How are these companies even getting these GPUs? I would imagine NVIDIA would give them all to Microsoft and Google if they are in short supply.
It's in NVIDIAs best interest to spread the love around and make sure all the GPUs don't go to the hyperscalers.
My understanding is that your reserved cloud starts at 64 GPUs (8 pods) and with quite a long reservation time frame.
Also we expect to have a bunch of capacity come online of the on-demand cloud this year. We're getting the GPUs as quickly as we can and racking them as quickly as possible, but we have to wait just like everyone else for the GPUs to roll off the fab. :)
The bit that freaked me out was 2 customers were 60% of revenue.
Those two customers can change your policies in ways you don't want to, because you can't afford to piss them off. And if something happens to one of them you're fucked.
Upstarts are not easily going to be able to pursue that, so NVidia has a strong interest in supporting them.
I mean locking customers long term is probably better, but a certain % of product still vould be sold for a spot price? This made me wonder what is the optimum split on that - obviously depends on your market placement, but isnt nvidia basically a monopoly now?
Have you seen their pricing? They are robbing everyone and selling out quickly. I don't think "auctions" are going to add much to thee bottom line.
Nvidia effectively created this AI world by building tooling and software for something we didn't know existed up until not too long ago. AI was created on the shoulders of the work that was done.
AMD wasn't taking the risk on the unknown, for whatever reason.
Water under the bridge. The ship is certainly busy course correcting now. Give it some time.
I'm sure people said that too and look at where we are at today.
Core performance has always been a thing.