AI Briefing#compute-economics
The latest AI and developer news about #compute-economics, with the original source and a short summary.
The latest AI and developer news about #compute-economics, with the original source and a short summary.
Current H100 rental prices are $3.52/hour, but supply constraints for AGI agents could force a 10x increase.
Gavin Baker argues that lower model-layer margins will drive compute demand, citing a 37% IRR for B200 clusters even with steep price declines.