I think in the case of supply-constrained GPUs, you can get the opposite of a volume discount. Google has the most capacity of anyone, the fact they’re paying so much per month to spacex is pretty remarkable
You could also read it the other way. That there is a lot of stranded gpu-capacity which is not being allocated correctly. And buyers would rather rent - than build out themselves.
You could also read it the other way. That there is a lot of stranded gpu-capacity which is not being allocated correctly. And buyers would rather rent - than build out themselves.