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rjh29yesterday at 8:30 PM2 repliesview on HN

They already invested in the massive datacentres of GPUs sitting idle. They have fewer users so they can deliver more inference per user - more thinking, larger models.


Replies

loegyesterday at 11:41 PM

Don't they just rent them out to the frontier AI shops? They're not sitting idle.

mvdtnzyesterday at 9:00 PM

So where are these mythical savings coming from? You're saying they have spent more per user therefore can charge each user less or something? I'm not following.

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