"It's like a zombie apocalypse, but you don't know how many waves of zombies are coming."
H100 rental prices went up, o | Hanami
"It's like a zombie apocalypse, but you don't know how many waves of zombies are coming."
H100 rental prices went up, on a GPU that should be sliding down its depreciation curve. That curve is what lenders underwrite, and there's $7 trillion of debt coming by 2029. @dnishball kicks off our new Compute Capital Markets group with @JordanNanos. Nvidia's backstops, ClusterMAX as a credit signal, whether each token is profitable and more.