@annie_hage If neoclouds are long GPUs, they wouldn’t be selling long term contracts for lower than spot, I’ll by opposi | Hanami
@annie_hage If neoclouds are long GPUs, they wouldn’t be selling long term contracts for lower than spot, I’ll by opposite
Reply to @annie_hage: Neoclouds are long GPUs. To make fleets financeable, they sell years of upside: 5Y H100 contracts price at ~half on-demand.
Futures will let them hedge by shorting compute, without locking the whole fleet into long-term contracts.