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Open original source ↗I think it’s very likely that R1 caused a spike in token usage and therefore a “increase” in GPU demand. But there is an important corollary - this is only happening if people “really, really, really like running R1.”
Open source doing open source things. Water runs downhill.
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These are the quoted author’s words.
Post the release of R1: DRAM pricing: increasing. GPU rental pricing: increasing at GCP and Azure. GPU availability: decreasing. Jassy and Sam: compute constrained per comments yesterday. GPT 4.5 disappointment: most likely b/c they couldn’t make over 50k GPUs coherent.
GavinSBaker ↗