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Open original source ↗Another way to look at this is that even $NVDA would rather rent its own GPU’s needed for internal purposes, than keep them on its own balance sheet! The AI GPU’s themselves are technology “hot potatoes”.
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From the head of NVIDIA strategic alliances. NVIDIA is choosing to run their internal workloads (training, company AI workloads) on Coreweave and other Neoclouds. So that is the reason they rent back/or guarantee capacity if there is excess. https://t.co/W0fUojPS3c
BenBajarin ↗