Premium Newsletter: There is no real market for renting out AI GPUs, and the majority of revenue comes from two companies - Microsoft and NVIDIA - the latter of which rents its own GPUs back from Neoclouds like CoreWeave so they can raise debt...to buy more GPUs.
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Is There Any Real Money In Renting Out AI GPUs?
NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits, representing 7-to-8% of the value of the market and a large percentage of the $400 billion...
