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26:20LONG
“even the A100 chip rental rate is going up and has been has stayed up has not come down at all. Right? That just tells you just how robust you know inference demand is.”
@Forward Guidance
Booming inference demand empowers cloud landlords to hike GPU rental rates, fueling Nvidia's record $75.2 billion data center revenue as capacity expands.
NVDALONG@ $216.54
$199.56-7.84%
since call Jul 22
“rental prices at the one year mark for the four in the fall rate it's actually been monotonically going up... at least in terms of compute fundamentals, right? There is actually a pretty sort of stron”
@Forward Guidance
Cloud providers are ditching long-term discounts to hike GPU rental prices, letting IREN lock in a massive $2.8 billion in new multi-year contracts.
IRENLONG@ $40.71
$37.36-8.23%
since call Jul 22
TIMESTAMPS
26:20
28:40