SemiAnalysis:

A deep dive into “AI Neoclouds”, a new breed of cloud compute providers built to offer GPU rentals, like Crusoe, Lambda Labs, and CoreWeave, and their economics  —  H100 Rental Price Cuts, AI Neocloud Giants and Emerging Neoclouds, H100 Cluster Bill of Materials and Cluster Deployment …

SemiAnalysis:

A deep dive into “AI Neoclouds”, a new breed of cloud compute providers built to offer GPU rentals, like Crusoe, Lambda Labs, and CoreWeave, and their economics  —  H100 Rental Price Cuts, AI Neocloud Giants and Emerging Neoclouds, H100 Cluster Bill of Materials and Cluster Deployment …

Source: TechMeme
Source Link: http://www.techmeme.com/241005/p12#a241005p12