{
  "id": "7ed10c99c861",
  "url": "https://www.latent.space/p/gpu-bubble",
  "title": "$2 H100s: How the GPU Bubble Burst - by Eugene Cheah",
  "note": "Where there is demand the market is going to react. It is hard to see a future where Nvidia has a lock on GPU capabilities that lasts for a long time. Even if AMD and Intel are slow to the game they should be close enough? \n\n> **We are looking at a >= 40% price drop per year**, especially for small clusters. NVIDIA's marketing projection of $4 per GPU hour across 4 years, has evaporated away in under 1.5 years.\n\nIt is interesting that part of this demand loss seems to be the biggest workloads going private because they need even larger clusters. There was also a fun callout to crypto having less demand in part due to transitions away from proof-of-work. \n\nOverall an incredible dynamic market with super high capital requirements. \n",
  "voice": "mixed",
  "saved": "2024-10-15T02:18:23Z",
  "host": "latent.space",
  "kind": "page",
  "tags": [],
  "record": "https://links.thingelstad.xyz/links/7ed10c99c861/",
  "markdown": "https://links.thingelstad.xyz/links/7ed10c99c861.md",
  "issues": [
    {
      "number": 297,
      "slug": "297",
      "title": "Weekly Thing 297 / People, Building, \"Pure Blogger\"",
      "date": "2024-10-19T12:00:00Z",
      "section": "Notable",
      "position": 2,
      "url": "https://weekly.thingelstad.com/archive/297/",
      "page": "https://links.thingelstad.xyz/issues/297/"
    }
  ],
  "connections": {
    "same_host": {
      "count": 1,
      "page": "https://links.thingelstad.xyz/hosts/latent.space/",
      "nearest": [
        {
          "id": "bdb51fa1a05c",
          "title": "God is hungry for Context: First thoughts on o3 pro",
          "url": "https://www.latent.space/p/o3-pro",
          "record": "https://links.thingelstad.xyz/links/bdb51fa1a05c/"
        }
      ]
    },
    "same_week": {
      "count": 15,
      "nearest": [
        {
          "id": "18102836834d",
          "title": "The Teenage Engineering TP-7",
          "url": "https://world.hey.com/jason/the-teenage-engineering-tp-7-2acc5b6d",
          "record": "https://links.thingelstad.xyz/links/18102836834d/"
        },
        {
          "id": "6a2e97f15fe7",
          "title": "What Are You Building With Your Life? | David O’Hara",
          "url": "https://davoh.medium.com/what-are-you-building-with-your-life-f2d3a4a2ccc9",
          "record": "https://links.thingelstad.xyz/links/6a2e97f15fe7/"
        },
        {
          "id": "3cab3a004602",
          "title": "The Future of Software: From API to AI as the Communication Interface – rajiv.com",
          "url": "https://rajiv.com/blog/2024/10/12/the-future-of-software-from-api-to-ai-as-the-communication-interface/",
          "record": "https://links.thingelstad.xyz/links/3cab3a004602/"
        },
        {
          "id": "f68a776d4f02",
          "title": "Simple.css",
          "url": "https://simplecss.org/",
          "record": "https://links.thingelstad.xyz/links/f68a776d4f02/"
        },
        {
          "id": "2ad1806f78d9",
          "title": "‘It’s mindblowing’: US meteorologists face death threats as hurricane conspiracies surge | The Guardian",
          "url": "https://www.theguardian.com/us-news/2024/oct/11/meteorologists-death-threats-hurricane-conspiracies-misinformation",
          "record": "https://links.thingelstad.xyz/links/2ad1806f78d9/"
        }
      ]
    },
    "mentions": [],
    "mentioned_by": [],
    "saved_twice": []
  },
  "elsewhere": {
    "wayback": "https://web.archive.org/web/*/https://www.latent.space/p/gpu-bubble"
  }
}