New AI labs profit by subletting GPUs
AI summary
Yuchen Jin relayed what a friend at a new lab (neolab) said: even if they can't train the best models, because they locked in GPU compute early and H100/B200/B300 rental prices have risen 2–3 times, reselling compute is like "printing money." He commented: Well, that's the business model.
Body
Heard from a neolab friend:
“Even if we fail to train the best model, we locked in GPU capacity early. H100/B200/B300 rental prices have since gone up 2–3x. We can just resell the compute and print money.”
OK, so that’s the business model.