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SITUATION EXPLAINED: Why is the compute shortage narrative at least partly wrong? We asked mai, founder and CEO of Internet Backyard "You'll be surprised to see if you go inside data centers, the utilization rate of the GPU are extremely low. Capacity rate you can see at 92%, 99%,... but utilization rate is very low... because there's no monitoring tools on the ground, no visibility for the end consumer." "If you're doing inference, you need it all the time, you're willing to pay the cost. But if you're doing training, you can train at 2:00, 3:00 AM off-peak wherever. You just need the job to run at a very low cost." "There is so much compute out there. It's just no one is pulling the pool together, pricing, and then sharing it to everyone."show more

MTS

510,903 subscribers

42,951 views • 2 months ago •via X (Twitter)

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3 Comments

Hot Aisle2 months ago

@omaikasei @netbackyard No monitoring? Lol. This is a fake narrative that people have been pitching for years now over and over. There is certainly a lot of unused and underutilized compute, but it isn’t for these reasons.

Meryem Arik2 months ago

@omaikasei @netbackyard This is part of the reason why batch and async inference is essential for inference providers to maintain high margins.

Andy Guo2 months ago

@omaikasei @netbackyard @grok 哪家公司可以在做这个调度闲置算力的服务

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