It is not a coincidence that the companies that got the most “Hopper” H100 allocations from Nvidia in 2023 were also the hyperscalers and cloud builders, who in many cases wear both hats and who are as interested in renting out their GPU capacity for others to build AI models as they are in innovating in the development of large language models. …
Riding high on the AI hype cycle, Lambda – formerly known as Lambda Labs and well known to readers of The Next Platform – has received a $320 million cash infusion to expand its GPU cloud to support training clusters spanning thousands of Nvidia’s top specced accelerators. …
In this era of hyperscaler and cloud builder titans, their seven of whom account for about half of the IT infrastructure bought in the world, it is important to remember the importance of niches and the vital role that other makers of systems, other sellers of systems, and other renters of systems all play in the IT ecosystem. …
There are individuals and companies that create whole new technologies for their own consumption and that sometimes open source them for others to help steer their development and fix their bugs. …
Cannibalize your own products or someone else will do it for you, as the old adage goes. …
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