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X account @wujir0 believes that Vera Rubin GPU going online could cause GPU inference API prices to converge toward electricity costs, compressing the profit margins of commoditized inference businesses.
Vera Rubin GPUs going online open the door to the biggest existential risk in the GPU Market: API prices going to 0 (aka cost of the electricity).
Most GPU inference businesses aren't differentiated. They compete for the same customers, which isn't a large group because frankly
Vera Rubin GPUs going online open the door to the biggest existential risk in the GPU Market: API prices going to 0 (aka cost of the electricity).
Most GPU inference businesses aren't differentiated. They compete for the same customers, which isn't a large group because frankly
The following is analysis, separate from reported facts. Verify important claims independently.
This is a truncated opinion posted by an X account and provides no verifiable evidence of Vera Rubin's actual deployment,API pricing, or market response.
Follow-up conditions for verifying this event: the actual supply and cloud launch timeline of Vera Rubin GPU; the public pricing and price changes of mainstream GPU inference API; and the customer concentration, gross margins, and differentiation capabilities of major inference service providers
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