Compute Shortages Threaten Growth At Many Promising AI Companies
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5 posts
many great ai companies about to be desperate because their growth is limited by compute
@timzaman I don’t mean teams can’t afford compute. I mean they have enormous money to spend and there isn’t available compute
@timzaman Hasn’t been true for CO’s outside of the big labs until recently :)
@mhdempsey @timzaman it is now true for inference if you grow to any scale, and inference is about to get hard for companies because ppl don’t realize it’s constrained and not a liquid market. much much easier to get capacity in 3 months than in 3 weeks, but end users don’t care
@mhdempsey @timzaman better make friends with your inference vendors