The Economics of Neoclouds

Caleb Writes Code · Beginner ·📰 AI News & Updates ·2mo ago
Thunder Compute: https://www.thundercompute.com/?utm_source=youtube&utm_medium=affiliate&utm_campaign=calebwritescode Neoclouds have been a growing topic ever since the emergence of generative AI in 2022. We now have neoclouds like CoreWeave, Nebius, IREN, Crusoe, Lambda, and Together AI all contributing towards making compute available as GPU-as-a-service or Graphics Cards as a service. How do metrics like utilization, availability, contracts, and additional services all play into factor of a commoditized market? Why are banks handing out asset backed loans to neoclouds and data centers when depreciation for these assets are risky? #neocloud #datacenters #graphicscards #ai #tech Chapters 00:00 Intro 01:11 Utilization 02:30 Brief History 03:44 AI Training 04:16 Availability 05:04 Scheduling 07:25 Traditional Cloud 08:05 Graphics Cards 09:24 Sponsor: Thunder Compute 10:47 Market 11:24 Contracts 12:27 Neoclouds 13:47 Asset Depreciation
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Chapters (13)

Intro
1:11 Utilization
2:30 Brief History
3:44 AI Training
4:16 Availability
5:04 Scheduling
7:25 Traditional Cloud
8:05 Graphics Cards
9:24 Sponsor: Thunder Compute
10:47 Market
11:24 Contracts
12:27 Neoclouds
13:47 Asset Depreciation
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