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π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv Β· 13 Nov 2024

6) AI Wrap-Up & Closing Remarks I want to re-emphasize that the biggest risk to the AI/HPC sector is the potential for GPU-hour prices to decline more rapidly than expected, which would erode ROIs. While gradual price reductions are anticipated and accounted for in my models, https://t.co/996EK4oVTN
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