| I like this response a lot. I'm not sure what your experience is in the field, so it is a little hard for me figure out how to reply to you. I'll do my best, but apologies if I get it wrong. The validation is clear to me, but this is my field to recognize that. My business is about building super computers and either renting them piecemeal or whole to people and businesses. This is exactly what Google is doing in this announcement, which I take as validation because I started working on this similar thing, about a year ago now. Nvidia built software and hardware (s/h) before AI. Nvidia ensured that all of their s/h solutions were easily available to developers. AI recognized that the s/h was useful and took advantage of that. An example of "free drugs" were to make large gifts of the s/h to colleges [0]. I'm not saying that cloud only got popular with free credit, but it definitely was a contributing factor (just an example: [1]) in the building of many startups. The value of my startup is something I describe above in my original comment. You're dead wrong that the only barrier is money. It is the experience and relationships that we have in building, deploying and running large scale compute. Think of us as a consultancy for super computers. We also have the backing to fund the capex so that businesses don't have to put out millions up front, on rather finicky cutting edge hardware. Not everyone needs 40MW of El Cap, all the time. Not everyone wants to deploy into a cloud, many want to have more control over where their compute and data is located. We work with Dell, AMD and data centers directly to build and deploy these systems. I won't talk about pricing other than to say that both companies are highly incentivized to work together to deploy as much compute as they can, and I'm the one that has joined with them to make it happen. I'd say that there are about 25-30 people involved with us, just to deploy our single first cluster. It is a massive amount of coordination. It takes years of relationship building to even get your foot into the door on this. It is far more complicated than just racking boxes and we already have put the time and effort in to create the blueprint designs for best in class compute. We help companies that want this compute deployed yesterday, to speed up the whole process. I'm sorry if that is not valuable to you personally, but it is to others. [0] https://developer.nvidia.com/higher-education-and-research [1] https://news.ycombinator.com/item?id=39117292 |