“They will hold this construction price for two months… as long as you can get your sales in two months, then we're good at that price”
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Said on The Deal with Adam Di Marco
Odd Lots · Don Wilson on the GPU Market's Trillion Dollar Question
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Observed that H100 on-demand hourly price fell for months, then rose sharply after Anthropic released a new model
“They will hold this construction price for two months… as long as you can get your sales in two months, then we're good at that price”
“Price fell 36% internationally largely because China put Munjaro on the national reimbursement list”
“I know you just switched into hourly pay flat rate pricing. We've always been that. Yes. And that's sometimes tough for clients too.”
“The main reason that the Infrotool share price fell 5.1% today was because ... NextDC had to put its shares into Trading Halt”
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