Understanding the GPU Rental Market with Silicon Data: BI Replay
GPU rental pricing has emerged as an indicator of the health of the AI infrastructure build out and an important investor tool to evaluate the funding needs and the viability of AI data centers. Bloomberg Intelligence analyst Woo Jin Ho hosts Silicon Data CEO and Compute Exchange CEO Carmen Li to discuss GPU rental pricing trends and what it means for future AI infrastructure investments. The webinar aims to tackle the AI bubble, training vs. inference demand, the GPU depreciation debate and what it may mean for the AI infrastructure ecosystem.