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Ben Bajarin· @BenBajarin · X·· 1 天前AI 评分52
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Ben Bajarin 转发一条描述 GPU 获取过程的内容并称这更接近他们实际听到的情况。转发内容列举了远期供给交易的典型流程:所谓有 GPU 的卖家往往只有 OEM 大概 Q1 '27 的排产线索,或尚未找到 colo 机房、未订购网络,常见报价如 $4.9/小时加 10% 预付款赌 RFS Jan '27,结果未上线只退回 50% 预付款。对比之下,立即可 RFS 的节点流程是买家先要 1 小时测试节点验证 InfiniBand 和存储网络,卖家报 $10/小时并要求 2 小时内 100% 预付,创业公司明知能以 $20/小时变现所以当场签约电汇。结论是远期 speculative 供给与即时 RFS 节点是完全不同的市场,低于 $7/小时的报价多半不真实。

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On GPU availability, this is more the type of stuff we hear.

引用Nick Khami@skeptrune
this is how finding GPUs goes: 1. someone says they have GPUs 2. you ask & turns out they have a lead on an OEM that will ship in maybe Q1 ‘27. 3. you ask & turns out they haven’t found colo space, haven’t ordered networking. 4. you ask & the OEM is SMC with optics in the hot aisle. back of your mind you also know SMC always rugs & ships late. 4. you ask & turns out they’re racked with hydra and they don’t even have final seller’s rights. 5. you say you’ll do $4.9/hr 10% prepay for RFS Jan ‘27. effectively betting there’s a 60% chance it goes live and you get ‘em 6. jan comes, not live, you get 50% of your prepay back and is what it is. everyone’s pissed. other scenario: 1. guy says he has GPUs RFS tmrw 2. you ask and get test node for 1hr, it has infiniband & storage nodes on network 3. he says $10/hr, sign in next two hrs 100% prepay or piss off. 3. startup knows they’ll make $20/hr so they grit their teeth & snap call sign plus wire. BMC without of band access is given same day, everyone’s happy! speculative market for yotta compute available maybe Q1 maybe Q3 ‘27 in yucatan is completely different than nodes with immediate RFS. anything under $7/hr probably isn’t real.
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来源:Ben Bajarin · x.com