Ben Bajarin· @BenBajarin · X·· 13 天前AI 评分30
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我听 $NBIS 说过类似的话，关于长期合约与现货的占比。基本上，算力需求如此之高，实际上正在变成逐月/逐季的竞价拍卖。
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I've heard $NBIS say similar about mix of long term vs spot. Basically, compute demand is so high, it's essentially becoming an auction MoM/QoQ.
RIP long term contracts. I've been saying this forever now and even Mr. @elonmusk is waking up to it.在 X 查看被引用的帖子
来源：Ben Bajarin · x.com