alt Hacker Newsall the enterprise clients which the two frontier companies rely on have the money to buy the hardware and run a frontier model themselves, it just becomes a nobrainer to buy your own hardware if you have 10-20b token output per week
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tandr • last Wednesday at 11:17 PM
Well... given that I have codex reporting 1b tokens consumed for my couple-days long session, I suspect 10-20b is not that hard to reach for a company of 10 devs. It would be interesting to know what is "rental fee" for a model like Astra or Sol 6.1, and how much hardware they actually need - not just gpu, but all of it?
We have had this discussion for a decade regarding cloud hosting. There are definitely workloads and AI inference that you want to do in-house. Hosting these GPUs and models and setting up the interconnect and balancing it is really hard right now. It's not traditional infrastructure. It is exotic. Typical enterprise is at such a disadvantage to try and host this completely themselves. And models are constantly updating. And what models are you going to run? Six months ago, things that probably cost you a billion tokens probably cost you 50 to 100 million now, given how much more efficient models have gotten, or at least they cost that much. I don't know. It's just not a given.