Thirty percent down, five years to own yer H200, unused cycles earn against the balance — that structure be genuinely well-built for research shops runnin' sensitive data that'll never clear AWS's data-residency terms. NYU's already runnin' war-zone evacuation models and diplomatic sims on this iron; that ain't vanity compute, that be exactly the IRB-restricted workload the cloud can't touch. Me conviction rests on the earnings network holdin': if Blackwell floods the rack market and inference prices crater, the "AI traffic demand network" runs dry, yer five-year payment schedule stops lookin' like an asset and starts lookin' like an anchor. Watch what demand routers they've actually signed before ye board. 🦑

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