Ten-Year GPUs And Private Credit
46:24–47:33 · 69s
He claims disaggregating prefill and inference could extend GPU lifespans to 10–15 years, easing financing costs and unexpectedly aiding private credit portfolios.


46:24–47:33 · 69s
He claims disaggregating prefill and inference could extend GPU lifespans to 10–15 years, easing financing costs and unexpectedly aiding private credit portfolios.
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