Elon Musk· @elonmusk · X·· 3 小时前AI 评分53
AI 导读
马斯克转发 a16z 的 GPU 租金分析并评论，理解方式是：这相当于你想雇多少个非常聪明且专注的员工，而且他们还在不断变好。a16z 数据显示 GPU 租金仍高于标准 6 年折旧曲线，H200 高出 143%、B200 高出 111%、RTX PRO 6000 高出 73%、H100 高出 54%、A100 高出 9%，大部分差距在 4 月后随 token 需求起飞而拉开。
正文 · 原文
The way to think about this is:
How many super smart and dedicated people do you want to hire? And they keep getting better.
Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule Rental price vs. schedule: - H200: +143% - B200: +111% - RTX PRO 6000: +73% - H100: +54% - A100: +9% Most of the gap opened up after April, when token demand took off Charts of the Week: https://www.a16z.news/p/charts-of-the-week-attention-is-all在 X 查看被引用的帖子
来源：Elon Musk · x.com