SemiAnalysis 的 Oliver Kennon：GPU 定价不能只看算力
You're pricing the GPU. Are you pricing the operator? Oliver Kennon of @SemiAnalysis_ on what compu...
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SemiAnalysis 的 Oliver Kennon 讲了个容易被忽略的点：同样一块 GPU，部署运维水平不同产出差很多，算力定价不能只看硬件。
Oliver Kennon 来自 SemiAnalysis，他指出当前的 compute index 只统计 GPU 本身的价格，忽略了运维成本。同型号 GPU 因部署方式不同，实际产出差异很大。他认为 GPU 合同的结算基准应该纳入 operator（运维/部署能力）这一变量。
原文 · AI Engineer
You're pricing the GPU. Are you pricing the operator? Oliver Kennon of @SemiAnalysis_ on what compu...
You're pricing the GPU. Are you pricing the operator? Oliver Kennon of @SemiAnalysis_ on what compute indexes miss and what a GPU contract should settle on. Not All GPUs Are Deployed the Same Oct 14, AI Engineer New York Tickets: ai.engineer/nyc 💬 1 🔄 0 ❤️ 1 👀 268 📊 1 ⚡
