【Hacker News搬运】200美元：GPU租赁泡沫如何破灭

[hackernews]

Title: $2 H100s: How the GPU Rental Bubble Burst

200美元：GPU租赁泡沫如何破灭

Text:

hn link

Url: https://www.latent.space/p/gpu-bubble

由于我无法直接访问外部链接，我将基于您提供的链接标题和常见内容推测，然后进行内容总结和翻译。

标题：“GPU 泡沫”（GPU Bubble）

内容推测：
这篇文章可能讨论了关于 GPU（图形处理单元）市场是否已经或正在经历一个泡沫阶段。这通常指的是市场价值迅速膨胀，但可能没有相应的基本面支持。文章可能分析了以下几个方面的内容：

1. GPU 市场增长：讨论了 GPU 市场近年来的快速增长，以及推动这种增长的技术和行业趋势。
2. 投资热潮：分析了投资者对 GPU 相关公司的热情，以及这种热情是否导致了泡沫。
3. 供应链紧张：讨论了由于需求激增导致的 GPU 供应紧张问题，以及这对价格和消费者的影响。
4. 长期趋势：分析了 GPU 市场的长期趋势，包括可能影响市场泡沫的因素。
5. 风险与机遇：讨论了在当前市场环境中，投资者面临的风险和潜在的机遇。

总结翻译（假设内容为英文）：
This article discusses whether the GPU market is experiencing a bubble phase. The market value has been rapidly expanding, but it may not be supported by fundamental factors. The article analyzes several aspects:

1. Market Growth: Discusses the rapid growth of the GPU market in recent years, driven by technological and industry trends.
2. Investment Frenzy: Analyzes the enthusiasm of investors for companies related to GPUs and whether this enthusiasm has led to a bubble.
3. Supply Chain Tensions: Discusses the supply chain tensions caused by the surge in demand, which affects prices and consumers.
4. Long-term Trends: Analyzes the long-term trends of the GPU market, including factors that may influence market bubbles.
5. Risks and Opportunities: Discusses the risks and potential opportunities faced by investors in the current market environment.

请注意，以上翻译是根据标题和常见内容推测的，实际文章内容可能与推测有所不同。

Post by: swyx

Comments:

TechDebtDevin: I've been saying this would happen for months. There (was) a giant arbitrage for data centers that already have the infra.<p>If you could get a hold H100s and had an operational data center you essentially had the keys to an infinate money printer on anything above $3.50/hr.<p>Of course, because we live in a world of effecient markets that was never going to last forever. But they are still profitible at $2.00 assuming they have cheap electricity/infra/labor.

TechDebtDevin: 我；我一直在说这会发生几个月。对于已经拥有基础设施的数据中心来说，存在巨大的套利行为<p> 如果你能持有H100并拥有一个可操作的数据中心，那么你基本上就拥有了一台价值3.50美元以上的无限币打印机的钥匙；hr.<p>当然，因为我们生活在一个高效市场的世界里，这种市场永远不会永远持续下去。但假设他们有廉价的电力，他们仍然可以以2.00美元的价格获利；infra&#x2F；劳动。

ctrlGsysop: A good in depth mkt analysis. While it’s not crypto, many of the key points are rinse and repeat of mining - things like insatiable demand and projected ROI. Markets and tech solve high costs all the time. Great point made about the $4/hr number that was most likely a top bullet in a 1000 pitch decks citing NVIDIA. Bagholders could just be all the nations buying all the billionaire’s stories.

ctrlGsysop: 一个很好的深入分析。虽然它不是加密货币，但许多关键点都是挖矿的冲洗和重复——比如永不满足的需求和预计的投资回报率。市场和技术一直在解决高成本问题。关于4美元的观点很好；引用英伟达的话，这很可能是1000个投球组合中的头号子弹。钱包可能只是所有购买亿万富翁故事的国家。

ranger_danger: Last year we reached out to a major GPU vendor for a need to get access to a seven figure dollar amount worth of compute time.<p>They contacted (and we spoke with) several of the largest partners they had, including education/research institutions and some private firms, and could not find ANYONE that could accommodate our needs.<p>AWS also did not have the capacity, at least for spot instances since that was the only way we could have afforded it.<p>We ended up rolling our own solution with (more but lower-end) GPUs we sourced ourselves that actually came out cheaper than renting a dozen "big iron" boxes for six months.<p>It sounds like currently that capacity might actually be available now, but at the time we could not afford to wait another year to start the job.

ranger_danger: 去年，我们联系了一家主要的GPU供应商，希望获得价值七位数的计算时间<p> 他们联系了（我们也与）他们拥有的几个最大的合作伙伴，包括教育部门；研究机构和一些私营公司，找不到任何能满足我们需求的人<p> AWS也没有能力，至少对于现货实例来说是这样，因为这是我们唯一能负担得起的方式。<p>我们最终用自己采购的（更多但低端）GPU推出了自己的解决方案，这些GPU实际上比租十几个便宜；大铁&quot；六个月的盒子<p> 听起来目前这个容量可能已经可用，但当时我们不能再等一年才能开始这项工作。

askl: $2/h rental, not $2 sales price. Pretty misleading.

askl: 2美元；h租金，而不是2美元的售价。相当误导。

bsder: So, where can a plebian like me buy a (or 10) used H100?

bsder: 那么，像我这样的平民在哪里可以买到（或10辆）二手H100呢？