Lambda#36

@levelsio@levelsio

💻 I just wanted to show how easy it is getting a GPU in the regular way compared to the 🇪🇺 EU's "AI Factory" plan where you have to apply for a proposal Funnily enough @LambdaAPI actually shows "Design your AI Factory" on their landing, maybe they're trying to get that juicy EU money too (but I don't think they have servers in EU anyway) So I sign up/login, select what GPU I want, like 8x H100s, which is $24/hour, select the location, add a filesystem and launch the server Then about 5 minutes later, I have a running 8x H100 cluster, with a Jupyter notebook ready with Terminal access and I can see and work with my GPUs! And no Lambda did not ask me if I was mindful of "Individual, and Social and Environmental Well-Being", and I did not need to apply to some proposal, and wait months. They just gave me a GPU to build a business on, within 5 minutes, as it should be! If the EU wants to help AI startups, the infrastructure is already there! Just fund/subsidize GPU rent prices for European citizens and businesses on existing European hosting companies like @Hetzner_Online or @OVHcloud that already have GPUs (where the process of getting a server is pretty much the same as Lambda btw) For example, a 8x H100 is $24/hour now but with EU's funding could be $12/hour, giving European startups an unfair advantage to compete with the rest of the world for training and inference (generating) Personally I don't think you should mess with the market like that, but this was the EU's intention, so then do it properly! I thought about it in the shower this morning and realized I guess the fundamental problem in the EU is they just don't respect technology or the people making it. And they don't listen to them like they do elsewhere in for example US or China. You have lots of European founders who'd tell you the same I tell you here, but they're never heard by the EU either In the US you have the top tech CEOs and founders at dinner with the president regularly to advise him and it feels more properly run and they actually listen to smart people In China you have essentially technocrats running the country and fair you can disagree with their system (see Jack Ma etc. not great oaky) but they do understand tech as we can see from how fast they progress and deploy it But the EU just never listens to skilled people, it's always design by committee by midwits and the EU is just systemically rekt like that. It's not a meritocracy at all But I'm a European and an eternal optimist, so maybe we can help improve it by telling them how to do it then (like this tweet) See how easy it could be @vonderleyen

M. V. Cunha@mvcinvesting

$NBIS just hit a new all-time high after Bloomberg revealed more details on its deal with Microsoft: - Access to >100,000 NVIDIA GB300 GPUs - Includes using $NBIS' data centers to run large language models - Microsoft investing $33B in neoclouds (Nebius, CoreWeave, Nscale, Lambda) to ease the AI crunch 🤝🏻