Does a GPU doing inference server enough customers for long enough to bring in enough revenue to pay for a new replacement GPU in two years (and the power/running cost of the GPU + infrastructure). That's the question you need to be asking.
If the answer is not yes, then they are making money on inference. If the answer is no, the market is going to have a bad time.
That doesn’t mean that the subscription itself is losing money. The margin on the subscription could be fine, but by using that margin to R&D the next model, the org may still be intentionally unprofitable. It’s their investment/growth strategy, not an indictment of their pricing strategy.
andersmurphy|10 days ago
If the answer is not yes, then they are making money on inference. If the answer is no, the market is going to have a bad time.
Yossarrian22|11 days ago
mikeg8|11 days ago