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                                                Post the release of R1:
DRAM pricing: increasing.
GPU rental pricing: increasing at GCP and Azure.
GPU availability: decreasing.
Jassy and Sam: compute constrained per comments yesterday.
GPT 4.5 disappointment: most likely b/c they couldn’t make over 50k GPUs coherent.
                                  btc
                                (
                
                                        twitter.com
                
                )
            
                    
        
                                
                    
                 由
                 Gavin Baker
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