Really interesting to see the market maturity lifecycle mapped through utilization-volatility dynamics. The A100 inversion makes intuitive sense once u frame high utilization as established throughput rather than stress. I've noticed similar patterns in cloud spot markets where mature instance types behave more like commodities with elastic supply, while cutting-edge instances act more liek illiquid assets. The 7-day forward correlation timing is particuarly useful for planning capacity.
Appreciate the comments, thanks. If there is similar analysis you'd like to see done, let me know. I'm trying to get an idea of what is useful for people who buy/manage compute.
Interesting read. I wonder how tools like WoolyAI will impact this. Their ability to maximize GPU utilization (through dynamic allocation, VRAM deduplication, and multi-tenant serving) directly addresses what was descirbed here. I would think organizations that can run at high utilization internally are less exposed to the volatile spot market dynamics.
Really interesting to see the market maturity lifecycle mapped through utilization-volatility dynamics. The A100 inversion makes intuitive sense once u frame high utilization as established throughput rather than stress. I've noticed similar patterns in cloud spot markets where mature instance types behave more like commodities with elastic supply, while cutting-edge instances act more liek illiquid assets. The 7-day forward correlation timing is particuarly useful for planning capacity.
Appreciate the comments, thanks. If there is similar analysis you'd like to see done, let me know. I'm trying to get an idea of what is useful for people who buy/manage compute.
Interesting read. I wonder how tools like WoolyAI will impact this. Their ability to maximize GPU utilization (through dynamic allocation, VRAM deduplication, and multi-tenant serving) directly addresses what was descirbed here. I would think organizations that can run at high utilization internally are less exposed to the volatile spot market dynamics.