# GPU Economics — 2021 40 predictions

URL for any entry below: https://www.gregosuri.com/predictions/{theme}/{id}/
Markdown twin: append `index.md`.
This is a title index. Full quotes and citation details are in individual twins.

## gpu-economics — 40 statements, 2021–2021

Years: 2021 (40)

2021-01-19-launch-pricing-2-3x-below-market-on-bare-metal-znnb — Launch pricing 2-3x below market on bare metal
2021-01-20-launch-pricing-2-3x-below-market-on-bare-metal-53rw — Launch pricing 2-3x below market on bare metal
2021-01-30-ai-companies-pay-20-of-margins-to-amazon-data-cent-regu — AI companies pay \~20% of margins to Amazon; data centers sit underutilized
2021-03-16-20-of-ai-company-margins-go-to-the-cloud-6yge — 20% of AI company margins go to the cloud
2021-03-16-20-of-ai-company-margins-go-to-the-cloud-cmko — 20% of AI company margins go to the cloud
2021-03-16-ai-companies-idle-gpu-clusters-become-a-peer-to-pe-6yge — AI companies' idle GPU clusters become a peer-to-peer cloud
2021-03-16-ai-companies-idle-gpu-clusters-become-a-peer-to-pe-cmko — AI companies' idle GPU clusters become a peer-to-peer cloud
2021-03-19-20-of-ai-company-margins-go-to-cloud-bills-uie6 — \~20% of AI-company margins go to cloud bills
2021-03-19-proof-of-stake-transitions-will-flood-the-market-w-fprl — Proof-of-stake transitions will flood the market with GPUs for Akash
2021-03-19-the-peer-to-peer-cloud-ml-clusters-earn-akt-in-dow-2exc — The peer-to-peer cloud: ML clusters earn AKT in downtime
2021-03-24-the-peer-to-peer-machine-learning-cloud-zau3 — The peer-to-peer machine learning cloud
2021-04-09-a-futures-market-and-hft-bots-for-compute-pytg — A futures market and HFT bots for compute
2021-04-09-a-power-grid-model-ai-companies-sell-idle-gpus-bac-ksdj — A power-grid model: AI companies sell idle GPUs back to the network
2021-04-09-ethereum-s-move-to-proof-of-stake-will-flood-the-m-ipsc — Ethereum's move to proof of stake will flood the market with GPUs for AI
2021-05-12-85-of-data-center-compute-sits-unused-bsm3 — 85% of data-center compute sits unused
2021-05-12-akash-will-launch-the-world-s-first-gpu-marketplac-bsm3 — Akash will launch "the world's first GPU marketplace" fed by post-Merge Ethereum GPUs
2021-05-12-post-merge-mining-hardware-becomes-useless-without-bsm3 — Post-Merge mining hardware becomes useless without a compute marketplace
2021-05-27-ethereum-s-pos-switch-strands-gpu-infrastructure-a-xvgp — Ethereum's PoS switch strands GPU infrastructure — a huge AI opportunity
2021-05-27-we-ll-buy-stranded-gpus-at-half-price-for-the-ai-m-aw43 — We'll buy stranded GPUs at half price for the AI market
2021-05-28-ethereum-s-merge-will-strand-miner-gpus-akash-will-3njm — Ethereum's merge will strand miner GPUs — Akash will absorb them
2021-05-28-the-invisible-amazon-tax-on-machine-learning-3njm — The invisible Amazon tax on machine learning
2021-05-29-85-of-capacity-in-8-4-million-data-centers-is-idle-x6ih — 85% of capacity in 8.4 million data centers is idle; 8-10x cheaper than Amazon
2021-05-29-world-s-first-open-gpu-marketplace-coming-customer-tcwd — World's first open GPU marketplace coming — customers spend $1-2M/month on GPUs
2021-06-09-20-of-ai-companies-margins-go-to-amazon-xun6 — 20% of AI companies' margins go to Amazon
2021-06-09-ethereum-s-proof-of-stake-shift-will-unlock-enormo-bhqf — Ethereum's proof-of-stake shift will unlock enormous GPU supply
2021-06-22-ethereum-s-merge-will-strand-miner-gpus-akash-will-ftgz — Ethereum's merge will strand miner GPUs — Akash will absorb them
2021-06-22-the-invisible-amazon-tax-on-machine-learning-7cwg — The invisible Amazon tax on machine learning
2021-06-27-akash-costs-one-third-to-one-fourth-of-centralized-nyza — Akash costs one-third to one-fourth of centralized cloud
2021-07-14-85-90-of-data-centers-are-idle-akash-costs-one-thi-2fvx — 85-90% of data centers are idle; Akash costs one-third of Amazon
2021-07-14-gpu-marketplace-in-6-months-will-be-the-holy-grail-digi — GPU marketplace in \~6 months will be "the holy grail"
2021-07-14-gpus-are-ai-s-biggest-cost-20-of-ai-companies-marg-dgv3 — GPUs are AI's biggest cost — \~20% of AI companies' margins go to Amazon
2021-07-15-gpus-on-akash-in-the-next-few-months-n34l — GPUs on Akash "in the next few months"
2021-09-11-85-of-data-center-capacity-sits-unused-zvnr — 85% of data center capacity sits unused
2021-10-08-gpu-support-on-akash-coming-in-about-six-months-z27c — GPU support on Akash coming in about six months
2021-10-12-half-of-saas-margins-go-to-amazon-bkdm — Half of SaaS margins go to Amazon
2021-10-12-half-to-one-fifth-the-cost-of-amazon-pkwh — Half to one-fifth the cost of Amazon
2021-10-12-ml-on-akash-in-six-months-fueled-by-the-ethereum-m-qs2s — ML on Akash in six months, fueled by the Ethereum merge's stranded GPUs
2021-12-15-akash-is-one-third-to-one-fifth-the-price-of-aws-d-mxcm — Akash is one-third to one-fifth the price of AWS, driving miner arbitrage
2021-12-15-akash-plans-a-futures-market-for-compute-hs5m — Akash plans a futures market for compute
2021-12-22-the-ethereum-merge-will-flood-the-market-with-gpus-lcf4 — The Ethereum merge will flood the market with GPUs for Akash