算力需求暴涨，Astra 热度逼停 OpenAI 某档订阅
作者称算力每 7 个月翻倍仍供不应求，Astra 需求太猛导致 OpenAI 停掉某价位订阅，Anthropic 也在考虑发新模型。
Compute capacity has doubled every 7 months, but hasn't kept up with demand. There's a huge amount of compute coming online la $NBIS and $CRWV have increased prices, and have noted short-term contracts at or above $40m/mw. These are not in isolation as $SPCX has signed very lucrative contracts as well, and other players in the space are experiencing similar phenomenons. A100's are providing value 9 years after they shipped. H100's are going for prices that would have been unheard of 2 years ago. But what about the "slowdown?" Russia and China aren't slowing down. Elon is actively trying to get Grok to catch up. Zuckerberg is not going to stop and is telling others if they would like to slow down, they can. Anthropic realizes that Astra is ahead, and is contemplating releasing a newer model. The slowdown isn't credible. But surely this doubling of compute will catch up soon with demand, right? Eventually, yes. But it's unlikely we see it any time soon (2030's). From this month alone, we've seen two models which have continued to produce rampant demand. Astra is receiving much traction, which has caused OpenAI to stop providing subscription levels at a certain price point. They just can't keep up with demand. Muse us excellent, and Is receiving rampant attention. It looks like it's very capable of delivering AI to the masses, and will likely chew through any excess capacity $META brings online. The supply/demand equation is clearly weighted towards demand.