AI-native cloud infrastructure company including inference services.
“How often do you hear people running GLM on a hyperscaler? Never. Like they're using the inference providers like Fireworks and Together.”
Source→“One of NVIDIA's top priorities is not having customer concentration. They want lots of customers to all have like separate allocations of GPUs. They want the heterogeneity of the market.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.