Enterprises can't fix their GPU waste problem because the fix makes the problem worse. Releasing idle capacity would improve utilization, but the same shortage driving GPU prices up is exactly wh [...]
Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]