Renting their cluster's compute would have cost over $1 billion on a 5-year deal

ericzelikman · x · 2026-09-28

Responding to a question about whether he'd still have bought the GPU cluster assuming no resale value, ericzelikman reveals that renting equivalent compute on a 5-year contract would likely have cost over $1 billion — with more clusters still on the way. A rare concrete datapoint in the build-vs-rent compute economics debate.

Related event: AI startup builds own GPU clusters as 5-year cloud rental tops $1 billion(2 posts)→

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