Bare metal GPU sellers target sub-24-month payback, exposing the compute margin stack
AccBalanced · x · 2026-11-11
A thread on compute economics: bare metal GPU sellers aim for sub-24-month payback on their hardware, then lease capacity to inference providers who add their own margin on top. The poster argues GPU renters can't charge much more because they don't own the demand funnel — both supply and demand sides need to profit in this stack.
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