Latest / The Cloud Business Podcast with Fexingo: AWS, Azure, GCP, and Enterprise Infrastructure
Why Enterprise Cloud Contracts Now Lock in GPU Access
Episode 30 of The Cloud Business Podcast digs into the newest trend in enterprise cloud deals: GPU access guarantees. Lucas and Luna break down why hyperscalers are moving from 'use it or lose it' commitments to reserved capacity for AI workloads, the financial trade-offs for enterprises, and whether this signals a structural shortage or a pricing power play. Using a hypothetical $100 million contract as a concrete example, they explain how GPU 'burst pools' work, why startups are being squeezed out of premium instances, and what the SEC disclosure around AI infrastructure…
The skinny
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