Latest / The Cloud Business Podcast with Fexingo: AWS, Azure, GCP, and Enterprise Infrastructure
Why Cloud Contracts Now Include GPU Thermal Runway Provisions
Episode 68 of The Cloud Business Podcast dives into a new clause appearing in hyperscaler enterprise agreements: GPU thermal runway provisions. Lucas and Luna break down why AWS, Azure, and GCP are capping GPU junction temperatures at 85°C in contracts, how this affects AI training clusters, and what it means for operators running H100 or MI300X fleets. They walk through a specific case from a September 2025 renegotiation where a fintech firm negotiated a temperature delta penalty clause, saving an estimated $2.3 million in potential throttling downtime over three years. The episode also…
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