Latest / The Cloud Business Podcast with Fexingo: AWS, Azure, GCP, and Enterprise Infrastructure
Why Cloud Contracts Now Include GPU Failure Bonding
A new clause is appearing in hyperscale cloud contracts: GPU failure bonding. Lucas and Luna break down why AWS, Azure, and GCP are now requiring customers to post collateral for GPU instances that may fail mid-training. They trace the shift to the specific physics of H100 and B200 thermal stress, the economics of a single failed four-week training run, and the three-tier bond structure that determines your payout if the GPU dies. The episode walks through how a large language model provider recently triggered a bond claim, what the cloud provider paid, and what the fine print means for…
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