Well, I work at an AI hyperscaler. I can tell you how much my facility uses, and how much each rack uses, but don’t have any way to determine what the customer is doing on that server. Or even which servers a given customer is using. Is it being used heavily for queries? How many? Of what kind? We don’t know. Only what the rack/row/pod/hall is consuming.

Also, does the network gear overhead count? How do you apportion that?

We have no visibility into the customer workload. Some of our customers use our systems for scientific research. Drugs, etc. How do you tally that?

I’m not saying that it is impossible, just that if the customer won’t pay for that report, we’re not going to spend money to build the systems to produce it.

Do I agree? No. But I’m just a grunt.

A problem is that the information is not in the hands of the company selling the AI. The actual hardware is often owned by service providers and independent data centers.

I received a bunch of these texts

NVL72 will be enormously impactful on high end performance.