$7 trillion is about to get spent on GPU clouds, and every provider is being asked to get 100x bigge
In this informal two‑person dialogue, the hosts discuss the looming $7 trillion investment in GPU cloud infrastructure and the massive scaling pressures it creates. They note that 77 cloud providers have been ranked and that each is being asked to expand capacity roughly 100‑fold, prompting the need for a solution dubbed “ClusterMax.” The conversation touches on expected profit margins—citing an 80 % margin figure for early‑stage business—and briefly references branding/PR considerations, mentioning “Vera Rubin” and “Slot PRs” as entities to watch in the coming year. The tone is conversational and speculative, with a mix of enthusiasm about the market opportunity and mild skepticism about the feasibility of such rapid growth.
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