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Back to The Programmable Data Center — Evan Conrad, SF Compute, with Evan Conrad.

Why Is Live GPU Inference Harder to Interrupt Than a Batch Job?

Evan Conrad says live GPU inference is harder to interrupt than a batch job because live customers expect the service to stay online, while a batch job can stop at any point. A batch workload can be cut with about an hour of warning, or even a minute or two. Live capacity can be taken back a month, two months, or three months out, while the operator adapts, and it cannot be pulled in a minute.

The two are priced differently because the cost of the interruption is different. A live job that goes down means paying a service-level penalty to that customer. The market is a market for breaking leases, not only a sublet of spare capacity. Power markets already split this way, with a day-ahead market and a live market. Compute has capacity that is about to arrive and capacity already in use, and those two have different prices.

Transcript

The Programmable Data Center — Evan Conrad, SF Compute ·

Latent Space: The AI Engineer Podcast

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  1. How Does GPU Compute Trading Deliver the Hardware?Evan Conrad says GPU compute trading delivers the machines, which futures markets call physical settlement. SF Compute began by trying to sublease a cluster.
  2. Why Is Next Month's Compute Capacity Easier to Sell?Evan Conrad says capacity that starts a month from now can be bought and sold all the time, so liquidity shows up easily.
  3. How Long Are GPU Clusters Financed?Evan Conrad says GPU clusters in the broader market are financed for three to five years, and the payments cover that period.
  4. How Does a Healthy Compute Price Curve Work?Evan Conrad says a healthy compute price curve is a hump, and it can point either way depending on the buyer.
  5. What Is a Programmable Data Center?Evan Conrad says a programmable data center is a data center SF Compute has virtualized, so a customer gets the control that used to come with owning the…

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