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We were wrong about GPUs
Do my tears surprise you? Strong CEOs also cry.
Instead, we burned months trying (and ultimately failing) to get Nvidia’s host drivers working to map virtualized GPUs into Intel Cloud Hypervisor. We expected there to be a diversity of mainstream models, the world Elixir Bumblebee looks forward to, where people pull different AI workloads off the shelf the same way they do Ruby gems. But the hardware parts that aren’t generating revenue will ultimately get liquidated; like with our portfolio of IPv4 addresses, I’m even more comfortable making bets backed by tradable assets with durable value.
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