Rohan Paul· @rohanpaul_ai · X·· 2026-07-14AI 评分41
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Gavin Baker ( @GavinSBaker )，一位顶级对冲基金经理，谈及Neoclouds时表示：“要做好真的很难。像CoreWeave这样的公司之所以能为其GPU时数收取高额溢价，是因为他们的GPU利用率比底层供应商高出2-3倍。”
正文 · 原文
Gavin Baker ( @GavinSBaker ), a leading hedge-fund manager, on Neoclouds: "It's really hard to do well. A company like CoreWeave can charge a huge premium for their GPU hours is because their GPUs are utilized 2–3x than a bottom-of-the-barrel provider’s"
来源：Rohan Paul · x.com