I reached out to a lot of other inference providers such as fireworks, togetherAI, simpliAI etc and started asking them their growth and what they are seeing in this space / what they predict we will see over this year.
I was told by a higher up at fireworks that on average since January the space as a whole has had 10% week over week growth -- this type of explosive growth feels unreal. I honestly expect a price squeeze later this year, no one can keep up.
I think we're starting to see this with GPU prices -- h100s have gone from 1.30 on demand to 1.90 about, h200 nodes are all sold out with 3+ month waitlists. B300s have near a year waitlist from the quotes I got. Insane market.
