AI & Tech
Dwarkesh Patel claims Google pays $900m a month for 110,000 GPUs
Dwarkesh Patel Podcast
Why smarter AI models could drive up compute prices 10x
"Google for example is paying $900 million a month for 110,000 GPUs that are a blend of GB200s and GB300s. The price that Google is paying here is 2x the spot price per hour for those GPUs."
In a monologue on AI compute economics, Dwarkesh Patel claims Google is paying $900m per month to rent 110,000 GPUs (a mix of Nvidia GB200s and GB300s) and that the effective hourly rate is about double spot pricing. He presents the figure as an illustration of how frontier labs may pay a premium for guaranteed capacity, scale, and security rather than relying on spot instances.
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Dwarkesh Patel Podcast