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Comment by MASNeo

1 day ago

On prem AI makes sense for more than just the cost. More control, IP, model improvements you can keep, data privacy to name a few. People will realize that AI is not like compute the moment they get their own knowledge sold back at a premium.

> People will realize that AI is not like compute the moment they get their own knowledge sold back at a premium.

But what if your competitors sell their knowledge to AI companies?

Then you're still screwed.

What are the advantages to on-prem for a company that's already in the cloud and trusts it with their IP? That company can just rent GPU instances from the cloud if they want to train/fine-tune their own models and keep avoiding CapEx.