S1E13 - GPU Hoarding is Over. The $401B Reality Check

Enterprise GPU hoarding is over. LinkedIn CTO Erran Berger and VentureBeat analyst Rob Strechay break down what comes next — and the infrastructure math most enterprises are only now being forced to confront.

VentureBeat's Q1 research shows GPU availability anxiety dropped from 20.8% to 15.4% among enterprise teams, while cost-per-inference and TCO concerns jumped from 34% to 41% — a number that's still climbing. The hoarding phase is giving way to an audit phase, and the companies that didn't build the instrumentation to understand their workloads are now paying for it.

Erran Berger explains how LinkedIn runs one of the few rema...