descriptive claim
Some customers accept broadly specified Blackwell capacity, while customers requiring an exact configuration pay more because the market can charge a premium for that specificity.
Evan Conrad · The Programmable Data Center — Evan Conrad, SF Compute · 20 Oct 2026
In their words
The transcript segments this claim was taken from
“does. So some customers like um just can work on black holes, whatever it is. Some customers are super-hyper-specific and they need this exact thing, and they're gonna pay more for that because the market's can charge 'em more.”22:46Report a misattribution
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