Is it wise for model vendors to stockpile GPUs?

When some model developers first release a new version, the response speed is ideal and there is no intelligence degradation. But if too many people start using it, both speed and quality decline. This is the behavior of a leader—once performance falls behind, users churn and the stockpiled cards sit idle. To avoid this, one could consider decoupling heavy assets from intellectual property assets, selling model usage rights, or renting hardware resources.

When some model developers first release a new version, the response speed is ideal and there is no intelligence degradation. But if too many people start using it, both speed and quality decline. This is the behavior of a leader—once performance falls behind, users churn and the stockpiled cards sit idle. To avoid this, one could consider decoupling heavy assets from intellectual property assets, selling model usage rights, or renting hardware resources.

Is it wise for model vendors to stockpile GPUs? Illustration 1

Is it wise for model vendors to stockpile GPUs? Illustration 2