In this episode, we break down the emerging battle over compute cost allocation in enterprise AI contracts. Lucas and Luna examine how major buyers are pushing back against unpredictable GPU pricing by demanding fixed-capacity reservations and per-token cost floors. We look at a specific case where a global retailer locked in compute rates for two years, avoiding the volatility that hit competitors last quarter. The discussion covers practical negotiation tactics for procurement teams, including usage caps, burst limits, and the trade-offs between reserved capacity and spot-market flexibility. If you are managing large-scale AI deployments, this is the playbook for protecting your bottom line against infrastructure inflation.
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