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GPU Economics & Capacity Planning1 / 3

1 min lesson

Baseline vs. peak

Compare two rows from "Baseline vs. peak", then say when each one fits.

Step 1 of 3

Baseline vs. peakprovisioning for peak everywhere is how budgets blow up

Component
Steady baseline
How you serve it
Reserved / committed capacity
Why
Predictable, so capture the low per-hour rate
Component
Predictable peaks
How you serve it
Reserved sized to the band + scheduled scale
Why
Known shape, plan ahead of it
Component
Spiky burst & experiments
How you serve it
On-demand / serverless
Why
Absorb without stranding reserved spend

Match the funding mode to the demand shape; reserving for peak everywhere strands capacity in the troughs.

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Full explanation

Lead time and the cost of being wrong

Lead time and the cost of being wrongGPU supply is not instant

GPUs cannot be conjured on the day you need them. Supply is constrained and lead times are real, so a forecast has to run ahead of demand by the acquisition window or the plan is fiction. That lead time is exactly why scenario planning earns its keep: you pre-commit trigger points so you are ordering capacity before the upside case arrives, not after.

The discipline that makes a forecast trustworthy is quantifying the cost of being wrong in each direction. Over-provision and you strand reserved spend on idle cards. Under-provision and a launch is capacity-starved, degrading latency or blocking growth. Those costs are rarely symmetric and naming which way you are biased - and why - is what a senior leader is listening for.

Cost of being wrong
Over-provision
Stranded reserved spend; the discount turns into idle hours you still pay for
Under-provision
Capacity-starved launch; latency SLAs break or growth is throttled
The judgment call
Decide which error is cheaper for this program, then size the buffer toward it on purpose
Interview move

If the take-home or whiteboard asks you to forecast capacity, do not hand back one number. Hand back base/upside/downside with the assumptions visible, the baseline-vs-burst split, the lead time built in and an explicit statement of which direction you biased the buffer and why. A single point estimate signals you have never owned a forecast that got tested by reality.

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Optional practice

Practice: Baseline vs. peak

QWhy must a GPU capacity forecast run ahead of demand?