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==== 3. Cost equivalence: one 400B run vs a collection of hybrids ==== Now the fun part: how many 8B hybrids can you train for the cost of one 400B pre-train? ===== 3.1 Direct ratio ===== Using: * 400B run cost: $92.5–$185M (GPU only) * 8B hybrid cost: $4.25–$5.1k Two useful edges: # Optimistic for the 400B (cheap H100) vs expensive hybrids - Numerator: $92.5M - Denominator: $5.1k → ≈18,000 8B hybrids\approx 18{,}000\ \text{8B hybrids}≈18,000 8B hybrids # Pessimistic for the 400B (expensive H100) vs cheap hybrids - Numerator: $185M - Denominator: $4.25k → ≈43,000 8B hybrids\approx 43{,}000\ \text{8B hybrids}≈43,000 8B hybrids So the cost of ''one'' Llama-3-class 400B pre-train roughly buys you: : ~18k–40k post-trained 8B Zebra-Llama-style models. Even if my hybrid GPU-hrs estimate is off by a big factor (say 3×), you’re still in the many thousands of hybrids per 400B run. ===== 3.2 Concrete “collection” examples ===== Let’s say you want a fleet of task-/tenant-specific models: ====== Example A – 1,000-model fleet (per-team/per-customer variants) ====== * 1,000 × 8B hybrids × $5k ≈ $5M in GPU time * That’s: - ~5% of a cheap 400B run (~$100M) - ~2–3% of an expensive 400B run (~$200M) So one 400B pre-train funds ~20 such 1,000-model fleets. ====== Example B – 100 “premium” hybrids (extra tokens, extra tuning) ====== Even if you triple the cost per hybrid (heavier SFT, RL, eval): * Per hybrid: ~$15k * 100 models: $1.5M Still <2% of a single 400B foundation training cycle. ===== 3.3 How this maps to an AI factory ===== If you have: * A Rubin VR-200 “foundation plant”: - You swallow $100–$200M to birth one frontier 400B model. * A MI450X Helios “post-training refinery”: - You spend single-digit millions per year to continuously spin out: - Per-domain hybrids (code, legal, finance, internal docs) - Per-tenant or per-product instances - Experiments (architecture variants, safety variants, tooling variants) Economically: * 400B runs are rare, capital-intensive events. * Post-training hybrids are cheap, repeatable SKUs you can generate by the hundreds or thousands for the same budget.
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