Would a hedge fund that does not want to trust to a public AI cloud just buy chassis, mobos, GPUs, etc, and build an equivalent themselves? I suspect they value their time differently.
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Why do you think a hedge fund can't hire a couple of IT guys? Most of the larger ones have technical operations that would put big tech to shame.
Medium sized hedge funds are a good portion of the market, and only really want to hire just enough tech people to keep the quant pipelines running.
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