AI Labs’ Compute Advantage Poses a Scaling Risk for Data Companies

Olam Labs uses GPUs to test post-training tasks on open models that it plans to sell to AI labs. At its current stage, sourcing the required GPU capacity is relatively easy, including as the company grows and scales.

The assessment says research-focused companies, including NeoLabs, are already compute-constrained, while AI labs have the strongest advantage in access to compute and the highest margin per megawatt.

It predicts that AI labs will continue absorbing compute faster than other businesses, making GPU access the main risk for Olam Labs and similar companies as they scale. How quickly this will affect Olam Labs at its current stage remains unclear.