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Why Cloud Bills Now Include a Reserved Capacity Deposit

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Why Cloud Bills Now Include a Reserved Capacity Deposit

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Lucas and Luna break down a new line item appearing on enterprise cloud invoices: the reserved capacity deposit. Unlike traditional reserved instances that offer a discount in exchange for upfront commitment, this deposit requires customers to pay a non-refundable fee to 'hold' compute capacity in a specific region, even before they provision any resources. The hosts trace the origin of this practice to the GPU shortage of 2023–2024, when AWS and Microsoft began charging deposits to queue for H100 clusters. What started as an AI-specific workaround is now spreading to general-purpose CPU instances in constrained regions like US-East and EU-West. Lucas explains the accounting implications — the deposit sits as a prepaid asset on the balance sheet, but if the customer never deploys, the cloud provider keeps the cash. Luna questions whether this is essentially a call option on compute. The episode closes with a practical tip: negotiate a sunset clause that lets you convert unspent deposits into credits before the fiscal year end. #ReservedCapacityDeposit #CloudPricing #AWS #MicrosoftAzure #GoogleCloud #GPU #H100 #EnterpriseCloud #CloudBills #InfrastructureCost #TechPodcast #Technology #CloudInfrastructure #ITSpending #FexingoBusiness #BusinessPodcast #CloudProviders #ComputeCapacity Keep every episode free: buymeacoffee.com/fexingo

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