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From the linked tweet: "Yann LeCun confirms that Meta spent $30 billion on a million NVIDIA GPUs"
by brandall10 2y ago
From the linked tweet: "Yann LeCun confirms that Meta spent $30 billion on a million NVIDIA GPUs"
- qeternity 2y agoYann is not a CFO. If I buy a house tomorrow, I don't just consider it a massive one-day expense. They will amortize the cost over the useful life of the hardware.
- brandall10 2y agoThis was addressing the second point which is relevant to the headline: "There's no way Meta is paying retail."
- 7e 2y agoMeta doesn't have the electrical capacity to online a million 700W GPUs in 12 months. And they don't pay until they're delivered.
- loeg 2y agoAdding 700MW in GPUs in 12 months is within Meta's capabilities.
- 7e 2y agoMeta's 2023 electricity usage was 11.5 terawatt-hours [1]. They've historically added about two terawatt-hours per year. That's only 228 MW of additional capacity per year. [1] https://www.statista.com/statistics/580087/energy-use-of-facebook-meta/ https://www.statista.com/statistics/580087/energy-use-of-fac...
- loeg 2y agoSure, but in every historical year they are also trying not to increase energy use, for cost reasons -- they have not been build-out limited. I don't think adding an additional 150% of historical average is especially challenging (beyond the huge OpEx expenditure, which isn't a problem for Meta).