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My feeling is much of this client AI hardware push is to dodge the power cost. They're looking at spending $100B on a 5GW 'Stargate' datacenter for AI, and payi
by keyringlight 2y ago
My feeling is much of this client AI hardware push is to dodge the power cost. They're looking at spending $100B on a 5GW 'Stargate' datacenter for AI, and paying back that investment will go better without the ongoing (forever?) costs of running the resulting models centrally.