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How much of this capex is infrastructure that can support future generation of compute vs current-gen GPUs that will become obsolete?
by nylonstrung 1y ago
How much of this capex is infrastructure that can support future generation of compute vs current-gen GPUs that will become obsolete?
- rwmj 1y agoI can't find the reference now unfortunately, but I read it was about 50:50, so half is the data center land / building / cooling / power generation, and half is in the GPUs themselves. This is notably very different from the dot-com build out of dark fibre, where digging the holes cost the vast majority of the money, and the fibres and network equipment cost very little in comparison.