3 ms·

the problem is not the model, but the infrastructure needed to run the model. so yeah, gpus, cpus, network, etc etc

by mvanbaak 5mo ago

polski-g 5mo ago
Power is 2-3x as expensive in Europe than American. They're toast.
- adev_ 5mo ago
  > Power is 2-3x as expensive in Europe than American. They're toast. Europe is not Germany. Electricity price is 2-3x times more expensive in Germany. Electricity price for electricity intensive professional is around 12-14cts/kWh in France and can be reduce under 10cts/kWh for big consummers. Which is competitive with the cost in several US states (it is still higher than Texas but not 3x). Nordic countries should be able to align on that too.
  - nperson 5mo ago
    Electricity price in Germany for industries was ~16,7ct/kWh in 2026, special ones pay 11-12ct today and will pay a capped 5ct soon.
    - adev_ 5mo ago
      > will pay a capped 5ct soon. Make sense. Production price in Europe is between 3.5-4.5cts/kwh averaged. The rest are mainly transport and taxes. If the EU currently choose to exonerate industrial consummers from these taxes and offload them on citizen (which honestly make sense from a business perspective), they could currently beat most US states in term of pricing while providing lower carbon footprint/kWh
- himata4113 5mo ago
  it's actually about the same in most countries, solar and wind is coming down in price every single day. germany is an outlier at this point.
- guilamu 5mo ago
  It's not. France: €0.149/kWh (~$0.175) US: ~$0.12–$0.14/kWh https://www.globalpetrolprices.com/France/electricity_prices/ https://www.globalpetrolprices.com/France/electricity_prices...
- jsnell 5mo ago
  The cost of power is pretty much irrelevant. The TCO of an AI datacenter is dominated by the capex. Over the lifetime of a DC, the capex will be 10x higher than all the opex combined. Power matters, but what matters is power availability not cost.

the problem is not the model, but the infrastructure needed to run the model. so yeah, gpus, cpus, network, etc etc

polski-g 5mo ago

Power is 2-3x as expensive in Europe than American. They're toast.

adev_ 5mo ago
> Power is 2-3x as expensive in Europe than American. They're toast. Europe is not Germany. Electricity price is 2-3x times more expensive in Germany. Electricity price for electricity intensive professional is around 12-14cts/kWh in France and can be reduce under 10cts/kWh for big consummers. Which is competitive with the cost in several US states (it is still higher than Texas but not 3x). Nordic countries should be able to align on that too.
- nperson 5mo ago
  Electricity price in Germany for industries was ~16,7ct/kWh in 2026, special ones pay 11-12ct today and will pay a capped 5ct soon.
  - adev_ 5mo ago
    > will pay a capped 5ct soon. Make sense. Production price in Europe is between 3.5-4.5cts/kwh averaged. The rest are mainly transport and taxes. If the EU currently choose to exonerate industrial consummers from these taxes and offload them on citizen (which honestly make sense from a business perspective), they could currently beat most US states in term of pricing while providing lower carbon footprint/kWh
himata4113 5mo ago
it's actually about the same in most countries, solar and wind is coming down in price every single day. germany is an outlier at this point.
guilamu 5mo ago
It's not. France: €0.149/kWh (~$0.175) US: ~$0.12–$0.14/kWh https://www.globalpetrolprices.com/France/electricity_prices/ https://www.globalpetrolprices.com/France/electricity_prices...
jsnell 5mo ago
The cost of power is pretty much irrelevant. The TCO of an AI datacenter is dominated by the capex. Over the lifetime of a DC, the capex will be 10x higher than all the opex combined. Power matters, but what matters is power availability not cost.