4 ms·
So we know what they are renting these GPUs for. I'm really curious about the input costs of their power generation. Is there actually enough margin in these
by 9cb14c1ec0 4mo ago
So we know what they are renting these GPUs for. I'm really curious about the input costs of their power generation. Is there actually enough margin in these deals for xAI to cover their depreciation cost?
Edit: from the footnotes:
> Colossus actually runs largely on its own on-site gas turbines, which comes out even cheaper: at a simple-cycle heat rate of ~10,000 Btu/kWh and Henry Hub gas at ~$3.50/MMBtu, the fuel bill is only around $90mn a year.
OK, that's crazy. How can I get into renting GPUs to hyperscalers?
- eqmvii 4mo agoI think the hard part is acquiring the GPUs, first at all, then at any reasonable price.
- trenchgun 4mo agoYes, and then you need to have the datacenter. Do you get a permit? How long does it take to build it?
- deleted 4mo ago[deleted]
- mNovak 4mo agoAlso gas turbines are on backorder until 2029, and new grid connection queues on a similar timescale. Hence why all the bitcoin miners are cashing in (or trying to) by converting their facilities to datacenters.
- keynha 4mo ago[flagged]