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It's right in the article, there were 40bn of disclosed costs. It's still a good return, it pays for itself in 18 months, but if you build and rent data centres
by adammarples 4mo ago
It's right in the article, there were 40bn of disclosed costs. It's still a good return, it pays for itself in 18 months, but if you build and rent data centres, then that's your business, and you're not likely to 100x in 3 years, which is the wild projection behind their valuation.
- EdwardDiego 4mo agoAlso moves spend from capex to opex for your competitors - their access to your GPUs so don't have to wait to buy so many of their own, and I'm going to take a stab that those puppies are going to depreciate hard. But better to make some money with it while trying to catch up than none money hoping you _can_ catch up.