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I don't really agree. The energy component of opex still dominates over the depreciation.
by jeffbee 4mo ago
I don't really agree. The energy component of opex still dominates over the depreciation.
- hollerith 4mo agoFor AI data centers? Depreciation on the GPUs and AI accelerators is a bigger cost than electricity. Now it might be that a new data center will find it more difficult to obtain a reliable supply of electricity than to obtain GPUs, but your statement was about expenses.