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I think since electricity costs are the most important facet of the margins, and the cheapest electricity source is solar, this means the largest inference prov
by RealityVoid 17d ago
I think since electricity costs are the most important facet of the margins, and the cheapest electricity source is solar, this means the largest inference providers will run massive photovoltaic parks.
- nkmnz 17d agoNot sure if anybody wants to combine the CAPEX risk of running a cloud business and the CAPEX risk of building out the massive capacities of solar, plus lease for the land, plus managing electricity backups for cloudy days.
- RealityVoid 17d agoVertical integration, amirite?