[landryraccoon]

Their electricity costs are $10K per month or about $120K per year. At an interest rate of 7% that's $1.7M of capital tied up in power bills.

At that rate I wonder if it makes sense to do a massive solar panel and battery installation. They're already hosting all of their compute and storage on prem, so why not bring electricity generation on prem as well?

[datadrivenangel]

At 120K per year over the three year accounting life of the hardware, that's 360k... how do you get to 1.7M?

[landryraccoon]

It seems unlikely to me that they'll never have to retrain their model to account for new data. Is the assumption that their power usage drastically drops after 3 years?

Unless they go out of business in 3 years that seems unlikely to me. Is this a one-off model where they train once and it never needs to be updated?

[moffkalast]

Let's just say we're not seeing all of these sudden private nuclear reactor investments for no reason.