[9cb14c1ec0]

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]

I think the hard part is acquiring the GPUs, first at all, then at any reasonable price.

[trenchgun]

Yes, and then you need to have the datacenter. Do you get a permit? How long does it take to build it?

[wongarsu]

Getting somebody who actually knows how to design and build a data center also seems to be a bit of an issue right now

[joquarky]

Simple solution: just put them in space!

[mNovak]

Also 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.