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by class3shock 2 days ago
The one thing I enjoy about our AI goldrush driven economy is all the cartoonish cash grabs coming out of the woodwork to try and part investors from their money.

1. 4-5x faster deployment than on land

- Not that this will ever be built but if it were, I assume Newport News or Electric Boat would be fitting the nuclear reactor (unless they cheap out and go with an import). Given they are booked solid until the 2040s somehow this company is even slower than the nuclear industry at building land based plants.

2. 1.5 GW deployed per year

- Starting in which year?

3. 1.1 PUE seawater cooling, modeled.

- Well there you have it, they modeled it, so it's basically already built.

4. 20-40 year infrastructure life

- Remind me how many 20 year old servers are currently running AI workloads? Oh, I guess that just means the ships and the nuclear reactor. I mean I guess that's good, it's not like a building on land would last that long...

Oh but I guess they will just be using LNG to start with, thank goodness that is alot easier to get than nuclear. In fact now is a really good time to start this as I heard there's some companies looking to offload a few LNG tankers somewhere in the gulf for a steal!

1 comments

I wonder if the business model is to operate on the high seas, where sanctions do not apply….
I'm not sure what sanctions you are thinking about but generally if you want to be beyond the legal reach of a nation state or group of nation states, you just set up a server in a different nation state that doesn't enforce the laws you want to avoid.