111–116 of 116 posts
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Maybe 67% is too much, but the GPUs are the most expensive thing in all those datacentres. Anyway, according to the latest articles[0], 1000B is the lower bound. [0] https://sg.finance.yahoo.com/news/ai-infrastructure-investme...
The most expensive thing in my house isn't even 1% of the value of my house and everything in it.
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Two economists are walking down a forest path and they come across a piece of animal excrement. The first economist turns to the second and says "I'll give you $100 to eat that!" The second one eats it and the first one gives him $100. They start walking again and a few minutes later they come to another piece of animal excrement. The second economist now looks at the first and says "I'll give you $100 to eat!" The f…
Great argument ... but if you apply it to the world as a whole, this is obviously exactly what happens. Even within one country, this should be 99% of what happens, onless it's an oil producer or something like that.
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Yeah but remember 1) stuff gets more expensive the more it's "processed"/further up the chain. It's hard to think of something further up the value chain than a modern gpu server. Just look at one input, asml machines. 2) a lot of dram, labor etc is also baked into the gpus.
Sure. Obviously GPUs are expensive. My computer is more expensive and more processed than a 2x4, but that doesn't mean that my computer is a significant percentage of the value of my house. And it's pretty unclear what is included in the "capital expenditure" numbers. E.g. does it include training costs? does it include research costs? etc.
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The most expensive thing in my house isn't even 1% of the value of my house and everything in it.
Imagine a house full of racks of gpus!
Now imagine adding a complex liquid cooling system to my house, upgrading the wiring to support the extra power draw, and some full time staff to maintain the space and keep the GPUs running. Wouldn't be hard to switch the balance back away from GPUs toward the infrastructure around them.
And let's also imagine I include my massive GPU usage bill in the house column. And while we're at it let's also include my full time staff of researchers in the house column.
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Imagine a house full of racks of gpus!
I can imagine that. I could probably fit more GPUs in my closet than the cost of my house. Now imagine adding a complex liquid cooling system to my house, upgrading the wiring to support the extra power draw, and some full time staff to maintain the space and keep the GPUs running. Wouldn't be hard to switch the balance back away from GPUs toward the infrastructure around them. And let's also imagine I include my mas…
All articles that I found on "ai datacenters cost breakdown" say that >60% is for the HW inside.
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I can imagine that. I could probably fit more GPUs in my closet than the cost of my house. Now imagine adding a complex liquid cooling system to my house, upgrading the wiring to support the extra power draw, and some full time staff to maintain the space and keep the GPUs running. Wouldn't be hard to switch the balance back away from GPUs toward the infrastructure around them. And let's also imagine I include my mas…
No way staff, complex liquid cooling and everything else is going to cost more than the hardware itself. All articles that I found on "ai datacenters cost breakdown" say that >60% is for the HW inside.