591–600 of 668 posts
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0,19 per kwh. Damn man, here it is like 0,97 per kwh (Western Europe) … stop complaining
This is not true. The average in the EU is 0,287 €/kWh. I pay 0,34 €/kWh in Berlin.
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Politics is a distraction and largely irrelevant to investing. The stock market has so much money going into it that it is in a bull market. Because people have nowhere else to put their money into (real estate is dead atm). You are letting your political biases poison your financial decisions.
It isn't even a political bias but rather we can't deny that the economy feels like kissing the ring whether its us buying intel stocks or sort of forcing nvidia to buy some intel stocks and etc. And I feel like its in a bull market because of AI Hype which was the main comment of the original parent to which you responded I think... If this AI hype fails to deliver. Literally the magnificient 7 will have a huge loss…
Mag7 are some of the most profitable and well run companies in history investing their insane profits.
No other country has public markets as developed, regulated and liquid as the US. Likely you are just investing into the unknown with a ton of risk factors you are not aware of. In places outside of the US politics actually is a significant factor in investing.
Framing it in gigawatts is very interesting given the controversy about skyrocketing electric prices for residential and small business users as a result of datacenters over the past three years, primarily driven by AI growth. If, as another commenter notes, this 10GW is how much Chicago and NYC use combined , then we need to have a serious discussion about where this power is going to come from given the dismal stat…
> is neither fair nor sustainable That's half what I pay in Italy, I'm sure the richest country in the world will do fine.
Next Year: OpenAI announces it is seeking funding for a Dyson Sphere
Where do I sign? Finally back to space race instead of era of social network degradation.
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He single-handedly cost people more than anyone with his bearish takes lol
Its not a good argument against him. I read his articles and he is absolutely correct about the state of things. Predicting the crash is a fools errand. I don't use that as a argument to discredit what he actually writes regarding the raw economics of the AI industry. I say this as someone who has been holding NVDA stock since 2016 and can cash out for a large sum of money. To me its all theoretical money until I act…
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> So where is this 10GW electric supply going to come from If the US petro-regime wasn't fighting against cheap energy sources this would be a rounding error in the country's solar deployment. China deployed 277GW of solar in 2024 and is accelerating , having deployed 212GW in the first half of 2025. 10 GW could be a pebble in the road, but instead it will be a boulder. Voters should be livid that their power bills a…
Fyi capacity announced is very far from the real capacity when dealing with renewables. It's like saying that you bought a Ferrari so now you can drive at 300km/h on the road all of the time. In mid latitudes, 1 GW of solar power produces around 5.5 GWh/day. So the "real" equivalent is a 0.23 GW gas or nuclear plant (even lower when accounting for storage losses). But "China installed 63 GW-equivalent" of solar power…
Framing it in gigawatts is very interesting given the controversy about skyrocketing electric prices for residential and small business users as a result of datacenters over the past three years, primarily driven by AI growth. If, as another commenter notes, this 10GW is how much Chicago and NYC use combined , then we need to have a serious discussion about where this power is going to come from given the dismal stat…
Framing it in GW is just giving them what they want, even if it makes no sense.
For someone who doesn't know what a gigawat worth of Nvidia systems is, how many high-end H100 or whatever does this get you? My estimates along with some poor-grade GPT research leads me to think it could be nearly 10 million? That does seem insane.
All-in, you’re looking at a higher footprint maybe 4-5kw per GPU blended.
So about 2 million GPUs.
> Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs I know watts but I really can’t quantify this. How much of Nvidia is there in the amount of servers that consume 10GW? Do they all use the same chip? What if there is newer chip that consumes less, does the deal imply more servers? Did GPT write this post?
So this investment is somewhat structured like the Microsoft investment where equity was traded for Azure compute.
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Basically, yes. When you stand up something that big, you need to work with the local utilities to ensure they have the capacity for what you're doing. While you can ask for more power later on, if the utilities can't supply it or the grid can't transport it, you're SOL.
You could in theory supplement it with rooftop solar and batteries, especially if you can get customers who can curtail their energy use easily. Datacentres have a lot of roof space, they could at least reduce their daytime energy costs a bit. I wonder why you don't see many doing solar, do the economics not work out yet?