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yesco | 2 months ago
My point is simple: the utility infrastructure is the hard part. The silicon sitting on raised floors is disposable and will be obsolete in a few years. But the power substations, fiber connections, and water infrastructure? That takes years to permit and build, and that's where the real value is.
Building that infrastructure (trenches for water lines, electrical substations, laying fiber) is the actual constraint and where the long term value lies. Whether they're running GPUs or something else entirely, industries will pay for access to that utility infrastructure long after today's AI hardware is obselete.
You're lecturing me about evaporative cooling efficiency while completely missing the point.
NitpickLawyer|2 months ago