interesting post! it's notable how little electricity $ counts overall (even with zero-cost electricity)
the 10-20 year capex will be quite different than the model given application-specific chips coming to market in next few years where educated guesses are 100x more powerful at 10x the cost
also, many interesting data points are lacking source attribution
interesting post! it's notable how little electricity $ counts overall (even with zero-cost electricity)
the 10-20 year capex will be quite different than the model given application-specific chips coming to market in next few years where educated guesses are 100x more powerful at 10x the cost
also, many interesting data points are lacking source attribution