That there is no perfect defense. There is no protection. Being alive means being exposed; it’s the nature of life to be hazardous—it’s the stuff of living.

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Cake day: June 9th, 2024

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  • I think you have the figures wrong, the investment in said to be around $1.5 billion dollars and $5.27 billion dollars is the expected return over the course of four years. If operators can get returns like that, they could break even is less than two years and profit for the remaining two years.

    I was referring to the end users of this service (the clients of the cloud data centre). If they spend $5.27 B on access to cloud GPUs, what is their return on this $5.27 B spend?


  • With bleeding-edge GPUs commanding as much as a car these days — $30,000 to $40,000 a piece in the case of Nvidia’s upcoming Blackwell chips — many datacenter operators have taken to using them as collateral to secure the massive loans.

    That shouldn’t be too much of a problem, according to our sibling site The Next Platform, which found that an investment of $1.5 billion to build, deploy, and network a cluster of roughly 16,000 H100s today would generate roughly $5.27 billion in revenues within four years.

    This very much looks like a bubble. What’s the return going to be like on that $5.27 B in spend over four years?