The gigawatt question

kept by eddie oct 28

A 1 GW AI data center loses money in 98% of simulated outcomes under current build costs and rental rates, echoing dot-com era dynamics.

How GPUs Became the Newest Financial Asset
GPUs are being financialized as a new asset class through debt securitization, derivatives, and tokenization, despite rapid obsolescence threatening traditional financial infrastructure.
also on CoreWeave, #data-centers, Nvidia, #ai
Clouded Judgement 5.22.26 - The Neocloud Boom
The AI infrastructure buildout could require $7.5 trillion in spending by 2030, creating trillions in enterprise value for neoclouds like CoreWeave and Nebius.
also on CoreWeave, #data-centers, OpenAI, #business-strategy
A Deluge of A.I. Computing Power Is About to Come Online, Fueling Major Leaps - The New York Times
AI chip count will double roughly every nine months, reaching about 200 million H100‑equivalent units by 2028 as massive data‑center construction ramps up worldwide.
also on #data-centers, Microsoft, Nvidia, #infrastructure, OpenAI, #ai
Higher usage limits for Claude and a compute deal with SpaceX
Anthropic doubles Claude Code rate limits and API capacity for Opus models, enabled by a new compute partnership with SpaceX's Colossus 1 data center.
also on #data-centers, Nvidia, #infrastructure, #business-strategy, #ai
Is AI Profitable Yet?
Frontier AI companies have spent $1.5T on infrastructure and operations but earned only $769B in revenue, leaving nearly all heavily unprofitable while Nvidia captures the majority of profits.
also on Microsoft, Nvidia, #economics, OpenAI, #business-strategy, #ai