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Comment by z3t4

4 days ago

4000x cost saving would bring operation costs for compute down close to zero, meaning marginal costs for data centers would go down as well, meaning data centers would buy a shit ton of these chips. Think the valuation of Nvidia x 1000 I still think the technical challange is too big, but it's high reward for early investors.

This is insanity - "compute" is a tiny fraction of energy usage compared to memory, data storage, and data retrieval.