Comment by cduzz

AI data centers that exist and are operational are running at maximum capacity. That's why you see things like the tiny little data center run by xai showing up as a valuable resource to xai (on the sale side) and anthropic (buy side). It is "only" 300 megawatts and there's a 1.25 billion rent on it per month.

If all these other data centers were anywhere near coming on line, that 300mw data center would be a rounding error not a line item as it is right now.

So someone's signed contracts for way more and way larger data centers, someone's purchased billions in hardware for these not yet operational data centers. I'm wondering how depreciation's going to work on all these assets...

Anyhow, I'm not really sure what "max capacity" is here, nor am I really aware when they're going to be delivering the operational assets that are currently levered to their eyeballs and consuming 1/3rd of the memory made on the planet.

As far as inference vs training, have new gotten radically better than old models or only marginally (at the cost of 10x or more the training costs)?

Very exciting stuff.