Comment by tristanj
12 hours ago
SemiAnalysis' report on orbital data centers estimated 4x terrestrial costs in 2026, then parity around ~2040.
https://newsletter.semianalysis.com/p/to-boldly-go-the-case-...
12 hours ago
SemiAnalysis' report on orbital data centers estimated 4x terrestrial costs in 2026, then parity around ~2040.
https://newsletter.semianalysis.com/p/to-boldly-go-the-case-...
Based on very specific assumptions: “…the world in which AI demand is so overwhelming as to exceed the already formidable datacenter capacity additions” — but also this same world is one where GPU chip supply is abundant, there just isn’t enough data centers to put them in.
This does not seem like the likeliest scenario to me.
Agreed, how could we not have datacenter capacity for the GPUs when Meta has shown that you can go from a bare field to an operational datacenter in about 3 months by using tents instead of buildings?
How hard would it be to weatherproof a GPU computing rack? Like how much more cost would it add? So theoretically you could even forgo tents. Just have them at field. Technically you could even maybe run them in freeports. Thus saving any tariff costs...
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