← Back to context

Comment by Aurornis

6 hours ago

> With an 8x MI355x cluster at full tilt and including cooling, your power draw runs ~17kW. That's what it looks like when it's running full tilt. To be fair, hey that's pretty expensive.

Pretty expensive is an understatement. You couldn’t buy one of these if you wanted to right now. If you could it would be multiple hundreds of thousands of dollars.

> It does mean 8 multi-trillion parameter models unquantized running 24/7 without pause

You can’t even run one unquantized multi-trillion parameter (>=2T) model on 8 x MI355x with enough context for concurrent users. I don’t know how you think it’s going to run 8 of them at the same time. Did you mean 8 concurrent sessions?

Your math is way off across this post. If replacing an Anthropic subscription for a whole company was as easy as buying a box for the office and then breaking even in 2 months, it wouldn’t be some little secret that we only discover in a comment online.

>You couldn’t buy one of these if you wanted to right now.

You can: https://www.exxactcorp.com/Exxact-TS4-149591758-E149591758 . You can get thousands of tps of GLM 5.3 output out of this thing, which grades around Opus 4.8. Payoff is around 1 year vs. spot prices on these GPUs, including power.

  • I have quoted large nodes from this supplier and have lots of^W^W GPUs from them for personal use. Current lead time is more than 30 months.

    They're a good provider but you have to be a big shot buying NVL72s before you're getting anything within your payback period.

    • Ah thanks for the solid info, too bad. I'd seen them come up as a pretty good price for 6000 RTX's in the past, which seem generally pretty available, good source for those?

      2 replies →

  • I can't tell from the ad -- it says "supports" 8x MI350X GPUs, but does that mean "includes" 8x MI350X GPUs? For $300K I'd certainly hope so, but I'm assuming not.

    A system with 4x RTX 6000s costs about $60K these days, and can (as you note) trade blows with Opus 4.8 if not Fable. In fact, it'll give you a better pelican than Fable 5.1, and in less time.

    • Ha fair, I'd definitely confirm with a salesperson before wiring them $300k. But most of the signs on the configurator seem to point to it including the GPUs? Not going to make 30k BTUs/hr of heat without the 8kw of GPUs.

    • > trade blows with Opus 4.8 if not Fable.

      Okay I love the open models, but the hype is getting ridiculous. The models you can run on 4 X RTX6000 are not Fable level.

      2 replies →

> Pretty expensive is an understatement. [...] If you could it would be multiple hundreds of thousands of dollars.

Obviously, I quantified both the operating expense and the capital expense in my post. What I find curious is that you're quoting me talking about the operating expenditure, and changing the topic to be about the buy-in like these are interchangeable things. You don't think that this is a crucial and important distinction?

> You couldn’t buy one of these if you wanted to right now.

You could have spent all of 5 seconds of searching rather than just assuming[1]. You're not buying an Nvidia Superpod™.

> You can’t even run one unquantized multi-trillion parameter (>=2T) model on 8 x MI355x with enough context for concurrent users.

That's certainly fair a point. Although in the English language, especially in legal contexts, the multi- prefix is used inclusively for fractional values. That is it's strictly >1, not >=2. IE an 18 month contract is a multi-year contract, or a $1.6 million dollar asset is a "multi-million" dollar asset. But this is uninteresting semantics.

You are right, but it also doesn't matter. The gap is just that big. You can run 1 single user of Kimi K3 and still not even come remotely close to the $70k or so that a single Opus 4.8 user can burn over the course of a month on left on max. An honestly lowballed amount I know from anecdote. The per-token cost is just really expensive.

> Your math is way off across this post.

You made one technical point above, one that doesn't ever arrive at a relevant rebuttal to the substance of my post. But please, I'd love to hear you elaborate, especially because I didn't actually give much math at all.

If you want math though, here's the math. Let's say you are paying a ridiculous amount of money for electricity, a price nobody in the US pays -- $2 per kilowatt hour. That's about 5x the average rate in California, 4x as in Hawai'i. 17kW @ $2/kWh * ~8766 hours in a year puts that cluster's electrical costs at just shy of ~$298k annually assuming it takes no breaks. Let's make matters worse and round that up to $300k. It's also assuming you didn't invest in a solar hookup for your building, which I don't know why you haven't at this point, especially if you're installing a CDU for your new cluster. 12 months of Claude burning $70k a month is $840k. For a buy in of, you know what, let's call it $500k. Why not? It still doesn't matter. The operating cost is so much lower it's paid for itself plus an additional $40k in the first year. Even at a ridiculous penalty in electricity that nobody pays, even overinflating the amount of money you'd pay for the cluster and the infrastructure to get it set up, it's not even remotely close for a single user where the gap is smaller (IE, you're not wasting "a million dollars" in a year by maxing out the $200k scaling limit every month)

You can of course trot out the point that oh, in 12 months this setup will be extremely outdated! It doesn't matter. If the work it was doing today was useful, it will be useful next year too. And with the rapidly encroaching diminishing returns from parameter scaling, you're probably going to be just fine for a while. Maybe grab a quantized version of a newer Chinese model at the end, before grabbing a newer generation of AMD node. Those MI400s are looking pretty sweet after all.

> If replacing an Anthropic subscription for a whole company was as easy as buying a box for the office and then breaking even in 2 months

If you're locked in, then you're locked in. But don't pretend like you're saving money. You're not.

> it wouldn’t be some little secret that we only discover in a comment online.

Why does this have you so nasty and defensive? It's not a "little secret" that running your own infrastructure is cheaper. Of course it is. You know what else is cheaper? Owning your own office building out in the sticks, rather than leasing part of one in the city. Not everybody can make that work, there are no free lunches after all.

History repeats, these same exact lines were rolled out ad nauseum during the cloud craze. Datacenters are businesses, not charities. Frontier companies rent quite a fair amount of their infrastructure. Even if they resold that compute below cost (they don't), there's a pretty steep cliff before the economics start to look attractive.

[1] - https://www.avadirect.com/GIGABYTE-G893-ZX1-AAX4-Dual-AMD-EP...

  • > You could have spent all of 5 seconds of searching rather than just assuming[1].

    I guarantee this will not ship to you any time soon.

    The current lead time on these GPUs in measured in years. If you didn't place an order for this a long time ago, it's not coming this year.

    Being able to add it to an online configurator does not mean anything right now.

    > 12 months of Claude burning $70k a month is $840k

    Your math is completely useless with these arbitrary numbers pulled out of the air.

    If you want to begin calculating payback period you'd need to look at token costs, cost per task, utilization rates, and so on.

    > The operating cost is so much lower it's paid for itself plus an additional $40k in the first year.

    You went from paying back in a couple months to paying back in a year but you still haven't even talked about tokens or concurrency.

    You're also neglecting the fact that hosted tokens are going down in price at a rapid rate. If someone was paying $70K per month in tokens for Opus this month, that same level of compute is going to be much cheaper 12 months from now.

    > Why does this have you so nasty and defensive?

    Not nasty or defensive, just tired of these armchair claims that it's easy to go out and buy an 8 X MI355X box from people who obviously have no idea what the hardware lead time is like right now, or who haven't considered the actual math on token costs and payback times. You're still making a lot of claims without a single discussion of cost per task or token.