Post #2781391

I wonder when people are going to start writing about the opex implications of train and inference clusters. I get that the capex story is hilariously full of vendors in buyers’ pockets, depreciation forecast comedy and cost predictions that seem willfully blind to subsidized prices. But comparisons to dot-com-bubble black fiber seem to ignore that a pipeline full of glass strands has totally different upkeep than an air-cooled building full of A100s in Phoenix.