All industrial users pay lower, because they're able to apply economies of scale and locate themselves in places with lower power costs. Some of them are big enough that the utilities will build power lines and plants specifically to make electricity cheaper. It's not just a matter of "oh, they're rich, so we'll charge them less."
Yeah, but that's already priced in. Anyone wanting to get on the Nvidia train for the AI push is a few years too late. Honestly, I expect it to be overpriced, with AI hype boosting it over the value it should have.
You know, The Infinite Monkey Theorem states that if you chain a room full of monkeys to typewriters and let them all beat the keys at random, for an infinite amount of time, they will . . . eventually . . . through sheer random chance . . . produce the comple works of William Shakespeare. Maybe in 10 trillion years or so. THIS is current state of "AI."
What Musk is proposing is like building an army of very expensive, very wasteful fusion-powered robots to beat the monkeys in the hope that the monkeys will work just a little bit faster.
that is to illustrate the vastness of infinity not the efficacy of monkeys
assuming one infinite monkey:
sonnet 18 has 592 characters- or a chance of 4.3x10^-848
10 trillion is ^-13 for reference.
And the universe is not even 14 billion years old.
And the ^-848 was 14 lines, a onehundredth of a single percent of the complete works.
However, it's infinite monkeys, so the time it would take is effectively how every long it takes for one monkey to type that many lines. A few days? A week? In an infinite monkey cage it's done at the first attempt: that's the size of infinity.
All that to say, to replace that in power, if you converted all the mass in the universe to energy, and all the time until it's heat death and could combine them into one machine: probably not enough to clear Titus Andronicus.
H100 isn’t $40, it’s $40,000. You’re making the Bloomberg Mistake: it costs $4,000,000,000 - four billion.
I can’t wait to see what clownshoes nonsense way he absolutely fucks this one up, but that’ll take a lot of liquidity he probably doesn’t have access to unless he gets the $45bn Tesla payout.
xAI just finished up a funding round worth $6bn, he doesn't need to use his own money. It's the usual bunch of VC funds: Fidelity Sequoia, Kingdom Holdings (that's a Saudi fund).