On energy as the binding constraint of the AI buildout
Nice. I know nothing about Bloom. Always considered it a shitco. Is it cost competitive?
Haven’t researched the business but you can see deals they are signing
How will the all in cost to compute compare to China's.
Chinese inference cost is a lot cheaper assuming electricity is 50% cheaper and inference with deep seek is 80% cheaper.
superb work TCM 👍
Nice. I know nothing about Bloom. Always considered it a shitco. Is it cost competitive?
Haven’t researched the business but you can see deals they are signing
How will the all in cost to compute compare to China's.
Chinese inference cost is a lot cheaper assuming electricity is 50% cheaper and inference with deep seek is 80% cheaper.
superb work TCM 👍