Time to change the core AI mnemonic from “1 gig = 50 big” to 75 (AI infrastructure costs rising from $50BN per GW to $75BN)
John Tinsman@JohnTinsmanCOMPUTE PRICES RISE 50% Google is paying SpaceX roughly $11.4 billion a year for roughly 150 MW of compute. That’s $7.6 billion per 100 MW Just two weeks ago SpaceX just inked a 3 year deal with Anthropic for 300 MW for $15 billion a year. That’s $5 billion per 100 megawatt. COMPUTE PRICES ARE UP OVER 50% IN JUST 2 WEEKS. DO YOU THINK THAT IS BEARISH FOR COMPUTE LEASERS AND SEMICONDUCTORS?