this post was submitted on 06 Sep 2024
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Datacenters are the lifeline for its $30B ML-fueled boom

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[โ€“] [email protected] 3 points 1 month ago (1 children)

I think you have the figures wrong, the investment in said to be around $1.5 billion dollars and $5.27 billion dollars is the expected return over the course of four years. If operators can get returns like that, they could break even is less than two years and profit for the remaining two years.

I was referring to the end users of this service (the clients of the cloud data centre). If they spend $5.27 B on access to cloud GPUs, what is their return on this $5.27 B spend?

[โ€“] [email protected] 2 points 1 month ago

Good question. To be honest, I don't understand how these companies are going to be profitable and how much end users (most likely us) will be paying for the services provided using this technology.