集装箱式数据中心为何值得建:1GW 超算造价约 500 亿美元、12 个月创收约 400 亿美元
Need to clarify, this container does not produce 1GW of compute. Rather I'm stating why this build out is happening. It costs about $50bn to create a 1GW super computer. That super computer will yeild about $40bn in revenue in 12 months. And have a lifespan of ~10+ years. This is like printing money, and why delivering these containers makes sense, since you are up and running in days instead of months. 3 months of no token generation is currently an opportunity cost of $10bn
一座 1GW 超算的建造成本约 500 亿美元,12 个月内可带来约 400 亿美元收入,寿命约 10 年以上。集装箱方案的价值在于数天即可上线而非数月,而 3 个月不产出 token 的机会成本目前约为 100 亿美元。
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数字来自平台,为最近一次抓取时的数据。
来源:X · Linus Ekenstam · x.com