There's the servers and data center infrastructure (cooling, electricity) as well as the GPUs of course, but if we're talking $10B+ of GPUs in a single datacenter, it seems that would dominate. Electricity generation is also a big expense, and it seems nuclear is the most viable option although multi-GW solar plants are possible too in some locations. The 1GW ~ $10B number I suggested is in the right ballpark.
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There's the servers and data center infrastructure (cooling, electricity) as well as the GPUs of course, but if we're talking $10B+ of GPUs in a single datacenter, it seems that would dominate. Electricity generation is also a big expense, and it seems nuclear is the most viable option although multi-GW solar plants are possible too in some locations. The 1GW ~ $10B number I suggested is in the right ballpark.