alt Hacker NewsEDIT: A data center REIT where 1/5th of the datacenter falls apart each year and needs to be rebuilt. (aka "not a good REIT investment")
Because the GPUs go out of date.
EDIT: A data center REIT where 1/5th of the datacenter falls apart each year and needs to be rebuilt. (aka "not a good REIT investment")
Because the GPUs go out of date.
And yet Anthropic is paying xAI over a billion dollars a month for those out of date GPUs in their first datacentre (H100s being nearly 4 years old at this point).
Even A100s are still barely available on the major clouds despite being 6 years old.