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mike_hearnlast Sunday at 6:49 PM1 replyview on HN

They don't have many big AI datacenters as they've been GPU constrained for a long time.

Solar is largely irrelevant. You can't run an AI datacenter off solar.


Replies

vlovich123last Sunday at 7:31 PM

It absorbs the demand during the day / there’s enough for consumers. Similarly China also has a lot of nuclear. They’ve overbuilt their grid several times over.