Anyone seriously building out AI infrastructure I presume is paying nowhere near $.38/kWh which is extortionate. Utility scale solar is closer to $.02-.03/kWh, then maybe around ~$.10/kWh for natural gas peaker plants.
Utility scale power price varies widely by location and exact time of day.
LLM's aren't very latency sensitive and can therefore move to wherever power is cheapest.
Right now that's places next to aluminium smelters (which also like very cheap electricity 90+% of the time).
Utility scale power price varies widely by location and exact time of day.
LLM's aren't very latency sensitive and can therefore move to wherever power is cheapest.
Right now that's places next to aluminium smelters (which also like very cheap electricity 90+% of the time).