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What's the next country to blow up? Our Datacenter Model subscribers got the ans

Source
x.com
Author
SemiAnalysis_
Date
Why it matters

Compute capacity is migrating toward the cheapest power and capex, and India's sub-$0.10/kWh economics put it on track for roughly 10GW by 2030 — a factor in where gets served and what it costs.

Terms in this piece · Glossary
  • inference — Running a trained model to get answers — the phase where AI is actually used, as opposed to trained.
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