And Does the H200 Change Anything?
Like this comment if you think ChinaTalk needs a data visualization assistant (human or AI).
A human is going to leave Claude Code out of a job
lol, but Claude has bad taste for visual stuff
But great analysis!
Jensen always talks about $40-60b 1GW datacenter cost.
Extrapolating your numbers, we get $26b for 1GW. Dont you think you are underestimating?
Thanks, big fan here!
Thanks for reading! My estimate omits other possible costs like taxation and permitting costs, but even then Jensen's number may be an overestimate. Other sources corroborate this: https://finance.yahoo.com/news/nvidias-jensen-math-50-billion-033104538.html.
Like this comment if you think ChinaTalk needs a data visualization assistant (human or AI).
A human is going to leave Claude Code out of a job
lol, but Claude has bad taste for visual stuff
But great analysis!
Jensen always talks about $40-60b 1GW datacenter cost.
Extrapolating your numbers, we get $26b for 1GW. Dont you think you are underestimating?
Thanks, big fan here!
Thanks for reading! My estimate omits other possible costs like taxation and permitting costs, but even then Jensen's number may be an overestimate. Other sources corroborate this: https://finance.yahoo.com/news/nvidias-jensen-math-50-billion-033104538.html.