this post was submitted on 20 Sep 2024
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A 20 year deal, with no power produced until 2028?
Either MS really do know something we don't, or this bubble has grained a layer of strontium.
It doesn't really matter whether it's LLMs. There are limits to the value of creating an increasing amount of new hardware to do any particular math, but once you have the hardware it's pretty easy to find applications for the electricity to pay for itself.
There are countless spaces that will benefit from as much math as we can give them for a long time.
That's what happened for Personal Computers because most people could own one. Microsoft is trying to relive their PC highlights by going all in on nuclear powered mainframes.