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They are building new datacenters for the AI demand, so around half of this CAPEX is not for the GPU-s, and those will not be replaced every 3-5 years. Also, T

by ody4242 2mo ago

They are building new datacenters for the AI demand, so around half of this CAPEX is not for the GPU-s, and those will not be replaced every 3-5 years. Also, TPUv2 was introduced in 2018, and still not completely retired in all regions, from accounting pov, it has been written down to 0, but they are still working.

lokar 2mo ago
The cost of the land, building, mechanical equipment, etc is a very small fraction of the total cost of a DC.
- ody4242 2mo ago
  The upfront cost of facility is ~30%, network infra 10-15%, land/utilities is small percentage, power could be significant for an AI DC. The servers are ~50-60% only.
  - lokar 2mo ago
    That was not my experience, but that was pre-Covid