@elonmusk: “Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely h…

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Summary

Elon Musk responds that "lack of electricity" oversimplifies the challenge, arguing that deploying massive AI compute at high speed is difficult across the board, echoing a former Google employee's analysis that data center capacity and power, not GPU production, are the real bottlenecks.

“Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed. If there was twice as much time, this would be relatively easy, but there is not.
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“Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed.

If there was twice as much time, this would be relatively easy, but there is not.

Rihard Jarc (@RihardJarc): Former GOOGL employee on why data center capacity and electricity are the real bottlenecks, not GPU production itself, and how unreliable some of the neoclouds are (AMZN, $GOOGL, $MSFT, $NVDA):

  1. According to the expert, open-source models are closing the gap with frontier

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