Solid breakdown of the infrastructure bottleneck finally opening up. The Inner Mongolia site selection logic makes alot of sense when power costs are such a huge chunk of OpEx. Worked ona project where data center cooling ended up dwarfing compute costs in warmer regions, so that natural cooling advantage is probly more valuable than people realize. The domestic chip timeline for inference workloads could be the real wildcard here if quality stays consistent.
There are obviously many moving parts, including geopolitical factors. Natural cooling is often an understated advantage, as cooling systems can account for up to 35% of a data center’s total power consumption
Seems like you have had a few changes - another portfolio update would be appreciated!
Solid breakdown of the infrastructure bottleneck finally opening up. The Inner Mongolia site selection logic makes alot of sense when power costs are such a huge chunk of OpEx. Worked ona project where data center cooling ended up dwarfing compute costs in warmer regions, so that natural cooling advantage is probly more valuable than people realize. The domestic chip timeline for inference workloads could be the real wildcard here if quality stays consistent.
Thanks for the comment!
There are obviously many moving parts, including geopolitical factors. Natural cooling is often an understated advantage, as cooling systems can account for up to 35% of a data center’s total power consumption