▲ | kurthr 3 days ago | ||||||||||||||||||||||||||||||||||
What is missing even in this article is the install and expected failure rate of the dominant GB300 servers. Numbers I heard were, "~15% annual failure and it's not worth trying to swap/repair". That means in 5 years these entire installs are down more than half. Of course they can install the NEW GX500turbo servers which are 4x the compute, but 2x more power hungry. How much will that cost? What is the hyperscaler write down ~$200B/yr? Better have some income to make that up. They've got only 3 years to get there. That still means All New data centers. They aren't being built for for this now, and so the old ones'll have to get ripped out and rebuilt (in place?) before they get the new servers. I do think they've planned the external power delivery, but not cooling or IP infra. It's a CF. | |||||||||||||||||||||||||||||||||||
▲ | fancyfredbot 2 days ago | parent | next [-] | ||||||||||||||||||||||||||||||||||
The article is right to focus on the end customer and not on the hyperscalars. The hyperscalars are not the ones having trouble generating income. They have plenty of paying customers. They certainly understand capital depreciation and the need to refresh hardware. Premature hardware failure will be charged back to Nvidia who are not exactly struggling for cash either. | |||||||||||||||||||||||||||||||||||
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▲ | 3 days ago | parent | prev [-] | ||||||||||||||||||||||||||||||||||
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