Datacenters powered by solar farms

 What do you think about this business idea?Find cheap unused land with high sun exposure (e.g. desert areas)Build there solar farms and datacenters (for AI/LLM inference; using either ASICs for high energy efficiency or GPUs)Use solar to power these datacenters (essentially free energy)Charge per token, or potentially future auction bidding (pay more for higher intelligence access)Latency of distant locations may not be an issue... intelligence processing usually takes time anyway + Starlink can handle itMy opinion: demand for intelligence (AI/LLM inference, compute) will grow in coming years, as will energy demand. Possibly more demand than supply.Some actors will pay a premium for intelligence as their use case/business justifies it.Cutting-edge LLMs (e.g. GPT-10..) might stay closed, available only via developers. These models will be sought after as they'll outperform others - for some use cases, it's worth the price (privacy loss, dependency, etc.)

Feb 3, 2025 - 00:43
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 What do you think about this business idea?
  • Find cheap unused land with high sun exposure (e.g. desert areas)
  • Build there solar farms and datacenters (for AI/LLM inference; using either ASICs for high energy efficiency or GPUs)
  • Use solar to power these datacenters (essentially free energy)
  • Charge per token, or potentially future auction bidding (pay more for higher intelligence access)
  • Latency of distant locations may not be an issue... intelligence processing usually takes time anyway + Starlink can handle it
  • My opinion: demand for intelligence (AI/LLM inference, compute) will grow in coming years, as will energy demand. Possibly more demand than supply.
  • Some actors will pay a premium for intelligence as their use case/business justifies it.
  • Cutting-edge LLMs (e.g. GPT-10..) might stay closed, available only via developers. These models will be sought after as they'll outperform others - for some use cases, it's worth the price (privacy loss, dependency, etc.)