CPUs and GPUs to Become More Expensive After TSMC Price Hike in 2026
https://www.guru3d.com/story/cpus-and-gpus-to-become-more-expensive-after-tsmc-price-hike-in-2026/
"What’s a #datacenter made of?? There are 3 main components; the #building and land at roughly a quarter of the cost, all the #powersystems, wiring, cooling, racking, etc. at about 40% of the cost, and then the #GPUs themselves at about 35% of the cost. I’m assuming that the building depreciates over 30 years, the chips are obsolete in 3 to 5 years, and then the other stuff lasts about 10 years on average. Call it a 10-year #depreciation curve on average for an AI datacenter. Which leads you to the first shocking revelation; the #AI datacenters to be built in 2025 will suffer $40 billion of annual depreciation, while generating somewhere between $15 and $20 billion of revenue. The depreciation is literally twice what the revenue is."
V. @elilla
https://pracap.com/global-crossing-reborn/
Nvidia's incendiary 12VHPWR connector consumes its latest victim — Chinese RTX 3060 Ti melts down despite modest power draw after ASUS shipped it with the wrong cable - Wherever the 12VHPWR connector goes, it brings death with i... - https://www.tomshardware.com/pc-components/gpus/nvidias-incendiary-12vhpwr-connector-consumes-its-latest-victim-chinese-rtx-3060-ti-melts-down-despite-modest-power-draw-after-asus-shipped-it-with-the-wrong-cable #pccomponents #gpus