SemiAnalysis@SemiAnalysis_退役GPU的最佳用途就是在机架里“刷光环”。云端算力如此便宜，Jeremie借鉴了SpaceX的未来发展轨迹。 同样的逻辑——算力定价塑造行为——正是推动SpaceX 10吉瓦建设规模及其背后3000亿美元年经常性收入案例的原因。 每兆瓦1亿美元的经济性、SpaceX的10GW豪赌、微软的承购方角色，以及更多内容，尽在本周SemiAnalysis Weekly。
A decommissioned GPU's best use case is aura farming in the frame. With compute so cheap in the cloud, Jeremie takes a page from SpaceX's future trajectory.
That same logic, compute pricing shaping behavior, is exactly what drives SpaceX's 10 gigawatt buildout and the $300 billion ARR case behind it.
$100M/megawatt economics, SpaceX's 10GW bet, Microsoft's offtaker role, and more on this week's SemiAnalysis Weekly
来源：SemiAnalysis · x.com
退役GPU的最佳用途就是在机架里“刷光环”。云端算力如此便宜，Jeremie借鉴了SpaceX的未来发展轨迹。 同样的逻辑——算力定价塑造行为——正是推动SpaceX 10吉瓦建设规模及其背后3000亿美元年经常性收入案例的原因。 每兆瓦1亿美元的经济性、SpaceX的10GW豪赌、微软的承购方角色，以及更多内容，尽在本周SemiAnalysis Weekly。
A decommissioned GPU's best use case is aura farming in the frame. With compute so cheap in the cloud, Jeremie takes a page from SpaceX's future trajectory.
That same logic, compute pricing shaping behavior, is exactly what drives SpaceX's 10 gigawatt buildout and the $300 billion ARR case behind it.
$100M/megawatt economics, SpaceX's 10GW bet, Microsoft's offtaker role, and more on this week's SemiAnalysis Weekly
来源：SemiAnalysis· x.com