Crypto Datacenters NAV

Crypto miners have an interesting new NAV case

There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them. Imagine this, you just bought 100,000 GPUs from Nvidia and you don’t have a place to put them or the power to feed them. Not being first to market is a huge cost, as the GPU pay back times are very quick right now even for the H100.

So that’s why I want to write about one of the weirder potential AI ideas. Crypto and AI always have had a relationship, as Crypto was one of the first mass deployments of accelerated compute. But AI training clusters need even more power, and more redundancy, so most crypto datacenters are not quite up to the standards of power for an AI cluster.

Still that’s no matter, as I think that there’s a real chance at some cigar butts in investing in the broken down crypto miner stubs for their power alone. Read much more behind the paywall.