AI Data Centres: The $30 Billion Price Tag
Episode 13: AI Data Centres: The $30 Billion Price Tag
Why the Chips, Not the Building, Decide Whether the AI Build Pays Back
Summary
A one-gigawatt AI data centre in Abilene, Texas, is estimated to cost around $30 billion, and more than half of that goes on chips rather than the building. In this episode, Tim Hardwick follows the money from the concrete to the customer: how rising rates change the economics of the build, why chips lose their edge long before the building does, and what CXMT’s memory progress and Microsoft’s Maia 300 mean for pricing power. He also covers diesel diplomacy and…
The skinny
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