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The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available.
Drawn from what Casey Handmer said
A private bookmark. Not a position, and never counted.
What Casey Handmer actually said
Word for word, with the source under each one. They did not write this page.
Physicist, formerly at NASA's Jet Propulsion Laboratory
central takeaway is that is that the hyperscalers are not power cost sensitive they are power availability sensitive
Added to korrents 15 Aug 2025 · How quotes work · Something wrong? Tell us
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