Datacenters powered by solar farms

 What do you think about this business idea?

• Find cheap unused land with high sun exposure (e.g. desert areas)

• Build there solar farms and datacenters (for AI/LLM inference; using either ASICs for high energy efficiency or GPUs)

• Use solar to power these datacenters (essentially free energy)

• Charge per token, or potentially future auction bidding (pay more for higher intelligence access)

• Latency of distant locations may not be an issue... intelligence processing usually takes time anyway + Starlink can handle it

• My opinion: demand for intelligence (AI/LLM inference, compute) will grow in coming years, as will energy demand. Possibly more demand than supply.

• Some actors will pay a premium for intelligence as their use case/business justifies it.

• Cutting-edge LLMs (e.g. GPT-10..) might stay closed, available only via developers. These models will be sought after as they'll outperform others - for some use cases, it's worth the price (privacy loss, dependency, etc.)