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.)
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