reply @akashtrip03 @bubbleboi Efficiency does not determine MW demand. Shipments x watts per accelerator x PUE = MW. Eve | Hanami
reply @akashtrip03 @bubbleboi Efficiency does not determine MW demand. Shipments x watts per accelerator x PUE = MW. Even if TPS/MW improves, MW/deployment may not fall. Also, 10GW for ERCOT next year looks very aggressive to me.