Questioning AI Infra Capex: Are We Double Counting MWs in Cost Calcs?
jwt0625 · x · 2026-08-26
Casts doubt on current AI infrastructure capital expenditure figures. The author argues that as supply flows to demand through various organizational interfaces, the data changes, raising concerns about double or triple counting in summations. It also questions the "dollar per MW" metric, highlighting that MW measurements vary significantly depending on the point in the energy flow, and asks if the industry is comparing apples to apples.
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