alt Hacker NewsI don't see how that math works? This is a $15k rig under benchmark and per the results it competes very acceptably against... one consumer GPU.
I really don't see who buys this, except people who want the Studio for some other reason. But nothing in the story says you want to fill racks with these instead of Blackwell or TPU parts; it's not even close.
Your math is correct, but it’s math based on today’s economics.
Think of a company like Apple moving onto your turf. They’re not going to cede AI to the cloud. They want their part of the pie.
So in 7 years, how much AI will be handled locally on your iPhone. And will you have repaid all the debt on your balance sheet before Apple eats your lunch