Also French plants the last 2 years have had to shut down in summer, not due to low river levels, but too high water temperatures of the rivers
humanspiral
joined 2 years ago
Even in US, $100/kwh retail battery price points with bms, 48v, exist. Utility scale in rest of world is much cheaper. China is $51/kwh for a containerized full battery solution with (4 hour) inverter. At 7% ROI (to pay for full 30 year mortgage on LFP batteries as that is their life expectancy at slow charge/discharge rates) means just 1c/kwh discharge profit is required to pay for $55/kwh batteries. Similar calculation for just 4 sun hours/day. $600/kw installation costs at 7% ROI, means 3c/kwh daytime electricity rates.
There's not just exponential growth as @Hellgruen@lemmy.zip pointed out, it is dumb to do anything else.
solar + batteries scales to any size. The bigger it is the cheaper per w/wh. It is by far the cheapest energy. It does generate seasonal surpluses, and requires a "dump/optional" load. dump loads can be hydrogen/desalination, and optional loads can be datacenters that scale down during winter. Significant battery fraction can come from EV penetration. Some (mostly chinese) EVs can pay for cost of the car by just keeping it parked in driveway and earning 3c/kwh profit from night discharge rates relative to day charge rates.
Nuclear energy is categorically uneconomical. Fossil fuel oligarchy and establishment support it because it is uneconomical and a complete non threat to energy oligarchy. It's military use justifies the fraud and bribery of pretending it is economical.
AI: help me get straight A+s in school wink wink
There is white hat potential for this "creativity". Find more/"all" vulnerabilities and get them patched. US empire allegiance will promote other paths, though.
Huawei is far ahead of Nvidia in AI clusters despite sanctions made against it, and 5 year behind tech stack. 50% cost/performance advantage over GB300 nvl72, (including building costs) by building outdoor siteable pods with 3 week lead times. CXMT is now most valuable company in China, but because of Huawei sanctions, they sell 64gb ddr5 modules at higher price than Samsung just to Huawei. Huawei needs its own RAM fab because it is harassed by west, and Chinese suppliers price to them with "captured customer" awareness.
We/all need AI for medical breakthrough potential... though.
Open models are still most cheaply hosted on a cloud, with batching and 24/7 use. API rates from developer lab are generally fair. Self hosting does have some significant tangible benefits though: Fine tuning for domain specific to organization, and not letting LLM provider train from your prompts/answers, followed by competing with your organization in the future as a result of "distilling your IP".
It is burying old news in headline. The consequences/pitfalls of their "strategic shift" are fairly new. The layoffs were explicitly justified for pivot to datacenters that OpenAI will "surely" be able to rent. The new extra problems in that strategic shift just makes them look worse for going all in on the bubble.
There is zero proof of distillation. Minimax 2.7 development was surrounded by moderate use of Claude. M3 is their latest generation, and pretty solid, but its performance cannot be attributed solely (or even 5%) to distillation, and that is only lab that has been accused of significant API use. These claims are all 3-4 months old by now, and Anthropic blocked China access after publishing the accusations. Repeated BS is BS from losers trying to lobby for support.
German high energy prices are not result of abandoning expensive short term nuclear refurbishments. It is pure colonial extortion by US to force them into war on Russia, and buy US LNG. Global coal prices have risen as well as a result of EU LNG dependence. Any renewables mitigate those establishment energy costs. The one bad energy policy has is not letting industry participate in wholesale electricity markets. They are forced to use fixed rates.