Thanks, nice essay. Just a nit: your scenarios don't seem to reflect the full impact of electricity. An H100 takes nearly a kW of electricity, so because we're assuming full utilization, the $0.01/0.03/0.10 kWh charges can approximately be subtracted from the rental rate. In that case, looking at the $1/hr scenarios, I'd expect the 3-year revenue projections to differ by a few percent, not a small fraction of a percent.
Thanks, nice essay. Just a nit: your scenarios don't seem to reflect the full impact of electricity. An H100 takes nearly a kW of electricity, so because we're assuming full utilization, the $0.01/0.03/0.10 kWh charges can approximately be subtracted from the rental rate. In that case, looking at the $1/hr scenarios, I'd expect the 3-year revenue projections to differ by a few percent, not a small fraction of a percent.
Author here: it is subtracted from the rental rates - you can run through the math in the full spreadsheet here (linked at the end of the article too)
https://docs.google.com/spreadsheets/d/1kZosZmvaecG6P4-yCPzMN7Ha3ubMcTmF9AeJNDKeo98/edit?usp=sharing
Didn't go too deeply into the spreadsheet itself, cause the article was slowly entering "too much information" category