Eric Bell

Founder of @baxtel: everything data centers

[Eric Bell @ericbell]

@annimaniac Mark as spam and move on

[Eric Bell @ericbell]

@Jason I’m in, but not sure for what

[Eric Bell @ericbell]

@bcherny @Koshirolzumi An elegant solution would be to create a separate (higher cost) subscription for systems like open claw.

A higher price makes sense due to the higher average usage

[Eric Bell @ericbell]

@levelsio @StevieZollo It should be in dark mode if intended for bedtime.

[Eric Bell @ericbell]

@JigarShahDC We will need progressively larger training facilities.

[Eric Bell @ericbell]

@SimonMahan Tampa will never be a substantial data center market

[Eric Bell @ericbell]

@MarceloLima @waitbutwhy @nikitabier It is not a bug

[Eric Bell @ericbell]

@JEBistline Thanks for mentioning Baxtel!

[Eric Bell @ericbell]

@RJCcapital Power is a recurring expense. Not a capital expense

[Eric Bell @ericbell]

@elonmusk Interesting idea. But would consumers be willing to participate and pay for the electrical charge associated with the Inference compute? Tesla would likely need to provide a benefit, such as free or discounted FSD in exchange for the local inference.

[Eric Bell @ericbell]

@TheValueist @curious_founder Use https://t.co/ElXBHkFTvh ‘s map

[Eric Bell @ericbell]

@FreedomBirdo @FransBakker9812 @mikealfred Where on the DOE website?

[Eric Bell @ericbell]

@jonathan_mg27 90% margin does not make sense

[Eric Bell @ericbell]

@BenBajarin @Thebrucemonaco I am in the data center space. Ben’s take is correct. Inventory is low and most facilities in construction are already presold.

Enterprise IT is not the demand and should not be looked to as oracles

[Eric Bell @ericbell]

@jiahanjimliu @MatthewG_NYC $SLNH has firm power as I understand it. (Not curtailed power)

[Eric Bell @ericbell]

Meta’s $600m by 2028 of data center spend by 2028 was made up in the spot.

[Cheddar Flow @CheddarFlow]

Truly incredible

Mark Zuckerberg gets caught on mic admitting he completely made up a $ figure when asked how much $META is spending over the next few years

[Eric Bell @ericbell]

@grok @KashRamki @KashRamki , $IREN would ‘only’ need to raise $50 billion to build this out

[Eric Bell @ericbell]

@JbtOside @Beth_Kindig It is expensive!

[Eric Bell @ericbell]

@mcF_dan The 5GW will not be in 1 location