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The details are in the article. They have done the math.

There was no answer to my last question which I think is the most important thing when considering if we are going to have another GFC this year or next year.

Does "GFC" stand for "global financial crisis" here? It seems implausible that the collapse of the LLM bubble will cause one; it might have a pretty dramatic impact on the markets, but it's unclear how it would cause the sort of systemic failure that we saw in the noughties.

> What is the expected hardware operation lifespan in hours of this system?

Better question: what support contract does the provider have with their manufacturers? For example, we buy Dell pro support 3 year next business day contracts on all of our gear.

You could technically break even at $2, assuming 100% allocation, and cheap electricity.

But reality is not 100%, so I would argue at-least 25% or even 50% drop in the H100 price (approx 50k each, after factoring other overheads)