IN 2025, COST OF BUILDING 1GW OF COMPUTE USED TO BE 2X-2.3X CHEAPER IN CHINA USING CHINESE HARDWARE (GPU/ASICS)

ON A FLOPS BASIS, COST WAS EQUAL CUZ NVIDIA HARDWARE HAS A 2.5X-3X FLOP/W ADVANTAGE OVER CHINESE GPUS (FP16) BUT IF U LOOK AT RECENT 2026 DATA, COMPONENT COST INFLATION (CPUS, STORAGE, MEMORY, OPTICS/NETWORKING) AND GPU SCARCITY HAS LED TO SEVERE PRICE INCREASES ATLAS 800T SERVER USED TO COST 800K-1M RMB WHEN IT WAS LAUNCHED LAST YEAR NOW U HAVE TO PAY 1.8M-2M RMB FOR IT — VIA @ZEPHYR_

China's 2025 build cost