"Ale jeśli weźmiesz istniejącą kopalnię Bitcoin, wyrwiesz koparki, włożysz moc obliczeniową GPU AI, zajmie to kilka miesięcy i obniży całkowity koszt o około 60%, ponieważ zamiast budować wszystko, wystarczy wymienić koparki Bitcoin na procesory graficzne Nvidia." "But if you take an existing Bitcoin mine, rip out the mining rigs, put in AI GPU compute power, takes a few months, and it cuts the total cost by like 60% because instead of building out everything, all you need to do is replace the Bitcoin rigs with Nvidia GPUs."
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… All you had to do, swap out the Bitcoin rigs, stick in some Nvidia GPUs, and you're off to go. You see, building an AI data center from scratch can take years, up to 5 years, when you account for permitting, construction, power infrastructure, all that kind of stuff. It's a nightmare. It takes a long time. But if you take an existing Bitcoin mine, rip out the mining rigs, put in AI GPU compute power, takes a few months, and it cuts the total cost by like 60% because instead of building out everything, all you need to do is replace the Bitcoin rigs with Nvidia GPUs. Now, he wasn't buying Bitcoin miners, he was buying pre-permitted electricity access and industrial real estate at crypto mining valuations years before anyone else re-priced them as AI infrastructure plays, which is what they now, of course, are. And that's not a stock pick, okay? That is a real estate arbitrage thesis hiding inside the crypto se …
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