t_tsonev parent
No fundamental reason not to power them with renewables, either off-grid or with a small capacity grid connection. The argument that they need to run at full load 24x7 sounds more like a business requirement than a technical one. LLMs in particular with their stateless nature seem like an ideal candidate for global distribution.
The capital cost of the AI hardware is high and it depreciates quickly, being worthless in 5 years (or less). To make a profit, it needs to be run 24/7.
It’s sort of like how airlines like to fly their airplanes as much as possible.