Near where I hark from, South Australia is sitting at 80% renewables. The balance is CCGT. The CCGT works out at $115/MWh, the renewables $60/MWh, averaging out at $72/MWh. For a while it had the world's biggest battery.

South Australia has the most expensive electricity in Australia, mostly because because of this transition to renewables. Turns out rebuilding all your generation is an expensive exercise. But they had little choice as they have no coal or gas, so they were forced into this transition. It will be over soon. They hope to hit 100% renewables next year.

That's what the subsidised $149/MWh is competing against. Unsubsidised, the price has to drop by at least 70%. I genuinely wish them luck. It would be a great thing for the planet. I suspect it would be a hard to complete against renewables in SA, as they have both great wind and solar. But other places in the world aren't so blessed, so here's hoping.

The estimated cost is $21B, but as most of that is upfront the real cost is interest. The LCOE you see most often is $149/MWh, which is calculated at an interest rate of 4%. 4% is the 10 year government bond rate - the "can't fail" rate. It can only get the because it is government guaranteed, so it's a subsidised rate. Energy utilities using established technologies with a well understood risk profile and a "no risk" government contract usually get around 8%, which translates to a LCOE of around $200/MWh. If you think the initial delivery of a first of a kind technology has a higher risk profile then it warrants a higher interest - then the typical business rate of 10% might be applicable, which translates to $240/MWH.

None of those can compete with renewables, which usually come in under $100MWh. It only works if they can mass produce them, and they achieve their predicted 50% cost reductions. If they pull that off, this $20B will seem like one of the smartest investments in the 21st century.

OPG has run the numbers and disagrees.

The unsubsidised LCOE (CAD/MWh) for the BWRX-300 OPG's SMR is at least CAD$220/MWh. Renewables in the area max out at unsubsidised LCOE CAD$113/MWh.

But your not wrong even so. They are the government so they get to charge / subsidise whatever they want. I'm sure the numbers work out just fine.

On the positive side if they can drop the price by 1/2 by manufacturing 100's of them, this billions of government subsidy money might end up being seeding the start of a new industry. They already have a sales in the pipeline to Saskatchewan, Tennessee Valley Authority, and 24 to Poland. But - those sales are all dependent on them getting the price down. No utility or private consortium is signing up to pay CAD $220+/MWh rate. That would be insane.

The problem with providers like z.ai is running into compliance problems and corporate paranoia.

If you are that paranoid, then your only solution is running local models. They do run OK'ish on a modern MacBook. The twist is: all the good ones are Chinese. And the MacBook is made in China too.

Though to much groaning from the tech staff he's also recently discovered vibe coding so. who the f*** knows anymore.

I'm Australian too as it happens, and my boss has just discovered the joys of vibe coding. The rapid progress is gives you a real sense if accomplishment and mastery at the start. Everyone who didn't approach it as a Luddite raves about this programming gig for the first few weeks. But then they hit "the wall", where every new feature introduces a fresh bug, and every bug fix introduces two more, and all the time they are racking up token costs. They have no idea what is going on under the hood, and no way of fixing it. Disillusionment sets in, and they give up.

You can get past the wall using the usual programming techniques like writing specs, then tests, then code. Token costs can be reduced by selecting the right model for each job. If you break up the tasks into simple enough steps and supervise it you can use an open source model, and the tokens cost you nothing. But those skills and applying them well are the things a professional programmer brings to the table. Tell a manager about specs, tests, and selecting the tool, and he'll look at you like your speaking Klingon, which you might as well be. He will then slink back into his hole - which is probably a well lit office with bay window views, that let so much light in you get eye strain from looking at the screen when programming.

TL;DR: don't worry about it. It's just a passing phase. Provided he doesn't do too much damage in the next 6 months, you'll be fine. If the business is selling software to customers, long term I'd be far more worried about what they are doing with LLM's.

True, you aren't going to be running this at home. But then no one runs the SOTA models at home. You can GLM-5.2 on z.ai's hardware, using a subscription plan similar to the plans offered by Anthropic and OpenAI. The most notable difference is: it's 1/2 the price.

It is big'ish - 4GWh on an average day, or 500MW when the sun is shining, assuming 40% panel coverage. But no, it's not 7%. More like 0.014%. And the sheep or whatever they graze under it will be very happy - lots of shade, better grass.

As for your arithmetic - 2,400 acres is 3.75 sq mile. Or it's about 100 hectares, or 10 sq kilometres, or 10,000,000 sq meters. This is why the rest of the world is using metric. Imperial units make as much sense in todays world as "Drill, Baby, Drill".

The White House wants to avoid any political repercussions if a devastating A.I.-enabled cyberattack were to occur, people in the tech industry and the administration said.

The top open source models, which are developed primarily in China, are about 6 months behind the top proprietary models developed in the US. I'm sure the Chinese developers will be working very hard to subject themselves to Trump's laws. /s

Meanwhile, the one defense we in the West have against state level attacks using 0-days is to use that 6 month gap to find them first.

But it's OK, as I'm sure Trump has thought all this through and is busy making deals as we speak. If you don't make the deal, well, nudge, nudge, wink, wink, something unfortunate might happen to your infrastructure.

The problem is trump is fucking over the whole planet.

Actually, I think he did the planet a favour - by fucking over the USA. With his Iran war, his anti-vaccine war, his anti-renewables war, his anti-EV war, his anti-science war, his anti-university war, his disregard for law, his anti-China stance, and his flagrant corruption all on display the rest of the world has a real life example of what happens when you elect a narcissistic moron.

Almost to the man they've recoiled in horror, and are moving as fast as they can in the opposite way to just about every direction Trump has taken. Renewables have got a boost, EV's take up just had a rocket put up its arse, trade deals (that exclude the US) are being signed furiously. Everyone is comparing China to the USA and wondering who they can trust more. It's not such an easy call (they now don't put infrastructure in both countries), which was unthinkable less than 2 years ago.

Yes, Trump has done a lot of unbelievably dumb things. But the USA is only 25% of world GDP, and thanks to Trumps example the other 75% of the world has accelerated their program towards just about everything he opposes. He may well be the best thing that's happened to the planet in my lifetime.

OMG. I feel so dumb. I've noticed slashdot summaries have been getting longer and longer. I never twigged as to why.

And now I do know why, it's not a good look. Before the submitted had to type the characters, so screw you I'll just type the bare minimum. Now the submitter just can the AI slop, so screw you, I'm make you wade through 1,000 words when 200 would have done.

My suspicion is the Russian government isn't scared of its citizens, now. That's mostly because they have been well-behaved about the war so far, (reprobates like Prigozhin notwithstanding). Why would that change?

I guess Putin is expecting it to change, and that's probably because he is about to do something they won't like. Such as expanding conscription. He has a history of planning and preparing these sorts of moves well in advance.

When throwing meat waves at the front hasn't worked for 4 years, the obvious solution is bigger meat waves :D.

I'd be trying a QUIC based VPN. Done well, port 443 still serves web pages - but hit the right URL and you have a VPN instead.

The Russians have always been afraid of their government, with good reason.

True. But this is not a symptom of the Russians being afraid of their government. These are the actions of a government afraid of it's citizens.

will it be increased until it's no longer economical

Unlikely. The gap between the open source models and the top proprietary ones is 6 months to 2 years. A H200 capable of running those models is can support about 6 developers and costs $30k, or say $6k per developer, or $250/mo amortised over 2 years. But no developer works 24 hours, and you can rent them on AWS. So you don't need to buy or run the H200. Amazon's 200% markup comes from sharing it. They don't need a H200 either - like Google they have developed their own hardware to these models.

Notice the $250/mo is very near Anthropogenic so called "heavily subsidised" enterprise plan which is $200/mo. That puts an upper cap on it. It isn't going to get that much more expensive.

Russia signed a treaty to defend Venezuela just two months ago

To be fair I'm betting Venezuela put as much faith in that as Ukraine places in Trumps promises of defending them against Russia, should they accept the peace deal.

At this point it would be easier to simply list legitimate legal ones.

That's more or less the same set of countries as the rich ones. The USA a very recent outlier, but that's because full effect will take a while to hit. And the USA has a long way to fall I'd expect all hell to break loose before it gets too far down the pole.