Shouldn't the cost of Computes be billed much the same as Electricity?

Summary

I've been thinking about AI compute in the same way we think about electricity, and I'm curious whether this is ultimately where the industry is heading. Today, AI companies generally charge in one of two ways: subscriptions or usage-based pricing. But under the hood, AI compute is ultimately constrained by physical resources, especially electricity. That made me wonder: Will AI compute eventually be priced more like an energy market? Electricity prices fluctuate throughout the day depen

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