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Equation 4 · How xAI's Infrastructure Build Compares to the Rest of the Field

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ΔC\Delta C

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ΔC\Delta C

Symbol Δ C

Δ C is a part of this expression. Its role is fixed by the surrounding article and by the operations shown in the formula.

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change

change

Capital delta attached to a quantity marks a difference between two values of that quantity; the article’s sign convention determines the order.

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What the article says around this equation

Model the choice as a simple trade. A firm can reach a target power capacity P∗P^* either by waiting for grid interconnection, taking time TgridT_{\text{grid}} , or by generating on site in the shorter time TsiteT_{\text{site}} , at an extra cost Δ\Delta C over grid power — fuel, turbine leasing, and the practical cost of operating ahead of a permit, including the risk of enforcement. Let s be the value the firm places on each unit of time saved reaching P∗P^* sooner. A firm behaves as though it believes

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