So, 10kwh could be a lot less than what you cite. That's also how grid operators make money. They generate cheaply and sell with a nice margin. Prices are determined by the most expensive energy sources on the grid in some markets (coal, nuclear, etc.). So, that pricing doesn't reflect actual cost for renewables, which is typically a lot lower than that. Anyone consuming large amounts of energy will be looking to cut their cost. For data centers that typically means investing in energy generation, storage, and efficient hardware and cooling.
That might be a great opportunity for cheap LLMs too.
If you consider 600w for the entire system, that's only 6kWh/1M token, for me 6kWh @0.2USD/kWh is 1.2USD/1M tokens.
And that's without the power efficiency improvements that an H100 has over the 4090. So I think 2$/1M should be achievable once you combine the efficiencies of H100s+batching, etc. Since LLM's generally dwarf the network delay anyway, you could host in places like washington for dirt cheap prices (their residential prices are almost half of what I used for calculations)
Here's how it works in reality:
https://docs.mystic.ai/docs/mistral-ai-7b-vllm-fast-inferenc...
I just did some napkin math, looks like inference on a 30B model with a GTX 4090 should get you about 30 tokens/sec [1], or 100k tokens/hour.
Considering such systems consume about 1 kW, that's about 10 kWh/1M tokens.
Based on the current cost of electricity, I don't think anyone could get below 2 ~ 4 $ per 1M token for a 30B model.
[1] https://old.reddit.com/r/LocalLLaMA/comments/13j5cxf/how_man...