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e40

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https://e40.github.io/ (new)

I deactivated my twitter account on Feb 5, 2023.

Email is hackernews a-t known d-o-t net.

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I think this is because the demand is so extreme for datacenters now

Point to _any_ analysis that says the current building boom is anything but speculation.

xAI is renting out their DC space. I think I read that Google is, too.

DC buildout is purely a gold rush. A play to be the one left standing after all the weaker players die.

I've known pretty far right people that are empathetic. That doesn't matter, given what they support, though. I think you're focusing on the wrong thing.

And given the party Daniel supports, saying he doesn't want a monoculture... it seems like you are being naive. There are lots and lots of right-wing people in the USA that over the years never said far right things... but their actions have shown a different story.

I think you need to judge Daniel on his actions, not his words or your gut.

I don't think so. Look at these numbers:

  | Year | Capacity (GW) | Construction Spending |
  | 2015 | 0.2 – 0.3 GW  | $1.8 Billion |
  | 2016 | 0.3 – 0.4 GW  | $2.2 Billion |
  | 2017 | 0.4 – 0.5 GW  | $3.1 Billion |
  | 2018 | 0.5 – 0.6 GW  | $4.5 Billion |
  | 2019 | 0.6 – 0.7 GW  | $6.2 Billion |
  | 2020 | 0.8 – 1.0 GW  | $8.0 Billion |
  | 2021 | 1.2 – 1.5 GW  | $10.0 Billion |
  | 2022 | 2.0 – 2.5 GW  | $15.0 Billion |
  | 2023 | 3.5 – 4.0 GW  | $20.0 Billion |
  | 2024 | 6.4 GW        | $35.0 Billion |
  | 2025 | 8.5 GW        | $46.0 Billion |
  | 2026 | 13.6 GW       | $50.7 Billion |
2026 figures represent full-year capacity projections and annualized construction spending rates.

There is absolutely no way that increase was planned due to precisely planned for capacity. It's speculation.

What the comments fail to point out (and I haven't read the article to find out if they address it): the number of data centers being built is based on speculation of need and is a dramatic over-estimate. It has to be. What, other than AI has happened in the last few years that would warrant that many new data centers? How do they know there will be customers for that capacity? There will not be advances in algorithms, etc that do AI much more efficiently? (We know China is making strides in that!)

It's complete speculation! It's the new gold rush and everyone wants a data center. Most of these data centers might not even be built! And the ones that are, might never make any profit.