Rand0m_Guy Power is 50% of the issue, the other are the people, no one wants a Data Center in their backyard. I feel like I live in the center of this, 8 planned Datacenters in the last year, 2 have already been cancelled because of protestors and lack of public support, 1 is being built, and 5 more who knows? Reply
usertests Rand0m_Guy said: Power is 50% of the issue, the other are the people, no one wants a Data Center in their backyard. I feel like I live in the center of this, 8 planned Datacenters in the last year, 2 have already been cancelled because of protestors and lack of public support, 1 is being built, and 5 more who knows? Guess the AI datacenter satellites are going to be a winner. Reply
bill001g Even if they get power they will have nothing to put in them. The equipment manufacture like memory seem to feel there is no need to upgrade capacity. If all these data centers went online they still could sell all the memory they can make. So even though the AI companies are making huge bets it seems the more normal business feel the AI companies are wrong and will not actually need these new data centers. They do not want to risk expanding capacity and then the AI bubble pop. Reply
John Kiser Faiakes said: Globalisation… You can't have your cake and eat it, too. I mean it isnt just that. We didnt keep strong cores in multiple countries for most of this stuff and so its either Taiwan or China Reply
Eximo Also doesn't hurt that China has been implementing a massive power grid upgrade for the last ten years or so. They've built the capacity to build and maintain that, I don't think they planned out having to provide switch gear and mains equipment for hundreds of additional data centers globally. Reply
Notton You know it's so over when parts for critical infrastructure are outsourced, and then your government forgets that it's no longer self-sufficient at maintaining itself. Reply
hollywoodrose Notton said: You know it's so over when parts for critical infrastructure are outsourced, and then your government forgets that it's no longer self-sufficient at maintaining itself. Exactly. In my opinion this is a huge reason why governments need to be balanced, and have checks and balances. Our government has been gutted and deregulated, and corporations have not been held in check. As a result we get short term greed driving all of the decisions. Corporations get bigger, they buy more control, politicians give them whatever they want – more deregulation, support for outsourcing jobs, changing the laws to allow bigger mergers, etc. For example, The Telecommunications Act of 1996 not only allowed our media to be controlled by 5 conglomerates, it allowed two of those behemoths to merge (Disney acquiring Fox/NewsCorp). A merger like that should never have been allowed to happen. But Clinton’s signing of the Telecom Act made it legal. And in exchange the politicians get bribes, kickbacks, continued support and of course big money jobs in the private sector down the road. But in the end they forget that nobody’s driving the boat. There’s no “adults in the room” looking out for the future. It’s just “kids rolling around on the lawn”, as Paul O’Neil once put it. Paul was maybe the only decent human being in Georgie Boy Jr’s gang. Reply
Gururu How come there is no mention of the elephant in the room. Trump ignores biggest reasons his AI data center buildout is failing Reply
Jame5 As a result, Canada, Mexico, and South Korea became the biggest suppliers of high-power transformers for AI data centers to AI data centers. While that sentence is technically valid, it reads redundantly. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/half-of-planned-us-data-center-builds-have-been-delayed-or-canceled-growth-limited-by-shortages-of-power-infrastructure-and-parts-from-china-the-ai-build-out-flips-the-breakers#main
- https://www.tomshardware.com
- Half of planned US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure and parts from China — the AI build-out
- Report claims Arm chips will power 90% of AI servers based on custom processors in 2029 — x86 and RISC-V on the outside looking in
- Intel's potent 18-core Core Ultra 5 250KF Plus CPU lands at retail for under $200
- Report claims Arm chips will power 90% of AI servers based on custom processors in 2029 — x86 and RISC-V on the outside looking in
- Report claims Arm chips will power 90% of AI servers based on custom processors in 2029 — x86 and RISC-V on the outside looking in
Informational only. No financial advice. Do your own research.