Zaranthos Love it or hate it this stuff is exciting and will benefit us all in one way or another, hopefully. I'll be back. Reply
Stevemeister How much fossil fuel and emissions are being created from the energy generation needed to keep these places running . . . . just think about that when your car fails its smog test for being slightly over the limit Reply
blppt Stevemeister said: How much fossil fuel and emissions are being created from the energy generation needed to keep these places running . . . . just think about that when your car fails its smog test for being slightly over the limit Don't worry about fossil fuel…they're restarting Three Mile Island, lol. Reply
jp7189 Stevemeister said: How much fossil fuel and emissions are being created from the energy generation needed to keep these places running . . . . just think about that when your car fails its smog test for being slightly over the limit Welp.. I asked ai cause I'm too lazy to figure out the numbers myself and it says it's equivalent to about 1/2 million miles driven (average car) per hour of turbine operation. Reply
usertests Zaranthos said: Love it or hate it this stuff is exciting and will benefit us all in one way or another, hopefully. I'll be back. I think the main benefit is going to be from so much money sloshing around (>$1 trillion) that it could result in disruptive technologies being developed and brought to market faster. Obviously in the area of AI accelerators, but also memory/storage technologies, optical interconnects, and possibly even fabrication. Even if you take AI off the table, some of these could remain extremely useful. Reply
Amdlova Stevemeister said: How much fossil fuel and emissions are being created from the energy generation needed to keep these places running . . . . just think about that when your car fails its smog test for being slightly over the limit The right question is how many water they need to cool the data center. fly'n rivers are every where … in my country the cities with flood are increasing. Reply
Zaranthos usertests said: I think the main benefit is going to be from so much money sloshing around (>$1 trillion) that it could result in disruptive technologies being developed and brought to market faster. Obviously in the area of AI accelerators, but also memory/storage technologies, optical interconnects, and possibly even fabrication. Even if you take AI off the table, some of these could remain extremely useful. That's a good point, with that kind of capital expenditure the technological expansion will overflow the bucket and spill out to other things. Historically many revolutionary inventions spawned growth in many other areas, like the automobile, the railroad, electricity, petroleum, etc. The more humans are liberated from spending time on lesser tasks the more time they can focus on loftier goals. Technological advancement that freed up time has generally resulted in more advancement. For most of our time on Earth we spent most of our time hunting and gathering just to survive. Reply
timsSOFTWARE It's not going to help that much – scale is no longer the problem, so adding more of it will yield only diminishing returns. It's like resolution – if all you had was VGA before, and move to 4K, that's a huge upgrade. But once you have 4K, upgrading to 16K would take a whole lot more computing power to drive it, but the difference would be relatively miniscule. Reply
Zaranthos timsSOFTWARE said: It's not going to help that much – scale is no longer the problem, so adding more of it will yield only diminishing returns. It's like resolution – if all you had was VGA before, and move to 4K, that's a huge upgrade. But once you have 4K, upgrading to 16K would take a whole lot more computing power to drive it, but the difference would be relatively miniscule. True to a point. But there is still vast room for improvement. Quite a few things are still hardware limited. Some of the complex and multi-depth reasoning for one. Multi faceted problem solving and broad branch research. If all you're asking is for data it knows it can spit that out to a lot of people. If a lot of people start asking for it to look beyond the data to the methods and adjust for things like bias or demographics you can add many layers of complexity to many questions. Most of the AI models right now are too limited to garbage in garbage out. 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/musk-purchases-third-building-at-memphis-site-to-expand-xais-training-capacity-to-a-monstrous-2-gigawatts-announcement-comes-days-after-musk-vows-to-have-more-ai-compute-than-everyone-else#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.