Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
edzieba Aquasar returns! Though admittedly Aquasar used a water loop temperature of 60°C rather than 40°C, so more directly applicable to heat recovery/reuse (e.g. community heating). Reply
LongTallMatt So question. So AI data centers are essentially heaters for the planet, am I wrong? Sounds fun. Reply
usertests LongTallMatt said: So question. So AI data centers are essentially heaters for the planet, am I wrong? Every computer chip in use creates heat. If you believe AI services are useless, then that's a lot of hot air for nothing. Wafer output may also be elevated due to the AI boom (have to research it more). On the other hand, there are supposedly warehouses full of accelerators going unused because data centers and power generation can't be built fast enough. Energy consumption means heat. It's at over 1.5% of electricity used for data centers now, possibly rising to 3%: Our Base Case finds that global electricity consumption for data centres is projected to double to reach around 945 TWh by 2030 in the Base Case, representing just under 3% of total global electricity consumption in 2030. From 2024 to 2030, data centre electricity consumption grows by around 15% per year, more than four times faster than the growth of total electricity consumption from all other sectors. However, in the wider context, a 3% share in 2030 means that data centre share in global electricity demand remains limited. That includes non-AI data centers. But AI is the major driver of electricity consumption, which had been stagnant for years. If the bubble pops, it will plateau again, possibly even drop. Reply
greenreaper Servers in France and Quebec often use nuclear and hydro power respectively, rather than fossil fuels. (One can argue whether either is truly carbon neutral, but at least there is little incremental impact.) 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/data-centers/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/data-centers/nvidia-announces-liquid-cooling-system-that-runs-hotter-than-a-hot-tub-promises-to-reduce-electricity-consumption-and-cut-water-use-by-up-to-100-percent-but-sustainability-challenges-remain#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.