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haxxiy 4 days ago
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JEMC said:

It's a pain in the arse, yeah. But I wonder, tho, if this may end sooner than anticipated because of outside causes.

We've heard from Microsoft that they have hardware waiting to be installed because they have no capacity for it, and in one of the latest News Roundups from Gamernexus they mentioned how there are new datacenters in the US completely empty because they have no power. The US power grid is, in a way, obsolete and they don't have enough electricity to power all those AI centers they're planning to build.

So, unless they're confident that they can build those data centers in other countries with neither political nor electric problems, this whole business may have to hit the brakes sooner than expected.

One can dream, right?

They are building power plants, too, boatloads of them (the AI capex fraction being destined to electricity is equal to decades of that of companies in the field!).

It's connecting them to the US grid that is the slow part, with a lot of bureaucratic and labor bottlenecks due to the aforementioned low investment rates. Only a few data centers + their attached power plants so far manage to be truly off-grid, which would be ideal for Amazon, MS, etc.