Comments on: AI Accelerates Cloud Revenues As Well As Cloud Investments https://www.nextplatform.com/2024/05/06/ai-accelerates-cloud-revenues-as-well-as-cloud-investments/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 15 May 2024 14:47:07 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Carl Schumacher https://www.nextplatform.com/2024/05/06/ai-accelerates-cloud-revenues-as-well-as-cloud-investments/#comment-224071 Tue, 07 May 2024 02:12:43 +0000 https://www.nextplatform.com/?p=144107#comment-224071 In reply to Timothy Prickett Morgan.

If MR Fusion worked, it would do wonders for banana peal recycling…

…Well its a hard problem to solve, and I’m sure greater minds than mine are working on it. I doubt Nvidia is going to let themselves lose out on their next $1T in additional market cap because no one can plug in their B100s.

]]> By: Timothy Prickett Morgan https://www.nextplatform.com/2024/05/06/ai-accelerates-cloud-revenues-as-well-as-cloud-investments/#comment-224069 Tue, 07 May 2024 01:11:35 +0000 https://www.nextplatform.com/?p=144107#comment-224069 In reply to Carl Schumacher.

Yeah, I guess we will have to all stick with internal combustion engines so we can replace our functions with AI? I agree the numbers are large, and the grid can’t handle its job today much less this massive datacenter buildout and EVs too. Mr Fusion? We certainly could solve a lot of problems with free-ish power. . . .

]]> By: Carl Schumacher https://www.nextplatform.com/2024/05/06/ai-accelerates-cloud-revenues-as-well-as-cloud-investments/#comment-224067 Mon, 06 May 2024 23:41:45 +0000 https://www.nextplatform.com/?p=144107#comment-224067 “So 25 GW to 30 GW of total critical IT load capacity for the hyperscale datacenters, and rising to maybe 50 GW to 60 GW four years from now and probably only 10 GW to 12 GW four years ago. Thanks, John. Appreciate it.”

Hmmm so if the US is ~50% of hyperscale/Cloud data centers (30 GM -> 60 GW in 4 years / 2 = 15+ GW additional required just in the US (take that math with a large grain of salt))…Where is this extra datacenter power going to come from? Not that anyone is going build out any of this server capacity on the new(ish)2me sandbar home sticking out into the Atlantic (Cape Cod). But I note the ongoing modest pace of getting our 800 MW wind farm online (Vineyard Wind I), that as far as I know BestBuy doesn’t sell SMRs yet, and West Virginia is slowing down the deco of fossil fuel plants to keep that power flowing to the DataCenter Capital of the world…

Oh and we want to covert ground transportation to all electric, convert heating to heat pumps and decarbon the grid…It would seem that a SpaceBalls-esq (“They went plaid!”) increased speed datacenter build out would have some competition for that additional power needed over the next 4 years.

…Just my 2 cents.

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