He really stepped on his Huang.
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The AI-pocalypse
- Thread starter taxi1
- Start date
Interesting that many of these data centers are planning on using natural gas instead of wind and solar. Grid issues or just lower costs / reliability?
It even appears that old airplanes are getting a 2nd life, being snapped up simply to use their turbines for power.
www.theguardian.com
It even appears that old airplanes are getting a 2nd life, being snapped up simply to use their turbines for power.
AI datacentres plan on-site power stations on huge scale despite climate risks, research reveals
181GW of gas-fired capacity proposed for sites in US and Europe because of delays in connecting to national grids, says report
Retired jet engines finding second life powering AI data centers
Cracking up that until yesterday the NPS FB cover page was a picture of the NPS president, Pappy, and Huang.
Used timed out CFM cores all of the sudden are valuable same for grounded MD-11 and their CF6.Interesting that many of these data centers are planning on using natural gas instead of wind and solar. Grid issues or just lower costs / reliability?
It even appears that old airplanes are getting a 2nd life, being snapped up simply to use their turbines for power.
AI datacentres plan on-site power stations on huge scale despite climate risks, research reveals
181GW of gas-fired capacity proposed for sites in US and Europe because of delays in connecting to national grids, says report
Retired jet engines finding second life powering AI data centers
At GE we called this aero-derivatives applications, which included the LM2500 marine gas turbine, which itself is a derivative of the CF6. It has been a growing segment for a long time and is about to accelerate, of course.
Jensen is out. I'm not terribly surprised. Yesterday the media reported that nVidia was launching an investigation but they were sure nothing bad happened. A weak sauce statement that I think the board realized wasn't going to go well, so today he's out.
Jensen was vocal about wanting to sell to China despite US embargos, but I'm curious on where the board weighs in on that subject. Yes, more money, but besides the whole national security thing, that doesn't seem like great PR...especially given the hub-bub about all of the 5090s that are documented to have already made it to China for some "unknown" reason.
Jensen was vocal about wanting to sell to China despite US embargos, but I'm curious on where the board weighs in on that subject. Yes, more money, but besides the whole national security thing, that doesn't seem like great PR...especially given the hub-bub about all of the 5090s that are documented to have already made it to China for some "unknown" reason.
I think speed to market. They don't want to connect to the grid, they just want to own the power. Spare motors are easier. Wind and solar would be acquired through the grid.
I'll be curious if they integrate batteries to the mix, to help manage loads. But maybe data center loads are pretty much level 24/7? If so, no real benefit.
it's time to value, yes, but also...
Grid capacity expansion is maxed out, and there isn't a lot of political will to address capacity via pricing.
Behind the meter, global gas turbine manufacturing capacity is tapped out through 2032 at least.
There's some alternative tech out there (fuel cells a la Bloom, small/medium nuclear reactors) but they have scaling / maturity issues.
The crunch is bad enough that many data centers are looking at reciprocating internal combustion - bigass diesel engines - to keep things going.
Every data center I see in my region has a huge bank of diesel generators. Not sure what portion of their load is serviced by them. WA has a capacity surplus and exports power, but that delta is shrinking for all the standard reasons. Public pushback against data centers is growing, and is one issue that cuts across Dem and GOP politics in our rural areas.
Potentially a Walker level security compromise - is being discussed.
NVIDIA loves Singapore, and Singapore loves them right back.
Lutnick out in 3, 2, 1…