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#datacenter

15 posts15 participants1 post today
Public
DoomsdaysCW

Is the #GenerativeAI bubble about to burst?

by Matthew Tyson, Aug 20, 2025

Excerpt: "The AI money trap

"We don’t have to look far for a more contrarian perspective. Economist Paul Kedrosky, for one, notes that capital expenditure on data centers has driven 1.2% of national GDP, acting as a kind of stimulus program. Without that investment, he writes, the US economy would be in contraction.

"Kedrosky describes an 'AI #datacenter spending program' that is 'already larger than peak telecom spending (as a percentage of GDP) during the dot-com era, and within shouting distance of peak 19th century railroad infrastructure spending.'

"Virtually all #AI spend flows into #Nvidia in one way or another. This is reflected in its recent valuation as the first publicly traded company to break $4 trillion in market capitalization (second up was #Microsoft).

"To put that number in context, market observers such as Forbes described it as being greater than the GDP of Canada or the annual global spending on defense.

"Nvidia alone accounts for more than 7% of the value of the S&P 500. AI gadfly Ed Zitron calls it the 'AI money trap.' "

infoworld.com/article/4041556/

InfoWorldIs the generative AI bubble about to burst?Developers have a front-row seat on the rollercoaster ride of generative AI. How we use it in our daily work tells us a lot about where the AI boom is headed.
#AISucks#DotComBubble#DotCom
Continued thread
Public *
Pepijn

Ok I hear you: you want a photo of Duck in the datacenter. While I can't give you that I can provide a realistic video re-enactment!

I've tried to stay accurate but was limited to available materials in my home workshop. Most obvious change is that a chicken (a hen, to stay as close to reality as possible) is cosplaying as Duck. Otherwise I think we've captured the datacenter setting rather well.

I hope this satisfies your curiosity.

note: video is loud & flashy

#duck#datacenter#cosplay
Public
Tof

Cuando escuchas la palabra “antropoceno” que se refiere al final de nuestra humanidad debido al cambio climático, está palabra conlleva el hecho que somos todos responsables.
Andreas Malm prefiere la palabra “capitaloceno”, que significa que el fenómeno actual se inició dentro del movimiento capitalista británico en 1850, cuando se empezó a quemar carbón para alimentar las máquinas de vapor de los grandes empresarios capitalistas.
Igual que ahora los data centers de la IA disparan el consumo energético emitiendo más GEI que nunca, el fenómeno no es nuevo ya que ocurrió lo mismo al principio cuando las máquinas de vapor sustituyeron máquinas hidráulicas, que usaban energía renovable no contaminante.
Fue una decisión de algunas personas ricas de envenenar el cielo de las ciudades.
#cambioclimatico #contaminación #ia #carbon #datacenter #ecologia #capitalismo #energia #consumo #empresarios #andreasmalm

Public
Tino Eberl

Die #Energieinfrastruktur in den #USA droht zum Bremsklotz für das Wachstum der #KI-Industrie zu werden.

Während in #China #Stromversorgung längst als gelöst gilt, kämpfen US-Unternehmen mit einem überlasteten #Stromnetz.

Chinas Strategie sind jahrzehntelanger #Netzausbau, #Überkapazitäten und staatlich gesteuerte Investitionen.

In den USA fehlt es an Planung, Kapital für Langfristprojekte und politischem Willen.

fortune.com/2025/08/14/data-ce

Fortune · AI experts return from China stunned: The U.S. grid is so weak, the race may already be overBy Eva Roytburg
#DataCenter#Energiepolitik
Public
Benjamin Carr, Ph.D. 👨🏻‍💻🧬

#Datacenter #diplomacy: Australia commits to help #Vanuatu build bit barns
$79 million is a small price to keep #China at bay
Australia will help fund development of two datacenters in #Pacific island nation, an example of tech infrastructure becoming an important diplomatic consideration. Australia courted the nation because China is doing likewise. Australia also struck a similar deal with Papua New Guinea that included funding team in Australia’s National Rugby League.
theregister.com/2025/08/14/nak

The Register · Datacenter diplomacy: Australia commits to help Vanuatu build bit barnsBy Simon Sharwood
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