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AI datacenters supply chain. The focus is everything needed to power AI chips. 500+ Companies, do you want to take a look?

10,194 Aufrufe • vor 1 Monat •via X (Twitter)

10 Kommentare

Profilbild von Zeek | Insights 📊
Zeek | Insights 📊vor 1 Monat

Cooking 🧑‍🍳

Profilbild von dylan ツ
dylan ツvor 1 Monat

Another one!

Profilbild von Leo
Leovor 1 Monat

Hustle doesn’t stop 😄

Profilbild von Marty Dytrych
Marty Dytrychvor 1 Monat

Love this!

Profilbild von Cristiano Souza
Cristiano Souzavor 1 Monat

This is incredibly cool. Well done!

Profilbild von Leo
Leovor 1 Monat

Thanks! Feel free to share it!

Profilbild von matrix
matrixvor 1 Monat

this is super creative work, what's this kind of diagram called?

Profilbild von Leo
Leovor 1 Monat

It is nested bubble using antialiasing to smooth the transitions shading edge pixels.

Profilbild von matrix
matrixvor 1 Monat

okay

Profilbild von Ballin' Capital
Ballin' Capitalvor 1 Monat

Great! Can you set up a filter to isolate critical, high, moderate, low companies only on this page?

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David Sacks: Everything Kathy Hochul Said About Datacenters Was a False Accusation David Sacks: “These data centers become the scapegoat for all of the angst that people have about AI. Everything she's saying there is a false accusation on datacenters. So let's just go one by one.” POWER: So she's saying that they eat up all of the power. Well, yeah, if you connect to the grid without producing more power and you force datacenters to compete with residential ratepayers, then yeah, you could drive up utility prices. However, if you do what Chamath said and let them build behind the meter, then they bring their own power. And that's what the president has advocated for since the beginning of his administration, is let the AI companies become power companies. So that is the way to solve the energy problem or the utility problem. LAND: Then, she's talking about eating up land. The reality is these datacenters are a model of land use efficiency. We have a ton of land in this country, obviously. NOISE POLLUTION: The supposed noise pollution, that's largely made up. That can be dealt with. You obviously don't want to put these things right next to a residential area, but create a little bit of distance, and it's fine. WATER CONSUMPTION: The whole water consumption thing is largely a hoax. Modern datacenters recirculate the water. AIR POLLUTION: One final thing just on the point that Hochul is making. She said it created a lot of pollution. Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have. “When you compare economic impact to all these different things, datacenters are honestly one of the best things we could be building as a nation.”

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