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Almost $1 TRILLION has already gone into building AI infrastructure. Let that sink in for a moment. In just two years, we’ve poured the equivalent of an entire country’s GDP into chips, data centers, and compute power. That’s not hype that’s commitment. And the wild part? This is still... show more

Junaid Dar

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140,194 Aufrufe • vor 6 Monaten •via X (Twitter)

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We all know AI is the future of technology. But almost nobody will OWN the technology shaping that future. The AI race is already underway. Billions are being invested. Companies are moving fast. AI is already reshaping entire industries. But when all this value gets created…Who actually benefits? Right now, mostly a handful of billionaires and Big Tech companies. We don’t think that’s fair. If AI is being built on the data, behavior, and contributions of ordinary people… Then ordinary people should share in the value it creates. That’s exactly what we’re building at Action Model: A future where AI is owned by the people, not just the few at the top.

We all know AI is the future of technology. But almost nobody will OWN the technology shaping that future. The AI race is already underway. Billions are being invested. Companies are moving fast. AI is already reshaping entire industries. But when all this value gets created…Who actually benefits? Right now, mostly a handful of billionaires and Big Tech companies. We don’t think that’s fair. If AI is being built on the data, behavior, and contributions of ordinary people… Then ordinary people should share in the value it creates. That’s exactly what we’re building at Action Model: A future where AI is owned by the people, not just the few at the top.

Action Model

20,853 Aufrufe • vor 1 Monat

Blackrock, OpenAi, Nvidia & companies alike have gone all-in on Data Infrastructure. Ai’s future is built on trillion dollar compute deals, billion dollar data centers, and hundreds of millions on hiring top talent. Next-Gen Data Infrastructure is now live on Surmount !

Blackrock, OpenAi, Nvidia & companies alike have gone all-in on Data Infrastructure. Ai’s future is built on trillion dollar compute deals, billion dollar data centers, and hundreds of millions on hiring top talent. Next-Gen Data Infrastructure is now live on Surmount !

ₕₐₘₚₜₒₙ

81,182 Aufrufe • vor 7 Monaten

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Kevin O'Leary aka Mr. Wonderful

35,420 Aufrufe • vor 1 Monat

SUNDAR PICHAI: AI IS REWRITING EARTH’S INFRASTRUCTURE IN TWO YEARS Sundar laid it out with quiet certainty: the AI boom isn’t coming, it’s already rewriting the laws of scale: "You know, maybe four years ago Google was spending less than $30 billion per year. This year, that number is gonna be over $90 billion. And if you collectively add what all the companies are doing, we have well over a trillion dollars of investment going in, in building the infrastructure for this moment. And one way I think about it is in the next couple of years, we'll end up building what we probably built in the past 10 to 20 years. So hopefully just in a couple of years. So that gives you the scale at which this is ramping up." It’s the kind of scale that makes empires blink. Alphabet’s AI capex shot from $24 billion in 2021 to over $90 billion in 2025, powered by Gemini, Vertex AI, and an arms race for compute that’s now burning through a trillion dollars across Google, Microsoft, Amazon, and Meta. Source: thewizeai / Sundar Pichai

SUNDAR PICHAI: AI IS REWRITING EARTH’S INFRASTRUCTURE IN TWO YEARS Sundar laid it out with quiet certainty: the AI boom isn’t coming, it’s already rewriting the laws of scale: "You know, maybe four years ago Google was spending less than $30 billion per year. This year, that number is gonna be over $90 billion. And if you collectively add what all the companies are doing, we have well over a trillion dollars of investment going in, in building the infrastructure for this moment. And one way I think about it is in the next couple of years, we'll end up building what we probably built in the past 10 to 20 years. So hopefully just in a couple of years. So that gives you the scale at which this is ramping up." It’s the kind of scale that makes empires blink. Alphabet’s AI capex shot from $24 billion in 2021 to over $90 billion in 2025, powered by Gemini, Vertex AI, and an arms race for compute that’s now burning through a trillion dollars across Google, Microsoft, Amazon, and Meta. Source: thewizeai / Sundar Pichai

Mario Nawfal

163,400 Aufrufe • vor 7 Monaten

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 Aufrufe • vor 22 Tagen

There is a real connection to the huge increase in rapid data centers being built in America to mass surveillance Some of the largest data centers being built have direct CIA ties We might be witnessing the rise of the surveillance state right now and be thinking it’s about AI, but really it’s about monitoring every aspect of every American’s life and building profiles on them

There is a real connection to the huge increase in rapid data centers being built in America to mass surveillance Some of the largest data centers being built have direct CIA ties We might be witnessing the rise of the surveillance state right now and be thinking it’s about AI, but really it’s about monitoring every aspect of every American’s life and building profiles on them

Wall Street Apes

112,794 Aufrufe • vor 21 Tagen

The AI data centers are being built all across America are going to devastate this country. Cancer, COPD, fertility rates will plummet, and that’s just what we know about already.

The AI data centers are being built all across America are going to devastate this country. Cancer, COPD, fertility rates will plummet, and that’s just what we know about already.

RyanMatta 🇺🇸 🦅

35,401 Aufrufe • vor 1 Monat

🇨🇳 China is building AI data centers so fast that diesel generator factories are running full speed - producing 8 units per day just to keep up. Why diesel? Because AI infrastructure has become too important to rely on unstable power grids. This isn’t about backup power - it’s about AI going strategic. 💡 China’s AI wave is no longer theoretical. Real servers. Real deployments. 💥 Market for diesel generators in data centers: $1.4 billion in 2024 - over 100% growth YoY. And that’s just the infrastructure side of the AI explosion. While Washington is busy banning GPUs, China is busy building its own AI empire - from chip to cloud. No H100? No problem. The power switch is already on. ⚡

🇨🇳 China is building AI data centers so fast that diesel generator factories are running full speed - producing 8 units per day just to keep up. Why diesel? Because AI infrastructure has become too important to rely on unstable power grids. This isn’t about backup power - it’s about AI going strategic. 💡 China’s AI wave is no longer theoretical. Real servers. Real deployments. 💥 Market for diesel generators in data centers: $1.4 billion in 2024 - over 100% growth YoY. And that’s just the infrastructure side of the AI explosion. While Washington is busy banning GPUs, China is busy building its own AI empire - from chip to cloud. No H100? No problem. The power switch is already on. ⚡

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

226,078 Aufrufe • vor 1 Jahr

$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.

$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.

Shay Boloor

156,897 Aufrufe • vor 5 Monaten

🚨🇺🇸 THAT’S NOT A TRACTOR, IT’S A 50MW NUCLEAR REACTOR BUILT FOR AI Looks like farm gear, except it’s not. This is a 50 megawatt electric nuclear reactor built start to finish in just two weeks. Purpose-built to feed AI data centers. No concrete dome. No giant facility, it is just one vault holding the whole reactor. Compact. Fast. Powerful. Every part is made in a South Austin factory. Final snap-together happens on-site. This is the new atomic age. And it's already online. Source: Eric M Henrikson

🚨🇺🇸 THAT’S NOT A TRACTOR, IT’S A 50MW NUCLEAR REACTOR BUILT FOR AI Looks like farm gear, except it’s not. This is a 50 megawatt electric nuclear reactor built start to finish in just two weeks. Purpose-built to feed AI data centers. No concrete dome. No giant facility, it is just one vault holding the whole reactor. Compact. Fast. Powerful. Every part is made in a South Austin factory. Final snap-together happens on-site. This is the new atomic age. And it's already online. Source: Eric M Henrikson

Mario Nawfal

173,210 Aufrufe • vor 11 Monaten

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,906,309 Aufrufe • vor 6 Monaten

Elon Musk explaining why we’ll need solar-powered AI satellites in space within the next five years. Not because it sounds futuristic, but because Earth simply can’t generate the energy needed for what’s coming. AI alone could require 300 gigawatts of power every year To put that into perspective, that’s almost two-thirds of the entire U.S. electricity output, just for AI. And scaling up to a terawatt per year? That’s beyond what Earth’s grids and infrastructure can handle. Space is the only place with the endless power supply AI will demand.

Elon Musk explaining why we’ll need solar-powered AI satellites in space within the next five years. Not because it sounds futuristic, but because Earth simply can’t generate the energy needed for what’s coming. AI alone could require 300 gigawatts of power every year To put that into perspective, that’s almost two-thirds of the entire U.S. electricity output, just for AI. And scaling up to a terawatt per year? That’s beyond what Earth’s grids and infrastructure can handle. Space is the only place with the endless power supply AI will demand.

SMX 🇺🇸

33,351 Aufrufe • vor 7 Monaten

Sergey Brin said compute is dessert. The companies winning the AI race right now are not the ones with the most chips. They are the ones with the best algorithms. Every headline you read about AI is about data centers, Megawatts, and Nvidia orders. Billions in infrastructure and more. The entire investment thesis of the last three years has been built on compute scaling as the primary moat. Sergey thinks that framing is wrong. He pulled out an example from physics. The N-body problem. Scientists have been running those simulations since the fifties. Over the decades, raw compute improved on Moore's law. But the algorithms to solve the problem improved faster. Not slightly faster. Far faster. The algorithmic gains made the compute gains look small. He says the same thing has happened in AI over the last decade. Compute is not the meal. It is the dessert. You still want it. Nobody is turning down frontier compute. But the companies that figured out the algorithms first are the ones actually ahead. The market is pricing AI winners by who has the most chips. Sergey Brin just said that is the wrong scorecard. The ones who win this are not building the biggest data center. They are solving the harder math problem.

Sergey Brin said compute is dessert. The companies winning the AI race right now are not the ones with the most chips. They are the ones with the best algorithms. Every headline you read about AI is about data centers, Megawatts, and Nvidia orders. Billions in infrastructure and more. The entire investment thesis of the last three years has been built on compute scaling as the primary moat. Sergey thinks that framing is wrong. He pulled out an example from physics. The N-body problem. Scientists have been running those simulations since the fifties. Over the decades, raw compute improved on Moore's law. But the algorithms to solve the problem improved faster. Not slightly faster. Far faster. The algorithmic gains made the compute gains look small. He says the same thing has happened in AI over the last decade. Compute is not the meal. It is the dessert. You still want it. Nobody is turning down frontier compute. But the companies that figured out the algorithms first are the ones actually ahead. The market is pricing AI winners by who has the most chips. Sergey Brin just said that is the wrong scorecard. The ones who win this are not building the biggest data center. They are solving the harder math problem.

Ihtesham Ali

129,354 Aufrufe • vor 17 Tagen

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

NIK

102,475 Aufrufe • vor 10 Monaten

The Digital Control Grid Is Being Built Right Now Massive new data centers aren’t just powering AI like Grok. They’re the foundation of a total surveillance infrastructure. Track-and-trace is moving under the skin. Bill Gates-style microneedle patches, advanced wearables, and implantable devices are being designed to connect directly to the internet through 6G. Every heartbeat, movement, purchase, and thought could be monitored and logged in real time. This is the infrastructure for a digital prison.

The Digital Control Grid Is Being Built Right Now Massive new data centers aren’t just powering AI like Grok. They’re the foundation of a total surveillance infrastructure. Track-and-trace is moving under the skin. Bill Gates-style microneedle patches, advanced wearables, and implantable devices are being designed to connect directly to the internet through 6G. Every heartbeat, movement, purchase, and thought could be monitored and logged in real time. This is the infrastructure for a digital prison.

Tom Renz

15,342 Aufrufe • vor 1 Monat

‼️WHAT JUST HAPPENED?! AI HAS A TRADES PROBLEM The companies building the future do not just need chips, code, and capital. They need electricians, welders, HVAC techs, and plumbers. In this episode, Patrick Ney explains how fifty years of steering young people away from the trades created a shortage that is now slowing everything from data centers to energy infrastructure. 0:40 - Why BlackRock just bet on the skilled trades 4:55 - How the trades shortage was built over decades 4:45 - Why AI is suddenly running into a blue-collar problem 8:30 - AI still needs people to build the real world 10:56 - What the money looks like in the trades versus college 13:10 - Why this shortage is global, not just American 16:07 - The stigma that still pushes young people away from the trades

‼️WHAT JUST HAPPENED?! AI HAS A TRADES PROBLEM The companies building the future do not just need chips, code, and capital. They need electricians, welders, HVAC techs, and plumbers. In this episode, Patrick Ney explains how fifty years of steering young people away from the trades created a shortage that is now slowing everything from data centers to energy infrastructure. 0:40 - Why BlackRock just bet on the skilled trades 4:55 - How the trades shortage was built over decades 4:45 - Why AI is suddenly running into a blue-collar problem 8:30 - AI still needs people to build the real world 10:56 - What the money looks like in the trades versus college 13:10 - Why this shortage is global, not just American 16:07 - The stigma that still pushes young people away from the trades

NewsForce

82,818 Aufrufe • vor 3 Monaten

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

Kevin O'Leary aka Mr. Wonderful

45,121 Aufrufe • vor 10 Monaten

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,297 Aufrufe • vor 7 Monaten

The data center boom has a geopolitical shadow. Think about it- in a world where military systems run on compute, the buildings that provide that compute will become targets. And the messy part is that a lot of this infrastructure is dual-use with civilian data, banking data, cloud services, defense contracts, intelligence workloads all potentially blurred inside the same ecosystem. So if these facilities are being built next to neighborhoods, schools, and homes, people deserve to know more than “it brings jobs.” They deserve to know what kind of infrastructure they’re living next to, what risks come with it, and whether their community is secretly being folded into the map of modern warfare.

The data center boom has a geopolitical shadow. Think about it- in a world where military systems run on compute, the buildings that provide that compute will become targets. And the messy part is that a lot of this infrastructure is dual-use with civilian data, banking data, cloud services, defense contracts, intelligence workloads all potentially blurred inside the same ecosystem. So if these facilities are being built next to neighborhoods, schools, and homes, people deserve to know more than “it brings jobs.” They deserve to know what kind of infrastructure they’re living next to, what risks come with it, and whether their community is secretly being folded into the map of modern warfare.

Drey

13,996 Aufrufe • vor 1 Monat

🚨 $HBAR is about to be the foundation of almost every advanced AI system in the World. NVIDIA, ($2.5 TRILLION MC) along with Intel and EQTY Lab, built Verifiable Compute on Hedera to provide AI governance and transparency. This unique collaboration is exclusive to Hedera as it was chosen for its high scalability and immutable record keeping features. When the market stabilizes Hedera is likely to jump into the Top 10, Top 5 is in the cards if the Tik Tok acquisition goes through imo.

🚨 $HBAR is about to be the foundation of almost every advanced AI system in the World. NVIDIA, ($2.5 TRILLION MC) along with Intel and EQTY Lab, built Verifiable Compute on Hedera to provide AI governance and transparency. This unique collaboration is exclusive to Hedera as it was chosen for its high scalability and immutable record keeping features. When the market stabilizes Hedera is likely to jump into the Top 10, Top 5 is in the cards if the Tik Tok acquisition goes through imo.

Mark

53,909 Aufrufe • vor 1 Jahr