Loading video...

Video Failed to Load

Go Home

Are AI data centers quickly being built to kill and then replace 200 million people by the year 2030, before the public can catch on? A data center insider says that is exactly the case.

114,868 views • 18 days ago •via X (Twitter)

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

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 views • 7 months ago

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

Wall Street Apes

62,029 views • 1 month ago