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🇨🇳 China doubles AI computing power in two months — with zero US chips China's largest scientific AI cluster just doubled its domestically-made accelerator chips from 30,000 to 60,000 units in two months, marking a significant step forward in the country's effort to establish a self-sufficient AI infrastructure. The...

20,445 次观看 • 6 个月前 •via X (Twitter)

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NVIDIA & VERTIV TARGET UP TO 30% MORE AI TOKENS WITH THE SAME CAPACITY $NVDA and $VRT announced a new AI factory deployment approach at GTC Berlin that could cut the time from project kickoff to productive capacity from 120 days to just 48 days. According to Vertiv's modeled estimates, this could result in up to 30% more cumulative AI token output in the first 12 months, without increasing installed computing capacity. Here's how the new approach works: • 10x Faster Design: NVIDIA's Vera Rubin DSX AI Factory reference design, Omniverse DSX Blueprint, and Vertiv's SimReady assets integrate with Dassault Systèmes' 3DEXPERIENCE platform to reduce configuration and validation time from 30 days to just 3 days. • 50% Faster Deployment: Vertiv's prefabricated OneCore and SmartRun infrastructure could reduce on-site power and cooling deployment from 90 days to 45 days. • 72 Days Saved: Combined, the approach could bring AI factories online approximately 10 weeks earlier, providing 317 productive days in the first year compared with 245 using conventional methods. • Real-World Deployment: Polar Data Centers is applying Vertiv's factory-built approach to the first 41 MW phase of its AI data center in Herøya, Norway 🇳🇴, with plans to scale the facility to 100 MW. • Factory-Built Infrastructure: Power, cooling, networking, and supporting systems can be designed and virtually validated before construction, with more assembly and testing completed off-site.

Wall St Engine

41,983 次观看 • 8 天前

Elon Musk just identified the next crisis in AI. It’s not a shortage. It’s an unusable surplus. Musk: “By the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that determine who wins the AI era. That bottleneck is ending. A new one is replacing it. Musk: “The chips are going to be piling up and not be able to be turned on.” Billions of dollars of the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabrication plants scaled. The grid didn’t. And now the most valuable hardware in history is about to hit a wall that no amount of capital can instantly solve. Compute is about to become abundant. Electricity is about to become the most valuable commodity on earth. Three years obsessing over silicon yields. Physics doesn’t care about your chip architecture if your data center can’t pull enough megawatts. The war isn’t about who can manufacture the most silicon anymore. It’s about who has the raw power to plug it in. Whoever solves energy first doesn’t just win. They own the infrastructure everyone else needs to compete. The losers stack useless chips in warehouses waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel. That’s the AI race right now.

Dustin

707,151 次观看 • 8 个月前