正在加载视频...

视频加载失败

DATA VAMPIRES is a four-part series exploring the costs of hyperscale data centers and why tech billionaires are desperate to build more. In Part 1, we examine where “the cloud” came from and how it expands Amazon, Microsoft, and Google’s power. Full ep:

327,620 次观看 • 1 年前 •via X (Twitter)

6 条评论

Tech Won't Save Us 的头像
Tech Won't Save Us1 年前

A special thanks to @cloudquistador and @CeciliaRikap for joining me in this episode! New episodes of DATA VAMPIRES will be released every Monday of October, but you can listen to the whole series today by supporting the show on Patreon:

Tech Won't Save Us 的头像
Tech Won't Save Us1 年前

More ways to listen 👇 Spotify: Overcast: Podcast Addict: Find more information on our website:

i love democracy 的头像
i love democracy1 年前

It’s imperative people listen to this. These companies are going to fight to keep everything about their data centers unknown to the public, and for good reason, their implications are morally abhorrent. Looking forward to the rest of this series, thanks Paris!

Madouu 的头像
Madouu1 年前

@aynumazi

Linda Aspey 的头像
Linda Aspey1 年前

Brilliant series. Thank you.

hikikomori dušmanke 的头像
hikikomori dušmanke1 年前

is there a written form of this anywhere?

相关视频

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

Wall Street Apes

57,502 次观看 • 1 个月前

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 次观看 • 7 个月前

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

62,262 次观看 • 1 个月前