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Frontier AI data center capacity, based on data collected by Epoch AI. It doesn't include every single one, as they focus on the largest ones. Few things stand out: - 2026 will have a huge amount of cpacity come online - Anthropic will lead at some early points in... show more

Peter Gostev

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134,711 次观看 • 6 个月前 •via X (Twitter)

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Sam Altman says in 2035, a single AI data center will have the same intellectual capacity as all humans plus AI currently on Earth combined

Sam Altman says in 2035, a single AI data center will have the same intellectual capacity as all humans plus AI currently on Earth combined

Tsarathustra

147,138 次观看 • 1 年前

Sam Altman says in 2035, a single AI data center will have the same intellectual capacity as all humans plus AI currently on Earth combined

Sam Altman says in 2035, a single AI data center will have the same intellectual capacity as all humans plus AI currently on Earth combined

Tansu Yegen

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Festus, Missouri voted out every single city council member who approved of an AI Data Center against their will. The ones who were up for re-election at least. One of them was an 8 year incumbent who got beat by 40 points. I think data centers will play a factor in midterms.

Festus, Missouri voted out every single city council member who approved of an AI Data Center against their will. The ones who were up for re-election at least. One of them was an 8 year incumbent who got beat by 40 points. I think data centers will play a factor in midterms.

Derrick Evans

123,580 次观看 • 1 个月前

$NBIS CEO Arkady Volozh expects Nebius to reach more than 1 GW of data center capacity by 2026 Today they have 25 MW That's a 40x increase in data center capacity in less than 2 years

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Daniel Romero

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We're building one of Europe's largest AI factories in Lappeenranta, Finland, and we're looking for the team to run it. Latest-generation NVIDIA accelerated compute. First capacity live in 2027, powered by low-carbon energy. From shift patterns to tooling, this is a chance to write the runbook from day one across data center operations and data center IT. Bring it online with us:

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Nebius

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"GALAXY IS BUILDING WHAT WILL BE THE LARGEST SINGLE CAMPUS DATA CENTER IN AMERICA" "KNOCK ON WOOD, BY THE 4TH OF JULY WE WILL HAVE LEASED OUT — OR CERTAINLY BY SUMMER’S END WE WILL HAVE LEASED THE FULL 1.6GW" $GLXY

"GALAXY IS BUILDING WHAT WILL BE THE LARGEST SINGLE CAMPUS DATA CENTER IN AMERICA" "KNOCK ON WOOD, BY THE 4TH OF JULY WE WILL HAVE LEASED OUT — OR CERTAINLY BY SUMMER’S END WE WILL HAVE LEASED THE FULL 1.6GW" $GLXY

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Arthur Mensch confirmed on CNBC this week that OpenAI and Anthropic are calling Mistral asking for compute. The two companies racing to build the most powerful AI in the world are dependent on a European competitor they have been trying to outrun. Let that land for a second. The narrative you have been sold is that the US is running away with AI. That OpenAI and Anthropic have such a commanding lead that the rest of the world is playing catch-up. That narrative is missing something physical. The International Energy Agency projected this year that US data center electricity demand will double by 2030. The US grid is already at capacity. Europe has the power. Europe has the land. And right now the company fielding calls from the most funded AI labs on earth is a four-year-old French startup. Mensch said Mistral is prioritizing its own customers first. The surge in agentic usage is generating far more tokens than anyone planned for and existing capacity is spoken for. The US labs are in the queue. But they are in the queue. Most people following AI are watching benchmark scores and funding rounds. The actual constraint right now is electricity and physical space. And on that dimension, the scoreboard looks nothing like the one most people are reading. Watch the full podcast on YouTube at CNBC International

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President Trump has extracted Indian data from the Prime Minister. The most valuable asset that India has is the data we produce. Any talk about AI has to be based on data, and our 1.4 billion people produce the largest amount on the planet. This includes medical data, data on movement of people, and communication data. All of it has been signed off by PM Modi. And the final thing is that he has promised President Trump that we will buy billions of dollars of imports from the United States every year. : LoP Shri Rahul Gandhi 📍 Keralam

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Congress

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EuroFoot

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Nvidia just spent $4 billion on a technology 99% of people have never heard of. But in 3 years, every AI data center on Earth will need it. And Nvidia just LOCKED UP the supply. Here's what happened: Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies. They make photonics technology. Systems that transmit data using LIGHT instead of electricity. Sounds like sci-fi. But this is the most important infrastructure bet in AI right now. Here's the problem Nvidia just solved for itself: AI data centers are hitting a wall that has nothing to do with chips, energy, or money... Copper wiring is dying. Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up. Signal degrades. Heat explodes. Power consumption skyrockets. Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B. An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss." Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else." That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip. The numbers are insane: - 3.5x more power efficient - 10x better network reliability - Data moving at 102 terabits per second Wells Fargo estimates the photonics market will hit $10-12 billion by 2030. And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need. This is the Nvidia playbook on repeat. They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer. They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled. Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia. By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain. Every data center, AI factory, and GPU cluster will need this technology to function at scale. Nvidia will become even more important.

Ricardo

640,331 次观看 • 3 个月前

Sam Altman says 2026-2027 will be a major shift in enterprise AI use The models started weak, but now they have matured enough to handle strict corporate data and security constraints Just as AI changed coding in 2025, it'll reshape every core function of a company

Sam Altman says 2026-2027 will be a major shift in enterprise AI use The models started weak, but now they have matured enough to handle strict corporate data and security constraints Just as AI changed coding in 2025, it'll reshape every core function of a company

Haider.

70,389 次观看 • 7 个月前

There are RVs parked for miles in Abilene, Texas They are used for temporary housing for thousands of construction workers building massive AI data centers Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water

There are RVs parked for miles in Abilene, Texas They are used for temporary housing for thousands of construction workers building massive AI data centers Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water

Wall Street Apes

333,653 次观看 • 1 个月前

Phenomenal few minutes by Will Hollingsworth with the truth on AI data centers coming to a city near you.

Phenomenal few minutes by Will Hollingsworth with the truth on AI data centers coming to a city near you.

Eric Moutsos

94,592 次观看 • 1 个月前