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🚨 Google caught lying about building a Data Center in San Jose, California Google is creating a massive new “research facility — Google insists is not a data center” But a retired engineer looked at their blue prints and documents and proves it’s a data center “When I looked...

93,456 views • 1 month ago •via X (Twitter)

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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 • 9 months ago

Data Centers are coaching their workers on how to lie to the public and their family about how Data Center water usage is actually a good thing “I work at an architecture firm that mainly does data centers, and just to give you all an idea of how out of touch the people making these things are. Today we had a meeting where we were essentially asked to defend the water usage of data centers to our friends and family in conversation at the dinner table or online. They provided them with a graph to break down water usage (included) but I’ll go over it The chart compares “domestic water usage” (toilets, sinks, etc.) for a typical-sized closed-loop data center of 600,000 gallons per year against other things of “equivalent square footage”: Cornfield: 5.85 million gallons Vineyard: 5.60 million Golf course: 5.45 million Peanut farm: 2.88 million Movie theater: 935,000 5 households: 730,000 They make the point that “Data centers aren’t the big water users you think” But that’s not really true “It's still using an incredible amount of water — and the key piece of evidence here was when someone gets pissed at a data center's water usage, ask them if they like golf. And when they say yes, let them know that a golf course uses 9 times as much water much water as a data center. That'll shut them up, because no one disapproves of golf courses using an exorbitant amount of water…” Not to mention, this is incredibly misleading The 600,000 gallons is mostly just building operations of things like sinks and bathrooms. It downplays or completely excludes the main water use, which is cooling the servers More fake propaganda

Wall Street Apes

54,259 views • 3 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

62,494 views • 3 months ago