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ICYMI: The Data Centers in the state are going to keep growing... Meta Chooses Indiana for New $115M AI Workforce Academy INDIANAPOLIS — Meta is betting big on Central Indiana to build the physical foundations of the artificial intelligence revolution. On Tuesday, the tech giant announced the start of...

13,903 次观看 • 2 个月前 •via X (Twitter)

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BlackRock just spent $100 million training plumbers and electricians. The initiative is called Future Builders. The goal is to get 50,000 Americans through skilled trades programs over five years, electricians, HVAC techs, ironworkers, pipefitters. There is a real crisis behind it. America is trying to build the most ambitious AI infrastructure in history. Meta alone is spending up to $50 billion on a single data center campus in Louisiana. That construction requires an enormous amount of electrical work. There are not enough electricians to do it and the numbers are stark. About 200,000 electricians are expected to retire over the next decade. We need over 300,000 new ones just to build out the data centers Big Tech is racing to complete. The gap is not closing on its own. Microsoft and Google have both flagged the electrician shortage as a top constraint on U.S. data center expansion. For decades, the U.S. pushed every student toward a four-year degree. Trade enrollment fell, apprenticeship pipelines thinned out, the workforce aged and was never replaced. Now the bill is coming due at the worst possible time. BlackRock also invested over $3 billion in the bonds financing Meta's Hyperion data center, part of a $27 billion private debt deal, the largest ever structured for a single project. It is now funding both the AI buildout and the workers needed to finish it. AI is not automating the electrician. AI is the reason the electrician now has more leverage than ever. Every model, every data center, every autonomous system runs on physical infrastructure that only a credentialed tradesperson can legally build and energize. The technology that was supposed to replace blue-collar work turned out to need blue-collar work more than any other sector right now.

StockMarket.News

277,436 次观看 • 5 个月前

Investigation exposes the hidden cost of data centers, “It’s in your electric bill” “Companies like Amazon and META striking secret deals with utilities. It's all proprietary. It's all behind non-disclosure agreements and blacked out documents, and lobbying for a system that leaves all of us footing their bill” “The big problem is that we're all subsidizing the wealthiest corporations in the world in their pursuit of artificial intelligence.Americans' utility bills are rising while Big Tech's profits are going through the roof” “Everyday people covering the power costs of the data center build out.” “In 2025, the tech industry is expected to spend about $475 billion on data centers up 42% since last year. Today, data centers make up about 4% of US electricity demand. In just the next three years, that's expected to triple. The United States has never generated more electricity in our history than we are today.” “He explained to me that when utilities have to pay a higher capacity price, they pass it on to consumers in the form of supply charges. According to the PJM's independent monitor, data centers were responsible for 63% of last year's price increase. We saw customers with bills $900 over $1,000. It's unfathomable that they are having to pay higher rates to support wealthy corporations building data centers.” “The basic idea is that utility builds something and you socialize the costs to all of the ratepayers that have no choice but to take that utilities service. The cost of new infrastructure mostly shows up on another part of your electric bill, sometimes called delivery charges. Utility companies are allowed to set those charges high enough to recoup every dollar they spent building, plus a regulated rate of profit, usually around 10%. So this is a huge profit opportunity.” “Last year, a utility company in Louisiana proposed to spend $3 billion on a new power plant to meet electricity demand from a Meta data center. The full terms of its deal with Meta are secret, but redacted regulatory filings have revealed that the public is on the hook for Meta's power plant. Meta has signed a 15-year deal and it only obligates them to pay for about half of that $3 to $4 billion of infrastructure, which means that there's a big risk that everyone else in Louisiana will get stuck with the rest of that bill”

Wall Street Apes

138,820 次观看 • 1 年前

BlackRock CEO Larry Fink says the biggest job boom coming to America has nothing to do with AI software or Wall Street, it's in infrastructure. Specifically, the construction, power grids, and data centers. That is where he believes the massive job growth is coming from. And his warning is that we are not ready for it. Companies are committing hundreds of billions to build out AI infrastructure across the US, Microsoft, Amazon, Meta, and Alphabet are projected to spend $650 billion on it this year alone. But that buildout requires physical workers. Electricians, pipefitters, construction crews, grid engineers. Fink told the Trump administration directly, the US doesn't have enough skilled workers to meet the demand these projects will create. Microsoft's Brad Smith called the skilled labor shortage the "single biggest challenge for data center expansion in the U.S." In some regions, Microsoft had to relocate workers or ask them to commute 75 miles just to fill critical roles. The electrical work alone accounts for 45–70% of total data center construction costs. Over 200,000 electricians are expected to retire in the next decade. The pipeline to replace them doesn't exist at the scale needed. Energy resilience is the other piece Fink flagged. Data centers don't just need to be built, they need consistent, reliable power. The US grid hasn't been meaningfully expanded in decades. China, by contrast, generates roughly twice the electricity the US does and is actively building more. Fink's point is direct because if the US doesn't win the buildout of its physical infrastructure, China will. That is why BlackRock just committed $100 million to fund training programs for 50,000 skilled trade workers over the next five years. The largest asset manager in the world is putting money into electricians and plumbers because it sees the bottleneck clearly.

StockMarket.News

46,903 次观看 • 5 个月前

🇦🇲 Armenia launches one of the world’s most advanced AI data centers Armenia has officially joined the ranks of countries with their own artificial intelligence infrastructure. #EleveightAI has announced the launch of the #SouthCaucasus’ first AI Factory in the town of Gagarin, powered by #NVIDIA Blackwell B300 chips — one of the world’s most advanced architectures for generative AI. The project is now valued at up to $120 million for the first phase, significantly above the previously reported $70 million. The facility is designed to scale up to 35 MW of computing capacity and is considered supercomputing-class infrastructure. According to the company, Armenia has the potential to become a new global hub for #AI computing — an alternative location to the United States and Western #Europe. Among the advantages cited are lower energy costs, the availability of technical talent, and the region’s growing international connectivity. Eleveight AI CEO Arman Aleksanyan stated that the goal of the project is to transform Armenia from a consumer of AI into a country where AI is developed, trained, and deployed. The company is also considering future expansion into #CentralAsia'n and European markets. Twenty percent of the center’s computing capacity will be provided free of charge to Armenian universities, research institutions, and non-profit organizations. The project is already being described as part of a broader strategy to turn #Armenia into a regional technology and AI hub. As part of that strategy, another AI data center — developed by FireBird — is expected to launch in #Hrazdan, with planned investments of $500 million in the first phase and $4 billion in the second. NVIDIA Blackwell B300 chips are considered among the most advanced AI processors in the world and are designed for generative AI, supercomputing, and high-performance computing workloads. Access to such technology is subject to #US export-control regulations and is granted under strict licensing and compliance requirements. #IT #technology #MiddleEast #EU

Arthur Maghakian

63,899 次观看 • 3 个月前

INDIANA Federal Judge rules the Indiana Economic Development Corporation is a “Private Entity”. The IEDC mislead the public on their role with our tax dollars. It is NOT that elusive “Public - Private - Partnership” they were pitching to Hoosiers. In fact, it allegedly appears to be outright Fraud. Some of the key Employees and Directors of the IEDC created their own LLc’s to financially enrich themselves with deals with the IEDC. LEAP, Data Centers, Solar Farms, Affordable Housing, and etc. Follow the money. An entire series of articles highlighting the un-authorized, un-constitutional projects across the State and those legislatively approved “Economic Development Boards” across the State will be revealed. To peak your interest, we’ll be sharing the Purdue Housing project using Hoosier tax credits, which was allocated by a non-governmental agency (IEDC). The transaction is unenforceable and unauthorized. The buildings are owned by a former employee of the IEDC. Can you say CONFLICT OF INTEREST!!!!! You will meet a victim that has filed a TORT notice against the State of Indiana, IEDC, and Michael Andretti over a $100 million+ “deal”. A TORT notice is required per Indiana statute to provide advance notice of an ensuing lawsuit being filed. Yes, the 7 page TORT claim will be uploaded this week for your viewing. It’s complex with the layers of players, but we’ll break it down to more readily understand the timetables and the involvement of the IEDC and the private businesses. The IEDC has facilitated many “deals” throughout the State, allegedly under the guise of Economic Development for Hoosiers. (Data Centers, Solar Farms, LEAP, Battery Facilities). Hoosiers are the investors, but are reaping zero return on these alleged investments and absorbing all liabilities. It’s not in our best interest to continue the IEDC to squander our valuable resources with unelected bureaucrats. We’ll provide the names and bills that Indiana legislators sponsored to allow a “private organization” (IEDC) to use Hoosier resources for the organizations enrichment. Many of the same legislators opposed to redistricting are involved in the “economic development ruse”. Folks, do you recall the non-disclosure agreements being executed by your local government (area planning commission, county commissioners, city counsel members, and etc for economic development deals? Imagine the unconstitutional secrecy. Imagine the Indiana State Board of Accounts being legislatively blocked to audit the IEDC books. Imagine the myriad of international travel to partner with International Countries without any oversight. Give us a follow as we travel this journey together. TheMicahBeckwith Lt. Governor Micah Beckwith Senator Jim Banks Governor Mike Braun Mike Braun Rob Kendall Vice President JD Vance President Donald J. Trump ThePersistence State Treasurer Daniel Elliott Secretary of State Diego Morales

Ken Colbert

38,859 次观看 • 9 个月前

$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.

Mike

182,273 次观看 • 9 个月前