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🚨THE ONE REAL CONCERN NO ONE IS TALKING ABOUT AI data centers are being forced into communities under the banner of “progress.” But one issue alone is enough for the people to protest: TONAL NOISE. That constant industrial hum. The low frequency vibration. The mechanical drone from fans, cooling...

12,467 views • 2 months 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

Jolly: Byron Donalds’ real plan to bring down property taxes is to devalue your house by building a hyperscale data center next door to you. Byron Donalds is doing something that Donald Trump is doing and every other conflicted politician is doing who’s on all sides of this issue now. So big tech wants to come in and bring in the hyperscale data centers. Politicians like Byron Donalds have said, “Yeah, come on in. Build on our pristine lands. Give me the money in my campaign account, and I’ll let you do it.” Voters said, “Whoa, whoa, whoa. We don’t want hyperscale data centers.” And so now the position of the White House and Byron Donalds has pivoted to the following: “Ratepayer protection.” Ratepayer protection is what they’re saying to make it look like they’re pushing back. Now, understand what that means. That means that big tech and utilities have to pay their own way. They’re allowed to plunder as long as they pay for the plundering. Well, voters are saying, “We don’t want you to plunder.” And by the way, paying your own way should have been the baseline. That’s not a big reform. That’s just because they got caught subsidizing the development of these hyperscale data centers. Now, their position is, “We’re going to make them pay their own way,” and they’re taking a victory lap as though it’s some important consumer protection. No, it’s not. Look who’s cheering on the Trump-Donalds plan for hyperscale data centers. Who is cheering it on? Big tech and big utilities. Who’s against it? Voters. And so, it is a bold-faced lie when you hear Byron Donalds say, “I’m protecting the people of Florida.” No, he’s not. He’s allowing big tech and hyperscale data centers to come into your backyard, plunder our environment, devalue your property, destabilize your community, and then pat himself on the back all the way on his road to what he thinks is going to be a November victory. He’ll be proven wrong.

Acyn

64,781 views • 9 days ago