Загрузка видео...

Не удалось загрузить видео

На главную

🇺🇸🇨🇳 The U.S. has 4,000 data centers, while China has 365. But 24 months ago, AI training required 100 megawatts. Today the minimum is 1 gigawatt. The U.S., Canadian, and Mexican grids can't deliver that. China's can. The AI race was never about who built more, but who built...

MarioNawfal's profile picture

Mario Nawfal

3,823,326 subscribers

664,751 просмотров • 2 месяцев назад •via X (Twitter)

Новости и политикаНаука и технологии
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

China and the U.S. are running two very different AI races. While Washington is investing in developing the best frontier model, China is building out a robust electricity grid to power it. Who has the better strategy?
2:10

China and the U.S. are running two very different AI races. While Washington is investing in developing the best frontier model, China is building out a robust electricity grid to power it. Who has the better strategy?

Foreign Policy

15,126 просмотров • 1 месяц назад

THE AI ARMS RACE: WHY ENERGY IS THE NEW GOLD The real battle for global dominance is about AI. But you can't win the AI race if you lose the energy race. Professor Kenneth Rogoff explains that while China leapfrogs the U.S. in solar and nuclear, fossil fuels remain the critical bridge to the future. If the U.S. can't secure the energy centers of the Middle East, it loses the power to fuel the intelligence of tomorrow. Kenneth S Rogoff
3:30

THE AI ARMS RACE: WHY ENERGY IS THE NEW GOLD The real battle for global dominance is about AI. But you can't win the AI race if you lose the energy race. Professor Kenneth Rogoff explains that while China leapfrogs the U.S. in solar and nuclear, fossil fuels remain the critical bridge to the future. If the U.S. can't secure the energy centers of the Middle East, it loses the power to fuel the intelligence of tomorrow. Kenneth S Rogoff

Mario Nawfal

60,062 просмотров • 5 месяцев назад

🚨🇺🇸🇨🇳 Retired U.S. Admiral Mark Montgomery says ship count is irrelevant. The U.S. has 50+ nuclear attack submarines. China has 6 to 8. That gap is decisive. China's fleet is built for the first island chain, not open-ocean warfare. "Right now I consider their aircraft carriers targets." The real nightmare is if the U.S. ever has to push inside China's backyard and fight on its home turf. Mark Montgomery
7:11

🚨🇺🇸🇨🇳 Retired U.S. Admiral Mark Montgomery says ship count is irrelevant. The U.S. has 50+ nuclear attack submarines. China has 6 to 8. That gap is decisive. China's fleet is built for the first island chain, not open-ocean warfare. "Right now I consider their aircraft carriers targets." The real nightmare is if the U.S. ever has to push inside China's backyard and fight on its home turf. Mark Montgomery

Mario Nawfal

106,004 просмотров • 3 месяцев назад

Data centers play a critical role in our lives. But AI has turbocharged the need for bigger data centers, putting a growing demand on the existing power grid. So what happens when the digital backbone of our lives needs more power than the world can offer?
2:06

Data centers play a critical role in our lives. But AI has turbocharged the need for bigger data centers, putting a growing demand on the existing power grid. So what happens when the digital backbone of our lives needs more power than the world can offer?

Bloomberg

35,390 просмотров • 1 год назад

The man who turned 225 million dollars into 5.5 billion dollars explained on camera exactly why he made his biggest bet. This is Leopold Aschenbrenner, the same person whose Bloom Energy position is now worth close to 2 billion dollars after Oracle's 2.8 gigawatt fuel cell deal laying out the power math that drove every investment decision his fund has made. In 2022, the GPT-4 training cluster consumed roughly 10 megawatts of power and cost about 500 million dollars. AI compute has been scaling at roughly half an order of magnitude per year meaning the largest training cluster doubles in power requirement every 12 to 18 months without stopping. By 2024, the largest cluster was approximately 100 megawatts, the equivalent of 100,000 high-end GPUs and costs in the billions. By 2026, right now, the leading training cluster requires a full gigawatt of continuous power and that is the output of a large nuclear reactor. By 2028, the projection reaches 10 gigawatts, more electricity than most US states generate in total. By 2030, the trillion-dollar cluster, 100 gigawatts, over 20 percent of everything the United States currently produces in electricity, consumed by a single AI training installation. And that is just the training cluster. Inference, the continuous compute required to actually run AI products for hundreds of millions of users requires multiples of that on top. Meanwhile, total US electricity production has barely grown five percent over the last decade and the grid was not built for this. And the transformer shortage, the switchgear backorders, and the canceled data center projects that are making headlines right now are the first visible symptoms of a power system hitting a wall that Aschenbrenner saw coming years before the rest of the market. This is exactly why he built a 875 million dollar position in Bloom Energy, a company that generates electricity directly at the data center site using fuel cells, completely bypassing the grid bottleneck that is already stopping half of all planned US data centers from opening on schedule. The thesis was never complicated. The bottleneck in AI is not the models, not the chips, and not the software. The bottleneck is whether civilization can generate enough electricity to run the machines fast enough to matter.
1:30

The man who turned 225 million dollars into 5.5 billion dollars explained on camera exactly why he made his biggest bet. This is Leopold Aschenbrenner, the same person whose Bloom Energy position is now worth close to 2 billion dollars after Oracle's 2.8 gigawatt fuel cell deal laying out the power math that drove every investment decision his fund has made. In 2022, the GPT-4 training cluster consumed roughly 10 megawatts of power and cost about 500 million dollars. AI compute has been scaling at roughly half an order of magnitude per year meaning the largest training cluster doubles in power requirement every 12 to 18 months without stopping. By 2024, the largest cluster was approximately 100 megawatts, the equivalent of 100,000 high-end GPUs and costs in the billions. By 2026, right now, the leading training cluster requires a full gigawatt of continuous power and that is the output of a large nuclear reactor. By 2028, the projection reaches 10 gigawatts, more electricity than most US states generate in total. By 2030, the trillion-dollar cluster, 100 gigawatts, over 20 percent of everything the United States currently produces in electricity, consumed by a single AI training installation. And that is just the training cluster. Inference, the continuous compute required to actually run AI products for hundreds of millions of users requires multiples of that on top. Meanwhile, total US electricity production has barely grown five percent over the last decade and the grid was not built for this. And the transformer shortage, the switchgear backorders, and the canceled data center projects that are making headlines right now are the first visible symptoms of a power system hitting a wall that Aschenbrenner saw coming years before the rest of the market. This is exactly why he built a 875 million dollar position in Bloom Energy, a company that generates electricity directly at the data center site using fuel cells, completely bypassing the grid bottleneck that is already stopping half of all planned US data centers from opening on schedule. The thesis was never complicated. The bottleneck in AI is not the models, not the chips, and not the software. The bottleneck is whether civilization can generate enough electricity to run the machines fast enough to matter.

Milk Road AI

4,640,426 просмотров • 4 месяцев назад

AI has turned data centers from 5–10 kW racks into power-hungry AI factories. At that scale, the question isn’t “who has the most FLOPs?” It’s: Who can deliver the most intelligence per watt and per dollar? Nvidia’s GPUs still dominate, but inside Google there’s a different answer: the Tensor Processing Unit (TPU):
1:09

AI has turned data centers from 5–10 kW racks into power-hungry AI factories. At that scale, the question isn’t “who has the most FLOPs?” It’s: Who can deliver the most intelligence per watt and per dollar? Nvidia’s GPUs still dominate, but inside Google there’s a different answer: the Tensor Processing Unit (TPU):

Computer

31,075 просмотров • 8 месяцев назад

.Kevin O'Leary aka Mr. Wonderful is right that China is trying to convince America to stop building AI data centers while building tons of its own. That's China's plan to win the AI race and control the next century. But that DOES NOT mean data centers should just drain public power. I'm dead set against any data center that has a SINGLE line feeding them power from the grid. But some are generating their own power and giving the excess TO the grid. Those are two very different scenarios. Thankfully, Kevin O'Leary has said his data center project in Utah will generate its own power. THIS IS A MUST. Just like railroads, factories, oil, and electricity powered previous generations, the future will run on AI computing, powered by massive amounts of energy. We need both to stop China from dominating the world. China knows this and is trying to turn data centers into a boogeyman. There’s evidence out now from the Bitcoin Policy Institute that foreign influence networks are actively feeding this anti-data center movement in the United States. They traced several overlapping campaigns, all aimed at slowing American AI infrastructure down, directly to China. Strong countries build infrastructure. Weak countries fear it. We can't fall for their trap. But we must also build strategically without sacrificing public resources.
11:49

.Kevin O'Leary aka Mr. Wonderful is right that China is trying to convince America to stop building AI data centers while building tons of its own. That's China's plan to win the AI race and control the next century. But that DOES NOT mean data centers should just drain public power. I'm dead set against any data center that has a SINGLE line feeding them power from the grid. But some are generating their own power and giving the excess TO the grid. Those are two very different scenarios. Thankfully, Kevin O'Leary has said his data center project in Utah will generate its own power. THIS IS A MUST. Just like railroads, factories, oil, and electricity powered previous generations, the future will run on AI computing, powered by massive amounts of energy. We need both to stop China from dominating the world. China knows this and is trying to turn data centers into a boogeyman. There’s evidence out now from the Bitcoin Policy Institute that foreign influence networks are actively feeding this anti-data center movement in the United States. They traced several overlapping campaigns, all aimed at slowing American AI infrastructure down, directly to China. Strong countries build infrastructure. Weak countries fear it. We can't fall for their trap. But we must also build strategically without sacrificing public resources.

Glenn Beck

188,156 просмотров • 2 месяцев назад

🇺🇸 AI IS PUSHING AMERICA’S POWER GRID TO THE BRINK - TRUMP ADMIN SAYS IT’S GO TIME The U.S. power grid - built for a world of lightbulbs and radios - is now being asked to power AI data centers, electrified factories, and a surging high-tech economy. And it’s not ready yet. At the Pennsylvania Energy and Innovation Summit, Trump, his Cabinet, and energy leaders declared the grid crisis urgent. They're calling for a national overhaul as AI threatens to double electricity demand in the coming decades. Energy Secretary Chris Wright: "The grid we have today wasn’t built for the world we’re entering. We need a grid that grows with the economy, not one that holds it back." Source: Fox News
6:15

🇺🇸 AI IS PUSHING AMERICA’S POWER GRID TO THE BRINK - TRUMP ADMIN SAYS IT’S GO TIME The U.S. power grid - built for a world of lightbulbs and radios - is now being asked to power AI data centers, electrified factories, and a surging high-tech economy. And it’s not ready yet. At the Pennsylvania Energy and Innovation Summit, Trump, his Cabinet, and energy leaders declared the grid crisis urgent. They're calling for a national overhaul as AI threatens to double electricity demand in the coming decades. Energy Secretary Chris Wright: "The grid we have today wasn’t built for the world we’re entering. We need a grid that grows with the economy, not one that holds it back." Source: Fox News

Mario Nawfal

163,341 просмотров • 1 год назад

Today, U.S. Department of Energy is announcing programs to reinvigorate the American coal industry. The coal industry has been under assault under previous administrations, but now, coal plants will remain relied upon to power the U.S. and win the AI race.
2:38

Today, U.S. Department of Energy is announcing programs to reinvigorate the American coal industry. The coal industry has been under assault under previous administrations, but now, coal plants will remain relied upon to power the U.S. and win the AI race.

Secretary Chris Wright

116,828 просмотров • 10 месяцев назад

🇺🇸🇨🇳 KEVIN O’LEARY: CHINA IS BEATING THE U.S. IN THE AI RACE - U.S. IS TOO SLOW TO COMPETE WITH CHINA Kevin O’Leary just sounded the alarm: China is running laps around the U.S. in artificial intelligence, and it’s not because they’re smarter, it’s because they move faster. While America spends 7 years stuck in permits to build anything, China builds massive AI data centers in 11 months because the government just says “do it” and it happens. He says China knows AI = power. “They are kicking our high knees in advancing AI. They basically say, let’s put down a 1.4 gig facility right here. Build it in the next 11 months. We got to go through 7 years of permitting in North America. The U.S. is stuck dragging its feet while China stacks chips, data, and control of the future. They're going to use it for economic dominance and military dominance.” Source: Kevin O'Leary aka Mr. Wonderful One Nation with Brian Kilmeade Fox News
0:41

🇺🇸🇨🇳 KEVIN O’LEARY: CHINA IS BEATING THE U.S. IN THE AI RACE - U.S. IS TOO SLOW TO COMPETE WITH CHINA Kevin O’Leary just sounded the alarm: China is running laps around the U.S. in artificial intelligence, and it’s not because they’re smarter, it’s because they move faster. While America spends 7 years stuck in permits to build anything, China builds massive AI data centers in 11 months because the government just says “do it” and it happens. He says China knows AI = power. “They are kicking our high knees in advancing AI. They basically say, let’s put down a 1.4 gig facility right here. Build it in the next 11 months. We got to go through 7 years of permitting in North America. The U.S. is stuck dragging its feet while China stacks chips, data, and control of the future. They're going to use it for economic dominance and military dominance.” Source: Kevin O'Leary aka Mr. Wonderful One Nation with Brian Kilmeade Fox News

Mario Nawfal

119,661 просмотров • 7 месяцев назад

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.
1:51

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Kevin O'Leary aka Mr. Wonderful

35,475 просмотров • 2 месяцев назад

David Sacks, Trump’s AI and crypto czar, discusses exponential growth in AI, mentioning massive GPU clusters and potential data centers requiring 5–10 GW of power. $NVDA It looks like the U.S. is on the right track to winning the AI race.
2:36

David Sacks, Trump’s AI and crypto czar, discusses exponential growth in AI, mentioning massive GPU clusters and potential data centers requiring 5–10 GW of power. $NVDA It looks like the U.S. is on the right track to winning the AI race.

The AI Investor

85,946 просмотров • 1 год назад

🇺🇸 AI is eating the grid alive. Data centers are consuming power at a scale the system wasn't built for, and homeowners are feeling it in their bills and reliability. Tesla's Solar Roof is quietly becoming part of the answer.
1:23

🇺🇸 AI is eating the grid alive. Data centers are consuming power at a scale the system wasn't built for, and homeowners are feeling it in their bills and reliability. Tesla's Solar Roof is quietly becoming part of the answer.

Mario Nawfal

136,728 просмотров • 3 месяцев назад

IS CHINA WINNING THE LOW-COST AI RACE? China's latest low-cost AI model is raising fresh questions about whether the billions being spent by U.S. AI leaders are sustainable. The development comes as the U.S. continues tightening restrictions on advanced AI chips and technology exports to China, while Chinese firms keep releasing increasingly competitive models.
2:38

IS CHINA WINNING THE LOW-COST AI RACE? China's latest low-cost AI model is raising fresh questions about whether the billions being spent by U.S. AI leaders are sustainable. The development comes as the U.S. continues tightening restrictions on advanced AI chips and technology exports to China, while Chinese firms keep releasing increasingly competitive models.

CryptosRus

22,721 просмотров • 25 дней назад

$AMZN CEO: “There is a power shortage in the US and the world.” For new data centers, the most optimistic grid connection wait time is 3 years as power transformer lead times stretch to 12-24 months. So, most of the developers and hyperscalers are resorting to natural gas as it’s the fastest option. But even then, permitting is still an issue and risks delays and cancellations as is the case for $NBIS New Jersey data center. Power is now a bigger bottleneck for scaling AI than it’s ever been.
1:07

$AMZN CEO: “There is a power shortage in the US and the world.” For new data centers, the most optimistic grid connection wait time is 3 years as power transformer lead times stretch to 12-24 months. So, most of the developers and hyperscalers are resorting to natural gas as it’s the fastest option. But even then, permitting is still an issue and risks delays and cancellations as is the case for $NBIS New Jersey data center. Power is now a bigger bottleneck for scaling AI than it’s ever been.

Oguz Erkan

293,900 просмотров • 3 месяцев назад

Generation Z in China | Who says Guizhou has no sea? Thai blogger Nattapong just “dived” into China’s Digital Ocean at the Big Data Expo! From AI glasses to driverless buses to mega data centers, Digital Guizhou is showing the world how the future is built today
10:27

Generation Z in China | Who says Guizhou has no sea? Thai blogger Nattapong just “dived” into China’s Digital Ocean at the Big Data Expo! From AI glasses to driverless buses to mega data centers, Digital Guizhou is showing the world how the future is built today

DiscoverGuizhou

33,413 просмотров • 10 месяцев назад

🇨🇳CHINA SOLVED AI COOLING WITH SALTWATER - AMERICA'S STILL SWEATING IT OUT While U.S tech giants sweat over cooling bills, China’s literally sinking its data centers - because who needs AC when you’ve got the ocean? China’s underwater AI cluster is already live, churning out the power of 30,000 gaming rigs and handling 8,000 AI chats per second - no land, no chillers, no problem. Microsoft? They bailed on Project Natick, even though underwater servers failed 8x less. “Not practical,” they said. China disagreed - and now they’re building 100 more. Meanwhile, the West is stuck burning cash and coolant while China’s AI servers quietly conquer the deep. Source: AIConversation
1:26

🇨🇳CHINA SOLVED AI COOLING WITH SALTWATER - AMERICA'S STILL SWEATING IT OUT While U.S tech giants sweat over cooling bills, China’s literally sinking its data centers - because who needs AC when you’ve got the ocean? China’s underwater AI cluster is already live, churning out the power of 30,000 gaming rigs and handling 8,000 AI chats per second - no land, no chillers, no problem. Microsoft? They bailed on Project Natick, even though underwater servers failed 8x less. “Not practical,” they said. China disagreed - and now they’re building 100 more. Meanwhile, the West is stuck burning cash and coolant while China’s AI servers quietly conquer the deep. Source: AIConversation

Mario Nawfal

392,107 просмотров • 1 год назад

As the U.S. and China Battle for Chip Dominance, Apple Finds Itself in the Middle!! Apple is reportedly seeking assurances that CXMT, a Chinese memory chip maker, will stay off the U.S. trade blacklist.🤨 AI data centers are buying aggressively, and Apple has warned higher component costs could mean higher prices and longer constraints. But this is bigger than Apple. Semiconductors power smartphones, AI, data centers, electric vehicles, and military systems. Reports linking CXMT and Yangtze Memory Technologies to Pentagon concerns raise the stakes. So is Apple’s next challenge designing the iPhone, or surviving a divided chip world? 🤔 Subscribe to Donald J Trump Posts TruthSocial for more videos.
1:15

As the U.S. and China Battle for Chip Dominance, Apple Finds Itself in the Middle!! Apple is reportedly seeking assurances that CXMT, a Chinese memory chip maker, will stay off the U.S. trade blacklist.🤨 AI data centers are buying aggressively, and Apple has warned higher component costs could mean higher prices and longer constraints. But this is bigger than Apple. Semiconductors power smartphones, AI, data centers, electric vehicles, and military systems. Reports linking CXMT and Yangtze Memory Technologies to Pentagon concerns raise the stakes. So is Apple’s next challenge designing the iPhone, or surviving a divided chip world? 🤔 Subscribe to Donald J Trump Posts TruthSocial for more videos.

Donald J Trump Posts TruthSocial

83,388 просмотров • 1 месяц назад