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AI's Water and Electricity Use Soars In 2026

mean while duke energy , the company that supplies us electricity, is asking
for a 18% rate increase over the next 2 years......... and last year they
had record profits..... 13%
that tend to be exactly how USA laws on electricity provider work.

The only way for them to make more money is to increase cost, which the only way to legally rise price which increase profit (better to make 15% of $1200, then %15 of $1000).

Would they achieve to reduce cost, they would be obligated to lose money as a result, the system is built for electricity to be as expensive as possible with all the incentive for it to be as costly as possible.

That like military procurement, higher education, public work, health insurance (in that one both the hospital and the client i.e. insurer win if cost goes up an extremelly unhealty market) and many other cost-plus formula.
 
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well, my main gripe for their 18% price increase is, it's being used
for new data centers. I have to pay higher price to duke energy,
plus higher water bills to city, for new data centers being built or
they are trying to build..
 
Time to get solar panels on the barn. And build my own AI machine farm, bitches.
Joke as much as you want (or not), but if you can do local solar why wouldn't you? Especially if you can do the work yourself, then even without rebates it will pay itself off (as long as you don't go overboard). It's simply a matter of pay now, or pay later and then pay some more later. (note: I'm not suggesting any cockamamie thing like solar leasing)
 
mean while duke energy , the company that supplies us electricity, is asking
for a 18% rate increase over the next 2 years......... and last year they
had record profits..... 13%

https://www.wral.com/news/local/duke-energy-residential-rate-hike-public-hearing-march-2026/
Notice that nobody talks about climate change in all this AI data center crap? Wait until all that climate change will require you to crank up the AC just to cool you down. It's going to be more than 18%.
 
Joke as much as you want (or not), but if you can do local solar why wouldn't you? Especially if you can do the work yourself, then even without rebates it will pay itself off (as long as you don't go overboard). It's simply a matter of pay now, or pay later and then pay some more later. (note: I'm not suggesting any cockamamie thing like solar leasing)
No you're right. I'm being tongue in cheek. Our barn has a clear shot at the southern sky and we already have power running to it. Shouldn't take much more effort to return the power back from the panels. I have thought of it.
 
No you're right. I'm being tongue in cheek. Our barn has a clear shot at the southern sky and we already have power running to it. Shouldn't take much more effort to return the power back from the panels. I have thought of it.
Takes no effort, just make sure you get whatever permits you need from the electrical utility. Inverters will tie in to the grid no issue and all the electrical connections are inherently bi-directional. Our rooftop solar ultimately just connects to a breaker pair in our panel like any other. Power then flows in or out the connection to the grid depending on how much is being generated vs used. However you do require a permit and probably some changes to be allowed to hook it up. Had we just plugged it in, we would have gotten in trouble. The utility company here wanted a second meter added for the solar (not all do, many just use one meter they can measure both directions) and a well marked shutoff switch, separate from the breaker, to disconnect the solar in emergencies if needed.

If you have the money you can also look at going a step further and getting batteries. That costs more, not only because of the batteries but usually you want to redo the electrical service and panel a bit so that if power goes out it can isolate your house and form your own grid and keep you powered. It is both nice because you have backup power during outages but also because the times that the sun is generating the most power are probably not the times you are using the most and the batteries deal with that. Takes long to pay off, of course, but gives more benefit in the long run.

I'd really like to upgrade our system with batteries and another 10 panels, but that is something for the future.
 
Notice that nobody talks about climate change in all this AI data center crap? Wait until all that climate change will require you to crank up the AC just to cool you down. It's going to be more than 18%.
That and cutting down the Rainforests for paper products. Its going to get so Hot on the planet I think we're going to be Burnt Toast. Govt. just needs to shut these things down.
 
Notice that nobody talks about climate change in all this AI data center crap? Wait until all that climate change will require you to crank up the AC just to cool you down. It's going to be more than 18%.

Some people are, yes, it is just getting buried in the general concern over today problems (lack of water and increased power prices). Hard to get a family to be concerned about climate change when the AI data centre is jacking their electricity rates and causing drought. I'm sure they're concerned but immediate concerns tend to trump long term planning. That's why we are where we are. Politics is about the next election cycle and the news is about the next, or last, 24 hours. Looking 10 or 20 years down the line is not on most people's radars anymore.
 
Some people are, yes, it is just getting buried in the general concern over today problems (lack of water and increased power prices). Hard to get a family to be concerned about climate change when the AI data centre is jacking their electricity rates and causing drought. I'm sure they're concerned but immediate concerns tend to trump long term planning. That's why we are where we are. Politics is about the next election cycle and the news is about the next, or last, 24 hours. Looking 10 or 20 years down the line is not on most people's radars anymore.
Most of the 10 termers will be taking a dirt nap by then.
 
Some people are, yes, it is just getting buried in the general concern over today problems (lack of water and increased power prices). Hard to get a family to be concerned about climate change when the AI data centre is jacking their electricity rates and causing drought. I'm sure they're concerned but immediate concerns tend to trump long term planning. That's why we are where we are. Politics is about the next election cycle and the news is about the next, or last, 24 hours. Looking 10 or 20 years down the line is not on most people's radars anymore.
It seems kinda odd that climate activists who would lay down on roads to stop traffic, haven't been in front of data centers doing the same thing. I would think they'd go even harder on data centers since not only are some of them using more power than some states, but are also doing it for no benefits to humanity. Those data centers are going through mountains of data, and likely some activists beach nudes photos when they were in college. I'm not a climate change denialist but this seems much more worthy of a protest than blocking a road and then driving home in the biggest SUV money can buy.


View: https://youtu.be/Pam0DVvoEvk?si=rPE_0oFxEqAgWrnr
 
It seems kinda odd that climate activists who would lay down on roads to stop traffic, haven't been in front of data centers doing the same thing. I would think they'd go even harder on data centers since not only are some of them using more power than some states, but are also doing it for no benefits to humanity. Those data centers are going through mountains of data, and likely some activists beach nudes photos when they were in college. I'm not a climate change denialist but this seems much more worthy of a protest than blocking a road and then driving home in the biggest SUV money can buy.


View: https://youtu.be/Pam0DVvoEvk?si=rPE_0oFxEqAgWrnr

https://www.theguardian.com/us-news/2025/dec/08/us-data-centers
 
Notice that nobody talks about climate change in all this AI data center crap? Wait until all that climate change will require you to crank up the AC just to cool you down. It's going to be more than 18%.

To be fair, climate change has fallen out of focus everywhere. Greta doesn't even care anymore, she went from "just stop oil" protests to scolding Trump for blocking oil shipments to Cuba.

You can also run datacenters on cleaner energy sources if you're so inclined.
 
To be fair, climate change has fallen out of focus everywhere. Greta doesn't even care anymore, she went from "just stop oil" protests to scolding Trump for blocking oil shipments to Cuba.
Greta's new goals are a better use of her time in my opinion.
You can also run datacenters on cleaner energy sources if you're so inclined.
If data centers ran on solar, wind, or even nuclear while built in the middle of nowhere then we probably wouldn't be having this conversation. Then we'd be talking about what data the data centers have instead of increasing the cost of living while also wondering if they can cook a frog (human) slowly with data centers.
 
If data centers ran on solar, wind, or even nuclear while built in the middle of nowhere then we probably wouldn't be having this conversation. Then we'd be talking about what data the data centers have instead of increasing the cost of living while also wondering if they can cook a frog (human) slowly with data centers.
Yep. The issue people, at least most people, have with data centers isn't their existence, it is them being grabby with resources and people being told to suck it up. They aren't very notable buildings overall, and prior to this AI craziness didn't usually cause a lot of issues. They do make some noise on account of their cooling mostly but like any other industrial building, so long as it isn't in your back yard not a big deal.

Well the problem now is that the amount of power and thus cooling they need has gone way up and that companies want to build them everywhere, for cheap, without thought for if utilities can sustain it. So the noise complaints you hear about aren't because of the computers, those are generally insulated behind walls and you can't hear them. It is from them running on gas turbine generators because they aren't willing to wait for utilities. The water complaints aren't because of the total water usage, it is because they are installing connections to the water utility illegally, causing water pressure issues, and not paying for it. They want everything done quickly and cheaply, which means building near population centers, doing things cheaply instead of efficiently, etc, etc.

I doubt people would be worked up if they bought land out in the middle of nowhere, powered it all locally with solar/wind and batteries, and used efficient closed-loop ground source cooling so they weren't draining water tables. Problem is that is expensive, and much slower to build. They aren't interested in that. They want them fast and minimal cost.

Which is also why I find space-based datacenters hilarious. Those are going to be WAY more expensive than doing it on land, even out in the boonies. It isn't something companies are going to actually want to pay for.
 
Yep. The issue people, at least most people, have with data centers isn't their existence, it is them being grabby with resources and people being told to suck it up. They aren't very notable buildings overall, and prior to this AI craziness didn't usually cause a lot of issues. They do make some noise on account of their cooling mostly but like any other industrial building, so long as it isn't in your back yard not a big deal.

Well the problem now is that the amount of power and thus cooling they need has gone way up and that companies want to build them everywhere, for cheap, without thought for if utilities can sustain it. So the noise complaints you hear about aren't because of the computers, those are generally insulated behind walls and you can't hear them. It is from them running on gas turbine generators because they aren't willing to wait for utilities. The water complaints aren't because of the total water usage, it is because they are installing connections to the water utility illegally, causing water pressure issues, and not paying for it. They want everything done quickly and cheaply, which means building near population centers, doing things cheaply instead of efficiently, etc, etc.

I doubt people would be worked up if they bought land out in the middle of nowhere, powered it all locally with solar/wind and batteries, and used efficient closed-loop ground source cooling so they weren't draining water tables. Problem is that is expensive, and much slower to build. They aren't interested in that. They want them fast and minimal cost.
It amazes me that we lost so much opportunity with this idiocy in data centers. Go ahead and build them, but using renewable energy because we really need to advance the implementation of renewable energy. Instead they said fuck everyone and build it cheap and fast, and put the bill on the tax payer.

There is a laundry list of issues with data centers, but we're still dealing with the obvious problems. We're not asking the real questions like what data are in the data centers?
Which is also why I find space-based datacenters hilarious. Those are going to be WAY more expensive than doing it on land, even out in the boonies. It isn't something companies are going to actually want to pay for.
Data centers in space is just a PR stunt. These billionaires who can afford to pay for everything but aren't, will pay for a floating data center in space? Like you said, they have gas turbines instead of solar, nuclear, and etc because it's cheaper. Data centers in space is not cheaper.
 
If data centers ran on solar, wind, or even nuclear while built in the middle of nowhere then we probably wouldn't be having this conversation. Then we'd be talking about what data the data centers have instead of increasing the cost of living while also wondering if they can cook a frog (human) slowly with data centers.

Yes we would, because the foreign powers that are funding useful idiot agitators to slow down the progress of Western civilization would be telling them something else is the problem. The focus would shift to fearmongering about power rates, or forcing an overbuild of infrastructure to fund the thing that's totally taking your job or whatever, or some quack scientist saying "datacenter hum" is having an adverse impact on the housefly population which will destroy the ecosystem, AI taking our jobs, or whatever else they can find. The recent datacenter opposition isn't an organic, grassroots movement. Datacenters have existed for years with no one noticing. A lot of this is an effort by geopolitical opponents to slow down progress here. See Yuri Bezmanov for further questions on how the strategy works. China knows AI is the real deal and they don't want to fall too far behind the US on it.
 
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Data centers in space is just a PR stunt. These billionaires who can afford to pay for everything but aren't, will pay for a floating data center in space? Like you said, they have gas turbines instead of solar, nuclear, and etc because it's cheaper. Data centers in space is not cheaper.
Because it tend to be illegal to build nuclear anywhere in the US in a reasonable timeline has well (would they hve China regulatory regime and building capacity, they would gladly pay a bit more if it is even actually more for nuclear), Solar and its vast intermission often need great and costly transmission capacity that his being built right now (and would have been needed regardless of datacenter if people want solar in a world without cheap superbe battery, datacenter are just the scapegoat)

datacenter in space is not cheaper, but solar panel projects can be easier to get approved.

Punditry around this has been in general quite strange, lot of people shorting things try to make their books work, China CPP/billionair financing PR campaign to slow US progress and so on.

- We went from the really strange, once the model are trained you do not need much compute to run them, do not build things.
- The strange gpu useful life are just 2-3 years max, do not spend much building thing by the end of it, they will be useless (now we are talking H100 possibly have a 15 years windows, used as excellent prefill machine/memory cache for cerebras-groq specialized on pure inference silicon type) and Anthropic paying 15 billions a year for 2022 tech right now.
- The no revenues/profitabiltiy ever for this *according to the NYtimes Anthropic already Q2 2026 had already an possitivbe EBITDA)

The vastly exagerated water stories (which is a total non issue for the closed loop system, with Nvidia Rubin being cooled with hot water those are relatively easy to use in any climate now) and vastly exagerated stories about power, with people that still listen to people that were all wrong about the 3 aboves, as if you cannot ever loose credibility in that space as a critic.
 
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I think the country should pass one simple requirement for all new data centers - they be net zero in energy and water usage.
 
, t x‹
I think the country should pass one simple requirement for all new data centers - they be net zero in energy and water usage.
They should make them build one extra nuke plant per data centers and give 10% power/water back to the grid to the local towns
 
, t x‹

They should make them build one extra nuke plant per data centers and give 10% power/water back to the grid to the local towns

The people wanting to ban datacenters are also the people who want to ban nuclear. You might be able to build windmills provided you do so in an area that doesn’t interfere with their view.
 
You also know with those home data centers they are going to look to offload the cost to the host whenever possible. Oh energy prices went up? Sorry the "subsidy" you get for them is lower than that, you are just going to have to pay for the extra. No you don't get anything for it. No you can't remove it, contract says we get to stay here forever.
 
The people wanting to ban datacenters are also the people who want to ban nuclear. You might be able to build windmills provided you do so in an area that doesn’t interfere with their view.
Im all for nuclear as it's cheeper power if done right without taking 10 years of red tape....also it's about the only thing that has the power density to run the data centers.....which they are going to build because no way the government give up the tracking AI will give them....so might as well hope it benefits us some way. Right now it's the exotic opposite the one they're building in Louisiana we the people of Louisiana are going to wind up paying for it as they approved a new line item to add to the bill to pay the power company money to build power....
 
Yes we would, because the foreign powers that are funding useful idiot agitators
Useful idiots is an Israel propaganda talking point. Just saying.
Datacenters have existed for years with no one noticing.
Data Centers also didn't suck up more power than some states.
A lot of this is an effort by geopolitical opponents to slow down progress here.
Progress of what? We don't even know what data is in the data centers, or even what the end goal is?
China knows AI is the real deal and they don't want to fall too far behind the US on it.
The problem is that China is spending far less on AI and we're going back of forth with China on AI. Why sell China Nvidia chips if we want to beat China to AI magic dragon? This back and forth with China and AI is nothing more than AI companies wanting a bailout when the AI market inevitably crashes. Also, blaming everything wrong in the world on Russia+China is also an Israel propaganda talking point.

View: https://youtu.be/UgDEyQ1h-EA?t=864
Because it tend to be illegal to build nuclear anywhere in the US in a reasonable timeline has well (would they hve China regulatory regime and building capacity, they would gladly pay a bit more if it is even actually more for nuclear),
Nuclear isn't even the best option. It's just 'A' option.
Solar and its vast intermission often need great and costly transmission capacity that his being built right now (and would have been needed regardless of datacenter if people want solar in a world without cheap superbe battery, datacenter are just the scapegoat)
We would have needed more energy anyway for electric vehicles. Get started on solar and wind. The AI data centers can wait. It's not like they're making any serious money anyway. We know solar and wind works because the EU produced more of it than fossil fuels in 2025. We know it can be done. It has been done. Get it done. China is beating USA in renewable energy with them producing 3,399 TWh of renewable electricity annually. USA only produces 894 billion kW. Where's the arms race to beat China in 100% renewable energy?
The people wanting to ban datacenters are also the people who want to ban nuclear. You might be able to build windmills provided you do so in an area that doesn’t interfere with their view.
Kinda stupid to complain about Windmills and view when data centers aren't exactly great to look at. Not to forget the noise from their gas turbines.
 
Giant wind-farms would help a lot - oh wait didn't we have some of those under constructions due to increase in power usage ?
 
Giant wind-farms would help a lot - oh wait didn't we have some of those under constructions due to increase in power usage ?
We sure did, but then we recently decided to pay roughly a billion dollars to the companies that were building them to not build them.
 
The people wanting to ban datacenters are also the people who want to ban nuclear. You might be able to build windmills provided you do so in an area that doesn’t interfere with their view.
And those people who whined about electric vehicles and the power grid are saying that building out the network for data centers is not a problem. It is almost as if they are just parrots repeating whatever propaganda is fed to them by their favorite news networks.
 
Useful idiots is an Israel propaganda talking point. Just saying.

No, the term pre-dates the formation of the state of Israel.

Progress of what? We don't even know what data is in the data centers, or even what the end goal is?

Yes we do. The companies building them are telling you exactly what they're using it for.

The problem is that China is spending far less on AI and we're going back of forth with China on AI. Why sell China Nvidia chips if we want to beat China to AI magic dragon? This back and forth with China and AI is nothing more than AI companies wanting a bailout when the AI market inevitably crashes. Also, blaming everything wrong in the world on Russia+China is also an Israel propaganda talking point.

China's spending tons of money on AI. Companies like Huawei are making big advancements, just ask Jensen Huang. You don't know the full scale of what China is doing because they're not public about what they're doing, but they're investing heavily right now and don't want to fall behind.

Nvidia wants to sell their chips because they want to make money. The US wants Nvidia to sell some chips to China, albeit nerfed versions, because they don't want to incentivize China to develop better ones if they get satisfactory American equivalents. If you don't think China and Russia are doing everything they can do dominate the discourse in the West to their advantage, then I don't know what to tell you. We know they're doing it.
 
And those people who whined about electric vehicles and the power grid are saying that building out the network for data centers is not a problem. It is almost as if they are just parrots repeating whatever propaganda is fed to them by their favorite news networks.

Of course. Fortunately, I don't lack critical thinking skills like those people do. People need to stop watching the news. They'll be happier and have a better overall satisfaction with life.
 
The problem is that China is spending far less on AI and we're going back of forth with China on AI. Why sell China Nvidia chips if we want to beat China to AI magic dragon? This back and forth with China and AI is nothing more than AI companies wanting a bailout when the AI market inevitably crashes. Also, blaming everything wrong in the world on Russia+China is also an Israel propaganda talking point.
Who said there was anything wrong with China developping some AI models and capacity or anything wrong with the US doing it....

That back and forth can be oversold here a bit, otherwise selling 2022's H100/AMD MI325X would not be a talking point, at no point China was ahead in anyway yet, as for the why sell China 2 generation old chips is because it seem a sweet spot to "dump" American technology to slow down the Chinese money going into their home growth AI silicon with US company keeping the edge. And obviously having china capital floading into american AMD-Nvidia-etc... AI company give them a spending edge.

Has for spending far less, China state itself is spending a trillion US on it right now, while it is cheaper to build electricity capacity in China for it, it is still big money.


We know solar and wind works because the EU produced more of it than fossil fuels in 2025
And the US produced more solar power than the EU in 2025.... not sure exactly the point at all here ? some system need constant power and battery/transmission capacity would make it hard to run 24/24 hours datacenter on solar alone, and the electricity cost has exploded in the EU to build that super transmission grid capacity that this type of power tend to require (work on some location not the other so until super cheap battery it tend to require to be able to move over great distance), which show that it is a big explanation for it, not the existance or lack of existance of datacenter need. The idea that solar was cheap was always for local use for marginal extra watts, not for actual new use of large scale replacement of gaz turbine, where transmission and battery needed do cost a lot.

Where's the arms race to beat China in 100% renewable energy?
China is not for a second interested in 100% renewable energy right now (why ?), there is no renewable race, there is an energy quantity, quality and cost race that include everything they can find including non-renewable like nuclear that should explode in China in the next 15 years, in 2026 they are still building more new non-renewable capacity than the whole US total new capacity. with how much nuclear reserve the world has, renewable should have never been a particular goal or that nice to have, the word should be retired imo.
 
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. The AI data centers can wait. It's not like they're making any serious money anyway.
That one can be a bit of a lagging take, let alone the serious money Google-Meta-Amazon has been doing with their Ai datacenter all along, Anthropic is currently paying 1.25 billion a month for Collosus 1 alone.

15 billion a year for a single memphis location that did cost between 4-7 billions to build, that larger then the whole revenues of many of the Fortune 500 companies, AMD total yearly revenues of 2025 was around 35 billions...

For many reason, technical-political they are hard to get going the really big one, those who achieve to make them (Musk seem almost the only one) can charge a lot for them.
 
Yep. The issue people, at least most people, have with data centers isn't their existence, it is them being grabby with resources and people being told to suck it up. They aren't very notable buildings overall, and prior to this AI craziness didn't usually cause a lot of issues. They do make some noise on account of their cooling mostly but like any other industrial building, so long as it isn't in your back yard not a big deal.

Well the problem now is that the amount of power and thus cooling they need has gone way up and that companies want to build them everywhere, for cheap, without thought for if utilities can sustain it. So the noise complaints you hear about aren't because of the computers, those are generally insulated behind walls and you can't hear them. It is from them running on gas turbine generators because they aren't willing to wait for utilities. The water complaints aren't because of the total water usage, it is because they are installing connections to the water utility illegally, causing water pressure issues, and not paying for it. They want everything done quickly and cheaply, which means building near population centers, doing things cheaply instead of efficiently, etc, etc.

I doubt people would be worked up if they bought land out in the middle of nowhere, powered it all locally with solar/wind and batteries, and used efficient closed-loop ground source cooling so they weren't draining water tables. Problem is that is expensive, and much slower to build. They aren't interested in that. They want them fast and minimal cost.

Which is also why I find space-based datacenters hilarious. Those are going to be WAY more expensive than doing it on land, even out in the boonies. It isn't something companies are going to actually want to pay for.
I happen to like open boonies without massive data centers.
 
No, the term pre-dates the formation of the state of Israel.
Yes I know. That's why I linked the wiki on it. Whenever I heard Israel propaganda, it's usually accompanied by the phrase 'useful idiots'. Just to give you sample of what came up on my feed just this morning. It's painfully obvious stuff.
useful idiots for balestine.jpg
Yes we do. The companies building them are telling you exactly what they're using it for.
Oh good, then maybe you can repeat it to me?
China's spending tons of money on AI. Companies like Huawei are making big advancements, just ask Jensen Huang. You don't know the full scale of what China is doing because they're not public about what they're doing, but they're investing heavily right now and don't want to fall behind.
Nobody said China isn't trying. The problem is if China's arms race threat is a serious threat or not? We pretend it's real, but then Jensen Huang happily sells AI chips to China. Then China just refuses to buy the chips, as they want to make the chips at home. So either I'm missing something here, or USA and China don't really care about who wins in the AI arms race?
Nvidia wants to sell their chips because they want to make money. The US wants Nvidia to sell some chips to China, albeit nerfed versions, because they don't want to incentivize China to develop better ones if they get satisfactory American equivalents.
Doesn't make sense. Why wouldn't China buy Nvidia chips AND develop their own? Why would selling China nerfed version of Nvidia chips slow them down? Don't you see how contradicting this whole this is?
If you don't think China and Russia are doing everything they can do dominate the discourse in the West to their advantage, then I don't know what to tell you. We know they're doing it.
I don't. I do see Israel as a massive and immediate threat to our democracy. I'm not saying ignore China and Russia, but to put Israel on equal footing as foreign actors working against USA's interests.
Of course. Fortunately, I don't lack critical thinking skills like those people do. People need to stop watching the news. They'll be happier and have a better overall satisfaction with life.
Nobody watches mainstream news. This is why mainstream news is pissed at social media, because that's where people get their news from. Only really old people watch CNN and Fox News.
as for the why sell China 2 generation old chips is because it seem a sweet spot to "dump" American technology to slow down the Chinese money going into their home growth AI silicon with US company keeping the edge. And obviously having china capital floading into american AMD-Nvidia-etc... AI company give them a spending edge.
Am I missing something here but why would China not also working on their own chips and use Nvidia's outdated chips while doing so? We might as well give them a 2 generation old copy of ChatGPT while we're at it.
And the US produced more solar power than the EU in 2025.... not sure exactly the point at all here ? some system need constant power and battery/transmission capacity would make it hard to run 24/24 hours datacenter on solar alone
Then don't run it on solar alone. Most homes that have solar don't run on solar alone. When demand exceeds solar production, then homes automatically jump on the grid. The point is that solar would obviously reduce the demand of data centers on the grid, while also pushing for advancement of solar in USA.
and the electricity cost has exploded in the EU to build that super transmission grid capacity that this type of power tend to require (work on some location not the other so until super cheap battery it tend to require to be able to move over great distance), which show that it is a big explanation for it, not the existance or lack of existance of datacenter need. The idea that solar was cheap was always for local use for marginal extra watts, not for actual new use of large scale replacement of gaz turbine, where transmission and battery needed do cost a lot.
EU is still heavily dependent on natural gas for electricity, and with the Ukraine and now Iran war limiting their sources for it, does increase the cost of electricity a lot. Norway's electricity is cheaper than California's because of renewable. Hungary is cheaper because electricity is sold at cost bellow 2,523 kWh. Anything above 2,523 kWh per year is billed at market-reflective rates. Hungary also has the most solar power in Europe, but a lot of their electricity also comes from nuclear. There are EU countries that tax the crap out of electricity to pay for renewables, but they're not the ones we should try to mimic.

If we force data centers to pay for solar and wind and battery, then we benefit. If data centers have to wait to be built until there's renewable energy ready, then we benefit. If data centers have to pay more to offset the cost of electricity, then we benefit. If data centers get angry and leave the country, then we benefit.
China is not for a second interested in 100% renewable energy right now (why ?), there is no renewable race, there is an energy quantity, quality and cost race that include everything they can find including non-renewable like nuclear that should explode in China in the next 15 years, in 2026 they are still building more new non-renewable capacity than the whole US total new capacity. with how much nuclear reserve the world has,
Who cares what China is interested in. USA is interested in AI but nobody else is investing anywhere near as much into it, not even China. When the AI is over, then what do we have? Don't say a cure for cancer, because it won't ever do that.
renewable should have never been a particular goal or that nice to have, the word should be retired imo.
Would rather retire data centers.
 
Am I missing something here but why would China not also working on their own chips and use Nvidia's outdated chips while doing so? We might as well give them a 2 generation old copy of ChatGPT while we're at it.
They tend to do, the H20 did not sell well there when it was remade possible to be sold and I am not sure if the H100 would, you and others bring that up as a big issues, that I am not sure it is.

They would still do in some ways of course but if the H100-200 sell well that would mean local player to save on electricity would go with Nvidia right now and send less money to the chinese alternative , which slow that part of their effort and use their students and engineer into Cuda/Nvidia tech stack. It is you that brought that point here as if it was some big deal, not me ;)

If data centers get angry and leave the country, then we benefit.
giant proportion of the US gdp was on this, in many place citizen of cities with datacenter saw their tax bill plummet, it seem the CCP campaign to make people mad about this is working.

Norway's electricity is cheaper than California's because of renewable
Hydro power tend in some condition being quite cheap, because of the cost of transmission Ireland wind power is not, renewable is not particularly cheap or costly at the moment (in the total cost needed)

If data centers have to wait to be built until there's renewable energy ready, then we benefit.
why renewable, what wrong with Nuclear ? there is so much known nuclear fuel reserve that the renewable part of electricity generation has really not the importance you seem to put in it.

When the AI is over, then what do we have? Don't say a cure for cancer, because it won't ever do that.
we already have some cures out of it, today. Would not bet big money that lot of cancer will not be on that list in less than 20 years: https://www.ddw-online.com/exscient...y-drug-to-enter-clinical-trials-10718-202104/
 

“100MW hyperscale AI blueprint​

How hyperscale data center operators can design and deploy 100MW AI infrastructure at scale

As hyperscale AI workloads drive rack densities beyond 100kW, data center operators face growing challenges around power availability, thermal management, deployment speed, and operational resilience. Traditional designs struggle to scale efficiently without introducing risk, complexity, or stranded capacity.
This whitepaper presents a reference architecture for a 100MW hyperscale AI data center built around Nvidia GB200 NVL72 systems and nVent direct-to-chip liquid cooling.
It explores how modular pod-level design, Tier III fault tolerance, warm-water liquid cooling, and integrated power and automation systems enable predictable performance, faster deployment, and higher energy efficiency at scale.”

https://www.datacenterdynamics.com/en/whitepapers/100-mw-hyperscale-ai-blueprint/

“China moves deeper into liquid cooling as AI data centres push their thermal limits​

Chinese manufacturers are moving aggressively into liquid-cooling technologies as hyperscalers expand data-centre infrastructure​


China’s supply chain is stepping up investments in liquid cooling technology as the global AI build-out pushes data centre power densities to levels that air cooling can no longer efficiently handle.”

https://www.scmp.com/tech/article/3...ing-ai-data-centres-push-their-thermal-limits

"Copper cold plates could slash data-center energy usage​

Ultra-high-performance cold plate development through topology optimization and electrochemical additive manufacturing​

The rapid growth of AI is increasing heat loads and needs for high-performance thermal management. Liquid-cooled cold plates often face a thermal-hydraulic trade-off. Although topology optimization helps to alleviate this trade-off, it typically generates optimal fin architectures that are difficult to fabricate, with sub-100 μm feature scales. Here, we report a cold plate design workflow that couples topology optimization with electrochemical additive manufacturing to directly print high-resolution pure-copper coolers. Experiments show that the topology-optimized cold plate achieves up to 32% lower thermal resistance at a fixed flow rate and up to 68% lower pressure drop at equal thermal resistance compared with pin fin designs. A data center energy analysis indicates that, under the stated assumptions, the proposed solution requires only 1.1% of total data center energy use for cooling. By bridging the gap between computational design freedom and manufacturing capability, this approach provides a pathway for liquid cooling of future electronics."

View attachment 804983
"Shown is a comparison of system total usage effectiveness (TUE) between the baseline air cooling solution (red bar) and the liquid cooling solution proposed here (blue bar). Analysis was done for a target chip temperature of 85°C at an ambient temperature of 25°C in a 42U rack server dissipating a total of 167 kW."

Source: https://www.eurekalert.org/news-releases/1126418

Israeli tech explored as an alternative for Liquid Cooling

Putting Bugs in Your Data Center Might Actually be a Good Idea​

Abstract
Research shows that in 2019, data centers consumed more than 2% of global electricity production, where 50% of consumption targeted for cooling infrastructures. While the most effective solution for thermal distribution is liquid cooling, technical challenges and complexities make it expensive.

We suggest using living spiders as cooling devices for data centers. A prior work shows that spider silk has high thermal conductivity, close to that of copper: the second best metallic conductor. Spiders not only generate spider silk but maintain it. Recruiting spiders for the job requires no more than inserting bugs to the data center for the spiders to catch.

This solution is effective, self-sustaining, and environment friendly, but requires solving a number of non-trivial technical and zoological challenges on the way to make it practical.

https://marksilberstein.ece.technio...our_DC_Might_Actually_be_a_Good_Idea_WACI.pdf

Prof. Mark Silberstein
head of the Accelerated Computing Systems Lab.
Viterbi Faculty of Electrical and Computing Engineering
Technion – Israel Institute of Technology

We use bleeding-edge hardware to build new easy-to-program high-performance systems with strong security. Our projects include new operating systems for GPUs, FPGAs and SmartNICs, data-center scale OS for disaggregated architectures, new defenses against hardware side channels and speculative execution attacks, new compilers and runtimes for secure processors, distributed programs and virtual machines on programmable switches, and machine learning-based hardware systems. Our research results were partially adopted by NVIDIA, Mellanox and Intel. Most of our software is open-source and free.

I teach Intro to OS (046209) and Advanced OS (048080) in Winters, and Accelerated Systems (046278/236278) and Computer Security Principles (046280) in Springs.

https://marksilberstein.ece.technion.ac.il/
 
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