Die Hälfte der geplanten US-Rechenzentrumsbauten wurden verzögert oder abgesagt, das Wachstum wird durch den Mangel an Energieinfrastruktur und Teilen aus China begrenzt – der KI-Ausbau legt die Weichen um
https://www.tomshardware.com/tech-industry/artificial-intelligence/half-of-planned-us-data-center-builds-have-been-delayed-or-canceled-growth-limited-by-shortages-of-power-infrastructure-and-parts-from-china-the-ai-build-out-flips-the-breakers
16 Kommentare
the old cart before the horse never goes outta style does it?
I can’t wait for this AI bubble to finally be over.
Wonder how Micron is feeling after abandoning the consumer market for AI?
Anyone seen „What About Bob“ where the neighbors are pointing and laughing as the smug doctor’s house burns down…
I feel like CEOs are even dumber than we imagined
Good. Now ban them.
They love money so much that their dumbasses didn’t think about how they were going to power it 😭
Some of it was just to juice the market and a simple minded bet LLM’s would scale indefinitely. The extent to which it actually impacts revenue generating activities is open to question.
9 out of 777 cancelled.
Now it’s going to be a race to find those that have power contracts that they can buy out and switch the business.
Bitcoin miners, old steel plants etc that have big long term power contracts.
Man, at least all of these data centers are gonna force, electrical infrastructure improvements.
Hopefully, they go solar, but who knows man
[Emperor Palpatine voice] *Good.*
As someone who does accounting for these things, let me tell you, labor shortages & egregious contractual requirements aren’t helping. Like, you going to find 1400 people to do work in Abiline TX, and you want contractual language that we’ll meet CA environmental quality requirements in data centers in such TX areas.
Meta, Vantage, TSMC, Intel, etc…they are all trying to do so much construction management for not being construction firms.
Can’t wait to see AliExpress motherboards with HBM and 64 core CPUS salvaged from the cancelled orders.
Incoming shortages of PSU and batteries soon.
I’m sure there are far better uses for the electricity and water they require.