Der steigende Lagerbestand von Caterpillar wird durch KI angetrieben, nicht durch gelbe Bagger
https://www.wsj.com/business/caterpillar-generator-sales-ai-cat-stock-f5aa26a5?st=GnBabi
Der steigende Lagerbestand von Caterpillar wird durch KI angetrieben, nicht durch gelbe Bagger
https://www.wsj.com/business/caterpillar-generator-sales-ai-cat-stock-f5aa26a5?st=GnBabi
8 Kommentare
Gift link. Excerpt:
> An ambitious data-center project in Utah is going to need about one-quarter of the power the entire state currently uses. David Gray, co-chief executive for the project’s developer, knows he can’t get it from the electric grid.
> Instead, Gray’s project plans to make its own electricity—by purchasing more than 700 natural-gas-fueled generators from Caterpillar.
> “Our electric grid is constrained in many areas, so we’re trying to build power generation on site,” said Gray, whose firm Joule Capital Partners plans to build six data centers for the growing artificial-intelligence server market. “Caterpillar is very important to us.”
> Power-hungry AI projects like Joule’s have become a boon to Caterpillar, which sells engines and generators to a range of customers. For years the company built much of its $65 billion operation on giant yellow dump trucks, bulldozers and other mining and construction equipment.
Another company that’s going to get burnt when the bubble bursts.
Bummer…it’s good equipment…shrug…
Not even going to pretend they’re not planning to destroy the environment.
What an absolutely awful idea, such a waste of resources
A large number of smaller units makes more sense than a small number of large units. But, does any of this make sense in the long run? I suspect 2-3 years from now, you’ll be able to buy a gas turbine at 5 cents on the dollar.
OH!!! Haha. I thought their equipment was running AI that would snitch on you if you tried to repair it or some such shit.
No shit.
Caterpillar is one of the main generator companies. They make turbine systems, cccp systems, solar, and everything else