Downtown Commercial Office Real Estate is dying all across major US cities. Plenty of perfectly good large buildings with existing power, water, and backbone IP network access that are being liquidated for 10% of the "Extend and Pretend" REIT book valuations. AI can't afford gigantic data centers at current construction costs long term. Investors are going to stop subsidizing AI data centers at some point. The average ChatGPT Plus customer won't / can't afford to pay 10X - 100X fully loaded token-based recurring revenue billing rates. AI and legacy CRE data centers will find an equilibrium that provides an actual positive NPV. The math of forever spending 100 to get 10 has never worked.
Insurrectionists against America’s moving forward technologically use fear, fear, and more fear to confuse the people. Alexander Muse has written a careful analysis based on research and backed by empirical evidence! And, yes, large Data Centers have been among us since the early years of Silicon Valley and living amongst them never made anyone afraid—in fact, they were surrounded by some upscale shopping and eateries!!! Also, there were jobs galore!!!
I always find it interesting when people conflate yesterday's data centers with the hyperscale AI campuses being proposed today. They're fundamentally different in terms of power demand, water use, footprint, and infrastructure. Pretending there's no distinction doesn't make for an honest discussion.
Facts, facts, facts. You present them better than most subject matter experts on this topic. And yet, the “manufactured panic” seems to be having the upper hand; new data centers proposals throughout the country are basically DOA in a growing number of communities, counties, and now entire states (see NY). A figurative firewall of resistance against data centers seems to be gaining traction.
Question: Who up top do you suspect is spearheading the obvious campaign to sabotage practically ALL new data center builds? Somewhere out there lurks an enemy of US interests. Who is it?
I suspect that data centers located far from suburban and rural residential areas would draw less criticism. Locating data centers in old refurbished buildings in city downtowns would be much less intrusive.
But from what I understand, that is not what is being done. It is not hard to find videos with residents of rural areas discussing how their quality of life has been significantly reduced by a big new data center.
I also wonder - What are all of the proposed new data centers for? Do we need them to keep track of Flock camera data since surveillance cameras are being installed in many places? Would data centers be helpful in keeping track of our fellow citizens 24/7? How about more centralized surveillance of our financial transactions, cellphone locations, vaccine history, political affiliation, . . .?
Downtown Commercial Office Real Estate is dying all across major US cities. Plenty of perfectly good large buildings with existing power, water, and backbone IP network access that are being liquidated for 10% of the "Extend and Pretend" REIT book valuations. AI can't afford gigantic data centers at current construction costs long term. Investors are going to stop subsidizing AI data centers at some point. The average ChatGPT Plus customer won't / can't afford to pay 10X - 100X fully loaded token-based recurring revenue billing rates. AI and legacy CRE data centers will find an equilibrium that provides an actual positive NPV. The math of forever spending 100 to get 10 has never worked.
Insurrectionists against America’s moving forward technologically use fear, fear, and more fear to confuse the people. Alexander Muse has written a careful analysis based on research and backed by empirical evidence! And, yes, large Data Centers have been among us since the early years of Silicon Valley and living amongst them never made anyone afraid—in fact, they were surrounded by some upscale shopping and eateries!!! Also, there were jobs galore!!!
I always find it interesting when people conflate yesterday's data centers with the hyperscale AI campuses being proposed today. They're fundamentally different in terms of power demand, water use, footprint, and infrastructure. Pretending there's no distinction doesn't make for an honest discussion.
Facts, facts, facts. You present them better than most subject matter experts on this topic. And yet, the “manufactured panic” seems to be having the upper hand; new data centers proposals throughout the country are basically DOA in a growing number of communities, counties, and now entire states (see NY). A figurative firewall of resistance against data centers seems to be gaining traction.
Question: Who up top do you suspect is spearheading the obvious campaign to sabotage practically ALL new data center builds? Somewhere out there lurks an enemy of US interests. Who is it?
I suspect that data centers located far from suburban and rural residential areas would draw less criticism. Locating data centers in old refurbished buildings in city downtowns would be much less intrusive.
But from what I understand, that is not what is being done. It is not hard to find videos with residents of rural areas discussing how their quality of life has been significantly reduced by a big new data center.
I also wonder - What are all of the proposed new data centers for? Do we need them to keep track of Flock camera data since surveillance cameras are being installed in many places? Would data centers be helpful in keeping track of our fellow citizens 24/7? How about more centralized surveillance of our financial transactions, cellphone locations, vaccine history, political affiliation, . . .?
That's what they already do in China.
New York State just succumbed to manufactured panic, as you correctly call it. The CCP is cheering, and pressing for more.
Hyperscale?