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Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

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Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#51

Post by dijit »

DaedalusII wrote: post #45
dijit wrote: post #29

Earlier quoted context omitted.

Huh, you think the equator is better for datacenters? I've never heard that. I mean, there's a reason Luleå is a popular datacenter spot: access to hydro & wind- but also "free cooling"; datacenters create a lot of heat and having a cold environment makes it easier to maintain ambient temperatures that are sustainable with lower energy consumption. Additionally, people tend to prefer their servers are in geopolitical…

singapore/malaysia/indonesia one of the best places in the world for datacentres. just have to build absurd cooling systems and use coal power plants the bottleneck is they keep running out of water for cooling

Singapore?

They were among the worst (and most expensive) datacenters I've worked with, but they were used because we were latency sensitive (game servers).

Haven't heard of anyone deploying to Indo/Malay though, maybe I missed something here.

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#52

Post by maxdo »

surgical_fire wrote: post #16
maxdo wrote: post #4

Earlier quoted context omitted.

I think it’s lagging indicator. There were signs of saturation in the end of 2025. From 2025 to March 2026 average developer ai spent gone from $20/mo to at least $200. In my company it’s $1000-1500/mo to anthropic only. In many cases this 20x+ increase over 3 mo. This is going in other industries too. Claude cowork is just an example and beginning of the trend. Show me any product that / company that charge you 20x…

Eh? Is the average developer paying 200$ a month? I mean, I imagine some top% vibe coding bros paying 200$. I would require some serious evidence that the average developer pays for it. I certainly wouldn't. It's moderately useful, but not 200$/mo useful.

I just payed $2300 this week only. I had a few greenfield projects

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#53

Post by maxdo »

dgan wrote: post #12
maxdo wrote: post #4

Earlier quoted context omitted.

I think it’s lagging indicator. There were signs of saturation in the end of 2025. From 2025 to March 2026 average developer ai spent gone from $20/mo to at least $200. In my company it’s $1000-1500/mo to anthropic only. In many cases this 20x+ increase over 3 mo. This is going in other industries too. Claude cowork is just an example and beginning of the trend. Show me any product that / company that charge you 20x…

I dont know what world you/I are living in. I do ask claude to enumerate/explain concepts i am not familiar with. I never approached the free tier limit (is there one?). At work, we have a webpage which ia basically a chat to different models, sometimes i use it Would I be paying 20€ to ask those questions? I dunno, i dont feel any particular need. Would I be paying 200€?! Are you insane hell no

This week my spending is > $2000 , and my ceo is very happy, another top user burned $1600.

You personally will not pay , but these who will will replace people who are not productive.

That’s actually the limiting factor. There will be top 5% of developers who will throw away on the street remaining 95%. No EU socialism will protect the rest . It is very unclear what is the new world market , with no web developers , no custom dashboard teams , no analytics teams , no devops whose role is to babysit human devs. From one side it’s a market for opportunity to automate , but human devs are generators of unlimited inefficiencies. Once the market settles down , the demand for lots of tools will shrink.

On my spendings to anthropic . I’m a manager, and top user I burn tokens on tickets creation , planing , even sprint filtering , for sure the most went to coding. Bugs are getting fixed by just sharing a screenshot and a sentence or two of description in 80% of the cases , all the way including to PR creation and making sure release is live and good with tests.

There are ways to cut the cost a bit , maybe 30-40% but it’s not practical .

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#54

Post by maxdo »

khy34 wrote: post #47
empath75 wrote: post #37

Earlier quoted context omitted.

We've been experimenting with claude code handling jira tickets and opening PR -- we're starting with Opus. It costs about $1 per PR that gets merged-- how much does it cost to have a software engineer do that PR? That's your price sensitivity. It will only get cheaper as models get more efficient and people get better at using them, though.

You’re operating in a micro perspective. Managers of firms care about impact of financials. They don’t care about the metrics you are measuring / gaming. Ultimately all ‘progress’ has to show in the cash flows. Are you taking more cost reduction projects and more revenue-generating projects? Are you actually delivering? Are customers perceiving you to be as trusted as before? Etc. are the only things that matter. ‘Sh…

Totally agree. We cut the scrum this week it is so impractical in the modern world.

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#55

Post by DaedalusII »

figmert wrote: post #48
DaedalusII wrote: post #44

Earlier quoted context omitted.

good question, but there is a rational answer. remember if youre going to tie up a few billion in a project you want strong laws around ownership singapore ran out of land. malaysia ran out of water and electricity indonesia is unstable politically and just started confiscating foreign owned farms india is too politically risky. people will just steal your shit middle east - israel/iran chabad trump war etc. all with…

> africa is africa Jeez what a way to dismiss the second largest continent and the second most populous landmass in the world. I'd argue Africa is the best place to start such a thing. Cheap labour, plenty of renewable energy. The biggest issue it probably has is how little bandwidth it has, and might require additional sea cables. But "africa is africa" is not a way reason to dismiss the continent.

you have never worked in africa. its cheaper to build a data centre in low earth orbit than most of africa

1 physical security is a problem, and in some countries like equatorial guinea or south africa foreigners arent allowed to own assets outright

2 cheap labour cant actually do anything. they are nice people but they cant read instruction manuals. cant set up data centres

3 no infrastructure. why zambia and kenya etc are 99% cellphones, is because there is no grid and no landlines because people steal all the copper wires

https://iol.co.za/the-star/news/2026-02-18-r23-billion-lost-...

stories engineers have told me about building things in africa: - i was working on an oil rig and one day the local employees started playing hide and seek and trying to kill us until a ransom was paid. for 48 hours we hid in a ventilation area until the ransom was organised, then had to go straight back to work with the people who were trying to murder us with power tools the day before for a month - the person who gave my company a contract was chainsawed to death on a beach

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#56

Post by DaedalusII »

zozbot234 wrote: post #46
DaedalusII wrote: post #44

Earlier quoted context omitted.

good question, but there is a rational answer. remember if youre going to tie up a few billion in a project you want strong laws around ownership singapore ran out of land. malaysia ran out of water and electricity indonesia is unstable politically and just started confiscating foreign owned farms india is too politically risky. people will just steal your shit middle east - israel/iran chabad trump war etc. all with…

> india is too politically risky. people will just steal your shit India is a huge place and some parts of it are vastly better managed than others. > latin america no infrastructure (highways, power grid, etc) The governance problem is quite real in Latin America actually, but I think it may have potential. If some infrastructure gets funded in the process it would have beneficial side effects all around.

cant fund infrastructure because that is when the bad governance results in money and asset being stolen

rule of law why country like singapore and finland end up being richer than brazil or argentina

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#57

Post by energy123 »

DaedalusII wrote: post #55
figmert wrote: post #48

Earlier quoted context omitted.

> africa is africa Jeez what a way to dismiss the second largest continent and the second most populous landmass in the world. I'd argue Africa is the best place to start such a thing. Cheap labour, plenty of renewable energy. The biggest issue it probably has is how little bandwidth it has, and might require additional sea cables. But "africa is africa" is not a way reason to dismiss the continent.

you have never worked in africa. its cheaper to build a data centre in low earth orbit than most of africa 1 physical security is a problem, and in some countries like equatorial guinea or south africa foreigners arent allowed to own assets outright 2 cheap labour cant actually do anything. they are nice people but they cant read instruction manuals. cant set up data centres 3 no infrastructure. why zambia and kenya…

What do you think of Moroccos efforts to build lots of DCs?

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#58

Post by bigbadfeline »

doctorwho42 wrote: post #23
TrackerFF wrote: post #22

My observation has been that the areas where data centers makes the most sense (colder climate, cheap energy, cheap real-estate, trustworthy countries) to build, are also areas where resistance against data centers has started to gain momentum. The spike in energy prices alone will make building these centers an uphill battle.

Good, if these multi billion dollar companies can't afford to build a data center that... At the bare minimum doesn't affect their cost of electricity over the next 10 years, nor the infrastructure, then it's totally reasonable for them to resist it. It's not like building data centers is for the common good like building new nuclear power plants or other key infrastructure. Instead it's literally just profit motivat…

> It's not like building data centers is for the common good like building new nuclear power plants

If a substantial part of the output of new nuclear plants goes to data centers, then those plants do NOT serve the common good. It's a simple matter about which there should be no confusion.

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#59

Post by DaedalusII »

energy123 wrote: post #57
DaedalusII wrote: post #55

Earlier quoted context omitted.

you have never worked in africa. its cheaper to build a data centre in low earth orbit than most of africa 1 physical security is a problem, and in some countries like equatorial guinea or south africa foreigners arent allowed to own assets outright 2 cheap labour cant actually do anything. they are nice people but they cant read instruction manuals. cant set up data centres 3 no infrastructure. why zambia and kenya…

What do you think of Moroccos efforts to build lots of DCs?

bad grid, bad fibre, #146 in the world in electricity production per capita. less power output than many US states, rule of law risk, civil unrest risk, and data sovereignty (gdpr), must get expat engineers (and get them visas)

large scale offshore wind in norway could generate 50-75% of the entire US production with 80% uptime and then DCs built in norway or EU area

Re: Nvidia backs AI data center startup Nscale as it hits $14.6B valuation

#60

Post by dgan »

maxdo wrote: post #53
dgan wrote: post #12

Earlier quoted context omitted.

I dont know what world you/I are living in. I do ask claude to enumerate/explain concepts i am not familiar with. I never approached the free tier limit (is there one?). At work, we have a webpage which ia basically a chat to different models, sometimes i use it Would I be paying 20€ to ask those questions? I dunno, i dont feel any particular need. Would I be paying 200€?! Are you insane hell no

This week my spending is > $2000 , and my ceo is very happy, another top user burned $1600. You personally will not pay , but these who will will replace people who are not productive. That’s actually the limiting factor. There will be top 5% of developers who will throw away on the street remaining 95%. No EU socialism will protect the rest . It is very unclear what is the new world market , with no web developers ,…

sure, can't wait to see traders having chatGPT license and trying to convince it to explain the P&L lol. But what do I know
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