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What's slowing down the AI buildout

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Re: What's slowing down the AI buildout

#91
post #89

Earlier quoted context omitted.

The ocean tidal power data center idea was a neat one.

I don’t see how that generates anywhere near enough power, think about the potential energy of a bucket of water going up and down that amount over the course of a day.

Sure, but then multiply that by several million buckets. Tidal flows can represent a lot of water volume, way more than you'd expect

Re: What's slowing down the AI buildout

#92

Earlier quoted context omitted.

The ocean tidal power data center idea was a neat one.

I agree. It has to be more viable than sending GPUs to space.

Both are questionable. Tidal power is super neat in theory but we really struggle to make it viable in practice. GPUs in space are probably the lower risk option, but with even more questionable economics

My preferred outlandish idea would be to put the data centers next to solar farms in the Sahara. I just don't know yet how we are going to make the batteries to power that through the night

Re: What's slowing down the AI buildout

#93

Earlier quoted context omitted.

Have you seen the price of electricity? That's with only about 5% of cars being electric. We've consumed nearly all of the slack in transmission capacity. I'm expecting transmission costs to balloon.

Is that from the popularity of evs, or from data centers?

The thoughtfull hyped reality downvoter must know before doing the deed ..

Re: What's slowing down the AI buildout

#94
post #37

Project Kilby is probably the most intelligent approach to this problem so far. https://www.chevron.com/newsroom/2026/q2/chevron-signs-20-ye... The idea is to bring the data centers, power generators and energy supply together in the ~same physical space so the only thing you have to transmit is data. Moving energy is way more expensive than moving information.

Are you really saying that in 2026, a year when only the nuts are still trying to claim climate change isn’t a thing, the most intelligent approach to the problem of powering data centres that are mostly being built for the purpose of juicing share prices is gas turbines at an industrial scale? The most intelligent approach is to not build the things. The next most intelligent approach is solar and batteries nearby. Way down the bottom of the list is burning gas to power them.

Re: What's slowing down the AI buildout

#95
The politicization of AI has been a huge damper. NYS put a 1 year moratorium on datacenters with some municipalities doing so as well. My town did a 1 year ban, despite us being a retarded location for a data center (more expensive land than surrounding areas, less water access, far from power). US has also been lagging in power capacity, because of the anti-growth segment of politics. More nukes.

Re: What's slowing down the AI buildout

#97
post #68

Remember when we didn't have enough electricity for electric cars?

From the headline: >the problem is getting it where it's needed.

Same issue with EV rollout. EVs are great if you have a single family home and a few grand to spend on outfitting a fast charger. Most apartment renters however are shit out of luck. I mean it has been how many years now of EV cars on the road and virtually no sweeping buildout of EV chargers in apartment complexes that I can see at least. There was a push for like maybe a half dozen token ev charging spots in new parking garage construction but that has been it for years in terms of that scale, a sort of nicety not something you can bank on having when you go to one of these garages. Street parking EV hookup has also not been rolling out at any serious scale. There is 1 single ev street parking spot in my neighborhood; they put it in years ago and nothing more has been built since.

I know someone with an EV in an apartment without a hookup for them, and charging it is a legitimate constant chore as they have to plan to go somewhere offsite to do it. Frequently they can't take the EV and have to resort to the gas car because the EV is at 20% charge or something.

I think what we are seeing with EVs is akin to general K shaped economy phenomenon. The rich and rich government leadership assume rollout must be going well, since they can charge conveniently at their house and they see many other Teslas in the parking lot of the country club or the luxury shopping center. Never mind actually considering how a renter's experience might be different, and renters are the bulk of our cities.

Re: What's slowing down the AI buildout

#98

https://substackcdn.com/image/fetch/$s_!dIvV!,w_1456,c_limit... Of the items on this chart, I would say AI data centers are providing the least amount of value per % of GDP spent. And 1930s public works the highest.

I wonder how public works funding would look if 90% of the nation wasn’t painfully far behind in maintenance.

But also, AI data centers have been around for like 3 years. It’s not surprising they haven’t reached a high level of efficiency yet.

IMO they are not an argument against excessive power use (I know this is not your argument, just a common one), but rather and argument FOR better (read: nuclear) power generation.

Re: What's slowing down the AI buildout

#99

Earlier quoted context omitted.

Have you seen the price of electricity? That's with only about 5% of cars being electric. We've consumed nearly all of the slack in transmission capacity. I'm expecting transmission costs to balloon.

Is that from the popularity of evs, or from data centers?

At least in California it is felt really among people who have private power providers that need to both turn a profit and appease shareholders while also paying out various lawsuits and penalties from causing wildfires with poorly maintained equipment. Compare those rates to what you'd get under a municipal power company like LADWP and the difference is dramatic.

Re: What's slowing down the AI buildout

#100

Earlier quoted context omitted.

Have you seen the price of electricity? That's with only about 5% of cars being electric. We've consumed nearly all of the slack in transmission capacity. I'm expecting transmission costs to balloon.

Is that from the popularity of evs, or from data centers?

It doesn’t really matter if, at the end of the day, our current usage is too high and consumers see EVs as a pro-social purchase. I don’t really think they’re a problem, personally, but it IS the topic of this comment thread, so it’s an appropriate place to complain about this particular issue.

Edit: also, the problem with charging vehicles isn’t really home owner cars, it’s tractor-trailers.

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