61–70 of 116 posts
Oracle is increasingly looking like the Lehman Brothers of the AI boom. One day it will all go pop and the cards will start crumbling elsewhere in the industry.
Oracle is increasingly looking like the Lehman Brothers of the AI boom. One day it will all go pop and the cards will start crumbling elsewhere in the industry.
Larry’s son runs paramount now, and given he’s driving it to become the next Fox News challenger, it’s a given the current admin will give them a sweet heart deal.
From what I can tell, the DC buildout isn't going that well. I've been wondering about the current status of the projects because there hasn't been much in the news or here about new DC's coming online. This report summary makes the point that getting power to the datacenters with onsite generation is running into roadblocks from permitting to even finding turbines to buy. He who shouldn't be named (here) made the sa…
If Oracle can't acquire power generation for their WI facilities they've been asleep. Generac is based out of WI and rapidly expanding their manufacturing footprint to match DC demand. Connect the dots to political lobbying and tax breaks to one of the biggest local businesses in an now-recovering manufacturing state to secure generation equipment. A year ago Oracle could've bought Generac outright for less than some…
Oracle cannot possibly be expecting to meet its bets here. My own empirical one-person observation is that my friend worked there in the group that went around the world standing up their new cloud datacenters, and he was there from basically 2019 to earlier this year. They laid him and half his team off earlier this year. Absolutely nonsensical if they're really building out cloud data centers. Because that's exactl…
Perhaps Larry Ellison is a bad man?
Oracle is increasingly looking like the Lehman Brothers of the AI boom. One day it will all go pop and the cards will start crumbling elsewhere in the industry.
Larry’s son runs paramount now, and given he’s driving it to become the next Fox News challenger, it’s a given the current admin will give them a sweet heart deal.
Earlier quoted context omitted.
Larry’s son runs paramount now, and given he’s driving it to become the next Fox News challenger, it’s a given the current admin will give them a sweet heart deal.
Yeah, but they'll need to time their bust for before Jan next year. There is a significantly lower chance of a Democratic congress being as sympathetic.
Earlier quoted context omitted.
The idea that we can’t get enough electrical power on earth because of supply constraints, but that we can solve that by launching the datacenters and their entire support infrastructure into space makes no sense unless you’re a huckster trying to pump up your space launch business ahead of an IPO. There’s no way we are more constrained on land-based solar+battery equipment than we would be on space-worthy solar+batt…
On Earth it has to be fossil fuels. With solar you can't do it. I haven't done the calculations myself so, full disclosure, AI work ahead. But I asked GPT 5.6 how big a solar and battery farm would have to be to power a one gigawatt datacenter such that it could ride out a few cloudy days in a row (this is far below the reliability bar). Its answer is you'd need an "absurdly large battery" and a solar farm of over 10…
Earlier quoted context omitted.
How do you cool the data center in space cost effectively? Unfortunately in space there isn't a lot of material (air) to transfer the heat.
You can just use ordinary radiators. Do the calculations, cooling isn't the problem it's made out to be.
Most of my assumptions come from discussions like: https://news.ycombinator.com/item?id=46876105
Earlier quoted context omitted.
For whatever reason, nobody is trying to build solar-powered AI datacenters. Maybe they can't find enough land.
It takes 2.5 million solar panels to generate 1GW of electricity assuming 400W per panel and direct sunlight. 2.5M times 18 sq ft per panel is about 1000 acres or ~1.55 sq mi. That would work for a 1 GW data center, during the day, without clouds, during the summer.
Related: Five US tech giants' hidden debts soar to $1.65T on opaque AI funding https://news.ycombinator.com/item?id=48987863