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Groq investor sounds alarm on data centers

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61–70 of 75 posts

Re: Groq investor sounds alarm on data centers

#61
post #47

Earlier quoted context omitted.

> We need a concentration of money in order to make progress. ...in the concentration of money. "The handful of benevolent god-kings will be nice to people" is not a model for a decent future.

You mean we need a stronger government?

I mean that America would be better off with a government that discourages god-kings instead of enabling them.

Re: Groq investor sounds alarm on data centers

#62
post #17

Earlier quoted context omitted.

Don't these data centers have pretty elaborate cooling setups that use large volumes of water? So they're sitting on real estate with access to massive amounts of water, electricity, and high bandwidth network connections. Seems like that combination of resources could be useful for a lot of other things beyond just data centers. Like you could probably run desalination plants, large scale hydroponic farms, semicondu…

> Don't these data centers have pretty elaborate cooling setups that use large volumes of water? Depending on where, and (more importantly) when you last read about this, there's been some developments. The original book that started this had a unit conversion error, and the reported numbers were off by about 4500x what the true numbers are (author claimed 1000 times more water than an entire city consumption, while…

I have no idea what book you're talking about, and I never claimed water "disappears" or made any argument about consumption statistics. Why would you assume I think water vanishes from existence? That's absurd.

My point is simple: the utility infrastructure is the hard part. The silicon sitting on raised floors is disposable and will be obsolete in a few years. But the power substations, fiber connections, and water infrastructure? That takes years to permit and build, and that's where the real value is.

Building that infrastructure (trenches for water lines, electrical substations, laying fiber) is the actual constraint and where the long term value lies. Whether they're running GPUs or something else entirely, industries will pay for access to that utility infrastructure long after today's AI hardware is obselete.

You're lecturing me about evaporative cooling efficiency while completely missing the point.

Re: Groq investor sounds alarm on data centers

#63
post #47

Earlier quoted context omitted.

You mean we need a stronger government?

I mean that America would be better off with a government that discourages god-kings instead of enabling them.

Sure, but how do you think that can be accomplished?

Re: Groq investor sounds alarm on data centers

#64
post #45

Earlier quoted context omitted.

I actually wish I could round up every computer in my home, stick them in a 19-inch rack, and put that rack someplace where I can't hear it. That would be my "data center". It will be fed with a fat power cable and a nice fiber uplink, and it might even run some "AI" from time to time.

What about a single beefcake server that runs dumb terminals throughout your house with a lightweight shim between each device and server. Sexy monitors just sitting there quiet AF. Mega room for coffee cups and niknaks across the desk. Ports for days. This is my dream. I'd keep it by my feet so I could pet it and say good job.

Do this before you reach your 40s, because ageism will put a damper on your disposable income.

I once had plans like this...

Re: Groq investor sounds alarm on data centers

#65
post #5

If/when the AI bubble pops and we're left with hundreds of underutilized datacenters, I think this could be good for hosting customers by driving prices down across the board. Maybe it will make self-hosting even more cheaper than public clouds.

The overlap between the datacenter needs of AI and those of crypto are hard to miss. If/when the AI bubble pops I'd be willing to bet that we see another crypto surge. I can't be the only one who's noticed that the volume of crypto stuff being pushed slowed as the AI fervor ramped up?

I'm not seeing it. If crypto has a resurgence, it will only be because wealthy people invest in it to enable shady behavior.

Re: Groq investor sounds alarm on data centers

#66
post #32

Axios hijacks the back button. The TLDR is: we’re building too much speculative capacity and the “if we build it, they will come” assumption will be proven wrong.

Yeah annoying. Need to find an extension to fix that.

Browsers need a "toggle scripts" button up with the back/reload buttons.

Back in the 90s, I could hit the Esc key and stop all of the animations, allowing my ADHD brain to regain the focus needed to read the actual article.

Re: Groq investor sounds alarm on data centers

#67
post #63

Earlier quoted context omitted.

I mean that America would be better off with a government that discourages god-kings instead of enabling them.

Sure, but how do you think that can be accomplished?

Wealth begets wealth in a positive feedback loop.

How do we typically deal with positive feedback?

Re: Groq investor sounds alarm on data centers

#68
post #32

Earlier quoted context omitted.

Yeah annoying. Need to find an extension to fix that.

Browsers need a "toggle scripts" button up with the back/reload buttons. Back in the 90s, I could hit the Esc key and stop all of the animations, allowing my ADHD brain to regain the focus needed to read the actual article.

Well there is noscript but that breaks a ton of stuff

Re: Groq investor sounds alarm on data centers

#69
post #63

Earlier quoted context omitted.

Sure, but how do you think that can be accomplished?

Wealth begets wealth in a positive feedback loop. How do we typically deal with positive feedback?

You can suggest to tax wealth, but how are you going to get it implemented?

Re: Groq investor sounds alarm on data centers

#70
post #45

Earlier quoted context omitted.

I actually wish I could round up every computer in my home, stick them in a 19-inch rack, and put that rack someplace where I can't hear it. That would be my "data center". It will be fed with a fat power cable and a nice fiber uplink, and it might even run some "AI" from time to time.

What about a single beefcake server that runs dumb terminals throughout your house with a lightweight shim between each device and server. Sexy monitors just sitting there quiet AF. Mega room for coffee cups and niknaks across the desk. Ports for days. This is my dream. I'd keep it by my feet so I could pet it and say good job.

That would work if every family member were okay with dumb terminals. Unfortunately, some of them require dedicated GPUs.

Routing thick black DP cables and bright blue USB throughout the house feels a lot less natural than just installing ethernet ports in each room. :(

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