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Wisconsin communities signed secrecy deals for billion-dollar data centers

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Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#61
post #58
post #39

I'd like to hear the argument for why this is needed. I can imagine a number of reasons, but this is all I found in the article: > If I’m a company considering making strategic investments... I don’t want my competition to know where I’m going, what I’m doing, what pace I’m doing it at... You want to make sure everything is buttoned up and bow tied before that type of information is put into the public realm. I'm hav…

This is a scary argument. Should we also ban car emissions/safety testing, because Volvo's competitors might discern something from the results? Should we also stop FCC certification because competitors might glean information out of a device's radio characteristics? The local residents, if not the public at large, should have a right to know. If not, then it should go both ways and grocery stores shouldn't be allowe…

Don't give them any ideas

Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#62
post #47

I find it strange how data centers are getting (sorta) vilified. I keep hearing stories on NPR that are kinda subtle fear-mongering. Like data centers are probably the least bad thing to build nearby. They take in power and produce computer. No pollution, no traffic, no chemicals or potential explosions. They do take power. But, like, we know how to generate electricity. And solar is getting really cheap.

Yeah it’s wild to me to. Especially as I think rising rates are getting misaligned with data centers. I am sure the continued demand has added to some of the costs but people are forgetting most of the US grid is ancient and largely neglected. When building a facility requiring large electric or water usage that facility is usually paying large upfront costs to get connected with 10 or 20 year contracts.

It’s a pretty unique time we live in where economic growth is seen as negative.

Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#63
post #41

NIMBY for data centers is opportunity for SpaceX. When they saturate the demand for communication, data processing demand will be ramping up with no apparent ceiling. The merger between SpaceX and xAI positions them to benefit both from the AI revolution, and from the resistance to it. It's like a hypothetical 19th century textile company that managed to profit from Luddite riots by using them to help move production…

Do data centers in space actually make sense? I can’t figure out how that’s possible. But some people seem to believe they do(?)

Not even a little; doesn’t pass napkin math. It doesn’t solve any problems while adding a litany of new ones: massive radiators for heat rejection, radiation hardening, and enormous launch + repair costs (assuming repairs are even possible). The idea exists to separate investors from their money; the product is the funding round.

Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#65

NIMBY for data centers is opportunity for SpaceX. When they saturate the demand for communication, data processing demand will be ramping up with no apparent ceiling. The merger between SpaceX and xAI positions them to benefit both from the AI revolution, and from the resistance to it. It's like a hypothetical 19th century textile company that managed to profit from Luddite riots by using them to help move production…

I wouldn’t overthink the SpaceX / xAI thing. Seems to me it’s a pure financing play to blend two companies owned by the same guy that might look meh on their own to the market but have a compelling narrative about “future growth” together. All so that the same guy who is already quite rich can continue to run his funny-up money roll-up machine, re-capitalize on a bunch of froth and leave other people holding the bag.

what about Google? It's always the same tired thought ending cliches - companies with "bad" people do obviously "bad" thing to convince idiotic shareholders and prop up the bubble.

i keep seeing this same repeated trope again and again.

Edit: Elon, Sundar, Jensen, Jeff are all interested in this. Even China is.

What conspiracy is going on here to explain it? Why would they all put money into this if it is so obvious to all of you that it is not going to work?

Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#66
post #39

I'd like to hear the argument for why this is needed. I can imagine a number of reasons, but this is all I found in the article: > If I’m a company considering making strategic investments... I don’t want my competition to know where I’m going, what I’m doing, what pace I’m doing it at... You want to make sure everything is buttoned up and bow tied before that type of information is put into the public realm. I'm hav…

> I don’t want my competition to know where I’m going, what I’m doing, what pace I’m doing it at

This is likely a misdirection. The "competition" is for the water and power, ie the local communities. This is a NIMBY issue with practical consequences. That's how it has been used in one part of North Dakota. Applied Digital is building in a town (~800 ppl) named Harwood after being unhappy with Fargo tax negotiations. The mayor of Harwood abused an existing agreement with Fargo, which will have to meet the water and power needs of everything in Harwood.

Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#67
post #58
post #39

I'd like to hear the argument for why this is needed. I can imagine a number of reasons, but this is all I found in the article: > If I’m a company considering making strategic investments... I don’t want my competition to know where I’m going, what I’m doing, what pace I’m doing it at... You want to make sure everything is buttoned up and bow tied before that type of information is put into the public realm. I'm hav…

This is a scary argument. Should we also ban car emissions/safety testing, because Volvo's competitors might discern something from the results? Should we also stop FCC certification because competitors might glean information out of a device's radio characteristics? The local residents, if not the public at large, should have a right to know. If not, then it should go both ways and grocery stores shouldn't be allowe…

Naw - corps will just get engineers to fudge the emissions numbers, then they have someone low-level and easy to blame and remove from the organization... VW:

https://en.wikipedia.org/wiki/Volkswagen_emissions_scandal

Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#68
post #39

I'd like to hear the argument for why this is needed. I can imagine a number of reasons, but this is all I found in the article: > If I’m a company considering making strategic investments... I don’t want my competition to know where I’m going, what I’m doing, what pace I’m doing it at... You want to make sure everything is buttoned up and bow tied before that type of information is put into the public realm. I'm hav…

Well it makes sense for the company to demand it, but for the community / municipality it only makes sense if they believe someone else will sign such a secrecy deal, because if their location is so good, advertising it would generate bidding war and they'd get more money.

So it depends on the game theory but with coordination on the municipalities doing it in the open should generate higher demand.

Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#69
post #39

I'd like to hear the argument for why this is needed. I can imagine a number of reasons, but this is all I found in the article: > If I’m a company considering making strategic investments... I don’t want my competition to know where I’m going, what I’m doing, what pace I’m doing it at... You want to make sure everything is buttoned up and bow tied before that type of information is put into the public realm. I'm hav…

Governments should not be allowed to make deals that are kept secret from the people; the government is an arm of the people.

Re: Wisconsin communities signed secrecy deals for billion-dollar data centers

#70

There is an obvious question I don't see anyone asking. Why do these data centers have to be built in every state? I guarantee it's not to run LLMs.

Distributing our infrastructure is a good thing.

Putting them all in one or two places isn’t good for reliability, disaster resilience, and other things that benefit from having them distributed.

Data centers do more than just run LLMs. It’s a good thing when your data is backed up to geographically diverse data centers and your other requests can be routed to a nearby data center.

Have you ever tried to play fast paced multiplayer games on a server in a different country? It’s not fun. The speed of light limits round trip times.

> I guarantee it's not to run LLMs.

Are you trying to imply something conspiratorial?

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