#cloudcomputingvsdatacenter ผลการค้นหา

The Long View

@HayekAndKeynes

26 ต.ค.

US has more data centers than the rest of the world combined…

Sustainable Project Developers Association

@spda_solar

22 ส.ค.

The “cloud” isn’t weightless! By 2030 global data centres will consume more electricity than Japan, the world’s 5th-largest power user. The question isn’t if they will shape energy systems, but how. How can we enjoy AI & cloud without paying the price in emissions?

spda_solar's tweet image. The “cloud” isn’t weightless! By 2030 global data centres will consume more electricity than Japan, the world’s 5th-largest power user.
The question isn’t if they will shape energy systems, but how.
How can we enjoy AI &amp; cloud without paying the price in emissions?

The Kobeissi Letter

@KobeissiLetter

9 ต.ค.

This is BEYOND insane: AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage. Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030. What does this mean? Let us explain. (a thread)

KobeissiLetter's tweet image. This is BEYOND insane:

AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage.

Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030.

What does this mean? Let us explain.

(a thread)

₿1C 🚀💹🧲

@Block1Capital

7 นาที

AI Data centers will consume 20%+ of U.S. power by 2030. Existing grid will not be able to meet demand with wait times to connect to utility 5-10 years in many major markets. Opportunity E&P Operators Gas Treaters Power Utility

Block1Capital's tweet image. AI Data centers will consume 20%+ of U.S. power by 2030. Existing grid will not be able to meet demand with wait times to connect to utility 5-10 years in many major markets.

Opportunity
E&amp;P Operators
Gas Treaters
Power Utility

Wall Street Gossip

@WallStRollup

26 ต.ค.

The rest of the world is lagging the U.S. in data center build, per Apollo

zerohedge

@zerohedge

19 ส.ค.

The most insane chart: value of data centers being built will surpass all offices in construction within 6 months

Digital SMEs Goals

@SmesGoals

20 ต.ค.

AI workloads have fundamentally changed data center design, requiring specialized power and cooling infrastructure and significantly influencing optimal geographic locations for AI data center investments. Infographic @kearney rt @antgrasso #AI #DataCenters

SmesGoals's tweet image. AI workloads have fundamentally changed data center design, requiring specialized power and cooling infrastructure and significantly influencing optimal geographic locations for AI data center investments.

Infographic @kearney rt @antgrasso #AI #DataCenters

The Kobeissi Letter

@KobeissiLetter

3 ชั่วโมง

AI growth is exploding: The US now has 5,426 data centers, more than ALL other major countries COMBINED. And, there are $40 BILLION worth of US data centers under construction, up +400% since 2022. This will soon reshape the global economy. What's next? Let us explain.

KobeissiLetter's tweet image. AI growth is exploding:

The US now has 5,426 data centers, more than ALL other major countries COMBINED.

And, there are $40 BILLION worth of US data centers under construction, up +400% since 2022.

This will soon reshape the global economy.

What's next? Let us explain.

JustDario 🏊‍♂️

@DarioCpx

23 ชั่วโมง

On one side of the world, they keep preaching millions of GPUs and a biblical amount of electricity are needed On the other side of the world, they keep pursuing AI in a diametrically opposite way Fun fact: So far the product output is the same.. No need for further comments

DarioCpx's tweet image. On one side of the world, they keep preaching millions of GPUs and a biblical amount of electricity are needed

On the other side of the world, they keep pursuing AI in a diametrically opposite way

Fun fact: So far the product output is the same..

No need for further comments

Aethir

@AethirCloud

26 ต.ค.

For anyone wondering what truly sets Aethir apart from traditional cloud compute providers, here’s your answer.👇🏻💚

mAnIexplores

@alexa45672

24 ต.ค.

🧵What Actually Goes Into an AI Data Center? Ever wondered what powers ChatGPT, Claude, or Gemini? It’s not just a few computers in a room - AI data centers are engineering marvels. Let’s break it down. #DataCenters

alexa45672's tweet image. 🧵What Actually Goes Into an AI Data Center?

Ever wondered what powers ChatGPT, Claude, or Gemini?
It’s not just a few computers in a room - AI data centers are engineering marvels.
Let’s break it down.
#DataCenters

Chubby♨️

@kimmonismus

15 ชั่วโมง

The gap between the U.S. and Europe in data-center capacity is already massive, and it’s about to explode. Europe: ~11 GW today → ~35 GW by 2030 U.S.: ~62 GW today → ~134 GW by 2030 That’s nearly a 4× buildout lead. CapEx? Roughly $1–1.6 trillion in the U.S. vs. $200–300…

kimmonismus's tweet image. The gap between the U.S. and Europe in data-center capacity is already massive, and it’s about to explode.

Europe: ~11 GW today → ~35 GW by 2030
U.S.: ~62 GW today → ~134 GW by 2030

That’s nearly a 4× buildout lead.
CapEx? Roughly $1–1.6 trillion in the U.S. vs. $200–300…

James Hewett

@JamesHewettDC

10 ต.ค. 2023

An AI-supported search requires 10X the computing costs of a standard internet search... Data centers use 1-1.5% of global electricity, but MIT estimates they may use up to 21% by 2030. There are currently 5,375 data centers in the US and efficiency gains are stalling:

JamesHewettDC's tweet image. An AI-supported search requires 10X the computing costs of a standard internet search...

Data centers use 1-1.5% of global electricity, but MIT estimates they may use up to 21% by 2030.

There are currently 5,375 data centers in the US and efficiency gains are stalling:

Steve Hanke

@steve_hanke

20 ชั่วโมง

There are ~5,500 data centers in the US. This dwarfs Germany, who comes in second with just 529 centers. THE REST OF THE WORLD IS NOT EVEN CLOSE TO THE UNCLE SAM.

steve_hanke's tweet image. There are ~5,500 data centers in the US.

This dwarfs Germany, who comes in second with just 529 centers.

THE REST OF THE WORLD IS NOT EVEN CLOSE TO THE UNCLE SAM.

Anthony Pompliano 🌪

@APompliano

26 ต.ค.

Don't believe the propaganda. The United States is best positioned to win the artificial intelligence race.

TW - The Wealthy Trader

@RealJGBanks

25 ต.ค.

BUY THE AI INFRASTRUCTURE Everyone is chasing AI software. DO NOT MISS the next trillion dollar companies. The chain that wins 2025–2035: Compute → Data Centers → Power Compute: $NVDA $AMD $AVGO $SMCI $MRVL $TSM Data Centers / Hosting: $EQIX $DLR $VRT $IREN $CIFR $NBIS…

RealJGBanks's tweet image. BUY THE AI INFRASTRUCTURE

Everyone is chasing AI software.
DO NOT MISS the next trillion dollar companies.

The chain that wins 2025–2035:
Compute → Data Centers → Power

Compute:
$NVDA $AMD $AVGO $SMCI $MRVL $TSM
Data Centers / Hosting:
$EQIX $DLR $VRT $IREN $CIFR $NBIS…

Eric

@EricFlaningam

26 ม.ค. 2024

Sharing how I view the data center value chain: I think it's fair to break down the ecosystem into the semi value chain, the data center, and the services that sit on top of the data center. 1. Semiconductor value chain: Semiconductors are at the heart of the data center.…

EricFlaningam's tweet image. Sharing how I view the data center value chain:

I think it's fair to break down the ecosystem into the semi value chain, the data center, and the services that sit on top of the data center.

1. Semiconductor value chain:

Semiconductors are at the heart of the data center.…

Reality

@RealityNetw0rk

20 ต.ค.

"AWS has more data centers” misses the point. AWS scales vertically (few giant facilities). Reality scales horizontally (millions of devices). The difference is architectural, not just economic. 🧵👇

RealityNetw0rk's tweet image. "AWS has more data centers” misses the point.

AWS scales vertically (few giant facilities).
Reality scales horizontally (millions of devices).

The difference is architectural, not just economic.
🧵👇

Théo Champion 🌻

@deletethistheo

11 ก.ย. 2024

Just saved $10k/month on our cloud bill by moving our main media processing service from serverless (Cloud Run) to a single mega vps (64 cores, 128Gb RAM) I'm starting to understand @dhh and the move out of serverless