As a stock market investor I'm putting a lot of money into Hyperscale data center stocks from the companies that make the chips, cooling systems, data cables, AI servers, to the companies that supply the power. Also, as a former chief engineer in the power generation industry, nuclear power is the only source of power that can supply steady power with zero emissions. Finally, there will be a lot of money put into ways to capture the heat generated by the electronics and using it to power turbines that power generators. This will in effect, make the data center at least partially power itself.
Friend I'm trying to research companies to invest in as this technology emerges. I have a vague understanding of which sectors will grow due to the demand generated by AI, (energy, materials, real estate, semiconductors, information technology, network technology, etc) can you offer any information on companies which you are aware of in these sectors?
30:04 data centers instead of going to generator power especially facilities with diesel backed… should just integrate with bitcoin mining and use that extremely flexible load to achieve the same outcome but way more efficient and effective way to “shed load” for utilities during peak time of the day or year.
BloomEnergy offering on-site microgrid base load power generation under 10c kwh using natural gas and fuel cells. Is this economically viable for HPC data centers?
Come to Malaysia where there is plentiful supply of power and land. I am a quantity surveyor for data centres and can point you to the land owners in various locations
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As a stock market investor I'm putting a lot of money into Hyperscale data center stocks from the companies that make the chips, cooling systems, data cables, AI servers, to the companies that supply the power. Also, as a former chief engineer in the power generation industry, nuclear power is the only source of power that can supply steady power with zero emissions. Finally, there will be a lot of money put into ways to capture the heat generated by the electronics and using it to power turbines that power generators. This will in effect, make the data center at least partially power itself.
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Ok
Friend I'm trying to research companies to invest in as this technology emerges. I have a vague understanding of which sectors will grow due to the demand generated by AI, (energy, materials, real estate, semiconductors, information technology, network technology, etc) can you offer any information on companies which you are aware of in these sectors?
Super smart guy. Thanks for the value offered here insight. Bullish on Data Centre growth.
30:04 data centers instead of going to generator power especially facilities with diesel backed… should just integrate with bitcoin mining and use that extremely flexible load to achieve the same outcome but way more efficient and effective way to “shed load” for utilities during peak time of the day or year.
Bruh let me load my WULF before it goes to moon
Every European should watch this.
Brilliant
Thank you very much this was amazing
BloomEnergy offering on-site microgrid base load power generation under 10c kwh using natural gas and fuel cells. Is this economically viable for HPC data centers?
Come to Malaysia where there is plentiful supply of power and land. I am a quantity surveyor for data centres and can point you to the land owners in various locations
What is your email so we can set up a call?
Fantastic! Scott Metcalfe, Data Centre Practice Lead, RLP Commercial, Toronto, Ontario, Canada
Very sound analysis, sound mind.
TL;DR: 30 minutes of repeating in different ways that "Growth is happening"
Will future Ni be able to capture the imagination of the collective human mind, CHM ??
Will future nuclear power be able to over run the collective human Natural intelligence ~ Ni ???
You are pursuing Tikkun Olam
What and when there will be a chance for Ai's meltdown???
Seek the Timely Ni.
Ni x Ai