It took a bit of convincing to make this episode happen, but I really wanted to show you what Infratil is spending its $1.1b capital raise on! Hope you enjoy the tour. Part 2 about Infratil's 30 year history is coming next week.
*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*
Hello , I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can't decide what is best. Can you explain further how you invest and earn?
Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Ann Marie strunk, has been an amazing experience.
I'm favoured, $90K every week! I can now give back to the locals in my community and also support God's work and the church. God bless America,, all thanks to Ms Ann Marie strunk 😊🎉
20 years strong in this company and I have been asking myself the same question, how will M&CO continue this growth.. data, battery recycling and healthcare. Interesting that RKLB have now included data as they're primary source of growth in the future development of space infrastructure, IFT+RKLB=?
These Data Centres need such Huge Water Resources which in Silicon Valley a town council has Banned the building of one of these Let alone it will Suffocate our already straining old Power Grids As AI Cloud Wind Turbines and Solar power projects go ahead 🧐
Thanks Madison. I'm an individual shareholder of Infratil and it's helpful to get a peek into the philosophy that drives their decision making. This is where your questioning and analysis really shines. What I would appreciate after these interviews is for you to end with a pertinent summary and perhaps a personal view of whether the future is positive or otherwise for the organization concerned. You have sufficient experience now not to be wary of forming your own opinion and sharing that with your audience.
I think she would lose her ability to get interviews with industry leaders if they knew she was going to post an opinion in the media on their business. Even if she posted a positive opinion on each that can backfire as years ago media and sports stars promoted finance companies and when they crashed it tarnished their reputation. If you are worried about IT industry shareholder risk you only have to look at what happened with Crowdstrike to see its not an entirely a risk free investment.
Glad you enjoyed it! Appreciate the idea but my view doesn't matter, nor am I qualified to make one. I want you to be able to make up your own mind after watching these episodes. I'm just here to ask questions!
“Is this place stacked up with NVIDIA GPUs or just CPUs?” Way to tell the guy you know less than nothing about data centres lol. That’s like asking a chef if his kitchen is stacked up with taps or power outlets.
@@dynamo1796 24 years in IT here, and I found it an excellent question. Jason Boyes talked a lot about AI, but different types of AI need different processing units. GPUs are heavily used for training deep learning models as they excel at parallel processing, which allows them to handle many tasks simultaneously. They're commonly used in tasks like training neural networks, image and video processing, and large-scale data analysis. They significantly speed up the training process of AI models compared to CPUs. GPUs are ideal for the large-scale matrix and vector operations required in AI computations. CPUs, on the other hand, are general-purpose processors that handle a wide range of tasks, including running operating systems, managing memory, and performing sequential processing tasks. CPUs are often used for tasks that require complex logic, lower amounts of parallelism, or when power efficiency is more critical. CPUs are used for running AI inference tasks, especially when the model has already been trained, and for tasks where the data size or complexity doesn't justify the use of GPUs. This question alone tells us what they're using the data centre for, and potentially who the customer base is at this moment in time.
I find it hilarious that you can't disclose the location of this data centre, while across the ditch NextDC have these enormous red buildings that you cant miss 😅
Great topic, thanks for that coverage. I'm a bit concern with the power consumption and cooling system. Our power production is struggling to keep up with the demand. So why Auckland? South of south island would have been more judicious for cooling efficiency and therefore more power efficient. Also rather than relying on the grid only, (generators are just a backup) a CDC in the countryside could partially generate its own power through wind-turbines and solar.
The types of workloads being put on these data centres tends to be quite latency sensitive, so they cite the data centres near to the population who would be using them. In addition, Auckland is where the majority of NZ's international and domestic connectivity converges - which makes it easier to hook them up to good internet connectivity. The southland data centre ideas proposed by a few companies would more be about less latency sensitive workloads. Think AI model training, data analytics/warehousing, data archiving etc.
Wind turbines and solar would not put out a high enough level of power for such a complex and it would be too intermittent anyway. There needs to be backup alternatives to the way IT systems operate anyway proven by the Crowdstrike IT crash that crippled most of the world.
@@dynamo1796was referring to CEO comment of 50 year life expectancy. I’ve been designing, building and operating data centres around the world for 25 years and am simply saying that anything they have now will be obsolete - even if stillin good condition - in less than 20 yrs. and depending on spec maybe much sooner
@@gregmorgan8350 A big question is how long all these solar and wind farms will last and if it will be long enough for a return on investment. After watching the movie "Planet Of The Humans'" I doubt it.
Good thing with this data center its NZ based as most of them are overseas so its peace of mind for local businesses but its a competitive business as most corporations would rather deal with the big boys that being google, Amazon & Microsoft. So what's the point of difference -give us a good reason why we should host our business with you over the likes of Google or Amazon.
Makes sense. The people who got rich during the California Gold Rush weren't the gold miners, they were the ones selling tools such as shovels and picks. Levi Strauss was one of those who "struck it rich" by providing durable clothing to miners.
lol "I am not allowed to tell you where we are in Auckland". This info is available online so why make it sound that you have lucrative access to a location that no one else is aware of? CDC has 2 locations in Auckland. Silverdale (29/31 Highgate Parkway, Silverdale, Auckland 0932) and Hobsonville (32 Westpoint Drive, Hobsonville, Auckland 0618)
My thoughts are, data is the new digital oil. my investments would be in the energy they need to run these data centres. They wouldn't tell us how much energy they use, some AI data centres are using 10 x the amount of a normal data centre, ones in America are talking about having there own mini nuclear reactor. Who is going to update the Auckland power grid?
If you have a look at all of our power companies you will find their Price to Earnings (PE Ratio) shows they are all overpriced and their dividends are very poor returns, but they're considered safe so people will pour their life savings into it as everyone needs electricity.
It took a bit of convincing to make this episode happen, but I really wanted to show you what Infratil is spending its $1.1b capital raise on! Hope you enjoy the tour. Part 2 about Infratil's 30 year history is coming next week.
What a fascinating episode!! Congratulations.
*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*
Waking up every 14th of each month to $210,000 it’s a blessing to I and my family… Big gratitude to Ann Marie strunk 🙌
Hello , I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can't decide what is best. Can you explain further how you invest and earn?
Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Ann Marie strunk, has been an amazing experience.
Hello how do you make such monthly?? I'm a born Christian and sometimes I feel so down 🤦♀️of myself because of low finance but I still
believe in God
I'm favoured, $90K every week! I can now give back to the locals in my community and also support God's work and the church. God bless America,, all thanks to Ms Ann Marie strunk 😊🎉
Actually fantastic questions Madison
This is seriously high quality content
Very interesting thanks for giving us a glimpse.
20 years strong in this company and I have been asking myself the same question, how will M&CO continue this growth.. data, battery recycling and healthcare. Interesting that RKLB have now included data as they're primary source of growth in the future development of space infrastructure, IFT+RKLB=?
These Data Centres need such Huge Water Resources which in Silicon Valley a town council has Banned the building of one of these
Let alone it will Suffocate our already straining old Power Grids As AI Cloud Wind Turbines and Solar power projects go ahead 🧐
Thanks Madison. I'm an individual shareholder of Infratil and it's helpful to get a peek into the philosophy that drives their decision making. This is where your questioning and analysis really shines. What I would appreciate after these interviews is for you to end with a pertinent summary and perhaps a personal view of whether the future is positive or otherwise for the organization concerned. You have sufficient experience now not to be wary of forming your own opinion and sharing that with your audience.
I think she would lose her ability to get interviews with industry leaders if they knew she was going to post an opinion in the media on their business. Even if she posted a positive opinion on each that can backfire as years ago media and sports stars promoted finance companies and when they crashed it tarnished their reputation. If you are worried about IT industry shareholder risk you only have to look at what happened with Crowdstrike to see its not an entirely a risk free investment.
Glad you enjoyed it! Appreciate the idea but my view doesn't matter, nor am I qualified to make one. I want you to be able to make up your own mind after watching these episodes. I'm just here to ask questions!
They need to provide decentralised data services to survive into the next decade…
Jason Boyes appears to be a canny operator.
So secret it's listed on google maps
amazing interview your content just keeps getting better!
“Is this place stacked up with NVIDIA GPUs or just CPUs?”
Way to tell the guy you know less than nothing about data centres lol. That’s like asking a chef if his kitchen is stacked up with taps or power outlets.
@@dynamo1796 24 years in IT here, and I found it an excellent question. Jason Boyes talked a lot about AI, but different types of AI need different processing units. GPUs are heavily used for training deep learning models as they excel at parallel processing, which allows them to handle many tasks simultaneously. They're commonly used in tasks like training neural networks, image and video processing, and large-scale data analysis. They significantly speed up the training process of AI models compared to CPUs. GPUs are ideal for the large-scale matrix and vector operations required in AI computations. CPUs, on the other hand, are general-purpose processors that handle a wide range of tasks, including running operating systems, managing memory, and performing sequential processing tasks. CPUs are often used for tasks that require complex logic, lower amounts of parallelism, or when power efficiency is more critical. CPUs are used for running AI inference tasks, especially when the model has already been trained, and for tasks where the data size or complexity doesn't justify the use of GPUs. This question alone tells us what they're using the data centre for, and potentially who the customer base is at this moment in time.
I find it hilarious that you can't disclose the location of this data centre, while across the ditch NextDC have these enormous red buildings that you cant miss 😅
Good content mate. I did my part with that 1.1b I did $100 👍
First time? Not believable, maybe the first time in Auckland, but the power usage thing not being answered needs pushback, its a fair question.
Great topic, thanks for that coverage. I'm a bit concern with the power consumption and cooling system. Our power production is struggling to keep up with the demand. So why Auckland? South of south island would have been more judicious for cooling efficiency and therefore more power efficient. Also rather than relying on the grid only, (generators are just a backup) a CDC in the countryside could partially generate its own power through wind-turbines and solar.
The types of workloads being put on these data centres tends to be quite latency sensitive, so they cite the data centres near to the population who would be using them.
In addition, Auckland is where the majority of NZ's international and domestic connectivity converges - which makes it easier to hook them up to good internet connectivity.
The southland data centre ideas proposed by a few companies would more be about less latency sensitive workloads. Think AI model training, data analytics/warehousing, data archiving etc.
Wind turbines and solar would not put out a high enough level of power for such a complex and it would be too intermittent anyway. There needs to be backup alternatives to the way IT systems operate anyway proven by the Crowdstrike IT crash that crippled most of the world.
Infratil also have energy investments which is handy.......
@@petercreagh8797 Nobody proposed 100% solar and wind generation...read properly
@@invest-k8e Investments are to make money, not to solve problems...
CDC sounds like a natural partnership with Central Digital Currency
Digital prison you mean.
That CEO needs media training....don't say 'right' at the end of your sentence. It's a curse of a generation.
Asset won’t last to years. Currently technical obsolescence occurs occurs within 20 years but this is likely to shorten
Lmao do you really think you’ve spotted something want teams of highly educated tech engineers haven’t? 😂
@@dynamo1796was referring to CEO comment of 50 year life expectancy. I’ve been designing, building and operating data centres around the world for 25 years and am simply saying that anything they have now will be obsolete - even if stillin good condition - in less than 20 yrs. and depending on spec maybe much sooner
@@gregmorgan8350 A big question is how long all these solar and wind farms will last and if it will be long enough for a return on investment. After watching the movie "Planet Of The Humans'" I doubt it.
Good thing with this data center its NZ based as most of them are overseas so its peace of mind for local businesses but its a competitive business as most corporations would rather deal with the big boys that being google, Amazon & Microsoft. So what's the point of difference -give us a good reason why we should host our business with you over the likes of Google or Amazon.
Makes sense. The people who got rich during the California Gold Rush weren't the gold miners, they were the ones selling tools such as shovels and picks. Levi Strauss was one of those who "struck it rich" by providing durable clothing to miners.
Cooling plant is not water fueled.
That certainly would be revolutionary....if true
lol "I am not allowed to tell you where we are in Auckland". This info is available online so why make it sound that you have lucrative access to a location that no one else is aware of?
CDC has 2 locations in Auckland. Silverdale (29/31 Highgate Parkway, Silverdale, Auckland 0932) and Hobsonville (32 Westpoint Drive, Hobsonville, Auckland 0618)
Yeah agree it was a stupid sensationalist comment. There’s tons of info out there on where DCs are located around the world
Lol. CDC has more than 2 locations. The muggles don’t know about Platform 3/4. Only those with lucrative access. Nice job Madison 👍🏽
Minimising the threat of a terrorist attack. A lot of the stuff in the cloud is not backed up.
Too big to fail then, hey? No, really - do let us put all our security in one basket.
What makes you say that? The country doesn’t run off one data centre lol
My thoughts are, data is the new digital oil. my investments would be in the energy they need to run these data centres. They wouldn't tell us how much energy they use, some AI data centres are using 10 x the amount of a normal data centre, ones in America are talking about having there own mini nuclear reactor. Who is going to update the Auckland power grid?
If you have a look at all of our power companies you will find their Price to Earnings (PE Ratio) shows they are all overpriced and their dividends are very poor returns, but they're considered safe so people will pour their life savings into it as everyone needs electricity.
@@Delosian I was thinking more gas and oil. NZ is short on gas.
It's promising to see infrastructure development advancing in New Zealand. Go tech..
Everyone from Auckland is now trying to figure out where it is 😂
It’s literally available online.
You drive right past it on the motorway past silverdale
Why do we need data centres? "Privacy" is not yours, and this is demonstrated by the existance of these centres.
Maddy, I luv the leather and the whole Morticia Adams thing going on! You've gotta do Only Fans.