In speeches, Nvidia CEO Jensen Huang tells rapt audiences that Artificial Intelligence (AI) is “work.” Yes, precisely. Jensen’s pithy explanation of what AI truly is speaks to the towering potential of data centers. As the headline to this piece indicates, and contrary to what you’re told, energy consumption by data centers is their most […]
Heavy Energy Consumption Is the Greatest Feature of Data Centers Read More »
Data centers, and the $1 trillion+ that is being invested in their creation, are “causing” overall weakness in the U.S. economy. That’s according to former Biden White House economic official, Jennifer Harris. Writing in the New York Times, Harris asserts that “the artificial intelligence buildout is expected to rival or surpass previous technological booms at
Data Centers Aren’t Crowding Out Investment, They’re Expanding It Read More »
Cable television visionary John Malone could have owned a substantial portion of AOL before it was AOL. Where it perhaps becomes more ironic is that it was Malone’s TCI that was laying the cable throughout the U.S. in the 1970s that set the stage for broad internet access decades later. Said another way, over twenty years
Data Center Potential Will Reveal Itself Unexpectedly Over Many Decades Read More »
With Amazon, it was never about the books. No doubt Amazon began as an online bookseller, but what made its stock attractive through years of losses is what books represented. If Amazon could modernize buying habits with an online bookstore, it could eventually be what it became: an everything store. Markets are a look
The Data Center Proliferation Must Be About Much More Than Data Read More »
