AI Data Centres - Do The Math.

[RichardHurt]

Hey Richard when it comes to where all this immense processing power is actually leading to did you ever catch this interview regarding Gov Corp Technates and 'agentic AI'?

Apparently the WEF's 'Global Government Technology Centre' (situated in Berlin of all places) have just dictated a new report on it which is basically 'AI governance of humans'.

WEF partner IBM are also heavily involved.






According to the WEF this new global AI regime would 'challenge contemporary notions of participatory decision making' and be a 'fundamental shift' in the history of government so pretty serious stuff.

Cheers.

I have heard about this but I myself have not read into it.
Now I will though. Thank you for the link, I will get back to you after I have time to fully go through it all and formulate a response.

[CriticalStinker]

I have heard about this but I myself have not read into it.
Now I will though. Thank you for the link, I will get back to you after I have time to fully go through it all and formulate a response.

Look into Quantum computing too. Has the potential to break all encryption. Coupled with AI, it may completely change what we think about computing.

Or it’s just a bubble and just as damaging when it pops.

This year, aside from AI, GDP only went up .01%. All other industries underperformed European stocks. 

I think they’ll at least drive the narrative of Quantum to keep the AI rally driving the stock market.

[cherokeetroy]

Look into Quantum computing too. Has the potential to break all encryption. Coupled with AI, it may completely change what we think about computing.

Or it’s just a bubble and just as damaging when it pops.

This year, aside from AI, GDP only went up .01%. All other industries underperformed European stocks. 

I think they’ll at least drive the narrative of Quantum to keep the AI rally driving the stock market.

I'm looking at Naoris Protocol 

[CriticalStinker]

I'm looking at Naoris Protocol 



[Image: https://i.imgur.com/NKmnOUe.jpeg]

I got into IONQ, and my position has doubled. Probably should have other exposure since it’s a startup, but the whole industry just skyrocketed so I don’t want to buy more at these levels.

Ive actually started building a position with a startup that is allegedly rolling out a new kind of generator that technically isn’t internal combustion. They claim it is ultra clean emissions wise, efficient enough you’d just want to run it, and fuel agnostic so it can run on multiple different fuels with clean swaps. It’s high risk so I wouldn’t recommend it to most. But being in the industry the reward and risk meet my tolerance.

edit: I also want to reiterate the whole AI/Quantum could be a bubble. It’s not turning a profit, and is basically an arms race. I mainly have it open as a gamble. But at this point it’s propping up the market, so I think they’ll keep it chugging as long as they can.

[RichardHurt]

I got into IONQ, and my position has doubled. Probably should have other exposure since it’s a startup, but the whole industry just skyrocketed so I don’t want to buy more at these levels.

Ive actually started building a position with a startup that is allegedly rolling out a new kind of generator that technically isn’t internal combustion. They claim it is ultra clean emissions wise, efficient enough you’d just want to run it, and fuel agnostic so it can run on multiple different fuels with clean swaps. It’s high risk so I wouldn’t recommend it to most. But being in the industry the reward and risk meet my tolerance.

edit: I also want to reiterate the whole AI/Quantum could be a bubble. It’s not turning a profit, and is basically an arms race. I mainly have it open as a gamble. But at this point it’s propping up the market, so I think they’ll keep it chugging as long as they can.

The race to super intelligence is what is driving all the AI top dogs. It is most definitely an arms race. And at this point we can't afford to fall behind. Even if that means they keep investing into this bubble. Because if we win the pay off will be massive and we would be the masters of the rest of the world.

[cherokeetroy]

I got into IONQ, and my position has doubled. Probably should have other exposure since it’s a startup, but the whole industry just skyrocketed so I don’t want to buy more at these levels.

Ive actually started building a position with a startup that is allegedly rolling out a new kind of generator that technically isn’t internal combustion. They claim it is ultra clean emissions wise, efficient enough you’d just want to run it, and fuel agnostic so it can run on multiple different fuels with clean swaps. It’s high risk so I wouldn’t recommend it to most. But being in the industry the reward and risk meet my tolerance.

edit: I also want to reiterate the whole AI/Quantum could be a bubble. It’s not turning a profit, and is basically an arms race. I mainly have it open as a gamble. But at this point it’s propping up the market, so I think they’ll keep it chugging as long as they can.

It's a bubble like the dot.com bubble 

It'll burst and all the vaporware, grift and gimmicks will dissipate leaving the key players intact which will then serve as the foundation for the new system

[CriticalStinker]

It's a bubble like the dot.com bubble 

It'll burst and all the vaporware, grift and gimmicks will dissipate leaving the key players intact which will then serve as the foundation for the new system

All possibilities are on the table to me.

Some of these may get bought, some may end up being key players, but your hypothesis could be true too.

Amazon, Meta, X… These are all relatively new players in the grand scheme of things. They weren’t considered legacy tech companies even ten years ago. So it is possible for underdogs to prevail, even in a quasi oligarchy.

Hell, even Apple was on the verge of slipping into obscurity before the iPhone, which was only 2007.

I don’t put all my eggs in one basket, and I make sure to take profit.

I think I have a little bit of a different take because I know what goes into these data centers, and to some extent even if there is no profit, and I’d warn people to be cautious while investing, you don’t just roll out gigawatt data centers without confidence.

You need multiple three phase power utility connections coming from different transformers for redundancy, multiple ISP connections, at least double the load in capacity for battery backup in case one unit goes down, and double the load in generators with a two week fuel supply, and someone on retainer to fill that asap.

Ive toured and project managed some of these systems, one in the main data centers without confidence for a Fortune 500 company. They were triple redundant onsite, and even had a complete mirror of the data center half way across the system in case something catastrophic happened.

We sometimes run into issues getting the proper utility lines into a new build just for a 10mW center, so the 1gW+ are serious gambles.

It’s going to be hard to predict. I have positions in he industry because if it’s all successful, I might be out of a job. And if it pops, the economy is going to be murdered for a while. Luckily, most of our regular customers aren’t AI, but I still want a safety net on my own terms.

[cherokeetroy]

All possibilities are on the table to me.

Some of these may get bought, some may end up being key players, but your hypothesis could be true too.

Amazon, Meta, X… These are all relatively new players in the grand scheme of things. They weren’t considered legacy tech companies even ten years ago. So it is possible for underdogs to prevail, even in a quasi oligarchy.

Hell, even Apple was on the verge of slipping into obscurity before the iPhone, which was only 2007.

I don’t put all my eggs in one basket, and I make sure to take profit.

I think I have a little bit of a different take because I know what goes into these data centers, and to some extent even if there is no profit, and I’d warn people to be cautious while investing, you don’t just roll out gigawatt data centers without confidence.

You need multiple three phase power utility connections coming from different transformers for redundancy, multiple ISP connections, at least double the load in capacity for battery backup in case one unit goes down, and double the load in generators with a two week fuel supply, and someone on retainer to fill that asap.

Ive toured and project managed some of these systems, one in the main data centers without confidence for a Fortune 500 company. They were triple redundant onsite, and even had a complete mirror of the data center half way across the system in case something catastrophic happened.

We sometimes run into issues getting the proper utility lines into a new build just for a 10mW center, so the 1gW+ are serious gambles.

It’s going to be hard to predict. I have positions in he industry because if it’s all successful, I might be out of a job. And if it pops, the economy is going to be murdered for a while. Luckily, most of our regular customers aren’t AI, but I still want a safety net on my own terms.

I think Trump's announcement, today cinched it

We're transitioning to digital 

They'll collapse the fiat monetary system and switch to crypto & stablecoin 

The rails for the new system are already up and running

[RichardHurt]

I think Trump's announcement, today cinched it

We're transitioning to digital 

They'll collapse the fiat monetary system and switch to crypto & stablecoin 

The rails for the new system are already up and running

I've known about the fiat to digital for many years now.
I don't know what Trump said today but I was told by 2027 the US financial system will be 100% digital.

[cherokeetroy]

I've known about the fiat to digital for many years now.
I don't know what Trump said today but I was told by 2027 the US financial system will be 100% digital.

Same
I've been following developments since Trump’s 1st term
It's an inevitability 

What surprises me is how many people are still unaware or in denial when it becomes more evident with each passing day

It's like you're speaking a foreign language