Tom
Aging geek.
Lefty on a line somewhere between Anarco Syndicalism and Nordic Social Democracy.
Excited by clean energy, ecology, biodiversity and wilding.
Desperately trying to hang onto some nuance in a world of microblogging.
He/Him
This is important 60GWh is certainly a big step on the scaling road for sodium-ion.
I am wondering if Trump thinks this is his best card? It's fits with his comment that Iran's oil infrastructure will "blow up" in a few days.
https://oilprice.com/Energy/Energy-General/Irans-Oil-Industry-Faces-a-Geological-Time-Bomb.html
And he may be right. OTOH it may leave him facing off against an Iran that has ZERO reason to ever let anyone use the Straight of Hormuz without exacting a big toll. Or just to leave it shut.
I assume the data centers that were planned to go-live in 2026 (but are not) have already bought the Nvidia chips? (otherwise they risked having building, power and racks but no AI).
What is happening to those chips now? I assume 2026 chips will not be popular in 2027/28?
https://futurism.com/science-energy/data-centers-construction-supply
https://www.thebignewsletter.com/p/code-red-why-your-city-cant-affordor
https://www.youtube.com/watch?v=8JcCISp5S64
Ambulances in USA - $500,000 and 3 year waitlist.
Ambulances (Same chassis as USA) in China <$50,000 and 90 day delivery time.
Difference - UAS Ambulance manufacturing competition has been eliminated by Private Equity. Competition is still full-on in China.
Isn't this mean't to be the other way round?
I know she didn't actually say it but I'm still going with this:
"If I can't dance, I don't want your revolution!"
(Even though I'm painfully self conscious and require chemical assistance to get me out there, it's still true)
Is there any actual use case for orbital data centers? They are no good for training (need loads of power (=heat) and network latency would cripple training times). Inference - might as well build small distributed DCs on the ground. And the cost is 3-5 times (minimum) what it would cost to build on the ground, leaving aside the pollution of all those 10s of thousands of launches.
Why are people even considering this?
I cannot begin to express how excited I am about this! 😃
The Lovecraft Investigations are out on a new investigation!
