zlacker

>>tin7in+(OP)
What nobody is talking about here is that there is no more power available in the US. All the FAANGS have scooped up the space and power contracts.

You can buy all the GPUs you can possibly find. If you want to deploy 10MW+, it just doesn't exist.

These things need redundant power/cooling, real data centers, and can't just be put into chicken farms. Anything less than 10MW isn't enough compute now either for large scale training and you can't spread it across data centers because all the data needs to be in one place.

So yea... good luck.

>>latchk+Sh1
With things like solar and wind installs becoming more off-the-shelf, is there any path there? What does 10MW of solar/wind look like? Are we talking the size of a big ranch or the size of a small county?

>>vorpal+Vi1
It doesn't matter, this stuff wants/needs to be deployed yesterday, not in 2-3 years. I'm starting with raw power, but even that isn't the limiting factor... it goes deeper... try to buy a bunch of large transformers, those are year long waitlists.

Texas has a lot of wind. At this scale, it is mostly grid power anyway. Grid is a mixture of everything. Oh and solar has this pesky issue of not working in the evening, so then you have another problem... storage. ;-)

I should add... you want backup generators for your UPS systems? Those are a 4.5 years backlog.

>>latchk+Ej1
With AI training, unlike a lot of datacenter work, you have the option to "Make models when the sun shines" and just turn things off at night. That'll push you towards cheaper but less power efficient older node compute but I think the business case should work.

Right now in the US there's about as much proposed renewable production planned and awaiting permitting as their is currently installed. It's the grid connections that are the long pole in expanding renewable use right now. And since the voltage that a solar panel outputs is pretty close to the voltage a GPU consumes you've got some more savings there.

There are still a lot of challenges with that but in general I think people should be looking for ways to collocate intermittent production of various things with solar farms right now, from AI models to amonia.