buddy

@OnyxAurelius @TheSpeculator0 @groyplax to be fair it would be a lot less work to do the former

@TheSpeculator0 @groyplax What’s funnier is that they think she’d trade effectively USD 2-3 million of OF revenue over a year (and then it’ll dry up) for the continued high 6 figures-to-low single digit 7 figures she’ll be able to print for the next 30 years.

banking titles are so funny with everyone thinking executive director == high level banking executive

@jahckd yeah the info on subsea and optical networking is mostly not available on hobbyist websites and generally has less coverage

@mor0sey there's plenty of public info on undersea cables. you don't need to look much further than the academic literature. i think their rag system isn't linked to anything academic, and you won't find the specialist components needed listed on places like mouser.

pretty cool tool, but it does make some things sound a little bit too easy.

@jahckd why do you think? not enough public info about subsea?

@mor0sey i made a burner acct, so i can't go back to the outputs, but it plodded along for 5 minutes and then shat itself, saying the request couldn't be completed. that's pretty much all i got from it tbh.

@quantian1 @drumm_colin does that apply to the profit rate of all firms?

@drumm_colin We have 80+ years of economic data demonstrating that corporations can maintain constant profit rate and return on capital so long as they can make capital investments that exceed the rate of depreciation even if the labor share is constant or rising, as predicted by Kalecki.

Generally speaking, is there anything that could happen that would cast doubt on Marx's theory of capitalism? If so, what is it.

@jahckd let’s see the output

this one fully broke it.

@Object_Zero_ @GideonOPowell @CJHandmer AWS acquired 1.2GW of solar + storage development in Oregon on a fire sale, sited and permitted ready to break ground. it’s next door to a 300MW solar + wind development that was developed and built in 3 years by NextEra. it’s really not that hard

@GideonOPowell @CJHandmer Is there a 10x10 mile parcel you can buy? Maybe someone does a South Dakota style BLM auction again? But none of the 1,200 largest data centers in the world are powered with dedicated solar.

This 100MW data center in UAE is the largest solar powered datacenter in the world. There are currently 1,300 data centers in the world that are bigger than this one, but this one is the largest solar powered one. That’s 10 square kilometres of solar panels you can see. The datacenter itself is 0.02 square kilometres, so a solar powered datacenter is ~500x larger than a data center using any other form of power. A five hundred times larger site. UAE has some of the highest solar irradiance anywhere on Earth, it is an inhospitable desert. Averaging 9.7 hours of sunlight per day with average irradiance above 2,200 kWh/m^2. If you build this somewhere else, you need more solar panels because your irradiance will almost certainly be lower. Even if the world had an infinite supply of free solar panels, solar power will not be free. Anyone who has ever done major capital projects, who looks at where data centers need to be in the next 5 years and the next 10 years… we know it aint solar. Sorry. You struggle to even build a train track that’s 100 miles long and 10ft wide anywhere in the West, there is zero chance of build 100 square mile solar farms for GW compute. This is why people are talking about space compute. Deploying into space is one strategy to solve the constraints. But there are faster and more scalable strategies, that get you to mass deployment of multi GW data centers. There are strategies that also allow you to power the 10 billion robots and their newtonian actuators, that immediately follow the inference demand cycle. Step back and look at the full cycle of this industrial revolution… There will be billions of chips, but there will be trillions of actuators. This biggest part of this revolution is the embodiment cycle, and it’s big by a factor of 20 or 50x over the stuff that comes before it. There is no analogy in human history for the scale of this economy, of the demand it will place on energy and commodities. The humans own the Earth, and if you exist inside their legal system, they won’t let you turn the surface of their planet into glass. But they do want your chips and your actuators to serve their needs and desires. There is a way to do all of this, and so it will happen.

@jaeporeon @Matthuber78 @hollyjeanbuck yeah DCs are easier than cement to decarbonize to be clear. which is i’m sure what HJB said

I interviewed @hollyjeanbuck about that Jacobin data center article and asked how banning these facilities causes “equity concerns”. Here was her answer, followed by her take on data centers and climate change.

@chaumian @starbased_ servers are outside the restaurant, i guess it’s possible but doesn’t appear to be an outdoor dining type joint

chinese friend just sent me this

@TheStalwart Same in the LA area

One thing I did not realize until having kids in NYC public schools is how much variable auxiliary fundraising occurs at each specific location. So even if you divide the tax pie in a perfectly egalitarian manner, schools with wealthier parents will still end up with more.

@clutch131313 @Ben_Inskeep no, and they can’t build it, and the data centers won’t get built

@Ben_Inskeep Do Indiana utilities have the power generation capacity to cover the addition requirements?

Indiana electric utilities now have ~8,700 MW of new data center load under executed contract with Amazon, Google, Meta, and Microsoft. That's equivalent to 2x all household electricity consumption in Indiana. Dozens of additional DCs have been proposed. We need a moratorium.

@ENaughtius @ErnestScheyder what chemistry do you expect grid scale batteries will use?

My one big question here is this: Does anyone actually think Maine will ever permit an open-pit lithium mine?

@judgeglock @mnolangray @lymanstoneky NoVA is a unique area for DC development though, it has a talent pool unrivaled on earth and the best access to peering and transit in possibly the world. their bargaining position is naturally stronger than anywhere else’s can be. but i agree with you

@mnolangray @lymanstoneky Yes, but as I try to show in the piece, the local service costs for these are so low that it's still almost always a big fiscal boon for the local area (even with exemptions).

Wild to me localities are banning data centers when you could instead just get data centers and slash your residential property taxes and make literally everybody better off

@fredstaffordcs you’d think he had never heard of HJB before

That this cowardly wiener rebuts the arguments with claims they're "made in bad faith to punch left" should tell you a lot about the seriousness of the debate and about the role of NGO directors in defining themselves to be the left.

Current count of people who block me being RT'd into my timeline to complain about Holly Buck's Jacobin essay on data centers: 2

@SlBrandin Are you saying a better transmission end-state would extend beyond west Texas to extant industrial load centers?

This is part of why developing data center infrastructure in west Texas is preposterously short sighted and leaves all Texas ratepayers with a raw deal when considering the consequences of suboptimal transmission expansion Even if all new tx expansion is theoretically paid for privately, we waste time, resources and opportunity cost on what could’ve otherwise been expansion to support the load centers and core engines of the industrial economy which then would allow us to financing bringing all west Texas energy (gas, wind, solar) to locations where their use can be maximally utilized (and the costs can be maximally socialized)

For this to be even remotely possible, we need to optimize the expansion of the grid to maximize transmission hosting capacity serving both immediate data center demand and longer term industrial expansion while minimizing required circuit miles

@lithos_graphein @protokultur @Ben_Inskeep good or bad for Indianans?

Silicon Midwest. SK Hynix started construction of its ($4B) chip packaging fab in West Lafayette, Indiana. It's right next to Purdue University, which has positioned itself as a major player in semiconductor workforce training.

@KentleighE @bigboybokchoy @rob_mcrobberson ZZ

@bigboybokchoy @rob_mcrobberson Why not ":x"?

accidentally entered a tmux command into the managers gchat w like 200 ppl on it instead of my terminal hows ur day

@Ben_Inskeep Ben, doesn’t performing faster interconnection studies and building new grid infrastructure to support new generation increase utility rates for consumers, at least in the short term, much like data centers?

Infuriating to see 469 MW of I&M solar projects are delayed 2+ years due to an incompetent PJM interconnection process.🤬

@emmaalpern i was admitted to marlboro in 2019, went elsewhere and heard about their closure in the spring of the next year(?). i remember thinking “500 seems too small.”

goodbye Hampshire, Goddard, Marlboro, my high school, all the weird, small, utopian educational experiments we don't understand the value of anymore

@1031CRE @dirtcheapbanks em dash + “that’s not x, that’s y”:

@dirtcheapbanks I can’t tell if this schtick is real or fake. Legitimately asking @dirtcheapbanks are you for real?

Called the investor relations line for a $30M market cap bank and got transferred to the CEO's cell phone. He was at his kid's soccer game and spent ten minutes explaining their loan-to-deposit ratio while yelling "good hustle, Madison!

@1031CRE @dirtcheapbanks there might be a grain of truth in there, but i think all these posts are AI. same formula every time, subtly lackluster but witty one liners, perfect spelling and punctuation