This is such useful information with behind the scenes (and above the clouds!) insights you can't find anywhere else. It seems reality is catching up to the hype as far as widespread plans for data center builds. Coupled with surging across-every-demographic opposition to local construction, as reported by Heatmap News yesterday, the next few years will be a wild ride. Thanks for your in-depth reporting as always.
> The most notable projects are xAI’s Colossus 1 and 2 outside of Memphis. Since 2024, Elon Musk’s company has bought or leased dozens of mobile turbines. Today, these generators have a combined capacity of 1.5 GW—enough to make xAI’s data center the largest in the world.
Worrying how much of this will echo the same posturing of major tech companies swearing they were building their own renewable projects and going 100% net zero only to back out on that (even more quickly than the skeptical among us may have expected)
This is such useful information with behind the scenes (and above the clouds!) insights you can't find anywhere else. It seems reality is catching up to the hype as far as widespread plans for data center builds. Coupled with surging across-every-demographic opposition to local construction, as reported by Heatmap News yesterday, the next few years will be a wild ride. Thanks for your in-depth reporting as always.
Thanks Eugene! Appreciate the kind comment.
> The most notable projects are xAI’s Colossus 1 and 2 outside of Memphis. Since 2024, Elon Musk’s company has bought or leased dozens of mobile turbines. Today, these generators have a combined capacity of 1.5 GW—enough to make xAI’s data center the largest in the world.
Well, in _this_ world at least. The SpaceX IPO prospectus (https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm) talks about “AI compute satellites in Sun-synchronous orbit.”
Tired: Data centers NIMBY
Wired: Data centers NOMP (Not on my Planet)
(Disclaimer: Have requested some shares.)
Worrying how much of this will echo the same posturing of major tech companies swearing they were building their own renewable projects and going 100% net zero only to back out on that (even more quickly than the skeptical among us may have expected)