Data Centers, Inc.

"Buckle up and hold on. This ride is just starting. Data centers are a thing of the present and will be more so in our future. Where will this put us? Squarely in the future. But the caveat remains. AI will either make us or break us."

 

Data centers. Been around for a while and now are going on a growth spurt. Why? AI, of course. Actually, data centers are pigs when it comes to consuming energy and water. So then, why are we building data centers where water is scarce and energy is at a premium? Good question. Project Stargate by itself will be a huge user of power and water. And the construction, which is taking place right now for Stargate, is only the start.

Hot off the press! Now Nvidia is going to be allowed to sell some AI chips to China. This is all part of the business strategy of Nvidia chairman Jensen Huang. He knows for at least right now, his AI chips are the best of class. EVERYBODY in every AI seeking country - wants them. That means more chips made here, more water, more electricity needed. And where in the world will all this power come from?

In 2024, 4% of all power produced in this country went towards data centers. That was 183 terawatt hours. As the expression goes, that is not nothing! And that is going to do nothing but increase. It is estimated that by 2030 (four years from now), this energy requirement will double. And then go up from there. The question begs to be asked, where will all this power come from? Not from windmills. Better start thinking small nukes and get them permitted. Otherwise, we will be up that certain creek with no paddle.

Here is the grim reality. Data centers, now that AI is the golden fleece of the future, are not a passing fad. They ARE the future. Whomever has the best technology along with the best infrastructure to manufacture and sell the world's best AI chips - will rule the roost. Right now, we are in the catbird seat. But China is close behind, and has no compunction at all, about building as many coal plants as they can to be number one in AI. 

Buckle up and hold on. This ride is just starting. Data centers are a thing of the present and will be more so in our future. Where will this put us? Squarely in the future. But the caveat remains. AI will either make us or break us. Some think AI could even kill us. Do we have enough guardrails to ensure this new technology will be safe for us? Good question. No answers yet, but still - a good question.