3 ms·
but you forgot the 80B from MSFT and 60B from META in 2025 alone? I assume quite a chunk of that investment will be going to NVDA. Stargate wise, it's a joke,
by synergy20 2y ago
but you forgot the 80B from MSFT and 60B from META in 2025 alone? I assume quite a chunk of that investment will be going to NVDA.
Stargate wise, it's a joke, they have no money for their lip service.
- paxys 2y agoMost of it will go towards energy. These companies are building literal power plants to power their data centers.
- SteveNuts 2y ago>These companies are building literal power plants to power their data centers. Have any companies publicly announced doing that, let alone actually started the process of building?
- iamdeedubs 2y agoOne example of restarting a previously shuttered nuclear power plant to power a data center. https://www.technologyreview.com/2024/09/26/1104516/three-mile-island-microsoft/ https://www.technologyreview.com/2024/09/26/1104516/three-mi... Although the fine print is that it will be dumping power into the grid to be pulled out by various DCs vs powering them directly
- paxys 2y agoThere is an ongoing debate about these companies drawing direct power from private plants vs going through the grid, but I can't see why big tech won't win in the end, especially in today's environment of deregulation.