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I don't believe that Stargate is "yesterday's data center". It's being built in multiple phases and Oracle has access to Nvidia's roadmap. They know 200 kW/rack
by wmf 8mo ago
I don't believe that Stargate is "yesterday's data center". It's being built in multiple phases and Oracle has access to Nvidia's roadmap. They know 200 kW/rack is coming. The newer phases could easily be built out to support Rubin and Feynman.
- harry8 8mo agoSo what's the theory that goes with this about why cnbc are reporting that openai are walking because they want newer nvidia hardware? CNBC are clueleess? People at openai are lying to cnbc? cnbc are fabricating stories while drunk? There has to be some theory to explain the story to be consistent with this comment.
- wmf 8mo agoSomething is probably happening but I don't know what it is. Maybe this is really a negotiation over price.
- collabs 8mo agoI agree with you more than I agree with the parent comment. To use the hit HBO TV show silicon valley analogy, it is far more likely that "the bear is sticky with honey" will happen at Oracle than at Open AI. Some kind of game of telephone gone wrong at some point and now the people responsible at Oracle must double down in order to kick the can to the next quarter and not appear clueless. Statutory disclaimer: I am not affiliated with either Open AI or Oracle and have no insider information. All of this is mere conjecture and has no basis in reality.
- TacticalCoder 8mo ago> CNBC are clueleess? That sounds about right. > People at openai are lying to cnbc? Remove "to cnbc" and that's a yes. > cnbc are fabricating stories while drunk? Maybe not drunk but likely high.
- cyanydeez 8mo agoOpenAI is a unreliable narrator as long as Sam is in charge. Full stop. EM_DASH.
- reilly3000 8mo agoYes and CNBC is comically rife with payola content. I just want to know who’s buying.
- tiahura 8mo agoDiedra is a solid reporter with pretty good access and understanding.
- leptons 8mo ago>cnbc are fabricating stories while drunk? Don't forget the possibility that it's AI slop.
- tiahura 8mo agoDiedra Bosa is a good journalist.
- HolyLampshade 8mo ago200 kW/rack is absolutely insane to me. The power consumption of these facilities is just...ridiculous.
- Bombthecat 8mo agoSince you and me and everyone else will foot the elecricy bill. Energy consumption or efficiency is not a concern.
- dylan604 8mo agoIt's the water use that concerns me
- speed_spread 8mo agoIn theory the water stays clean and can be reused. But I assume these cheapskates will go for evaporative cooling everytime? Then yeah, we need laws against that.
- carlosft 8mo agoI keep hearing people claiming that water is just as much as issue as energy for operating these DCs, but that just doesn't make any sense to me. However, I haven't had to step inside a DC for almost two decades.
- fc417fc802 8mo agoContinuously dissipating 1 gigawatt of energy by boiling room temperature water would require approximately 1.38 million liters of water per hour. Seems like the environmentally responsible thing to do be to build the datacenter near the coast and use the waste heat to desalinate water. Or at least dissipate the heat into the ocean rather than boiling off an inland freshwater supply.
- 8mo ago