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Re: Energie!

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Lars Gebauer schrieb:
> https://x.com/StockSavvyShay/status/1984964453906227654
> 
> | $MSFT CEO Satya just made one of the most revealing comments of the
> | entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks
> | that cannot be turned on because there is not enough energy to feed
> | them. The real constraint is not compute but power & data center
> | space.
> |
> | This is exactly why access to powered data centers has become the new
> | leverage point.
> |
> | If compute is easy to buy but power is hard to get, the leverage moves
> | to whoever controls energy & infrastructure. Every new data center
> | that $MSFT, $GOOGL, $AMZN, $META & $ORCL are trying to build needs
> | hundreds of megawatts of steady power. Getting that energy online now
> | takes years which means the players who locked in power early & built
> | vertically across the stack are the ones with real control.
> |
> | Hyperscaler growth is no longer defined by how many GPUs they can buy
> | but by how quickly they can energize new capacity.
> |
> | Satya’s other point about not wanting to overbuy one generation of
> | GPUs matters just as much. The refresh cycle is shortening as Nvidia
> | releases faster chips every year which means the useful life of a GPU
> | now depends on how quickly it can be deployed into production. When
> | power & space are delayed then that GPU loses value before it ever
> | produces a dollar of compute revenue.
> |
> | Satya just validated why my DCA plan remains overweight in the AI
> | Utility theme. The AI economy will scale at the rate power comes
> | online, not at the rate chips improve. The next phase of AI
> | infrastructure growth will belong to whoever can energize capacity
> | faster than demand expands.
> |
> | Power has become the pricing layer of intelligence: $IREN, $CIFR,
> | $NBIS, $APLD, $WULF, $EOSE, $CRWV
> 
> Deutschland sollte dringend noch ein paar Kraftwerke sprengen, um so Platz 
> für eine angebotsorientierte Energieversorgung zu schaffen:

Und, ganz besonders wichtig: Jegliche verfügbare Primärenergie muss 
unbedingt in elektrische Energie verwandelt werden. Wo kämen wir denn hin, 
wenn irgendeine natürlich oder juristische Person unabhängig davon sei, dass 
man ihr den Stromanschluss nicht drosselt oder gar abschaltet.

Smartmeter, smarte Wallboxen und Ladepunkte sind realexistierend. Aber das 
sind sicherlich alles nur Verschwörungstheorien

> 
> | Die Mega-Datenzentren in den US führen zu einer massiven CO2 Belastung
> | durch Gasverbrennung. Europa braucht eigene Zentren und muss für Daten
> | und Energie (durch Wind und Solarkraft) unabhängig von fossilen
> | Importen werden. Der Umbau würde uns mehr Wachstum und Wohlstand
> | bringen.
> 
> https://x.com/Karl_Lauterbach/status/1985306500806398277


-- 
  Mit freundlichen Grüßen
    Andreas Bockelmann

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Energie! Lars Gebauer <lgebauer@live.de> - 2025-11-04 23:10 +0100
  Re: Energie! Andreas Bockelmann <xotzil@gmx.de> - 2025-11-05 06:20 +0100
    Re: Energie! Hermann Riemann <nospam.ng@hermann-riemann.de> - 2025-11-05 07:20 +0100
    Re: Energie! Dietz Proepper <dietz.usenet@rotfl.franken.de> - 2025-11-05 08:59 +0100

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