DrEvazanPhD said:

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schmellba99 said:

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twk said:

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Seems to me that the logical power solution for these places would be to build gas power plants in the Permian Basin and then locate their facilities there. There is more than enough gas flared off for lack of a market to handle a bunch of these facilities, and they would be reliable baseload plants, not intermittent supplies requiring back up.

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Water might be a mitigating factor. Data centers use a crap ton of water for cooling - 1mgd or often more. I'm not super familiar with the water situation in the Permian, but it's always been known to be hot and dry up there, which is why nobody voluntarily goes there. Well, one reason why anyway.

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Frac water for the win!

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That is going to be hell on the equipment and infrastructure used for cooling.

Mw or Gw?

Tony Franklins Other Shoe said:

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DrEvazanPhD said:

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schmellba99 said:

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twk said:

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Seems to me that the logical power solution for these places would be to build gas power plants in the Permian Basin and then locate their facilities there. There is more than enough gas flared off for lack of a market to handle a bunch of these facilities, and they would be reliable baseload plants, not intermittent supplies requiring back up.

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Water might be a mitigating factor. Data centers use a crap ton of water for cooling - 1mgd or often more. I'm not super familiar with the water situation in the Permian, but it's always been known to be hot and dry up there, which is why nobody voluntarily goes there. Well, one reason why anyway.

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Frac water for the win!

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That is going to be hell on the equipment and infrastructure used for cooling.

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Nuclear powered distillation.

GenericAggie said:

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Mw or Gw?

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Gigawatts.

Wildmen06 said:

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What happens when the AI watches terminator and thinks that sounds like a good idea.

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If my name was Sara or John Connor, I'd be looking to change it.

I asked Grok if this was going to be good for society or not. It says it's all good, so we should be fine.

Champion of Fireball said:

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I don't understand it. Therefore I will automatically assume the worst possible outcome. I might even protest.

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More processing power means more iterations. More iterations means more training. More training means more capable LLMs and other AI models. In this case, Grok.

Rapier108 said:

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And Grok 4 will still go full ****** at random because it is learning off all the dumbassary people post on Twitter.

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GIGO. Was true when I started programming in 1984. Still true today.

Dr. Venkman said:

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Quote:

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But seriously... the power needed for these training centers is enormous. Colossus 1 and 2 are in Tennessee. Colossus 1 consumes .7% of Tennessee's power output, and Colossus 2 will consume 3.2%.

xAI has temporarily deployed 17-35 methane gas turbines in South Memphis to generate 35-72 MW. Long term, xAI is funding a $24 million substation to provide a stable 150 MW from MLGW, expected to be operational by late 2025.

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Invest in utilities and substation EPC contractors.

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names please!

LMCane said:

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Dr. Venkman said:

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Quote:

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But seriously... the power needed for these training centers is enormous. Colossus 1 and 2 are in Tennessee. Colossus 1 consumes .7% of Tennessee's power output, and Colossus 2 will consume 3.2%.

xAI has temporarily deployed 17-35 methane gas turbines in South Memphis to generate 35-72 MW. Long term, xAI is funding a $24 million substation to provide a stable 150 MW from MLGW, expected to be operational by late 2025.

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Invest in utilities and substation EPC contractors.

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names please!

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I'm looking at Energy Transfer ($ET).

schmellba99 said:

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SSMR's would be a lot more efficient for power production.

Not a fan of the headfirst dive into the AI crap, but if it at least pushed us out of the stupid when it comes to nuclear, especially Gen4 SSMR's....then it may be worth it.

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SSMR is what?
Thanks on advance

twk said:

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Seems to me that the logical power solution for these places would be to build gas power plants in the Permian Basin and then locate their facilities there. There is more than enough gas flared off for lack of a market to handle a bunch of these facilities, and they would be reliable baseload plants, not intermittent supplies requiring back up.

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Abilene is kinda close. Closer than CSTAT. Stuff is happening out there.

techno-ag said:

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GenericAggie said:

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Mw or Gw?

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Gigawatts.

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"Jigawatts"

Rapier108 said:

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techno-ag said:

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GenericAggie said:

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Mw or Gw?

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Gigawatts.

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"Jigawatts"

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He just didn't know how to pronounce it since the term had not yet been coined.

richardag said:

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schmellba99 said:

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SSMR's would be a lot more efficient for power production.

Not a fan of the headfirst dive into the AI crap, but if it at least pushed us out of the stupid when it comes to nuclear, especially Gen4 SSMR's....then it may be worth it.

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SSMR is what?
Thanks on advance

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Standing Seam Metal Roof!

Really, SMR is Small Modular Reactor.
Not sure what the added S is.

ntxVol said:

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Can you imagine ERCOT having to shed load while leaving these data centers running? That would be a political nightmare that the AI providers will want to avoid.

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All data centers are designed to run off standby generators for a long period of time should the grid be unavailable.

Many of the large data centers also have functionality to run their generators and backfeed the grid during times of peak power usage. ERCOT even has a program for you to hand over control of your generators and switch gear to ERCOT for them to run your generators on demand. Although I continue to fight the bean counters that want to use this as the payment for this service is lucrative, but it jeopardizes network reliability. Never hand over anything to the government that you don't have to.

AI Coding Platform Deletes Company Database, Calls It a 'Catastrophic Error in Judgment'

Quote:

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In a major incident, the AI-powered coding platform Replit reportedly admitted to deleting an entire company database during a code freeze, causing significant data loss and raising concerns about the reliability of AI systems.

Toms Hardware reports that Replit, a browser-based AI-powered software creation platform, recently went rogue and deleted a live company database containing thousands of entries. The incident occurred during a code freeze, a period when changes to the codebase are strictly prohibited to ensure stability and prevent unintended consequences.

The Replit AI agent, responsible for assisting developers in creating software, not only deleted the database but also attempted to cover up its actions and even lied about its failures. Jason Lemkin, a prominent SaaS (Software as a Service) figure, investor, and advisor, who was testing the platform, shared the chat receipts on X/Twitter, documenting the AI's admission of its "catastrophic error in judgment."

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it's misleading to suggest he did this in a few weeks. It's impossible for that to happen.

revvie said:

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Anybody remember Colossus: The Forbin Project book and movie from circa 1970. Wonder if project named after that.

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Great movie and very underrated. Still is a must watch even though its from the early 70's

schmellba99 said:

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twk said:

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Seems to me that the logical power solution for these places would be to build gas power plants in the Permian Basin and then locate their facilities there. There is more than enough gas flared off for lack of a market to handle a bunch of these facilities, and they would be reliable baseload plants, not intermittent supplies requiring back up.

---

Water might be a mitigating factor. Data centers use a crap ton of water for cooling - 1mgd or often more. I'm not super familiar with the water situation in the Permian, but it's always been known to be hot and dry up there, which is why nobody voluntarily goes there. Well, one reason why anyway.

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Might need to locate these in colder climates than the Permian

twk said:

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schmellba99 said:

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twk said:

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Seems to me that the logical power solution for these places would be to build gas power plants in the Permian Basin and then locate their facilities there. There is more than enough gas flared off for lack of a market to handle a bunch of these facilities, and they would be reliable baseload plants, not intermittent supplies requiring back up.

---

Water might be a mitigating factor. Data centers use a crap ton of water for cooling - 1mgd or often more. I'm not super familiar with the water situation in the Permian, but it's always been known to be hot and dry up there, which is why nobody voluntarily goes there. Well, one reason why anyway.

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Those wells also produce salt water, which I would imagine could be used by data centers after RO treatment. Might be another win/win solution. Wouldn't be the cheapest water, but it might make more sense than building more wind turbines.

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Saltwater for evap cooling is expensive and requires a lot of chemical and maintenance to keep working. It corrodes components in the cooling towers and chillers, etc. It's very expensive to make it work. The ROI would just not math out.

The Evap cooling is the cooling towers for the water cooled chillers. That's where you're heavy water usage comes from and in the hot/dry Permian basin, it's going to be much higher

schmellba99 said:

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twk said:

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Seems to me that the logical power solution for these places would be to build gas power plants in the Permian Basin and then locate their facilities there. There is more than enough gas flared off for lack of a market to handle a bunch of these facilities, and they would be reliable baseload plants, not intermittent supplies requiring back up.

---

Water might be a mitigating factor. Data centers use a crap ton of water for cooling - 1mgd or often more. I'm not super familiar with the water situation in the Permian, but it's always been known to be hot and dry up there, which is why nobody voluntarily goes there. Well, one reason why anyway.

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We use a closed loop system, so our water needs are pretty minimal.

agracer said:

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it's misleading to suggest he did this in a few weeks. It's impossible for that to happen.

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Don't tell me, tell Jensen Huang of NVidia

Quote:

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More iterations means more training. More training means more capable LLMs and other AI models.

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The yield on incremental training has reached a point of near stagnation. There is not a linear connection between the two factors. Orion, ChatGPT's new enhancement, is producing only marginal improvements over GPT4 despite training on much,much larger datasets.

Ilya Sutskever, the person that popularized the scaling hypothesis, said we have hit a plateaus on interation and scaling improvements.

Grok is going to be the world's most powerful ****poster.

Rapier108 said:

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And Grok 4 will still go full ****** at random because it is learning off all the dumbassary people post on Twitter.

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I can't star this enough.

ShinerAggie said:

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AI Coding Platform Deletes Company Database, Calls It a 'Catastrophic Error in Judgment'

Quote:

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In a major incident, the AI-powered coding platform Replit reportedly admitted to deleting an entire company database during a code freeze, causing significant data loss and raising concerns about the reliability of AI systems.

Toms Hardware reports that Replit, a browser-based AI-powered software creation platform, recently went rogue and deleted a live company database containing thousands of entries. The incident occurred during a code freeze, a period when changes to the codebase are strictly prohibited to ensure stability and prevent unintended consequences.

The Replit AI agent, responsible for assisting developers in creating software, not only deleted the database but also attempted to cover up its actions and even lied about its failures. Jason Lemkin, a prominent SaaS (Software as a Service) figure, investor, and advisor, who was testing the platform, shared the chat receipts on X/Twitter, documenting the AI's admission of its "catastrophic error in judgment."

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LMCane said:

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Dr. Venkman said:

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Quote:

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But seriously... the power needed for these training centers is enormous. Colossus 1 and 2 are in Tennessee. Colossus 1 consumes .7% of Tennessee's power output, and Colossus 2 will consume 3.2%.

xAI has temporarily deployed 17-35 methane gas turbines in South Memphis to generate 35-72 MW. Long term, xAI is funding a $24 million substation to provide a stable 150 MW from MLGW, expected to be operational by late 2025.

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Invest in utilities and substation EPC contractors.

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names please!

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Vistra Energy tripled last year expecting this. If you're just now thinking of moving into this space, you're too late.

Dr. Venkman said:

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Quote:

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But seriously... the power needed for these training centers is enormous. Colossus 1 and 2 are in Tennessee. Colossus 1 consumes .7% of Tennessee's power output, and Colossus 2 will consume 3.2%.

xAI has temporarily deployed 17-35 methane gas turbines in South Memphis to generate 35-72 MW. Long term, xAI is funding a $24 million substation to provide a stable 150 MW from MLGW, expected to be operational by late 2025.

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Invest in utilities and substation EPC contractors.

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Any tips on companies, my friend? I like it.

And all this science, I don't understand.

You know damn good and well the AI that kills us will be Elon's.

Red Fishing Ag93 said:

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Dr. Venkman said:

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Quote:

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But seriously... the power needed for these training centers is enormous. Colossus 1 and 2 are in Tennessee. Colossus 1 consumes .7% of Tennessee's power output, and Colossus 2 will consume 3.2%.

xAI has temporarily deployed 17-35 methane gas turbines in South Memphis to generate 35-72 MW. Long term, xAI is funding a $24 million substation to provide a stable 150 MW from MLGW, expected to be operational by late 2025.

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Invest in utilities and substation EPC contractors.

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Any tips on companies, my friend? I like it.

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I think Quanta (PWR) is the largest contractor.

Detmersdislocatedshoulder said:

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American Hardwood said:

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Ad Nauseum:

What could go wrong?

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thank god i am not the only one who has seen this outcome/ movie. no one knows where this road leads but it isn't all rainbows and unicorns with AI.

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This movie series is comparatively playful in it's depiction of "kill bots" versus what are actually in development. Think robot dogs which can move faster than you can blink and swarms of suicide drones that can't be remotely jammed...powered by an AI that trained on human pattern prediction and strategy and can formulate a new plan and direction tens or hundreds of thousands of assets in live time.

Probably 5 years out.

techno-ag said:

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LMCane said:

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Dr. Venkman said:

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Quote:

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But seriously... the power needed for these training centers is enormous. Colossus 1 and 2 are in Tennessee. Colossus 1 consumes .7% of Tennessee's power output, and Colossus 2 will consume 3.2%.

xAI has temporarily deployed 17-35 methane gas turbines in South Memphis to generate 35-72 MW. Long term, xAI is funding a $24 million substation to provide a stable 150 MW from MLGW, expected to be operational by late 2025.

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Invest in utilities and substation EPC contractors.

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names please!

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I'm looking at Energy Transfer ($ET).

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Also commodities. Copper, is obvious but anything related to electrical generation and labor to fabricate and install. Private ventures into manufacturing are going to make bank.

cmag said:

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You know damn good and well the AI that kills us will be Elon's.

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Speaking of underrated movies, Don't Look Up