Data Centers

21,717 Views | 362 Replies | Last: 3 days ago by JamesE4
500,000ags
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The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.
500,000ags
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Exactly right. My issue is what exactly do these local leaders think they are ultimately getting in the long run with these premiums and big $ taxes. Blackstone and Black Rock are finance snipers, they'll leave every body on Main Street if it means an 18% IRR.
Urban Country Boy
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500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.

And you know this how?
BrazosDog02
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500,000ags said:

Exactly right. My issue is what exactly do these local leaders think they are ultimately getting in the long run with these premiums and big $ taxes. Blackstone and Black Rock are finance snipers, they'll leave every body on Main Street if it means an 18% IRR.


I don't think anyone thinks that far ahead. This is the current magic bullet to solve money problems for counties. I havnt had a tax increase on my property for 5-6 years. It's all ag exempt just like 80% of the rest of the county. These data centers solve the immediate issue and continue to do so for the foreseeable future.

That revenue doesn't ever stop and those data centers can and will have rapid tax increases, so more money.

With added infrastructure, more development comes in behind it so even more revenues.

What's pissing people off is that if you aren't age exempt you ARE getting tax increases still. lol.

These are money makers. Not job creators.
500,000ags
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Because of the hardware going in them, my goodness.
JB99
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500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.


I wouldn't say nothing. They have to connect those data centers to the internet with massive pipes. As time goes on more people will interface with their LLM of choice vs. Going to company websites. The websites will become more LLM friendly vs. User friendly exposing their data in a way LLMs use it natively. There's alot of overlap. Alot of SaaS companies are embedding AI into their applications as well. I think we'll see alot of co-location between AI and corporate data for efficiencies as time goes on.
Urban Country Boy
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500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.

You are going to have to back up this opinion.
Urban Country Boy
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500,000ags said:

Because of the hardware going in them, my goodness.

What "hardware" is that? Give me specifics.
500,000ags
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100% agree, but for the people saying using a debit card makes you a hypocrite for not wanting one of these new AI data centers, I'm trying to keep it simple. But even then, your notion requires the belief that the true price of tokens doesn't impact current AI use case trajectory.
500,000ags
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Straight from the local developers:

Designed specifically to host hyperscale cloud and AI infrastructure, these facilities will house next-generation GPUs to support large-scale AI workloads for major technology companies.
Urban Country Boy
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JB99 said:

500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.


I wouldn't say nothing. They have to connect those data centers to the internet with massive pipes. As time goes on more people will interface with their LLM of choice vs. Going to company websites. The websites will become more LLM friendly vs. User friendly exposing their data in a way LLMs use it natively. There's alot of overlap. Alot of SaaS companies are embedding AI into their applications as well. I think we'll see alot of co-location between AI and corporate data for efficiencies as time goes on.

News for you. Everything you do is connected by "pipes" to everything you interact with. Everything you do is already going through a data center. They know everything already. Why do you think you get ads on your phone after just talking about something?
BrazosDog02
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Urban Country Boy said:

500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.

You are going to have to back up this opinion.


It's not just AI. It's cloud computing. Data storage. Everything.

I HATE data centers. But it's not lost on me that every time I run your credit card to pay for my services of my business, that's going through a data center. Every time I store data in the cloud. Data center. Texags, gmail, amazon, Microsoft….all of those services run in data centers.

My complaint is not "how do I get rid of the data centers"…it's "how do we make necessary data centers palatable neighbors" and I don't think this is unreasonable or undoable for a company shelling out 350 Million to billions of dollars.

How do we reduce lighting to 20% of its current level during overnight hours. How do we put cooling equipment underground to make them silent. How do we chemically alter water to reduce its use in closed sytems? That kind of thing.
500,000ags
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I'll push back on that some, because it is for AI. No one is paying the crazy premiums for current and future data center buildout (materials and labor) without the notion they will be for AI. It is not so we can host transaction processing or so Verizon can sell $6/mo cloud storage.
BrazosDog02
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500,000ags said:

I'll push back on that some, because it is for AI. No one is paying the crazy premiums for current and future data center buildout (materials and labor) without the notion they will be for AI. It is not so we can host transaction processing or so Verizon can sell $6/mo cloud storage.


Well, regardless, I don't particularly care what they are for. They aren't going anywhere so my push to make them good neighbors is still strong.

I'd imagine these are modular so regardless of their current intent, they can be scaled for whatever the future holds.
500,000ags
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100% agreed, but that is a very big sticking point for almost every person commenting here.
BrazosDog02
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I havnt followed that closely. Whats the "general" complaint? AI stealing our data?
Teslag
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SunrayAg said:

And all you high any holy types, spewing all your high and holy BS would be furious I I bought the lot across the street from your house to stack feedlot manure on. Or to put a dairy barn, or a chicken barn, or better yet pigs.

You can spew your high and holy BS when it is our rural lives and lifestyles being destroyed. But let someone move something inconvenient near you and the screeching and howling and lawyering up would be epic.

In fact, you should just stop eating food if you don't want my feedlot manure stacked across the street from your house.


I live rural. Someone bought the property behind mine and turned my previous pasture view into a tiny home neighborhood full of trash.

But it's their property, not mine. That's the difference between you and I. Wasn't my property and not my business.
500,000ags
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That these new data centers support the internet and cloud and that anyone using the internet to talk down these new data centers is a hypocrite. Which is ridiculous.
JB99
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500,000ags said:

100% agree, but for the people saying using a debit card makes you a hypocrite for not wanting one of these new AI data centers, I'm trying to keep it simple. But even then, your notion requires the belief that the true price of tokens doesn't impact current AI use case trajectory.


Alot more people will be buying things through AI in the very near future. It's going to replace the traditional website as the preferred modal for most people.
500,000ags
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I'm sorry that happened. Totally get the extrapolation though.
JB99
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Urban Country Boy said:

JB99 said:

500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.


I wouldn't say nothing. They have to connect those data centers to the internet with massive pipes. As time goes on more people will interface with their LLM of choice vs. Going to company websites. The websites will become more LLM friendly vs. User friendly exposing their data in a way LLMs use it natively. There's alot of overlap. Alot of SaaS companies are embedding AI into their applications as well. I think we'll see alot of co-location between AI and corporate data for efficiencies as time goes on.

News for you. Everything you do is connected by "pipes" to everything you interact with. Everything you do is already going through a data center. They know everything already. Why do you think you get ads on your phone after just talking about something?


Why is that news for me? Your argument is that AI has nothing to do with the internet or web traffic. It most assuredly does and will play a much bigger impact very very soon. It will be the dominant way people search the web, buy things, etc...
JB99
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BrazosDog02 said:

Urban Country Boy said:

500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.

You are going to have to back up this opinion.


It's not just AI. It's cloud computing. Data storage. Everything.

I HATE data centers. But it's not lost on me that every time I run your credit card to pay for my services of my business, that's going through a data center. Every time I store data in the cloud. Data center. Texags, gmail, amazon, Microsoft….all of those services run in data centers.

My complaint is not "how do I get rid of the data centers"…it's "how do we make necessary data centers palatable neighbors" and I don't think this is unreasonable or undoable for a company shelling out 350 Million to billions of dollars.

How do we reduce lighting to 20% of its current level during overnight hours. How do we put cooling equipment underground to make them silent. How do we chemically alter water to reduce its use in closed sytems? That kind of thing.


All good points. Make them generate their own power which they are actively trying to do. I'm sure there is more.
500,000ags
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I don't agree. That would imply massive LLM adoption in certain crowds that have shown zero desire to use LLMs. Which is ironic because I think it's largely these same crowds that are heavily pro-Data Center. I also think that lack of compute is going to show itself over the next 1-2 years, while fundraising doesn't subsidize market share capture, and the true price of tokens means that LLMs will find a place (at least for an intermediate phase) in expensive long-form text professions (code work, legal, etc).

Edit: I think you are right long term though. Which should be time to also figure out the compute centers and not make them so jammed into everyone's life.
Urban Country Boy
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500,000ags said:

Straight from the local developers:

Designed specifically to host hyperscale cloud and AI infrastructure, these facilities will house next-generation GPUs to support large-scale AI workloads for major technology companies.

Do you know what you are copy and pasting? In your words, what is the difference between AI and the Internet?
flown-the-coop
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SunrayAg said:

And all you high any holy types, spewing all your high and holy BS would be furious I I bought the lot across the street from your house to stack feedlot manure on. Or to put a dairy barn, or a chicken barn, or better yet pigs.

You can spew your high and holy BS when it is our rural lives and lifestyles being destroyed. But let someone move something inconvenient near you and the screeching and howling and lawyering up would be epic.

In fact, you should just stop eating food if you don't want my feedlot manure stacked across the street from your house.

Does your farming HOA not have restrictions? Seems like you should incorporate or somehow get together to prevent your neighbor from using their property according to the law.
Teslag
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Just part of the deal with living rural and unincorporated. I didn't complain when I built a 1200 sqft shop with no permitting. Or when I installed my own Tesla charger and ran the electrical for my pool with no permit. Or shoot guns because **** it. Or have how many chickens or whatever **** I want with no HOA. Or let the grass get a bit high on occasion. Or have a ton of open space and very few neighbors.

The very freedom I enjoy on my property is why I live rural. But it's a double edged sword because my neighbor can and should enjoy that same freedom. Especially when he chooses to sell to whoever he wants to build what they want.
Teslag
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flown-the-coop said:

SunrayAg said:

And all you high any holy types, spewing all your high and holy BS would be furious I I bought the lot across the street from your house to stack feedlot manure on. Or to put a dairy barn, or a chicken barn, or better yet pigs.

You can spew your high and holy BS when it is our rural lives and lifestyles being destroyed. But let someone move something inconvenient near you and the screeching and howling and lawyering up would be epic.

In fact, you should just stop eating food if you don't want my feedlot manure stacked across the street from your house.

Does your farming HOA not have restrictions? Seems like you should incorporate or somehow get together to prevent your neighbor from using their property according to the law.


Not that easy. Texas also made it damn near impossible to involuntarily annex others and for good reason. In rural areas it's near impossible to decide your neighbor's property is now yours.

And that's a good thing.
flown-the-coop
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Agree.

If I don't like my neighbors I just buy their house and land. Everything is for sale, its price that is undetermined.

Thats the America I love.
Urban Country Boy
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JB99 said:

Urban Country Boy said:

JB99 said:

500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.


I wouldn't say nothing. They have to connect those data centers to the internet with massive pipes. As time goes on more people will interface with their LLM of choice vs. Going to company websites. The websites will become more LLM friendly vs. User friendly exposing their data in a way LLMs use it natively. There's alot of overlap. Alot of SaaS companies are embedding AI into their applications as well. I think we'll see alot of co-location between AI and corporate data for efficiencies as time goes on.

News for you. Everything you do is connected by "pipes" to everything you interact with. Everything you do is already going through a data center. They know everything already. Why do you think you get ads on your phone after just talking about something?


Why is that news for me? Your argument is that AI has nothing to do with the internet or web traffic. It most assuredly does and will play a much bigger impact very very soon. It will be the dominant way people search the web, buy things, etc...

You sound IT. Am I correct?
JB99
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500,000ags said:

I don't agree. That would imply massive LLM adoption in certain crowds that have shown zero desire to use LLMs. Which is ironic because I think it's largely these same crowds that are heavily pro-Data Center. I also think that lack of compute is going to show itself over the next 1-2 years, while fundraising doesn't subsidize market share capture, and the true price of tokens means that LLMs will find a place (at least for an intermediate phase) in expensive long-form text professions (code work, legal, etc).

Edit: I think you are right long term though. Which should be time to also figure out the compute centers and not make them so jammed into everyone's life.


I think we can debate on the time frame, but the signals are that's where it's going. All the major financial processing companies like Stripe and Visa, etc... are making majore investments in AI agent transactions. Companies like Salesforce are making their whole SaaS models AI native and changing their pricing models to reflect that reality. The adoption will come because it will be that much easier for people to use it compared to the traditional way. Instead of going to Amazon and searching for a pair of shoes, you ask gemini and it gives you the top 5 options with a matrix of prices delivery dates, return policies, ratings etc... Searching for a place to eat? Same thing with wait times, etc... if you aren't adopting it you are openly choosing to waste more time on the internet searching for stuff. I'm sure a percentage of people will do that because they hate AI or don't trust it, but most people are lazy and want the easy path.
JB99
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Urban Country Boy said:

JB99 said:

Urban Country Boy said:

JB99 said:

500,000ags said:

The data centers being built have nothing to do with hardware needed for the internet or cloud.

NEW BIG BUILDING NOT FOR INTERNET. IT FOR AI.


I wouldn't say nothing. They have to connect those data centers to the internet with massive pipes. As time goes on more people will interface with their LLM of choice vs. Going to company websites. The websites will become more LLM friendly vs. User friendly exposing their data in a way LLMs use it natively. There's alot of overlap. Alot of SaaS companies are embedding AI into their applications as well. I think we'll see alot of co-location between AI and corporate data for efficiencies as time goes on.

News for you. Everything you do is connected by "pipes" to everything you interact with. Everything you do is already going through a data center. They know everything already. Why do you think you get ads on your phone after just talking about something?


Why is that news for me? Your argument is that AI has nothing to do with the internet or web traffic. It most assuredly does and will play a much bigger impact very very soon. It will be the dominant way people search the web, buy things, etc...

You sound IT. Am I correct?


Correct 25+ years. I'm sure I'm biased to a degree but I know how the **** works.
500,000ags
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We disagree because I believe cost often offsets the easiest path. However, we are aligned long-term which is what primarily matters. Which is why in many posts I say these DCs are needed, but the current strategy of having random PE-backed entities partner with random small town city leadership is absolute dog crap.
Coates
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500,000ags said:

That these new data centers support the internet and cloud and that anyone using the internet to talk down these new data centers is a hypocrite. Which is ridiculous.


Literally no one had said the new sites are all cloud, you are making stuff up as usual. Most have multiple applications, cloud, AI, etc.

The point being made is you are griping about data centers by using the very platform that would not exist without data centers.

You are scared, its ok, keep insulting people and using your laughing emoji, hope that helps you sleep at night.
500,000ags
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Did you not see the prior post about what the local developer literally says what hardware is in the build out? Can you not understand that the price of data center buildout is skyrocketing and that they aren't spending that money for random storage, etc.
Coates
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500,000ags said:

Did you not see the prior post about what the local developer literally says what hardware is in the build out? Can you not understand that data center build is skyrocketing and that they aren't spending that money for random storage, etc.


Good for the developer, but they aren't the tenant. They are just building it to lease the space/power.

I don't know how to make this make sense to you, but you're wrong. Yes, most of the new giant sites are predominantly AI, but they also have other apps within those walls. Regardless of what is going in the space the buildings are not some magical/evil being just because of AI and they are not much different than what has been being built for decades, the scale has just increased.
 
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