Asking the Fedi.

Is the expected hyperscaling of AI data centers a generativeAI/LLM thing? I cannot see "old school" ML type things (factory and port optimisation, medical image analysis) generating that leap in data center use.

Or am I missing something?

and if it is does that mean, if the bubble bursts, it will take out the big western base load electrical demand growth story as well?

#generativeAI #ml #ai #electricity

@Tallish_Tom If you're missing something, I'm missing it too.

And I think the good news is, five years down the road there's going to be A LOT of electricity generating plant which no longer has a customer.

Of course, a good proportion of that will be fossil fuel generating plant, which will just have to be scrapped. But a lot won't be.