AI Everywhere
Where Is the Compute Getting Built?
๐๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ ๐ฝ๐ผ๐๐ฒ๐ฟ ๐ฑ๐ฒ๐บ๐ฎ๐ป๐ฑ ๐บ๐ฒ๐ฎ๐ป๐ ๐๐ฒ๐ฐ๐ต ๐ถ๐ ๐ถ๐ป ๐ฒ๐ป๐ฒ๐ฟ๐ด๐. ๐๐ป๐ฑ ๐ฒ๐ป๐ฒ๐ฟ๐ด๐ ๐ถ๐ ๐ถ๐ป ๐๐ฒ๐ฐ๐ต.
Todayโs headlines on the WSJโs Artificial Intelligence page today serve as a reminder of just how broad the technologyโs reach has become:
๐ ๐จ๐ฆ๐๐: โUniversal, Warner and Sony Are Negotiating AI Licensing Rights for Musicโ
๐ง๐ฅ๐๐๐๐ฆ: โAI Is Here for Plumbers and Electricians. Will It Transform Home Services?โ
๐๐๐ฉ๐๐ฅ๐ง๐๐ฆ๐๐ก๐: โMeta Aims to Fully Automate Ad Creation Using AIโ
AI is coming to industry - all industries - fast. And so are the data centers (and power demand) that enable it.
For energy, ๐๐ต๐ฒ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป ๐ถ๐๐ปโ๐ ๐ท๐๐๐ โ๐ต๐ผ๐ ๐บ๐๐ฐ๐ตโ ๐๐ถ๐น๐น ๐ด๐ฒ๐ ๐ฏ๐๐ถ๐น๐, ๐ถ๐โ๐ ๐ฎ๐น๐๐ผ โ๐๐ต๐ฒ๐ฟ๐ฒโ. Turns out โ๐บ๐ผ๐ฟ๐ฒ ๐๐ต๐ฎ๐ป ๐ฒ๐ฑ,๐ฌ๐ฌ๐ฌ ๐ฏ๐๐ถ๐น๐ฑ๐ฎ๐ฏ๐น๐ฒ ๐ฎ๐ฐ๐ฟ๐ฒ๐ ๐ฎ๐น๐ฟ๐ฒ๐ฎ๐ฑ๐ ๐ฎ๐ฐ๐พ๐๐ถ๐ฟ๐ฒ๐ฑ ๐ฏ๐ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐ฒ๐ฟ๐ ๐ฎ๐ป๐ฑ ๐๐ต๐ฒ๐ถ๐ฟ ๐๐๐ฏ๐๐ถ๐ฑ๐ถ๐ฎ๐ฟ๐ถ๐ฒ๐ ๐ฎ๐ฐ๐ฟ๐ผ๐๐ ๐๐ต๐ฒ ๐๐ผ๐๐ฒ๐ฟ ๐ฐ๐ดโ.
Hereโs a hotspot around New Albany:
๐ช๐ต๐ฎ๐ ๐ด๐ฒ๐โ๐ ๐ฏ๐๐ถ๐น๐ ๐ณ๐ถ๐ฟ๐๐? Thatโs a โspeed to powerโ question. And while some of the hotspots are obvious, others are not.
๐ช๐ต๐ถ๐ฐ๐ต ๐ฎ๐ฟ๐ฒ๐ฎ๐ ๐ฑ๐ผ ๐๐ผ๐ ๐๐ฒ๐ฒ ๐ฎ๐ ๐๐ป๐ฑ๐ฒ๐ฟ๐ฎ๐ฝ๐ฝ๐ฟ๐ฒ๐ฐ๐ถ๐ฎ๐๐ฒ๐ฑ (๐ผ๐ฟ ๐ผ๐๐ฒ๐ฟ-๐ต๐๐ฝ๐ฒ๐ฑ) ๐ณ๐ผ๐ฟ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐บ๐ฒ๐ป๐?