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#datacenter

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A Reuters survey of 13 major US #electric utility earnings transcripts found nearly ½ have received inquiries from #DataCenter companies for volumes of #power that would exceed their peak demand or existing generation capacity - that's everything they supply to homes & businesses - a metric that reflects the sheer size of oncoming data center needs.

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@davidgerard@circumstances.run

The overall scenario in China may not be that bad. The article that you shared says that:

The top end of tech in China is still investing — in 2025, phone operators plan to spend $12 billion on AI. ByteDance are spending $20 billion. Alibaba is spending $53 billion. [Light Reading; Reuters]
Chinese companies still want data centres — even buying capacity in Malaysia to serve the broader Asian market. They’re just not so interested in the cheap local ones.
#DataCenter #AI #Cloud