Anthropic CEO: AI training data centers to be $10bn in 2026, $100bn from 2027 - DCD
Anthropic CEO: AI training data centers to be $10bn in 2026, $100bn from 2027
“I think all of that actually will happen”
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En gammel kjenning som er med i racet for power. De har også datacenter i US, Texas. Narvik neste?
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Meta plans $5bn data center campus in Louisiana - DCD
Meta looks set to expand its data center footprint into Louisiana.
Local press, including the Shreveport Times and Shreveport Bossier Advocate, report that Meta is planning to build a multi-billion dollar artificial intelligence data center in Louisiana near Monroe in Richland Parish’s Holly Ridge.
Meta is coming to Louisiana– Google Maps
Public Service Commissioner Foster Campbell confirmed the news to USA Today Network and said the company aims to invest $5 billion in the project.
Few details are available at this time, but Axiom reports plans for the campus have been filed through an affiliate known as Laidley, LLC, and is known as “Project Sucre.”
Citing a public notice, Axiom suggests Meta is targeting more than 2,250 acres of agricultural land off Highway 183 and Thomas Road.
Entergy is proposing to develop a 1.5GW natural gas plant in Louisiana, near Holly Ridge, for a new data center customer. Reports have linked Entergy’s proposals to the new Meta project.
Meta previously signed a Power Purchase Agreement with RWE for a 100MW solar farm in Louisiana that is due live in 2025.
God stemning i Antofgasta regionen i Chile !
" it’s a catch-22. The better and more useful our data becomes, the more we want to use it."
https://www.datacenterdynamics.com/en/opinions/ai-will-usher-in-a-new-breed-of-developer-partner/
“Globally, Sweden and other Nordic countries offer data centres a secure source of green electricity as well as a colder climate that reduces the need for cooling operations. It’s no surprise that Google, Meta, and Amazon have all established data centres in the Nordics over the past several years, and experts expect the region will see more growth in the coming years.”
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«Vi ser hvordan utviklingen av kunstig intelligens skaper et enormt behov for trygg bearbeiding og lagring av data, og dermed akselerer utviklingen av en ny industriell verdikjede, med eiere, entreprenører, operatører, og underleverandører, sier Røkke.»
Fornybart fortsetter å ta mer og mer av kaken i Chile. Satser fortsatt bra!!
https://renewablesnow.com/news/chiles-renewables-raise-share-to-43-5-percent-in-nov-1268780/
Her er en podkast hvor de drøfter AKH og ACC. Kort fortalt man mener det kan finnes verdier der som markedet ikke har tatt innover seg. Det diskuteres også mye rundt den mulige refinansieringen :
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Da ble det opprydding:
"– Bare så det er sagt med en gang: Transaksjonene er ingen ønsket situasjon for Aker. Dette er en krevende sak som jeg har grublet mye på, skriver han i aksjonærbrevet.
– Når det kommer til Aker Horizons, ser vi dumme ut og jeg føler meg personlig dum. Kjøpet av MRP («Mainstream Renewable Power», journ. anm.) var og ble feil. Det at vi er i godt selskap med mange andre «grønne», er ingen unnskyldning for oss, skriver Røkke."
Selv ikke Røkke prøver å skjule hvor ræva Mainstream har vært for AKH.
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