| ▲ | smuhakg 2 hours ago | |
> The only real systemic risk is the risk of for some reason not needing any data centers. How is this not a systemic risk? Asserting that: > There's still a need for data centers to host non-AI servers. Isn't true because a NVL72 rack consumes 23x the power of a traditional server rack which is why there's new construction. You could retrofit such a datacenter with normal servers but then you're taking a loss on the GPUs which is the majority of the cost. | ||
| ▲ | hnav an hour ago | parent [-] | |
Wonder if we'll see ultra-dense CPU compute (1000s of cores in 1U) to take advantage of this power density whether the AI bubble pops or not. | ||