Forum Topics NXT NXT Demise of larger data centres?

Pinned straw:

Added 4 weeks ago

https://www.bbc.com/news/articles/cd0ynenr1eno

An interesting media piece about the growth of interest in small or micro data centres. It appears logical. Technology goes through phases after all. A move from generic to application focused AI appears obvious and more efficient and effective. The use of data centre heating seems to me to be a marginal gain, useful for specific situations rather than a core benefit for data centre evolution.

How does this effect my investing? Similar to micro or small cap investment I'll be looking now more closely at emergents that focus on more focused AI applications.

NXT held in RL and SM.

Clio
Added 4 weeks ago

@Scot1963 - and then there's the increasing community backlash against the current, full size data centers. Just google "data centers around the great lakes" for recent articles on that. Basically, the slew of data centers already built and being built in that area are straining both the grid and the water supply to major cities (like Chicago and Toronto) and even more drastically affecting the small rural farming communities that ring the Great Lakes. The area is a major food bowl, so... Food grown or data center? Hmm...

Smaller centers localized to businesses actively using them - and as is apparently being discussed, with the data center owners supplying their own power one way or another - might prove a workable compromise.

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Scot1963
Added 4 weeks ago

@Clio - distributed power generation systems are usually more expensive to set up, and have slightly more running and maintenance costs, but they build resilience across the network, and localisation reduces network build and distribution costs. This applies to power but equally to data and I would assume AI application system networks.

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