[ExI] alpha customer

[spike at rainier66.com]

I later wrote:

 

.

 

 



 

>. Clarification, I volunteer to be rich, you can be famous.  

 

>.How much is processed data worth?  .  Keith any idea how to sell processed
data or rapidly-assignable processor capacity?  Anyone?  spike

 

 

 

 

Well damn.  My calcs indicate this won't work.  The engineering is a go, but
the economic factors are a stop.  Reason: the power at those EV charging
stations is too expensive.  Read on please.

 

Near where I live is a natural gas peaker plant they built during rolling
blackouts in about 2001, 2002.  Power went way up, a lot of locals invested
in LED lighting and high efficiency HVAC, power demand went down, the place
went bankrupt, twice.  Its current owner only cranks it up a few days a year
and stays afloat renting emergency capacity to the power company.

 

Now Microsloth is building a data center next to it, out along
Alviso-Milpitas Road in north San Jose.  This is an older sat image, but
that is the nat-gas plant.  The data center is under construction on that
what used to be a farm to the right of Los Esteros, not shown in this image
(it hadn't started yet.)

 

It occurred to me that no matter how efficiently I get the heat out of the
processors in a van or truck, Gates can easily kick our asses, for he has
the option to buy that peaker plant, take it off the grid, adapt it to run
several thousand processors, generate power at a much lower cost than we can
buy it from the EV charger station guy, because the charger guy hasta buy
power from Pacific Gas and Electric, which is outrageously expensive,
because we silly California voters let ourselves be tricked into making PG&E
buy a lotta renewable power, which made the cost of power go way up.

 

If Bill buys Los Esteros, takes it off the grid and uses all the power it
can spin out to run his data center, he can get power at a third the price
we can buy it thru PG&E.  Sheesh, we worry about China getting human level
AI first, what if Gates gets it first?  He would soooo be Bill bar Sinister.
The mind boggles.

 



 

It might be even worse: if the California lej gives him any bother about
taking that plant off the grid, he can set up a nat-gas plant in Nevada and
put his processors out there.

 

>From what I can tell, there are economy-of-scale advantages when you go big
on liquid-to-air heat transfer.  Big building HVAC in places like Florida
already do that on a large scale, and they don't even need to use freon for
a coolant (that stuff works really well but the environmentalists don't like
it.)

 

>From what I can see by the spot price of nat-gas where sufficient piping
already exists in Nevada, there is not one chance in hell we can compete.
The idea is obvious and as logical as Boolean algebra: Even if Gates doesn't
do it, Musk or Ellison will.

 

Idear is idead.

 

Idamn.

 

spike

 

 

 

 

 

 

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