Brody Ford
@BrodyFord_
Writing about tech at Bloomberg.
4.5K Following 4.5K Followers
We made a documentary about Larry Ellison. At 82, the Oracle founder has become an unexpected main character through AI data centers, his son’s media empire, a friendship with Trump and a stake in TikTok.
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Lot of speculation out there about how many GPUs are actually deployed.
Today, Microsoft has about 2GW of AI-specific capacity live. around 17% of the total fleet.
Adobe made a bit of a surprising CEO choice. they side-stepped the exec generally seen as heir-apparent, who is now departing the company.
scoop: even Microsoft's own employees are getting nervous about their data centers' impact.
An unexpected winner from Anthropic's success: Zoom.
The videoconferencing company now has a $3 billion stake after an early 2023 partnership. $zm
Assuming a full 460MW of critical IT, this deal prices 30% higher per MW per year than Anthropic's deal with Volta in Norway.
If 460MW is the full power and usual ~1.2x PUE, then it prices at $20M+/MW/year, 50% higher than the Volta/BTDR $12.5M/MW/year.
Same Vera Rubin chips.
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Cool cost breakdown for a 1.35GW data center. $71B total capex, largest chunk ($47B) for
$nvda chips.
scoop: Anthropic just committed $45 billion for ai data center capacity from Nscale at their flagship site in West Virginia
scoop: Anthropic just committed $45 billion for ai data center capacity from Nscale at their flagship site in West Virginia
Sources: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips (@brodyford_ / Bloomberg)
(Visit Techmeme dot com for the link and full context!)
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HAPPENING SOON: The AI data center backlash is looming over US midterms and is creating risks for Wall Street. Our journalists answer your questions in an interactive Live Q&A at 1 p.m. EDT.
Join the livestream:
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TODAY: In a Live Q&A hosted by @EdLudlow, Bloomberg journalists @BrodyFord_ @birnbaum_e and @Mattg2235 will answer your questions about the battle over AI data centers across the US.
Join the livestream starting at 1 p.m. EDT:
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Precedent-setting moment in news media. The editor of the second most important opinion page in the country greenlights the use of AI for drafting pieces, no disclosure necessary.
We're doing a Q+A tomorrow on the data center backlash!
Comment questions here and we'll answer them tomorrow at 1PM Eastern
In a Live Q&A hosted by @EdLudlow, Bloomberg journalists @BrodyFord_ @birnbaum_e and @Mattg2235 will answer your questions about the battle over AI data centers across the US.
Join the livestream on Wednesday at 1 p.m. EDT:
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In a Live Q&A hosted by @EdLudlow, Bloomberg journalists @BrodyFord_ @birnbaum_e and @Mattg2235 will answer your questions about the battle over AI data centers across the US.
Join the livestream on Wednesday at 1 p.m. EDT:
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Can’t stop thinking about 2010s Bloomberg Businessweek covers... Genuinely what was going on in there
Software stocks are melting down over AI fears.
“A lot of executive teams see what’s happening to their stocks and think — ‘we have no idea what to do,’” Rishi Jaluria of RBC told me.
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software companies are trying increasingly zany strategies to convince us they're not getting disrupted by AI.
One of my favorite strategies: renaming products to make them more AI-sounding.
software companies are trying increasingly zany strategies to convince us they're not getting disrupted by AI.
software companies are trying increasingly zany strategies to convince us they're not getting disrupted by AI.
for a massive OpenAI data center, Oracle switched from gas generators to less-polluting fuel cells from Bloom Energy $BE.
Oracle said the switch was a response to community concerns. In reality: it was driven by delays getting the gas generators.
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@Leonardonclt Tech companies are going on a charm offensive to try to push through data center plans. With @joshfromalaska, @dinabass, @Leonardonclt
Data centers can use all the PR help they can get. Most developers are staffing up for roles meant to stem the backlash.
