Energy economist Stefan Lechner criticizes the planned construction of a huge data center in Gießen, as its power consumption of 65 megawatts would exceed more than double the total electricity consumption of the city, and thus have significant negative impacts on climate protection and energy efficiency. #Rechenzentren #Energiewende #Stromverbrauch (translated)
Regina Laska criticized that Donald Trump had suspended the Russia sanctions that he himself signed in mid-September and which were supposed to come into effect automatically the next day. She wrote that tariffs of up to 100 percent on large consumers of Russian oil and gas, levies of up to 500 percent on Russian goods, and measures against the shadow fleet and banks were planned. Two days before the deadline, Trump resorted to an exception that allowed for a waiver in the national interest; according to Laska, he did not provide a justification. As a possible background, Laska mentioned a diesel deal announced by Trump with Vladimir Putin. The U.S. Treasury Department had granted a license to Russian energy producers for that until April; furthermore, a U.S. government representative said that easing penalties against the shadow fleet was being considered. Laska connected this with the upcoming U.S. elections in two and a half weeks and high fuel prices. However, Trump blamed Ukraine for the prices, claiming they had attacked Russian refineries, she wrote. According to Laska, Kirill Dmitriev, Putin's representative for business with the U.S., was already talking about joint data centers and small nuclear power plants. Dmitriev reportedly said, "the ice is beginning to break." She also pointed out that Congress passed the sanctions by a large majority and that the law was named after Lindsey Graham, who had died in July. She wrote that seven Republican senators had urged Trump to reverse the diesel deal. Regarding Volodymyr Zelensky's reaction to the question in Brussels about whether Trump was making him a scapegoat, Laska wrote that he had remained silent for 15 seconds, grinned, and said, "That is my answer." Laska stated that she concurred with his reaction but refrained from grinning. #Trump #Ukraine #Sanktionen (translated)
Simon Betschinger wrote that climate protection activists should subsidize or at least support Elon Musk and SpaceX so that AI data centers in space could become possible. In his view, it always seemed to be sunny there. At the same time, he claimed that the Greens he knew rejected Musk, even though he was promoting electric mobility, energy storage, and fully solar-powered data centers. According to his assessment, their worldview was based on a refusal to acknowledge reality. #Klimaschutz #ElonMusk #Raumfahrt (translated)
The uncertainty about artificial intelligence and the data centers of big tech companies is being used as a campaign issue by Democrats in the run-up to the US midterm elections, while Republicans like Jon Husted are trying to defend their past connections to these technologies. #KünstlicheIntelligenz #Wahlkampf #Rechenzentren (translated)
The high debts of operators of data centers for artificial intelligence are leading to growing skepticism in the financial markets, which is contributing to the falling stock prices of these Neocloud providers. #Schulden #KünstlicheIntelligenz #Inflation (translated)
The article addresses the growing concerns about financial uncertainties in the AI industry, particularly regarding questionable lending to data center operators and the potential impacts on the entire sector. #Rechenzentren #Kredite #KIwirtschaft (translated)
The high debts of data center operators for artificial intelligence are causing growing concerns in the financial markets, as rising inflation and related interest rate increases lead to a wave of selling in the stocks of these companies. #Inflation #Rechenzentren #Zinsen (translated)
Maxim Röder wrote that a graphic shows why he was still carefree and fully invested in 2023 and 2024, but is now thinking more about it. He explained that the planned investments from Amazon, Google, Microsoft, Meta, and Oracle have reached historically unprecedented levels. As risks, Röder mentioned that annual investments of one trillion dollars required revenues from AI software amounting to hundreds of billions of dollars. Additionally, chips with cycles of three to six years could later burden operating margins due to depreciations. He questioned how much free cash flow would remain for stock buybacks when the funds were flowing into data centers and transformers. Röder wrote that no one knows how the developments will turn out. However, the risk today is significantly higher than in 2023, 2024, or 2025. #Investitionen #BigTech #Risiko (translated)
Andy Schneider wrote that an oil refinery had been hit in Rysan. Ukraine had shown that it wanted to maintain a ceasefire in the energy sector, but Russia did not adhere to it. Therefore, Ukraine is now resuming its attacks, Schneider said. If he were in Zelensky's position, he would target all data centers and refineries. https://t.co/YdHrIVfb4J #Ukraine #Russland #Kriegsführung (translated)
Ukraine is investigating whether its airstrikes on Russian data centers can curb Kremlin propaganda on the internet, although the effectiveness of such attacks remains questionable given the robust bot armies online. #Ukraine #Russland #Luftangriffe (translated)
Anna reported that Ukrainian drones hit a data center of Sberbank in Balakovo in the Saratov region during the night. Sberbank confirmed the attack and stated that all systems and services were operating normally. The Ukrainian drone company Fire Point also confirmed the hit. The data center is still under construction but is already partially in use. The construction costs are estimated to be between one and one and a half billion dollars. For Sberbank, this was the first hit of this kind, Anna wrote. Three of the five Yandex data centers were also hit. The center in Sassowo in the Ryazan region was struck on Thursday night and caught fire; afterwards, numerous websites and apps went down in Russia. Several modules were damaged in Kaluga on Friday. The data center in Vladimir was completely shut down on Sunday night. Anna cited Meduza, Forbes Ukraine, Vedomosti, and NV as sources. #Ukraine #Sberbank #Yandex (translated)
Ukrainian drone attacks have paralyzed the data centers of the Russian IT company Yandex, leading to massive disruptions for users and the Kremlin admitting difficulties in controlling the digital infrastructure. #Yandex #UkraineKrieg #ITInfrastruktur (translated)
Ukrainian drone attacks on the data centers of the Russian IT company Yandex have led to significant disruptions in its services, causing frustration among users and the Kremlin openly acknowledging the challenges. #Yandex #UkraineKrise #ITSicherheit (translated)
Furkan Yildirim wrote that chip stocks have fallen sharply worldwide. He named as a trigger remarks made by Broadcom CEO Hock Tan, who said at a conference in Singapore on Monday that many AI investors do not understand what they are investing in and have set expectations too high. SK Hynix lost 10.09 percent, Samsung 7.39 percent, and the South Korean stock market 5.46 percent. At the same time, Broadcom expects annual AI chip revenues of $230 billion by 2028 – four times the current value. Yildirim referred to Samsung's recent figures: the company reported a record operating profit of around $80 billion the week before, an increase of 782 percent. Five days later, the stock dropped by 7.39 percent. According to Handelsblatt, Samsung and SK Hynix are now valued on the stock market at just under four times their expected annual profit for 2027 – similar to distressed European car manufacturers. The market apparently no longer trusts the record profits, wrote Yildirim. He highlighted as a key statement from Tan's speech that capital is now scarcer than chips, memory, or power. Intel CEO Lip-Bu Tan identified capital and its costs as the greatest challenge at the same conference. Yildirim also quoted a projection from Apollo economist Torsten Slok: Amazon, Alphabet, Meta, Microsoft, and Oracle could invest $892 billion in data centers this year and even $1.1 trillion by 2027. Public budgets and social security in Germany are expected to invest a total of approximately $170.6 billion by 2025. The companies are increasingly financing their expenditures through bonds and competing with governments for investors, which, according to Yildirim, could raise interest rates for everyone. A model published by the U.S. think tank Brookings estimates that the U.S. will need investments of $10.3 trillion in AI infrastructure by 2032. According to the model, for this to be profitable, the AI sector would need to generate approximately $3.7 trillion in annual revenue by 2032, accounting for 9.2 percent of total U.S. economic output. Yildirim also wrote that Broadcom partially guarantees a loan package of around $42 billion, with which AI developer Anthropic is financing its computing chips for 2027. By the end of October, the first large data center operators will present their figures. The question now is no longer merely whether enough chips can be produced but also who will be able to pay for them. #ChipIndustrie #Investitionen #KünstlicheIntelligenz (translated)
The author wrote that after the bombing of Russian data centers, it suddenly became quieter on social media. In his view, this confirms that Russian disinformation influences what can be seen online and that far-right forces in Europe disseminate corresponding narratives. https://t.co/RRqtdH3k2s #Desinformation #Russland #SozialeMedien #RU #EU (translated)
Reda El Makroum, an expert in data centers at the Technical University of Vienna, emphasizes the need for a regional strategy in Lower Austria for the construction of data centers to meet the local demand for data processing and to promote energy- and resource-saving solutions. #Rechenzentren #Digitalisierung #Energieverbrauch (translated)
The planned tax reform law for data centers in Berlin aims to distribute the trade tax more fairly, but it brings uncertainties regarding the financial impacts, as concrete data is lacking and some municipalities could be affected by tax losses. #Datacenter #Steuerreform #Gewerbesteuer (translated)
The attacks on Yandex data centers raise questions about the possible impact on Russian propaganda, while experts warn against jumping to conclusions, despite anecdotal evidence of a decline. #Russland #Ukraine #Propaganda (translated)
Veni, also known as Eisler, spoke out against data centers but excluded Minecraft from this stance. For tomorrow at 7:30 AM, the person called for a demonstration opposite the Messe Wien, directed against the Data Center World Europe Convention. https://t.co/WIvr9ijsDO #Protest #DataCenter #Wien (translated)
According to Zelensky, behind the Yandex data centers are so-called bot farms that deliberately spread disinformation – and which have now gone silent for the time being. #Ukraine #Yandex #Kriegsfolgen (translated)
