Search

Jukka Lepikkö wrote that AI stocks were, in his opinion, mispriced because the analysts following them did not understand reality. He mentioned that a Nomura analyst estimated that one gigawatt of data center capacity would generate $20 billion in sales for Anthropic. According to Lepikkö, the correct figure would be about $80 billion per gigawatt: he justified his estimate by noting that 25 percent of Anthropic's 5 gigawatt capacity, or 1.25 gigawatts, was used for inference and total sales were $100 billion. Lepikkö estimated that Anthropic would increase its computing capacity by 7 gigawatts next year. He said it was unclear how much of the new capacity would be used for training and how much for inference, but he assumed that the share for inference would be larger than it is now. If one third of the additional capacity were allocated to inference, it could, based on his $80 billion per gigawatt estimate, generate $185 billion in new revenue. In this case, Lepikkö suggested that Anthropic's ARR could be nearly $300 billion by the end of 2027. #AI #Osakkeet #Teknologia (translated)

Maria Rautanen wrote that the coffee grounds of Finns were examined from composters, but according to her, Google had already cleared 528 hectares of forest for data centers before the authorities intervened. She stated that the environmental impact assessments were still ongoing and asked whether the focus of regulatory oversight was in the wrong place. #ympäristö #kompostointi #metsä (translated)

According to the author, a data center located in the Leningrad region was attacked by drones overnight. He reported that users had reported disruptions in VKontakte services and described the attack as part of a broader assault on the region, which had included strikes on oil terminals, for example. #Leningrad #dronet #hyökkäys #FI #RU (translated)

Maria Rautanen wrote that in Finland, the construction of a new barn could be halted because trees could not be cut down at the construction site before the necessary permits were obtained. She claimed that Google had cut down over 500 hectares of forest in Muhos and Kajaani for data center projects while environmental impact assessments were still ongoing. Rautanen compared the permit requirements for domestic food production investments to the fact that the consequences of the tech giant's actions were only being investigated. #ympäristö #metsät #rakentaminen (translated)

Google has submitted an official response to the License and Supervision Authority regarding the logging activities at their data center construction sites in Muhos and Kajaani, emphasizing that their actions were based on an understanding of the applicable legislation. #Google #Metsähakkuut #Datakeskus (translated)

Jarmo Huhtanen wrote that Yandex's data center in Vladimir burned down again. According to him, Ukraine had struck two centers that housed three supercomputers belonging to Yandex. Huhtanen estimated that they constituted over half of Russia's known supercomputing capacity and said that their destruction would significantly affect the country's development of artificial intelligence. #Yandex #tekoäly #Ukraina (translated)

Juho Hirvelä wrote in a Yle news article that 145 data centers were planned in Finland and that four of them would use more electricity than 2.2 million Finns. He compared this to the decline of domestic meat production, which he claimed was justified by saving the climate, and described the situation as hypocrisy. https://t.co/6vikQsLpvR #datakeskukset #ilmastonmuutos #Suomi (translated)

The extensive logging related to Google's data center projects has raised concerns among authorities and, according to the head of the Permit and Supervision Agency, has resulted in an exceptional case, as the logging has begun before the required environmental impact assessment. #Google #ympäristövahinko #datakeskus (translated)

According to Environment Minister Sari Multala, Google may avoid direct penalties regarding the logging of data center construction sites, as current legislation does not allow for direct sanctions for neglecting environmental impact assessments, even though the government is planning legislative changes to tighten the rules. #Google #datakeskus #ympäristövaikutukset (translated)

The technology giant Google will not face sanctions for the allegedly illegal logging at the data center construction sites in Muhos and Kajaani, says the Minister of Environment and Climate, Sari Multala from the National Coalition Party, to Uutissuomalainen. #Google #datakeskus #ympäristö (translated)