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Tren Griffin x.com
Some people call me the space cowboy, Some call me the gangster of love Some people call me Maurice Cause I speak of data centers above.
The subject this post names, from the same vocabulary the directory files beliefs under, and the word it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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19 September
18 September
17 September
16 September
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korrents.com
Nervous credit-market sentiment around the AI datacenter buildout could suddenly reverse and collapse the boom.Their words
And when market opinion is nervous, it might turn and collapse the boom at any moment.
15 September
From one piece The Two Horsemen, Riding in Formation 2 beliefs, in the piece's order there
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Their words
it was a chance to stand up to the oligarchs and this technology they've staked their future on.
The Two Horsemen, Riding in Formationbillmckibben.substack.com
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Their words
one way to understand a data center is that it's a device for burning natural gas, the latest excuse (after Ukraine and Iran) for the fuel that Big Oil is counting on to keep its business model afloat even as the world turns away from internal combustion cars and crude demand begins to drop.
The Two Horsemen, Riding in Formationbillmckibben.substack.com
14 September
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Their words
AI data centers resulting in lower electricity prices for consumers
12 September
10 September
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Their words
When you're in a phase of experimentation, it's not particularly surprising that you will feel very generative and, at the same time, that nothing will be of production-grade quality, so to speak.
9 September
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Their words
data centers are nowhere near the biggest climate problem with artificial intelligence.
8 September
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Their words
At a fundamental level, they’re just hostile to the idea of expertise in any domain, in pretty much every agency where there’s something to know, where there’s technical stuff that you need to know to make good decisions. The people who actually know things, or the people who are willing to speak up about what they know, have been silenced, purged.
7 September
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Their words
People who act and speak in public as right-wing extremists and are labeled as such, establish a claim to authenticity.
5 September
4 September
3 September
2 September
1 September
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korrents.com
Stoke's reusable launch vehicles will be shipping Starcloud's data centers into orbit within a few yearsTheir words
In a few years, Stoke's reusable launch vehicles are going to be shipping Starcloud's data centers into orbit.
31 August
30 August
28 August
26 August
25 August
From one piece I think the data center backlash is mostly about data centers 2 beliefs, in the piece's order there
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Their words
I have a long separate post here looking at the evidence we have, and I come away thinking the data center backlash is basically entirely homegrown.
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korrents.com
The data-centre backlash is about the buildings themselves, not about what people think of AI.Their words
All this combined with the survey data on Americans’ stated reasons for opposing data centers makes me think that attitudes toward AI are probably a meaningful factor for a minority of people opposed to data centers, but I don’t think the backlash overall is driven by people’s thoughts on AI.
22 August
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Their words
Preventing companies from building data centers in America wouldn't slow down the rate of progress in AI. It would merely slow down the rate of progress in AI in America.
21 August
From one piece A year in, the data center/AI battle starts to clarify 2 beliefs, in the piece's order there
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korrents.com
The buildout of AI data centers is part of a broader extension of oligarchic control over people's lives.Their words
It's clear by now that this is all part of the extension of oligarchic control over our lives.
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korrents.com
AI and the data-center buildout underlying it pose real and significant dangers to society.Their words
Its's clear by now that AI, and the data center development underlying it, pose real and significant dangers.
18 August
14 August
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Their words
you know Elon buying Twitter is like the beginning of us being able to speak our minds and for disagreeing to not be illegal. That's a big deal. We should all thank Elon for that.
13 August
12 August
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Their words
they found that Big Oil's use of AI to produce more oil and gas could create 3.3 to 13.3 times more climate pollution than powering AI's data centers.
11 August
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Their words
The fastest-growing political movement in America is dead-set on stopping the construction of data centers, which are critical to the growth of the fastest-growing industry in America.
10 August
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korrents.com
Data centre opposition only pushes construction to the parts of America that regulate energy and pollution least.Their words
It seems pretty clear that the only thing data center opposition is doing is pushing data center construction to the (many) places in America that won't regulate energy or pollution. Weird thing to pat oneself on the back for.
9 August
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Their words
“you are a devil’s advocate, disagree with everything” is probably the worst possible prompt for this agent. within a week everyone would ignore her. she’d become the slack equivalent of a smoke detector that goes off whenever somebody makes toast.
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korrents.com
Opposition to data center buildouts is fundamentally driven by public anger about money in politics.Their words
His Lansing rally with Bernie and AOC, more than anything else, crystallized the connection between data center opposition and voters' anger about money in politics.
8 August
5 August
4 August
3 August
2 August
31 July
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Their words
Um, as I speak, the number of new businesses starting on Stripe is up around a bit under, but around 2x year-over-year, um, which again is the largest relative jump, uh, we've seen.
29 July
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Their words
And now I actually think with the power of agents um and AI broadly speaking, it's much closer to Goliath versus Goliath. Like I think but maybe the startup is like a Mecca Goliath that is like vastly enhanced by the power of agents and AI and you know, the the large companies are the sort of like more traditional Goliath, so to speak. But I think that startups now like if you properly embrace AI agents and um figure out the way to leverage their strengths in the most like ambitious ways, you can easily outcompete incumbents.
24 July
20 July
12 July
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korrents.com
Establishment journalists claim to speak truth to power but never investigate themselves or each other.Their words
The establishment journalist claims to speak truth to power, but somehow never gets around to investigating themselves or each other.
11 July
7 July
24 June
9 June
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Their words
Think about it. The bedrock principle of international law is sovereignty. If we're all going to be invading each other, what international law is there?
8 June
2 June
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Their words
I think great products in the consumer world speak to us on some deep level. They they speak to some human instinct or need that we've been feeling and it's been unexpressed or unmet. When we first experience that, there's something magical to it that it could be an unlock. And lots of times it's it's where we're most cynical that we're ready for the most magic.
26 May
13 May
From one piece Why Anthropic’s ultra-dirty deal shouldn’t surprise you at all 2 beliefs, in the piece's order there
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Their words
there is nothing fundamentally inherent to the concept of a building full of computers that causes choking air pollution, water impacts and climate change.
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Their words
The fundamental drivers of this change are panic and impatience, and that is what is behind the worst impacts of data centre growth, including a material risk to decarbonisation and climate action.
5 May
2 May
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Their words
This post is about whether data centers waste the land they’re on relative to what they compete with, and my claim is that they mostly don’t compete with things we need more of (housing) and mostly compete with things we need less of (farmland).
1 May
From one piece The exact wrong lesson to learn from data centre infrasound fears 2 beliefs, in the piece's order there
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korrents.com
AI data centres cannot be meaningfully reformed without a fundamental change of course and ideology in the industry.Their words
Reformation is impossible for AI data centres, at least, not without a massive change of course and an ideological reckoning.
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korrents.com
Data centres are being built in such number, size and speed that the industry cannot realistically be reformed.Their words
There are simply too many data centres being built, and they're too big, being built too fast.
30 April
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korrents.com
Data centres will become the majority driver of electricity demand growth in Australia's National Electricity Market.Their words
Even if a small fraction of this pipeline ends up operational, data centres will drive far more than 50% of demand growth in the NEM.
13 April
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Their words
Most people hear that story and think: he must have lacked talent, or commitment. I don’t think that’s the right conclusion. I think he was never taught how second language acquisition actually works, and so he spent hundreds of hours doing the wrong things.
10 April
23 March
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Their words
Now, the second thing is we have to build data centers that gracefully degrade.
20 March
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Their words
You're you're not a completely free agent and you can't actually like be part of that conversation in a fully autonomous um free way. Like if you're inside one of the frontier labs. Like there's some things that you can't say. Uh and conversely there are some things that the organization wants you to say.
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 5 beliefs, in the piece's order there
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Their words
um humanoid robots maybe start to or robotics at least start to but the main factor is going to be for reducing the number of people is modularizing things and making them in factories in Asia
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Their words
Yeah, I think the biggest bottleneck is compute and for that the longest lead time supply chains are not power or data centers. They're actually the semiconductor supply chain themselves, right? It switches back from being power and data center uh as a major bottleneck to chips.
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Their words
oh 50 gigawatts of economic you know sort of capex in in the data center and what gets built on top of that in terms of tokens is even larger right it might be hundred billion dollars worth of AI value into the supply chain is held up by this $1.2 two billion dollars worth of tooling that simply just cannot expand its supply chain quickly.
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korrents.com
Getting a data centre permitted in the empty middle of America is far easier than putting one in orbit.Their words
And so I think people are figuring out how to build these things and permitting like I I just like ultimately like permitting and red tape in middle of nowhere Texas or middle of nowhere Wyoming or middle of nowhere like New Mexico is probably a hell of a lot easier than sending stuff into space
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Their words
So, space data centers effectively are not li limited by, you know, hey, we have this energy advantage. It's actually just limited by the same contended resource. We can only make 200 gawatts of chips a year by the end of the decade.
12 March
5 March
25 February
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Likedrcmnd.app
You’re Not ListeningTheir words
Being a great listener when people speak. Deep insights about understanding, connection, helping people express themselves, overcoming assumptions, the ethics of gossip, and more. Specific techniques for the support response, encouraging elaboration, and keeping it balanced. You can’t be ethical without being a good listener. When people say, “I can’t talk right now,” what they really mean is “…
22 February
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korrents.com
Third-party frontier AI auditing is urgently needed and would help prevent extreme concentration of power.Their words
I think frontier AI auditing (covering both safety and security) is both urgently needed and doable, and can help avoid extreme concentration of power, since it introduces external oversight into the decision-making of people with a "country of geniuses in a datacenter" at their disposal.
We're in Triage Mode for AI Policymilesbrundage.substack.com
19 February
13 February
From one piece Dario Amodei — “We are near the end of the exponential” 4 beliefs, in the piece's order there
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Their words
on the basic hypothesis of you know, as you put it, within 10 years we'll get to, you know, you know, what I call kind of country of geniuses in a data center. I'm at like 90% on that. Um and it's hard to go much higher than 90% cuz the world is so unpredictable.
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Their words
I actually think profitability happens when you underestimated the amount of demand you were going to get and loss happens when you overestimated the amount of demand you were going to get because you're buying the data centers ahead of time.
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Their words
but it's not an infinitely compelling product, and I don't think even AGI or powerful AI or country of geniuses in a data center will be an infinitely compelling product. It will be a compelling product enough maybe to get three or five or 10x a year growth even when you're in the hundreds of billions of dollars, which is extremely hard to do and has never been done in history before, but not infinitely fast.
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Their words
on the basic hypothesis of you know, as you put it, within 10 years we'll get to, you know, you know, what I call kind of country of geniuses in a data center. I'm at like 90% on that. Um and it's hard to go much higher than 90% cuz the world is so unpredictable.
12 February
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Their words
But then you actually sit down and do the maths, and then for most people if you just skip one burger per month, that compensates the, the CO2 output, or, like, the water use in equivalent of tokens.
10 February
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Their words
The economics of orbital “datacenters” or essentially glorified Starlink satellites with a bunch of GPUs attached are likely to be even better than Starlink.
Space AI: I guess we’re doing Moon factories nowcaseyhandmer.wordpress.com
6 February
From one piece Why I joined OpenAI 3 beliefs, in the piece's order there
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Their words
I've realized that performance engineering as we know it may not be enough - I'm thinking of new engineering methods so that we can find bigger optimizations than we have before, and find them faster.
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korrents.com
eBPF, Ftrace, and hardware performance counters are proven tools for finding datacenter performance wins.Their words
given those technologies are proven for finding datacenter performance wins, it seems likely
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korrents.com
AI datacenter growth makes performance engineering critical for saving the planet, not just cutting costs.Their words
The staggering and fast-growing cost of AI datacenters is a call for performance engineering like no other in history; it's not just about saving costs - it's about saving the planet.
8 December 2025
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Their words
On the flip side, these captive solar power plants will be curtailing approximately 75% of their generated power and will be able to provide net power on all but a few days per year.
27 November 2025
18 November 2025
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korrents.com
AI translation will stop you learning to speak a language, exactly as AI summaries stop you understanding a book.Their words
Similarly, AI translation will prevent you from learning to speak another language, AI summaries will block you from really understanding the arguments laid out in a book, and AI analyses of your personal problems will make it harder for you to think through solutions to your own problems.
2 November 2025
31 October 2025
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Their words
And then how do they speak? You know, because fundamentally, it doesn’t really matter what’s going on in their head; they haven’t actually got one, but what they say is what’s going to make you realize who they are.
16 October 2025
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Their words
I think in this world where software can be created more easily, design matters so much and designers matter so much. I think designers are going to be the leaders of the future and I think that more designers need to speak step into that leadership role
11 October 2025
From one piece The AI water issue is fake 2 beliefs, in the piece's order there
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korrents.com
A data centre earns its county far more tax revenue per gallon of water than a golf course does.Their words
Data centers are so much more efficient with their water that they generate 50x as much tax revenue per unit of water used than golf courses in the county:
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Their words
It’s very common that I’m told that data centers poison the water around them.
30 September 2025
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korrents.com
Telegram has never shared a single private message with anyone, governments and intelligence services included.Their words
No, never. Telegram has never shared a single private message with anyone, including governments and intelligence services. If you try to access any server in any of the data center locations, it's all encrypted.
30 August 2025
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korrents.com
American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw.Their words, before
Taking this into account, actual water consumed by data centers is around 66 million gallons per day.
Their words now
So to wrap up, I misread the Berkeley Report and significantly underestimated US data center water consumption.
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Their words
However, the methods used to produce these estimates are debatable, and seem to have been chosen to give the maximum possible value for data center water consumption.
I Was Wrong About Data Center Water Consumptionconstruction-physics.com
15 August 2025
From one piece China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer 3 beliefs, in the piece's order there
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Their words
We're not going to run out of natural gas at 1 gawatt per year indefinitely. Okay, what if we're doing 5 gawatts per year? What if we're doing 50 gawatts per year? What if we're doing 100 gawatt per year? Like, you can you can just break the situation.
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Their words
actually it turns out that you can significantly decrease power consumption with a very small reduction in overall compute. So if you if you've got like three really bad days in a row or something, you can actually just like you can dial back your power usage quite a lot without compromising your inference or or um or training.
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Their words
But then all you need to connect that to the outside world is like an optical fiber, right? An optical fiber cable which you can string up on poles, you can run underground, you could even use microwave links if you really wanted to.
30 June 2025
6 May 2025
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Their words
Unless you’re an extreme power user, asking AI questions every day is still a rounding error on your total electricity footprint.
What's the carbon footprint of using ChatGPT?hannahritchie.substack.com
22 March 2025
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korrents.com
People's opinions are shaped more by who they talk to most than by what is actually true.Their words
Though note that people's opinions are often substantially reflections of the people they speak to most, rather than what's actually true.
20 March 2025
13 January 2025
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korrents.com
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.Their words
In today’s world, I think the increase in self-fulfilling asset prices will be due to power and data centers.
31 December 2024
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Their words
There’s still plenty to worry about with respect to the environmental impact of the great AI datacenter buildout, but a lot of the concerns over the energy cost of individual prompts are no longer credible.
16 October 2024
From one piece Graham Hancock: Lost Civilization of the Ice Age & Ancient Human History | Lex Fridman Podcast #449 2 beliefs, in the piece's order there
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Their words
And no ships have survived that speak to the settlement of Australia, and no ships have survived that speak to the settlement of Cyprus either. But that doesn’t mean that that thing didn’t happen.
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Their words
I think it’s partly territorial. I cannot speak of all archeologists, but some archeologists feel very territorial about their profession. They do not feel happy about outsiders entering their realm, especially if those outsiders have a large platform.
7 October 2024
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Lovedrcmnd.app
The Dagger and the CoinTheir words
This is a worthy entry in the genre. It suffers a bit from extensive plot not about banking and characters who barely speak to dragons. But all of that irrelevant fluff makes it one of the most underrated fantasy series I’ve ever read.
10 June 2024
From one piece How to Build an AI Data Center 4 beliefs, in the piece's order there
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Their words
But many of these gains have already been achieved: the best data centers already use just 10% of their electricity for cooling and other non-IT equipment.
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korrents.com
Available power, not land or capital, is what now limits how many data centres get built.Their words
In particular, operating a data center requires large amounts of electricity, and available power is fast becoming the binding constraint on data center construction.
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Their words
But there's also reason to believe that data center power consumption will nevertheless rise substantially.
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Their words
Utility companies see major electrical infrastructure as a long-term investment to be built in response to sustained demand growth.
18 April 2024
From one piece How to Make Off Grid Data Centers Affordable 5 beliefs, in the piece's order there
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Their words
The cooling systems in most data centers are energy hogs and contribute no direct value.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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Their words
Efforts to improve efficiency and remove vestigial features pay off handsomely.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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Their words
Deleting the UPSs could knock off ~$750/kW after considering equipment, installation, and square footage reduction.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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Their words
The 100-megawatt facility might have ten 10-megawatt blocks served directly by a 1500V DC feeder line without connections to other blocks that would require extra switches and routing.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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Their words
Some efforts, like nuclear-powered data centers, are reminiscent of Toyota's hydrogen push.
How to Make Off Grid Data Centers Affordableaustinvernon.site
4 April 2024
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Their words
The copper backplane in the data center rack is effectively the new advanced packaging in the system-level Moore’s Law race.
20 March 2024
4 March 2024
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Their words
You have Bolotnaya in Moscow and police violence, and that’s the end of it. You have the Maidan in Ukraine and you have police violence, and that’s the beginning, that’s not the end.
14 December 2023
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Their words
Yes, and that's true inside companies too. And so you want to set up your culture so that the most junior person can overrule the most senior person if they have data. And that really is about trying to... There are little things you can do. So for example, in every meeting that I attend, I always speak last.
17 November 2023
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korrents.com
China's leaders think in realist terms and America's do not, which is the more dangerous half of the pairing.Their words
The Chinese are my kind of people. They're realists, right? They speak my language. It's the United States that is not very realist. American leaders have a very powerful liberal bent and tend not to see the world in realist terms.
29 June 2023
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korrents.com
There is no correct list of best investing books, only the books that speak to a given readerTheir words
In the end, there is no "right" list of the best investing books. There are only those books that speak to you and those that don't.
12 January 2023
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Their words
This is not about precarity, because this is not a precarious project; this is about total ignorance and incuriosity about best practices, which emanate from a place that doesn’t natively speak English and doesn’t trade in American political references.
High Costs are not About Precaritypedestrianobservations.com
7 December 2022
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Their words
It terrifies me, because these data repositories are not only a risk to individual user privacy, they’re effectively a surveillance super-weapon.
Why encrypted backup is so importantblog.cryptographyengineering.com
21 September 2021
Nothing matches.
What is a korrent?
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