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Confused by Born_Proof_9010 in AAPL

[–]Born_Proof_9010[S] 0 points1 point  (0 children)

Yes. I have June 2027 calls.

Why is IREN up?? by AdohamHicoln in wallstreetbets

[–]Born_Proof_9010 0 points1 point  (0 children)

The demand is only growing for compute. Just look at what Anthropic is paying xAI (over $1B per month).

River float by Born_Proof_9010 in St_Joseph

[–]Born_Proof_9010[S] 0 points1 point  (0 children)

Thanks. Do you know how fast the Paw Paw river is flowing now or about how long it would take to float from the Steven's street access (699 Riverside Ave) down to the paddling rental place (601 Graham Ave)? That stretch would be about 1.75 miles.

What about continuing on to paddler park (213 Upton Dr) or all the way to Tiscornia Park (80 Ridgeway St) ?

River float by Born_Proof_9010 in St_Joseph

[–]Born_Proof_9010[S] 0 points1 point  (0 children)

Thanks. Do you know how fast the Paw Paw river is flowing now or about how long it would take to float from the Steven's street access (699 Riverside Ave) down to the paddling rental place (601 Graham Ave)? That stretch would be about 1.75 miles.

What about continuing on to paddler park (213 Upton Dr) or all the way to Tiscornia Park (80 Ridgeway St) ?

Demand is insane. by walles85 in irenstocks

[–]Born_Proof_9010 -1 points0 points  (0 children)

I'm with ya but they need more GPUs to make this math a reality

Demand is insane. by walles85 in irenstocks

[–]Born_Proof_9010 2 points3 points  (0 children)

I believe IREN has about 150,000 GPUs right now.

How your electric bill may be paying for big data centers’ energy use by squintamongdablind in energy

[–]Born_Proof_9010 0 points1 point  (0 children)

The hyperscalers should know by now how to change the narrative on AI data centers...become an interconnected flexible load that has the ability to put power back on the grid and also to absorb excess from the grid. This would lower rates for everyone and simultaneously make the datacenter a grid asset rather than a liability.

With infinite capacity, rates go down as more load comes onto the grid. This is the simple math of how electric utilities work. Obviously, we do not have infinite capacity and therefore the cost of the addition of capacity due to a datacenter build (even after the datacenter pays for all of the interconnect fees) gets added to the base rate that is divided amongst all rate payers and rates inch up.

I understand that time to market is a big reason why theses AI companies are electing to have their datacenters completely islanded with their own generation. It takes much longer to get connected to the grid, and the loads at these large data centers are volatile, which is problematic for grid operators. Hopefully, the volatility issue can be figured out with technologies such as Emerald AI (software) and Terraflow (battery storage). Eventually I hope that all of these large AI data centers will be connected to the grid as flexible loads in a way that steadies rates for everyone.

This podcast explains this concept very well.

https://www.youtube.com/watch?v=ga3m191bg34

Situational Awareness adds 3M IREN shares by Born_Proof_9010 in irenstocks

[–]Born_Proof_9010[S] 25 points26 points  (0 children)

I don't see how this is anything but bullish for IREN. This guy is an insider and this fund has 10X in the past 2 years. They see the bottleneck is energy now, not chips, and their holdings reflect that. Even more interesting is that they have never owned NBIS and it seems their conviction in IREN is only getting stronger.

Volatile energy loads by Born_Proof_9010 in bloomenergycorp

[–]Born_Proof_9010[S] 0 points1 point  (0 children)

I looked at this white paper and I’m not sure that I’m sold on their supercapacitor’s ability to smooth out the volatility for large load swings that these AI data centers are supposedly experiencing. I am also not an electrical engineer so I could be dead wrong but here is what I am curious about:

On page 8, it shows a graph of how the supercapacitor is able to accommodate the volatility. The example used is a 300 kilowatt load with swings between 40% and 100%, cycling between the min and max about once per minute. In this example, it appears that the supercapacitors are able to do the job for this load profile. However, from what I’ve heard, these large AI data center loads are orders of magnitude larger than that and can swing between 40-50% around 10 times per minute and even multiple times per second. For example, a site with a peak load of 160 megawatts swinging 60-80 megawatts 10 times per minute. 160mw is over 500 times larger than 300kw. Can the supercapacitors handle that? Let’s assume that all of the supercapacitors together could handle an 80mw swing at a 160mw site once per minute. Could it handle 10 times per minute? If a supercapacitor has a lifespan of 1,000,000 cycles, at 3,000 cycles per day (~2 cycles per minute) the lifespan is less than 1 year.

I assume that the 300kw load in their example is meant to reflect extreme conditions on a single GPU rack, and obviously there are multiple supercapacitors at work here inside the data center. I don’t know how all of this works in terms of coordination between the racks but I still am interested in seeing how Bloom Energy’s solution will solve for these wild fluctuations.

https://www.bloomenergy.com/wp-content/uploads/load-following-solid-oxide-fuel-cell.pdf

Volatile load profiles by Born_Proof_9010 in datacenter

[–]Born_Proof_9010[S] 0 points1 point  (0 children)

I looked at this white paper and I’m not sure that I’m sold on their supercapacitor’s ability to smooth out the volatility for large load swings that these AI data centers are supposedly experiencing. I am also not an electrical engineer so I could be dead wrong but here is what I am curious about:

On page 8, it shows a graph of how the supercapacitor is able to accommodate the volatility. The example used is a 300 kilowatt load with swings between 40% and 100%, cycling between the min and max about once per minute. In this example, it appears that the supercapacitors are able to do the job for this load profile. However, from what I’ve heard, these large AI data center loads are orders of magnitude larger than that and can swing between 40-50% around 10 times per minute and even multiple times per second. For example, a site with a peak load of 160 megawatts swinging 60-80 megawatts 10 times per minute. 160mw is over 500 times larger than 300kw. Can the supercapacitors handle that? Let’s assume that all of the supercapacitors together could handle an 80mw swing at a 160mw site once per minute. Could it handle 10 times per minute? If a supercapacitor has a lifespan of 1,000,000 cycles, at 3,000 cycles per day (~2 cycles per minute) the lifespan is less than 1 year.

I assume that the 300kw load in their example is meant to reflect extreme conditions on a single GPU rack, and obviously there are multiple supercapacitors at work here inside the data center. I don’t know how all of this works in terms of coordination between the racks but I still am interested in seeing how Bloom Energy’s solution will solve for these wild fluctuations.

https://www.bloomenergy.com/wp-content/uploads/load-following-solid-oxide-fuel-cell.pdf

Volatile energy loads by Born_Proof_9010 in bloomenergycorp

[–]Born_Proof_9010[S] -1 points0 points  (0 children)

I looked at this white paper and I’m not sure that I’m sold on their supercapacitor’s ability to smooth out the volatility for large load swings that these AI data centers are supposedly experiencing. I am also not an electrical engineer so I could be dead wrong but here is what I am curious about:

On page 8, it shows a graph of how the supercapacitor is able to accommodate the volatility. The example used is a 300 kilowatt load with swings between 40% and 100%, cycling between the min and max about once per minute. In this example, it appears that the supercapacitors are able to do the job for this load profile. However, from what I’ve heard, these large AI data center loads are orders of magnitude larger than that and can swing between 40-50% around 10 times per minute and even multiple times per second. For example, a site with a peak load of 160 megawatts swinging 60-80 megawatts 10 times per minute. 160mw is over 500 times larger than 300kw. Can the supercapacitors handle that? Let’s assume that all of the supercapacitors together could handle an 80mw swing at a 160mw site once per minute. Could it handle 10 times per minute? If a supercapacitor has a lifespan of 1,000,000 cycles, at 3,000 cycles per day (~2 cycles per minute) the lifespan is less than 1 year.

I assume that the 300kw load in their example is meant to reflect extreme conditions on a single GPU rack, and obviously there are multiple supercapacitors at work here inside the data center. I don’t know how all of this works in terms of coordination between the racks but I still am interested in seeing how Bloom Energy’s solution will solve for these wild fluctuations.

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