As more and more datacenters were being announced, some skeptics kept asking about how datacenters would be powered and cooled. There was concern that the infrastructure was not adequate. "Trust me bro," always seem to be the answer. It turns out building megawatt datacenters requires a great deal of meticulous planning. Who knew?
I completely agree with this. My state was all about banning ICE vehicles and gas stoves and furnaces in about a decade...but had very few plans to handle the terawatt capacity requirements...and this was *before* datacenters got a seat at the table.
Something else that has been brought up is that with delays, the hardware in these datacenters might be obsolete by the time they are built.
I'm...not quite sure I agree with this one as much...
AI always needs the latest and greatest processors.
This...I think, has some wiggle room. Sure, training new models requires greater amounts of compute power, and as newer models and services develop, there will be a need to increase compute power. However, that doesn't mean that older models are useless. They may not be front-and-center, but they can still be used in lesser capacities. ChatGPT 3.5 isn't quite as awesome as v5, but if it's what is used to serve up ads in ChatGPT sessions, the hardware is still perfectly fit-for-purpose. Same goes for Google or Microsoft - older boards may not be front-and-center, but they can still do boring, smaller-scope tasks that are still useful.
Investors might start asking too many questions about what happened to their investments.
...we can only hope.......