Become a fan of Slashdot on Facebook

 



Forgot your password?
typodupeerror

Comment TSMC (Score 1) 25

I checked at the web site, and like all the other AI chip designers, actual fabrication is by TSMC at 5nm and 4nm. My understanding is that TSMC's fab complex in Arizona can do 5nm parts, and will be able to do 4nm relatively soon. Also that they are at Arizona's capacity for those nodes doing work for Apple and AMD. So FuriosaAI's parts will be made in Taiwan.

The US AI stock bubble is hideously dependent on a few fabs in Taiwan.

Comment I'm so old... (Score 1) 61

...I remember when companies wanted to accelerate depreciation, so they could take the write-off sooner.

I also remember the days when the tax laws made me a depreciable asset in my role doing tech research. I never quite worked up enough nerve to call the accountants and ask what happened after they had depreciated away my full value :^)

Comment Re:Best time was 30 years ago, 2nd best time is no (Score 1) 62

Wyoming is an interesting case. Data centers that have big NG-fired backup generation can connect to the grid only if they turn dispatch of those backup generators over to the grid operator. In high-demand intervals, the operator runs the backup generators rather than bringing in high-cost power from distant generators. Or runs them for frequency control if that's necessary.

There's been at least one case of a data center that signed the contract to allow the operator to run their NG-fired generation. When it turned out they had never actually implemented the control interface, the local utility cut them off cold. Want to buy a data center building with its own substation, the cooling infrastructure, etc? It's sitting idle just outside Cheyenne, with the current owners banned from connecting to the grid.

Comment Interesting Wyoming tariffs (Score 2) 88

Wyoming's Public Service Commission has approved some interesting tariffs for large data center service. The data centers are required to make their backup generation facilities dispatchable under control of the utility most of the time. During periods of high demand, if the backup generators are the cheapest source of additional power, the utility gets to make the decision about running those generators.

The same arrangement probably can't be used in places where an ISO operates the grid through a pure market system.

Comment Re:Make me an offer (Score 1) 160

Most of the biggest battery companies also sell utility scale installations. Tesla has said in public filings recently that they are selling MegaPacks faster than they can build them. My small local power authority -- peak summer demand around 750 MW -- has ordered a 400 MWh battery system. The batteries are being built by a Korean company that is already constructing a big US factory. The power authority would probably accept some delivery delay if they didn't have to pay the tariffs.

Comment Re: If headline asks a question then the answer is (Score 1) 83

I've always believed the headline writers were thinking they couldn't present some outlandish claim as fact, but rephrasing it as a question let them off that hook. So not "Peking U makes fastest transistor", which as several commenters have pointed out would require some knowledge and an actual explanation, but rather, "Did Peking U make fastest transistor?" From there, Betteridge's Law is just a corollary.

Comment Chips (Score 3, Interesting) 76

Just from a technology perspective, are there any of the bleeding-edge chip processes that yield radiation-hardened parts, or parts that take the kind of vibration that goes with launch to orbit? TTBOMK, and I'd love to hear from experts, the military is still sticking with 28nm parts for weapon systems. Can anyone even build a competitive AI or cloud data center with 28nm parts these days?

Comment Colstrip's an interesting case... (Score 1) 126

Their out-of-state customers paid the penalties and bought their way out of the contracts some years back. Montana's legislature figured out that for in-state utilities alone, Colstrip's power was painfully more expensive than other generators. The tech bros building -- supposedly building -- all the AI server farms have shown no interest in anything except no-carbon power. They want renewables, and exotic geothermal, and shiny new nuclear. It's one thing to say Colstrip can continue to operate without new emission controls. It's another thing entirely to find customers for the power.

Comment Re:People Don't Want to Move to China (Score 2) 115

The US has a long line of engineers that want to work in the country even with Trump as President.

I think the issue with the Trump administration is not whether those engineers want to work in the US, but whether they legally can work here. At this point, it looks like green cards and other visas that allow the holder to work are going to be much more difficult to get.

Slashdot Top Deals

Exceptions prove the rule, and wreck the budget. -- Miller

Working...