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1041 points mpweiher | 2 comments | | HN request time: 0s | source
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tietjens ◴[] No.45225051[source]
Article claims Germany is beginning to shift. I wouldn’t count on that. Despite having to import all of their energy aside from renewables, there is a wide-spread suspicion of nuclear here. The CDU made a lot of noise about it while they were in the opposition, but turning those closed plants back on is highly unlikely. Very costly and I’m not certain the expertise can be hired.
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kulahan ◴[] No.45225195[source]
With AI on the horizon and each server farm using as much energy as a medium-sized city, I have no idea how they hope to meet demand otherwise, unless the plan is just some equivalent to "drill baby drill".
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toomuchtodo ◴[] No.45225295[source]
You limit data center power demand until the AI bubble pops.

Peak Bubble - https://news.ycombinator.com/item?id=45218790 - September 2025

US Data center projects blocked or delayed amid local opposition - https://news.ycombinator.com/item?id=44097350 - May 2025

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kulahan ◴[] No.45225330[source]
Cool, your country fell way behind every other developed nation in this and you've missed out on a huge industry. In the end, your citizens will still use the products, they'll just probably end up having to pay more for the same functionality.
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1. toomuchtodo ◴[] No.45225345[source]
Other countries can shoulder the cost of the hand waving grift. If it turns out they succeed, lift their models and weights. Eat some potential IP liability for not incurring economic damage ("inefficient capital allocation") chasing magic. Be first, be smarter, or cheat ("you can just do things"). DeepSeek showed a bit of this (model training efficiency), as Apple does slow walking their gen AI. Why incur material economic risk to be first? There will be no moat.

https://hbr.org/2001/10/first-mover-disadvantage

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2. toomuchtodo ◴[] No.45256364[source]
> Wall Street Journal columnist Christopher Mims shared another chart, saying: “The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months alone.” Man, are they optimistic. Mims linked to an article by Paul Kedrosky, who offers another perspective [1] on the AI bubble, as a percentage of GDP. Kedrosky, in turn, quoted Chinese President Xi Jinping, who warned of overinvesting in AI-focused datacenters. When Xi Jinping and Wall Street traders are on the same page, you know it’s bad. [2]

[1] https://paulkedrosky.com/honey-ai-capex-ate-the-economy/

[2] https://open.substack.com/pub/thealgorithmicbridge/p/im-an-a...