# Сопутствующие статьи по теме Data Centers

Who is Making Money in the AI Era? The Must-See Investment List for HALO Asset Trading

The article examines who profits in the AI era, revisiting Daniel Gross's 2024 questions on AI's impact. It finds value is concentrated in infrastructure: Nvidia, with a $3.2 trillion market cap increase, captured most profits, while cloud providers like Microsoft saw modest gains. Energy emerged as a critical bottleneck, with nuclear and utility stocks surging. Copper demand soared due to data centers, while coal saw mixed results. Geopolitically, the US leads in AI investment and model development. API costs plummeted 50x, driving deflation in knowledge production, but overall SaaS revenues grew. Key bottlenecks include chip packaging and power transformers. The piece also discusses AI's uneven impact on employment, regional real estate, and the fragile balance in semiconductor supply chains, particularly on Taiwan.

marsbit03/06 06:41

Cheaper to mine, harder to profit – The new reality for Bitcoin miners!

ambcrypto02/28 08:02

How Do Chinese AI Models Use Tokens to 'Export' Electricity?

The article explores how Chinese AI models are effectively "exporting" electricity globally through token consumption. In 2026, data from OpenRouter shows that Chinese models account for 61% of the top ten models' token usage, with MiniMax M2.5, Kimi K2.5, and Zhipu GLM-5 leading. This shift is driven by the rise of tools like OpenClaw, which exponentially increases token usage, and the significantly lower cost of Chinese models compared to Western alternatives (e.g., MiniMax at $0.3 per million input tokens vs. Claude Opus at $5). The core idea is that token consumption represents the export of computational power and electricity. When a developer overseas sends an API request, it is processed in Chinese data centers using China’s cheaper electricity (about 40% lower than the U.S.), without the power physically leaving the country. This creates a form of invisible, tariff-free "export" of energy. The trend mirrors Bitcoin mining, where China once dominated by converting cheap electricity into digital value, but AI tokens offer more utility and deeper integration into global workflows. However, challenges like data sovereignty and chip restrictions remain. Ultimately, the token economy is becoming a new frontier in U.S.-China tech competition, with Chinese models gaining influence by embedding into developers' systems worldwide.

比推02/26 13:05

State-Backed French Energy Giant Engie Eyes Bitcoin Mining

State-backed French energy giant Engie is exploring the possibility of pairing bitcoin mining data centers or battery storage with its new Assu Sol solar project in Brazil. The aim is to use bitcoin mining as a grid-balancing tool and revenue source, rather than a standalone industrial bet, especially as the plant faces output curtailments due to grid constraints. With 895 MWp of installed capacity, the project has been affected by renewable energy curtailment issues common in Brazil. Engie’s evaluation is part of a broader infrastructure planning process and not an imminent launch, with implementation expected to take a couple of years. This approach reflects a growing trend where bitcoin mining is viewed as a flexible demand source for excess power.

bitcoinist02/24 19:34

Grid Wars: Bitcoin Hashrate Drops As AI Demands More Electricity

Bitcoin's network hashrate has dropped below 1 zettahash, falling to a seven-day average of 993 EH/s. This decline is attributed to increased competition for electricity from AI data centers, which are securing long-term power contracts and driving up costs. As electricity is the largest expense for miners, many are shifting operations toward AI computing to secure better profit margins. Some are retrofitting mining sites to host AI hardware, leading to more stable, long-term revenue streams. The power grid operator PJM has proposed new rules to manage surging AI demand, while political pressure mounts for tech firms to pay more for electricity. Despite the hashrate drop, the Bitcoin network continues to produce blocks, but the competition for affordable power is reshaping the mining industry.

bitcoinist01/20 05:02

Trump’s Emergency Energy Strategy Signals a Turning Point for Bitcoin Miners

Former President Trump's proposed emergency energy strategy aims to address rising U.S. electricity prices by having large companies, particularly AI data centers, fund new power plants through 15-year contracts. This could unlock $15 billion in new power generation, increasing supply and stabilizing costs. For Bitcoin miners, who rely on cheap electricity, this offers potential relief from current pressures where high energy prices and competition from AI firms are forcing many to transition to AI-related work. If implemented, the plan may slow this shift by making mining more economically viable again, though benefits would take years to materialize. The proposal ultimately shifts power expansion costs to tech giants, potentially helping miners remain competitive in the long term.

TheNewsCrypto01/16 11:48

AI in the US 'Competes with the People for Electricity', Nuclear Power Becomes Silicon Valley's 'Last Hope'

The rapid expansion of AI in the U.S. is driving unprecedented electricity demand, leading major tech companies to invest heavily in nuclear power to secure stable energy supplies. Meta has signed long-term agreements to procure up to 6.6 GW of nuclear power by 2035, while Microsoft, Amazon, and Google are also backing nuclear projects, including restarting retired plants and developing small modular reactors (SMRs). This shift comes as data centers—powered largely by AI—double global electricity consumption by 2030, straining the U.S. grid. The PJM grid, serving 13 states, is near capacity, with power demand growing at 4.8% annually. However, new transmission lines take 5–10 years to build, far slower than data center construction. Power shortages have caused electricity prices to surge by over 200% in some regions, raising public concern and regulatory pressure. Companies like Microsoft now advocate for data centers to bear higher grid upgrade costs. While the U.S. pushes for a nuclear revival supported by federal policy, transmission infrastructure remains a bottleneck. Alternatives like space-based computing are emerging, but nuclear energy remains a critical near-term solution for AI’s growing power needs.

marsbit01/15 10:06

From the 'Babson Break' to AI and Meme Coins: A Global Bubble Driven by FOMO Is Taking Shape

The article draws a parallel between the 1929 "Babson Break" and current warnings about an AI bubble, suggesting a global FOMO-driven speculative mania is forming across multiple asset classes. It highlights concerns over unsustainable valuations in AI tech companies, where massive data center investments (projected near $1.6 trillion annually by 2030) are fueled by hype around unproven AGI capabilities. Beyond AI, bubbles are identified in gold, government bonds, private credit (dubbed "crap loans"), and particularly meme coins like TRUMP and MELANIA, which saw values plummet over 88%. The author argues speculative frenzy is amplified by social media, creating a global "attention economy" where collective obsession—from AI to pop culture trends—drives synchronized global market movements. While tech giants may withstand the AI investment rush, risky leverage by newer players and opaque financing structures (like SPVs buying Nvidia chips) raise systemic concerns. Experts warn that a collapse in AI or crypto could trigger a global crisis, emphasizing that productive eras historically follow only after speculative excesses are disciplined by regulation.

marsbit12/18 13:38