Comment by user43928
5 days ago
Sure, but are we building them fast enough?
Our current global share of AI compute is estimated at 5%, US at 78%, China 11%.
We're projected to briefly rise to 8% around 2028, and back to 5% for 2031.
That does not look like sovereignty and independence from the US.
Are you building them "fast enough"? I follow American politics and infrastructure build-out closer than I do my own local politics as I've been working for American companies in the AI space.
I'm hearing a whole lot of noise, frustration and anger from the construction side that it's getting really hard to build data centres in the US now that the public are coming out hard. Especially in DEEP "red" states.
No, we're not building them fast enough, but there is a lot of money being poured into this space right now, the big bottlenecks are power, RAM and GPUs. We're also spending a lot on Putin's idiocy so there are some other things that aren't helping.