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by samstave 684 days ago
Wonderful.

Now, if we add the layers of the SubmarinCableMap [0] DataCenterMap [1] - and we begin to track shipments

And

https://i.imgur.com/zO0yz6J.png -- Left is nuke, top = cables, bottom = datacenters. I went to ImportYeti to look into the NVIDIA shipments: https://i.imgur.com/k9018EC.png

And you look at the suppliers that are coming from Taiwan, such as the water-coolers and power cables to sus out where they may be shipping to, https://i.imgur.com/B5iWFQ1.png -- but instead, it would be better to find shipping lables for datacenters that are receiving containers from Taiwain, and the same suppliers as NVIDIA for things such as power cables. While the free data is out of date on ImportYeti - it gives a good supply line idea for NVIDIA... with the goal to find out which datacenters that are getting such shipments, you can begin to measure the footprint of AI as it grows, and which nuke plants they are likely powered from.

Then, looking into whatever reporting one may access for the consumption/util of the nuke's capacity in various regions, we can estimate the power footprint of growing Global Compute.

DataCenterNews and all sorts of datasets are available - and now the ability to create this crawler/tracker is likely full implementable

https://i.imgur.com/gsM75dz.png https://i.imgur.com/a7nGGKh.png

[0] https://www.submarinecablemap.com/

[1] https://www.datacentermap.com/