Lynn McGuire
2024-11-13 23:43:17 UTC
I am on the periphery of the ongoing blanketing of the USA with AI
servers. I have a few facts that might just blow you away.
The expected number of AI servers in the USA alone is presently a
million (SWAG). The current cost for a single AI server is $500,000 US.
1,000,000 x $500,000 = $500 billion US of capital.
Each AI server idles at 5,000 watts and uses 15,000 watts at full
compute level.
15,000 watts x 1,000,000 = 15,000,000,000 watts = 15,000 MW = 15 GW
Current peak usage in Texas is 85,000 MW = 85 GW.
Where is all of this electric power going to come from, especially since
we are shutting down 100+ coal power plants per year in the USA ?
”Biden administration sets plan to triple US nuclear energy capacity by
2050″
https://www.utilitydive.com/news/biden-administration-plan-to-triple-us-nuclear-energy-capacity-by-2050/732807/
“The road map aims for 200 GW of net new capacity from newly built
reactors, restarts of plants retired for economic reasons and power
uprates of existing reactors, the White House said Tuesday.”
BTW, one of the Bitcoin miners bought a gas turbine power plant last
year in central Texas and is using that power for their Bitcoin mining
machines, onsite. They are adding a few more gas turbines posthaste.
They are saving five cents/kwh in transmission and distribution fees by
colocating the power generation gas turbines and the mining machines.
I do not have good numbers for the electric vehicle changes to the
electric grids in the USA yet. That number may be 10X this number if
the 18 wheelers and locomotives are converted to electricity.
Lynn
servers. I have a few facts that might just blow you away.
The expected number of AI servers in the USA alone is presently a
million (SWAG). The current cost for a single AI server is $500,000 US.
1,000,000 x $500,000 = $500 billion US of capital.
Each AI server idles at 5,000 watts and uses 15,000 watts at full
compute level.
15,000 watts x 1,000,000 = 15,000,000,000 watts = 15,000 MW = 15 GW
Current peak usage in Texas is 85,000 MW = 85 GW.
Where is all of this electric power going to come from, especially since
we are shutting down 100+ coal power plants per year in the USA ?
”Biden administration sets plan to triple US nuclear energy capacity by
2050″
https://www.utilitydive.com/news/biden-administration-plan-to-triple-us-nuclear-energy-capacity-by-2050/732807/
“The road map aims for 200 GW of net new capacity from newly built
reactors, restarts of plants retired for economic reasons and power
uprates of existing reactors, the White House said Tuesday.”
BTW, one of the Bitcoin miners bought a gas turbine power plant last
year in central Texas and is using that power for their Bitcoin mining
machines, onsite. They are adding a few more gas turbines posthaste.
They are saving five cents/kwh in transmission and distribution fees by
colocating the power generation gas turbines and the mining machines.
I do not have good numbers for the electric vehicle changes to the
electric grids in the USA yet. That number may be 10X this number if
the 18 wheelers and locomotives are converted to electricity.
Lynn