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投资者 Nick Davidov 认为禁止新建数据中心会阻碍技术创新,导致社会滞留在低效且耗水的旧设施中

来源作者:Garry Tan (@garrytan)原始来源:https://x.com/garrytan/status/2055434943908741554

中文导读

投资者 Nick Davidov 认为禁止新建数据中心会阻碍技术创新,导致社会滞留在低效且耗水的旧设施中。

正文 Markdown

Banning building new datacenters basically means: we’ll get stuck with the old ones Instead of better designs we’ll get stuck with evaporative cooling (consumes water) and low energy efficiency. Data centers are not only for AI. They run your critical infrastructure for hospitals, banks, phones, schools - stuff you use every day. Instead of banning new construction - ban bad designs or outdated hardware. If you ban new construction existing datacenters won’t have any reason to innovate, they’ll just crank up the profit. New equipment runs hotter so it makes companies innovate - direct to chip cooling, submersive cooling, adiabatic and hybrid approaches that reduce water usage to almost zero. For example Nebius doesn’t use active cooling in their DC in Finland, they recover the heat and actually use it to warm up houses in local towns in winter. Careful regulation and rebate/tax credit systems can encourage data centers improve quality of life for people around them - improving connectivity, reducing their electric bills (by constructing their own power generation facilities with clean energy), enriching local communities with taxes, all while consuming less water than a couple of green lawns in front of their houses.