Nathan Warren, William Gildea, and Azeem Azhar posted new notes

Androids may or may not dream of electric sheep, but data centre providers are having nightmares about power supply.

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We forecast chip supply to outrun data center energization next year. What does that mean for the AI trade? Likely some push-back of installations, but also opportunities for innovative power solutions at smaller sites, and lower utilization to run more chips at lower power draw. Full article below:

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It is January 2020 all over again. Something is spreading fast. Most people haven’t noticed, and the people who have are worried.

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