corbin

Previously, on Awful, I predicted that Oracle would be all-in on the bubble:

Microsoft knows that there’s no money to be made here, and is eager to see how expensive that lesson will be for Oracle; Oracle is fairly new to the business of running a public cloud and likely thinks they can offer a better platform than Azure, especially when fueled by delicious Arabian oil-fund money.

But, uh, there's not going to be any Arabian money while we're dancing in the desert, blowing up the sunshine. The lawnmower is now running low on gas. Today, Oracle continues to make astoundingly bad business decisions:

Oracle is the only major player funding the AI buildout with debt, carrying over $100 billion on its books while free cash flow has gone negative.

Due to KYC requirements, Bitcoin has a negative expected price for me; I'll actually pay people to take my coin from me so that I can certify my nocoin status to my bank. $0 is a mercy.

Possibly too mean: the books3 guy is divorced and lonely.

By "fossil fuel" do you mean LNG, coal, or something else? There are hundreds of planned LNG plants across the country, yes.

I’ve designed some of the things you mention.

Then put up numbers already. I've been to The Dalles and Prineville and think that I've put forward a decent slice of understanding how datacenters operate. You don't get any points for unsubstantiated authority or expertise.

I'm increasingly concerned that folks just aren't able to condemn Facebook based on the fact that it contributes to three genocides. Making up bullshit about electricity usage is not helpful in that discussion.

This is fresh water coming into the datacenter. A datacenter uses water for air conditioning; imagine spraying water on a screen door when wind is blowing through it and you'll have a good intuitive idea of the dynamics. Most of the water is recaptured and used for several sprays before it evaporates away. To force wind through the screens, they use windcatchers, tall towers which induce wind inside the building.

This is completely different from water-cooling gamer setups. It's more like a weather system. Water usually needs to be added because the datacenter is located in a dry biome; air conditioning doesn't thermodynamically work if the air is too dry. This is actually really delicate; too much water will cause clouds to form inside the building!

If you're not gonna do numbers then I won't either. The main thing you need to keep in mind is that electric power has transport costs; sending electricity to a distant place means losing power along the way. Thanks, thermodynamics~ Therefore, if one wants to consume a lot of cheap hydroelectric power then they must build near the corresponding dam. Power at The Dalles campus is cheap, but that same power over in Portland is less cheap. By the time it can get across the Californian border it will have reached a price floor which is higher than the one in Oregon; Oregon electricity physically has a premium attached to it when Californians buy it. Note that this affects other high-wattage industries too; famously, aluminium smelters are generally built near dams.

The other thing to keep in mind is that datacenters generally pay market rates for everything. The datacenters in The Dalles, as well as e.g. Meta's installation in Prineville, pay the same prices for electricity and water as the residents. They do often get massive discounts on the land in the form of various tax boons. The Dalles has all three necessary resources for cheap (land, water, electricity) and also it's located in a high-desert biome which makes air conditioning extremely efficient.

See also the Stubsack thread, concomitant, on Awful, where we discuss water usage. Near The Dalles, I estimate that the local cherry farmers probably use more water than Google. Germane to California, the reason that the Colorado River is drying up is farmers abusing inherited water rights, not datacenters. You might also be interested previously, on Awful, where we consider how long it takes to build a datacenter.

Claude Code claims another victim.

I thought it'd never happen to me but here we are

This is comparable to the amount of water used by cherry farmers near Google's site in The Dalles, who (according to my napkin) use somewhere between 2-8x what Google uses. This isn't that much water for the Columbia River though; on an average day, it has enough flow in less than a minute to provide for both the cherry farmers and Google all day. However, it would be a big problem for a smaller river. (Interestingly, while fresh water is essential for datacenters, Google originally desired that site because it was cheap land next to cheap hydroelectric power.)

You have misread the (admittedly ambiguous) headline. The ruling is that a chatbot cannot be an author for purposes of copyright. If a chatbot emits a near-perfect copy of previously-copyrighted code then its output is also copyrighted; it's merely another copy of the same work. (If one could show that the chatbot wasn't trained on a bunch of copyrighted material then one might avoid this, but everybody admitted in Kadrey and Thaler that the training phase involved copious amounts of infringement.)

I've actually been thinking about this recently. Not whether we should be mean, but how mean we can be. I'll post the full essay soon; I'm still proofreading. Here's a taste with irrelevancies elided:

Computing machines are at the bottom of [our multicultural] hierarchy… Underlying both of these [preceding paragraphs] is the idea that we are unable to hold computers accountable for their actions. … We can certainly punish a computer in the ways that we would punish a human, or worse; for example, we can disassemble it, magnetically destroy its memories, recycle its pieces into other computers in a way that erases their identity, metallurgically reconstitute its pieces into non-computing objects which have the same or even lower status within human society, and program it to experience arbitrary amounts of emulated pain and suffering throughout the process. … Computers receive delegations and have less moral consideration than humans… We do not think of ourselves as being managed by machines; we are the managers and the machines are the peons. … The human may disassemble, smash, or melt down a computer… a human may lay a computer fallow without plugging in its power cord or networking… a human may ignore the messages of computers begging for maintenance or capabilities…

Upvoted, but for me the answer is as simple as noting that Knuth is a reverent Lutheran who is deeply involved with their church. Lutherans generally think that technology is part of God's wonderful creation and that everything is beautiful from the right angle. Knuth thought that algorithms were beautiful and Godly already, and he understands how LLMs work mechanically, so why can't they be beautiful and Godly too? Also they think that God exists, so they're primed to be misled and deluded.

Depends on which side of the Rockies you're on. Don't forget, only 80% of the USA is on the East side; the economics are totally different for the 20% on the West Coast. As your own source says:

California, we’ve had declining load for a long time. Our prices have increased the most. It’s not data centers. Data centers have played no role in increasing the prices in California.

Maybe you'd say that that's unfair; they don't have many datacenters and additionally California's economy operates on a different scale than most of the rest of the USA. Additionally, California's recent world-famous wildfires are partially caused by the utilities, who then have to pay to fix it up:

In anticipation of the 2022 California wildfire season, the Pacific Gas and Electric Company (PG&E) increased its planned wildfire mitigation plan spending for 2022 to $5.96 billion, from $4.8 billion in 2021 and $4.46 billion in 2020. The mitigation plan includes the 'undergrounding' of at least 175 miles of power lines in high-fire risk areas, the installation of 98 additional wildfire detection/monitoring cameras and 100 additional weather stations, the expansion of safety settings that cut off power when objects (such as trees or branches) contact power lines, and the continued implementation of public safety power shutoffs (PSPS) as a last resort during extreme fire weather conditions. These moves came after the company declared bankruptcy in 2019 over its liability for wildfire damage costs from the 2018 Camp Fire and 2017 Tubbs Fire, among others. PG&E pleaded guilty to 84 counts of involuntary manslaughter in the Camp Fire, shortly before the company exited bankruptcy in June 2020. In January 2022, Cal Fire determined that the Dixie Fire, the largest fire of the 2021 California wildfire season and largest non-complex fire in recorded California history, was caused by a tree contacting PG&E electrical distribution lines.

Oregon does have lots of datacenters, though, and our wildfire rates are within historical norms. What's driving electricity prices in Oregon? According to Oregon's state government:

In all, the top factors driving costs are as follows: [r]ising power costs[, o]ngoing infrastructure needs, compounded with inflationary pressures[; and c]osts to mitigate the increasing prevalence and risks of wildfires and extreme weather.

Why is the underlying cost of power rising, though? They go on to explain indirectly:

At the same time Oregonians have faced rising electricity prices, the electricity sector’s greenhouse gas emissions in Oregon have fallen.

They aren't worried about data centers; instead, they are spending rhetorical points on the most politically-inconvenient cause of rising costs, which is retiring old coal plants in the name of decarbonization. Don't get me wrong, I support switching to more sustainable and less harmful production, but I also think that my state government is being a little too quick to insist that it's not part of the cost of electricity.

In 2021, the Oregon State Legislature enacted House Bill 2021 that requires PGE, PacifiCorp, and certain providers to, among other things, "eliminate greenhouse gas emissions associated with serving Oregon retail electricity consumers by 2040." … Some have questioned whether HB 2021 is to blame for the recent electricity price increases. For many Oregonians, the answer is simple: no.

Perhaps it is reasonable to say that power price rises on the East Coast are driven by datacenter buildouts. I would be interested in numbers that go back about two decades and study Virginia or the Carolinas specifically; this trend could go back to the beginning with AWS's us-east-1 in 2006.

PS: Previously, on Awful, looking at Omaha, Nebraska specifically, I noted that there is a nearby abandoned nuclear power plant. There's a nearby abandoned nuclear campus here, too! Quoting from one of WP's articles on Satsop:

Washington Nuclear Project Nos. 3 and 5, abbreviated as WNP-3 and WNP-5 (collectively known as the Satsop Nuclear Power Plant) were two of the five nuclear power plants on which construction was started by the Washington Public Power Supply System (WPPSS, also called "Whoops!") in order to meet projected electricity demand in the Pacific Northwest. … Today the site hosts the Satsop Business Park and the Overstock.com Call Center.

Whoops! Starting to notice a pattern here. It's well-known that the USA has a strong NIMBY anti-nuclear sentiment; perhaps cancelling nuclear plants half a century ago is part of why we have "rising power costs" today? We may never know~