The Hyperscalers -- A Deep Dive -- May 28, 2024

Locator: 47969TECH.

This is what caught my interest: there is talk of a proposed data center in Wyoming that will be powered by small, modular nuclear reactors. Think about that. If accurate -- think how big that data center is likely to be that it requires nuclear energy. Backed by three titans, including Bill Gates. 

Location: near Cheyenne, Wyoming. Take a look at the map, and you will understand why this location. 

Links only for now:

• Cheyenne, Wyoming, 945-acre data center,
• 800,000 square feet of data centers (yes, plural) on a 945-acre plot
• the City of Cheyenne annexed 1,283 acres of land between Clear Creek Parkway and South Greeley Highway for the development of the park earlier this year.
• not much known about company behind this; partnered with company specializing in modular nuclear power units
• the company behind Goat Systems is unclear – the company is registered through services firm Corporation Service Company (CSC) – but is likely either a hyperscale operator or a developer serving the hyperscalers.
• hyperscalers:
• wiki:
• RedHat:
• digital reality:
• Nvidia "corners" all four major cloud hyperscalers with Blackwell "superchip."

Tech tracked here.

Transistor count, perhaps the most important page for novice investors in tech.

Reminder:

• CPUs
• GPUs
• NPUs
• FPGAs
• memory: RAM
• memory: flash
• memory: ROM

But right now, the emphasis on GPUs, a lot packed into this table, spend some time on it:

Disclaimer Briefly 

Reminder: I am inappropriately exuberant about the US economy and the US market, I am also inappropriately exuberant about all things Apple.

See disclaimer. This is not an investment site.

Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.  

Reminder: I am inappropriately exuberant about the US economy and the US market, I am also inappropriately exuberant about all things Apple. 

****************************
Data Centers / Hyperscalers

First story:

• xAI: one-million-square-foot AI center in Tennessee

• worldwide:

• US: