AI Data Center Value Line -- July 23, 2024

Locator: 48218TECH.

For folks investing in AI, one might want to establish a strategic plan. Lots of ways to do that. 

Data center information is tracked here.

The AI data center value line, link here.

OpenAI and Broadcom, link here.

In case you missed it: I consider natural gas (production / delivery) an AI play.

Evolution: in biology, it is not uncommon for a DNA-RNA-protein to change over time (evolve). There are many examples of an organism that has benefited from a protein that evolved for whatever reason to  to be used for another function -- if that makes sense. We saw the same thing with NVID and we're going to see the same thing in energy. All that renewable energy stuff was for electrification for EVs. In fact, as EVs take a back seat / are delayed, all the electricity is now needed for large data centers. 

Back to biology, the phenomenon is known as "recruited genes," and a great example is provided with regard to the evolution of the eye. At the linked site do a word search for "recruited genes."

The earliest eyes were probably just simple eyespots that could only tell the difference between light and dark. Only later did some animals evolve spherical eyes that could focus light into images.

Crucial to these image-forming eyes was the evolution of lenses that could focus light.

Lenses are made of remarkable molecules called crystallins, which are among the most specialized proteins in the body. They are transparent, and yet can alter the path of incoming light so as to focus an image on the retina. Crystallins are also the most stable proteins in the body, keeping their structure for decades.

(Cataracts are caused by crystallins clumping late in life.)

It turns out that crystallins also evolved from recruited genes.

All vertebrates, for example, have crystallins in their lenses known as α-crystallins. They started out not as light-focusing molecules, however, but as a kind of first aid for cells. When cells get hot, their proteins lose their shape. They use so-called heat-shock proteins to cradle overheated proteins so that they can still carry out their jobs.

Scientists have found that α-crystallins not only serve to focus light in the eye, but also act as heat-shock proteins in other parts of the body. This evidence indicates that in an early vertebrate, a mutation caused α-crystallins to be produced on the surface of their eyes. It turned out to have the right optical properties for bending light.

Later mutations fine-tuned α-crystallins, making them better at their new job.

Vertebrates also produce other crystallins in their eyes, and some crystallins are limited to only certain groups, such as birds or lizards. And invertebrates with eyes, such as insects and squid, make crystallins of their own. Scientists are gradually discovering the origins of all these crystallins. It turns out that many different kinds of proteins have been recruited, and they all proved to be good for bending light.

Never, never quit reading.