Some worry costs will always be too high for profits. In a blog post on his company’s website, Harris Kupperman, a self-described boomer investor and the founder of the hedge fund Praetorian Capital, laid out his bearish case on A.I. infrastructure. Because the building needs upkeep and the chips and other technology will continually evolve, he argued that data centers will depreciate faster than they can generate revenue.| IEEE ComSoc Technology Blog
AirJoule harvests water from air using sorbent materials and waste heat, and the process could help with data centers’ high water use.| Latitude Media
The top small modular reactor stocks to watch, curated for pure-play exposure to next-gen nuclear fission and its enabling supply chain.| Exoswan Insights
The IEA forecast indicates a sharp rise in the requirements of AI, but said threat to the climate was ‘overstated’| the Guardian
Multilateral development banks can help derisk the costs of decarbonisation and intereconnections, with tech companies like Google playing a key role as large offtakers of clean energy.| Eco-Business
Stop with individual carbon footprints already| molily.de
Potential impacts of AI in the energy sector, both its growing energy consumption and ability to transform the sector - new IEA report.| Enlit World