I thought they were totally just using flare gas and renewables ;) 🙄

But my understanding for real is that ai data centers are just the same hardware as buttcoin but more of it and organized. The venture capitalists finally got what they wanted, blowing their wad on Nvidia.

China already has 200% the capacity relative to their demand. They've been growing solar fast enough to beat very high 8%+ electricity consumption growth last year, and can probably keep the pace.

Every company uses storage, and every growing company needs more.

You're comparing mountains to molehills. That's before you consider improvements in storage and compression relative to demands for space, or the degree to which our storage capacity "needs" are predicated on the voracious appetite of AI models and their unwanted output. Or, for that matter, the inefficient distribution of data and proliferation of spam data that predates it.

very few companies are training generative AIs

Most US Growth Now Rides on AI—And Economists Suspect a Bubble

The expansion in demand is entirely being driven by the expansion in AI capacity.