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K
In my naive world, “goodness” all comes down to this set of curves for data center inference - cost per million tokens, with cost...
Dec 27, 2025
There’s an argument often made that the US has had an “oil for security policy” with most of the oil producers in the Middle East that...
Dec 27, 2025
Defense examples specifically (resource subsidies via military budget)...
Dec 27, 2025
K
You’re right - utility scale batteries (and pumped hydropower) can actually do more than peakers because they can absorb excess...
Dec 27, 2025
Actually, peaker plants exist so you can build base-load generation to some calculated level, like the 95th percentile load, rather than...
Dec 27, 2025
K
There’s an argument often made that the US has had an “oil for security policy” with most of the oil producers in the Middle East that...
Dec 27, 2025
K
I agree with your overall sentinment/post, but renewables not being able to baseline or handle peak power ignores how far grid-scale...
Dec 27, 2025
I agree with your overall sentinment/post, but renewables not being able to baseline or handle peak power ignores how far grid-scale...
Dec 27, 2025
The end of damming rivers started in the 1960s, the complete until very recently end of licencing new nuclear power plants began with...
Dec 27, 2025
E
In my experience yield is more likely to asymptotically approach 100% (usually more like 95-98% for a mature process) than increase...
Dec 27, 2025
E
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 27, 2025
L
Some project need low volume, compared to what 300m wafer may offer.
200mm wafer is the best choice, but limited by the process node ...
Dec 27, 2025
C
Happy Holidays! It really was a great one this year. Food, family, friends, boating, definitely one of the better holidays!
Nvidia was...
Dec 26, 2025
S
Great website: It is now growing at 1.7%. It is projected to grow at 2.5% annually through 2035 IF we build all the datacenters.
Seems...
Dec 26, 2025
C
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 26, 2025
Xebec reacted to KevinK's post in the thread AI data centers are forcing dirty ‘peaker’ power plants back into service with
Like.
There’s an argument often made that the US has had an “oil for security policy” with most of the oil producers in the Middle East that...