kmod
Joined 17 years ago
Joined 17 years ago
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- I was having trouble embedding the SVGs as links, and ChatGPT recommended Simon Willison's SVG Renderer as a workaround.
Just my 2 cents on the pelicans benchmark: I think it might help if you were a bit more explicit about not taking this one benchmark too seriously. I know you say that at times, but at other times (such as the comment I'm replying to) you elide it which can read as a seriousness about the benchmark.
> Based on actual auction clearing prices and quantities and uplift MW, inclusion of existing and forecast data center load growth resulted in a combined total increase in capacity market revenue for the 2025/2026 BRA, the 2026/2027 BRA, and the 2027/2028 BRA of $23,100,955,341.
This is the increase in revenue to PJM from adding datacenter customers, and includes both the amount that datacenters paid as well as the amount that other customers paid due to higher prices from datacenters. So Fortune calling it an increase to "the public" means that they didn't read the report they are using as their source and are probably just repeating what they thought someone else meant.
Bloomberg in the past worded it as "data centers will add at least $23 billion to customer bills" in April and "added a minimum of $23 billion to customer bills" in February. Which while technically correct (datacenters are customers) seems meant to be misleading. And now that's the number that's getting thrown around as the increase to "the public".
The part I don't get is that the journalists could just give the actual number for the quantity that they are referring to (the amount that non-datacenters paid due to higher rates due to datacenter loads): when I calculated it a few months ago I think it was something like $16 billion rather than $23 billion. I feel like the story would have the same impact if the headline number was $16B as $23B, but $16B has the benefit of not being a misrepresentation of the situation.
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Also I would definitely recommend checking out the PJM BRA report. It's a bit dense but not too hard to follow, and my personal takeaway was that the PJM market is just very dysfunctional and they are blaming the datacenters instead. I thought SemiAnalysis had a good analysis of it: https://newsletter.semianalysis.com/p/are-ai-datacenters-inc...
Personally I think it's necessary to run opencode itself inside a sandbox, and if you do that you can see all of the rejected network calls it's trying to make even in local mode. I use srt and it was pretty straightforward to set up
Your [ORGNAME] chats aren’t used to improve our models
The Google Workspace privacy hub is similarly easy to read and clear that they don't train on your data: https://support.google.com/a/answer/15706919So they definitely understand that people want to hear that their data isn't being used for training, and they know how to say it clearly and reassuringly. Which makes the omission of that in their consumer products more telling in my view.
page 21, says Arizona 2015 golf course irrigation was 120 million gallons per day, citing the US Geological Survey.
https://dgtlinfra.com/data-center-water-usage/
says Google's datacenter water consumption in 2023 was 5.2 billion gallons, or ~14 million gallons a day. Microsoft was ~4.7, Facebook was 2.6, AWS didn't seem to disclose, Apple was 2.3. These numbers seem pulled from what the companies published.
The total for these companies was ~30 million gallons a day. Apply your best guesses as to what fraction of datacenter usage they are, what fraction of datacenter usage is AI, and what 2025 usage looks like compared to 2023. My guess is it's unlikely to come out to more than 120 million.
I didn't vet this that carefully so take the numbers with a grain of salt, but the rough comparison does seem to hold that Arizona golf courses are larger users of water.
Agricultural numbers are much higher, the California almond industry uses ~4000 million gallons of water a day.
I find "1 liter per kWh" to be a bit hard to visualize, but when they talk about building a gigawatt datacenter, that's 278L/s. A typical showerhead is 0.16L/s. The Californian almond industry apparently uses roughly 200kL/s averaged over the entire year -- 278L/s is enough for about 4 square miles of almond orchards.
So it seems like a real thing but maybe not that drastic, especially since I think the hyperscaler numbers are better than this.
1. Go to their enterprise site
2. See what privacy guarantees they advertise above the consumer product
3. Conclusion: those are things that you do not get in the consumer product
These companies do understand what privacy people want and how to write that in plain language, and they do that when they actually offer it (to their enterprise clients). You can diff this against what they say to their consumers to see where they are trying to find wiggle room ("finetuning" is not "training", "ever got free credits" means not-"is a paid account", etc)For Code Assist, here's their enterprise-oriented page vs their consumer-oriented page:
https://cloud.google.com/gemini/docs/codeassist/security-pri...
https://developers.google.com/gemini-code-assist/resources/p...
It seems like these are both incomplete and one would need to read their overall pages, which would be something more like
https://support.google.com/a/answer/15706919?hl=en
https://support.google.com/gemini/answer/13594961?hl=en#revi...
At some point they updated their privacy policy in regards to this, but instead of saying that this will cause them to train on your data, now the privacy policy says both that they will train on this data and that they will not train on this data, with no indication of which statement takes precedence over the other.