#aiboom — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #aiboom, aggregated by home.social.
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#ECB #economists #warn of a potential #marketcorrection driven by the #AIboom. They cite historical parallels with past technological revolutions, suggesting that #overvaluation and #investoruncertainty could lead to a #downturn, even if #AI’s #economicimpact is positive. The economists emphasise the need for investors to prepare for this possibility, highlighting the risks to European retail investors and the broader economic consequences. https://www.cnbc.com/2026/08/18/ai-tech-rally-correction-economists.html?eicker.news #tech #news #ainews
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Inflation Is Cooling but 2 Risks Remain, Morgan Stanley Says
It’s been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that…
#NewsBeep #News #Economy #AIboom #aibuildout #Business #concern #Fed #forecast #gapen #Inflation #Iran #Memory #MorganStanley #possibility #price #risk #topuseconomist #UK #UnitedKingdom #us
https://www.newsbeep.com/uk/738744/ -
Inflation Is Cooling but 2 Risks Remain, Morgan Stanley Says
It’s been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #AIboom #aibuildout #Business #concern #Fed #forecast #gapen #Inflation #iran #Memory #MorganStanley #possibility #price #risk #topuseconomist
https://www.newsbeep.com/us/814139/ -
Inflation Is Cooling but 2 Risks Remain, Morgan Stanley Says
It’s been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that…
#NewsBeep #News #Economy #AIboom #aibuildout #AU #Australia #Business #Concern #Fed #forecast #gapen #inflation #Iran #memory #MorganStanley #possibility #price #risk #topuseconomist #us
https://www.newsbeep.com/au/855343/ -
#Apollo chief economist #TorstenSlok warns that the #AIboom’s #profits are being funded by #investors rather than #customers. The most profitable part of the #AIvaluechain, #silicon and #equipment, relies on the least profitable part, #models and #applications, to continue growing revenue or raising capital. This lopsided profit margin structure could threaten the stability of the industry if #AIfinancing slows down. https://fortune.com/2026/08/10/torsten-slok-ai-profit-margins-capex-oracle/?eicker.news #tech #news #ainews
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I find this compelling, but my economic clue is subprime (pun intended). I would love to read critique on their arguments.
https://www.groundbrkr.com/p/the-second-derivative-why-no-one
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Financing the AI boom: from cash flows to debt [pdf]
https://www.bis.org/publ/bisbull120.pdf
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You can’t decouple economic growth from energy consumption. Building the future requires power.
Look at the AI boom—global data center energy use is approaching 1,050 TWh because advanced computing requires massive upfront power. The broader economy works the exact same way.
Critics panicking over short-term emission spikes lack a 10-year vision. Technology scales exponentially. With global clean energy spending at $2.2 trillion and clean tech driving 99% of new generating capacity, market dynamics will naturally cause emissions to recede as the infrastructure matures.
We don’t solve global challenges with economic stagnation or austerity. We solve them by leaning into growth, building infrastructure, and letting innovation deliver the long-term efficiency that benefits everyone.
#CdnPoli #EnergyTransition #MarkCarney #AIBoom #TechRealism #CleanTech #EconomicGrowth
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#SanFrancisco’s #AIboom is driving up #livingcosts, making it difficult for even high-earning tech workers to find #affordablehousing. The potential #IPOs of #OpenAI and #Anthropic could exacerbate this issue. https://the-decoder.com/san-franciscos-ai-boom-is-pricing-out-six-figure-tech-workers-who-cant-find-rent-under-5000/?eicker.news #tech #media #news
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Severe #weather is increasingly impacting #datacentres, a critical component of the #AIboom. #Extremeheat, in particular, poses a threat by stressing data centres and the #powergrids they rely on. To mitigate these risks, data centre operators are adapting their designs, including raising chiller temperatures and incorporating #climatechange factors into specifications. https://www.cnbc.com/2026/06/29/ai-data-centers-heatwave-climate-risk-weather.html?eicker.news #tech #media #news
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AI boom risks global financial crash, warn central bankers
#HackerNews #AIboom #financialcrash #centralbankers #technology #risks #economy
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How Space Weather Could Bust The AI Boom
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https://spacenews.com/how-space-weather-could-bust-the-ai-boom/ <-- shared technical article
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https://futurism.com/artificial-intelligence/ai-data-centers-electric-grid-meltdown <-- shared technical article, “AI Data Centers Pushing Electric Grid Into Meltdown”
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https://doi.org/10.1146/annurev-earth-032524-012356 <-- shared 2026 paper, “Magnetic Storms and Geoelectric Hazards”
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#AI #datcenters #infrastructure #impacts #solarstorms #spaceweather #risk #hazards #overloading #electricity #energy #powersupply #energygrid #vulnerable #transmission #energy #demand #consumers #geoelectrical #geomagnetism #blackout #damage #cost #economics #equipment #transformers #carringtonevent #NERC #grid #reliability #electricaldemand #utilities #magneticstorm #electromagneticinduction #extremeevent #historicalevent #hazardanalysis #spaceweather #history #Carrington #geoelectric #humanimpacts #risk #hazard #monitoring #network #geology #geomagnetism #impedance #rock #soil #utilities #electricaltransmission #powerlines #magnetotelluric #sensor #blackout #brownout #energy #geoelectrichazard #geoelectric #GIS #spatial #mapping #spatialanalysis #spatiotemporal #model #modeling #geomagnetism #geomagneticstorm #telecommunication #electronics #hardened #geography #mitigation #preparedness #geomorphology #geomorphometry #surfacegeology #cost #economics #disaster #impacts #technology #InternetOfThings #internet #USA #review #CONUS #numericalmodeling #realtimemonitoring #AIBoom #Bust
@North American Electric Reliability Corporation (NERC) -
Billions Spent And Hypothetical Returns: The AI Boom Explained With Six Charts
(expenditure is growing fast and consumer take-up accelerating; but alarm bells are sounding)
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https://www.theguardian.com/technology/2026/jun/07/billions-spent-hypothetical-returns-the-ai-boom-explained-with-six-charts <-- shared technical media article
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“… [The] latest peak in the AI market comes amid a multitrillion-dollar spending spree on related infrastructure such as datacentres. Meanwhile, companies are attempting to deploy the technology in a way that makes investing in it worthwhile. Here’s a look at what stage the AI boom is at and six key charts that tell us how we got here…
• Datacentres are propping up US GDP - …This means that datacentres – and the AI boom – carry a disproportionate share of US growth, and a large part of why the world’s largest economy, despite significant headwinds, still looks healthy. Any dent in this expenditure could have economic, and thus political, consequences…
• AI has sent stocks soaring
• Expenditure is growing at a staggering rate
• Firms and consumers are adopting AI at pace
• Claude is snapping at ChatGPT’s heels
• AI is getting more expensive to use
• Datacentre building might not keep pace with demand
• What AI models can do is expanding rapidly…”
#AI #impacts #benefits #overview #technicalarticle #AIBoom #humaninpacts #datacenters #Datacentres #expenditure #cost #economics #infrastructure #building #investment #stocks #GDP #USgrowth #sustainability #statistics
@TheGuardian -
Press Release: Rising #Emissions, Depleting #Water and Vanishing #Land—UN Scientists: #AI Is Threatening #NaturalResources for Billions
By 2030, AI's water use will match the needs of 1.3 billion people while its power use triples that of 650 million, UN University investigation warns
Date Published
3 Jun 2026Excerpt: "Inference, efficiency, and the rebound effect
"Public discussion has largely focused on the energy required to train massive models. Training GPT-3 was estimated to require 1.3 gigawatt-hours (GWh) of electricity, while estimates suggest GPT-4 consumed between 50 and 70 GWh. However, the report reveals this framing is outdated. Once a model is deployed, inference—the continuous running of models to answer everyday user prompts—becomes the dominant cost, accounting for 80 to 90 per cent of total #AI energy use. ChatGPT alone is estimated to process around 2.5 billion prompts per day, translating to roughly 383 GWh of electricity per year for a single product. Offsetting associated carbon emissions would require 2.6 million tree seedlings grown for 10 years, enough trees to cover a land area the size of Manhattan. The water footprint is equivalent to the minimum annual domestic water needs of roughly 500,000 people in Sub-Saharan Africa, and the land footprint is equal to over 800 football fields."
Read more:
https://unu.edu/inweh/news/environmental-cost-of-AIs-Enrgy-use-carbon-water-and-land-footprints#AIBoom #Electricity #Hyperscale #BigTech #BigData #CarbonFootprint #EnvironmentalRacism #EnvironmentalDegradation #NoisePollution #LightPollution #WaterIsLife #AIAgents #BotTraffic #GreenSpaces #Farmland #Prairies #Woodland #TechGiants #ProtectNature #NoDatacenters #EnergyConsumption #USPol #WorldPol #Datacentres
#DatacenterMoratoriums #ArtificialIntelligence -
The #EnvironmentalCost of #ArtificialIntelligence: #Carbon, #Water, and #LandFootprints
#AI’s rapid growth drives huge energy, water, and land use, raising environmental and equity challenges across its global infrastructure.
Date Published 3 Jun 2026
UNU-INWEH Report: Aczel, M., Chamanara, S., Matin, M., Farsi, A., Marwala, T., Madani, K. (2026).
"This report, Environmental Cost of Artificial Intelligence: Carbon, Water and Land Footprints, by the #UnitedNationsUniversity Institute for Water, Environment and Health ( #UNU - #INWEH ) on its 30th anniversary, examines one of the most underexplored consequences of AI’s rapid expansion: the environmental footprints of the energy required to power it. As artificial intelligence becomes embedded in economies, public services, research, communication, and everyday life, it depends on a growing physical infrastructure of #datacenters, advanced #chips, #CoolingSystems, #ElectricityGrids, #WaterResources, land, and #CriticalMineral supply chains. The report shows that AI is not only a digital technology, but also a material system with measurable #EnvironmentalCosts.
"The report moves beyond a carbon-only lens by quantifying the carbon, water, and land footprints associated with the electricity used to train, deploy, and operate AI systems at scale. Its central finding is that AI’s environmental costs depend not only on how much electricity is used, but also on where that electricity is generated and which energy sources power it. Every kilowatt-hour used by AI carries carbon, water, and land implications, and these footprints do not always move in the same direction: low-carbon electricity is not automatically low-water or low-land. The report also shows that AI’s footprint is shaped by both major infrastructure trends, including the rapid growth of data centers, and everyday use patterns, including model choice, output length, modality, and the growing use of text, image, and video generation.
"Importantly, the report frames AI’s environmental footprint as a governance and justice challenge, not only a technical problem. The benefits of AI often flow across borders and sectors, while the environmental burdens of data center siting, electricity demand, water withdrawals, #LandUse, MineralExtraction, and #EWaste can be concentrated in specific communities and regions. To address these risks, the report calls for a responsible AI ecosystem grounded in transparency, efficiency by design, equity and #EnvironmentalJustice, lifecycle responsibility, global cooperation, and sustainable use. By making AI’s carbon, water, and land footprints visible and comparable, the report provides a practical basis for integrating AI into energy, climate, water, and land-use planning, ensuring that innovation advances without shifting environmental costs onto vulnerable communities."
Download PDF:
https://unu.edu/inweh/collection/environmental-cost-of-AIs-Enrgy-Use-Carbon-water-and-land-footprints#AIBoom #Electricity #Hyperscale #BigTech #BigData #CarbonFootprint #EnvironmentalRacism #EnvironmentalDegradation #NoisePollution #LightPollution #WaterIsLife #AIAgents #BotTraffic #GreenSpaces #Farmland #Prairies #Woodland #TechGiants #ProtectNature #NoDatacenters #EnergyConsumption #USPol #WorldPol #Datacentres
#DatacenterMoratoriums -
The #AI boom is gobbling up power faster than ever
By Hannah Beckler, June 7, 2026
Excerpt: "The data center boom is accelerating.
"A Business Insider analysis of US data center permits reveals a staggering escalation in data center power use. Data centers across the US are growing in number and in size. If all data centers permitted through 2025 come online, they will use between 224.3 terawatt-hours and 358.8 terawatt-hours of electricity annually, an increase of 50% over the previous year across the range, Business Insider's analysis found.
"At the midpoint, that's more than all the #electricity used by any one US state in 2024, except Texas.
"The vast majority of this power use is driven by #hyperscale data centers, mammoth facilities that use 40 megawatts or more each, Business Insider estimates.
"#TechGiants have an insatiable appetite for more computing power to fund their AI ambitions. In 2025, permits were issued for 176 new data centers across 34 states — the most new permits in one year since the first was issued in 1976, Business Insider found. Many of them are mammoth facilities destined for rural areas — enormous complexes blanketing #prairies, #GreenSpaces, and #farmland.
"#AmazonCorp's planned 14-building data center complex in #RidgelandMS, would transform nearly 800 acres of rural #woodland. In the village of #MountPleasantWI, Microsoft's nine data center buildings would command a collective footprint of over 5.2 million square feet built on a property nearly the size of New York City's Central Park, according to planning documents. And just outside #EagleMountainOT, #QTS — one of the nation's biggest data center operators — is building one that is expected to demand between 1.9 and 3 terawatt-hours a year once fully online, according to Business Insider's estimate. On average, that's the same amount of electricity used by 227,000 US homes.
"The race by tech companies to reach ever-greater AI ambitions has sparked a sweeping backlash from local residents and state and local officials wary of #Datacenter impacts on the #environment, economy, and #communities. And development-friendly lawmakers could face a reckoning in this year's #midterms, in which data centers are emerging as a key issue for many voters."
https://www.businessinsider.com/us-ai-data-center-power-electricity-use-consumption-2026-6
Archived version:
https://archive.ph/hJXeS#NoDatacenters #AIBoom #EnergyConsumption #NoisePollution #LightPollution #WaterIsLife #USPol #USMidTerms #Elections2026 #Datacentres #DatacenterMoratoriums #BigData #BigTech
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GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ https://youtu.be/1IixIk_o6Yc
🎙️ ICYMI on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.
#BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot
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GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ https://youtu.be/1IixIk_o6Yc
🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.
#BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot
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What if Satya Nedella wore an Xbox hoodie and pretended to be Emperor Palpatine? ⚡️ https://youtu.be/1IixIk_o6Yc
In this clip from the Boss Rush Podcast, LeRon and I joke about Nedella's influence over Xbox as we watch Asha Sharma's career with great interest.
#BRPLive #BossRushPodcast #Xbox #AIInfrastructure #AIBoom #CoreAI #XboxCopilot
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GameStop $55.5B eBay intent, Xbox Copilot cancelled, and AMD warns AI pushing RAM prices up. 💰 ⚡️ https://youtu.be/1IixIk_o6Yc
🎙️ This week on the Boss Rush Podcast, LeRon Dawkins and I react to the Star Fox revival, Asha Sharma's continued shakeup across Xbox, GameStop's pitch to buy eBay, and more.
#BRPLive #BossRushPodcast #RAMpocalypse #Xbox #eBay #GameStop #AIInfrastructure #AIBoom #CoreAI #XboxCopilot
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RE: https://mastodon.energy/@AndrewHenry/116513621085578364
Expect them to folllow the #FossilFools playbook and look for ways to offload that debt onto taxpayers.
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Sectors Up Close: Big Tech firms ramp up AI spending
Amazon, Alphabet, Microsoft and Meta plan to spend more than $700 billion on building AI this year, they announced in quarterly results. There's something in here for both the AI boosters and the sceptics, Russ Mould of AJ Bell told Reuters #News #Reuters #Newsfeed #MarketNews #TechStocks #ArtificialIntelligence #AIBoom #BigTech #ai Read the story here: 👉 Subscribe: Keep up with the latest news from around the world:…
https://fllics.com/en/video/sectors-up-close-big-tech-firms-ramp-up-ai-spending/
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#Google CEO #SundarPichai stated that the rise of #AI has created more #investmentopportunities for the company. Alphabet is exploring external investments, including in #SpaceX and #Anthropic, to capitalise on the #AIboom. Pichai emphasised the importance of being good stewards of capital and maximising return on invested capital (ROIC). https://www.cnbc.com/2026/04/07/google-ceo-pichai-says-ai-shift-opens-opportunities-invest-startups.html?eicker.news #tech #media #news
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1 Bloomberg: #Global #stocks, which had rallied on the back of the #AIboom and falling #interestrates, have lost about $14 trillion in value since the conflict in the #MiddleEast began. 🧵 #markets
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"Yes, the information technology boom was most certainly one. That era, when Cisco Systems was asking the public “Are you ready?” for the Internet Age, was extraordinary. For six straight years starting in 1995, US nonresidential fixed investment — a broad category that spans structures, equipment and intellectual property — contributed more than a full percentage point to overall GDP growth. Such a thing cannot be found in US statistics going back to 1930. And at the start of that process, in December 1995, Greenspan told his fellow monetary policymakers he had a hypothesis that surging investment in computing and telecommunications technology was bringing down cost pressures. He said that should be incorporated into how the Fed set interest rates, and marshaled the panel behind a reduction.
But the other element of Greenspan’s observation was the importance of globalization (...) He noted that it could take a decade to be sure about the disinflationary process he suspected was underway. And when he had that extra decade of data to analyze, he emphasized the importance of bringing China and the former Soviet-bloc economies into global supply chains.
“Over the past decade or more, the gradual assimilation of these new entrants into the world’s free-market trading system has restrained the rise of unit labor costs in much of the world and, hence, has helped to contain inflation,” then-Chair Greenspan testified to Congress in November 2005. In his 2007 memoir, he flagged that “China is by far the dominant contributor to this trend.” By then, his bigger worry was that the disinflationary impact of the integration of the Chinese workforce was coming to an end. As it turned out, his concern that globalization had run its course was premature."
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"Perhaps the clearest examples are advanced memory and training chips, which are among the most important—and are by far the most expensive—components of training any AI model. Currently, most of them are produced by two companies in South Korea and one in Taiwan. These countries, in turn, get a large majority of their crude oil and much of their liquefied natural gas—which help fuel semiconductor manufacturing—from the Persian Gulf. The chip companies also require helium, sulfur, and bromine—three key inputs to silicon wafers—largely sourced from the region. In addition, Saudi Arabia, Qatar, the United Arab Emirates, and other regional petrostates have become key investors in the American AI firms that purchase most of those chips.
Because of the war in Iran, the Strait of Hormuz is functionally closed to most shipping vessels, stranding one-fifth of the world’s exports of natural gas, one-third of the world’s exports of crude oil, and significant quantities of the planet’s exportable fertilizer, helium, and sulfur. Meanwhile, Iran and Israel have begun bombing much of the fossil-fuel infrastructure in the region, which could take many years to replace. In only a month of war, the price of Brent crude—a global oil benchmark—has jumped by 40 percent and could more than double, liquefied-natural-gas prices are soaring in Europe and Asia, and helium spot prices have already doubled. The strait is “critical to basically every aspect of the global economy,” Sam Winter-Levy, a technology and national-security researcher at the Carnegie Endowment for International Peace, told us. “The AI supply chain is not insulated.”
The situation could quickly deteriorate from here. A helium crunch could trigger a shortage of AI chips or cause chip prices to rise."
https://www.theatlantic.com/technology/2026/03/ai-boom-polycrisis/686559/#AI #GenerativeAI #AIBoom #AIBubble #War #Iran #USA #Oil #Trump