There is an uneasy setting. I get that. You see AI does not exist, and whilst we all see the AI settings develop and some will be setting (read: gambling) 500 billion dollars on that topic, we now see that META is banking on a 200 billion on the stage. But what is this stage? We can tun to Reuters who gives us ‘Meta in talks for $200 billion AI data center project, The Information reports’ (at https://www.reuters.com/technology/meta-talks-200-billion-ai-data-center-project-information-reports-2025-02-26/) where we are given “A Meta spokesperson denied the report, saying its data center plans and capital expenditures have already been disclosed and that anything beyond that is “pure speculation”” However, when we set the stage on a different shoe we see another development. You see, when we think of this in non-AI terms we get that a Data Centre generally ranges from $10 million to $200 million with a typical commercial data center costing around $10-12 million per megawatt of power capacity; smaller data centers can cost as low as $200,000 to build. So when we consider that the upper range of a data centre is $200 million. So what kind of a data centre gives the need to be a thousand times bigger? Now, consider that there are enough people clarifying that AI does not exit. I see AI what some people call True AI and that springs from the mind of Alan Turing. He set the premise of AI half a century ago. And whilst some of the essential hardware is ready, there are still parts missing. Yet what some now call AI is merely Deeper Machine Learning and it gets help from an LLM. This setting requires huge amounts of data, so when you consider that that data comes from a data centre. What on earth is META up to? When need a data centre a thousand times bigger? The only size that makes sense for 200 billion is a data centre that could gobble up whatever Microsoft has as well as Google’s data centers in one great swoop and that is merely the beginning.
Speculation
The next part is speculation, I openly admit that. So when (not if) America defaults on their loans we get an implosion of current wealth and the new wealth will be data. Data will in the near future be the currency that all other parties accept. As such Is META preparing for a new currency? As I see it the simplest setting is whomever has the most data will be the richest person on the planet and that would make sense, that explains Trump’s 500 billion for a data centre and now META is following suit. You see Zuckerberg is really intelligent. I saw that setting 5 years before Facebook existed, but my boss told me that my idea was ludicrous, it would never work. Now we see my initial idea spread all over the planet with every marketing organisation on the planet chomping at the bit to get their slice of pie. So Zuckerberg does have the cajones and the drive to proceed. When data is currency they will be one of the few players in the new economy. And when you take my speculation (possibly even insightful presumption) these data centers make sense and being able to set predictive data learned from active and historical data makes sense in a very real way. Predictive data will be the wave of the future. It still is not AI, but it is in very real ways the next step in data needs. Predictive analytics set the path of this wave 1-2 decades ago. And now we see more data transformations and when the main roads are dealt with the niche markets can be predicted and seen in very real ways.
And the stage is more real than you can see. When people like Zuckerberg are cashing out to get their data centers up and running, there is a real drive to be first to cash in. As I see it, my next step would be to score a job with a data centre doing mere maintenance and support work. You see, as all these big players evolve their needs, their manpower will need to come from infrastructures that these data centers require. So support and power will have the greatest staffing needs in the next decade. Just my thoughts on the matter.
Have a lovely day today