What's a favorable climate, apart from, obviously, Greenland? The piece is a little light on details on the correlation between outside temperatures and efficiency & cost. It'd be nice to see even a broad-strokes discussion of that.
Summer is still an issue, but fun solutions are possible. With the right geology, I think it’s possible to heat an underground volume in the summer and recapture (some of) that heat in the winter. In many, many climates, annual heating costs are far higher than cooling costs, at least if people aren’t stupid with skylights. [0]
[0] As a back-of-the-envelope heuristic, heating or cooling load due to conduction and air exchange is proportional to the difference between indoor and outdoor temperature. Outdoor temperatures of -10F to 30F are not unusual in the winter and are 40-80F away from an indoor temp of 70F. But outdoor temperatures in these climates rarely exceed 95F and are mostly lower in the summer, so that’s 15-25F of cooling. And heat pumps are more efficient at smaller temperature differences.
Radiative heating is an entirely different story.
On the other hand: the heat has to go somewhere. So… where? Datacenters already create a warm microclimate in their vicinity, is that getting even worse?
I do think ground based centers will have better economics when they can be built though, and this addresses noise and water complaints which are the big 2 regional complaints.
It seems like lots of bottlenecks are getting solved quickly, except for maybe memory.
Nvidia has so much money and they can’t afford to pay a human for a day of their time to write a blog post?