He is just coping because they fucked up establishing their own hosted solution. Companies are not buying advanced SaaS solutions that only hyper-scalers provide. For SAP they buy beefy VMs and S3 for backup. Both of these are available on any hoster.
Also energy prices are such a dumb argument not to build data centers in Europe. Where does he think aws-eu-west 1-3 get their energy from?
https://docs.aws.amazon.com/global-infrastructure/latest/regions/aws-regions.html
eu-west-1Europe (Ireland)
AWS restricts data center access in Ireland amid power concerns - report
AWS is reportedly restricting the number of resources users can access in Ireland amid ongoing concerns about the amount of power consumed by the nation’s data centers.
Amazon’s cloud platform is periodically limiting access to its Ireland-based eu-west-1 region, according to a report in The Register. Energy-intensive instances, such as those where GPUs are deployed to run AI workloads, are said to be particularly impacted by the restrictions.
It does sound like more generation capacity is required, regardless.
Yeah, because the opinion on cloud computing of the CEO of a vendor that makes terrible software that looks straight from the mainframe era is really relevant…
Klein said there was huge pressure on energy prices in Europe, so building more datacenters was not a good solution.
Well, I assume that this would also involve building out more electrical generation capacity.
We’re going to need to be building capacity in the US.
The report estimates that data center load growth has tripled over the past decade and is projected to double or triple by 2028. U.S. electricity demand is projected to account for data center expansion and the rise of artificial intelligence (AI) applications, domestic manufacturing growth, and electrification of different industries.
The report finds that data centers consumed about 4.4% of total U.S. electricity in 2023 and are expected to consume approximately 6.7 to 12% of total U.S. electricity by 2028.
https://www.energypolicy.columbia.edu/ai-power-demand-and-u-s-energy-policy/
AI Power Demand and US Energy Policy
Recent analysis from the power-consultancy firm Grid Strategies shows that between 2024 and 2029, US electricity demand will grow at five times the rate predicted in 2022.
