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It's not just a RAM crisis — Panasonic says data center batteries are also selling out months in advance

5 months ago by Sahwa to c/technology

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Panasonic plans to triple battery production as hyperscale AI infrastructure drives unprecedented demand across global data centers

Panasonic has said demand for backup batteries is rising quickly, and it is largely driven by the expansion of AI infrastructure that requires stable, continuous power. It has already allocated around 80% of its planned output to existing customers, leaving only a limited share for new buyers attempting to scale systems.

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Lanske 62 points 5 months ago

Bubble please burst

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Honytawk 15 points 5 months ago

It will burst the same way the dotcom bubble bursted.

Just like the internet, AI will be here to stay.

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Lumisal 53 points 5 months ago

Comparing the dotcom bubble to the AI bubble is like comparing a corn kernel to a corn cob at this point.

The US economy was more spread out and varied back then, and the bubble wasn't over a third of the entire economy.

And you know, the internet actually had market value and was producing profit immediately at least. AI still has yet to turn any profits.

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NotEasyBeingGreen 14 points 5 months ago

AI wouldn't be so bad if the planet wasn't being turned into computronium.

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DarrinBrunner 13 points 5 months ago

Except AI in its current form is actually mostly useless.

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silverneedle 2 points 5 months ago

0 productivity increase. 0. Once this bubble is over the clean up will set us back years and that is if we're lucky.

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merc 1 point 5 months ago

Some form of "AI" will always be around. It has been around nearly as long as we've had computers. We've even had AI chatbots since 1966.

But, the dot com bubble is a bad comparison. If you look at a graph of Internet users over time you can barely even see the dot com crash. The Internet was a massively useful phenomenon and more and more people kept using it. The dot com crash was basically an overestimation of how quickly people were going to adopt it combined with a massive drop in the value of Internet-based ads.

What's much more likely with AI is another AI Winter where a few things stick around, but mostly AI goes back on the back burner for a few more decades.

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TheEighthDoctor 5 points 5 months ago

Another 2008 crisis and not being able to find a job or afford simple necessities, no thanks.

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