Industrial chiller at Yotta Data Services Pvt. data center, in Navi Mumbai, India, on Thursday, Mar. 14, 2024.
Bloomberg | Bloomberg | Getty Images
A huge upswing in the number of data centers worldwide shows no signs of slowing down, prompting Big Tech to consider how best to power the artificial intelligence revolution.
Some of the options on the table include a pivot to nuclear, liquid cooling for data centers and quantum computing.
Critics, however, have said that as the pace of efficiency gains in electricity use slows, tech giants should recognize the cost of the generativeAIboom across the whole supply chain — and let go of the “move fast and break things” narrative.
“The actual environmental cost is quite hidden at the moment. It is just subsidized by the fact that tech companies need to get a product and a buy-in,” Somya Joshi, head of division: global agendas, climate and systems at the Stockholm Environment Institute (SEI), told CNBC via video call.
A wave of data center investment is expected to accelerate even further in the coming years, according to the International Energy Agency, primarily driven by growing digitalization and the uptake of generative AI.
Data centers, which consume an ever-increasing amount of energy, represent a key piece of infrastructure behind modern-day cloud computing and AI applications.
Giampiero Frisio, president of electrification at Swiss multinational ABB, said the engineering group’s data center business has enjoyed remarkable growth in recent years — with the segment on track to grow by more than 24% in 2024.
Frisio said ABB has been well placed in the AI demand boom to supply mid-sized and big-name industry players with all the components needed to run a data center.
“I think the best way to act now is to increase the energy efficiency. That’s the best way because the technology is there, for example the medium voltage HiPerGuard UPS. You can do it, and you can do it tomorrow morning,” Frisio told CNBC via video call.
The HiPerGuard UPS refers to ABB’s industry-first medium voltage uninterruptable power supply, which it says can provide continuous power to large facilities.
A server room at a data center in India.
Dhiraj Singh | Bloomberg | Getty Images
“The second one is to move on the liquid cooling, there is no doubt. Again, this is in the optic of better energy efficiency. Why? Because a single rack, you know the black boxes that look like a wardrobe with all the servers inside, the power density of those is going to be four to six times than before,” Frisio said.
“After that, we are talking about five to 10 years from now, it is the nuclear modular system,” he added.
Big Tech is going nuclear
U.S. tech behemoths Microsoft, Google and Amazon have all secured nuclear energy deals worth billions of dollars in recent months as they seek to bring additional energy capacity online to train and run the massive generative AI models behind today’s applications.
The upsurge of generative AI demand has coincided with a push to find more efficient cooling solutions in data centers, particularly liquid cooling — a process in which water is used to lower the temperatures of servers and other electronic equipment.
I think in the summer of every great technology we discover there is a winter — but don’t pay attention to it until winter arrives.
Raj Hazra
CEO of Quantinuum
French power-equipment maker Schneider Electric recently completed an $850 million deal to take a controlling stake in Motivair Corp, a U.S.-based company that specializes in liquid cooling for high-performance computing.
Schneider Electric CEO Peter Herweck told CNBC last month that the all-cash deal, which is designed to bolster its offering to data centers, was “rich, but not overly expensive” and “fits great” with the firm’s strategy.
Alongside nuclear energy and liquid cooling technology, some tech players have suggested developments within AI could help to decarbonize data centers.
Former Google CEO Eric Schmidt, for example, said last month that since “we’re not going to hit the climate goals anyway”, investing in AI could be pivotal to solving some of our biggest environmental challenges.
SEI’s Joshi flatly rejected this point of view.
“These arguments are not new, they are very much in line with the sort of ‘silver bullet’, ‘tech will save us’ rhetoric,” Joshi said.
“There is something inherently at odds with saying we operate within certain finite planetary boundaries and yet by exceeding them and continuing with the same extractive narratives, we are somehow going to solve the problem that we’re in now,” she added.
Quantum computing
“I think in the summer of every great technology we discover there is a winter — but don’t pay attention to it until winter arrives,” Raj Hazra, CEO of Quantinuum, the world’s largest integrated quantum computing company, told CNBC via video call.
“That is my way of describing what is happening with generative AI, the infrastructure needed to support it [and] the massive data centers that have to be built.”
Hazra said optimism over the generative AI boom is already straining the cost of running the technology.
Aerial view of a data center owned by the US multinational and technology company Google in Santiago on October 9, 2024. The drought that is affecting part of South America, coupled with public pressure, is forcing technology giants such as Google, Amazon, and Microsoft to reformulate their data center projects in the region in favor of low-water consumption ones.
Rodrigo Arangua | Afp | Getty Images
“As wonderful as AI is, there are two challenges to it. One is, is it sustainable from a resource standpoint? The other is, is it responsible?” Hazra said. “The reason I bring up this context is because quantum is critical to both of them.”
Quantum computing refers to an area of computer science that uses the laws of quantum mechanics to solve extremely complex problems.
Hazra said a “who’s who” of businesses and strategic investors have recently expressed an interest in Quantinuum, with the company raising around $300 million in its latest equity funding round. Honeywell, which is the firm’s majority shareholder, said the fundraise put Quantinuum’s valuation at $5 billion.
“One of the things that has become quite apparent is it’s no longer OK to say I have a solution to a problem; you have to say I have a sustainable solution to a problem,” Hazra said.
The CEO said one of quantum’s biggest contributions to society can be to make AI both sustainable and responsible.
“I predict that in the next three to five years, you will see people say, what is my compute infrastructure for running my business? It will be a combination of high-performance computing, AI and quantum,” he added.
HOLMS Attachments has made it easier for heavy equipment fleets to electrify with a new sweeper attachment that’s equipped with its own power source, freeing it from the need for a mechanical or battery (e) PTO.
Commercial trucks do more than just move people and things from place to place – special implements like street sweepers, cherry pickers, and tow beds mean they do real work, as well. But the attachments, implements, and even utility bodies being upfitted onto these trucks were largely developed for diesel platforms. They typically get juice from hydraulics or other power take-off (PTO) systems that typically take the form of a splined drive shaft powered directly by the ICE.
BEVs work differently, and have to draw on their battery power to operate these tools. That takes away which takes away from both the range and performance of the EVs in question. Adding to the complexity, some of these attachments are still mechanically driven, requiring an electrically-driven spline shaft, or “ePTO” to operate.
The new eSL Electric Sweeper attachment from HOLMS aims to solve for all that new complexity that’s emerging as electric equipment becomes more commonplace.
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“Electric equipment in general has taken a lot of different directions,” said Dan Snedecor, President and General Manager of HOLMS Attachments. “We realized, let’s not use the power from the machine, because keeping up with that will be even harder than keeping up with the different style hooks and hydraulic systems.”
Developed for the electric equipment needs of the near future, HOLMS’ eSL optimizes the uptime of your electric vehicle or equipment asset so you can complete more tasks between charging sessions.
“Our theory is this will be kind of like an electric drill that we all have at home, where you leave it plugged in until you need it. You go out, you use it, and then you put it back on the charger when you’re done,” Snedecor told Equipment Journal. “The real benefit of that will be the end users don’t need machines that have extra hydraulic functions necessarily.”
The prototype sweeper is controlled from the cab of the wheel loader via Bluetooth and is equipped with a 10 kWh, 48V li-ion battery pack that’s good for three-and-a-half hours of runtime on a single charge. HOLMS says the sweeper’s battery can be recharged in about 90 minutes.
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We’ve been big fans of highly capable LSVs for a while here on Electrek, and the newest Cushman Hauler XL ELiTE electric utility vehicle keeps that trend alive with an extra-long, 68.5″ aluminum bed for even more cargo-hauling capability.
The Cushman Hauler XL ELiTE’s truck-like layout, functional dash, and familiar, car-like controls make it easier to operate than an ATV with a trailer, while its 1,200 lb. bed load capacity and 1,600-pound payload capacity (plus 1,500 lb. towing capacity) beat the pants off the classic, 00’s-era Ford Ranger pickup’s 1,140 lb. payload capacity.
The Cushman’s flatbed can be upgraded to add steel drop sides, an aluminum box bed (shown, above) and other custom upfit solutions that enable fleet operators to perfectly tailor the Hauler’s capabilities to their specific needs.
You already know how to drive it
The Hauler XL features a “twin pack” of two 56.7V, 4.2 kWh ELiTE lithium-ion batteries (8.4 kWh total) developed by Samsung SDI. The batteries are expected to be good for between four to eight hours of operation, depending on load, and are backed by a 5-year battery warranty.
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What’s more, the newest Cushman features a technology that’s commonplace in cars and trucks, but still incredibly rare in the world of UTVs: regenerative braking.
“The Hauler XL … is an industry leader in bed size, vehicle rating and bed load capacity,” says Adam Harris, vice president and general manager of Cushman and E-Z-GO. “With our five-year battery warranty and patented E-brake technology, it’s built for the most difficult jobs.”
Cushman lists the Hauler XL’s manufacturer suggested retail price (MSRP) at $19,989, but dealers are advertising new ones for as low as $17,398. For that money you get a day’s worth of silent, emissions-free operation and the previously-mentioned 1,200 lb. bed capacity.
Electrek’s Take
Hauler XL ELiTE; via Cushman.
Every smart fleet manager eventually asks themselves whether they need a pickup, or a payload. When they ask that question, they’re usually trying to decide between something like a Ford Maverick and an F-150, but with vehicles like the Hauler XL ELiTE, Club Car Urban UTV, or the latest weird thing Micah Toll dredged up on Alibaba, you get the bed and the payload capacity – and you get them both for $20-30,000 less than a conventional pickup.
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It kind of looks like the Genesis GV60. Kia’s smallest and most affordable electric SUV is set to receive a sleek new coupe variant. The Kia EV2 Coupe was spotted for the first time, giving us a clear look at how it compares to the SUV version.
Meet the Kia EV2 Coupe, a new entry-level EV
The Concept EV2 was first showcased during Kia’s EV Day in April, previewing its upcoming entry-level EV. Kia has yet to say exactly how big it will be, but it’s expected to be slightly smaller than the EV3 at 4,300 mm (169.3″) in length.
Despite its small size, Kia claims it will feel much more spaceous, thanks to a unique interior design. With a higher-sitting ride than you would expect, the EV2 even looks bigger on the road. It sort of resembles a mini EV9 with wide wheel arches and Kia’s new Tiger Face grille design.
With its official launch coming up, EV2 prototypes have been spotted driving out in public a few times now. Camouflaged, of coarse.
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We even got a sneak peek of the interior during an exclusive event at Milan Design Week in April, but the most recent sighting looks a little different.
Kia EV2 Concept (Source: Kia)
The new Kia EV2 Coupe variant was spotted on a car carrier in Korea with a coupe-like design. A video from HealerTV provides a side by side comparison of it compared to the original SUV model.
As the reporter notes, the vehicle looks almost identical from the front and back, until it comes to the C-Pillar. From what we can see, the new coupe design has a bit of a Genesis GV60-like feel to it. The bumper and trunk area have been slightly modified to fit the coupe styling.
Kia EV2 Coupe spotted in Korea for the first time (Source: HealerTV)
The new Coupe variant gains pixelated turn signals on the side mirros, giving it a more futuristic, electric look.
Unlike most of Kia’s new electric vehicles, including the regular EV2, the Coupe variant features horizontal taillights, as opposed to the new vertical design. However, that could change when it arrives in production form.
Kia Concept EV2 interior (Source: Kia)
The interior will feature Kia’s new ccNC (connected car Navigation Cockpit), a panoramic curved infotainment system with dual 12.3″ driver cluster and touchscreen navigation screens.
Kia is set to launch the EV2 in Europe and “other global regions” next year. Given the love for bigger trucks and SUVs in the US, it’s not expected to make the trip overseas.
Kia Concept EV2 (Source: Kia)
Although the company has yet to officially reveal prices, Kia’s CEO, Ho-Sung Song, told Autocar in 2023 that the company wants to launch the EV2 at around £25,000 ($32,000) in the UK. It will sit below the EV3 in Kia’;s lineup, which is priced from £32,995 ($44,800) in the UK and €35,990 ($41,600) in Europe.
What do you think of the Kia EV2 Coupe? Do you like the design better than the original modle? If it looks like the Genesis GV60, sign me up. Let us know your thoughts in the comments.
Check back soon for more info on the upcoming Kia EV2 and new Coupe variant. We’ll keep you updated with the latest.
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