Panthalassa CEO Garth Sheldon-Coulson discusses future AI computing workload distributions with Shayle Kann on Catalyst.
Assertion Not checkable as stated
Panthalassa wave data centers achieve 99.8 percent availability with minimal batteries
“In all of our optimizations, we can be achieving for payloads, you know, we can be achieving with very little battery, like, 99.5, 99.8% power availability with far less battery than you would need for an equivalent solar installation, for example.”
Assertion Not checkable as stated
Panthalassa designs deliver wave power at 3.5 to 4 cents per kWh
“We have designs that are two cent per kilowatt hour, On the power. And we, the optimum tends to be, you know, given everything I was just describing, the optimum tends to be in the four cent, three and a half to four cent per kilowatt hour range. But keep in m…”
Prediction Not checkable as stated
Panthalassa expects lower AI chip failure rates at sea than on land
“In many cases, we believe that the reliability of the chips, the failure rates will actually be lower on our platform because we can provide much colder cooling temperatures than is typical on land, and we have no oxygen. We eliminate the oxygen from the paylo…”
Assertion Not checkable as stated
AI reinforcement learning energy demand probably already exceeds traditional pre-training
“And this is an area that is becoming huge in terms of energy demand. It'll, it will, The probably already is bigger than what we have historically considered training, you know, pre-training”
Insight
Ocean convective cooling eliminates traditional data center cooling infrastructure costs for Panthalassa
“We are actually in a resource that gives us free, extremely good convective cooling, and that's huge, because it essentially lets you eliminate the entire cost structure of the data center. And our object is actually replacing both power plant and data center,…”
Prediction Not checkable as stated
Sheldon-Coulson predicts AI hardware will shift away from failure-prone high-bandwidth memory
“There's lots of new accelerators that don't use as much high bandwidth memory and other components that are particularly failure prone, and that's where a lot of the industry will be going.”