Quote Of The Year

Timeless Quotes - Sadly The Late Paul Shetler - "Its not Your Health Record it's a Government Record Of Your Health Information"

or

H. L. Mencken - "For every complex problem there is an answer that is clear, simple, and wrong."

Wednesday, April 24, 2024

I Usually Stay Clear Of Politics But I Need To Add My Voice To Those Who Think Julian Assange Needs To Stay In An UK Or US Jail Until He Agrees To Shut Up Permanently.

 

I feel to man is clearly a deluded self-publicist with very few redeeming features and that is being polite!

Others clearly agree:

Assange’s sordid tale of treachery


Julian Assange is a criminal, a fabulist and an undisciplined, arrogant work-shy fraud who lacks an education while remaining a mannerless vulgarian. The WikiLeaks founder is no journalist.

By Alan Howe

April 20, 2024

Julian Assange is a criminal, a fabulist and an undisciplined, arrogant work-shy fraud who lacks an education while remaining a mannerless vulgarian.

In Assange’s fantasy world he is a warrior for justice; the truth is his WikiLeaks was a Trojan horse for hate. Assange did not set out to reveal what he believed to be the immoral, corrupt manner in which our allies in the West seek security in a dangerous world. He wanted to strafe the foundations of the complex, sensitive diplomatic communications that help keep us a step ahead of our enemies.

His betrayals raise him into treason’s hall of fame alongside Norway’s Nazi collaborator Vidkun Quisling, the Gunpowder Plot’s Guy Fawkes, and Marshal Philippe Petain who led Vichy France.

Et tu, Assange? No doubt. He is the Judas Iscariot of the digital age.

Assange describes himself as a journalist, editor and publisher. He is neither a journalist nor an editor – trained as either he would have handled his infamous leaks more responsibly – but he is certainly a publisher in the manner that so is anyone who posts a photograph of their kids on social media.

Recklessly dumping classified correspondence on a website is regarded as journalism by nobody.

Publisher too was Chelsea Manning who, while training in intelligence for the US Army, stole hundreds of thousands of secret files from her employer, hiding these in a CD dressed up as a copy of Lady Gaga’s The Fame album. Fame of sorts would come Manning’s way. She passed these files on to the recently established WikiLeaks.

It was being published from England by Townsville-born, Melbourne-raised Assange. He claims to have attended 37 schools but learnt very little at any of them, but he did study maths and computing at the University of Melbourne, leaving before any credentials loomed.

Assange first appeared on my radar in July 1995, when I edited a Melbourne newspaper and he was interviewed about drug “recipes” that could be found on the internet. He said anyone with a basic knowledge of pharmacology could make amphetamines, ecstasy, crack and “lots of versions of LSD”.

At the time he was part of a group of hackers and ran their operations from his mother’s house. Going by the name Splendide Mendax (roughly, glorious liar) Assange and his friends tricked their way into some significant websites in the days before computer security was so highly rated: it is estimated that today about 10 per cent of any company’s information technology budget is spent keeping out the likes of Assange.

In December the following year, court documents secured by The Australian show, Assange appeared at a pre-sentencing hearing in the Victorian County Court, where his crimes included hacking 11,000 computers owned by Canadian telecommunications company Northern Telecom. His Melbourne lawyer, Paul Galbally, told judge Leslie Ross: “One of the motives for these offences was that by leading on to these major computer sites, it gave you the power and enabled you to move from one site to the other.”

Ross believed Assange had wanted only to empower himself and had not sought personal gain, so he was spared a jail term but ordered to pay reparations of $2100.

The lucky hacker’s sense of victimhood was already well developed – it would flourish lavishly – and Assange told Ross “a great misjustice has been done and I would like to record the fact that you have been misled by the prosecution”.

He was, and remains, a first-class whinger. As former prime minister John Howard said more than a decade ago: “He’s just an attention seeker of the worst kind.”

When trying to attract the attention of London’s women, The Guardian reported, Assange went on a dating site using the pseudonym Harry Harrison and writing that he was 188cm tall and, according to the site’s online test, “87% slut”. “He began: ‘WARNING: Want a regular, down to earth guy? Keep moving … I am DANGER, ACHTUNG!’ ”

The 2010 WikiLeaks documents made Assange’s name and reputation. The tidal wave of documents was released to left-leaning newspapers, most of which had once been esteemed but by then were living off the momentum of the past. These included The Guardian, The New York Times, The Age and The Sydney Morning Herald.

All defence forces in all conflicts commit regrettable acts that end in the death of innocents.

Ten million civilians were killed in World War I, not too many intentionally but more than the number of combatants. It is estimated that perhaps 85 million people died during World War II, maybe 25 million of whom were combatants.

On the night of March 3, 1945, towards the end of that conflict the RAF mistakenly bombed the Dutch village of Bezuidenhout killing 532 locals. It’s war. It happens, as we saw with the recent accidental killing of aid workers in Gaza.

WikiLeaks’ most acclaimed exclusive was video of the killing of a group of Iraqis dubbed Collateral Murder. US soldiers in Baghdad had come under fire and sent up an Apache helicopter that spotted a group of locals, some appearing to hold military equipment.

The audio and vision of that episode reveal on-edge, no doubt inexperienced, young American soldiers watching these men. They fire upon them killing them all, including two Reuters journalists. It is a dreadful event. But it is also war. Inadvertent tragedy is regrettable but common. Were these killings avoidable? Perhaps.

The nature of communications between even allied nations is necessarily secret and robust. Who can forget WikiLeaks revealing that America’s man in Australia thought Australia’s then prime minister Kevin Rudd had made “significant blunders”, or that Rudd told a group of visiting US congressmen “the national security establishment in Australia was very pessimistic about the long-term prognosis for Afghanistan”.

But these sometimes petty, sometimes vindictive conversations allow the free flow of opinions between and about countries. The cogs of diplomacy would jam if leaders and diplomats thought nothing they uttered was private. It is why they were labelled secret and why Manning and Assange are guilty of towering crimes.

Paul Monk, a specialist in international relations, an author and former senior Australian intelligence analyst, has been monitoring the Assange case for years.

“There have always been people – most famously Daniel Ellsberg (who stole and released the Pentagon Papers revealing American strategies during the Vietnam war) – who have leaked things for what they believe to be principled reasons,” he says. “One can debate back and forth whether they made a correct judgment.” Monk insists Assange is not in that category.

“Assange has openly said that he wants to make it impossible for the diplomatic and security system to work,” Monk says, adding that Assange has character flaws rather than “some great insight into the ways our diplomatic services and intelligence agencies function”. Unlike Ellsberg, Assange had never worked inside and understood the system “he openly said he wanted to wreck”. He never understood what purposes it served. “He’s plainly intelligent, but somehow he became a self-obsessed narcissistic rebel.”

Ellsberg assumed he would be jailed for life for his crimes, the price he was prepared to pay for what he saw as a moral duty.

“Assange thinks it’s outrageous that they want to arrest him,” Monk says.

Manning passed the first files to WikiLeaks in February 2010. She was arrested in May and charged with theft, computer fraud and abuse, disobeying orders and, more seriously, aiding the enemy, for which an offender can be executed. Prosecutors did not seek the death penalty and on conviction Manning received a 35-year jail term that Barack Obama commuted after seven years.

Assange faces 18 charges in the US over the stolen WikiLeaks documents and could be sentenced to a combined, but improbable, 175 years. His pressing legal issue in 2010 was a series of possible charges of rape and sexual molestation arising from a visit to Sweden. Interpol posted a Red Notice seeking his arrest. He was detained briefly in London, bailed and continued working at WikiLeaks while dealing with the Swedish claims. Assange always denied them, but in August 2012 he sought asylum at the Ecuadorian embassy in London and was granted Ecuadorian citizenship.

Ecuador’s hypocritical left-wing president, Rafael Correa, hated his country’s free press but admired Assange. An embassy office was remodelled for him with a bathroom and kitchenette, and the embassy kitchen provided him with food – supporters sent him endless hampers from Harrods – and allowed him to buy a cat. But the house guest quickly turned into a house pest.

Assange reportedly was unclean, ungrateful and unmanageable. The Ecuadorians were patient with their unexpected lodger, whose stay cost them $10m, mostly on security. By 2019 they had enough, cancelled his citizenship and invited London police to enter and arrest him.

To describe his rooms as a pigsty is an insult to pigs. Ecuador’s ambassador, Jaime Marchan, took London’s Daily Mail through them, saying Assange “had to be reminded of normal standards of behaviour all the time. He would always leave the cooker on.” The veteran diplomat added: “The asylum system is to protect innocent people. (He) abused it. He is a predator.”

Marchan said the Australian had a disgusting way of protesting against what he thought unfair treatment: “When Assange wanted to be unpleasant he put excrement on the walls and underwear with excrement in the lavatory. We had to remind him to flush the toilet and clean the dishes.”

Assange – who was given the run of almost the entire embassy building in up-market Belgravia – played loud music and refused to clean up after his cat.

Marchan added with irritation: “We have proved Ecuador respects human rights but he didn’t comply with his obligations. He is very selfish. I told him, ‘One day you’ll realise how much Ecuador did to protect you.’ ”

These days Assange is held in Belmarsh prison, just outside Woolwich in southeast London. He has already written to King Charles to complain about his conditions. Other famous inmates have included disgraced former British cabinet member Jonathan Aitken, who described the jail’s “stillness of the morning … amazingly peaceful – Belmarsh was as quiet as a becalmed battleship”. One of author Jeffrey Archer’s most serious complaints when held there was not being able to purchase bottled Highland Spring water.

Acclaimed Scottish author Andrew O’Hagan was approached by a publisher to write Assange’s life story – to be known as WikiLeaks versus the World: My Story by Julian Assange – and for a time was embedded in the activist’s life as both men tested each other to see if it would work.

O’Hagan is Glaswegian tough, but he had never encountered anyone like his subject. By then Assange had fallen out with almost everybody, including the editors of the newspapers he had chosen to publish WikiLeaks. O’Hagan observed: “He had a strange, on-the-spectrum inability to see when he was becoming boring or demanding. He talked as if the world needed him to talk and never to stop. Oddly for a dissident, he had no questions.”

In between Assange boasting that Cuban dictator Fidel Castro had said he loved WikiLeaks, O’Hagan noticed that he “tended to eat pretty much with his hands. People in magazine articles say he doesn’t eat, but he had three helpings of lasagne that night and he ate both the baked potato and the jam pudding with his hands.”

Later, the author rented a house nearby. “I made lunch every day and he’d eat it, often with his hands, and then lick the plate. In all that time he didn’t once take his dirty plate to the sink. That doesn’t make him like Josef Mengele, but, you know, life is life.”

Here is the link

https://www.theaustralian.com.au/inquirer/wikileaks-founder-julian-assanges-sordid-life-of-luxury/news-story/ad3a56041477347baf54a05b969bd55b

Sorry for wasting your time on this jerk – but as the above shows – he really is an unpleasant piece of work.

His first and last mention on this blog, but people need to come out and point out what an unsatisfactory and useless human he is!

David.

Tuesday, April 23, 2024

We Reap What We Sow With Mental Health Services Provision!

This appeared last week

Psychiatrists warn mental health system is ‘under siege and stress’

Exclusive By Natasha Bita

Education Editor

8:27PM April 19, 2024

Psychotic and suicidal patients are being turned away from short-staffed public hospitals, as the nation’s health ministers work to plug gaping gaps between medical treatment and NDIS support for the mentally ill.

Frontline health and emergency workers have warned of a “dangerously broken” mental health system as hospitals overflow with mentally ill patients who are too poor to pay for ­private psychiatric help.

Professor Allan Fels, a former National Mental Health Commissioner who served on the Victorian Royal Commission into mental health, on Friday said he knew people who had killed themselves after hospitals refused to treat them.

"I know people who’ve been turned away from hospital taking their lives straight away,’’ he told The Weekend Australian.

“Most mental health services are not well organised and badly resourced, especially for the treatment of the homeless who are mentally ill.’’

Professor Fels said he felt the Bondi Junction massacre – when mentally ill man Joel Cauchi used a knife to murder six people and injure 12 others before a policewoman shot him dead last weekend – could have been prevented.

“My feeling was that if we had a better mental health system, including accommodation for people with severe mental illness, this tragic event might not have occurred,’’ he said.

“Tragically, (mental illness) is not a very high public priority and even within the health system, it’s much less of a priority than common illnesses such as cancer.

“But the Bondi experience could be a turning point.’’

The nation’s health ministers on Friday agreed to work on ways to support people with mental illness who do not qualify for support under the National Disability Support Scheme. he father of Joel Cauchi, the man who killed six people in Bondi Junction's Westfield, has spoken out about why… he believes his son targeted women in the horrific attack. “He wanted a girlfriend, and he’s got no social skills, and he was frustrated out of his brain,” Andrew More

Federal Health Minister Mark Butler, who met state and territory health ministers in Brisbane on Friday, said they were still analysing the “unmet need for mental health services for people with particularly severe and chronic mental health’’.

He said governments would “try and work out where those gaps are for people with severe needs who might not be currently in the NDIS”.

Tragic and distressing details of mental health patients’ suffering are detailed in submissions to a NSW parliamentary inquiry into mental health.

Paramedics revealed that mental health cases make up 15 per cent of their workload, and they attend 670 suicide attempts, 1559 cases of suicidal ideation, and 489 cases of self-injury every month.

Ambulances are repeatedly taking the same patients back to hospital, sometimes multiple times a day.

“A system should not be so broken that patients are made worse off by the people they are seeking help from,’’ the Australian Paramedics Association of NSW has told the inquiry.

“Paramedics are at the coal face of this crisis. We see our patients become more and more unwell over time, unable to access the right care at the right time.’’

The chair of the NSW Upper House inquiry into outpatient and community mental health care, Greens health spokeswoman and former GP Amanda Cohn, said a payroll tax levy to raise funds for mental health – already imposed on employers in Victoria and Queensland - should be “on the table’’ in NSW.

“That’s what we’re doing with mental health,’’ Dr Cohn said. “We’re leaving people just languishing on endless waitlists in the community until they’re in a state of absolute crisis, bringing them into hospital for the absolute bare minimum of (treatment) and then putting them back in the community without support.

“We wouldn’t do it with any other kind of health condition.’’

Psychiatrists have described NSW’s mental health system as “under siege, under stress and in survival mode”, with chronic shortages of psychologists and mental health workers.

“Emergency departments have become the main entry point into the mental health system for many people,’’ the Royal Australian and New Zealand College of Psychiatrists has told the inquiry.

“The medical workforce is under unprecedented strain, with public services at risk of shrinking or closing due to lack of medical workforce.’’

The Australian Medical Association said homeless people were being rejected from Community Mental Health teams, which require patients to have a fixed address. It criticised a “fragmented and siloed’’ system.

Rural Doctors’ Association of NSW president Charles Evill said most mental health services are at or near capacity.

“In regard to attempted suicides, there seems minimal support, if any, after an accident and emergency assessment,’’ Dr Evill said. “This is a potentially fatal problem considering poor access to GPs and long waiting times and poor access to psychologists.’’

If you or someone you know is at risk of suicide, call Lifeline (13 11 14) or the Suicide Call Back Service (1300 659 467), or see a doctor.

Here is the link:

https://www.theaustralian.com.au/nation/politics/psychiatrists-warn-mental-health-system-is-under-siege-and-stress/news-story/6f9e3d0665e3664f71e2658f3a4b1d7b

Having, for my sins, run a large metropolitan hospital emergency department for a number of years I know from experience that these places are just not where you care for the disturbed and mentally ill. You need calm, privacy and skilled dedicated staff, which is too big an ask in a busy ED!.

More, you need access to these experts at short notice – something that they often fail to understand - and leave amateurs to try an cope with disturbed patients - who need an expert hand sooner rather than later – if they are going to be successfully cared for!

My experience is now somewhat dated but I have seen no evidence things have changed and I have to say it is the rare psychiatrist who is seized of the need to respond promptly when called – to the disadvantage of those poor souls who find themselves in EDs.

We in EDs know threatened or attempted suicide / self-harm are medical emergences and need a swift and skilled response – which we are often ill-equipped to provide!

Let me know if things have improved! As for how resources in this area can be boosted that is well above my pay-grade!

David.

Sunday, April 21, 2024

I Suspect We Have A While To Go Before We Can Declare Total Victory Over COVID-19 And Its Sequelae.

This appeared last week as a bit of a reminder.

Long Covid expert backs dedicated care clinics over seeing GPs

Exclusive

By Milanda Rout

Deputy editor of The Weekend Australian's Travel + Luxury

8:37PM April 19, 2024

The nation’s leading expert in Long Covid care has urged the federal government to back dedicated treatment clinics and abandon plans to shift the burden of patient care to GPs.

The government is leaving those suffering the debilitating effects of Long Covid – thought to be as many as 10,000 cases a month – to GPs and online support, in defiance of a federal ­parliamentary committee’s recommendation that supports funding more Long Covid rehabilitation clinics.

Professor Steven Faux, the co-founder of the Long Covid clinic at St Vincent’s Hospital in Sydney, said the government’s approach was flawed and Long Covid care should be conducted in rehab clinics like his, which takes a holistic approach to treatment.

Professor Faux, the hospital’s director of pain medicine who previously spent 22 years as the director of rehabilitation, has a six- to nine-month waiting list for new patients, he says in an interview for The Weekend Australian Magazine.

“The GPs are doing their best but there’s not enough GPs, and it’s very complicated because you’ve got to rule out everything else first,” Professor Faux says.

In January of this year, 100,000 positive cases were registered in the country. That means, 10,000 people got Long Covid,” Professor Faux said. “And every month there’ll be ­another 10,000.

“There’s lower vigilance with respect to Covid vaccinations and so we expect that people will get it a little bit more. There’s been no decrease in demand at the clinic.”

An RMIT study published last October found the nation had “insufficient Long Covid clinics to meet the demand”.

The Senate committee’s Sick and Tired: Casting A Long Shadow report into Long Covid ­recommended “funding be provided in partnership with state health departments for selected public hospitals to develop multidisciplinary Long Covid clinics linked to nationally consistent referral guidelines for screening patients with challenging Long Covid complications.”

Health Minister Mark Butler has not supported the recommendation, instead stating that those living with the condition would benefit from the ­government’s commitment to “expand general practices”.

Professor Faux’s clinical team at St Vincent’s includes nurses, physiotherapists, a sleep specialist, a neurological rehabilitation expert, and a psychologist. A rehabilitation program is tailored to each patient’s needs.

“If patients are identified early and they … start treatment early, the evidence from overseas is that they recover faster,” Professor Faux said.

Here is the link:

https://www.theaustralian.com.au/nation/long-covid-expert-backs-dedicated-care-clinics-over-seeing-gps/news-story/d4310ee45ef954e4309ce1e9987e008e

This rather feels to me that we are seeing an outburst of wishful thinking on the part of the Departmental Bureaucrats that COVID is over and we can all go beck to the way we were – even though there is good evidence specialist services will be needed for a while yet and that there is evidence that the disease has a ‘long tail’ for some small percentage of patients – who of course need care!

It is just all too easy to ignore these patients and their travails if most seem to have recovered but is is pretty unfair to pull away the chocks before all have been cared for as they needed!

I suspect there are more of these patients than the Government would lile to admit!

David.

AusHealthIT Poll Number 743 – Results – 21 April, 2024.

Here are the results of the poll.

Are You Concerned That Our Mental Health Services Are Not Reliably Identifying Potentially Dangerous Sufferers And Getting Them Effective Care?

Yes                                                                               6 (21%)

No                                                                                5 (17%)

It Is A Very Difficult Task And It Is Virtually

Impossible To Be 100% Right Consistently          18 (62%)

I Have No Idea                                                             0 (0%)

Total No. Of Votes: 29

People seem to think that identifying, catching and effectively treating all dangerous mental illness is, and probably will remain, just too hard – despite out best efforts!

Any insights on the poll are welcome, as a comment, as usual!

A fair number of votes. But also a very clear outcome! 

0 of 29 who answered the poll admitted to not being sure about the answer to the question!

Again, many, many thanks to all those who voted! 

David.

Saturday, April 20, 2024

A Company That Enables Much Of Digital Health Is Growing Like Crazy It Seems.

 This appeared last week:

NextDC feeds the ducks while they’re hungry

NextDC has played the capital markets game superbly to be on the cusp of the top-50 stocks. To stay there, it has to deliver.

Apr 11, 2024 – 11.26am

Data centre owner NextDC has hit the big leagues – its first $1 billion-plus equity raising that should help catapult it into Australia’s top-50 listed companies.

Fourteen years after floating as an $80 million micro cap, NextDC is riding a wave of customer demand for data centre space and investor appetite for AI’s picks and shovels, to fill its boots, accelerate development at new sites in Sydney and Melbourne and buy more land.

Whether you like NextDC or not – and it is a divisive stock – you have to admire its willingness to launch the “Project Blue” raising and feed the ducks while they’re hungry.

The board and management team have a capital intensive business (buying land and building data centres), a large development pipeline and a forward order book that is through the roof.

So, blessed with a share price up 52 per cent in the past year and an earnings multiple that has exploded to 44 times, it is capitalising on that support and raising $1.32 billion in growth capital – nearly double its previous biggest deal.

While NextDC still needs to spend its $1.32 billion wisely, this is what we want to see from ASX-listed companies. Boards need to be smart enough to realise when investors are willing to throw money at them, bank it in the good times, and use it to progress those growth plans.

That’s how we can have a healthy and thriving listed equity capital market, and get new names like NextDC knocking on the ASX 50’s door and growing into globally relevant public companies.

To be clear, we are not saying NextDC is perfect. It is not; but it is in the right place at the right time.

Here is the link:

https://www.afr.com/chanticleer/nextdc-feeds-the-ducks-while-they-re-hungry-20240411-p5fixx

Also we have this:

NextDC goes high-performance with $1.3b raise for new data centres

Tess Bennett Technology reporter

NextDC, the country’s largest listed developer and operator of data centres, is raising $1.32 billion to expand in Sydney and Melbourne amid record demand for cloud computing services and an artificial intelligence boom.

Shares in NextDC have surged 51.6 per cent over the past year, as investors clamour for exposure to data centres, one of the hottest assets given their key role in AI and other products that require massive computing capacity.

NextDC boss says nuclear should be on table as AI sucks up energyNextDC shares were halted on Thursday morning as the company launched a one-for-six entitlement offer at $15.40 a share, a 7.8 per cent discount to its last closing price. Chief executive Craig Scroggie said a surge in demand had prompted NextDC to bring forward its capital investment.

“NextDC continues to see significant growth in demand for its data centre services underpinned by powerful structural tailwinds,” he said.

“Amid this backdrop, we have decided to bring forward the development and fitout of key assets in Sydney and Melbourne to ensure we are able to meet this growth in demand, continue to support our customers.”

NextDC is not the only data centre operator benefiting from a jump in demand for cloud computing. AirTrunk – privately owned by Macquarie Asset Management, PSP Investments and its founder, Robin Khuda – has soared to a valuation of more than $15 billion, from just $3 billion four years ago. Its owners are entertaining bids, The Australian Financial Review’s Street Talk column has reported, with plenty of interested parties.

NextDC operates 13 data centres and is developing another nine centres, including new builds in Malaysia and New Zealand.

In February, the Brisbane-headquartered company revealed plans to open its first so-called AI factories – data centres specifically designed to house the processing units sold by chipmakers like NVIDIA.

Mr Scroggie said the facilities were likely to require 10 times the amount of energy used to power the current generation of data centres as well as new cooling methods.

“We’re going from general purpose computing to high-performance computing. That will see a generational change both in the scale and the density of computers,” he said.

Mr Scroggie said the demand for the higher-performance computing services would need to be supported by new energy infrastructure.

“We need power, we need transmission networks, we need green energy, we need more solar, we need more wind and, frankly, we need nuclear,” he said. “We have to find net zero power options that are capable of supporting energy needs when the sun is not shining and the wind is not blowing and batteries [are] not going to cut it.”

The company has not disclosed where its first AI factory would be built. Wilsons analyst Ross Barrows said he had hoped to see more colour on NextDC’s AI facilities in Thursday’s announcement.

“The capital being raised today goes a considerable way to materially expediting built capacity at its existing assets and accelerating the delivery of its development assets, but further insights into new AI-dedicated assets would have added to our understanding of NXT’s medium term growth plans,” Mr Barrows said.

E&P Capital’s Paul Mason said NextDC’s fundraising would find plenty of support among investors. “The raising is probably not a big surprise for many. We have been forecasting another raising in the next two years in our modelling of the company as a result of the very high levels of demand and associated very large build program the company is pursuing,” he said.

More here:

https://www.afr.com/technology/nextdc-raising-1-3b-for-record-data-centre-demand-20240411-p5fiz9

And lastly we have this:

NextDC boss says nuclear should be on

table as AI

Tess Bennett Technology reporter Updated Apr 11, 2024 – 5.16pm, first published at 10.44am 

The chief executive of NextDC says nuclear energy should be considered to feed the need for computing power as the company, a major data centre developer, prepares to spend more than $1 billion thanks to record demand for its services in an artificial intelligence boom.

NextDC, the country’s largest listed developer and operator of data centres, is raising $1.32 billion to expand its operations in Sydney and Melbourne.

“We need power, we need transmission networks, we need green energy, we need more solar, we need more wind and, frankly, we need nuclear,” said Craig Scroggie, NextDC’s chief executive. “We have to find net zero power options that are capable of supporting energy needs when the sun is not shining and the wind is not blowing and batteries [are] not going to cut it.” Shares in NextDC have surged 51.6 per cent over the past year, as investors clamour for exposure to data centres, one of the hottest assets due to their key role in AI and other products that require vast computing capacity.

But, as that demand increases, data centres will have to become more sophisticated, and in turn, will need more energy. In February, NextDC revealed plans to open its first so-called AI factories – data centres specifically designed to house the processing units sold by chipmakers such as Nvidia. Mr Scroggie said the facilities were likely to require 10 times the amount of energy used to power the current generation of data centres, as well as new cooling methods. “We’re going from general purpose computing to high-performance computing. That will see a generational change both in the scale and the density of computers.”

JP Morgan analyst Bob Chen said power availability was the “biggest roadblock for data centre construction” and developers would need to find green energy sources to meet their customer’s net zero emissions goals.

“One thing that is also important here is the customers of these data centres, typically your global cloud service providers like Microsoft, Amazon, Google, also have an ESG mandate and are increasingly preferring operators that can source green energy,” Mr Chen said.
Renewable hubs

Patrick Gibbons, a corporate adviser at Orizontas, wrote in The Australian Financial Review earlier this week that the energy demand from data centres could even prolong the life of coal power stations. He noted Amazon had recently acquired a nuclear-powered data centre for $US650 million ($988 million) as the industry looked for reliable power.

Andrew Richards, chief executive of the Energy Users Association of Australia, said data centres required a large, mostly flat load with strong environmental credentials and would be a growing source of demand. “I am not sure that means they automatically jump to nuclear,” he added.

“If it fits into their ESG framework then I assume they would consider it, but it’s clearly not something they could consider here for at least 15 years.”

AGL Energy plans to service data centres from renewable energy hubs based at old generation sites with plenty of network capacity, firmed by a growing fleet of batteries and pumped hydro storage.

Travis Hughes, AGL’s general manager of energy hubs, said while some data centres – such as those servicing banks – required energy all day, others had the flexibility to reduce the amount of firming power required by reducing their substantial loads via demand response.

“This is the energy system becoming smarter,” Mr Hughes said.

NextDC shares were halted on Thursday as the company launched a one-for-six entitlement offer at $15.40 a share, a 7.8 per cent discount to its last closing price. Mr Scroggie said a surge in demand had prompted NextDC to bring forward planned capital investment.

“NextDC continues to see significant growth in demand for its data centre services underpinned by powerful structural tailwinds,” he said.

“Amid this backdrop, we have decided to bring forward the development and fitout of key assets in Sydney and Melbourne to ensure we are able to meet this growth in demand, [and] continue to support our customers.”

NextDC is not the only data centre operator benefiting from a jump in demand for cloud computing. AirTrunk – privately owned by Macquarie Asset Management, PSP Investments and its founder, Robin Khuda – has soared to a valuation of more than $15 billion, from just $3 billion four years ago. Its owners are entertaining bids, The Australian Financial Review’s Street Talk column has reported, with plenty of interested parties.

NextDC operates 13 data centres and is developing another nine centres, including new builds in Malaysia and New Zealand. Wilsons analyst Ross Barrows said he had hoped for more detail on NextDC’s AI facilities on Thursday. “The capital being raised today goes a considerable way to materially expediting built capacity at its existing assets and accelerating the delivery of its development assets, but further insights into new AI-dedicated assets would have added to our understanding of NextDC’s medium-term growth plans,” Mr Barrows said.

E&P Capital’s Paul Mason said improving battery technology would help meet the sector’s growing demand for power, but other sources of energy production would also need to be considered. “The data centre industry wants to decarbonise, but it also really needs stable, reliable power which is presently difficult with renewables on numerous fronts, particularly around grid inertia and intermittency,” Mr Mason said.

Here is the link:

https://www.afr.com/technology/nextdc-raising-1-3b-for-record-data-centre-demand-20240411-p5fiz9

I have to say that with the power consumption of all these data-centres (and all the ones to follow) it is not so silly to think about the use of nuclear power – as our current grud would have to be at some risk of being overwhelmed.

He need for water (for cooling) and the level of power consumption that is likely makes it hjard to be sure renewables could cope!

David.