sftwn What are the chances I'd see Claremore twice in my life. I worked with a guy who got a ticket while passing through, but paid a few days later. He came back a year later, again passing through, got pulled over and arrested for non payment and was held in the local jail for a couple days while they "verified" the previous payment. At this point, I think it's on purpose. Reply
RealityChex The Chinese government is VERY appreciative of these protesters. The AI race will be won by either the USA or China. The USA is currently ahead. The more protesters social media can scare into protesting for data center bans, the greater likelihood China can catch up. (China isn't banning data centers.) If you think AI will be terrible for jobs, society, and the entire world, you better hope the USA wins over China. China will ultimately implement no safeguards. Reply
ferdnyc RealityChex said: The Chinese government is VERY appreciative of these protesters. The AI race will be won by either the USA or China. The USA is currently ahead. The more protesters social media can scare into protesting for data center bans, the greater likelihood China can catch up. (China isn't banning data centers.) If you think AI will be terrible for jobs, society, and the entire world, you better hope the USA wins over China. China will ultimately implement no safeguards. I reject the notion that where these data centers are located has more than minimal influence on what they're used for. The same companies are running their systems regardless, and the current US government has shown no more interest in imposing "safeguards" on US datacenter impact — social, environmental, or economic — than China has. A datacenter in Oklahoma City can burn through just as many natural resources, cause just as much job loss, and lead to just as many social ills as one located in Guanzhong. We can try to pretend we're somehow "better" or "more conscientious"… but the extent that's true will be demonstrated in how much we push back against these monstrosities, not how many we place on US soil and pretend that somehow makes them better for it. Reply
Tanakoi This is a simple hit piece against datacenters, with zero relation to them. The farmer wasn't arrested for "speaking 30 seconds longer than requested" – he was arrested because he refused to stop talking when instructed, and continued being disruptive — had the police not removed him at that 30-second mark, he'd probably STILL be talking. This is standard procedure in local council meetings across the country, and such arrests happen dozens of times a year. As for the outrageous charge for a records request: again this is standard operating procedure for any government agency: I myself was once charged nearly $5K for photocopying 12 pages that didn't require any legal review at all, like these records do. I don't agree with the policy, but attempting to tie it to "datacenters" is just an attempt to build an anti-datacenter narrative. Reply
Tanakoi ferdnyc said: … the current US government has shown no more interest in imposing "safeguards" on US datacenter impact — social, environmental, or economic — than China has. Every datacenter operator in China is partially funded by and 100% under the control of the CCP regime. Anyone who isn't concerned about a brutal authoritarian dictatorship having continual 24×7 access to all our emails and cloud databases hasn't put any thought into the issue. There are two futures for America. One in which we remain the world superpower by retaining our lead in the dominating industry of the 21st Century. And the other in which our economy is based around selling corn and soybeans to new superpower China, which beats the drum the rest of the world marches to. Take your pick. ferdnyc said: A datacenter in Oklahoma City can burn through just as many natural resources, cause just as much job loss, and lead to just as many social ills … This is entirely backwards. Look at the datacenter in Pryor County Oklahoma, which transformed the town's tax base from $50M to over $1B, created hundreds of jobs, built new roads, parks, a community center, and transformed the local schools from the worst-funded to the best-funded in the state. https://www.newson6.com/tulsa-oklahoma-news/pryor-public-schools-talks-impact-of-googles-data-center-on-the-district-gives-us-an-advantage Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/data-centers/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/data-centers/oklahoma-city-tries-to-charge-farmer-arrested-at-data-center-debate-usd17-000-for-body-cam-footage-of-the-incident-accused-faces-trespassing-charge-for-going-over-allotted-speaking-time-by-30-seconds-at-a-public-debate#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.