Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
TechieTwo As we see annually CA can't even meet the basic needs of society for electricity with rolling blackouts every Summer. Reply
rluker5 I wonder if it would be cheaper for them to make new buildings for the servers elsewhere and get some use out of their rapidly depreciating silicon. Reply
Air2004 By the time they get those Data centers online, it will be time to upgrade. Reply
DS426 The GPU's will be obsolete in five years. As Jay Leno loves to say, "hilarious!" California is the last place I would build a datacenter, followed by Texas. Reply
JamesJones44 TechieTwo said: As we see annually CA can't even meet the basic needs of society for electricity with rolling blackouts every Summer. While I can't speak for all of CA, there haven't been rolling blackouts in the SF or SoCal area in about 15+ years. IDK what you are talking about. Reply
DS426 JamesJones44 said: While I can't speak for all of CA, there haven't been rolling blackouts in the SF or SoCal area in about 15+ years. IDK what you are talking about. That's great if you weren't impacted or didn't notice. I remember seeing this in the news as I used to be a PG&E shareholder: https://apnews.com/article/business-health-environment-and-nature-california-coronavirus-pandemic-f3357dc4bf75ea982aaeebbe65622ad9 Narrowly missed one (or really several) again in 2022: https://www.cbsnews.com/news/california-rolling-blackouts-avoided-record-electricity-demand I think I was visiting family in the Huntington Beach area and I recall the FLEX alert being in effect. Guess folks really did wait to charge their EV's or else maybe the rolling blackouts would have been necessary? Anyways, electric rates are 50%+ higher in California than the national average, so that alone makes datacenter operations much more costly in relative terms. Reply
JamesJones44 DS426 said: I remember seeing this in the news as I used to be a PG&E shareholder: https://apnews.com/article/business…rus-pandemic-f3357dc4bf75ea982aaeebbe65622ad9 DS426 said: Narrowly missed one (or really several) again in 2022: https://www.cbsnews.com/news/california-rolling-blackouts-avoided-record-electricity-demand I think I was visiting family in the Huntington Beach area and I recall the FLEX alert being in effect. Guess folks really did wait to charge their EV's or else maybe the rolling blackouts would have been necessary? One time in 19 years isn't a big deal. In 2001 I was living in south east Michigan durning the east cost blackout which that area was part of. Should be use that as reference too? When I lived in Virginia we lost power every spring due to ice storms. Losing power for 1 day is not indicative of a massive issue. "Flex Alerts" are just "reduce power" alerts. When I lived in Michigan and Virginia they had the same program it just went by a different name. Also, when I lived in Michigan they had a service where they could shut off your A/C on high demand days for up to 30 minutes. These types of "near misses" are not uncommon in other parts of the country. DS426 said: Anyways, electric rates are 50%+ higher in California than the national average, so that alone makes datacenter operations much more costly in relative terms. Yes, but for low latency data centers you want to be close to where people are working and that is still Silicon Vally Reply
Stomx Move Data Centers to Death Valley, what the hell, there is a lot of cheap solar and wind electricity. Always driving through the empty valley I think about this. Reply
Gururu JamesJones44 said: While I can't speak for all of CA, there haven't been rolling blackouts in the SF or SoCal area in about 15+ years. IDK what you are talking about. I grew up in LA, went to school in SF and worked in SD and don't recall ever being in a rolling blackout. Tech bros nationwide aren't going to be able to fuel their dreams. Reply
redgarl These companies have footprint all over the world. it is not even an issue if they are serious about it. They just need to cross the border to Canada in QC if they want power, water and tax cuts. 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/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/data-centers-in-nvidias-hometown-sit-idle-as-grid-struggles-to-keep-up#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.