hotaru251 Faiakes said: If you're powering them with gas turbines… given the party control shifted likely will not be allowed. But yeah he can sy what he wnats but power land and the actual hardware itself are going to be the walls he hits. Reply
Why_Me Faiakes said: Well, sure. If you're powering them with gas turbines… Nothing wrong with gas turbines. Reply
MobileJAD I just want to return to the timeline where tech billionaires weren't obsessed with building as many data centers as quickly as possible and computer parts were affordable… Reply
blppt hotaru251 said: given the party control shifted likely will not be allowed. But yeah he can sy what he wnats but power land and the actual hardware itself are going to be the walls he hits. I mean, theoretically he can just move his mooching businesses to a deep red state that doesn't look like it will ever have a chance of flipping like Alabama. They just elected a walking CTE specimen, and I'm not saying that because I disagree with his politics (I do), the man is almost hilariously uniformed and belligerently stupid. But, he won. Reply
blppt MobileJAD said: I just want to return to the timeline where tech billionaires weren't obsessed with building as many data centers as quickly as possible and computer parts were affordable… What worries me is that Elon and to a lesser extent the other AI boomtown guys is that they are accelerating all of this stuff like there's no tomorrow. And Elon seems desperate to get his rockets to a level where they can take a man to Mars. Either he's just in a feverish drug relapse or he knows something about the fate of the planet that is arriving soon. But that's enough wild conspiracy theories for the day. Reply
Why_Me blppt said: What worries me is that Elon and to a lesser extent the other AI boomtown guys is that they are accelerating all of this stuff like there's no tomorrow. And Elon seems desperate to get his rockets to a level where they can take a man to Mars. Either he's just in a feverish drug relapse or he knows something about the fate of the planet that is arriving soon. But that's enough wild conspiracy theories for the day. Ya because it can only be one of those two reasons. Reply
blppt Why_Me said: Ya because it can only be one of those two reasons. Well, I'm giving him the benefit of the doubt that he's just not completely devoid of concern for his fellow man, though I suppose that might be too kind. I mean, at some point, when you have more money than God and partially controlling the sitting POTUS, can somebody really be driven by pure greed anymore? Reply
Why_Me blppt said: Well, I'm giving him the benefit of the doubt that he's just not completely devoid of concern for his fellow man, though I suppose that might be too kind. I mean, at some point, when you have more money than God and partially controlling the sitting POTUS, can somebody really be driven by pure greed anymore? Unlike Bill Gates, Musk has done beneficial things starting with rescuing astronauts and helping Ukraine via Starlink. 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/spacex-plans-to-build-more-data-center-compute-than-googles-entire-lifetime-capacity-in-just-1-5-years-analysts-say-target-is-realistic-spacex-to-build-staggering-10-gigawatts-of-compute-in-2027-alone#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.