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Re: Data Centers [Re: ol' dad] #8615092
Yesterday at 09:40 PM
Yesterday at 09:40 PM
Joined: Nov 2007
St. Cloud, MN
trapperkeck Offline
trapper
trapperkeck  Offline
trapper

Joined: Nov 2007
St. Cloud, MN
I have a significant investment in a large company that builds data centers and a couple of speculative companies that build/fuel nuclear energy production facilities. Like it or not, it's the future. If we lose the the AI race, y'all are gonna have to learn Mandarin. You will not like it, I'm guessing.


"The voice of reason!"
Re: Data Centers [Re: Lugnut] #8615097
Yesterday at 09:44 PM
Yesterday at 09:44 PM
Joined: May 2011
Oakland, MS
yotetrapper30 Offline
trapper
yotetrapper30  Offline
trapper

Joined: May 2011
Oakland, MS
Originally Posted by Lugnut
Thanks for the articles White. The Three Mile Island article was particularly interesting.l It sounds like Microsoft is forking over big bucks to help get Reactor Two back up and running but Gov. Shapiro is involved and "helping" and that almost certainly means taxpayer money will be thrown at the project as well as sweetheart deals ( long-term tax cuts).

Also, I didn't read anything in any of the articles that pointed to data center companies building on site generation plants. Bloom Energy and Siemens Energy wishes they would but didn't mention any takers. I suppose it might be a contract violation to disclose that information though.


Musk built onsite generation. And of course the Karen's got the their knickers in a wad and got the government involved in regulating it to death. https://www.theguardian.com/technology/2026/jan/15/elon-musk-xai-datacenter-memphis


Gotta find a way, a better way, I'd better wait

Just because you're paranoid doesn't mean they're not after you
Re: Data Centers [Re: ol' dad] #8615103
Yesterday at 10:02 PM
Yesterday at 10:02 PM
Joined: Jul 2012
N. Carolina
S
Scout1 Offline
trapper
Scout1  Offline
trapper
S

Joined: Jul 2012
N. Carolina
I talked with a guy that is over the DATA center construction in upstate South Carolina. I don't remember how many, but he stated they are installing their own LNG turbines. Several are manufactured by the company I work for (GEV). He said they will not be using public power, nor selling back to the local utilities. Around here I believe the biggest concern is the noise. People say there is a constant humming noise?


-------------------------------------
Paying Top Dollar for Alien Parts.
Re: Data Centers [Re: ol' dad] #8615126
Yesterday at 11:27 PM
Yesterday at 11:27 PM
Joined: Dec 2006
Mt.
g smith Offline
trapper
g smith  Offline
trapper

Joined: Dec 2006
Mt.
Do they recycle and then cool the water ? The water is what is IMPORTANT


You can ride a fast horse slow but you can't ride a slow horse fast .
Re: Data Centers [Re: ol' dad] #8615129
Yesterday at 11:38 PM
Yesterday at 11:38 PM
Joined: Dec 2006
NWWA/AZ
Vinke Offline
trapper
Vinke  Offline
trapper

Joined: Dec 2006
NWWA/AZ
I like bidding the roofs.
BIG Buildings$


Ant Man/ Marty 2028

Lefthandedrighteyedadddyslexic

Re: Data Centers [Re: ol' dad] #8615130
Yesterday at 11:39 PM
Yesterday at 11:39 PM
Joined: Jan 2007
Snow Hill, MD
J
JoMiBru Offline
trapper
JoMiBru  Offline
trapper
J

Joined: Jan 2007
Snow Hill, MD
CAT (caterpillar) stock has gone nuts. Look at the chart, I bought in around 2012 for around $175 if I recall.

They’re building something, somewhere, and ALOT

Re: Data Centers [Re: ol' dad] #8615137
Yesterday at 11:57 PM
Yesterday at 11:57 PM
Joined: May 2011
Oakland, MS
yotetrapper30 Offline
trapper
yotetrapper30  Offline
trapper

Joined: May 2011
Oakland, MS
It's not just CAT by any means. In no particular order look at the one year charts of: AMD, AMAT, GOOG, ASML, VRT, AAPL, TSM, LLY, GEV, TXN, SNDK, MU, WDC, and I am tired of typing examples but there are plenty more. Whole market's "gone nuts", lol.


Gotta find a way, a better way, I'd better wait

Just because you're paranoid doesn't mean they're not after you
Re: Data Centers [Re: JoMiBru] #8615139
4 hours ago
4 hours ago
Joined: Feb 2020
Indiana
P
Providence Farm Offline
trapper
Providence Farm  Offline
trapper
P

Joined: Feb 2020
Indiana
Originally Posted by JoMiBru
CAT (caterpillar) stock has gone nuts. Look at the chart, I bought in around 2012 for around $175 if I recall.

They’re building something, somewhere, and ALOT


Lots of back up generators for data centers

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