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Re: Data Centers
[Re: ol' dad]
#8615092
Yesterday at 09:40 PM
Yesterday at 09:40 PM
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Joined: Nov 2007
St. Cloud, MN
trapperkeck
trapper
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trapper
Joined: Nov 2007
St. Cloud, MN
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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!"
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Re: Data Centers
[Re: Lugnut]
#8615097
Yesterday at 09:44 PM
Yesterday at 09:44 PM
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Joined: May 2011
Oakland, MS
yotetrapper30
trapper
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trapper
Joined: May 2011
Oakland, MS
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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
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Re: Data Centers
[Re: ol' dad]
#8615103
Yesterday at 10:02 PM
Yesterday at 10:02 PM
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Joined: Jul 2012
N. Carolina
Scout1
trapper
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trapper
Joined: Jul 2012
N. Carolina
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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.
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Re: Data Centers
[Re: ol' dad]
#8615126
Yesterday at 11:27 PM
Yesterday at 11:27 PM
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Joined: Dec 2006
Mt.
g smith
trapper
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trapper
Joined: Dec 2006
Mt.
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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 .
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Re: Data Centers
[Re: ol' dad]
#8615129
Yesterday at 11:38 PM
Yesterday at 11:38 PM
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Joined: Dec 2006
NWWA/AZ
Vinke
trapper
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trapper
Joined: Dec 2006
NWWA/AZ
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I like bidding the roofs. BIG Buildings$
Ant Man/ Marty 2028
Lefthandedrighteyedadddyslexic
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Re: Data Centers
[Re: ol' dad]
#8615137
Yesterday at 11:57 PM
Yesterday at 11:57 PM
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Joined: May 2011
Oakland, MS
yotetrapper30
trapper
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trapper
Joined: May 2011
Oakland, MS
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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
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Re: Data Centers
[Re: JoMiBru]
#8615139
19 hours ago
19 hours ago
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Joined: Feb 2020
Indiana
Providence Farm
trapper
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trapper
Joined: Feb 2020
Indiana
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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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Re: Data Centers
[Re: yotetrapper30]
#8615163
12 hours ago
12 hours ago
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Joined: Dec 2006
SEPA
Lugnut
trapper
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trapper
Joined: Dec 2006
SEPA
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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-memphisInteresting article, thanks yote. Their begging for money due to a seemingly severe case of TDS was off-putting, but the article was informative and interesting nonetheless. One bit of information not present was whether or not transmission lines were built into the Colossus sites so excess energy could be sold back to the local utility.
Eh...wot?
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Re: Data Centers
[Re: ol' dad]
#8615182
11 hours ago
11 hours ago
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Joined: Dec 2006
williamsburg ks
danny clifton
"Grumpy Old Man"
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"Grumpy Old Man"
Joined: Dec 2006
williamsburg ks
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I doubt very many are as tech ignorant as me. I did make money hauling rock to one being built in Smithville MO. It's about 200 miles east of the one talked about near St Louis. I guess whatever the purpose is it will take a bunch of them. The one near Smithville is actually two separate sites. At least a couple sections.
Those who would give up essential liberty, to purchase a little temporary safety, deserve neither liberty nor safety. Benjamin Franklin (1706-1790)
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Re: Data Centers
[Re: Lugnut]
#8615183
11 hours ago
11 hours ago
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Joined: May 2011
Oakland, MS
yotetrapper30
trapper
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trapper
Joined: May 2011
Oakland, MS
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Interesting article, thanks yote. Their begging for money due to a seemingly severe case of TDS was off-putting, but the article was informative and interesting nonetheless. One bit of information not present was whether or not transmission lines were built into the Colossus sites so excess energy could be sold back to the local utility.
Yeah, about impossible to find unbiased news sources these days. This article has some bias as well but a bit more info about it. https://i10x.ai/news/xai-colossus-2-supercomputer-private-power-island?utm_source=copilot.com Colossus 2 is only about an hour north of me. As far as I can tell, Musk is not selling any energy back to the utilities. I think at this point they are still consuming more than they produce.
Gotta find a way, a better way, I'd better wait
Just because you're paranoid doesn't mean they're not after you
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Re: Data Centers
[Re: ol' dad]
#8615201
9 hours ago
9 hours ago
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Joined: Dec 2007
Kanabec Cty, MN
Drakej
trapper
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trapper
Joined: Dec 2007
Kanabec Cty, MN
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Main opposition is from they don’t want to pay their fair share to their profits. They want to be paid to create a few JOBS. As they are now having a hard time making unfair deals they go to corrupting local government into selling out their voters.
I've learned enough thru the years to now know that I don't know enough. KNOWLEDGE IS FREEDOM.
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Re: Data Centers
[Re: ol' dad]
#8615212
9 hours ago
9 hours ago
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Joined: Jan 2012
Warren co Mo
hrdtoflw
trapper
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trapper
Joined: Jan 2012
Warren co Mo
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$15 Billion one with Google flag name going in just west of St. Louis in rural Montgomery County, MO. Lots of municipality and counties fighting them tooth and nail. What about your area?
The original draft of the Big Beautiful Bill had a provision in it that had a 10 year regulation block allowing these data centers to circumvent any federal, state, or local planning and zoning ordinances. Thankfully there were a few congressmen that got it removed before passing. Otherwise a lot of towns would have been run over by developers.
They may create jobs for the construction phase, but once they are complete they will mostly be run by computers.
ol' dad New Florence and Warrenton Mo data centers are done deals, and construction has begun. It has created work for us, in increasing the capacity of the electrical grid. The area being graded at New Florence is approximately 2 square miles. I can’t see the site too well at Warrenton, but there is a lot of earthwork going on now. At the New Florence location, well drilling has been done already, with depths of 1200’! For me, these areas along with the thousands of acres of solar panels, replacing crop ground, is quite sickening!
If your mind draws a blank, turn off the sound, because ya can't learn a thing if you're doin all the talkin
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Re: Data Centers
[Re: ol' dad]
#8615227
7 hours ago
7 hours ago
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Joined: Jan 2013
sw iowa
Outlaw99
trapper
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trapper
Joined: Jan 2013
sw iowa
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Ironically just had another land brokerage firm call and leave a message yesterday. I tried calling back but no answer. When/if they do call back they’re gonna get an ear full. They’re on the same level as ambulance chasers at this point. No tact, no protocol. Just a race like it’s an open land grab and all these middle men want to be the first to get their dirty hands in it. I wish they’d have the fortitude to come stop by in person instead of hiding behind a phone and txt messages. I’d get a whole lot more satisfaction dealing with these worms face to face.
Not everyone likes me, but not everyone matters
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Re: Data Centers
[Re: ol' dad]
#8615229
7 hours ago
7 hours ago
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Joined: Dec 2020
Wisconsin
Scott__aR
trapper
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trapper
Joined: Dec 2020
Wisconsin
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Another example of state bureaucracy tramping over local objections. solar farmWe'll see what the next shoe brings. There isn't a need for more electrical output in the area yet. In regard to data centers making their own power ... regardless of how they generate that power, the infrastructure for delivering and storing fuel to the powerplants still has to be developed, even with micro- nuclear plants.
Megapredator ... top of the food chain! Member of WTA Member of U.P. Trappers Member of NTA Member of FTA
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