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Why do we need more data centers?

BulldogBlitz

BulldogBlitz

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skip dog

skip dog

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Fred Sanford from DOWNTOWN
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GloryDawg

GloryDawg

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We are replacing all the Nimitz Class aircraft carriers with the Gerald Ford class. They are selling this ship for dollars. Why not just create a port for them. Put data centers in their hanger decks. It generates all its own power and fresh water. They could possibly put solar farms on the flight deck to generate electricity for the port. They would have a cafeteria for employees. Even living spaces for the Nuke guys.
 
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o_Hot Rock

o_Hot Rock

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Saw something the other day. I have no idea if this is true but.. The claim was the reason we are building these huge data centers is that we are using old technology because Gov't dollars are going to Corporate American instead of the newest technology available that can everything we need without them.

I have not study this and have no clue if it's true. Anyone have any insight?
 
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Perd Hapley

Perd Hapley

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GloryDawg said:
We are replacing all the Nimitz Class aircraft carriers with the Gerald Ford class. They are selling this ship for dollars. Why not just create a port for them. Put data centers in their hanger decks. It generates all its own power and fresh water. They could possibly put solar farms on the flight deck to generate electricity for the port. They would have a cafeteria for employees. Even living spaces for the Nuke guys.
Click to expand...
I could be wrong, but I think all these data centers do require very high bandwidth hard line internet connection from more localized access points (cell towers, other network hubs, etc.) in order to gather the stored data. They aren’t like giant satellites. I would think such an infrastructure requirement would make it very prohibitive to convert a floating vessel into one.

All of the above is also why we can’t just shoot a million of them up into space right now, like Elon wants to do. The wireless high bandwidth data transfer infrastructure just isn’t there yet.
 
R

RocketDawg

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According to CNN, Texas has 1 in 4 of the planned data centers, and with the election turning the state blue yesterday, there will be a moratorium on new data centers. As a result, tech stocks are down pretty drastically today. The Dow is losing most of the astronomical gains it saw yesterday as a reaction to the midterms.

We've got to have data center. Where they're located is another matter.
 
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Perd Hapley

Perd Hapley

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RocketDawg said:
According to CNN, Texas has 1 in 4 of the planned data centers, and with the election turning the state blue yesterday, there will be a moratorium on new data centers. As a result, tech stocks are down pretty drastically today. The Dow is losing most of the astronomical gains it saw yesterday as a reaction to the midterms.

We've got to have data center. Where they're located is another matter.
Click to expand...
It’s a gross market overreaction to what is going to turn out to be a non-issue.

The governor of Texas does not have unilateral authority to stop data center construction. That type of action has to go through the state legislature, which in Texas has the same structure as the federal government (a Senate, and a House). The House now has democrat majority, but the Senate is still dominated by the GOP at nearly a 2:1 ratio. There will be no path at all to putting in a moratorium in Texas.

At the federal level, there is a possibility of legislation to put in environmental controls (such as water / power grid supply and restrictions), and that’s really all that Democrats have advocated for on a broad level. But even those new, very modest regulations stand very little chance of gaining enough support in Congress to override a Trump veto….even with the new blue majority.

Long story short, we are a bare minimum of 2 years and 3 months away from even the beginning of any type of data center construction reform….and that short of a horizon would require both a democrat in the White House and both sides of Congress remaining blue.

FUD gonna FUD, though.
 
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BTCMoonBoy

BTCMoonBoy

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Perd Hapley said:
It’s a gross market overreaction to what is going to turn out to be a non-issue.

The governor of Texas does not have unilateral authority to stop data center construction. That type of action has to go through the state legislature, which in Texas has the same structure as the federal government (a Senate, and a House). The House now has democrat majority, but the Senate is still dominated by the GOP at nearly a 2:1 ratio. There will be no path at all to putting in a moratorium in Texas.

At the federal level, there is a possibility of legislation to put in environmental controls (such as water / power grid supply and restrictions), and that’s really all that Democrats have advocated for on a broad level. But even those new regulations stand very little chance of gaining enough support in Congress to override a Trump veto….even with the new blue majority.

Long story short, we are a bare minimum of 2 years and 3 months away from even the beginning of any type of data center construction reform….and that short of a horizon would require both a democrat in the White House and both sides of Congress remaining blue.

FUD gonna FUD, though.
Click to expand...
Yep btfd
 
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615dawg

615dawg

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RocketDawg said:
According to CNN, Texas has 1 in 4 of the planned data centers, and with the election turning the state blue yesterday, there will be a moratorium on new data centers. As a result, tech stocks are down pretty drastically today. The Dow is losing most of the astronomical gains it saw yesterday as a reaction to the midterms.

We've got to have data center. Where they're located is another matter.
Click to expand...
You don't have to tell me. I lost my *** yesterday, then felt like it would bounce back today and today has been worse.

The dot com bubble was stupid. People were valuing companies for a billion dollars that had $60k in annual sales. This one feels different. There is no financial justification for what is happening.
 
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H

HRMSU

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o_Hot Rock said:
Saw something the other day. I have no idea if this is true but.. The claim was the reason we are building these huge data centers is that we are using old technology because Gov't dollars are going to Corporate American instead of the newest technology available that can everything we need without them.

I have not study this and have no clue if it's true. Anyone have any insight?
Click to expand...
Dang greedy corporate Americans....fire up the guillotine. Abolish Corporations now.
 
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Perd Hapley

Perd Hapley

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615dawg said:
You don't have to tell me. I lost my *** yesterday, then felt like it would bounce back today and today has been worse.

The dot com bubble was stupid. People were valuing companies for a billion dollars that had $60k in annual sales. This one feels different. There is no financial justification for what is happening.
Click to expand...
100%. And when there is no financial justification, it makes it easier to hold, or buy the dip. There is a fire sale going on right now for some really, really great companies.
 
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R

RocketDawg

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615dawg said:
You don't have to tell me. I lost my *** yesterday, then felt like it would bounce back today and today has been worse.

The dot com bubble was stupid. People were valuing companies for a billion dollars that had $60k in annual sales. This one feels different. There is no financial justification for what is happening.
Click to expand...
At the moment, the NASDAQ is down 5% over yesterday. They had a good day yesterday, but they've been down pretty constantly over the past few weeks.

The Dow is down 3% over yesterday's record gains, so essentially back where it was Tuesday.

What is upcoming for both exchanges is a mystery but I doubt tech stocks are going to be all that great. But remember- I'm not a financial guru. I tend to wind up buying high and selling low.
 
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horshack.sixpack

horshack.sixpack

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RocketDawg said:
At the moment, the NASDAQ is down 5% over yesterday. They had a good day yesterday, but they've been down pretty constantly over the past few weeks.

The Dow is down 3% over yesterday's record gains, so essentially back where it was Tuesday.

What is upcoming for both exchanges is a mystery but I doubt tech stocks are going to be all that great. But remember- I'm not a financial guru. I tend to wind up buying high and selling low.
Click to expand...
Markets don’t like uncertainty. Fundamentals will win the long term. So much day to day is algorithmic that it almost doesn’t bear watching.
 
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GloryDawg

GloryDawg

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Mar 3, 2005
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Perd Hapley said:
I could be wrong, but I think all these data centers do require very high bandwidth hard line internet connection from more localized access points (cell towers, other network hubs, etc.) in order to gather the stored data. They aren’t like giant satellites. I would think such an infrastructure requirement would make it very prohibitive to convert a floating vessel into one.

All of the above is also why we can’t just shoot a million of them up into space right now, like Elon wants to do. The wireless high bandwidth data transfer infrastructure just isn’t there yet.
Click to expand...
Isn't Elon and Bazo looking at putting them in orbit around the earth using solar for power and outer space for cooling and building reactors on the moon for power and put data centers there?
 
Perd Hapley

Perd Hapley

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GloryDawg said:
Isn't Elon and Bazo looking at putting them in orbit around the earth using solar for power and outer space for cooling and building reactors on the moon for power and put data centers there?
Click to expand...
Yes, its mentioned right there in the 2nd paragraph. Wireless data transfer constraints are the biggest roadblock to it happening right now. Anyone who has ever had satellite internet can tell you this. Doesn’t mean that it will be a constraint forever, just means that it is right now.
 
D

dudehead

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Jul 9, 2006
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RocketDawg said:
At the moment, the NASDAQ is down 5% over yesterday. They had a good day yesterday, but they've been down pretty constantly over the past few weeks.

The Dow is down 3% over yesterday's record gains, so essentially back where it was Tuesday.

What is upcoming for both exchanges is a mystery but I doubt tech stocks are going to be all that great. But remember- I'm not a financial guru. I tend to wind up buying high and selling low.
Click to expand...
And I bet you drive a car that is almost as old as mine.
 
D

dudehead

Senior
Jul 9, 2006
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Perd Hapley said:
Yes, its mentioned right there in the 2nd paragraph. Wireless data transfer constraints are the biggest roadblock to it happening right now. Anyone who has ever had satellite internet can tell you this. Doesn’t mean that it will be a constraint forever, just means that it is right now.
Click to expand...
So, when I use my phone app to turn off my den lights when I go to bed, that command will travel about 500K miles to the moon and back to turn them off. That's weird to think about.
 
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Perd Hapley

Perd Hapley

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RocketDawg said:
At the moment, the NASDAQ is down 5% over yesterday. They had a good day yesterday, but they've been down pretty constantly over the past few weeks.

The Dow is down 3% over yesterday's record gains, so essentially back where it was Tuesday.

What is upcoming for both exchanges is a mystery but I doubt tech stocks are going to be all that great. But remember- I'm not a financial guru. I tend to wind up buying high and selling low.
Click to expand...
Tech stocks are going to continue to do well. If they don’t, we’re in for a massive and brutal recession, as we’ve let the Mag 7 all get too big to fail, and it won’t really matter how well the balance sheets look for anything outside of tech.

The really odd thing that’s happening right now is that most the Mag 7 hyperscalar companies (specifically Google, Amazon, Microsoft, and Meta), are continuing to do relatively well or at least not completely tanking, in spite of the fact that most all of them have taken on hundreds of billions in high interest debt to cover commitments for the hardware for this data center buildout and other AI enterprise costs. Meanwhile, the actual hardware companies that have practically zero debt, and are selling all this shít too them at record prices (and have long term contracts to keep doing so for 2-5 more years) are getting absolutely destroyed in the market right now. And by “destroyed” I mean down nearly 50% from already dirt cheap valuations they had a month ago. It’s completely backwards.

Regardless of what anyone thinks about the long term profitability of AI and the data centers, the damn things are gonna be built, and the software is rolling out. Full stop. The ones selling the infrastructure for the buildings and the computing bandwidth won’t be the ones holding the bag if it doesn’t work out.
 
dorndawg

dorndawg

Heisman
Sep 10, 2012
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Perd Hapley said:
Tech stocks are going to continue to do well. If they don’t, we’re in for a massive and brutal recession, as we’ve let the Mag 7 all get too big to fail, and it won’t really matter how well the balance sheets look for anything outside of tech.

The really odd thing that’s happening right now is that most the Mag 7 hyperscalar companies (specifically Google, Amazon, Microsoft, and Meta), are continuing to do relatively well or at least not completely tanking, in spite of the fact that most all of them have taken on hundreds of billions in high interest debt to cover commitments for the hardware for this data center buildout and other AI enterprise costs. Meanwhile, the actual hardware companies that have practically zero debt, and are selling all this shít too them at record prices (and have long term contracts to keep doing so for 2-5 more years) are getting absolutely destroyed in the market right now. And by “destroyed” I mean down nearly 50% from already dirt cheap valuations they had a month ago. It’s completely backwards.

Regardless of what anyone thinks about the long term profitability of AI and the data centers, the damn things are gonna be built, and the software is rolling out. Full stop. The ones selling the infrastructure for the buildings and the computing bandwidth won’t be the ones holding the bag if it doesn’t work out.
Click to expand...
The consumer staples sector has pretty strongly out-performed the tech sector YTD.
 
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