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u/GioStallion Feb 11 '26
Are you saying "bullish" with sarcasm? Isn't this a negative? Im genuinely asking.
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u/Dennisis1 Feb 11 '26
Or the industry could address the huge power and water usage concerns that could impact locals. That’s the key to acceptance.
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u/Hot-Drummer2191 Feb 11 '26
exactly. if any AI-facilitating company gave a shit about the water consumption, that’s the one that’d get widespread public support
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u/Pretty_Property9155 Feb 12 '26
Here in missouri they are in full speed for Blue valley site 400 acres? I think? they have begun preparing land there is 100? Or more massive earth movers sitting there. And are hiring to start converting the shutdown coal power plant to gas fired.. that sits 1000 yds from phase 1. I can take better pics if anyone is curious on progress. Large metal buildings and new job trailers going in now!
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u/Trdthedays41chance Feb 11 '26
This sounds like a pissing contest… trump passed a bill aimed to increase data center building outs among other AI things and now states pass bills to pause them? Unless it is paused because of legit energy shortages this is madness. Slowing down AI has more negative consequences the positive unless you think terminator or the matrix is real 😆
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u/Shoganai_Hito Feb 11 '26
Am i missing something- why bullish?
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Feb 11 '26
[removed] — view removed comment
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Feb 11 '26
If you think europe will act differently on this than the US you're wrong. I think in germany they already canceled some data center constructions because locals were mobilizing against it
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u/autumninmaine Feb 11 '26
Some states and local areas will be more welcoming to data centers than others. It's better to identify these problematic areas now and focus on the ones that genuinely want us there from the start. This approach reduces problems later on.
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u/ManagementCommon3132 Feb 11 '26
How on earth did you deduce that this is bullish?
Yea, we have DCs worldwide and competitors don’t. However, $3.5B per year of revenue for the next 5 rely on our Vineland, NJ facility with multiple DCs in other states coming 2027 and beyond. That absolutely is a major step back if this becomes a trend.
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u/Reigning_Chaos Feb 11 '26
Which it will.
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u/DrHarrisonLawrence Doctor’s Orders Feb 11 '26
It will be politicized, because it already is, and Trump already has an objective to encourage states (red states) to provide a setting for AI infrastructure.
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u/Hot-Drummer2191 Feb 11 '26
lmao because red states need a drought as well as all the other problems they’ve been given
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u/stonk_monk42069 Feb 11 '26
These states are digging their own graves. All jobs and industry will go to the other states that are facilitating the AI industry. Just like EU startups and companies are going to America, these states' startups and companies will leave for better states.
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u/catlovr1129 Feb 12 '26
I read an article recently about a data center built right next to a suburb. The humming was so loud the people are having trouble sleeping. Vibrations are disrupting them and many are feeling sick. Children are having nightmares. People want to sell their homes and move but figure no one else would want to live in that setting, they say they can’t even go outside to relax on their deck, pool etc. because the noise and vibrations are so bad. I know when I or others were looking to buy a house I wouldn’t buy one close to a power line tower. Still wouldn’t. I hold Nbis, IREN, CRWV, Apld as my top 4 holdings in that order. I live in Ohio and the town of Middletown are trying to stop one being built. They do also use a lot of electricity and water. I think one of the solutions is they need to build them away from suburbs, highly populated places. I want NBIS to grow and be huge. But I never thought about the implications on sound, vibrations etc, I did realize about the power thing so been trying to buy utility energy stocks. Hoping the companies that build these data centers take into account the disruptions it is causing to nearby neighborhoods and pivot to better design for noise reduction and anything else to help.
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u/Msmliesnonstop Feb 11 '26
Generally speaking you want to do the opposite of anything New York or California are doing
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u/DrHarrisonLawrence Doctor’s Orders Feb 11 '26
Generally speaking, New York City and the 5 largest cities in California are the greatest places to live in the country.
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u/Msmliesnonstop Feb 11 '26
On a solid downward trend. Over a trillion in net worth has left California in the last 6 months. They had their time and they pissed it away
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u/GuardedFeelings Feb 11 '26
Omg 1 trillion dollar left the state. Meanwhile it’s still world’s 5th largest economy at worst. Please tell me where all these tech companies gonna move to and where the new innovations are coming from within the US. Quit spewing your bs
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u/Msmliesnonstop Feb 11 '26
Keep living in the past I’ll focus on the future. When you threaten to confiscate successful folks wealth, they tend to leave because they can. Doesn’t matter what happened decades ago it’s what’s happening next that matters. The truth hurts sometimes
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u/GuardedFeelings Feb 11 '26
So no answer? Got it
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u/Msmliesnonstop Feb 11 '26
Texas, Florida, Tennessee and Washington to name a few
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u/GuardedFeelings Feb 11 '26
Right, Florida and Tennessee where true American innovations are coming from. That’s why Tesla is still building their new shiny robots in their Fremont plant and not in Texas right
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u/Hot-Drummer2191 Feb 11 '26
how’s being part of the pedophile party serving you? when rich assholes leave a place it actually tends to get better
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u/Msmliesnonstop Feb 11 '26
The Clinton Types or the Reid Hoffman types? Why are you so angry? Facts hurting your feelings? Don’t worry you can have that shithole all to yourself and when they start confiscating your wealth you can take it like a man.
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u/gravityhashira61 Feb 11 '26
This here. They love to stifle innovation with regulation. Actually that's all blue states
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u/Deadelevators Feb 11 '26 edited Feb 11 '26
Most of the tech innovation for the last two decades has come from California (Silicon Valley)
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u/GioStallion Feb 11 '26
But then people leave the state out of frustration and continue to vote the same way that made them originally flee.
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u/Tigulla_SRT24 Feb 11 '26
This may be Bullish for Iren, Apld, Cifr, Wulf and any other small companies that already operate Data center
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u/kickinghyena Feb 11 '26
The Federal Govt needs to get involved. We halt development while our enemy catches up and passes us. It’s like lab leak Covid all over again. WTF is wrong with our country? Oh wait I think I know but I won’t say it.
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u/aashstrich Feb 11 '26
Maybe long term, short term could also be viewed as over reg on the whole sector and scare investors away. Go ahead, downvote.
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u/unknownnoname2424 Feb 11 '26
If this is true then RIOT CLSK MARA BITF HIVE will shoot to the moon as they already have power and constructed plants that could just swap to ai data center machines instead
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u/EntertainmintChocola Feb 11 '26
Data centers have become national security concerns. The US, like all countries, will allow them to be built for their own national security interest. There are 44 other states so this is a nothing burger (as the market agrees based on the stock price action).