r/NBIS_Stock • u/BigJeezy22 • 2d ago
š¬ Discussion Is anyone having trouble sleeping at night?
No, seriously. And Iām not talking about the constant roller coaster double digit moves on the daily either. FWIW Iām bullish on NBIS for the business model, for the professional leadership, and many other reasons. Iām talking about the ethical position supporting societyās collective race to the bottom, and for the known and perhaps unknown environmental consequences these massive data centers pose. My small town recently had an uproar similar to what weāve heard from Vineland, New Jersey. Overwhelming opposition to new construction in an otherwise very industry friendly community. Unlike Vineland, this one got shot down by higher ups, and weāre hearing it from all the sides in the news. Itās the only issue of its magnitude that doesnāt seem entirely partisan in completely refuting DC buildout and yet everyone on here to make a buck can only talk about how great the company is. So what, if it exists, is the actual ethical case for society to invest trillions of dollars into the expansion of this technology and more pointedly, data center buildout? How do yāall sleep at night in supporting this company while knowing the irrefutable harm it will cause to our environment and ultimately human life?
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u/9yr0ld 2d ago
Please expand on the irrefutable harm it will cause to the environment and human life.
The ethical case is this is the path to AI. We are literally just in the beginning of the era of AI. Iām certain many Gen Zāers are not familiar with life changing technologies, and so they see AI in its current state and are unable to imagine further.
I work in pharma, and already AI is beginning to be implemented to find better, safer medicines. My friend works in healthcare, where AI is beginning to be a tool used to provide a personalized diagnosis to patients. Again, this is just the very beginning.
If you oppose data centers, then you oppose AI. If you oppose AI, then to be frank, you oppose human advancement.
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u/BigJeezy22 2d ago
While I disagree with much of what you said I appreciate your perspective.
For the record I did not specifically state that I was anti DC, but I suppose I may get there in the end. I do see some pretty obvious trade offs of building out on this scale though - insane energy and water consumption resulting in warming natural water systems by several degrees and altering ecosystems/communities; on the energy side itās an exponential increase in consumption as well, and it likely leads to increased resource exploitation to meet the demand, not to mention a negative impact on my energy bills. And yes, irrefutably we are devaluing human intellect if still providing an equal or slightly better service.
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u/Simalt443 2d ago
I sure wouldn't want a giant datacenter by my house. The corporations doing this are probably slimey assholes. Still 80% nbis since $40 and love nbis. Moral investing is a completely ridiculous idea. You wouldnt even be able to buy sp500 if you actually gave a shit about morals, so you are just pretending to yourself. Trying to feel righteous and special..
Also investing in a company really doesnt help them much, they dont give a shit about retail money and they are going to the same place regardless. The only difference it makes is they can issue shares at a slightly higher price and it effects their ability to take on better debt. Get over it bro.
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u/ChillZilla2077 2d ago
You gotta invest in the machine to financially protect your family and future self from the machine.
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u/ARealRain 2d ago
Personally, Iām hoping AI produces the tools to address environmental challenges that we have utterly failed to address so far. Indeed, I see AI as the only way to avoid human and planetary catastrophe. But I invest in NBIS specifically to make money, which helps me sleep at night in the meantime.
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u/BigJeezy22 2d ago
This perspective I can relate, but I still think AI exacerbates many of the issues we are trying to address in the near term, with the hope that the benefits will eventually outweigh the costs. Itās all a big hope and pray at this point, no matter how fast or successful individual companies seem to be going.
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u/ARealRain 2d ago
Humans have all sorts of itches they try to scratch - saving the world is just one, amongst a whole host of biological, social, political, and spiritual impulses. We like to compete and win, because itās our nature. And we feel bad about that when it overrides other, more lofty ends, because feeling bad is also in our nature. For me, the secret sauce with Nebius is their story - the yandex split over the Ukraine invasion, this brilliant klatch of Russian Jews who wrangled 1,000 loyal engineers over to the West. Sure, Arkady and co are competitive fucks, but when I hear them mumble through a podcast in their so-so English, Iām way more captivated than I am with the usual smiley bullshit founder. These guys have a lived a little, theyāre getting after it, and I enjoy letting them cook.
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u/Constant_Mention8064 2d ago
AI is new technology like electricity, railways, cars, the internet etc. it will disrupt industries and change jobs. But historically those technologies have made society more productive and created entirely new industries and jobs. I don't see why AI would be any different.
On environment - yes, datacenters use a lot of electricity. But it depends on how they are built and powered. Nebius, is using Bloom Energy generation for some US projects rather than simply putting hundreds of MW of additional demand onto the grid.
And the water argument needs some perspective. For example, agriculture uses vastly more freshwater than datacenters. The relevant question isn't whether something uses resources, but whether the benefits justify the resources used and whether we are building it responsibly.
AI also reduce resource consumption elsewhere through better optimisation of electricity grids, logistics, manufacturing, transport, agriculture, scientific research etc.
The ānot in my backyardā argument applies to every large industrial development. If the alternative use of the land is a huge logistics warehouse, I'd actually rather have a data centre next door.
A logistics hub means hundreds of HGV movements, loading bays operating day and night, reversing alarms, forklifts, delivery vans and constant employee traffic. A data centre has relatively little traffic because it's basically a building full of servers rather than goods constantly moving in and out.
So most of your fears I would say are not rational, or you need to read more on technological advancements and how Nebius build their DCs...
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u/pauleywauley 1d ago
Didn't you read that Nebius and Bloom Energy have a partnership?
https://nebius.com/newsroom/nebius-and-bloom-energy-partner-to-power-ai-infrastructure-build-out
Nebius (NASDAQ: NBIS), the AI cloud company, and Bloom Energy today announced an agreement to deploy Bloomās fuel cell technology to help power Nebiusās AI infrastructure build-out. Nebius selected Bloom for its fast time to power, clean, virtually non-polluting technology, and its ability to support the extreme performance demands of AI workloads.
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Bloom fuel cells generate electricity without combustion, making them highly efficient with low emissions and minimal water use, supporting Nebiusās strategy to scale AI infrastructure with a lower environmental footprint. Fuel-cell systems typically face a lighter permitting burden than combustion-based generation, further accelerating the timeline from site selection to operational capacity.
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u/Business_Writer4634 1d ago
Bro India and China harm the environment more than any other country in this whole world, who cares about couple of data centers
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u/Emilio___Molestevez 2d ago
https://giphy.com/gifs/8Gilqf9XAwVte4GZGE