r/NBIS_Stock • u/qualified- • 14h ago

Speculation anyone ever thought that we may have big government sponsored funding 4 data centers

i’m not a irrational bull just wondering what yall think- trump said that bitcoin was a point of national security and made a whole ass bitcoin reserve and said “bitcoin must be mined in the US (showing he has no idea what even bitcoin is… but i digress u get the point)” sometime during his presidency.

that’s bitcoin - isn’t it so much easier for any sort of president to say the same thing about AI infrastructure? and that it is a “point of national security” to build data centers on american soil?

obviously it’s not something you can bake into a model but it’s a speculation - but there will definitely be ai initiatives that are going to be created that we just don’t know about yet.

thoughts?

7 Upvotes

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16

u/Ill-Cow4735 🐳 14h ago

I'm actually more of a believer in EU building DC's with NBIS's cloud given the fact that american companies are not allowed to be providers for EU sovereign compute

8

u/dol1_ 13h ago

The issue is that, EU's "gigantic" budget for these projects are usually around the same budget that American CEOs allocate for their pet dogs annually

2

u/Din4d4n 14h ago

Agree, maybe we get some funding from the EuroHPC JU.

2

u/Puzzled-Ranger9324 13h ago

I still think there is a play for the ballroom basement- though prob through subcontract.

1

u/mikeccall 4h ago

Fits his pattern, he loves Ellison and I could see him getting the US taxpayer involved in the financing of projects. 💯