Bring Your Own Power Plant: Goldman Now Sees Behind-The-Meter Powering 25% Of All Data Centers By 2030
"Power availability is becoming one of the defining constraints on the continued expansion of AI infrastructure..."
"Power availability is becoming one of the defining constraints on the continued expansion of AI infrastructure..."
" ... group of Middle Eastern-looking young guys run off through the trees" in the direction of the air base wearing masks.
...credit and bonds screaming, breadth at dot-com trough, sentiment in the shitter, positioning poor, but equity vol indifferent...
Silver's backlog and gold's collateral role...
Can civilizations pull together the fragments of older insights and knowing to give the context by which to make moral discourse intelligible again?
Two countries at war with each other account for more than nine in ten of the military drones that crossed borders over the past four years...
The measure will initially remain in place for 30 days and could be extended through the end of 2026...
Under the shadow of Beijing’s single-minded focus on artificial intelligence, China’s consumer stocks are trapped in a lost decade.
Hard facts can rarely compete with massive national campaigns...
The eye of Sauron is alive and well...
"The longer a diesel export ban lasts, the more disruptive it would likely be by putting upward pressure on gasoline prices because diesel, gasoline, and jet fuel are largely produced together."
No one wants to be treated that way...
"VAR shock risk always high when volatility of collateral of financial system jumps 35% in 2 days..."
Because they aren't morons?
Here's what to watch for tomorrow...
Population reduction agenda...
We urge everyone to save this handy AI debt reference snapshot where all various pieces of data center debt fall in the debt continuum, starting with Investment Grade at the top (cheapest, least risky) going down all the way to the riskiest AI debt structure of all, CMBS
ByteDance app agrees to time caps, nighttime blocks, and filter ban as Monday jury date cancelled.
"We prefer investing in stocks already positioned as bottleneck solutions..."
