Example of timing the AI wave perfectly, entry in 2023 as "liquid cooling" was first debuting and exit as people realize it's too expensive to fit out everywhere https://t.co/e0YkPZ3ljP
At what point does the U.S. government forcibly direct all available energy generation capacity beyond what is necessary for a functioning population to AI development in the same of national security?
From a purely national security standpoint, one could argue that LNG export industry should be shut down with all feedgas diverted to power #AI factories
Hoping to see a bit more rationality in the leasing market this year, early Hyperscaler forecasts for capital expenditures continue to grow (from ~$400bn in 2025 to ~$700bn forecasted for 2026) and Model Builder / Neocloud interest (and credibility) rises in turn #ai#datacenter
DFW area getting the benefit of infra buildout from the Permian + potential Western Haynesville explosion is too primed to not wrest the mantle from NoVA