David Gerard

> Almost half of the US data centers planned for this year are expected to be delayed or canceled.

sickos.jpg

https://www.bloomberg.com/news/features/2026-04-01/us-ai-data-center-expansion-relies-on-chinese-electrical-equipment-imports
archive: https://archive.is/chEEI

Apr 3 at 10:47pmWeb
Show threadMx. Eddie R1d ago
@davidgerard
We can still do better!
Show threadMark Lynch14h ago
@davidgerard @silvermoon82 “Those are rookie numbers”
Show threadThe Orange Theme1d ago
@davidgerard Everything from moving the dirt to converting said dirt into microchips is going to get insanely expensive because of all our winning in Iran. 50% is the absolute lower bound.
Show threaddan1d ago

@davidgerard
> expected to be

Let’s not celebrate just yet

Show threadDerek Pennycuff1d ago

@davidgerard

Oh hey, somewhat mainstream biz media is paying attention to a topic folks like Ed Zitron have been talking about since at least late last year.