Alan2d ago
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 R2d ago
@davidgerard
We can still do better!
Show threadMark Lynch2d ago
@davidgerard @silvermoon82 “Those are rookie numbers”
Show threadThe Orange Theme2d 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 threaddan2d ago

@davidgerard
> expected to be

Let’s not celebrate just yet

Show threadDerek Pennycuff2d 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.

Show threadcognitively accessible math1d ago
@davidgerard that means more than half of them are moving forward.
Show threadLeona1d ago
@davidgerard paywalled unfortunately....
Show threadKofi Loves Efia 16h ago
@davidgerard not only that, or possibly part of the reason why, building projects have to go through a lot of reviews before they break ground. Logistical expertise is required to make the timeline merely a year or two before break ground, rather than decades. Something AI enthusiast lack