David Gerard3d ago

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

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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

Show threadThe Orange Theme
@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.
Apr 3 at 11:24pmWeb