But the sketchiest part of the bubble is when you directly bolt a no name data center company to Nvidia's cash pile, and you start turning cash into ever-lengthening receivables collection time, that's why people are skeptical of data centers: even if they can't tell a Google data center from a pivoting crypto bros data center, they smell the bullshit.
People also know they are being lied to, Oracle claims their New Mexico data center will run on Bloom fuel cells. I doubt Bloom is ready to scale to data center size without proof of concept in different applications at large if not directly comparable scale.
kerhackernews•24m ago
nxm•10m ago
sschueller•3m ago
Here in Switzerland new AI datacenters are also causing some uproar but a lot less because regulations are rigid enough in most places that you can only build them if you do so cleanly. You can't just take all the water, electricity, make noise and polute.
I live next to a waste valorisation plant and they have very over sized water cooling systems because they need to keep the noise below regulation. They also for example have under pressure in the trash receiving bunker to prevent smells from escaping. All regulations that cost money but are the benefit of all.