DC

CultureForsaken3762

Bibi to DC means Iran War definitely gonna restart shortly

imustbegthequestion

If he's not gonna taco. Can he at least not chicken wing the unimportant stuff. I promise next time I'm in DC, I'll Token-pose for you.

KAI5ER

If DC\_Draino makes a post.. Something is up.

Yamazaki-Hosei

Shouldn’t be able to trade at all. You’re a public servant; they should be paid as top earners but there should be strict rules and regulations. 1) You and household are unable to invest in the stock market. We’d work out a formula that would pay them out an equivalent of; amount of years served x average return of SPY x whatever amount they wanted taken out of their paychecks and put into the formula…I don’t know something like that. Pay them handsomely but they should actually have to work for it. The 1st-25th are spent in your district- talking to constituents, being present I. The community and they all meet the last Thursday in DC. It starts Thursday night because it will all be televised. All hands required unless in the hospital or other medical reasons. They don’t go home until all legislation has been agreed and signed

Pristine_Eye_8361

Reading posts like this make it obvious people do not understand Oracle's game plan. They'll be fine. Oracle is down today, for example, on news that the New Mexico DC is having issues. However, it was reported LAST WEEK, just reposted again over the weekend. The stock is now entirely sentiment driven and trading way below fundamentals.

Tammer_Stern

CNN does a summation of the other Trump project cost eg immigration, DC projects, tourism reduction etc. comes to nearly $600 billion, some spread until 2029.

peepdabidness

That’s all from DC stress eating

Spork_Warrior

>NY isn’t exactly the most desirable place to put up a DC. Actually, Buffalo is a bit of a hot spot for data centers because of the cheaper hydro power produced at Niagara Falls, and because it sits near some of the main east-west trunk lines for the northern part of the US.

Joe-Exotic_

Yes I realize DC’s are reusing most of the water. Was asking for companies / any tailored ETF’s that work with building the cooling for the DC’s

rocketbunny77

I know that there is a GPU farm at the head office DC but pretty sure it's small and just for POCs. The actual hosting is most likely on AWS, but I'm very far removed from the team running with that stuff so I don't know more than that. Also, it's really only going to roll out to everyone next year most likely. Things still move slow in these parts

Bathroom_Party

The bears arrived in Washington DC too 🐻 https://preview.redd.it/86jjvr239vdh1.png?width=1856&format=png&auto=webp&s=de8fd89f0397a07b9aaaf30b60b53144b1947446

ComplexEntertainer13

Because what is worth even less than a DC filled with GPUs with questionable demand, is GPUs sitting on a shelf not being used. They most likely have current backlogs and future commitments that they can't get out of, I bet Jensen has assured that for them getting allocation. The GPUs will keep flowing in and they need somewhere to put them. At least then there is hope of finding some use for them if you deploy them than letting them rot in storage.

version-two

Tends to happen when AI goes \~halfsies in a month. Don’t worry, I’m sure that gang of merry retards in DC have plenty of dry powder left.. if they feel like pumping for us

neverpost4

Google is at cross roads with Gemini. Their 1Q number was great because they did not spent as much money on DC as OpenAI or Anthropic because their TPU based architecture was performing great. But now, it is increasingly clear that their clever move with TPU cannot keep up with raw processing power of GPU based solution. Which means they now have to cough up money when the hardware cost is at highest (assuming they can even find some to buy) to catch up.

robmafia

you guys are so clueless. 'we overbought. oops, better build a 14 GW DC next!'

justarandumthrowaway

Yo waller it looks like mars and smells like BBQ here in DC plz fix that thx

Plutuserix

The DC area alone has about 10 million people. And that is not even getting into the nearby New York area of 22 million. But for some reason American's can't come up with a protest in front of their politicians more then like once or twice since he got voted in? Completely pathetic.

gizamo

Tbf, a lot of us are quite far from this. That is, LA is 2,670 miles from DC. At that distance, London and Paris are only another 1k miles. Ottowa is only 500 miles, and Mexico City is also closer to LA. One could argue that they're the ones being skewed the hardest by his policies. So, in that sense, much of the world are also pussies. Lol.

GoldenPresidio

The only one with a leg to stand on is utilities; mainly because of the DC boom

not_my_monkeys_

The market is like 1.25% off ATH and this sub is wailing like there’s mushroom clouds over DC

Sick0h

Got my eyes peeled for a teleprompter position in the DC area 👀 

PrimaryShock384

It's the hyperscalers. Companies are not going to build out their own DC that's stupid and not efficient. Also not sure what this guy means by multi-cloud - there is no need for a company to be multi cloud. End of the day they will deploy these models on AWS, Azure or GCP. Their whole platform is already integrated to one of these big 3.

Pretend_Composer_308

Ethics in DC? 😂

InternetSlave

I'm not aware of every DC in the country by any means but I don't think there's a lot of DCs dying to get into NY.

VerdantPathfinder

Exhaustion. There's to much corruption, tariff and war whipsawing, Epstein/Trump files drama, desecration of DC, etc. that we're all just tired and ignoring it all. Everything is a fire and emergency so nothing is. It's a deliberate strategy and they are winning.

TechniCruller

Depends on who the data center owner. The top tier firms chase the hyperscalers…but there are tier two data center owners (Cyxtera - now Centersquare, Evocative) that look to provide space on less than 1MW buildouts and they have decent margins, probably better than those servicing the hyperscalers due to diminishing returns in pricing. Law firm I represent in DC had about 3,000sf of storage space for files, swapped to the cloud and downsized their office space but upscaled to a class A downtown office keeping their occupancy cost flat. Have about a million similar anecdotes.

UnfazedBrownie

Does this action slow the AI capex in particular, no. NY isn’t exactly the most desirable place to put up a DC. There are a multitude of other areas more attractive and simpler to implement one of these type of facilities.

Shiftstealth

Anthropic is leasing that because xAI couldn't figure out how to train in that DC with the massive hodgepodge of different GPU generations.

BosonCollider

the US did hovering with DC-X in the early nineties. It took them twenty years as a country to turn that into an orbital booster landing

shawman123

They have 45B in long term debt but 32.8B in cash or equivalent and their debt to equity ratio is just 36%. I would not call that a concern. Main reason Foundry is bleeding is yield plus just one customer. If that changes it will be profitable. Especially all their DC customers. I think as a company they will be profitable this quarter with increase in prices for both Client and DC CPUs.

Weekly_One8412

The reason is because you can eat more if you have this as the drink. If you drink 300 calories of liquid sugar, non-diet, you fill up super quickly. This is why DC is goated. You get to eat more food 🫃

Weekly_One8412

If you choose any other drink than diet coke at the fountain when you eat your meals, you're a dumbass. Pullin' a rip from a fresh DC mid-meal is unreal

Actual_Difference617

Market took all the risk and baked it into one stock - ORCL. Semi down : ORCL Down Memory down : ORCL down Software down : ORCL down DC infrastructure down : ORCL down Rate increase chances : ORCL down Iran war: ORCL down

GLASSHOUSELABSTX

This is exactly where they are building them. I am in the 3rd party recruitment business, and I work in the DC space. Many of the ones being built now are >!building!< their own power plant as well. One client I work for builds these power plants and this is a big reason for Texas being so popular: Lots of natural gas. While I work in the space, I am not some sort of ignorant Dc proponent. I had asked myself why they seem to be built in places with lack of water like Texas, since that’s where I was raised and still live. Water has always been an issue in Central Texas.

AlasKansastan

What is going on with the DC’s? I have never seen movement like I have on a stock like NBIS

acadia11x

We don’t. But you do have more DC starts planned and expansion of existing facilities especially AI related centers of some the frontier labs like meta, xAI, etc … contracts are signed 5 years out now 

TimeOnTargetKilo

Ahah love the morning drive to DC in the morning

xghtai737

Iran won't try to invade. They aren't that dumb. If they have a working nuke, they might try to smuggle it in and light up NYC, DC, or Mara Lago. If they have one, that's their ace, probably to only be used in the event of a ground invasion of Iran by the US. And if that happens, it will trigger a level 3 circuit breaker on the S&P 500 (-20% in a day, closed for the rest of the day) and it probably won't reopen for a while. The stock markets were closed for a week after 9/11.

CD274

I think so, DC inside

flackson3

With the exception of The Dark Knight, nothing DC films is memorable or worth watching more than once. Supergirl was destined to be shite the moment they decided to make it. They should really stick to comics.

cryptohorn

Twinks in DC big sad

Jordangander

What do you mean, liberals scream DEI from every hill they can. There is a reason why Paramount shows were failing and why the new DC stuff is crashing.

waka_wear_art

AG Banda trying to make a name for himself as future California governor aspirations, but can't see the forest for the trees on this one.  Meanwhile he got a government 126 billion or so in the hole for a high speed train that goes non ideal places that people will never ride in San Joaquin valley to pay it back. The urban density is not in those places to justify.  Cable is dying and these companies are debt zombies trying to stay a float. This does nothing long term as the companies are much weaker on their own. Netflix would have carved the crap out of WBD with 1 season enshitification of content made straight to tv quality on DC comic book side quests.  He man, Moana, bomb after bomb in 100 million money lost on tentpoles by legacy studios that has nothing to do with mergers. 

ShrugsforHugs

McDonnel Douglass was landing reusable rockets with DC-X back in the 90s. A bet on Elon Musk isn't a bet on innovative technology. It's a bet on his ability to keep getting away with lying about his technology and sniffing out government contracts and subsidies.

AlGAdams

I live about an hour from Richland parish where this thing is being built and looked into buying property near the campus when it was first announced.  So glad I didnt now, because some of the local politicians that helped push the DC through were landholders there and used the news cycle to sell at peak.

Open_Obligation_1624

AI trade from the start GPU > NETWORK > MEMORY > NAND > now we are just at the beginning of AI Hyperscaler. More AI DC coming online especially CRWV. the company converting into revenue faster than ever

music_is_gud

Yeah coz META is a direct customer and every time zuck says he is building a new DC, these guys print

No_Current3675

Spare a thought for the male escorts of DC.

HoboCalrissian

You're completely ignoring that the military and NASA literally built and flew the autonomous vertical-landing DC-X rocket in the nineties alongside inventing GPS, the internet, and digital computing entirely on their own. Private enterprise did not invent this engineering, they just waited for public servants to fully complete and de-risk the foundational breakthroughs before swooping in to slap a corporate logo on them. Talk about being confidently wrong.

Current-Assist2609

I wouldn’t trust anything that involves Texas and I live there. I can see the current administrations in both DC and Texas pulling some shenanigans, and finding ways to line their pockets, while everyone else loses their investment.

shinigami_2245

Time to hit the local senior home and see who wants to go to DC

Twisted9Demented

Zionism is the cancer fascism, Right wing, group like patroists who marched in on DC and evangelicals Christians are all a part of of it.

Hwangoutpltr

I live in DC. Cope

bigmeatbag

In DC and South Carolina there's a lot of twinks now needing unemployment without Lady G.

mykeedee

This is 9/11 for the wallets of gay male hookers in the DC metro area.

Fantasy_Puck

DC grinder in shambles

mido_sama

Too young for DC .. we have 92+

Strange-Image-5690

On Sunday night starting sometime around or after 10:30 PM Washington DC, it looks like "Operation Khargen Hogtie" is happening! Kharg Island is being taken by air first with an initial bombing run from the F18's/F35's to take out local on-island and off-island batteries and then the tip of the spear 1st SOF-D's (i.e. Delta Force), SEALs and MARSOC are dumping some operators on the key compounds within the entire terminal to take control of local workers and secure the main terminal operations control centres once the aircraft bomb any placements and any gun/missile/drone-launch batteries. Then the Marines are taking some platoons in to SEIZE the entire Kharg Island terminal in a general large scale air and ground assault operation which is SUPPOSED to start around 5:30 am Monday Morning Washington DC time and before that, the ENTIRE Iranian coastline 50 km up and down around the Iranian coastal areas of Kharg Island is gonna be softened-up with a very large air-dump of JDAMs and drones to blow away any odversary forces. That's all the information I have for now and the INTERNAL NAME "Operation Khargen Hogtie" is what was presented to me an internal-use-only reference and that moniker may not be the official name of the entire operation BUT we will know more on Monday morning Washington DC time! This is gonna get interesting and my sources are decent enough in the general contractor battlespace arena that I will give at least 67%+ credence as to timing and general force application activities that are being proposed and likely being used during this "Operation Khargen Hogtie" event! V

DansLHiver

Trump promised Iran: 1. Israel leaves Lebanon. 2. The US lifts sanctions on Iran and unfreezes all of its assets. 3. The US never attacks or threatens Iran again. 4. Iran regaulates who enters and leaves the strait (jointly with Oman.) Iran got: 1. Israel will stay in southern Lebanon as long as it wants, and DC strongarmed the Lebanese president into agreement. 2. The US did not unfreeze Iran's assets and Vance went around stating that it is conditional on Iran behaving in accordance with what the US would "like to see." 3. Trump repeatedly threatened to kill negotiators, destroy Iran entirely, etc. 4. The US escorted allied ships' energy through the southern strait without any Iranian input. I.e the US signed the deal in order to fight a hybrid war against Iran by reducing its leverage. Iran called the US out by hitting ships, while the world is edging towards a cliff energy-wise. So now the US has resorted to bombing Iran's coastal regions in hopes of weakening them ahead of a potential ground operation down the line, perhaps this fall or winter.

IWouldntIn1981

Sort of... Beijing is the only city in Asia he knew so they are pointed at where he thinks china is... the people eating at the Chinese restaurant in DC have been evacuated.

Open_Obligation_1624

CRWV recently got many new job openings in states and Singapore. seems like many DC coming online

musafir6

Is anybody tracking pizza orders in DC. That is more accurate signal.

Feisty-Procedure3858

So Apple wants Chinese memory while DC keeps pretending supply chains can be cleanly split with a blacklist button. Lol. Hardware doesn’t care about your press release.

Proximus84

He drained the swamp and put it in DC.

demonhunterking

How can AI DC stocks be down. Is this a joke

DizzyMajor5

Several reasons  They're moat will slowly get eroded overtime.  They become less of a beneficial option during economic downturns  Especially with the rise of free streaming services supported by ads.  People will have less loyalty there's a lot of die hard Marvel, Disney princess, DC, or whatever that they don't have because they don't make the same long term investments. They already operate in a massive amount of countries. 

demonhunterking

12pm AI DC stock pop

No_Love_Gained

This is in alignment with OPEX next Friday where MMs will want to eat up all the premiums ( andbthere's quite bit on the table for taking). I think we close at around $4.50 next Friday and start pumping into the following week before and drop going DC Circuit court hearings at the end of the month. Not making bets but will use any upside to lower my exposure.. Glta

demonhunterking

Very simple here. After companies procure memory and nand, what's next is DC installation completed and neocloud earnings big bucks next

Average_TechSpec

Theyre some of the heaviest boxes to deal with... Usually between 35-70 pounds dependent on the food ordered. They usually are the last ones at the DC in line so you then end up with the heaviest last.... Usually you want it first Also, when uou have 10-15 per stop, it gets to you

myjumboloanapp

Just one cheeseburger from heaven descending upon DC pls

demonhunterking

Bottom is in. 100. AI DC smart money flowing in

Any_Influence_8305

I basically said the same thing, they were both in pediatric cardiology and lived in a very affluent community amongst world famous politicians, celebrities, and other notable people. At that time they were in the VA/DC area, my uncles next door neighbor was Rick Santorum lmfao Anyways, the guy was married with kids and my uncle's theory was maybe the shame or feeling of failure was too much to deal with. I feel like there must have been more to it, but if you're a successful doctor who feels like they've got life by the balls and half a mil to toss in a single stock, maybe that unfamiliar sting of failure led to abject shame he couldn't cope with. Fuck I went Chad Dickens

Emotional-Breath-838

CAT benefits from AI (DC build out as well.) The reality of GEV is that they’ll benefit from more than another twenty DCs. They will take part in the forced upgrade of electricity transmission. Very few things outside of biotech are pristine and removed from AI. GEV has a story beyond AI CapEx.

Lurcher99

People don't get it. $700m for a water-cooled DC, then 3-5B for racks, before operating costs.

ctnoxin

As anyone that's worked in a data center can tell you, drives die constantly (HDD and solidstate) and need to be replaced, same with fans and PSUs. Who the hell is doing daily space walks just to maintain servers that cant be cooled in space? Truly this DC in space idea was thought up by a clown that's never set foot in a data center in his life.

gatorling

It doesn't work like that. When a business buys cloud services from AWS, Azure or GCP - they're not just renting service racks. They also use the software infra these companies built. It's not easy or trivial to just move your compute from AWS to GCP.. it's even harder to move your service from a hyperscaler to a commodity DC. You'd have to build your own sw infra. An oversupply of DC is good for hyperscalers. Look at what happened when xAI failed and they had an oversupply of compute. Anthropic and Google gobbled up the extra compute themselves. The real problem is if AI deflates and demand craters. Then the hyperscalers will be left with a bunch of compute they can't sell. At least Google can repurpose this compute to provide services . The other hyperscalers 🤷

1098duc_w_the_termi

Market desperate from some rotation out of data center exposure… except there aren’t any. CAT to $1T I guess lmao.. oh you mean they ran up on DC construction hype?

demonhunterking

More crwv DC coming online. Gaining traction 

Wows_Nightly_News

President John Henry Eden denies rumors of Chinese attack on Washington DC

Open_Obligation_1624

Rotation is happening. My pick will be CRWV. most of the DC coming online within a year. my target above 100 EOW

demonhunterking

My prediction. Memory stock recovered flat. DC stock up 5-8%. Software stock up 1%

demonhunterking

Rotation guys. AI compute DC stocks. Memory will be stuck around this range

demonhunterking

Crwv completed one of the DC. More DC completing this year and turning into cash cow compared to other

demonhunterking

Next one week CRWV 120. Most of the DC completing 

SoloOutdoor

As soon as we get to DC and find those political fucks, we're gonna make them eat our shit. Then shit out our shit and eat it again.

_millsy

That’s a zoning problem though. There’s plenty of issues with data centres that are very valid, but let’s not conflate zoning issues with other issues. It is beyond ridiculous that it is legal to build a DC so close to housing in so many places in the US

willfightforbeer

Totally, you should never trust a single paper, and the methods used (causal methods applied to observational data) need to be taken with a grain of salt. But electricity costs are going up everywhere, which is why one actually has to be more rigorous about the comparison. MA isn't a big DC market and we have some of the highest electricity rates anywhere.

ShadowLiberal

The noise problem is solvable if they build in enough noise dampers. But a lot of the crypto mining data centers didn't do that in order to reduce their costs on their money losing crypto mining, which caused the noise problems. Those money losing crypto mining farms switched to being AI data centers. > Edit: oh, and home values that plummet like a rock around DC's bc no one will buy. Yep, crazy. It's worse then that. From what I've read when they build the data center housing prices often double while it's under the construction because of the crazy number of construction workers involved. But then the housing prices plummet afterwards as those workers leave, and very few permanent employees are hired. Plus the other stuff you mentioned make it a less desirable place to live.

Guuggel

Just build them in colder climates. Every new DC here in Finland use closed loop systems, minimal ampunt of water needed even though we have plenty of it.

truecakesnake

Crazy how the misinformation on the DC issues has spread this much.

Mental-At-ThirtyFive

Agree with you. That is why I ignore all the Nazis in Washington DC as the stock market doing great

Bravadette

I wonder how many times groups like Patriot Front would have to LARP the 1926 marches on DC for them to be taken seriously.

SaltyPlantain1503

Goodbye META. Your demise can’t come fast enough. Seriously.. they never should have been a native DC play, renting like Apple does would have been so much smarter. But again, Suckerberg.

bigmeatbag

Between the DC and Nashville shows market gonna be pumping the rest of the month.

CMTTrader

MD, outside DC. Last year, they popped off fireworks every day for a week AFTER July 4th too LMAO

Medium_Beautiful_721

Cucked by Elon as usual. Fired everyone in DC, tanked the DC housing market and now I lost 25% of my equity in my rental property. Fuckers

Icy_Jelly_315

You just did the biggest climate related fail in history by chickening out of the DC parade, but keep on humiliating yourselves. Just a thought, maybe if you didn't live in giant refrigerators you would have been tough enough to carry on?

Icy_Jelly_315

LOL I was wondering how a nation could be so dickless they cancelled the DC parade, but you answered my question: copays LMAO 🤣

Swimming-Cupcake7041

Space internet/network, yes. Space AI/compute/storage, surely not. The cost and effort to put something in space and keep it there kills all margins compared to the same thing in a barn on ground. And then on top of that you have the radition/heat/cold problem. How can it even be justified? From a user point of view there's no benefit of having your stuff running in LEO compared to your closest DC. Or is there?