DC

BraveG365

Hurry up...for all the regards who think there is going to be a peace deal this week we can all load up and take a ride to DC and congratulate the big man....Im a driving. https://preview.redd.it/c3zz87gb0z5h1.png?width=610&format=png&auto=webp&s=b268cdcd39eac3b8e32e0ed41c12f23543c58228

TomAddis

I’m a big fan of the DC hero Arm fall of boy couldn’t short it for that reason

edgy420pj

Ok but how did you know to short Marvel instead of DC? You know MCU isn’t a part of DC comics right?

TomAddis

Marvell blow off top was too retarded for me, the Google raise of 80b for data centres I thought would cause negative sentiment for DC stocks also as market has been reacting badly to overspending news especially through stock sales and debt. Jobs report was a lucky bonus. Also Iran is obviously going to go back to full scale war any day now which market seems to be ignoring for some reason. Although probably won’t short again it’s too hard to make money.

FourScoreAndSept

The swing vote. Which is why him sticking around was so damned important. Guy is a fucking legend. There will be statues of Jay Powell in DC long after Trump’s have been torn down.

gainsusmaximus

Iranian white house to host bareknuckle boxing in the oval office in response to UFCs in DC

Scannerguy3000

This will go down as the biggest scam in history. It will tank, then take all space stocks in the gravity well, then collapse the AI/DC bubble, then trigger the full depression that makes the dust bowl in the 30s look like a paradise.

Mean_League7950

Their water is shit brown because of the DC’s

Awkward-Painter-2024

The funniest thing will be if he leaves Washington DC is ruins because he doesn't pay his contractors.

yourpaleblueeyes

Just a gentle reminder about your misperception of "crowing boomers" We are parents who love and care deeply for our adult kids. We are grandparents who cherish and take great delight in the lives of our grandchildren. I know it is real 'funny' to debase and blame the elderly, however, we are not cold hearted, greedy, money loving enemies. If it makes you feel better to deride your own family, that is damned sad. In my life, we are always here for our children and Their children, always ready to love and support. Just as our parents always encouraged us. But yeah, okay, greedy millionaires ....yeah, we get a kick out of watching the economy tumble, the farmers crumble and the crooks in DC destroy a generation /s

bigmeatbag

$4+ gas and sky high groceries don't seem as bad knowing water is flowing in the DC fountains.

nlightenmint

"operated" is doing a lot of heavy lifting for a DC that is unutilized

altapowpow

They? No one wants this in DC, no one.

Valkorion335786

SPY closes +2% today On the phone with DC to tell them that every person is technically an organic data center

Dinosaur_Eats_Pizza

Fair. Revenue growth by itself does not mean much if the economics never work. Anyone can put a cheap Level 2 charger in a parking lot. That is not the same thing as building and operating a reliable DC fast-charging network, though.

spaghettibolognaisee

Midnight in DC or sundowning dementia 🥭

prestodigitarium

You know there’s some heavy code and algo work involved in that sort of “wiring”, right? They’re the only ones who’ve deployed a DC at that scale that operates as one logical unit, afaik, so you can say it’s not hard, but if it actually wasn’t, then they wouldn’t be the only ones doing it. But I agree that that detail isn’t enough to justify the valuation. You have to believe that the reusable launch capability is going to lead to deploying more AI compute infra than almost anyone else, and that that market will hold up and demand that ability, and that the terrestrial deployments will lag, in order to believe the bull case.

rizzedmypants

Any sizeable data center will need constant maintenance. If you build a maintenance-free data center and put it on earth you’d have a viable company. Even just the ability to open vents and pick up some passive air cooling is critical in most data centers today. I’ve seen fans physically placed by operators. I am running hundreds of thousands of servers in DCs globally today. I wouldn’t add a space-based DC if it was my last capacity option.

Calm_Imagination6040

Ill be watching DC movies from now on

Either_Librarian7238

1) no moving parts for generating electricity 2) makes electricity efficiently with a chemical reaction (produces hydrogen and not much CO2) 3) the heat it makes can be used for heating if you set it up right 4) quicker electricity for AI data centers (months) compared to other grid or nuclear options (years) 5) ready for 800V DC 6) $20+ billion in orders 7) has deals with lots of big tech and AI companies (Nebis, CRWV, Oracle, etc.) and possibly others like Meta or NVDA (just guessing) 8) BE is expanding production to 2.5 GW this year, aiming for 5 GW by, I think, 2030 9) it's modular, unlike Hyliion, which is new and has moving parts (it uses natural gas like a car engine to make electricity). NuScale and Oklo look promising too, but they're nuclear, so they'll take years to scale like BE, and they have a lot of regulations to deal with.

Abe2025

Unfortunately Batman is in DC and not in Marvell.

LivingLeading147

GCP’s annualized revenue from last quarter was $80B, they are the 3rd largest of the big 3 (AWS and Azure are top 2) but the fastest growing. So XAI, with their market leading LLM (/s) Grok will become 4x GCP in 3 years using only 1 major DC in Memphis and no line of sight to more power… Seems like a stretch, to put it mildly.

ComprehensiveKiwi489

Why Marvel down...Is it because they can't compete with DC?

calculatingbets

I hear you and I think the part of AI collapsing on an energy crisis is sound. Doesn’t shipping rely hugely on energy as well? Of course nothing compares to DC consumption but still. How you gon ship without fuel?

TickTockTaudit

Dad Cherokee. Mom black from DC.

ModeForJoe

# SpaceX Prediction: * Retail goons in at open, price spikes over hours or a day or so * Big pullback, lasting hours or a day * ETF buyers, certain instutitions and market makers, slowly average in... so the stock grinds up over weeks, or maybe a month or two * Once enough buy volume vs sell volume has fulfilled ETF balancing needs, it'll grind down over months to a more sober valuation (morningstar analysis?) * Changing of the guard in DC in 2027 and/or 2029 hammers the stock, starlink slowing subs growth hammers the stock, TSLA flailing hammers the stock (due to good money after bad self-dealing acquisition fears), SpaceX reaching Mars somehow, some way... skyrockets the stock.

rnd_investor_1

Damn Marvell, I guess investors find in afterhours that people prefere reading DC comics.

j_b_1983

I'm more of a DC guy. Is their a stock called BATMAN?

Mercury-68

$HYLN. Data centres are power hungry and moving to 800Volt DC, this company is the name of the game. $HIVE. Moving from Bitcoin to hyperscale data centres. Has the potential to become the next IREN/Nebius. $MSFT. Had a breakthrough in quantum computing and expects commercial solutions in the next two years.

DICK_STUCK_IN_COW

Everyone here talking about MRVL but I’m more of a DC kinda guy

veryveryuniquename5

ur a fucking regard if u believe this, its going to 10x their DC revneue in 2 years, no one fucking does that BESIDES amd or MU LMAO🤌

veryveryuniquename5

believe it or not amd is actually really cheap with the DC business expected to grow from 16b in 2025 to 100b+ in 2027. No one is ready for Lisa Su, this is historic levels of growth LMAO 🤌

woosniffles

[reminds me of that one ghoul cult and their rocket ship from new vegas](https://images.steamusercontent.com/ugc/845962753008452168/087678F22DC9D709E6C3FAEC312D8A5A690F4B1C/?imw=5000&imh=5000&ima=fit&impolicy=Letterbox&imcolor=%23000000&letterbox=false)

Spac55

Did you ever see, Apple, MSFT, IBM, GOOG or AMZN. CEO going to all conference, and promoting other company like next Trillion dollar, like NVDA CEO told today to MRVL, like DC-Tweet master promotes INTC & many He knew $5.5 Trillion market cap of NVDA is unsustainable longer, he has to promote many, also his investment wing invested 2 Billion each to many cash burning companies like $NBIS $CRWV etc NVDA also invested 2 Billion in MRVL If MRVL next 1 Trillion, why NVDA don’t invest 20 or 50 Billion at MRVL ?

netflix-ceo

You may have better luck with DC

qt4

If you're doing power, don't forget about AC-DC and DC-DC convertors. Datacenters are buying those by the truckload. See $MPWR, $NVTS, $WOLF, $VICR, etc.

elrizzy

Please, please, please do your due diligence on $HUT. On the surface level, the new DC deal and their partnerships look good. Long term looking at who actually runs the company and the scams they have been involved in, I am staying far, far away.

ServoFFXI

Always been more of a DC guy myself. 

DistributionBroad173

I watched the weather, should be sunny. No rain today. I had my two cups of coffee. I installed the two decorative front plates that my spouse purchased and told me to put on the cars. I replaced my windshield wipers on my car. I checked on what is happening in iran because that is the most important thing affecting our economy. besides whatever insane things come out of Washington DC. Kevin Warsh is the fed chair, but since the admin has only done inflationary actions; tariffs, going after the workers that do the low end jobs, going after the truckers who deliver goods, and closing the strait of hormuz and causing oil prices to double, none of that is going to cut inflation.

cultoftheclave

near Monopoly on white box rack servers, I can't believe it wasn't the first thing to get jacked to the moon in the DC hype

tocinoman

MRVL was always better than DC

Wows_Nightly_News

In DC. Mango's Cringe cage is worse in person

robmafia

hahahahaha yeah, the a100 was totally because geforce /s and amd had their gpus split between cdna and rdna, ffs. not only are you not even close, but completely backwards. the DC designs come first and the consumer versions follow, often being cut down from them.

MongusAF

Dodge coin...this is a joke right? How could anyone believe in that? Hey, I know a rich dude who has a another meme coin, he lives in DC somewhere on Pennsylvania Ave.

justthefreakingtip

You're completely wrong. Semianalysis directly disagrees with you that outside DC power fluctuations exist and make grid operators exercise caution: https://newsletter.semianalysis.com/p/ai-training-load-fluctuations-at-gigawatt-scale-risk-of-power-grid-blackout

jersey856

If Donnie paints every monument in DC American flag blue it would buoy the economy until the midterms

Fausterion18

It's bullshit and misunderstands several key elements: >Data centres are terrible customers because they fuck everyone else's shit up with variable demands because GPUs can turn on and off in milliseconds. So, grids are like "hell nah, go get your own electricity" and leave our grid alone. This is nonsense. 1. Hyperscalers have tens of thousands of GPUs, which average out loads across the entire facility. 2. Modern data centers are required to have onsite batteries and limit ramp rates. 3. The actual reason utilities are wary of data centers is simply the load itself. The infrastructure ranging from generation to the overhead lines are simply unable to keep up with the massive new load put on them. >There are a couple of ways to solve this problem (one is by using 800VDC, and one is by using SSTs) Why 800V, you ask? Because big daddy Jensen, in his infinite wisdom, knows there is an entire industry that overbuilt capacity to manufacture specific electrical components for EVs and the demand never came. Now those components are ripe for the buying. You have probably seen power semis start to run. 800v DC architecture is **only inside the data center itself**. This is internal power distribution and has nothing to do with the grid or transformers. >A couple of months ago, Wolfspeed announced the market's first commercially available 10kV MOSFET.  They can announce whatever they want, doesn't mean the notoriously conservative utilities will adopt it. Iron-core transformers are very cheap and there is basically no market for solid state transformers. Utilities don't care to upgrade their transformers for the sake of data centers when the issue is the load itself, not fluctuations in the load.

Sir_Fragles

Your thesis on Capstone Energy+ is certainly thought-provoking. There’s a real “show me” story here, with a genuine technology angle and a potential catalyst in that $112.5M investment and the mandated uplisting push. Let’s unpack it across a few dimensions. 1. The AI/Data Center Angle – Big Potential, Zero Proof Yet The 800 VDC microturbine designed specifically for AI data centers is intriguing. Data centers crave clean, high-reliability power that’s scalable and compatible with DC architecture. Microturbines can offer on-site, fuel-flexible generation that bypasses grid interconnection delays—this is a genuine need. But: · No contract yet is the critical gap. The leap from “developed for” to “deployed at scale by a hyperscaler or colo provider” is enormous and typically takes years of piloting, safety certifications, and operational proving. · They’re competing against well-funded fuel cell players (Bloom Energy) and established large-scale gas gen-set providers who are also adapting their DC offerings. The microturbine’s lower power density per unit could require many turbines to serve a campus, raising complexity. 2. Technology Moat – Real, but Niche The air bearing system is legit technology—no lubricants, low maintenance, high reliability. It’s a distinctive feature that was always a core Capstone strength. The fuel flexibility (flare gas, biogas, hydrogen blends) also positions them well for off-grid applications and industrial waste-gas use. However, “quieter than competitors” matters more for on-site distributed generation than for remote oil and gas. In data centers, noise is manageable, but maintenance savings are the stronger argument. The question is whether these technical benefits translate into a lower total cost of ownership that beats reciprocating engines or fuel cells at scale. 3. The $112.5M Investment & Uplisting Catalyst – Double-Edged Sword · The cash injection is a lifeline and growth capital. But who provided it? Strategic, institutional, or distressed-debt investor? The terms matter enormously—potential for heavy dilution, preferred shares, warrants, or board control. The “must seek uplisting within 12 months” clause suggests the investor wants a liquidity event, which could align with retail holders or could mean they’ll force a reverse split or dilutive raise to meet exchange price thresholds. · Uplisting from OTC to a major exchange (NYSE/Nasdaq) would improve visibility, liquidity, and institutional accessibility, which is often a re-rating catalyst. But the process isn’t just share price and market cap; they need corporate governance, audit committee standards, and a clean financial record post-bankruptcy. 2023 Chapter 11 emergence is recent, and exchanges will scrutinize that heavily. Approval is no gimme. 4. Post-Bankruptcy Momentum – Story Stock Territory The share price climb since early 2025 reflects renewed optimism, but post-reorg equities can be exceptionally volatile. The $414M market cap on a company that hasn’t yet landed the marquee AI contract and is still restructuring means expectations are already elevated. With OTC thin liquidity, price moves can be exaggerated. Key things to dig into: · What is the current revenue mix? Still heavily reliant on oil and gas (associated gas, flare capture) and microgrids? How recurring is the service/overhaul revenue? · Gross margins and cash burn rate—does $112.5M buy them 2+ years of runway to land data center deals? · What legacy liabilities survived the bankruptcy? What’s the share count now versus pre-2023, and how heavily diluted are old equity holders? 5. Risks That Could Spoil the Thesis · Execution risk: They need to win first reference customers in the data center space. Until then, it’s a concept stock. · Competitive response: Established players could drop prices or adapt their own offerings. · Uplisting failure or damaging terms: If the 12-month clock runs out without a viable uplisting path, what recourse does the investor have? Could it trigger forced asset sales or a change of control? · Hydrogen blends remain future-tense: While fuel flexibility is nice, most current applications will burn natural gas. The “green” narrative depends on renewable natural gas uptake, which is infrastructure-limited. · OTC liquidity: Exiting a position could be costly if sentiment shifts. Bottom line thoughts You’re spotting a potential special situation: a de-risked (post-bankruptcy) clean-sheet balance sheet, unique proprietary tech, a macro trend (AI power demand), and an incoming catalyst (uplisting attempt). The bull case requires near-flawless execution on the data center vertical and a smooth transition to a senior exchange. What would I want to know before forming my own conviction? · Detailed structure of the $112.5M investment (equity vs. convert, any ratchets, governance rights). · Timeline and gating factors for an actual data center pilot—are they in active discussions with any named hyperscalers or engineering firms? · Post-emergence quarterly financials: revenue trajectory, margins, backlog, cash runway without the raise. · Details on management’s credibility: who’s running the data center push, and do they have industry experience? It’s a high-risk/high-reward setup that could re-rate significantly if the first domino (data center contract) falls, but it’s still a “prove it” story. Watch the uplisting details and any insider or strategic investor signaling in coming months.

Ok-Wonder-6858

This is what people don’t realize. Using non-GAAP for a capex heavy and debt loaded company makes 0 sense. By definition EBITDA ignores three giant expenses, depreciation (capex expense spread over \~6 years), interest and amortization (where these expensive leases hit). People saying that anthropic is profitable are basically saying that jf you ignore the billions spent on infrastructure and billions spent on DC leases, then the company is profitable! If you are going to use EBITDA, you also have to look at free cash flow. And anthropic is still deeply in the red there..

coalescence2071

What a coincidence. Also without any hint of DC / Trump corruption.

old-wizz

Yes we know this but seems contracts and rules mean not much if the orange man in DC can just start putting pressure and demand copies of whatever he wants

MybobbyB

Personne pourra te dire si cest la bonne ou mauvaise decision mon ami. Cest pas la roulette du casino lol Ce que je peux te dire cest que tu dois analyser la balance benefice/risque et les catalysors internes et externes A mon sens le risk cest que RML est toujours une exploratrice cad quelle fait des dilutions pour vivre et explorer ses terres mais moi ca me derange absolument pas jachete les dilutions Ensuite par exemple tu examine ses dernieres news > CEO en mars a Washington DC, a rencontré le senateur et le DOD! Y a 10 jours le BOARD a pitché devant Mar a lago ! Bref ca sent la poudre ! Le CEO en oct 2025 etait avec Trump et le 1er ministre Australien etc ;) voila mon ami pour moi achete par ex PPTA qui est deja en place mais RML c est la petite soeur qui elle a deja l usine, en gros y aura un rattrapage c est inevitable

dchusband

Northern Virginia/DC is crawling with them. 🤣

RevolutionaryPhoto24

Was near there today and that’s almost exactly how a DC native described it. Said it’d had “gone ghetto.”

PerilousPontificator

The ISS is tiny compared to even the most modest data centers. You would need several football fields of the same type of thermal radiators equipped on the ISS to even come close to the energy output of a 10MW DC.

One_Confidence_7069

Every regard needs to be doordashing in DC to find out how many hamberders are being delivered to the situation room and with what condiments requested. This is vital market info

Spicyboi981

DC Luigi where are you :(

manualCAD

What if a tornado rolls through DC and demolishes the FDA offices and the building where the hearing will be held, how will it affect S3? You can "what if" anything, so what's the point

Emotional-Breath-838

Just buy HYDR It’s got the fuel cells that DC’s require.

meatsmoothie82

The easiest way to get rid of trading losses is to download Grindr and hang outside the capital building in DC and show up to the bathroom stall dates wearing meta glasses. someone will pay good money to keep that footage under wraps or will at least loop you in on the next insider trade.

n0obInvestor

I’m up 4000%+, waiting to see Helios release. If it lives up to or exceeds expectation I’m holding longer. If it doesn’t, then I’ll trim. If you can’t stomach it then hedge by getting some put options. If prophet Su manages to break into the DC GPU market, and she is not one to bet against, there is more room for the stock to appreciate.

veryveryuniquename5

amd is growing their 16b 2025 DC business to 150b in a few years and you arent buying LMAO🤌

Particular_Yard_2460

> The rest is praying that Grok will become AGI, and that blasting GPU's into orbit will be cheaper that running them in a warehouse. Cooling really is the least difficult part of a DC, power, connectivity and redundancy is all of which doesn't exist in space centers..

Late-Tadpole-2318

Five milly to cover four bronze horses in DC in extra thicc 23.75 karat gold. Where are my four horsemen at?

Reclusiarc

They're all idiots. Robotics will be the next wave after the DC buildout. Even if somehow all the DC spend disappeared, we're talking about billions of robots being produced over the next 20 years, all of which will need high performance socs. This train isn't slowing down.

mwfguxckdyou

Besset is a pussy ass bitch who got heckled out of a restaurant in DC. what a loser

Emotional-Breath-838

WGMI is a very, very volatile ETF that covers several of the data center players. But you need to understand that that's not how it started. WGMI was a fund tracking bitcoin miners. The bitcoin miners made bank when BTC was up to 125k per coin but then it plunged... just at the same exact moment that AI companies needed more data centers to meet the demand. And it takes a while to get permits, fiber, power, etc. so... The bitcoin miners that had massive data centers began to pivot. And now the top AI DC names are in WGMI. HYDR is another pivot ETF. It started with the hopes that everyone was going to "go green" and use hydrogen which was cleaner than other energy sources. The problem was that "green" lost favor at almost the same time that all of those data centers that you see started popping up and there wasn't enough power to ensure they could keep their chips cool so they went to the hydrogen guys and said, "Can we get your fuel cells for our DCs?" And now HYDR contains several of the top data center power related companies on earth. The WGMI and HYDR ETFs are WAY, WAY up and I expect that they'll continue to go up but I can almost guarantee that you'll get seasick on the ride wherever it leads.

Rock_or_Rol

They have to be doing some weird bunker construction stuff. Maybe not at the pool, but they’ve been paying 10x the cost on a few projects around DC

old_copper_kettle

The 2026 figure is probably more like $225k or something if you don’t live in NYC / BOS / LA / DC / etc. Definitely a point where you’re in diminishing returns for a good while until you truly move into a different bracket of wealth but no way that’s under six figures anymore.

KYEEZY98

The biggest War Hawk in DC is Secretary of State. If Iran War ended tomorrow we’d be in another conflict by next week.

VQV37

Yeah well apparently things have changed since the 80s. I am very familiar with the DC-X. its a good thing you are living in the present. Yes, SpaceX is just reusing all these boosters for almost a decade now just to incur additional costs. You argument for reusable launch vehicles might be a decade outdated. I had to read that time stamp on your comment to make surei wasn't from 2014.

ShrugsforHugs

You might want to check out the McDonnell Douglas DC-X from all the way back in the 80s. Reusable rockets aren't economically viable for reasons that a lot of people understand, but Musk and his fanboys haven't learned yet.

Emotional-Breath-838

Get your downvotes ready (you guys are so touchy) but here's the reality: There are as many as 8B people paying $20 to $100 per month every month to get access to higher limits, better models and more context and functionality. The "actual cost" to run these AI models is offset by the primary costs being hardware that is paid for up front and then amortized over years. The models need a lot of high end hardware but after that, they're using the same DC's, the same cooling, the same cabling, etc. as hosted websites. You think a company hosting websites could be profitable some day if they use a cheap LAMP stack in a DC with high density servers?

OhhPeeee

The reflecting pool in Washington DC is longer than the Burj Khalifa, got it.

Part_Tricky

Orange man drain it like everything else he put his hands on. Remember him saying " we will drain the swamp in DC", he is not wrong.

the_bagel_warmonger

There is a big difference between pensions and endowments investing in PE versus DC investors through TDFs. The difference is active monitoring and scale. PE has historically functioned by finding diamond deals in the rough that were missed by public markets. Active monitoring by sophisticated investment committees at endowments and pensions kept up the pressure to scrutinize these deals, and the small scale meant that the higher returns were possible. When money starts flowing to PE from passive investors (generally just auto enrolled in a TDF) that active monitoring pressure weakens. Furthermore, now PE has to find something to do with all this new capital. That pressure to increase the quantity of deals *will* inevitably decrease the quality. PE is by definition a value finding enterprise. They identify underutilized business opportunities, and use their capital to improve them. At some point, you run out of "diamonds in the rough" to find. Both of these factors will collide with the liquidity problems of PE if these things get into TDFs

myusernameisironic

I have been in cloud industry past decade and am now a senior at a hyperscale provider - yes, this is a generational boom, and if we fall behind it will be bad... I think thats why there is so much foreign anti-DC propaganda pushed in the US on Facebook currently TLDR, it wont happen again like this Cornings and other equipment side for cloud and AI are already more bloated than semiconductors since they bring the receipts, so I would avoid In my mind the next sectors to go will be industrial energy/PLC stuff (Eaton, etc) alongside cybersecurity as agentic AI starts going wild finding CVEs and exploits and triggers the arms race Quantum will probably be a bit after but thatd be next sector if it plays how I think

Independent_Rent_315

Headline is +85% revenue but the actual money line is hyperscale DC at **+115% YoY**. Total DC was "only" +94%, which means the biggest segment is *accelerating*, not decelerating. Bears arguing capex peak need to explain how the fastest-growing segment is the most "saturated" one. Forward math regards: * Q2 guide $91B (±2%), \~12% QoQ * Annualizes to \~$360B+ '26 revenue, \~$258B profit at current margins * Forward P/E *stepping down* on earnings growth even if price rips The "good print + stock dumps" pattern requires multiple compression to mean. With these growth numbers the multiple is already pricing modest growth, so beats actually re-rate higher. Risk is Q3 hyperscale guide stepping from +115% to <+80% — that's when the deceleration narrative wins. But Rubin doesn't ramp until Q4 so Q3 could look soft optically before the next leg. **tldr:** bears need cluster utilization to fall under 85% to be right; current data has it >90%. Position accordingly.

Independent_Rent_315

> The concession is real — Jensen said it plainly. But the framing of "95% → 0%" misses two things: **1. The H200 detail in your title is key.** NVDA effectively pre-conceded H200 to China when export controls hit; almost zero H200 silicon was ever shipped to the mainland. The "loss" is mostly forfeited rather than actively taken — different from telecom losing customers to a cheaper alternative. **2. Ex-China TAM is where the math lives.** China was \~25% of NVDA's data center revenue at peak. Today it's effectively zero, and DC revenue still hit $75B last quarter (+92% YoY). That means ex-China demand more than compensated — sovereign AI deals (KSA, UAE), US hyperscaler capex, EU buildouts. The actual risk isn't "Huawei takes China" — that's priced. The risk is **Huawei + SMIC leaking into SE Asia / LatAm** where price-performance matters more than CUDA. That's a 2027-28 watch item, not a 2026 one. What gives me more pause than the concession itself is the framing: Jensen telling investors to "expect nothing" is the kind of public bottom-call that often precedes a quiet re-engagement attempt via an export-compliant chip. Worth watching.

Happy-Ad-9834

**\[Your Name\]** **\[Your Address\]** **\[Your City, State, Zip Code\]** **\[Your Email Address\]** **\[Your Phone Number\]** **\[Date\]** The Honorable Donald J. Trump The White House 1600 Pennsylvania Avenue, N.W. Washington, DC 20500 **Subject: Concerns regarding NASA procurement and aerospace commercial contracts** Dear Mr. President, I am writing to bring to your attention a critical matter regarding federal space procurement policy and its recent impact on the American commercial aerospace sector. Recent NASA Lunar Terrain Vehicle contract selections bypass proven, high-performing American innovators in favor of unproven alternatives, creating immediate risks to our national space timeline. This decision has caused extreme and unnecessary market volatility, wiping out hundreds of millions of dollars in market value for hard-working American retail investors who put their faith in our domestic space infrastructure. Furthermore, delaying the deployment of critical moon base hardware risks stalling our momentum at a time when we must establish a dominant American position on the lunar surface before adversarial nations like China outpace us. I urge your administration to direct the Inspector General or a federal procurement review board to audit NASA’s current "High Achievability" task order criteria. We need to ensure that federal funds are being steered toward efficient, American-made systems that maximize taxpayer value and protect high-skilled domestic manufacturing jobs. Please intervene to mandate accountability within NASA's selection process so that bureaucratic red tape does not undermine American commercial space leadership. Thank you for your time, your leadership, and your continued dedication to keeping America at the forefront of global technological innovation. I look forward to seeing your administration address these vital infrastructure and economic concerns. Sincerely, **\[Your Signature\]** **\[Your Printed Name\]**

AnotherThroneAway

Fair point. But a counterargument is that DC capex isn't slowing, and may not for a good long while. Some analysts are talking about mid 2030s. Even then, the rate it slows to may be absurdly high by pre-2022 standards.

coalescence2071

Because it’s a good way to suck taxpayers money out of DC by corrupting politicians. Example: Elon getting fat US Government subsidies and contracts for SpaceX.

KillerWhale1999

Look at the sneaky DC name CLFD go. HLIT who?

artist55

Mainly also because DC builders go with the cheapest components. I design data centres and could save hundreds of MW of max demand. But I can’t. No time. No fee :)

circuitji

Space DC will be 2069

Throwingdartsmouth

The war ended but the official declaration is going to take two to three days to get from Iran to DC since the parties have chosen to use two tin cans with string attached as a phone. Hack that, Jack.

MadeThatCash

like in that DC movie??

dash_trash4255

Alexa - play thunderstruck by AC/DC

Mikemtb09

14 in MA and NH, 15 in HI and MO 16 in TX and DC (With parental consent) The issue is Trump didn’t marry these teenagers

Emotional-Breath-838

I didn’t get in when it was a stupid “green” play. I got in when it became clear that they had the fuel cells needed to power DC’s at a time when the grid was woefully inadequate.

No_Issue2334

You are seriously underestimating how expensive it is to build HSR. Airlines are already extremely capital intensive and barely make profit because of that. Railroads are even more capital intensive because you have to pay for land rights. This is easy in a centrally planned communist state like China since the CCP owns all land in China (with "private" land ownership really being 40 year ground leases from the state). This is almost impossible in America due to Takings Clause of the Constitution; the Takings Clause requires the government give just compensation to landowners in exchange for the taking of their land. That would be extremely expensive. Meanwhile, it's free to travel above someone's land on an airplane. You don't have to pay the landowner for the right to fly above their land. While it's true that many HSR achieve an operating profit once the system is built, only 3 HSR systems have achieved true profitability once capex is included into profitability: Tokyo to Osaka, Paris to Lyon, and Beijing to Shanghai. Japan's and China's lines lie along some of the densest parts of the globe. France's connects their two largest economic centers and only travels a relatively short distance. America is way less dense. Sure, the Northeast is dense and so are parts of California, but the parts in between there are very spread out. There simply isn't the population density for a commercially viable HSR from say Boston to Miami to NYC to LA. Regional HSR from DC to Boston or LA to San Francisco could probably work but, as seen by California's HSR attempt with state backing, are still extremely difficult to build.

Badmoodsbear

This is incorrect. If I buy $1M in GPUs with a useful life of 5 years the accounting works as follows: Seller: $1M in revenues. Revenue are booked when ownership transfer to the buyer. Buyer: $1M in assets. Those assets are then depreciated over 5 years. So this year $200k. Next year 200k, and so on until the asset is down to $0 after 5 years. The expense is recognized over 5 years while the revenue is recognized over 1. (Yes, there are different ways to depreciate -- I'm describing straight line for simplicity sake). These are not aligned. Further more, lets talk about a $1B data center now. Like the above example, a DC also is an asset that will need to be depreciated, and thus expensed, over its useful life and not at time of purchase. But the period of depreciation does not start until the ASSET HAS BEEN PLACED INTO SERVICE. That means there can be a delay from the time that you guy buy all the materials, do the work to build the thing and then once its finally finished, and doing its thing, THEN you start the depreciation cycle. TL;DR: The person you replied to is right.

Southern-Voice-8209

Yeah, like the F35s are taking advantage of the long weekend and are sunbathing on the beach 😄 If there was any chance bombing would resume this weekend, he wouldn't have made the world know that he's staying in Washington DC and missing his son's wedding

JerseyshoreSeagull

Can't stand our current administration and honestly I wish someone else would take over... If I woke up one morning, found out Iran infiltrated DC and then murked the white house... bro I ain't cheering. This straight isn't open. It isn't closing. This isn't taco Tuesday. It's called. Guess when the next world War is bitches.

noiserr

> AMD has the consumer mindshare but that's about it. AMD's true strength is actually in datacenter. They have been consistently eating Intel's lunch in DC and they are now the #1 DC CPU maker by revenue.

Slow-Information-847

y'all, just for the Sunday night fun. Yesterday when he said the deal was to be signed on Sunday, who did he plan to sign the deal with? Even Arab princes only tuned in from the zoom. Is he aware, 1. Iranian airspace is closed, 2. it takes 18 hours for plane to reach DC if it has not been shot down by Israels. 3. Who will represent the country to sign that deal? Did he print a draft document with a name in the end? or, nobody even bother to think any of above, including if the White House cafeteria has halal food for a lunch?

datacollector_music

Why don’t a bunch of us just take a trip out to DC and ask about em. I’m thinking couple hundred thousand.

blue4ever92

$HYLN Hyliion's KARNO generator natively produces high-voltage direct current (DC) electricity on-site, making it a perfect, highly efficient power solution for NVIDIA’s new 800 VDC AI data center architecture without the need for wasteful power conversions.

_Lucille_

Just the other day we saw this: [NVIDIA's CPU Sales Could Make It One of the Biggest CPU Makers This Year](https://www.techpowerup.com/349251/nvidias-cpu-sales-could-make-it-one-of-the-biggest-cpu-makers-this-year) AMD is essentially picking up the scraps left behind by Nvidia while its growth in DC is for AI is now going to be challenged by nvidia.

bravosierrapolitics

The local news in the Cinci area is Vance just rushed back to DC from here...why would he rush back for a "peace deal"?