DC

g3ttinj1ggyw1t1t

I do like the possibilities here. Many data center companies are starting to produce EGS/sustainability data where as almost none did 5-6 years ago. What some do is buy wind farms via dirty credits. If this can take off vis the POC in Utah I like the odds of it rolling up to $30-40 but that would be a Jan timeframe. I just grabbed a bunch more at $9 but avg cost $13. I got into OKLO at $7 as I’m in the DC arena.

dream_fox

cables were oversupplied cuz there was no demand. the demand for AI DC is endless once we factor in audio and visual AI models. Far far far far more needed for video.

P0piah

I will pick Meta anyway. Its has proven AI boosted its ads rev by large mile. Once the AI bubble pops, i love to see these big tech swoops in to pick up cheap DC. Anyway this is how business works isnt it. New tech -> hype -> abnormal profits -> competition sets in -> normal profits -> bankruptcies and lastly some winners left standing.

Substantial_Oil_7503

You are trying to lump in AI with SaaS. Model is different. Im an exec in the DC construction industry, commercial focus.

Nice_Cellist_7595

"Power's like 5% of a data centers ongoing cost." as long as you can provide the power... then it's billions of dollars of cold, dead hardware sitting on a DC floor waiting to make more videos like this. lol

Desultory_Chairlift

Your GPUs are not obsolete after a year because there is such a demand for them no one really cares if you have the older models because to get a GPU at all is a challenge. Even so, if your DC pays for it's self several times over before the demand is gone it doesn't really even matter, you made the money on the product.

Hegecoin_Rules

In DC area, a ton

Substantial_Oil_7503

Its ambitious like all Musk claims, but they can charge a very high premium given how quickly they can put GPU's into production and energize sites. They have done it already, the facility where their host Anthropic was built in under 6 months, which is insane and almost defies belief if you are in the industry and understand what is typical. However with the premium and the speed that they have built at previously, if they can sustain it then the cashflow they generate is massive and comes in very, very quickly compared to typical builds. The actual debt requirement is hard to quantify right now because they yield so quickly. The business case from a DC perspective is fascinating for those who are in this industry we are all looking on in interest. I am highly skeptical, but the modelling with their approach is different given how quickly they get the facilities up. It snowballs quick, and with the rapid payment the credit terms required are vastly different to whats typical too. I am not invested in either Telsa or SpaceX, whatever I hold is through ETF's.

Substantial_Oil_7503

Or maybe he just understands the industry a bit more than you do. American Tower has been installing modular DC's at the base of their towers and ramping up those deployments. The towers are becoming the equivalent of cable landing stations.

TimeTravelingChris

The DC build delays are the scale, and there are a lot of them. Again, I think it's sort of pointless and he makes a lot of much stronger cases.

TimeTravelingChris

Well here is the thing, he called this weeks / months ago and BI reporting on Amazon just confirmed it. So you can say it's incomplete but his method is pretty common sense. Nvidia discloses sales and deals, and the companies building the DCs announce capacity and completion. It's no secret that A LOT of the DC construction has been delayed or cancelled for a number of reasons. He's just one of the few pointing this out. Personally, I think warehousing of excess chips is one of the least compelling arguments for a bubble. Open weight models and lower cost competition is the real long term risk to the current structure.

AlasKansastan

Buddy have you ever flown in a DC-8?

Glum-Cash3869

the death of a shared sense of reality poses real existential threats. Huge swathes of the population are choosing influencers over science, partisan fictions over history. How do you explain to a family member that high LDL is a bad thing when they consider a century of experiment "fake news"? How to explain to another that gun law in the US radically changed with DC vs Heller when they refuse to even consider summaries of the 4 prior Supreme Court decisions addressing the 2nd Amendment. And the big existential one is the crisis of anthropogenic climate change. There's 160 years of science on this, but they choose fossil fuel funded disinformation over even looking at a graph.

PassableForAWombat

Zoom operating in DC with 0 issues, same with hubspot

Mammoth_Upstairs

He’s busy building a golden ballroom, a golden arch, and a new golf course in DC, and of course defending ramaswamy’s pro child assault ad. Why do you think he would do anything for you?

barelyreadsenglish

3 facts He will try to rig the elections He won't accept He lost He already has the national guard in DC

Spac55

Market panic for new war, $CRWV bond, AI-theme. Many times past 2 years, we saw scary DC news, like 48hr warnings After 12000 Iran target attacks last 6month, how much new war impact US GDP? Earnings strong $NVDA $MU $META $JPM $GS $SPCX $TSLA & all BigTech have big cash flow, it’s earnings time.

PassableForAWombat

Ooh. No. DC.

kylkartz21

Yeah cuz no one wants to buy capital at 8% interest. It would be really funny if the AI companies somehow wield their influence to get DC to balance the federal budget and get bond rates back down

0201037464793921170

So all those tech CEOs were in DC a few weeks ago and anyone thinks this market isn’t going to skyrocket back up?

Spirited-Lawyer-8281

Simple math says the AI boom is about over just based on the current financing costs of 10-14% for hyperscalers. At 12% and 15 years duration someone putting in a $5 billion DC is going to pay a total cost of $11-12 billion for that DC and it only lasts 7-8 years at best. The whole charade is now dependent on getting 300-400 basis points to come off the loan terms.

SpiderWil

ya bc nobody in DC know show to operate a computer

Ok-Parfait-9856

Iran could nuke DC and they’d end up international heroes

PassableForAWombat

DC under emergency power provisions already. I don't think its because of what he said.

LUNRlover

I learned about it from an ad I saw in the DC metro

Cimexus

The Model Y is the best selling car in the world three years running. Not electric car, but car. There are plenty of other electric cars out there with their various strengths and weaknesses now but Tesla still tops them all at core EV competencies such as efficiency (Wh consumed per km), thermal management, and software. They are in a competitive field now and aren’t the leaders in every aspect (their DC charging performance is fairly mediocre for instance), but calling them a shit product is inaccurate. Go and actually watch some EV comparisons/reviews. Tesla is still highly competitive, even in markets that also have the Chinese EV makes (eg. Australia, Europe).

IagoInTheLight

Well, we are about 2 years from: "Hey TV, I'd like to watch a Spiderman movie." "Hello User! Spiderman is a licensed character. You can watch one of the official movies for $X, or I can generate a custom film for $Y." "Let's do a custom film. Actually, can we do a movie about Spider Gwen? She was really cool." "Sure! The custom film fee for Spider Gwen is $Z. If that's okay, let me know and tell me any specifics you'd like." "Yeah, the price is fine. Can you do a cross over with Batman?" "Sure, but DC's license fee for Batman is $XX." "Ouch! Forget that. Go ahead and surprise me. Something with Gwen ending up in space. And I want something with clever humor, like Guardians of the Galaxy or the Thor movie where he's a prisoner and has to fight Hulk in an arena." "Sure thing! It will take me about 10 minutes to generate the film. Go grab a snack and it should be ready by the time you get back to the couch!" "Awesome! But could you let the house-bot know I'd like a pepperoni pizza, Corona, and a some chips. Also, post to my friends-network what I'm watching and an invite to anyone who wants to parallel watch with me." ...

IAmMiddleChild

Nah Murdochs becoming old news. He's got fox, WSJ, NYT, NYPost, the Sun, most major Aussie news. Ellison's are all on on film, TV, and news media. Here's the quick list: Film Studios & Animation: Paramount Pictures, Warner Bros. Pictures, New Line Cinema, Skydance Animation, and DC Studios (which manages the DC Comics film and television universe). Television & News Networks: CBS Entertainment Group (CBS television network, local stations, CBS News, CBS Sports) and the Warner Bros. Discovery U.S. Networks portfolio (CNN, Discovery Channel, TLC, Food Network, Cartoon Network, TNT, TBS). Also legacy Viacom cable channels including Nickelodeon, MTV, and Comedy Central. Streaming Platforms: HBO/Max, Paramount+, Pluto TV. Interactive & Gaming: Skydance Games and Warner Bros. Games.

shiny0metal0ass

Well then why would they go up? Its not like one has an investor report today and the other sidestepped the DC war.

InterestRelative

Are you serious about \`electricity bill growing by 20€\`? You can check how electricity prices changed in Ireland for example. \>  Is the fact that the big US companies building DCs are Ireland registered and therefore doing planned tax avoidance shameful, yes. Should Finns care, no, money will follow. Do you suggest tax avoidance works for Ireland DCs but won't work for DCs in Finland? \> Our country needs to grow up I agree with that and I'm not anti DC in this case. I'm against blindly thinking that DCs are profitable for our economy in any case. This should be carefully and openly calculated and regulated to make sure we won't end up with 30 new jobs per DC, almost zero tax (e.g. if a profit center for the company will be in another country) and scarce electricity.

TortugaJack

Cool, any references or evidence on any of that? You do know I hope that Google's DC in Hamina uses seawater and returns it all back to the sea, so no consumption. It's in the middle of nowhere so nobody hears it and they pay their fair price for electricity.

TortugaJack

Yikes the amount of misinformation in this comment and others on the Google DC subject. Sometimes I think my fellow countrymen are utter morons. I guess we should kick all the foreign investment out and go back being the worst country in the EU to save some trees. I mean the country is only 75% forest or 23 million hectares, gotta make sure those squirrels have somewhere to live! I'm a Finnish forest owner so no stupid comments please, and yes Google should have handled it much better but rejecting them and Microsoft and all the others pouring investments into the country is moronic. The city of Vaasa got a cool 65M€ payment from Microsoft for selling them a useless spot of gravel and dirt which they decided to invest, not bad.

ChiefKene

I still think they should have went all in on getting HBO. They would have gotten content to eat on for DECADES. Harry Potter, Game of Thrones, and the DC Universe would be all they need lol.

RichSpecific4490

If they don’t refurbish that DC golf course this economy will crash

AFGummy

Eh I see quite a few a day in DC area. They’re growing and many people I know are ready to trade their Teslas for Rivian as they see it as the only viable alternative electric vehicle bc legacy automakers don’t seem committed to electric

Worth_Garbage_4471

Europeans can actually afford the US imperium far less than Americans can. Don't forget it was a joint project of the US elite and the European elites (as junior partners, sure) after WW2. Now it's overextended and trapped in the logic of hegemony that created the conflict with Russia. Americans have more confidence to say it's hurting then and turn it down because they know the power in the relationship. Europeans as the junior partners are petrified because they are addicted to the feeling of superiority that comes from being part of the world-controlling alliance, even if their part is to be bitch slapped whenever DC feels like it. They know it's not a long way down to being Guatemala and like all humans their behavior is acutely dependent on perception of status. You not getting that perceived status is all that matters to them is what they call ignorance.

Hotmicdrop

Probably because this way he knows it will go to a kid's stock account and not to pay mistresses in DC or some other bullshit they use our tax money for?

smellybear666

You left out the cost to actually run that 1gw DC. How much is the electricity a year? What about replacing the GPUS in 3-5 years (that apparently are going to get harder to obtain will all of this demand)? Where did you get that 60/40 split?

IgnoreMe733

2 am for the person who took the screenshot. Looking at the actual tweet it occured an hour ago so about 3ish DC time.

shiny0metal0ass

Okay, but if AI isn't playing out we are actually going into a DC surplus. We already had one before OoenAI and Anthropic. Is Salesforce gonna pick up that slack?

autumnbreeznleaves

This clown ass market is improving my standard of living. If the Washington DC insider traders passing laws are buying why should I be the dumb ass sitting in cash buying US Treasuries???

-Crash_Override-

Re spacex....you aren't understanding what im saying. If OAI and ANT run out of money its because the capital discipline is insufficient to meet investor expectations. I.e investors have said: "you spend too much on AI, the ROI is not now or in the reasonable future going to work for us, no more money for you" They will the turn to Google who is also spending obscene amounts of money, and say, "AI isnt working out, stop investing in it" they dont care where the money is coming from PE, internal coffers, etc.. Once that happens, Gemini no longer gets training runs, no longer gets DC space, no longer gets investment in TPUs. It may limp along but as a shell of its former self. I dont think I ever implied that nvda selling at a lower price is bullish or bearish. I would argue the *reason* they have to sell at a lower price is bullish/bearish...not the price itself.

Gram_variable

Because what America really needs right now is a golf course in Washington DC

D_is_for_Dante

I doubt that SME are willing to pay the required costs for Hardware and more so for required specialists to operate them. (And don’t forget the DC itself) Especially when you pair that with the cost saving opportunities on the public cloud.

JustLurkCarryOn

The way europoors are like “ThIs Is HoW yOu PrOtEsT!!!” Like yeah, I remember LA after Rodney King verdict, NYC during Occupy Wallstreet and Minneapolis at the height of BLM. I agree with the cause behind all, but the chaos made for no lasting change. We just got normal citizens there watching their neighborhoods and businesses get fucked up while DC just kept doing its thing.

SellingTheta

If you wanna play DC go for NBIS you dongus why are going into whoredebtweve?

MasterpieceFeisty301

uhhhh I want to scroll the markets but I have a speech in DC speech due tomorrow

lifetwoshort

Not true. If states made it easier or super simple like DC , we are good. Then congress would deschedule it.

ckin-

How did it look with the cloud revolution and spend 10 years ago? I doubt the DC spend was backed up immediately with revenue from spending businesses. This spend is of course bigger, wider, and faster. But still.

TrollerCoasterWoo

Two things: 1) Fuck these subtitles. 2) The U.S. held a presidential election during the civil war. Also during every other war the U.S. has been involved in, including the war of 1812. Midterms were held in 1814, the year Washington, DC was invaded and the White House was literally burned to the ground “Predictive history”

Interesting_Tax7354

Most deals I’ve seen for DC are 13-15 Mn / MW capex for 120\~130 USD / kw / mo of revenues so 10% gross yield, usually 80-85% margin (with in my view overly optimistic maintenance costs assumptions). And devil is in the details for these deals, lot of 15 yr deals have sliding scale early termination which gives you an adjusted tenor closer to 11.5 yrs… At the end of the day the reality is that no one on this planet has a way to forecast compute needs in 24-36-48 months, why would it be 80 GW and not 60 GW? If we end up just 20% overbuilt it will be a sh\*\* show!

Interesting_Tax7354

Most deals I’ve seen for DC are 13-15 Mn / MW capex for 120\~130 USD / kw / mo of revenues so 10% gross yield, usually 80-85% margin (with in my view overly optimistic maintenance costs assumptions). And devil is in the details for these deals, lot of 15 yr deals have sliding scale early termination which gives you an adjusted tenor closer to 11.5 yrs… At the end of the day the reality is that no one on this planet has a way to forecast compute needs in 24-36-48 months, why would it be 80 GW and not 60 GW? If we end up just 20% overbuilt it will be a sh\*\* show!

Interesting_Tax7354

Most deals I’ve seen for DC are 13-15 Mn / MW capex for 120\~130 USD / kw / mo of revenues so 10% gross yield, usually 80-85% margin (with in my view overly optimistic maintenance costs assumptions). And devil is in the details for these deals, lot of 15 yr deals have sliding scale early termination which gives you an adjusted tenor closer to 11.5 yrs… At the end of the day the reality is that no one on this planet has a way to forecast compute needs in 24-36-48 months, why would it be 80 GW and not 60 GW? If we end up just 20% overbuilt it will be a sh\*\* show!

fake212121

Those who are pure DC will be hit very soon when people realize anthropic and openai wont be profitable ever

LlFERUlNER

Right? “Hahahaha those 2A right advocates ain’t raising up and militia’n against a tyrannical government. Pussies. I’m doing my part by bitching and bitching about said tyrannical government on Reddit. The least they can do is storm the capital with their guns and kill all the Nazi in DC.”

jarMburger

It is somewhat early in the cycle, typical DC construction and server install and then ramp up takes about 2 years, assuming planning and permit is already available. So much of the DC “announced” in the last 2 years aren’t even in service yet, one of the big reason why the hyperscalers are looking at the neocloud folks. I’m actually quite surprised that many of the so called experts debating this topic never even set foot in a DC before so take their discussion with a grain of salt.

Tay_Tay86

Basically. You know that at least som % is going to be very vocal and unhappy Just looks at DC fans with lanterns. Classic comic book fans. 👻

DoubtNeither3927

NVDA alone doesn't tell the story. It's up roughly 20% in the last 12 months, sure, but over a ~3-5 year period? Way, way higher. But NVDA is growing revenue AND profit, which is rare right now in the sector. Why? Because it's selling the shovels for the gold rush. Even then, through circular financing, it is under-writing a lot of the companies buying it's GPUs, which is troubling in itself, but can also explain some of their revenue growth. Now to the broader AI play... That's where the bubble is. Put simply, the cost of AI is far, far outstripping the revenue. Not by a bit, by A LOT. Some would argue that (like dotcom or AWS) the capex is to drive revenue growth and will pay back X-fold over the mid-long term. But that's not how the tech works, their main expense items aren't scaling (and likely won't ever) to support revenue growth. - they are pumping billions into DC build outs and stocking them with GPUs that have a very short life (2-3 years), that won't generate the revenue to justify payback - even then, roughly half their computing power goes into model development and training. They try to argue that's R&D and will diminish over time, but it's hard to see how this isn't an operational expense - I.e. if they stop training models, they become less useful or obsolete (model drift)... - then there's inference... What they generally claim they're profitable on. If we discount those first two massive expense items, we are profitable when we offer up our models to users as the cost of their use covers the cost of the compute used to serve them. Sure, but you can't ignore the first two. And, the more people use your models, the more compute you need, I.e. it's not scaling. Don't look at NVDA to be the bellwether for the bubble. There are lots of pets.com examples out there. Last week, in Australia, Firmus pulled an IPO priced in the 10's of billions for a company making $50m in revenue and no profit that had two DC leases and a bunch of ambitious plans, nothing more. To me that's an early indicator that the bubble is starting to deflate as people start to realise the math isn't mathing.

imtrynmybest

"touch grass"..... how idiotic that sounds telling the hunter, outdoors man, auto enthusiast to go outside..... When your the one strapped into ur gaming chair, shirt covered in crumbs, empty mountain dew cans on ur desk, down stairs in ur "pro gaming man cave".... Practicing for a spell casting tournament that pays out $150 to GameStop. Do me a favor, please get ur mommy to take you to the park. You can do just the medium height slide today...reddit knows u don't like heights. Shell catch u at the bottom so u don't get sand on your kool DC shoes.

piltdown_manchild

>I know someone in DC that immediately remove any regs for that and that Tesla can self regulate. That person will be leaving (probably) before this car ships.

johndsmits

I know someone in DC that immediately remove any regs for that and that Tesla can self regulate.

keelem

I hate that I'm wasting my time replying to this: Full self-driving robotaxis tesla bus $25,000 Tesla Optimus robots Mars Hyperloop Tunnels (e.g. DC Baltimore loop) $2T savings from DOGE (actually cost more money than saved) I'm sure there's a LOT more, all this moron does is bullshit all day.

Tax_Life

**Roadster:** promised for 2020, and production is now pegged at 2027-2028 after at least eight delays **Humans on Mars:** he said arrival in 2025, and no one has even gone to Mars orbit **Full self-driving:** he has promised "next year" since 2014, and it still needs supervision. The robotaxi service is limited to a small area of Austin **Other carmakers licensing FSD:** he said this would happen in 2024, and no one has licensed it **Optimus doing chores:** it was pitched for around 2022, and it's still not doing chores **Hyperloop:** hyped in 2013, and no operational Hyperloop exists **AGI by 2025:** it hadn't arrived as of January 2026 **DOGE savings targets:** missed **Neuralink:** He said every year from 2019 that human trials would happen by year-end. He also targeted 1,000 human implants by 2026. Human trials only began in 2024. **Boring Company:** In 2017 he claimed verbal government approval for an underground NY-DC Hyperloop, which never materialized. The tunnelling cost target of $10M per mile was also missed. **Twitter/X:** The profitability target was missed. **Starship:** He said it would reach orbit by 2022, and it didn't until last year. He has also promised full reusability by the end of this year, which is still open. **Optimus:** He promised "thousands" working in Tesla factories by the end of 2025. **Solar Roof:** Installation targets were missed.

Sp1keSp1egel

Reusable rockets were demonstrated 20 years ago (e.g. NASA’s DC-X project). The problem was that they were deemed financially not worth it since you still have to refurbish them after each start to ensure safety. Elon claims that he managed to make it financially profitable.

DurabilityAdvocate

Thank you. I have been screaming this from the rooftops for years on end and we’ve still got people jumping up and down for V8 engines with .2l more displacement or a prototype one-off that cost 10’s of millions of dollars. Any company can write a blank check for a prototype that does whatever you want. Making extremely high quality products that millions of people buy is what is actually cool, profitable, and what we need from our companies. Not the absolute slop we’re getting. The future is happening across the ocean and the people with power in our country want us to pretend that it’s bad so we can feel superior. Sorry, there’s nothing bad about high speed rail, fast charging EV’s, heavy electric vehicles, long distance DC power transmission, solar power, and improved infrastructure. These are all just objectively good things that we should have. And they are things that will be good for not just hundreds of years, but millennia.

technocraticTemplar

I don't know about cars, but that guy is a well known joke in spaceflight for all the things he's gotten wrong. He's the mirror opposite of Elon boosters, he makes his living by saying that everything associated with Musk is bad and dumb and wrong. SpaceX has been late on some things for sure but I challenge you to find a situation where SpaceX did worse than a competitor, especially for anything involving government money. Not to be too mean but what you said about DC-X elsewhere in here is exactly the sort of thing that makes Thunderf00t look foolish, a small test vehicle performing hops is impressive but obviously different from a full scale rocket travelling up to 200 km, and relighting its rocket engines multiple times, including while flying backwards at more than the speed of sound. NASA cancelled an entire supersonic retropropulsion development program built around developing the technology to do that because SpaceX started doing it first and was able to provide all of the data they needed. The entire launch industry has changed because of this technology, there's a reason that didn't happen in the 90s after the DC-X flights.

hopefulchart20

Thats fucking stupid, that's like saying if 50 years ago someone put a few hundreds transistor with more primitive tech together, now every company making cpus is basically doing the same and not innovating. The DC-XA did hops of max 3 km of altittude, was always subsonic and didnt needed to bother with reentry heat, falcon 9 booster reaches more than 100km, reenter at supersonic speeds and needs to survive extreme reentry heat. DC-XA barely had 56 km of deltaV, falcon 9 as an actual commercial rocket has \~2300km of deltaV, not even comparable. Genuinely one of the most stupid comparison to make to try to discredit musk or spacex. And, if as you said in other comment spacex is simply a "used car salesman middleman" explain how to this day there is still one single company in the world routinely launching reusable rockets, with a cadence of more than a hundred rockets a year, and being able to reuse each more than 30 times? why, if it is so easy, did no one else already did the same?

DrCodyRoss

Yes, that’s what I mean. The tax payers purchased a service from SpaceX, and they did not deliver on time, but mostly not delivered what we paid for at all. By delivery, I mean we did not get what we paid for. Also, this technology goes back to the 90s. SpaceX isn’t inventing anything, they’re just tasked with trying to make it more economically viable with modern technology, which NASA didn’t have in ‘96 when they invented it. I put a link in a lower comment in the thread, but the program was called DC-XA.

DoubtNeither3927

Lol, no not on puts. The problem is the depreciation schedule for these assets, mostly GPUs (because they lease most of their DC space). And as for the R&D, which should include the training of the models, which takes up about half the compute they use...they can't set and forget, the models need updating or they 'drift' and become obsolete.

PassableForAWombat

Ah yeah. Nothing says "Everything is OK" like power balance emergencies in DC.

AlasKansastan

So let me get this straight? The great “visionary” Jensen huang just had these DC companies rip the ground up across the world and we ain’t gonna need them?

mojomarc

Now we're talking! I've been wanting to add a true bikepacking bike to the arsenal, but thinking a little different (just because I want to let my wife use it as well): [Bike Friday The Bike Friday All-Packa, the ultimate folding travel bike | Online Store](https://bikefriday.com/product/all-packa-bikepacking-bike/) She really loves the idea of a Brompton, I want something that can do DC to Pittsburgh--this seems like a win-win if the seat/stem is adjustable enough

TimeTravelingChris

I saw that one of the big DC builders just had their debt enter distressed territory with a 50% default priced in. People really don't realize how bad the financials are.

SellingTheta

Dude I’m you want to buy a DC buy NBIS, IREN is a dog water BTC miner

TheoryInttro

And considering you can't pass the bar exam in China, you need to take it at a designated testing location in the state you're applying to - and there is not a trace of her in the Bar Associations in all 50 states or DC...

SellingTheta

Tech earnings are coming up man do you don’t remember what happened last time? Leotard assburner got cooked and every tech firm finger blasted earnings and we saw the greenest cock in DC stocks over the week

Ehh_littlecomment

These are annual lease commitments to my knowledge. Depreciation would be relevant if they were holding the DCs on their balance sheet. What they do as per my understanding is ask some DC operator to build it and then they pay an annual lease under take or pay contracts. So the 500B would be an expenditure rather than capitalisation. If there is no capitalisation there is no depreciation. Please correct me if I am wrong.

Ok-Parfait-9856

Apparently this sub is targeted as much as r/politics and r/worldnews and the like. So rest assured, there’s more than one DC worth of bots lurking at least

Low_Plastic363

$200K in NYC, SF, DC is "you might own a house one day." In Topeka they'll act like you're rich.

Flimsy_Outside_5508

If you really buy into the thesis on how half of all chips are unplugged or sitting in powerless DC’s/ daddy Jensen is forcing customers to buy in surplus i think NVDA is the clear short winner

PaperHandsTheDip

Over 90% last for more than 6 years. Lotta them last for more than a decade. The issue is that newer models are an order of magnitude more efficient & that's the biggest thing DC's care about. Power consumption, etc

manatee_strike_force

What % of repub men working in DC wanna suck some dick, I’m thinking 30% conservatively , the closet keeps them angry elves

PaperHandsTheDip

The GPUs are getting replaced with newer stronger models not because they "die" or "become obsolete" or "need replacing"... it's because the newer ones are an order of magnitude more energy efficient. Energy & cooling are a DC's largest cost. You can still rent 10 year old hardware from AWS. AI GPU's will be the same. They are "rated" for 3 years, but empirical data shows hardware operating at their capacity tend to last for 5-6, with some lasting as long as 10+

Sarabeth68

What is up with the time stamp on the bottom right? It is 16:59 in DC rn and 10/10/26

Rymasq

No they did not. DOGE barely cut costs. They actually increased overall spending. In 2025 the government spent $7 trillion. In 2023 it spent $6.1 trillion. I live in Washington, DC too. You are literally an uninformed idiot spewing incorrect information. I'm not surprised your company is wasting your time spinning up an internal LLM on an objectively worse closed weight model that isn't Claude Sonnet or Opus. You clearly have no clue when your money is being wasted.

Rymasq

People? You're already clueless. Tech's most profitable sector is b2b. Your tax payer dollars will fund millions of McMansions outside DC as every single federal integrator acquires an "AI Modernization" contract.

CapDris116

I'm kinda sad that David Ellison owns DC comics now 😞

8amteetime

Insider trading is a fine tradition in DC. Goes back decades. Trump is a pedophile, convicted sexual assaulter, convicted felon, and was best friends with Epstein.

Dangerous-Bonus-4027

Everyone talking about all red it's bought in on meme and one industry only. Buy DC of course but diversify strategically and you'll be fine.

WeekendAtMadoffs

Like Washington buying vineyard land for his wine and farm? Presidents were supposed to be about business not racial activism or a career riding DC on the Amtrak to stand around.

Ceyenne18

last crash - dark fibre. next crash - nation wide closure of unprofitable DC, cheap 2nd hand equipment.

No_Feeling920

But they are apparently also data center space and power starved. While building a new datacenter for every new generation of chips and leaving the old stuff in place sounds great, I don't think this approach is practical. I had an older graphics card slowly deteriorate, forcing me to severely underclock it, all the way to the point of simply being too unstable to be practical. I would assume a certain percentage of the DC chips would eventually start failing in a similar manner.

renome

What do you mean, political will? The dogs in DC will fight over who gets to bail him out. They work for him, not you

CappyRicks

Well, because dummy, supply and demand. The used market is high because there's nothing available, that doesn't increase the value of the GPU in the DC though, it makes it more valuable for resale. Its usability in comparison to new generations is diminished regardless how much gamers would pay to get a used one. Use your head man.

autumnbreeznleaves

"The generation is often defined as people born from ***1946 to 1964***. These years span the mid-20th-century baby boom that followed the end of World War II." Ok so the youngest may still be working and are 62. Yes, every demographics bracket has winners & losers. But there hasn't been a generation with more opportunities or that has seen more than their share of wealth than the boomers. We need to stop eating the poor to feed the rich with every major economic & political decision since the 1960's. They have all been made to favor the boomer generation. This is the main reason why younger people start families late in life now and don't have kids. Every economic decision made in Washington DC has been made to enrich the boomers for the last 60 years. Now yes it is never good for people to take out there anger on diff groups. It is classic divide & conquer technics. But we really need to stop worrying about the boomers being ok.

autumnbreeznleaves

Boomers are all retired except some old corrupt politicians in Washington DC. As long as the boomer assets keep going up and their SS checks keep going up they have no reason to sell. And no I don't feel bad for the boomers at all. They were the most entitled, me generation, that the USA has ever seen.

No_Feeling920

They still use (or, rather, have used, until it got destroyed) legacy military hardware in the Ukraine war. Does not mean it's particularly great or effective. The older cards will have much lower perf/Watt and perf/rack (density) and their smaller RAM requires more workload splitting, which lowers overall efficiency (communication overhead, etc.). Running them in a DC also presents a lost opportunity cost (replacing them with newer, denser HW).

RichSpecific4490

My friend in DC told me they are monitoring Reddit and are sending anyone who says artificial intelligence to the front line when they invade Iran after mid terms. Just a heads up to my fellow degens

No_Feeling920

From Google AI. Not a total fantasy (I did not claim they did not exist), but the tech has yet to be proven practical with respect to economics, durability, reliability etc. It's akin to investing in a biotech with ongoing clinical trials. >No, solid-state transformers (SSTs) are **not yet widely viable for mainstream utility-scale deployments**, though they are beginning to transition into early pilot programs and concentrated commercial use cases like AI data centers and microgrids. \[[1](https://honleele.com/solid-state-transformer-vs-conventional-transformer/), [2](https://www.latitudemedia.com/news/does-the-market-finally-have-an-opening-for-solid-state-transformers/), [3](https://www.youtube.com/watch?v=4GoIiaV3RiE&t=89)\] >Current Viability Status >**Pilot vs. Mainstream:** While early commercial pilots and demonstrations are underway for electric vehicle (EV) charging, renewable integration, and high-density data centers, traditional passive iron-and-copper transformers still dominate standard utility grids. \[[1](https://www.latitudemedia.com/news/does-the-market-finally-have-an-opening-for-solid-state-transformers/), [2](https://www.youtube.com/watch?v=4GoIiaV3RiE&t=89), [3](https://honleele.com/solid-state-transformer-vs-conventional-transformer/)\] >**Primary Market Driver:** Mass adoption is currently being pulled by AI data centers and hyperscalers seeking high-efficiency 800V DC distribution and smaller footprints rather than traditional utility-scale power transmission. Projected timelines place broader commercial scaling around 2028–2032 depending on the sector. \[[1](https://www.linkedin.com/posts/marklewis8_solid-state-transformers-should-be-out-of-activity-7467586851739070464-zmco), [2](https://www.youtube.com/watch?v=MLEqSV7pS9s&t=470), [3](https://www.youtube.com/watch?v=tgqeF0rKjrU&t=18), [4](https://www.latitudemedia.com/news/does-the-market-finally-have-an-opening-for-solid-state-transformers/)\] >Why They Aren't Universal Utility Replacements Yet >**Cost and Complexity:** Power electronics (such as silicon carbide and gallium nitride semiconductors) are significantly more expensive and complex than passive electromagnetic iron-and-copper cores. \[[1](https://www.enlit.world/library/can-solid-state-transformers-be-the-next-evolution-for-power-grids), [2](https://www.latitudemedia.com/news/does-the-market-finally-have-an-opening-for-solid-state-transformers/), [3](https://honleele.com/solid-state-transformer-vs-conventional-transformer/)\] >**Reliability & Lifespan:** Traditional transformers last for decades with minimal maintenance, whereas the long-term field reliability, thermal management, and high-frequency common-mode voltage stress of SSTs under harsh utility conditions are still under active study. \[[1](https://www.supergrid-institute.com/2026/01/28/solid-state-transformers-future-power-distribution/), [2](https://www.latitudemedia.com/news/does-the-market-finally-have-an-opening-for-solid-state-transformers/)\] >**Protection Rethink:** Fault behavior and short-circuit handling in power-electronics-rich networks require utilities to completely redesign their protection and switching schemes. \[[1](https://honleele.com/solid-state-transformer-vs-conventional-transformer/), [2](https://www.supergrid-institute.com/2026/01/28/solid-state-transformers-future-power-distribution/)\]

CommunicationRare963

yeah, their revenue didn’t budge but that’s almost a damn certainty in a consumer‑goods maze. the real pain is clean‑winging DC, pulling on wholesale and leaving the $180k elite crowd and the split‑price global sellers to do the heavy lifting. if you’re into a 12‑year low stock you could push through the noise if you’re willing to wrangle the brand’s leg‑work paid off eventually.