NVDA calls?
BREAKING: Jim Cramer says Nvidia investors need to prepare for a future without Jensen HuangView quoted post on X
strictrope
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Zephyr fanboy. Bagholding cash.
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Permiting and regulation still are handled by state and local bodies, but looks like generating and connecting to power gets a lot easier if this gets fully passed
The Data Center Buildout Is Not DeadView quoted post on X
The Senate’s 73-25 vote to advance the Bipartisan American Affordability and Jobs Act undercuts the claim that rapid data center expansion is politically finished.
With White House support and President Trump publicly backing the measure as a way to unleash energy production and protect ratepayers, the bill both raises costs for operators and clears the largest practical obstacle to new capacity: the inability to build power and transmission on a workable timeline.
Under the legislation, large loads of roughly 20 megawatts or more must cover the full incremental cost of the generation, transmission, and distribution upgrades built to serve them. Ratepayers are shielded from cost shifting, and states gain additional tools to impose collateral or other requirements. Modeling suggests this could meaningfully increase the retail power price faced by data centers and add roughly 10 percent to the annualized cost of a gigawatt-scale facility. Those numbers are real, and some marginal projects will be repriced or delayed.
They are not fatal. The same bill shortens federal environmental reviews, limits the window for legal challenges, strengthens project certainty, and expands federal transmission siting authority after a defined state review period. The binding constraint on data center growth has not been the willingness of capital to fund servers; it has been the multi-year wait for reliable power. Faster permitting of generation and transmission addresses that bottleneck directly.
Higher power costs and clearer cost allocation will push some developers toward co-located generation or more selective site selection. That is an adjustment, not a shutdown. The combination of ratepayer protections, accelerated infrastructure deployment, and explicit Trump administration support is more likely to sustain the buildout than to end it. The political signal is that Washington is prepared to let the projects proceed, provided the incremental costs fall on the operators rather than on everyone else.
They saw data centers slow down due to regulation so they decided to slow down memory capex to avoid oversupply and protect pricing. The labor dispute was likely just the excuse. I’ll bet we see similar moves from the others
Apparently, Micron scrapped plans for another fab in Taiwan because its union there was asking for too much in bonuses lol.
The fab was supposed to come online in 2028.
So that’s less supply hitting the market in 2028.View quoted post on X
