11 Comments
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Anne Keller's avatar

The future battleground between man and machine will be over 💧 and natural gas. Not seeing any power deal for 10-20 years promising guaranteed gas supply for turbines at a fixed price. When electric bills for ordinary people keep rising because of the machines we're outsourcing our brains to we'll have an existential conversation.

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Jeffrey Carter's avatar

Meta just contracted in Illinois to re-open and operate a nuclear reactor. https://www.cnbc.com/2025/06/03/meta-signs-nuclear-power-deal-with-constellation-energy-.html Greenies wanted to close it

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Dave Friedman's avatar

Yeah, makes sense to reopen closed nuclear power plants. A much different prospect, though, than building new data centers/power generation from scratch.

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RobertoDuranDuran's avatar

Have you ever looked at the company Landbridge (NYSE:LB)?

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Dave Friedman's avatar

I have not! But looking at it now. Looks like an interesting co. Thanks for the tip.

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Erik's avatar

A retired Air Force base? Dyess is quite active.

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Dave Friedman's avatar

Thanks, good catch. Fixed the error.

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Anna Mac's avatar

Fascinating. Google built a massive switching station (?) south of our house in Iowa capturing over 1,000 electricians in the region as they did so. They're continuing to acquire farmland and build. There are few jobs associated with these installations after the build. While I appreciate the need to get into the ground quickly, the appearance of these structures needs to be given some thought. The Google facility is miles of asphalt parking lots and buildings less attractive than metal post and beam. They conflict with the landscape in the worst possible way. It's the least that should be done when localities fast track permitting.

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Dave Friedman's avatar

Yeah, that's a good point. I suspect as the public becomes more aware of the amount of infrastructure required to usher in the AI revolution, you will start to see communities insist on more input into how the infrastructure is integrated into the surrounding land.

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SwainPDX's avatar

Serious question - why do they have miles of parking lot if there are few associated jobs?

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Dave Friedman's avatar

That's usually a zoning requirement which doesn't distinguish between, say, office buildings, and data centers.

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