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I told you idiots this was going to happen. These AI TechBros aren't going to be able to force 80% of the U.S. population to live in unpowered, unlit, unheated caves just so they can suck up all the DRAM and GPUs to generate tentacle porn images.

https://www.zerohedge.com/markets/here-come-cancellations-brookfield-backed-compass-pulls-out-major-northern-virginia-data

> Recall days ago we wrote that half of US data centers scheduled for 2026 would be cancelled or delayed. We wrote then that the outlook for the US AI revolution looks increasingly more dim.
>
>The data, which comes from Sightline Climate's 2026 Data Center Outlook, suggests that just 30% - 50% of the ~16 GW of planned US capacity for the year will face risks, with only ~5 GW currently under construction!
>
> According to the article, "things get even dodgier in the coming years, with the vast majority of data centers planned for launch between 2028 and 2032 having yet to even break ground. There are a further 37 gigawatts of planned infrastructure which haven’t even received a firm completion date, only 4.5 [gigawatts] of which have actually begun work."
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>>62176967
>zerohedge
inverse this stupid gay bear shit
>>
>>62176967
already priced in the moment they were announced and I mean that unironically. these fucks at wall street are smarter than you. dont pretend you have more information/insider knowledge than them. you are a random faggot on the internet. no move one
>>
>zerohedge
>>
>>62176991
Seethe harder.

>>62177000
Nice full house, but seethe harder anyway.
>>
>>62176967
spray data center agents in the face with DMSO solubilized carfentanil
>>
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>>62176967
>New algorithms massively improve efficiency
>AGI achieved with current datacenters
>Cancelling those unneeded datacenters saves tens of trillions of dollars making AI even more profitable
>this is somehow le bad
>>
>>62176967
zerohed saaar! ai is bestest thing since slice bread benchod!
>>
>>62177046
Wow, that's detailed and specialized knowledge.

Funny you should mention that; a few years ago I used DMSO to make custom transdermal medication to test whether I was having absorption issues with a medication or if it was a metabolic problem. Turned out it was metabolic, which sucks.
>>
>>62176967
Yeah man, the AI revolution must be fake! It couldn't be that GPUs and infrastructure take time to make. Pull your money from the stock market now and I cant take your positions and you can stay poor, forever.
>>
>>62179029
>t. most retarded take ever

Reality: there isn't enough electrical power generation capacity in the country to satisfy the AIbros' buildouts.

Reality: politicians are not going to allow the AIbros to shut off power to the entire residential market just so they can generate loli porn for /b/.

Reality: sanity will return to the memory and GPU markets as these fake and gay AI companies are forced to scale back their plans to what the physics and politics allow.
>>
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>>62176967
just be a bull and make money for once!
>>
>>62177038
zerohedge has been consistently wrong for 15 years
>>
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>>62179460
https://newsroom.nexteraenergy.com/2026-03-20-NextEra-Energy-receives-approval-from-President-Donald-J-Trump-to-develop-up-to-10-GW-of-natural-gas-powered-generation-to-meet-nations-historic-power-demand?l=12

lol
>>
>>62179477
Yeah, so? They'll have that built in five years.

>>62179468
I know. It's a literal Soviet propaganda website. The guy who runs it is literally the son of a Bulgarian KGB agent. He got thrown out of Wall Street and has spent the last 19 years trying to harm the U.S. by spewing literal Russian propaganda.

Once you know this and read his shit with this in mind, it becomes possible to distinguish between "this is garbage and is just what the Kremlin wants to push to harm the U.S." and "this is a rational take on the situation." Reminder that most propaganda has some truth mixed in to make it sound reasonable.
>>
>>62176967
That's nice, but price? And chart?
Oh yeah... ATH... Get fucked FUDdy.
>>
>>62179460
Do you think that we have lost the ability to build power plants and electricity related infrastructure lmfao? Also btw many US natural gas plants dont run at full capacity, many don't even run at half.
>>
>>62180140
>Do you think that we have lost the ability to build power plants and electricity related infrastructure
Well, kinda. US electricity demand was stagnant for 20 years, so there was not much demand to expand the grid. The US now relies massively on imports of transformers and other electrical components, because US industry can't meet domestic demand.
>>
>>62180140
>btw many US natural gas plants dont run at full capacity, many don't even run at half
I guess that's why California has brownouts every summer due to grid overload.



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