2Wk·

"No free capacity": Regulatory authority warns: Largest US network has reached its limit in data center expansion

Exciting post, could soon boost companies that have access to energy to power all the AI data centers they need.

https://www.zerohedge.com/commodities/no-spare-capacity-watchdog-warns-largest-us-grid-maxed-out-amid-data-center-buildout

www.zerohedge.com"No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out Amid Data Center Buildout

13 Comments

D.S.@Cato_Bamboo

2Wk

Just flew out today with SL.........Buy again?

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BamBamInvest@BamBamInvest

2Wk

@Cato_Bamboo why do you do that 😂

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D.S.@Cato_Bamboo

2Wk

@BamBamInvest Just wanted to hedge profits........

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Memo0606@Memo0606

2Wk

@Cato_Bamboo better buy $POOL looks really good

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BamBamInvest@BamBamInvest

2Wk

@Cato_Bamboo you must know how to do it, I'd rather have the big honey pot 😁

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BamBamInvest@BamBamInvest

2Wk

@Memo0606 yes good idea buy me a pool for bathing, too hot anyway 🤣

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Memo0606@Memo0606

2Wk

@BamBamInvest hshahsh but fun aside the share

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Elsa E.@EpsEra

2Wk

@BamBamInvest
I can see the honey pot is getting full, slide a bit, I want some too 🍯😉

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BamBamInvest@BamBamInvest

2Wk

@EpsEra I will spill a few spills 🤣

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Mo@BigMo

2Wk

“AI’s natural limit is electricity, not chips.”
— Eric Schmidt (Former CEO of Google)

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Michey777@Michey777

1Wk

Today at EUR 13

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lookingforinformation@lookingforinformation

2Wk

What do you think about $RIOT, for example?
I seem to remember that they also have a lot of electricity capacity. How difficult will it be for pure Bitcoin miners to switch to data centers? It's actually the same thing, isn't it?

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BamBamInvest@BamBamInvest

2Wk

@lookingforinformation I honestly haven't looked into it that much, basically you're not wrong, but it's mainly about the constant expansion m, the capacities, the contracts they have in their pockets, the locations and how they generate the energy. $IREN also owns the land and is already in the process of transformation, has the appropriate cooling and has been working towards this for some time. Apart from that, they are the strongest and most effective miner, working together with NVIDIA. You can't catch up that quickly. But basically the question is how effective the miners will be when the next halving comes, the maintenance costs etc., although there will probably also be efficiency gains here. $IREN and $CIFR are probably currently best positioned in terms of capacity and $IREN is still being built up and will bring more capacity this/next year that will be needed. Everything is also very capital-intensive and I believe that the hyperscalers in the arms race will have to fall back on $IREN in the form of a colocation deal in order to win the "arms race", as you don't build something like this overnight and the capacities and good locations and contracts are not so easily available. This is also becoming clearer and clearer, so they will no longer be awarded so easily, which also takes time. $IREN will not be able to be sold because this is contractually regulated due to the voting rights and I could imagine that a large "data center ride" will emerge here at some point. Exciting story ✌️

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