if I could predict that

by Pat, in the cloud, Monday, June 01, 2026, 15:00 (7 days ago) @ HumanRobot

I would likely be typing this from my yacht.

AI Data Center Buildouts are going to be one of the biggest issues in the next few elections. Demand is through the roof, but NIMBY forces will be strong.

Maybe all those Blackwells that need a home is why they are starting to push for the distributed house-attached mini data center. Provide some of that excess energy from your home's solar panels and help someone create some AI slop no one at work will read. And maybe get a tax write-off to boot.

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Complete thread:

so it begins -- Antrhopic files for its IPO - HumanRobot, 2026-06-01, 11:30
- Today's single AI data point. - nedhead, 2026-06-04, 05:38
- I think anthropic is the clear leader - Mark, 2026-06-01, 18:47
  - They may very well be the leader - HumanRobot, 2026-06-02, 06:37
    - "sustainably profitable businesses" - beattherush, 2026-06-02, 13:26
      - I'm convinced this is going to take down Oracle - HumanRobot, 2026-06-02, 13:31
        
        OpenAI going under may well drag many down with them - beattherush, 2026-06-02, 13:41
        
        I’m convinced Nvidia is in doo doo too - HumanRobot, 2026-06-02, 14:19
  - I think they have the best product right now - Charles, 2026-06-01, 22:10
    - No way. Avoid copilot at all costs - Mark, 2026-06-03, 09:47
    - Agree with a lot of this. - beattherush, 2026-06-02, 13:28
    - I believe Copilot is just the connector - Jay, 2026-06-02, 08:37
      - Interesting. I hadn't played around with it in a while - Charles, 2026-06-05, 14:03
    - It feels like a solution in search of a problem right now - Jeff (BGS), 2026-06-02, 08:31
      - My experience hass been that - ReginaldVelJohnson, 2026-06-02, 09:14
        
        it's a magnifying glass - Pat, 2026-06-02, 10:13
        
        Completely agree - Charles, 2026-06-05, 13:59
- They make a commodity. - domer.mq, 2026-06-01, 17:42
- Am I wrong in thinking this a bad sign for their business? - Jeff (BGS), 2026-06-01, 15:04
- it will also be interesting - Pat, 2026-06-01, 14:05
  - Semi AI related - Has anyone seen RAM prices lately? - hobbs, 2026-06-01, 18:10
  - what happens with NVidia? - HumanRobot, 2026-06-01, 14:39
    - if I could predict that - Pat, 2026-06-01, 15:00
      - I don't think it's NIMBYism if - Regular Joseph, 2026-06-01, 18:40
        
        perhaps a new term is warrented - Pat, 2026-06-02, 10:20
        
        Also, DCs are just another way that the ultrawealthy are - BillyGoat, 2026-06-02, 11:40
        
        Exactly. My daughter is going on a summer service trip - BillyGoat, 2026-06-02, 07:39
        
        another way to look at it - HumanRobot, 2026-06-02, 08:00
        
        I certainly don't want it in my backyard - HCE, 2026-06-02, 07:04
        
        I would also challenge the idea that people have a choice - Regular Joseph, 2026-06-02, 15:00
        
        JP2 did something about the internet & media back in 2005 - Jay, 2026-06-02, 15:05
        
        "Guzzling water" is overstated - beattherush, 2026-06-02, 13:34
        
        2 to 8 million gallons per day, according to the agreement - HCE, 2026-06-02, 13:58
        
        That's a big center then - beattherush, 2026-06-03, 08:04
        
        You make an excellent point about golf courses... - Regular Joseph, 2026-06-03, 18:20

the Polo Grounds

if I could predict that