m0x1e

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m0x1e

m0x1e

@M0X1

lover of nature, the mind, art, and books... but my friends call me the crazy cat lady.

@m0x1e.bsky.social Katılım Haziran 2012
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m0x1e
m0x1e@M0X1·
#JimmyCarter was a saint, may he receive his eternal reward.
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m0x1e
m0x1e@M0X1·
@ilzmcfly Great work. I live in Vineland and can confirm local doofus concrete plant is used to doing what they want and apologizing and paying fines later. Nebius screwed the pooch using this team .
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McFly
McFly@ilzmcfly·
$NBIS might be COOKED, there is a high probability that the NJ Facility will be delayed for 12-24 months due to air permit issues. (All public Information) There is plenty of concrete evidence that the facility is not operational, let's go through the evidence below. But before we start, $NBIS has never confirmed that the first tranche to Microsoft was delivered from the NJ facility, and in the contract it says that Nebius can provide alternate capacity. The Exact Quote From the "COMMERCIAL AGREEMENT WITH MICROSOFT" section of the Form 6-K: "In the event that, following a grace period, Company [Nebius] FAILS to To meet agreed delivery dates for a GPU Service AND the Company CANNOT PROVIDE alternative capacity, Microsoft has the right to terminate that GPU Service." So Nebius can provide alternate capacity to meet deadlines. I also checked through the Q3 ER and Q4 ER + Reponse to FT with Grok to make sure that Nebius has never said that they delivered the first tranche from the New Jersey Facility. Nebius has not made a single explicit, verbatim public statement like "The first tranche was delivered from our Vineland, New Jersey facility on [date]." Here is the link to the grok chat ---> x.com/i/grok/share/6… So why would we think $NBIS will provide capacity from the Finland Datacenter and not the NJ Facility. Let's start with Finland; recently the Finland datacenter hads been expanded from 50MW to 75MW earlier this year, Setting up a cluster in an existing, power-connected hall takes weeks. Enough time and space to deliver the first tranche without missing the first tranch deadline. With the ability to provide capacity to from other sites then this is possible. I believe this is how they were able to deliver the first Tranche 1 to Microsoft. Now lets move on to why they had to deliver the first tranch from Finland --- >The NJ Facility is not operational and delayed They have not received Air Permits for their gas engines that were filed as pre construction speed process on 12/16/2025 Can they operate the datacenter without these generators? ------------------------------------------------------ Nebius cannot operate the facility at the scale required by the Microsoft contract using only the local power grid. According to Gemini they can use the local NJ grid to power 15% of the facility (45MW) which is where they most likely delivered the other part of the first tranch. But that leaves 255MW sitting empty and delayed. It seems they are using the local grid in NJ to keep the building alive and run small tests, while they use Finland to satisfy the actual heavy-duty compute requirements of the first tranche until those NJ air permits are signed. But this would not check out with the recent Thermal Image analysis of the nebius data centre that show the cooling units installed are not remitting heat. The NJDEP who is the gatekeeper of these permits has issued TWO TDC Warnings in 2026 regarding its filing permit. What are those warnings and how serious is this issue. ------------------------------------------------------ Warning 1: On 01/06/2026, the DEP issued the first Notice of Technical Deficiency. DataOne responded on 01/20/2026, but it wasn't enough. Warning 2: On 01/30/2026, the DEP issued a second Notice of Technical Deficiency. This is the "Red Alert" because it shows the DEP rejected the company's first attempt to fix their data. The New Administrative Failure: Most recently, on 03/30/2026, the DEP issued a new Notice of Administrative Deficiency. This suggests that not only is the "science" (technical) wrong, but the legal/paperwork side of the application is now falling apart as well. Why did they issue these warnings? ------------------------------------------------------ The DEP is questioning if the 32 gas engines and the Data Center itself must be treated as a Single Stationary Source. If they are ruled a Single Source, the facility likely exceeds "Minor Source" limits and must apply for a Title V Major Source permit, which involves federal EPA oversight and years of delay. ------------------------------------------------------ 1. Rejection of Theoretical Data (Science Warning) Regulators found that DataOne’s application relied on theoretical manufacturer models for the 32 Bergen engines rather than real-world, NJ-specific data. - The Problem: The DEP characterized the massive 300MW configuration as a "proof of concept" that hasn't been tested at this scale. - The Demand: The Jan 6 and Jan 30 warnings required DataOne to provide a Reconciliation Report proving the engines would actually meet emissions limits under local conditions. 2. The "Single Source" Inquiry (Regulatory Warning) A major reason for the Jan 30 Technical Deficiency was the DEP's investigation into "Common Control". - The Conflict: The DEP is questioning if the 32 gas engines and the Data Center itself must be treated as a Single Stationary Source. - The Stakes: If they are ruled a Single Source, the facility likely exceeds "Minor Source" limits and must apply for a Title V Major Source permit, which involves federal EPA oversight and years of delay. 3. Community & Environmental Justice (Legal Warning) The March 30 Administrative Deficiency and previous technical stops were influenced by new regulatory standards and heavy local pushback. - Noise and Air Blight: Residents organized formal complaints regarding the impact of the "cruise ship engines" on the nearby community and protected Pinelands boundary. - Compliance: The DEP demanded a more rigorous Health Risk Minimization Plan to address cumulative stressors like noise and acrolein emissions. @BagelC47 found something interesting about the gas gen's in the Dataone PCP Document available on the NJDEP website, this information basically shows what are the actual real world implicancy of these gas gens and would they pass the test: ------------------------------------------------------ 1. The "713 Million Cubic Feet" Problem The 713.10 MMft³/yr figure is the estimated maximum amount of fuel burned per engine. - The Total Scale: With 32 engines planned, the facility is looking to burn roughly 22.8 Billion cubic feet of natural gas annually at full capacity. - The Comparison: To put that in perspective, that is enough gas to power roughly 300,000 average New Jersey homes for a year. - The Regulatory Trigger: Burning this volume of gas in a single residential-adjacent location is what triggered the DEP to investigate the facility as a Single Stationary Source. 2. The NOx Threshold: "3x Over the Limit" New Jersey has some of the strictest air quality standards in the US because it is in a "Non-attainment zone" for ozone. - The Limit: To remain a "Minor Source," the entire facility must stay under 25 tons of NOx per year. - The Reality: As shown in your friend's math, even with 90% Selective Catalytic Reduction (SCR) removal, the facility is projected to emit roughly 73 tons of NOx/yr. - The Conflict: If the DEP rules that all 32 engines must be counted together, the project is 300% over the limit to be considered a minor source. 3. The "Title V" Trap The screenshot in shows Section 7 of the permit, which explicitly states that if the facility's Potential-to-Emit (PTE) exceeds thresholds like 25 tons/yr of NOx or 100 tons/yr of CO, the permittee is required to submit a Title V Operating Permit application. - Current Status: DataOne applied for a Preconstruction Permit, but the DEP’s Technical Deficiencies indicate they believe the project already triggers Title V requirements based on the gas volume math. 4. Likelihood of Passing NJDEP Tests The likelihood of passing under the current "Minor Source" application is Low to Very Low for the following reasons: - Scientific Skepticism: The DEP has already issued two Technical Deficiencies. This means they have already looked at the "713 million cubic feet" math and essentially told the company: "We don't believe your scrubbers can keep you under the 25-ton limit at this volume". - The "Proof of Concept" Label: Regulators have called this a "proof of concept". In NJ, regulators rarely approve a "proof of concept" that sits on the "knife's edge" of legal pollution limits. - Environmental Justice (S232): Because the site is near a residential area, the Environmental Justice Law allows the DEP to deny the permit even if the math was "perfect," simply because the absolute volume of residuals exiting 32 stacks is too high for that specific community. The NJDEP is effectively forcing Nebius/DataOne to admit they are a Major Source, which would trigger the 12–24 month Title V process mentioned in the tweets Why did they file for this so late by end december 2025, when they started construction in early 2025? ------------------------------------------------------ 1. The "Grandfathering" Miscalculation The primary reason for the late filing was an attempt to beat the March 2026 regulatory shift. - Legislative Pressure: New Jersey introduced Bills S3379 and SR18 in early 2026, which mandate much stricter energy reporting and lower emissions for data centers. - The Strategy: By filing in December 2025, DataOne hoped to lock in their "Minor Source" status under 2025 rules. - The Failure: Because the NJDEP issued multiple Technical Deficiencies (TDs) starting in January 2026, the application was never finalized. This effectively stripped away any "grandfathered" protection, as the project is now being scrutinized under the updated Environmental Justice Law (S232) standards. 2. Late Finalization of "Islanded Power" Engineering The site’s reliance on 32 Bergen gas engines for 300MW of internal power was a novel "off-grid" approach designed to bypass the multi-year wait times for the PJM regional power grid. - Engineering Lag: Designing a system that uses 32 cruise-ship-sized engines to power high-density AI racks is technically complex. - The "Proof of Concept" Issue: The DEP eventually labeled this a "proof of concept" that hadn't been tested at this scale. DataOne likely spent most of 2025 trying to produce "theoretical math" that they hoped would satisfy regulators before they were forced to file. 3. The "Concrete First, Permits Later" Gamble Management chose to prioritize physical construction speed over regulatory certainty. - Aggressive Build: Construction began in early 2025 "behind concrete walls" to meet a goal of delivering the first phase in just 20 weeks. - Regulatory Avoidance: Filing early in 2025 would have invited DEP inspectors to the site during the most sensitive early phases of construction. They waited until the building was nearly a "shell-complete" asset before filing the air permit (PCP250002) required to actually turn it on. What happens if they cant get approval for the pre-construction air-permit? ------------------------------------------------------ There is 32 Days Remaining – The number of days remaining for DEP to make a decision based on the Days Allotted. If the Department continues to find deficiencies, they can keep the project in this "Stopped" state indefinitely or move to a final denial. DataOne can appeal a denial by requesting, An appeal process in New Jersey typically takes 12 to 24 months to resolve through the court system.. OR If the NJDEP concludes that the 32 gas engines and the data center constitute a Single Stationary Source, the cumulative emissions will likely exceed the "Minor Source" thresholds. They would need to re-file for a Title V permit under the Clean Air Act. Between the new engineering studies, EPA review cycles, and public sessions, this path typically takes 18 to 24 months to complete. I have asked @nebiusai and DataOne CEO @CABeyney to comment multiple times but there is no response. Also the ceo of DataOne has never confirmed the delivery of the first tranche to microsoft from the New Jersey Data One facility, I would expect the CEO to mark the first MAJOR milestone. I think with the evidence we have, we can conclusivly say that the NJ Facility is delayed and not largely not operational... For how long who knows. But its looking like the Permits may not come in hand this year. But this is the problem Nebius has, relying on third party builders and having no control of the buildout. This may have set them back by 1-2 years. Now they have Shells sitting empty waiting for power approval. All this information I got is public and can be searched here: njems.nj.gov/DataMiner Receipts attached nfa
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m0x1e
m0x1e@M0X1·
@ilzmcfly Where did you get a thermal image?
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McFly
McFly@ilzmcfly·
McFly tweet mediaMcFly tweet mediaMcFly tweet mediaMcFly tweet media
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m0x1e
m0x1e@M0X1·
@wakeupnj If ever there was an industry to be "hurt", it would be this one. It is way past time for "business leaders" to be ignored in matters of environmental and public health and safety issues.
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m0x1e retweetledi
Wake Up NJ 🇺🇸 New Jersey
Did you know AI data centers require 300 MW of electricity, which is equal to the output of a small modular nuclear reactor and use up to 5 million gallons daily from any water source This will impact nearby homes and businesses nj1015.com/data-center-wa…
Wake Up NJ 🇺🇸 New Jersey tweet media
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Kate Delany
Kate Delany@delany_kate·
Such a great SJ Progressive Dems meeting tonight w close to 50 attendees. Residents of so many southern counties were on the call, connecting on shared values and concerns. I think 2026 is going to be a banner year of political organizing in South Jersey and for @JerseyDemocrats
GIF
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Kate Delany
Kate Delany@delany_kate·
As per @MattFriedmanNJ ‘s reporting, the Norcross machine is introducing a bill to make sure they don’t end up w another @NewJerseyOAG. Bc god forbid anyone should ever try n hold the SJ machine accountable for their nonstop shenanigans.
Kate Delany tweet mediaKate Delany tweet media
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PROTECT ALL WILDLIFE
PROTECT ALL WILDLIFE@Protect_Wldlife·
What an incredible encounter by diver Richard Sidey as he looks into the eye of this beautiful Whale. 🐋 ❤️ 🎦 Credit: Richard Sidey.
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Liam Nissan™
Liam Nissan™@theliamnissan·
His cell phone video proves Jonathan Ross saw Renee Good turning her steering wheel, but he was too angry to let her escape. Not this time "bitch"
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Eric Garcia for Congress
Eric Garcia for Congress@EricG1247·
Republicans went from "we need to protect women in sports." to "That mother of 3 deserved to get shot in the head 3 times."
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Science girl
Science girl@sciencegirl·
This is awesome skills
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Travis Akers 🇺🇸
Travis Akers 🇺🇸@travisakers·
The 4th Amendment forbids the government from going door to door hoping to find a crime. Your home is not a crime scene by default. Your privacy is not optional. Your rights are not suspended because the government is “curious.” This is not radical. 
This is constitutional.
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Bricktop_NAFO
Bricktop_NAFO@Bricktop_NAFO·
It doesn’t stop
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Molly Ploofkins
Molly Ploofkins@Mollyploofkins·
An ICE Agent in Minnesota showing their current mentality
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Christopher Webb
Christopher Webb@cwebbonline·
A Black man was killed by ICE (off duty) in Los Angeles on New Year’s Eve. And like Renée Good, he was an American citizen. But most people have not heard about Keith Porter. I need y’all to think about and understand something. Black people experience this lack of visibility all the time when it comes to being victims. There are countless Black victims that no one has even heard about, much less seen the public fight demanding answers and justice. Thanks in advance for caring.
Christopher Webb tweet media
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Bob Dylan
Bob Dylan@bobdylan·
Bob Dylan tweet media
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Michael Knowles
Michael Knowles@michaeljknowles·
RIP, Bob Weir!
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