Dood Instincts

Banning building new datacenters basically means: we’ll get stuck with the old ones Instead of better designs we’ll get stuck with evaporative cooling (consumes water) and low energy efficiency. Data centers are not only for AI. They run your critical infrastructure for hospitals, banks, phones, schools - stuff you use every day. Instead of banning new construction - ban bad designs or outdated hardware. If you ban new construction existing datacenters won’t have any reason to innovate, they’ll just crank up the profit. New equipment runs hotter so it makes companies innovate - direct to chip cooling, submersive cooling, adiabatic and hybrid approaches that reduce water usage to almost zero. For example Nebius doesn’t use active cooling in their DC in Finland, they recover the heat and actually use it to warm up houses in local towns in winter. Careful regulation and rebate/tax credit systems can encourage data centers improve quality of life for people around them - improving connectivity, reducing their electric bills (by constructing their own power generation facilities with clean energy), enriching local communities with taxes, all while consuming less water than a couple of green lawns in front of their houses.

JUST IN: ALL THE TOP INVESTORS IN THE WORLD JUST UPDATED THEIR PORTFOLIOS HERE’S EXACTLY WHAT THEY’RE HOLDING AND HAVE BEEN BUYING 🧵⬇️

If you have a large $NBIS position, I honestly don’t see much reason to rotate into something else or overtrade your portfolio over the next 4 years. Most likely, you’ll just lose money trying to be too clever. And in the best-case scenario, you may only end up matching what $NBIS could deliver by simply holding.