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Archive of entries posted on 25th August 2026

The AI Data Center investment boom is over. I have another concern: Administration incompetence.

No matter how good Nvidia’s results are tomorrow night — and they will be good — they won’t matter. Nvidia’s stock has fallen in the last five days. Ditto for other data center companies, like TSM, Dell, GEV, SNDK and Micron. t Communities al over the U.S. have made data centers a hot issue for […]