Analysis argues U.S. data center demand serves as industrial policy to finance domestic supply chains

https://www.ft.com/content/8cb4128b-8dbc-45fd-afdc-1e6f2530536d?accessToken=zwAAAZ8zOi28kdOMtBKLjbxF_dOv3B5vJTBTbQ.MEQCIAyiqYh9LJOgM745MLOmJLHsaYc5LbJmuVjM6vXXHbaaAiBh6TQNc95C6E2LZwPiQg_DQv8enS8maBOXN8HgdluChw&sharetype=gift&token=e8720037-862f-423a-8fa7-24db5fa1eaaf

@packyM @joshzoff The narrative has gelled because Big Tech is too autistic to model regular Americans, and too arrogant to see the own goal.

The only solution now is fair and honest dealing with the gpop, otherwise the resistance will be the same as Nuclear.

@packyM @joshzoff +1. Data centers run every agent, every model, every workflow. You don't outsource the electrical grid. You don't outsource this.

@packyM @joshzoff The constraint isn't capacity, it's talent.

You can build data centers. You can't manufacture people who know how to use them.

@packyM @joshzoff Do you believe in the hyperscalars? Neoclouds? Companies building their own data centers???

@packyM @joshzoff Made In USA 🇺🇸

@packyM @joshzoff The rare earths analogy lands — we offshored the mines, now we're onshoring the compute. Different supply chain dynamics though.

@packyM @dnystedt @joshzoff America's last chance to reindustrialize. This will determine if it remains economic and technology superpower in the next century.

@packyM @joshzoff Data centers have become power infrastructure. The US is financing transformer reshoring with hyperscaler capital while treating cooling water as an afterthought. Power and water planning remain fragmented.

@packyM @joshzoff $CRWV

@packyM @joshzoff the rare earths comparison is what gets me. we spent 20 years complaining about that mistake in every energy conference and are about to sleepwalk into the exact same trade with compute