The Million Dollar Way (The Bakken Oil Blog)

Tuesday, March 3, 2026

AI Job Displacement -- March 3, 2026

Locator: 50117AI.

Tag: jobs unemployment AI displacement

Illegal immigrant migration into the US under Biden, three years: at the southern border, at least 4 million. That number would have continued to increase had the borders not been secured.

Number of people displaced by AI based on early 2026 data, see below: 200,000 to 300,000. This number will also increase over time, but the majority of those folks -- perhaps "all" those folks will find work elsewhere.

The important word to watch for when reading articles on jobs and AI: displacement.

Re-posting:

Locator: 50094AI.

Tag: unauthorized immigrant population illegal immigrants worker displacement AI job displacement

It gets tedious.

The number one fear that folks have about AI: job / worker displacement.

"No one talked about job / worker displacement under the Biden administration.

Link here.

The denominator: unauthorized immigrant population, trend and actual numbers, in the four years of the Biden administration:

The numerator, AI displacement:

LDC Update -- March 3, 2026

Scorecard:

Map:

Data Center Map, link here, March 3, 2026: the map is interactive; 4,036 LDCs in the US.

March 3, 2026: currently the US has 4,036 large data centers. Compare to 4010, February 17, 2026.

The US accounts for 40 - 45% of all LDCs in the world. The US lead is staggering. It is often reported that the US has more LDCs than the next 10 to 14 countries combined.

Virginia: 570 -- no change from February 17, 2026.
Texas: 408, up from 406
California: 288 -- no change from February 17, 2026.
Illinois: 210 -- no change from February 17, 2026.
Georgia: 207 -- no change from February 17, 2026.
Georgia: 207
Ohio: 195 -- no change from February 17, 2026.
Arizona: 162
New York: 134 -- no change from February 17, 2026.
Oregon: 123
Washington State: 108
Florida: 107

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Previously Posted

Locator: 50046LDCS.
Locator: 50046TEXAS.

Link here.

The bigger story: how far California is falling behind. California should have the entire market:

west coast: British Columbia, Washington, Oregon, California, northwestern Mexico
far west: Idaho, Utah, Arizona
central west: Montana, Wyoming, Colorado

See LDC map here.

The X-Files -- March 3, 2026

Locator: 50116ARCHIVES.

I thought this was going to be a "throw-away" blog and the first news item on my x feed today:

AWS: will acquire George Washington University's Virginia Science and Technology Campus i Ashburh, Virginia, for under $500 million. Seems like a huge bargain. Website:

This seems to be a better deal than buying The Washington Post:

Mideast food supply: UAE -- threats to food security are a "red line." Says country has sufficient reserves to four four to six months. It's certainly become clearer to Iran's neighbor that Iran is no friend.

US citizens in Israel: US warns it's currently unable to directly assist Americans in leaving Israel. It seems this war has suddenly escalated. I honestly did not see this coming; imagine Iran with nuclear missiles.

Gold: gold prices slide down as war ratchets up. Interesting.

Regional war: Saudi Arabia says a number of Iranian attacks came from Iraq. Mobile launchers?

Strait of Hormuz: Saudi Arabia says its crude oil must now be loaded from terminal on the Red Sea.

Saudi Arabia: at some point, Saudi may be forced to allow B-52s and other US a/c to stage out of their country. Drone attack on Riyadh may be precipitating event which has occurred. Currently, Saudi does not allow a/c used in Operation Epic Fury to stage out of their country. Saudi Arabia communicated that to Iran well before Operation Epic Fury.

Dhahran: Aramco's HQ located here; under imminent attack. US citizens told not to go to embassy there.

Turkey: Kirkuk crude oil loadings from Turkey's Ceyhan port stopped earlier today.

SPR (US) reserve: was I wrong all these years?

Surge: if global traders now state that if US cannot guarantee that Strait of Hormuz will remain open, the price of oil will easily go to $100. I didn't believe that 48 hours ago, but ....

India: 25 days of crude oil and refined oil stocks. Folks, that's not much.

Target: weapons depot said to be targeted near Khojir, east of Tehran. My hunch is that first couple of days of war concentrated on leadership, major military targets, missile launchers. As that phase slows, resources will be available to target weapons depots. One can assume allies are quickly learning to adjust to Iran's military supply chain.

Nvidia: Morgan Stanley has reinstated Nvidia as its top semiconductor pick: overweight and raise price target to $260.

In Texas, the headwinds for Target: Amazon, Walmart, HEB.

TGT: do you "believe" the CEO?