Locator: 50005TECH.
Palantir: moving headquarters from Denver, CO, to Miami, Florida. Link here.
Powering AI: jet engines! Link here.
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Chokepoints
Two chokepoints for LDCs:
- cash;
- land (permits)
Cash: only one of the seven Mag 7 companies is not chasing cash. Apple is chasing chips. All the rest are chasing capital / cash.
- one might argue Apple is chasing AI, and that certainly looks true at the moment
Land ((permits): the chokepoint is "construction" of the data centers -- acquiring land, getting the necessary permits, hooking up to the grid or building their own energy sources -- hooking up to the grid will likely be 5 - 7 years; but with NIMBY things look worrisome for some. Texas may very well be the least affected by these chokepoints. Lots of land, lots of energy, pro-business. From February 2, 2026.
