While Maine, North Dakota, perhaps Texas are cutting back on LDC approvals, West Virginia? "Damn the torpedoes, full speed ahead."
LDCs are tracked here.
- Data Center Map, link here.
Locator: 50596CAT.
Locator: 50596LDC
Locator: 50596THEDRAGONSLAYER.
For me personally, this may be the biggest story of the year in the AI arena. Again, see the blog's disclaimer. This is for the extended family; this is not for general readership.
See also RBN Energy today at this post.
How big is it?
You can ask the question (I have) but nothing in the rest of the world (outside of the US) begins to remotely compare with Monarch.
Who or what is Nscale?
- pre-market, futures: +$23
- at the open: +$27
- at noon, CT: up $31; broke through $840. One year ago it was $300!
How in the world does Buffett miss one like this? This is the one-year comparison, but the five-year and "max" show a very, very similar pattern.
Because of its business model, it is ulikely that BRK-B can turn this around very quickly. It has three issues which we have addressed previously. The only way BRK-B can turn this around quickly is dividends, and significant dividends and guidance on increasing dividends going forward, as long as they BRK is not investing in AI. And, to some extent, I would be concerned that BRK has missed the AI revolution.
