Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (8) |
Author: tjscott0   😊 😞
Number: of 4460 
Subject: Re: Big Tech needs $1.5 trillion to fund the AI boom
Date: 11/14/25 9:08 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
Some links re: data center build out.
news.vt.edu - Eng cs ece data center cost

To fast-track the buildout of data centers that power artificial intelligence, tech companies are predicted to spend $375 billion in 2025 — but more isn't always better, warn Virginia Tech artificial intelligence experts Walid Saad and Dimitri Nikolopoulos.

Data centers carry high environmental costs


goldmansachs.com - How AI is transforming data centers and ramping up power demand

data centers have become some of the most important infrastructure in the world.

corporations are breaking ground on new data centers from Texas to Shanghai, filling them with next-generation graphics-processing units (GPUs), and building high-voltage power connections to many terawatt-hours (TWh) of additional electricity generation.


Let’s not overbuild the number of data centers as the world has done with EV battery factories resulting in a malinvestment of EV battery factories.
insideevs.com - Battery capacity outpacing demand
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to tjscott0 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,454 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (8) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community