Longing anyone pushing into data centers has been a good trade as beta has pulled up everyone. Now that we're starting to see complexities, perhaps changing supply/demand dynamics, and next turn of reference sites, dispersion probably is coming.
One could in theory make a lot of money by just perpetually figuring out, on a month by month basis, which part of the data center buildout stack is being viewed as "not good enough to continue with" for the hyperscalers etc. and which are blessed a la (_)/() for now.
Shanu Mathew (@ShanuMathew93)
This reporting confirms the rumors yesterday:
Crusoe has been pushed aside at its 1.8 GW Project Jade campus in Cheyenne, Wyoming after Google raised concerns over costs and timetable under Crusoe’s watch. Google had been in talks to lease capacity at the site, possibly via a Google-backed neocloud to keep it off-balance-sheet; those talks stalled on execution concerns. Oracle also passed on Wyoming and expressed reluctance to expand with Crusoe beyond the initial Stargate site.
Other project partners still say the project is moving forward.
— https://nitter.net/ShanuMathew93/status/2065083685091549470#m