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alex nutkins

@alex_nutty

2 years ago

Photo by alex nutkins on July 15, 2024.

Photo by alex nutkins on July 15, 2024.

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Posted On: July 15th 2024, 09:41 am

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@ethan.mcdonald_

ethan.mcdonald_

@jackson.taylor__

jackson.taylor__

night out

Comments (4)

ethan.mcdonald_

2 years ago

ethan.mcdonald_

Communal piss

nuk_dias

2 years ago

nuk_dias

Dot fck ‘em up 🔥🔥

jackson.taylor__

2 years ago

jackson.taylor__

Cute

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Quick study break 🍂✨

Texas was on track to host more than 25% of all new U.S. data center capacity, but that plan just hit a major roadblock.

Voters elected Gina Hinojosa last night, making her the state’s first Democratic governor since 1990. She campaigned on freezing new data center builds and eliminating the tax incentives that attracted the industry in the first place.

Potential losers:
— CoreWeave ($CRWV): Operates AI data centers with significant Texas locations; shares dropped roughly 10% this morning.
— Oracle ($ORCL): Its major Stargate project with OpenAI is based in Abilene, Texas; stock fell about 2%.
— IREN ($IREN): Largest AI campuses under construction in Childress and Sweetwater, Texas, with its stock falling -11% today.

Potential winners:
— First Solar ($FSLR): Texas still faces massive power demand, and First Solar is the top U.S. manufacturer of panels for the large-scale solar projects needed to meet it.
— Sunrun ($RUN): The focus is shifting to residential electricity costs, and Sunrun specializes in rooftop solar systems that help homeowners cut their bills.
— Enphase ($ENPH): Supplies the inverters and battery storage used in home solar setups, so broader rooftop adoption in Texas could drive higher sales.

One election. One night. And the entire data-center map of America just shifted.

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