| Research Topics: |
| INDEX |
| AI-chat 3 |
| MCS 1 |
| PRIME 28 |
| PRIO 3 |
| aging 7 |
| brain 9 |
| brainwave 1 |
| cancer 8 |
| climate 3 |
| cognition 4 |
| covid-19 2 |
| crime 5 |
| culture 3 |
| dental 1 |
| diabetes 3 |
| drugs 2 |
| economy 2 |
| energy 3 |
| exercise 1 |
| eyes 5 |
| gender 1 |
| genetics 5 |
| gut 1 |
| heart 2 |
| immune 5 |
| language 1 |
| metabolism 1 |
| microbiome 2 |
| nutrition 5 |
| obesity 1 |
| pain 1 |
| physical 1 |
| politics 8 |
| population 6 |
| practice 1 |
| psychology 1 |
| quantum 1 |
| reproduction 1 |
| rights 1 |
| sleep 2 |
| tech 1 |
| vaccine 2 |
| war-confl |
| war-cyber 1 |
|
Scanned: 3298 Evaluated: 234 Selected: 59 Back Issue Map |
| AI-CHAT PRIME ECONOMY ENERGY | ||||||||
Zag42-1046 | Data Center Alley Goes Dark: Amazon Abandons Data Centers In Loudoun County | |||||||
| Quote: |
In other words, Goldmans "largely intact" outlook already assumes that
40 to 50 of whats on the schedule never gets switched on. Which, if we
recall, is precisely the "half" we wrote about in April (when Sightline
Climate warned that 30-50 of the 16GW slated for 2026 would be delayed,
with only 5GW actually under construction), and which SemiAnalysis
spent an entire June post telling everyone to "stop saying." Goldman,
it turns out, never stopped saying it; it just put it in a footnote.
And note which way the revision went: the near term got pulled forward,
while 2027, the year the hyperscalers are spending like there is no
tomorrow for, got cut....
Add it all up and Morgan Stanleys verdict is grim. Even after counting every "time to power" fix available (spare grid capacity, nuclear, announced turbines and engines, Bloom fuel cells), the bank projects that US data center developers face a 32GW power shortfall through 2028, a result of "intensifying challenges with respect to People, Power and Politics." That is down from the 44GW shortfall MS warned about last November, which says more about how hard everyone is scrambling for turbines and fuel cells than about any improvement in the grid. | |||||||
| Article: | https://freedombunker.com/2026/10/23/data-center-alley-goes-dark-amazon-abandons-data-centers-in-loudoun-county/ | |||||||
| Search Similar: | Brave Mojeek Startpage Dogpile Bing Googl Lycos Utub Yaho | |||||||
| ECONOMY ENERGY | ||||||||
Zzg42-1017 | Saudi Arabia At The Breaking Point | |||||||
| Quote: | In his previous paper Miller set a five-year horizon for rebuilding the damaged Gulf energy complex. He has now extended it to seven to ten years for the most severely damaged, interconnected systems, meaning recovery between roughly October 2033 and October 2036. Partial output will return sooner, but full, reliable operation will not. The reason is equipment. Large compressors, turbines, high-voltage transformers, specialized pressure vessels and integrated control systems are custom-built and cannot be pulled from a warehouse. His critical path for replacing such a package is 84 months: a year to define the damage and fund the design, three years to procure and manufacture, two years to deliver and install, and a year to commission and stabilize. Insecure sites, financing gaps, factory queues and repeated attacks could add up to three more years. As he puts it, money can reserve a manufacturing slot, but it cannot compress every stage of engineering and fabrication. | |||||||
| Article: | https://www.zerohedge.com/geopolitical/saudi-arabia-breaking-point | |||||||
| Search Similar: | Brave Mojeek Startpage Dogpile Bing Googl Lycos Utub Yaho | |||||||
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Javilk's Research Links Newsletter for Week 42 Updated 10/24/2026-02:39:34 AM Back Issue Topic Map What interests you? What have you found? Tell me! Drop me a note at Javilk.com to subscribe or submit something. |