The total value of US data center construction has officially surpassed that of office buildings. A physical proof that the productivity focus is shifting from “human labor” to “machine computation.” AI is consuming the physical world. 👇 Recently, many new projects have been delayed, and the bottleneck is not funding but grid load, approval processes, and regional zoning. Illinois even halted related tax incentives due to soaring electricity prices. At the end of computing power is electricity. As the world's largest data center hub, Northern Virginia's resources have been exhausted. Smart money and top developers are fleeing to the “underserved/emerging markets” with abundant power. The old throne is shaking, and new computing hubs are taking shape. Local environmental protests are ongoing, and regulatory pressure is increasing. But capital doesn’t believe in tears — currently, data center vacancy rates are approaching zero, and massive long-term investment forecasts are locking in the industry’s long-term growth logic. Demand is too certain; the current obstacles are just temporary noise. What is the endgame? To break free from the shackles of traditional power grids, the only answer is nuclear energy. With the deployment of SMR (Small Modular Reactors) technology, data centers will be completely freed from the old grid constraints. The next decade’s North American real estate landscape will be redefined by “computing power + nuclear energy.” This wave of new infrastructure is just beginning. What do you think about the potential of micro nuclear power in crypto and AI infrastructure? Any good stock recommendations?
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Wow, a historic inflection point has arrived!!!
The total value of US data center construction has officially surpassed that of office buildings.
A physical proof that the productivity focus is shifting from “human labor” to “machine computation.”
AI is consuming the physical world. 👇
Recently, many new projects have been delayed, and the bottleneck is not funding but grid load, approval processes, and regional zoning.
Illinois even halted related tax incentives due to soaring electricity prices.
At the end of computing power is electricity.
As the world's largest data center hub, Northern Virginia's resources have been exhausted.
Smart money and top developers are fleeing to the “underserved/emerging markets” with abundant power.
The old throne is shaking, and new computing hubs are taking shape.
Local environmental protests are ongoing, and regulatory pressure is increasing.
But capital doesn’t believe in tears — currently, data center vacancy rates are approaching zero, and massive long-term investment forecasts are locking in the industry’s long-term growth logic.
Demand is too certain; the current obstacles are just temporary noise.
What is the endgame? To break free from the shackles of traditional power grids, the only answer is nuclear energy.
With the deployment of SMR (Small Modular Reactors) technology, data centers will be completely freed from the old grid constraints.
The next decade’s North American real estate landscape will be redefined by “computing power + nuclear energy.”
This wave of new infrastructure is just beginning.
What do you think about the potential of micro nuclear power in crypto and AI infrastructure? Any good stock recommendations?