Data centres
September 2026Live view →
Where the voices land
All voices 1 voice1 bearish
Strongly bearish
- MLMichael Liebreich - @MLiebreich.bsky.social · on the show, speaker unnamedStrongly bearish Liebreich argues the US will need far less new data centre capacity than the 1 TW being assumed — only about 50GW by 2035 — so the buildout expectations are wildly overstated. “the US doesn't need 1 TW of new data centres, it needs about 50GW by 2035” Open the post This is chilling. It's going to get so ugly when… · 30 Sept
1 bearish
Mentions
13 in September 2026Mon 31Mon 21 · 3Thu 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- John Kemp 6 mentions
- Michael Liebreich - @MLiebreich.bsky.social 2 mentions
- Anas Alhajji 2 mentions
- Michael Every 2 mentions
- Jeffrey Currie ++ 1 mention
- Michael Liebreich 1 mention
- Jan Rosenow 1 mention
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