Daniel Koss(@daniel_koss):You will see more anti data center posts every single day now all across Social Media. That's why companies like $ORCL or $NBIS switched to $BE Fuel Cells, even though $BE is way more expensive than alternatives. It doesn't matter. If you spend 80% of your capex on GPUs and a few % on power, you don't care about cost differences nearly as much as you care about your data center NOT being 12-18 months delayed or cancelled. That would cost you Billions. $BE + $FCEL will be sold out until 2030, it's that simple. The relevant questions are 1) How much capacity can they produce 2) How much can they charge and expand margins? The worse the data center pushback gets, the better for them.

2026.08.21 16:00

You will see more anti data center posts every single day now all across Social Media. That's why companies like $ORCL or $NBIS switched to $BE Fuel Cells, even though $BE is way more expensive than alternatives. It doesn't matter. If you spend 80% of your capex on GPUs and a few % on power, you don't care about cost differences nearly as much as you care about your data center NOT being 12-18 months delayed or cancelled. That would cost you Billions. $BE + $FCEL will be sold out until 2030, it's that simple. The relevant questions are 1) How much capacity can they produce 2) How much can they charge and expand margins? The worse the data center pushback gets, the better for them.

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Chris Josephs@Chrisjjosephs

2026.08.20 19:14

The more anti Data Center you are on Instagram, the more views you get The more views you get, the more creators will adopt that narrative That results in data center perception at all time lows

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