MSFT取消了3 new Data Center

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NewLeaf2021
楼主 (文学城)

1.https://x.com/LongTimeHistory/status/1909645678453669932

Microsoft cancels $1 Billion project to build 3 new data centers in Ohio—just 5 days after Trump tariffs. Licking County, Ohio will now lose roughly 1,000 jobs & $150 million per year in revenue for the local economy. 400–600 construction jobs & 540 permanent jobs were expected to be created at full operation of the 3 new data centers. Microsoft said it abandoned the $1 billion project "after careful consideration" of the shift in economic forecasting. If the economy improves the company "will continue to evaluate these sites" for future projects. In the meantime, Microsoft will still own the land and use it for farming—creating no new jobs.

 

2.Kimbal 喊话TRUMP:

https://x.com/kimbal/status/1909746028263199064

 

Mr President, if Peter Navarro has lied to you about Ron Vara, what else has he lied to you about? Put America first and fire him!

 

 

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Rose03
MSFT的比尔盖茨给民主党的哈里斯政治献金5000万,微软非常非常左。哈里斯还不如川普。lol
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NewLeaf2021
History will look back at this with bewilderment.
三心三意
I suspect a "massive" Capex cut if Tariff stays as is
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Rose03
哪里需要那么多数据中心和那么大的电力去RUN人工智能呢?人的大脑才用多少瓦生物电啊,lol
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NewLeaf2021
是的。Trump大方向对, STRATEGY应该让BESSENT主刀

而非 披个哈弗外衣的 FAKE EXPERT

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NewLeaf2021
成本加大+不确定性加大+速度变慢

我认为科技CEO会进言——这会对美国与中国的AI竞赛非常不利。 中国本来体制不同, 可以快步流星往前走。

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Rose03
谁又知道BESSET是谁是不是FAKE的呢。反正突然上来这个关税莫名其妙,思维还是几十年前,现在早高科技人工智能发展时代
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Rose03
然后突然上来个落后的关税,开倒车,78岁,80几岁的老人,他们活在了过去。我们CRYING...
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randd2000
三笑绝不会象川这么胡搞,至少还有点自知之明
未知
所以股价下跌,反映新的估值
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bogbog
应该是会慢下来的,但Tarrif跟AI革命比是小事
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Austin8
请问三心,可否分享你为什么这么猜测?背后理由是什么?关税跟 CapEx之间的关系?