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Posted on 1/8/26 at 7:15 am to SquatchDawg
Data One company which builds data center for Nebius can build 50MW in just 7 months. very impressive.
Posted on 1/8/26 at 8:23 am to astonvilla
Grok summary of the X post below
quote:
Nebius ($NBIS) may have built the first fully off-grid massive AI data center in Vineland, NJ. It uses big natural gas engines and flywheels for stable power, generating up to 400MW without relying on the grid. This "systemic innovation" skips long utility waits, speeding up AI setup. Clues from CEOs and engine suppliers point to this, but it's unconfirmed. Credit to @zen_tropy
for the detective work.
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 1/8/26 at 8:25 am
Posted on 1/8/26 at 8:42 am to bayoubengals88
That is huge, and would fit the description of changing the industry forever.
Combine that with building a new data center in 7 months, and we are on to something. Shortening that time from capex to revenue generating means less debt in the long run and a quicker run to profit.
I guess the issue now is, "How long before everyone else catches up?". Does NBIS have a moat to protect the design, or can DataOne build these things for anyone? Could this cause a bidding war?
At any rate, this is huge, because I know they have announced a 1GW data center just south of me in Fort Pierce, FL, and the locals are already protesting it on the grounds that it will drive up residential electricity rates, among other things. This mitigates that concern, and if it is clean energy, those folks won't have much to complain about.
I guess the one complaint they had is that it is a multi-billion dollar complex that only provides about 400 jobs. They want the operator (still not known) to hire more people. Apparently the local property taxes aren't enough for them.
Combine that with building a new data center in 7 months, and we are on to something. Shortening that time from capex to revenue generating means less debt in the long run and a quicker run to profit.
I guess the issue now is, "How long before everyone else catches up?". Does NBIS have a moat to protect the design, or can DataOne build these things for anyone? Could this cause a bidding war?
At any rate, this is huge, because I know they have announced a 1GW data center just south of me in Fort Pierce, FL, and the locals are already protesting it on the grounds that it will drive up residential electricity rates, among other things. This mitigates that concern, and if it is clean energy, those folks won't have much to complain about.
I guess the one complaint they had is that it is a multi-billion dollar complex that only provides about 400 jobs. They want the operator (still not known) to hire more people. Apparently the local property taxes aren't enough for them.
Posted on 1/8/26 at 8:46 am to bayoubengals88
I wonder if they are keeping this quiet until they get a few more under contract before the price goes up... 
Of course they probably want to make sure that the power source is operating trouble free before making an announcement like that.
But wow. Today, they can say they have 2 GW of power contracted, but only 200 MW on line. In the future, they won't even have to disclose power and capacity as separate items. It will be one and the same.
Of course they probably want to make sure that the power source is operating trouble free before making an announcement like that.
But wow. Today, they can say they have 2 GW of power contracted, but only 200 MW on line. In the future, they won't even have to disclose power and capacity as separate items. It will be one and the same.
This post was edited on 1/8/26 at 8:50 am
Posted on 1/8/26 at 9:20 am to Jax-Tiger
quote:It is the only sustainable way these things can be built. Our grids and resources just can handle this type of demand any other way in most locales.
At any rate, this is huge, because I know they have announced a 1GW data center just south of me in Fort Pierce, FL, and the locals are already protesting it on the grounds that it will drive up residential electricity rates, among other things. This mitigates that concern, and if it is clean energy, those folks won't have much to complain about.
Posted on 1/8/26 at 9:33 am to Jax-Tiger
casual 6% move up in the first hour.
violent 3% move down in 10 minutes
violent 3% move down in 10 minutes
This post was edited on 1/8/26 at 9:41 am
Posted on 1/8/26 at 9:42 am to jefforize
quote:
casual 6% move up in the first hour.
violent 3% move down in 10 minutes
What a surprise
Posted on 1/8/26 at 9:56 am to Paul Allen
quote:
What a surprise
Still looking for the stock that only goes up by 6% every day...
I'm very interested if/when you find it.
Posted on 1/8/26 at 10:18 am to tigerfoot
quote:
It is the only sustainable way these things can be built. Our grids and resources just can handle this type of demand any other way in most locales.
The bottleneck is waiting for the energy production to be built. Finding a local utility and government that will play ball BEFORE you purchase the land is probably a real PITA.
Posted on 1/8/26 at 3:55 pm to jefforize
Sold the other day at 102 and bought today at 96. Not bad a 6 dollar profit per share with little risk. Probably rinse and repeat early next week and then hold for earnings
Posted on 1/9/26 at 8:59 am to tigerbacon
solid start to the day. hopefully the momentum continues.
Posted on 1/9/26 at 9:25 am to astonvilla
I'm unloading into this action. You know frickery is coming on an options expiry Friday.
I'm thinking we revisit 98-99 at some point.
I'm thinking we revisit 98-99 at some point.
Posted on 1/9/26 at 9:25 am to astonvilla
quote:
hopefully the momentum continues
I wonder what's going to happen if the tariff decision comes down from the USSC.
Posted on 1/9/26 at 9:29 am to Jax-Tiger
Wow. Cleared $104. I'm just sitting on my shares, but I hope IT_Dawg and BB88 are making some money...
Posted on 1/9/26 at 9:36 am to Jax-Tiger
Solid day so far!! Really hope this is the start of the swing back up. Much slower this time though please!!! Lol
Posted on 1/9/26 at 9:51 am to IT_Dawg
Had 3 1/16 expiring 95s, so glad to see that spike. Sold with some really nice gains. 
Posted on 1/9/26 at 9:55 am to IT_Dawg
I think so. I think all the AI growth stocks got punished during the last earnings cycle, so this time around people are going to realize how valuable these companies are.
What do you think of the news that BB88 posted about the off grid data center in Vineland? Is that going to revolutionize and take the power grid bottleneck out of the equation for building new data centers? If so, how long before everyone else is doing it?
What do you think of the news that BB88 posted about the off grid data center in Vineland? Is that going to revolutionize and take the power grid bottleneck out of the equation for building new data centers? If so, how long before everyone else is doing it?
Posted on 1/9/26 at 11:18 am to Jax-Tiger
Today is starting to look just like yesterday. Stock price shoots way up in the morning and then starts a gradual downturn in the afternoon, as people take profits. I think that once this stock starts going down, people get nervous, due to the stock's past history...
Posted on 1/9/26 at 11:37 am to Jax-Tiger
Don't read into it any more than this:
quote:
You know frickery is coming on an options expiry Friday.
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