Silicon Valley's Bad Night

Posted by ent101 13 hours ago

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Comments

Comment by gumby 12 hours ago

Why aren’t the dot centers bribing the locals with infrastructure? DC needs a GW of capacity? Build 3 GV, put 2 into the grid at low cost, build out transmission?

It used to be standard that companies would build infrastructure along with their plants. Cities all across the US Midwest were built this way.

Comment by imightbebatman 3 hours ago

The social contract of -- progress will make your lives better too -- is dead.

We need to force it to come back or things will get really bad for most people.

Comment by Terr_ 10 hours ago

> Why aren’t the dot centers bribing the locals with infrastructure?

It might be that they can't. (Well, not without spending even more money or time.)

They're looking for power which:

1. Fits on-site, rather than needing more space or being far away and dependent on the grid.

2. Can be ramped up on-demand, to keep their stuff running if there's a blackout.

3. Prioritizes their facility with "first dibs" when there are brownouts or other issues.

4. Can be built quickly so that they can finish the facility and start selling/renting.

These requirements are tend to conflict with the goals of making cheap power for sale: An offshore wind-farm might mollify local ratepayers, but it doesn't do anything for their facility reaching "ready".

Comment by ethbr1 4 hours ago

This is a perfect argument getting in the way of a good solution.

There's nothing to stop hyperclouds from finishing it with temporary nat gas behind the meter now and striking long-term power purchase agreements that fund extra utility build-out.

They're not doing that because (a) it costs more and (b) nobody has made them.

Hopefully that'll change with a bluer Texas, new Congress, and more assertive municipalities.

There's a trivial path to win/win here, if the companies were universally required to enter into sustainable deals (both financially and environmentally). Even playing field nationally = no particular cloud wins by finding the rube locality that will accept a bad datacenter deal.

Comment by Zigurd 3 hours ago

There's no inevitability to the use of gas turbines. How about a carbon tax?

Comment by ethbr1 3 hours ago

It's hard to beat the immediacy of trucking in turbines. Framing this as an either/or leads to bikeshedding. Why not allow them the now solution and mandate a better intermediate-term relacement?

Comment by Zigurd 3 hours ago

When do you think Elon's gas turbines will be taken off-line?

Comment by ethbr1 2 hours ago

When the economic incentive to run them is costlier than a viable alternative.

If in a year Mississippi said "Plants are ready to deliver on that power purchase agreement you signed, at a lower cost than onsite turbines" then they'd be turned off.

Yet instead of a PPA, xAI contracted with TVA for wholesale power, is building their own dedicated turbines, and is using mobile turbines temporarily.

None of that helps the regional electricity market, because it's not integrated.

Comment by Zigurd 2 hours ago

Why billionaire get lollipop to behave? Just set limits to pollution.

Comment by SR2Z 1 hour ago

I think part of them problem is that xAI is ALREADY operating more gas turbines than they have permits for.

IMO data centers themselves are environmentally unobjectionable, but gas turbines are loud polluters and it should be almost impossible to get permits for more than a few months at a time.

The existing law could be used to stop them just fine but Trump has no interest in that.

Comment by imightbebatman 3 hours ago

That's part of the problem. The irrational rush.

But there's a bigger problem going on here.

Our elites no longer believe in the social contract.

They intend to crush the rest of us beneath their boot.

They need to be brought back to heel before they do and we enter another dark age.

Comment by AnthonyMouse 11 hours ago

If you offer to add a bunch of offshore wind turbines or build a new nuclear plant, what happens? It's basically "address NIMBY opposition by doing something that incurs NIMBY opposition".

The real problem is that politics has gotten so broken that people have lost the connection between building things and having them. You'll have the same people opposing new generating capacity while complaining about high electric bills.

Comment by hnav 11 hours ago

Vogtle 3/4 cost 30B and took 15 years for 2GW. Gas turbines pollute and need gas infrastructure. Solar needs better batteries.

Comment by Leonard_of_Q 10 hours ago

So, cut the red tape which makes building a new nuclear power plant take 15 years, standardise on a few type-approved installations, get enough battery storage built to replaced most peaker plants. Do it already, stop this endless discussion which has led nowhere for the last 30-40 years.

Comment by ethbr1 4 hours ago

Or revisit an idea from the 60s, updated with modern technology, and start series-producing large reactors.

https://en.wikipedia.org/wiki/Offshore_Power_Systems

The current industry has a voracious appetite for power. There are a variety of solutions capable of cleanly supplying it (solar, wind, nuclear).

What's missing is the shared infrastructure investment and guaranteed revenue stream contracts to link the two. This is where government industrial policy has historically and successfully stepped in (e.g. shipyards, railroads, electrification, interstate system, heavy press, etc).

Hell, guarantee waived species environmental inspections as part of the government's contribution.

Comment by Zigurd 3 hours ago

Vogtle had massive cost and time over runs because the modular design didn't deliver on efficiency, it did the opposite by having modules show up on site that needed rework. But the project management couldn't be allowed to factor that in because it would've shown everybody that you can't do this stuff on time and on budget.

Unless you can demonstrate that those problems are solved, there is no credibility to nuclear power. It doesn't need to be an endless discussion, the discussion has concluded that nuclear power is too expensive and too late to be relevant.

Comment by 5 hours ago

Comment by mitchbob 11 hours ago

Comment by 13 hours ago

Comment by pluc 5 hours ago

I really dislike when I click an interesting link on here and then it asks me to enable JavaScript and Cookies and then it gives me half a fucking page and a paywall. Ugh.

Comment by brycewray 4 hours ago

Firefox with uBlock Origin (assuming the right settings therein) will solve your problem.

Comment by pluc 4 hours ago

I already have that, it doesn't.

Comment by hedora 12 hours ago

I’m pro-AI. I use it all the time. I max out my $200 claude subscription and own a strix halo.

The data center buildout makes no sense.

I don’t want to work for a Trump lapdog, so MAGA++ recruiters can go pound sand.

I don’t think SV leadership realizes how f—-ked they are.

Comment by Balgair 44 minutes ago

> I don’t think SV leadership realizes how f—-ked they are.

So true.

I remember hearing somewhere that Mark's residence in Los Gatos there has RPG proof windows in it. Like 9(?) inches thick. Even the sea lion windows at the zoo aren't that thick. The optical distortion on such a window is just immense.

I've worked with glass that thick before for radiation stuff (leaded glass though, so quite yellow, caveats apply) and it's hard to describe how it feels looking into a room via glass that thick. You can't get an angle on things the way you'd like. Tapping on it to get someone's attention is pointless, like tapping on a concrete bench. You can see in 3-D, but the subtle variations in the optical patterns make it so that focusing and moving your head is hard, your eyes always have to adjust and go a teeny bit crosseyed all the time. Then the refractive index makes things appear where you know they are not, so you're never quite sure of the location of things. Also, glass absorbs light at different frequencies at different ways. So the color you see is always going to be a bit dulled in the reds (typically), though I'm not sure what the spectrum absorbtion is for 9 inch thick RPG proof glass.

Look, point I am trying to make is that Mark really does see the world differently than we do. Like when he wakes up and looks out the window, it really is distorted. And this is but one example of how his reality is so much different than ours.

It's been true for likely 300,000 years that the oligarchs have a different reality and pressures than we serfs do. This time is absolutely no different. And the source is always the same: hubris.

Comment by pj_mukh 12 hours ago

Not building out data centers would mean your $200 spend would be $500 no? Just supply/demand wise

Only in the MAGA world are we somehow given a choice between NDA-laden, Coal powered loud turbine data center projects or no data centers at all.

Feels like there’s always been an easy middle ground no? I agree nothing in the MAGA world has forced tech to pursue it, but it’s always been there.

Comment by tavavex 10 hours ago

> Not building out data centers would mean your $200 spend would be $500 no? Just supply/demand wise

Is there actually any evidence we're short on inference compute, let alone by a factor of 2.5? To me it always seemed the data centers were about accommodating some extreme predictions on future demand, scaling up training and trying to outdo one another in capturing the limited hardware.

Comment by pj_mukh 21 minutes ago

I mean, personally, I would use atleast 2-5x more tokens if they were cheaper.

Most people seem to be fudging around with reasoning levels to get through the day and that's pretty telling.

Comment by Zigurd 3 hours ago

If data center providers actually had pricing power they wouldn't have junk bond ratings.

Comment by hedora 12 hours ago

Microsoft Amazon Google Apple to be clear.

Comment by pj_mukh 11 hours ago

Apples building AI datacenters?

Comment by Zigurd 3 hours ago

Apple is watching everyone else set their cash and credit ratings on fire. In a couple of years this will be the biggest story in business strategy.

Comment by hedora 1 hour ago

Apple is collaborating with Trump. For example, they helped demolish a third of the White House. Before that, there was the #AppleToo thing, and nothing happened.

Using taxpayer money and kickbacks to ram through data center construction is bad, but it's not even top ten on the list of crimes the executive branch committed in the last two years.

Comment by EA-3167 12 hours ago

I suspect they just got a wake-up call. In one night they lost a friendly congress by a LARGE margin, many local elections including Texas AG and Gov just walked out of their lives. Voters all over the country made their feelings on this issue clear enough that it would be difficult to pin this response on a party rather than the people as a whole.

All of this was preceded by the first economic shocks of the bubble bursting, and now it's truly underway. By this time next week it's entirely possible there will be fewer SV "Leaders" in a position to do more than wonder when exactly it all went so wrong.

Hint: It was the beginning.

Comment by 12 hours ago

Comment by stbenjam 13 hours ago

I'm convinced the anti data center movement is foreign propaganda

Comment by simonw 12 hours ago

I think it's a natural reaction to the "our AI systems are really dangerous and might kill you all and will definitely take your jobs" messages that have been coming out of the AI labs for the past few years.

They've dialed them back a bit now, but way too late. That message has sunk in.

Campaigning to prevent data centers from being built is the most actionable thing a US citizen can do, because it's a local issue (and hence something they can influence), plus they can use arguments about noise and power prices and water pollution to help make the case.

(I think most of those arguments don't stand up to scrutiny - as light industry goes data centers are pretty minor, would you prefer a concrete plant in your back yard? But I don't think the arguments are the point for a lot of people. It's about having a way to oppose AI generally.)

Comment by thefz 11 hours ago

> think it's a natural reaction to the "our AI systems are really dangerous and might kill you all and will definitely take your jobs" messages that have been coming out of the AI labs for the past few years.

It's a natural reaction to sound, water, soil an earth pollution.

Comment by CyLith 11 hours ago

Look, I use Claude every day. It's great for my work, and it genuinely makes me more productive, and I like it.

That said, I live out in the boonies (as far east from the SF bay area as you can go before there is just nothing but the forests of the Sierras). They are talking about building a data center in Ione, a small town out here in the middle of nowhere (not quite as remote as where I am). Now, I cannot fathom why that would be a good place. There's no water, there's no infrastructure, we're not near any internet backbone. Perhaps land is cheap out here, but electricity is served by PG&E, so I don't imagine it's particularly cheap. I, and everyone I know living out here, are vehemently against building data centers out here. It just makes no sense to put them out here, especially with the wildfire risks. There's really no propaganda needed to make people hate them.

Comment by AngryData 12 hours ago

I don't see why I shouldn't be against them. It doesn't benefit me in any way, it just increases my electricity costs. Nor am I sure there is even a market for the majority of proposed data center builds, if this exponential growth/need for computing power doesn't hold we will be flushing money down the toilet, and largely on the public's dime since most of it is funded by loans and debt. Even if LLMs achieve all that is promised and more, that just means more people out of work sooner and the already powerful and wealthy gain more power and wealth than anybody else.

Comment by RRWagner 12 hours ago

In some alternate universe, the AI companies could have used some of their billions to subsidize consumer accounts, or something, rather than just let 'supply and demand' raise the rates for all the people that they needed to not vote against them. why should anyone not directly benefitting from AI be charged more for their monthly keeping the lights on bill? The short-sightedness of the powerful never ceases to amaze me.

Comment by lelanthran 11 hours ago

> In some alternate universe, the AI companies could have used some of their billions to subsidize consumer accounts, or something,

The "or something" should have been building out power generation and feeding back a fraction of that into the grid. At least then the electricity costs can drop for the locals.

If they proposed a data centre that has it's own power generation, and fed 20% of the electricity back into the grid, there'd be less opposition.

Comment by Zigurd 3 hours ago

Build power generation with what? Gas turbines accelerating global warming? Nuclear that will come online in 20 years?

Comment by etchalon 12 hours ago

I have no doubt there's foreign bot armies amplifying these things, but foreign bot armies understand they're most effective when the amplify real sentiments.

And the anti-data center stuff is a very, very real sentiment.

Comment by AnthonyMouse 12 hours ago

> foreign bot armies understand they're most effective when the amplify real sentiments.

"Propaganda is just helping you get in touch with your true feelings."

Comment by marcus_holmes 13 hours ago

I know actual people who are deeply opposed to AI (well, the current AI tech anyway), for what seem to them to be good moral reasons.

I find the attitude a bit weird and very left-wing purity-spiral stuff, but it is a real attitude that real people have.

Comment by someothherguyy 12 hours ago

what is the purity spiral and why is it left wing?

it seems like a group of issues that the general public might be concerned about

Comment by gruez 12 hours ago

>what is the purity spiral and why is it left wing?

People trying to 1-up each other leading to the beliefs of a group being more polarized[1]. The naming doesn't imply it's a partisan phenomenon, any more than "right wing politician" implies politicians are a right wing phenomenon

[1] https://slatestarcodex.com/2014/12/17/the-toxoplasma-of-rage...

Comment by someothherguyy 12 hours ago

i know what a purity spiral is. i was asking what this one is about and why the comment implied it is partisan

Comment by gruez 12 hours ago

The datacenter opposition is definitely partisan, even if you can find some overlap in supporters

https://www.economist.com/content-assets/images/20260905_USC...

Comment by esseph 12 hours ago

Independents are only about 7pts off there from Dems,

Comment by gruez 11 hours ago

Are we just going to ignore the 30+% difference between democrats and republicans?

Comment by lubujackson 12 hours ago

I would think that Elon Musk being Trump's lapdog while owning so much AI compute that he rents it out might have something to do with it.

Comment by stnikolauswagne 11 hours ago

There is probably a lot of overlapping factors, for example I would think that the general dislike of genAI in the art/creative scene (which skews left) would play a role.

Comment by marcus_holmes 7 hours ago

Purely anecdotal from my point of view. The folks I see being very anti-AI are also the more left-wing folks in my bubble, who I know have gone down some of the purity spirals we've had before.

I don't know many right-wing folks. Most of the ones I do know are dealing with different issues and don't really give a toss about AI one way or the other.

Comment by SubiculumCode 12 hours ago

It's both. It's not either or. It's absolutely both.

There are good reasons for people to be pissed off about data centers in the U.S.

China is absolutely funneling money to push anti-datacenter sentiment, and many of the people involved/receiving that money are not aware of where that money came from.

We are at the crux of a national security spiral in AI development that is naturally unpopular at home.

Comment by Zigurd 3 hours ago

Unlike for example electric vehicles, you don't see China showcasing big data centers. What's up with that if China is scoring some propaganda victory?

Comment by EA-3167 12 hours ago

You know it's entirely possible for China to be pushing this while dropping their own fortune into research, and for everyone to lose their investments.

Don't get me wrong, it's no that the tech is useless, especially for militaries and surveillance states, but it's not the economic miracle or 'new industrial revolution' so many have gotten away with promoting. I think many here will be shocked at just how quickly a fad can die when the money implodes.

Comment by mehlmao 12 hours ago

Who are the people receiving money from China to be opposed to the wasteful data center buildout, and how can I get some? I'm still waiting for my check from Russia / Iran / Qatar for being opposed to Israel's genocide campaign.

Comment by darth_avocado 12 hours ago

> for what seem to them to be good moral reasons

Like the desire to have a livelihood?

Comment by marcus_holmes 7 hours ago

I get this.

However, I was living in the UK when the miners lost their livelihoods. Entire communities left to fend for themselves on diminishing benefits with no support.

I see some hypocrisy in our (knowledge worker) industry. The same sort of folks who were supporting Thatcherism and cheerfully calling themselves Yuppies, completely rejecting any attempt to unionise or join any collective bargaining efforts, are the same sort of folks (though not necessarily the same individuals) who are now complaining that they'll be left without a livelihood by AI.

Best time to unionise was 30 years ago. Second best time is now. But this is still somewhat of a radical position for a HN reader to hold.

Comment by darth_avocado 1 hour ago

Is there hypocrisy in this? Sure. Does it matter? No. According to the CEOs, if you were to believe them, a lot of people won’t work in the near future. If white collar jobs don’t exist anymore, what happens to the blue collar ones? And that is the uncertainty people are grappling with that is fueling the resentment.

Comment by UncleOxidant 12 hours ago

And not wanting all knowledge and skills strip-mined and then sold back to us.

Comment by geraneum 12 hours ago

I sometimes compare the user sentiments here and what I see and hear from my peers in the real world, and boy some people in tech are detached from day to day realities of life for the majority. Parent’s a good example.

Comment by marcus_holmes 7 hours ago

The software industry is definitely the forerunner of the changes we'll see. It's being transformed completely, way more so than other professions. So to some extent it's not surprising that we (HN) have a different viewpoint than folks in other industries.

Comment by geraneum 4 hours ago

Case in point. The more hubris the more clueless.

Comment by rsoto2 12 hours ago

Yeah it's not like all these ai-tech oligarchs enabled trump to the tune of hundreds of millions of dollars each and he proceeded to disenfranchise voters, kidnap minorities, and make a mockery of environmental protections. "left wing purity spiral stuff" people are watching community members without criminal records languish in work camps.

Comment by marcus_holmes 7 hours ago

Agree completely, but what does this have to do with data centers?

Comment by arbitrary_name 12 hours ago

i work in AI and i think we should hit the brakes: get a better oversight mechanism in place, help local municipalities get more in exchange for building them (no more tax incentives, NDAs, high emissions power sources), those are good places to start.

rushing ahead with the 'it might destroy us but we've gotta beat China!' is silly bullshit.

And the debt financing needs to stop.

There's a sensible path forward that doesn't involve a full stop, nor maintains the previous trajectory.

Comment by Zigurd 3 hours ago

Your point about the debt financing is important and under reported. Or at least the contradiction it entails is under reported: if data centers had such huge demand, they would have pricing power, and they would have superb credit ratings. Even a company like Oracle gets rated junk, so what are we to make of some crypto grifter pivoting to AI data centers? They appear to be counting on people not being able to find those two contradictory points.

Comment by Dig1t 12 hours ago

My electricity bill is 50% higher than this same month 1 year ago. My friends and neighbors in my city have said that they also have greatly increased electricity bills. Whether or not that increase is due to a specific data center, it's extremely easy to blame it on the increased electricity usage of data centers, no foreign propaganda required.

Comment by toast0 12 hours ago

My electricity cost per kWh has just about doubled over the last 3 years, but afaik, it's mostly related to legislated changes to the energy mix and increases in fuel costs.

Fuel costs are up for lots of reasons, more demand for electricity could certainly be one of them... Inflation is certainly another component.

Comment by AnthonyMouse 12 hours ago

If the problem is demand outstripping supply then the obvious thing to insist on is that if they want to build, they should add more supply than they're consuming, so that they're fronting the money to make your electric bills go down.

Whereas instead we keep seeing proposals to ban them outright, which is the thing you'd expect to be pushed by someone with a different interest than domestic electric bills.

Comment by UncleOxidant 12 hours ago

> they should add more supply than they're consuming

In some places they're scavaging old jet engines and using them to generate electricity for data centers. Lots of noise, not very efficient - very bad idea. https://www.nytimes.com/2026/11/03/climate/jet-engines-ai-da...

Comment by AnthonyMouse 11 hours ago

Right, so why is the proposal to prohibit "data centers" instead of the thing you're objecting to? Make them add more in non-fossil fuel generation than they're consuming.

Comment by georgemcbay 10 hours ago

Many real people show up at city council meetings all the time to speak out against data centers.

And contrary to a lot of recent right-wing conspiracy theories, there isn't much of a market for paying people to show up to protests.

Comment by cowlevel 10 hours ago

There's a small market but only for right-wing conspiracy protests, which is where those people got the idea from

Comment by Zigurd 3 hours ago

I'm convinced too few people know the history of the Cold War missile gap. To be fair let's take a more recent example of Iran being weeks away from a nuclear bomb for the past three decades.

Comment by mulderc 12 hours ago

My neighbors take issue with people getting the wrong roof on their house. Not surprised people being against a data center nearby.

Comment by happytoexplain 12 hours ago

What do those have to do with each other?

Comment by mulderc 12 hours ago

People are very NIMBY about these things.

Comment by darth_avocado 12 hours ago

Because they’re loud?

https://www.reddit.com/r/interestingasfuq/comments/1t7293k/t...

Or could pollute the entire town’s water supply?

https://www.theguardian.com/us-news/2026/sep/08/us-datacente...

Or air?

https://www.reuters.com/world/americas/pollution-musks-unper...

We’re going to pretend that these are the same concerns as an HOA squabble about wrong roofs? I like AI as a useful tool worth investing in but let’s not be dismissive about what people are actually mad about, because this dismissive attitude is exactly why SV finds itself where it is.

Comment by mulderc 12 hours ago

I think we are on the same side. I’m saying people get angry about little things, no wonder they would get angry about even more serious issues.

Comment by csallen 11 hours ago

How many people have actually experienced a super loud data center, or a data center that's polluting their water supply, or polluting their air? To me the opposition seems to be 99% from people who are just talking about this because it's part of the zeitgeist right now.

Even the story you linked about the water supply, it was wastewater not drinking water. I'm not saying that it's good or even okay for wastewater to have bacteria in it. But if people en masse are against data centers because they "could pollute the entire town’s water supply," based on a singular case of one data center's wastewater having some bacteria, that gives me pause. This seems more like a trendy issue than a practical one for most people.

Comment by darth_avocado 1 hour ago

You’re missing the trees for the forest. Pointing to a single example and trying to pull it apart while ignoring the fact that it’s not a single issue, nor is it a single instance that is causing people to push back.

Comment by happytoexplain 12 hours ago

Why...? Or is this just a sarcastic way of saying you disagree with the movement?

Comment by 10111001 12 hours ago

> I'm convinced the anti data center movement is foreign propaganda

Exactly! No rational person could oppose supergeniuses like Elon Musk, Sam Altman, Marc Andreessen, etc., so if people do, the logical conclusion is that they've been manipulated by a psyop.

Science is my superpower!

Comment by thefz 11 hours ago

Believe me brother, from the other side of the ocean I couldn't care less if you drowned in your own shit. I just don't want it on my land.

Comment by ares623 12 hours ago

it is woke mind virus propagated via 5g towers and vaccines

Comment by gim89 3 hours ago

You read that in the media? Or your favorite retard influencers?