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every single person pushing this angle is intellectually bankrupt. The data centers being built today are for NOTHING other than AI compute, and are much, much larger and more destructive. If none of them got built, services like online banking, social media and streaming would continue to function.

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I've got a podcast episode coming out on Monday that says, "The guy doing the smartest reporting on data center financing is EZ Primary Research CEO Ed Zitron."

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