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K
Would the US have jumped into the Gulf War the way we did id if it did not involve 3 of the biggest oil exporters (Kuwait, Saudi Arabia...
Dec 27, 2025
K
Everything regarding human behavior requires some moderation. :rolleyes:
That's what happens when drilling companies go out of...
Dec 27, 2025
D
Fair enough - data centers aren’t the problem. These peakers, especially the dirty oil ones, were on their way out, likely to be...
Dec 27, 2025
D
I definitely don't think AMD will have anything on IFS but Nvidia did like RTX 30 on Samsung 8nm so I wonder why 18A-P or 14A derivative...
Dec 27, 2025
The military investment admittedly isn’t a direct subsidy toward keeping energy prices low, but the 5th Fleet and its precursor...
Dec 27, 2025
S
https://ossa-ma.github.io/blog/groq
"The structure is the story. Traditional M&A would trigger:
CFIUS review (given Saudi contracts)...
Dec 27, 2025
K
The military investment admittedly isn’t a direct subsidy toward keeping energy prices low, but the 5th Fleet and its precursor...
Dec 27, 2025
K
Of course I did.
I made up the 95th percentile example, though the strategy is real, especially for areas still dependent on coal...
Dec 27, 2025
Of course I do. I just have a problem with the assertion that oil and gas companies get special subsidies. They're not special, and...
Dec 27, 2025
I am 100% with you on free market principles. (Within reason - an industry that physically harms people is probably something that...
Dec 27, 2025
Do you not consider tax breaks subsidies? It's trivial to find examples of these measured in the $B USD range.
Dec 27, 2025
Curious what the answer is. FWIW ASML has at least one machine that can do below 110nm on 200mm wafers...
Dec 27, 2025
Yes (and you beat me to the punch with a succinct answer) except that it's not after the sun stops producing, it's at the tail end of...
Dec 27, 2025
At the risk of slipping into another debate, there are a couple of things here worth commenting on.
There are basically four categories...
Dec 27, 2025
You’re right and you’re wrong - utility scale batteries aren’t the best fix for extended grid outages for the reasons you highlight. But...
Dec 27, 2025
Like.
Everything regarding human behavior requires some moderation. :rolleyes: That's what happens when drilling companies go out of...
Xebec reacted to KevinK's post in the thread AI data centers are forcing dirty ‘peaker’ power plants back into service with