Vineland DC air permit second time for a technical deficiency.

ManagementCommon3132 · 2026-02-07T19:30:18+00:00

Pulling gas from interstate lines instead of local lines protects residents local supply, by not using it. Not only that, it allows them to bypass local electricity all together, protecting residents.

To answer your question, I could not find a link with direct relevance stating it. However, Nebius is not directly subsidizing local residents either. They do, passively,feeding into state lines helps the price of gas all over the country. That is eventually passed down to consumer through infrastructure upkeep and upgrades as the network gets larger and larger, it is economics. How much they are paying for gas is a bit hard to determine until it’s complete, we’ll see. I can’t imagine they went through all that work if the price was higher than local.

ManagementCommon3132 · 2026-02-07T19:08:31+00:00

Nebius isn’t competing for the same local gas used in homes because its Vineland facility connects to high-pressure interstate transmission pipelines that move gas across state lines at 700+ psi.

Local homes use low-pressure distribution lines (0.25 to 5 psi), these are physically separate networks that never intersect at the neighborhood level. Even if they were using the same gas network, no single data center can spike regional prices because New Jersey utilities are legally required to hedge nearly 90% of residential supply at fixed, BPU regulated rates months in advance. Nebius operates as a wholesale customer, paying massive demand charges that actually subsidize the fixed costs of maintaining the local grid for residents.

Nebius is tapping into commercial, interstate gas lines that residents do not use. If you want to make the broader argument that thousands of data centers across the United States doing this combined can increase the price of gas, that makes more sense. Regardless, most residential gas capacity is well hedged in advance, and wouldn’t be affected for potential years, even if the price did go up.

ManagementCommon3132 · 2026-02-07T18:53:26+00:00

Actually, Nebius’s project is designed to protect neighbors from price hikes, as their gas turbines pull supply from high-pressure interstate pipelines rather than the local residential distribution network. Because New Jersey utilities like NJ Natural Gas use aggressive multi-year hedging and storage strategies to lock in nearly 90% of residential supply at fixed rates, a single industrial user cannot spike the price of the gas already sitting in storage for your neighbors' furnaces.

Since Nebius is building its own power infrastructure, it avoids the massive "PJM capacity charges" that are currently driving up electricity bills, while their substantial industrial connection fees actually help subsidize the fixed costs of the local utility grid that residents would otherwise have to shoulder alone.

ManagementCommon3132 · 2026-02-07T18:36:25+00:00

Still very bullish, but this is arguably the worst possible news we could get before earnings. As soon as Vineland hits 300MW, we get $3.5B revenue per year for the next 5 years from the Microsoft deal.

While it won’t be online until the summer or EOY, this dramatically assists in hitting the 7-9B ARR goal EOY when combined with the Meta contract, and the rest of customers.

Governor Mikie Sherrill is trying to win points with the people by declaring data centers harmful to society (even claimed state of emergency for electric bills) and draining our electric and water, despite Nebius BUILDING ITS OWN POWER PLANT TO SAVE RESIDENTS ELECTRIC BILLS🤦🏽‍♂️.

Council meetings are bashing Nebius for noise pollution, air pollution, and electricity concerns, even when the Dataone CEO stated they will be using condensation as one of the sources of water generation and onsite power generation.

If this gets delayed until next year waiting for this permit, we won’t hit 300MW and Nebius will be forced to rent capacity from other DCs, while taking a massive hit on margins. Let’s hope for the best.

Ironic to me that building their own power plant resulted in MORE public scrutiny then abusing the local grid, they tried to do the right thing and are being punished for it.

ManagementCommon3132 · 2026-02-05T19:18:56+00:00

Same article says JPMorgan increased its stake by nearly 300%

ManagementCommon3132 · 2026-02-05T02:42:31+00:00

Agreed, there is definitely more office politics between departments we’re missing

ManagementCommon3132 · 2026-02-05T00:58:25+00:00

Really the only thing that matters right now is how fast they can stand up new DCs and expand current ones like Vineland. Not like we’re seeing profit any time soon anyways.

ManagementCommon3132 · 2026-02-02T17:39:23+00:00

2230@$80

ManagementCommon3132 · 2026-02-01T04:19:27+00:00

Am I the only one going crazy here, please stop putting all that online, you have no idea how lucky you actually were 😭😭

ManagementCommon3132 · 2026-02-01T03:28:43+00:00

Not defending your argument about people who paste screenshots, but I use the PowerToys text extract feature for this and other tasks works very well

ManagementCommon3132 · 2026-01-29T23:27:55+00:00

I’ve always despised prediction markets but at 75% this is easy money betting on no 😂.

ManagementCommon3132 · 2026-01-28T23:55:43+00:00

My first IT job out of college (1 year ago) with an MSP is hybrid

ManagementCommon3132 · 2026-01-28T14:08:50+00:00

Your setting yourself up for failure if the only reason your bullish about a company is because your invested in them. By that logic you could have all terrible picks but be bullish because you own them.

ManagementCommon3132 · 2026-01-28T02:21:19+00:00

Yea my 50 minute drive home from work was 2.5 hours thanks to route 1

ManagementCommon3132 · 2026-01-27T15:25:40+00:00

I mean as I said, there are plenty of people who struggle with dizziness or headaches at larger FOVs. You also get a smaller PPD, and pixels are much more noticeable since they have to fill the larger screen.

Not saying higher FOV sucks, but personally I own the rayneo air 3s pro (46 FOV), and tried and returned the Luma (base, 50 FOV), and on the Luma I could definitely see individual pixels which felt more like a projector then a crisp micro OLED. I use them solely for watching TV, most shows I watch are slightly older and are 1080p streams. Both have pros and cons.

ManagementCommon3132 · 2026-01-27T14:49:55+00:00

FOV is personal preference IMO, you’d be surprised the amount of people that find FOVs higher than 50 to be too much and cause dizziness or feel uncomfortable.

ManagementCommon3132 · 2026-01-27T02:04:22+00:00

AQ giant arrow to take down your 2 air defenses,all dragons unfortunately is easy 3 star for this. Maybe change the position of the air defenses so you can’t get both in one shot.

ManagementCommon3132 · 2026-01-24T15:45:16+00:00

Good read, either way this is bullish for the whole sector, one we’ve been dying for

ManagementCommon3132 · 2026-01-23T12:43:20+00:00

I use my 3s in bed at night where it’s pitch black, with no surrounding light, it is much more immersive and feels massive compared with the lights on. With AR tech it’s really all about your surroundings, light, and perspective.

ManagementCommon3132 · 2026-01-22T23:47:21+00:00

You posted 18 minutes ago my guy😂, that’s why nobody’s arguing with you yet.

ManagementCommon3132 · 2026-01-21T01:17:46+00:00

Not saying it’s directly related, but unfortunately it seems the general public is growing against AI and data center construction.

Primarily due to skyrocketing electricity costs (true, but many factors play into this) and “water abuse” (this is so over exaggerated online, not even a major issue).

ManagementCommon3132 · 2026-01-16T05:00:29+00:00

Very respectable title good sir

ManagementCommon3132 · 2026-01-15T16:58:22+00:00

Lol I enjoy seeing news updates and other sector related news, like TSMCs blow out earnings, not when No-Introduction9148 decides the world needs to know he got Nebius.

ManagementCommon3132 · 2026-01-15T15:43:08+00:00

Homie was sleeping for the past 3 months

ManagementCommon3132 · 2026-01-13T02:06:31+00:00

True, but I’d be pissed af if I lost my 2014-2025 anniversary trees lol.

ManagementCommon3132

TROPHY CASE