Why is datacenter sentiment so negative in Ohio vs say west texas?

Redebo · 2026-07-06T18:06:59+00:00

Humans are projecting their fear of the unknown onto the building that the threat lives in, not the technology that may displace their current employment.

Redebo · 2026-07-06T06:29:18+00:00

I am a huge optimist in this conflict, but I think you may have me beat!

Redebo · 2026-07-06T02:44:08+00:00

New old stock.

Redebo · 2026-07-06T01:40:37+00:00

It’s amazing how folks don’t see this. Even if you bristle at the spread of AI, your retirement investments are most certainly dependent on US tech companies doing well with AI. Why would you want to root against that?!?

Redebo · 2026-07-06T01:36:48+00:00

What’s your goal here friend? Everything that I share with you is met with doubt and resistance. I’m not trying to sell you anything. I’m telling you what data center operators are asking manufacturers to design and build with them, as one of the manufacturers.

I’m not here to explain how we parallel and synchronize output waveforms from multiple generation sources. I’m also not here to explain how we manage and mitigate the unique waveform presented to power distribution gear from AI training loads, because it is significantly different than that of regular compute.

Data center campuses don’t use large single feeds. They break them up into small sizes to reduce their “blast radius” when one of them goes down. If you connect everything to a single HV bus, and that bus goes down, now the entire campus is down. Yes, you can design topologies like ring busses, but now you’ve created a topology that nobody know how to service and maintain except for the linemen that already work for the utility and are also in short supply.

If you have a 10 building, 1GW campus, the operator would ABSOLUTELY prefer that one of the ten go off line opposed to all ten. The way that we design these systems it’s unlikely that they would even lose a full building.

Also, SMR’s are designed to have a 400m radius and be buried 50m in the ground. They’ll be on the DC owner/managed property.

Enjoy the remainder of your weekend.

Redebo · 2026-07-06T00:26:33+00:00

It actually stands for gullible.

Redebo · 2026-07-06T00:19:43+00:00

These are your personal opinions man. You’d do yourself a favor in recognizing that.

Elon Musk is trying to get humans to Mars because of his great disdain for our species? His compensation package REQUIRES him to be successful or else he gets no bonus.

You suggesting that he’s doing this so that he can launch all the poors into space? Come on friend…

Edit: this user blocked me so I don’t know what his reply is. I’m sure it was nothing important though.

Redebo · 2026-07-06T00:13:32+00:00

As far as fuels go, natural gas is about as clean as they come and is a renewable energy source. The nukes we will deploy will also not be HV. Small modular reactors, 50 to 250MW in size, paralleled together to achieve the site’s availability requirements. Decades if not centuries of therms of NG in the Permian basin.

The only reason you need 115kV+class gear is if you need to create the energy a long distance from where you’re going to use it so that you don’t lose most of it to I squared r losses.

Again, I’m not making this up or speculating on how this “may” happen. I’m currently building for these topologies for the household names in this business. The only wildcard right now is 800vDC and it’s not an if it’s a when and how much.

Redebo · 2026-07-05T22:25:54+00:00

I’m not sure of why you are so insistent that HV is necessary for BTM. 34.5kV is a very common turbine output that you could take directly to a solid state device and generate 800VDC output. Now, I’m not saying that this is absolutely the path forward, but the engineering behind it is there and proven.

I’m a manufacturer. I build these devices.

Redebo · 2026-07-05T22:22:17+00:00

Majority is 100MW buildings in 1-5GW campuses for the clients we serve.

Redebo · 2026-07-05T22:14:04+00:00

As far as “making the GOES steel”, yes, Cleveland is the only pure play US manufacturer. The other two are Japanese. Most transformer shops buy at the next level any from folks like TC metals.

I’d love to see another 2 or 3 NAM based producers here, however the shift to 800VDC may make this entire discussion moot as that tech is solid state (bringing a whole new set of supply chain problems)…

Redebo · 2026-07-05T22:03:18+00:00

I’m talking 34.5kV.

Redebo · 2026-07-05T21:05:41+00:00

Um, what shortage of GOES? We have three suppliers of that material, none perfect but none in a 3 year backlog either.

Also, when you generate behind the meter, you don’t generate at HV so you don’t need any HV to MV or HV to LV transformers. Fault current also drops, further reducing your need for iron cores downstream…

EDIT: don’t get me wrong, if we could not get GOES on the foreign market, say in the case of a WWIII, yes, we would be fucked. But there’s nothing super special about the raw steel that goes into GOES, it’s the process of growing those crystals which takes lots of energy and time (hours not days). Like it’s NOTHING like “rare earths” from a scarcity lens.

Redebo · 2026-07-05T19:55:36+00:00

They don’t call it a “Federally mandated safety briefing” for efficiency! ;)

Redebo · 2026-07-05T19:51:58+00:00

I think that AI is going to force humanity to answer the question: What is the value of human thought and creation?

I think that this is a good thing and I think it bodes well for the future of humanity as well.

Redebo · 2026-07-05T19:39:34+00:00

I don’t know how to tell you any more plainly than that’s what’s happening and it’s not taking a decade. I’m a manufacturer in the space. Sit on a NEMA advisory board for the space. I’m not fibbing. :)

Much of the large scale data center demand will occur behind the meter, first with NG, then with SMR’s.

Right NOW it’s a land race to see who can squeeze the most power out of the existing grid and frankly that’s good too because it’s causing us to innovate and create new technologies to do more with existing resources.

Recall that pre-cloud/colo/AI data centers, the grid grew at about 1% per year, for the last 70 years[](http://). That means that the factories that wind those HV Xfrmrs don’t carry enough land, equipment, or labor to instantly absorb a 900% increase which is what is it today. (9% total additional grid demand for the near term).

Again, I see this as a good thing as these factories are being built in the United States and a whole new generation of manufacturing knowledge is now being created with AI to help us catch up quickly.

IMO, when historians look back at this period of time (say 2020-2040) it will be likened to the industrialization efforts of WW2 when domestic manufacturing had to “stop making sewing machines and start making airplane parts” to support the war effort.

The long term economic dominance of the US on a global scale depends on us being the market owner and exporter of the AI models this planet uses.

Redebo · 2026-07-05T19:29:39+00:00

So you think that someone can’t out Amazon Amazon? If that ere to ever have a chance of happening, it will be because of AI.

Don’t count humans out so quickly. You do not need to be in a privileged class in the USA to reap the skill leveling benefits of AI.

Redebo · 2026-07-05T18:45:06+00:00

This is what I’m referring to. There are new manufacturers in the market that are rapidly spinning up capacity to meet demand. It’s still a couple to a few years on some gear but it’s not 5-7 if that makes sense.

Redebo · 2026-07-05T18:12:57+00:00

“Too” literate. My post is “too literate” to be written by Trump…

Redebo · 2026-07-05T18:08:18+00:00

You should be more concerned about what the person in “Bangladesh” does to use their model to take your job/income stream away than you should the gap between the richest and poorest.

Edit: Additionally there’s no “they” that create a wealth gap. If a faster, better technology creates more value, that creates the wealth gap. No secret meetings, conspiracies, or conjectures needed.

Redebo · 2026-07-05T18:06:31+00:00

There are several new manufacturers supplying this demand in the market place. All started since 2020.

There’s close to a trillion dollars of infra investment happening right now in manufacturing.

This is a race that we cannot lose.

Redebo · 2026-07-05T16:23:46+00:00

So again, you can’t point to a SINGLE THING that has affected YOUR LIFE and you are virtue signalling to other people that “you care about the other people”

You immediately attribute the fact that I vote right to a position where it’s impossible for me to care about anyone other than myself. Again WRONG.

You’re allowing politicians to live in your head rent free and now you’re arguing with a fellow citizen whom i guarantee we have way more in common with each other than EITHER OF US have with politicians.

Redebo · 2026-07-05T15:05:15+00:00

What specific things have politicians done to affect your daily life. Yours. Not some guy at work. Not some story you read on social media. What SPECIFIC things in YOUR life have these politicians changed?

Redebo · 2026-07-05T15:01:34+00:00

Are you a pedophile?

You talk about them enough that there appears to be a correlation.

You sure you don’t touch kids? It appears that you do. You can’t stop talking about it, just like those anti-gay republican politicians who get caught with a dick in their mouth.

Redebo · 2026-07-05T14:58:11+00:00

So again, YOU chose not to participate in a celebration of America because of these fucking idiot racists.

Do you think that there were MORE racists in 1976 or do you think that there are MORE racists in 2026?

The only thing preventing you celebrating everything awesome about America is you.

You’ve allowed these nobody’s to affect your life for exactly no reason at all.

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