News for hackers. Stuff that matters.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by cm2187 on Tuesday November 10, 2026 @05:21AM (#50438280)
There is no secret about the mismatch. Voters last week have elected people who are openly hostile to datacenters, and for some of them hostile to AI outright. The demand is there (at what price is a longer term debate). But if you can't power on new datacenters this doesn't do any good.

To give you an idea of the scale. US has currently about 50 GW of DC online. Depending on the source, you are looking at between 60 GW and 400 GW of new DC currently planned. For reference the total dependable capacity of the US grid is around 1000 GW.

I think there is a scenario where compute cost sky rockets while chip prices crash, as they end up unused in warehouse because of the lack of power and DC capacity.

Re:CoreWeave bond yield tops 16% as AI credit stress rises by cyanydeez on Tuesday November 10, 2026 @06:08AM (#50438649)
AI has been passively hostile to society. VC cash has too. Non of that is irrational.

You want them to embrace a tech that exacerbates inequality and its founders promote that?

Re:CoreWeave bond yield tops 16% as AI credit stress rises by motionlessveloc on Tuesday November 10, 2026 @06:22AM (#50438772)
I don't see the previous poster saying they "want" anything.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by MrBuddyCasino on Tuesday November 10, 2026 @06:54AM (#50439028)
Every civilizational advance “exacerbates inequality” because smart people can use it to become more productive, but dumb people can’t.

By that logic we should ban books. This is Boko Haram ideology and you are just a communist who thinks he should be protected from competition.

Instead of “making everyone well off“ here is what will actually happen, because that’s what happens every time communists seize power: everyone will get poorer, because they will be outcompeted by more sane jurisdictions, eg China.

Re:CoreWeave bond yield tops 16% as AI credit stress rises by smallmancontrov on Tuesday November 10, 2026 @07:42AM (#50439528)
> what happens every time communists seize power: everyone will get poorer, because they will be outcompeted by more sane jurisdictions, eg China.

Chinese Communist Party, guide us to Capitalism?

If the communists can learn how to use markets, capitalists can learn how to redistribute. It's not impossible, we did it 100 years ago last time capitalism drunk-drove the world economy into a ditch, I just hope we can do it without a Great Depression and World War this time.

Re:CoreWeave bond yield tops 16% as AI credit stress rises by MrBuddyCasino on Tuesday November 10, 2026 @07:57AM (#50439685)
> Chinese Communist Party, guide us to Capitalism?

Yes please.

> capitalists can learn how to redistribute

By that measure, the West hasn't been capitalist since Roosevelt. Which would be accurate btw.

Re:CoreWeave bond yield tops 16% as AI credit stress rises by fragmede on Tuesday November 10, 2026 @09:48AM (#50441166)
Does it exacerbates inequality? There's no question that some people are going to get rich, and they might be the wrong person and we should hate them. But prior to the advent of AI being able to generate video and audio, an aspiring film maker would have to slave away at a shitty job and claw their way to relevance in order to try and get Sony/whomever's attention, and the rich people would finance their movie dreams. Now with AI, that budding young artist can make a feature length film for a couple thousand dollars instead of having to beg Universal or Walt Disney for some crumbs.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by cyanydeez on Tuesday November 10, 2026 @12:45PM (#50443601)
Yes. The nerds in SF openly discussed being part of the permanent underclass. These folks know what they're doing.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by hdgvhicv on Tuesday November 10, 2026 @06:45AM (#50438954)
That sounds like “Threatening me with a good time”. It will be very cheap for me to buy my hardware. Unsurprisingly I have power at home, and I can use the free power I have during the day from solar to do all sorts of cool things on my own hardware. It will be like the 1980s and 90s again.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by eeasss on Tuesday November 10, 2026 @07:08AM (#50439171)
Data centers can be build in Mexico or in a different friendlier to AI jurisdiction.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by paulryanrogers on Tuesday November 10, 2026 @07:54AM (#50439660)
Is Mexico stable enough to house very expensive and easily stolen GPUs (or whatever we call them now)?
Re:CoreWeave bond yield tops 16% as AI credit stress rises by tibbydudeza on Tuesday November 10, 2026 @08:46AM (#50440267)
Bytedance (China) is building a 40 Billion USD AI data center in Ceará, northeastern Brazil.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by cj9 on Tuesday November 10, 2026 @08:49AM (#50440314)
The world of private military companies (PMCs) is constantly expanding.

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

Re:CoreWeave bond yield tops 16% as AI credit stress rises by iamnothere on Tuesday November 10, 2026 @09:21AM (#50440793)
Perhaps rogue datacenters full of stolen GPUs will be the next cartel pivot after avocados, very cyberpunk
Re:CoreWeave bond yield tops 16% as AI credit stress rises by ethbr1 on Wednesday November 11, 2026 @06:13AM (#50452052)
Bit more difficult to hide that much power. It makes grow lights look like a hairdryer.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by credit_guy on Tuesday November 10, 2026 @09:34AM (#50440979)
Canada is.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by Der_Einzige on Tuesday November 10, 2026 @08:19AM (#50439906)
If democrats complete their movement to "ludditism" as a party, I will burn my DNC registration and work with the red team. Good timing since MAGA got spanked and should be on the way out.

I'm sympathetic to DSA types, right up until they call for bans on super intelligence, RSI, or data centers. Remember progressives, it wasn't "socialism" that lost me.

Re:CoreWeave bond yield tops 16% as AI credit stress rises by csa on Tuesday November 10, 2026 @09:45AM (#50441121)
> Voters last week have elected people who are openly hostile to datacenters

Voters themselves were hostile towards data centers in all but one of the ballot initiatives (40 out of 41).

But the “elected people” you refer to (I assume Democrats) seem to me to be more about not having one-sided secret deals for data centers in folks’ “backyards”.

Specifically, the detailed stances seems to be for things like: cover energy demands (no rate hikes), no excess load on power grid, water protections, and transparency with the communities they are in. Some also call for more regulation (which is a knife that can cut both ways).

This seems reasonable to me.

If anyone wants to cast stones, I think targeting the folks currently in office who somehow thought it would be a good idea to defund extra power generation just because it happened to be renewables / clean energy might be one place to look.

Re:CoreWeave bond yield tops 16% as AI credit stress rises by mancerayder on Tuesday November 10, 2026 @01:05PM (#50443876)
That's a fantastic scenario. When the 5900s become cheap we'll all play with rolling our own data models.