RamenBoy retweeted
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
Without AI, there will be more fraud and crimes in the US. Other countries wouldn’t stop just because Texas bans it 🤣 get ready of your shits getting hacked there Americans.
Interesting thing is, Apple Google all went down after earning and then after a day or two climbed back up. I am being patient for another day lol
lol how is a bird doing better than $smci I’ve no freaking clue
RamenBoy retweeted
$SMCI | Raymond James 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗦𝘂𝗽𝗲𝗿 𝗠𝗶𝗰𝗿𝗼 𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝗿, raises PT to $𝟲𝟱 from $𝟰𝟴
Analyst sees strong F1Q27 results and a higher FY27 outlook, while flagging customer concentration and export-control uncertainty.
RamenBoy retweeted
Supermicro announces Fiscal Year 2027 Q1 financial results.
“Supermicro’s transformation into a Total AI and IT Datacenter Solution provider continues to accelerate, delivering record revenue of $19.9 billion for the first quarter fiscal 2027,” said @charlesliang, Founder, President, and CEO of Supermicro. “DCBBS is driving significant value for our customers—from gigawatt-scale datacenters down to single-container PODs—which, including our expanding software, proactive service, and networking solutions, is enhancing profitability and long-term shareholder value. Through key enterprise partnerships and expanding global production capacity, we are making AI infrastructure faster to deploy, superior up-time and more cost-effective for our customer base.”
Thanks to our customers, partners, and the Supermicro team for making this quarter an extraordinary success!
Learn more: hubs.ly/Q04DdcLw0
AI demand is there. Spacex is expanding and SMCI is supplying them
BREAKING: Super Micro Computer stock, $SMCI, surges over +6% after posting stronger than expected quarterly earnings.
AI continues to drive record earnings for many tech giants.
