MSFT取消了3 new Data Center

1.https://x.com/LongTimeHistory/status/1909645678453669932

Microsoft cancels $1 Billion project to build 3 new data centers in Ohio—just 5 days after Trump tariffs. Licking County, Ohio will now lose roughly 1,000 jobs & $150 million per year in revenue for the local economy. 400–600 construction jobs & 540 permanent jobs were expected to be created at full operation of the 3 new data centers. Microsoft said it abandoned the $1 billion project "after careful consideration" of the shift in economic forecasting. If the economy improves the company "will continue to evaluate these sites" for future projects. In the meantime, Microsoft will still own the land and use it for farming—creating no new jobs.

 

2.Kimbal 喊话TRUMP:

https://x.com/kimbal/status/1909746028263199064

 

Mr President, if Peter Navarro has lied to you about Ron Vara, what else has he lied to you about? Put America first and fire him!

 

 

所有跟帖: 

haha Ron Vera 的由来 -NewLeaf2021- 给 NewLeaf2021 发送悄悄话 (297 bytes) () 04/08/2025 postreply 21:55:29

History will look back at this with bewilderment. -NewLeaf2021- 给 NewLeaf2021 发送悄悄话 (0 bytes) () 04/08/2025 postreply 21:57:45

MSFT的比尔盖茨给民主党的哈里斯政治献金5000万,微软非常非常左。哈里斯还不如川普。lol -Rose03- 给 Rose03 发送悄悄话 Rose03 的博客首页 (0 bytes) () 04/08/2025 postreply 21:56:30

是的。Trump大方向对, STRATEGY应该让BESSENT主刀 -NewLeaf2021- 给 NewLeaf2021 发送悄悄话 (49 bytes) () 04/08/2025 postreply 22:01:13

然后突然上来个落后的关税,开倒车,78岁,80几岁的老人,他们活在了过去。我们CRYING... -Rose03- 给 Rose03 发送悄悄话 Rose03 的博客首页 (0 bytes) () 04/08/2025 postreply 22:07:48

三笑绝不会象川这么胡搞,至少还有点自知之明 -randd2000- 给 randd2000 发送悄悄话 randd2000 的博客首页 (0 bytes) () 04/08/2025 postreply 22:10:56

I suspect a "massive" Capex cut if Tariff stays as is -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 04/08/2025 postreply 21:59:20

成本加大+不确定性加大+速度变慢 -NewLeaf2021- 给 NewLeaf2021 发送悄悄话 (159 bytes) () 04/08/2025 postreply 22:04:54

所以股价下跌,反映新的估值 -未知- 给 未知 发送悄悄话 未知 的博客首页 (0 bytes) () 04/08/2025 postreply 22:15:48

应该是会慢下来的,但Tarrif跟AI革命比是小事 -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (60 bytes) () 04/08/2025 postreply 22:25:31

请问三心,可否分享你为什么这么猜测?背后理由是什么?关税跟 CapEx之间的关系? -Austin8- 给 Austin8 发送悄悄话 (0 bytes) () 04/08/2025 postreply 23:00:29

哪里需要那么多数据中心和那么大的电力去RUN人工智能呢?人的大脑才用多少瓦生物电啊,lol -Rose03- 给 Rose03 发送悄悄话 Rose03 的博客首页 (0 bytes) () 04/08/2025 postreply 22:00:27

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