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Only 20% of GE Vernova's Order Book Is Data Centers. Here's Why That's the Bull Case, Not the Risk.

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Snapshot born 1d ago · present at 162 data intervals (1d ago → 11m ago)
Public Discourse · Bluesky · this story as of 47m ago
42 distinct posts / 48h, matching Data 25 Only 12 Centers 12 Here 7 Order 2
WhenPostTone
4h ago Kind of like how whole home generators have a transfer switch that only allow certain circuits to be powered by either the generator or the service drop, but not both to prevent backfeeding the pow… +1.5
6h ago Idk if y’all heard this yet but there will be a hurricane hitting in land tomorrow and it’ll hit a few states in its path and I am in one of those said states, and I’m quite nervous about and scare… -6.0
10h ago One could only hope. These electricity guzzling facilities cause local electric rates to rise and only help the Tech Billionaires get richer. Time to cut these facilities off of the electricity grid -6.0
15h ago Data centres should generate 20 percent of their power draw back into the electrical grid using green energy, employ folks only from within the state and pay there fair share of taxes so folks don'… ×2 +3.0
15h ago Data centres should generate 20 percent of there draw back into the electrical grid, employ folks only from within the state and pay there fair share of taxes so folks don't have to subsidize these… ×2 +3.0
17h ago I think I'll be okay. I don't worry about the wind and rain up this far north inland. Power outage is my only worry. -1.0
21h ago Internet has been really bad since yesterday and a massive power outage has only made it worse today. Not been feeling motivated either, so I'm taking a raincheck for tonight's stream. 💝 #streams… -3.5
1d ago "Creation of new services enabling the vehicle's energy to power certain household uses or be fed back into the electricity grid when needed." This sounds like developing a bidirectional product t… ×2 +4.0
1d ago Spent all day at my clinical trial, so I'm dead tired. Only to get home to find that a scheduled power outage seems to have shut down our Internet connection. Our IT guy seems to be MIA (I know him… -3.0
1d ago The power grid can only take but so much -3.5
1d ago When AI shuts down all of our electrical grid, that will be the only option -6.0
1d ago Without her, Oregon would have no SNAP and no Oregon Healthcare. Our forests on public land would be cut down to "reduce forest fires." More hydroelectric dams would be installed (messing with fish… -2.0
1d ago White House Releases Executive Order Declaring a National Emergency Regarding the Electrical Grid www.lawfaremedia.org/article/whit... #KriittinenInfrastruktuuri #Taloussota -5.0
6h ago Columbia Planning and Zoning discusses electric grid needs as it considers data center rules https://ift.tt/AQ619b7 +1.0
8h ago [cont.] that can have significant implications for our electricity grid, water, land, air quality and surrounding communities. Hamilton has already been at the centre of debate over whether new AI … -3.0
10h ago Defining these "data centers" as central components of our national security, military and intel agencies, and also defining & regulating them as "utilities" central to our national power grid. ×2 +1.5
12h ago Columbia Planning and Zoning to discuss electric grid needs as it considers data center rules https://ift.tt/2yCUT0e +2.0
12h ago How will data centers affect the electric grid? Join WEI for Data Centers and the Grid, a Forward in Energy Forum on energy demand, reliability, affordability, and future grid planning. Oct. 27, … ×2 +3.0
16h ago Does anyone remember when Australia was just excited about hosting the Olympics? Now it's a race for data centers. But as we roll out the red carpet for tech giants, are we ready for the environmen… ×2 -2.5
20h ago Texas couldn't be bothered to upgrade the electric grid during winter storms, but they're just now upgrading the electric grid for these data centers. ×2 -4.0
1d ago Also don't need data centers to use resources we need. Don't need the noise pollution they cause. The water pollution they cause. The electric grid drain they cause. They're all part of the same pr… ×2 -7.0
1d ago Danish Parliament adopts "emergency plan" for electricity grid, puts data centers at the back of queue ×2 +3.0
1d ago Following a cyberattack on Yandex’s data center in Sasovo, Russia, the company experienced a major "power outage" was reported, rendering a wide range of Yandex Cloud infrastructure unavailable.The… -4.0
1d ago “After the SOU attack on the Yandex data center in Sasovo, there is a large-scale failure in the company A "power outage" was recorded, which made a wide range of Yandex Cloud infrastructure inacc… -3.0
1d ago Data Centers Are Breaking The Power Grid. #DataCenter It is an endorsement of environmental destruction. youtu.be/X71le3av1So?... ×2 -4.0
1d ago Concurrently, an ongoing push in robotics and automation will reduce Super-Intelligence's dependence on human labor. I daresay the current hysterical rush to build data centers and "ugrade" the el… ×2 -3.5
1d ago I think the weirdest thing my kiln did was display incorrect post-firing numbers/data after a power outage. Unplugging it and letting it sit for a few seconds fixed it. My kiln has a KilnMaster co… -4.0
1d ago Theft? Amid data center boom, consumers shoulder costs of upgrading the electrical grid share.google/GThLpCaTEia3... -5.5
1d ago Yes, the draft permitting bill contains nice language about making data centers pay their own power grid costs, but the fine print leaves most of the details up to state governments and utilities -… ×2 -3.0
1d ago Data Center Demand Stalls Power Grid Expansion #PJM #EnergyGrid #DataCenters #PowerGeneration #FERC #ElectricityDemand -3.0

Articles in Story

Tier Title Category Source Feeling SentimentSentiment Score (-5 to +5)
LLM-assessed emotional tone of coverage.

-5 = extremely negative/alarming
0 = neutral/factual
+5 = extremely positive/hopeful

The colored bar shows position on the scale. Emotion badge uses Plutchik's 8 primary emotions: joy, trust, fear, surprise, sadness, disgust, anger, anticipation.
T2 Only 20% of GE Vernova's Order Book Is Data Centers. Here's Why That's the Bull Case, Not the Risk. power_demand fool.com reassuring, analytical, optimistic
+0.8
anticipation
T3 Only 20% of GE Vernova's Order Book Is Data Centers. Here's Why That's the Bull Case, Not the Risk. power_demand aol.com reassured, confident, analytical
+0.4
trust