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 喊話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 的由來 -NewLeaf2021- 給 NewLeaf2021 發送悄悄話 (297 bytes) () 04/08/2025 postreply 21:55:29

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

MSFT的比爾蓋茨給民主黨的哈裏斯政治獻金5000萬,微軟非常非常左。哈裏斯還不如川普。lol -Rose03- 給 Rose03 發送悄悄話 Rose03 的博客首頁 (0 bytes) () 04/08/2025 postreply 21:56:30

是的。Trump大方向對, STRATEGY應該讓BESSENT主刀 -NewLeaf2021- 給 NewLeaf2021 發送悄悄話 (49 bytes) () 04/08/2025 postreply 22:01:13

然後突然上來個落後的關稅,開倒車,78歲,80幾歲的老人,他們活在了過去。我們CRYING... -Rose03- 給 Rose03 發送悄悄話 Rose03 的博客首頁 (0 bytes) () 04/08/2025 postreply 22:07:48

三笑絕不會象川這麽胡搞,至少還有點自知之明 -randd2000- 給 randd2000 發送悄悄話 randd2000 的博客首頁 (0 bytes) () 04/08/2025 postreply 22:10:56

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

成本加大+不確定性加大+速度變慢 -NewLeaf2021- 給 NewLeaf2021 發送悄悄話 (159 bytes) () 04/08/2025 postreply 22:04:54

所以股價下跌,反映新的估值 -未知- 給 未知 發送悄悄話 未知 的博客首頁 (0 bytes) () 04/08/2025 postreply 22:15:48

應該是會慢下來的,但Tarrif跟AI革命比是小事 -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (60 bytes) () 04/08/2025 postreply 22:25:31

請問三心,可否分享你為什麽這麽猜測?背後理由是什麽?關稅跟 CapEx之間的關係? -Austin8- 給 Austin8 發送悄悄話 (0 bytes) () 04/08/2025 postreply 23:00:29

哪裏需要那麽多數據中心和那麽大的電力去RUN人工智能呢?人的大腦才用多少瓦生物電啊,lol -Rose03- 給 Rose03 發送悄悄話 Rose03 的博客首頁 (0 bytes) () 04/08/2025 postreply 22:00:27

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