Yud must be happy the AGIification of the world is slowing down. Not today TITANS, not today.

Most data centre electrical equipment is only made outside the US. President Trump’s tariffs exempt electronics — but that expires 9 July. If it isn’t extended, then US data centres are screwed — no new buildouts, and huge maintenance problems for existing data centres. [Verdict]

Trump had the opportunity to do the funniest thing by setting them for the 4th of July.

At least the data centres are paid for by private companies and not bank loans. This means the bubble pop won’t cause a banking crisis too.

That’s waiting until rampant deregulation puts everything in place for another 2008 style crisis