How do you think Microsoft’s new design for AI data centers to run without water needed for cooling will play into these companies long term prospects of having data centers built on their land?
The giant land parcels that LandBridge has acquired have a very small number of residents. Can we be certain the engineers required to run data centers actually want to live in such remote areas?
I think it is more people intensive when building rather on going operations, but I can see them run on shifts, such as 2 weeks on, 2 weeks off. End the end, it’s economic. Same issue can be said of petroleum engineers.
How do you think Microsoft’s new design for AI data centers to run without water needed for cooling will play into these companies long term prospects of having data centers built on their land?
I think speed to development is the biggest factor followed by trapped gas in getting DCs into the area.
https://www.microsoft.com/en-us/microsoft-cloud/blog/2024/12/09/sustainable-by-design-next-generation-datacenters-consume-zero-water-for-cooling/
Hey Alex, could you share a source to give us a place to start reading about this design?
That’s the link to Microsoft’s press release a few days ago.
The giant land parcels that LandBridge has acquired have a very small number of residents. Can we be certain the engineers required to run data centers actually want to live in such remote areas?
I think it is more people intensive when building rather on going operations, but I can see them run on shifts, such as 2 weeks on, 2 weeks off. End the end, it’s economic. Same issue can be said of petroleum engineers.
People will go where the money is.
$CVEO fits the bill as a picks and shovels play to this thesis
How far away from civilization are we talking?
~100 miles from Odessa.
I don't want to get too far into the weeds but fiber routes would need to be built to the other major metros.
I think LB has factored proximity to existing fiber in their picking the initial locations.