2025-02-20
Two stories for the price of one (again) from Fortune and Freedom today.
Major investments in UK AI data centres is postulated - AI is clearly going to shape our future in ways not yet evident - and if you think that "Rachel from Accounts" will inevitably screw it all up, it appears that government investment is not involved.
Now it is true that if these private initiatives will all be dependent upon connections to our wind-mill fed intermittent grid, then Ed Milliband's wonderful Net Zero strategy would inevitably be the kiss of asphyxiation to such schemes, but I don't doubt that RR or Westinghouse would surely oblige each project with it's very own Small Modular Reactor, and to Hell with the grid and its strangulatory connective impossibilities.
(This is not investment advice)
Counterbalancing this news, old hand and human sage Bill Bonner reviews how the current upheaval in US governance may influence outcomes in the future.
"What to believe? We don’t know"
Nor me. But I do think that even the legendary Bill Bonner is not necessarily (in print anyway) factoring in the bigger picture. After all, if he did that he'd be writing a magnum opus, not a mere article.
Is there a bigger picture? Isn't the current picture big enough?!
But what if his unstated assumption that the basis within which national governments and legal systems (particularly in North America but not to exclude elsewhere) currently operate will continue unchanged into the future, is wrong?
After all, the Donald has already made predictions concerning Canada, Greenland, and Mexico that have been seen as shockingly "outside the box" - but the Donald didn't get to where he is today by restricting himself within the bounds of established thinking ...