We keep hearing that AI capacity shortage is a supply problem. We think part of it is a workload distribution problem.
BloombergNEF projects US data centers will need 194 GW by 2035. The most ever connected to the grid in one year is 7.1 GW, so even at that record pace there’s a 19 GW shortfall.
McKinsey & Company expects inference to become more than half of all AI compute by 2030, and expects a shift toward smaller, distributed data centers to serve it.
AI inference doesn’t need one giant campus. It can run across distributed sites, and that is the solution we’re working on at LōD.
#DataCenter #AICapacity #DistributedCompute #ComputeFlexibility
Sterling Lee retweeted
The Stockyards lineup keeps growing. Sterling Lee @PWISDOM777, Data Center Supervisor at @Cholla joins BitBlockMine. Nov 20-21, Fort Worth Stockyards. From the makers of @bitblockboom. Get your tickets at bitblockmine.com
Sterling Lee retweeted
@CipherInc, @fluidstack, and @AnthropicAI Commit $10 Million to Repair and Expand Colorado City's Water System
Following this summer's water shortages, the companies are funding upgrades identified by Colorado City leaders to strengthen the city's water system through the newly formed Colorado City Water Infrastructure Foundation.
Importantly, the Barber Lake data center runs on its own on-site water supply and draws nothing from Colorado City's system.
"Being a good neighbor means showing up for the issues that matter most to the communities where we operate, even when those issues predate us. In Colorado City, we wanted to invest directly in solutions that will benefit the community for years to come. We're grateful to Speaker Burrows and local leaders for their partnership, and proud that Colorado City is home to one of our data centers,” said Tyler Page, Chief Executive Officer.
Read the full press release here: investors.cipherdigital.com/…
Sterling Lee retweeted
We used to estimate “tickets” in “story points” and you could get away with building CRUD API for 2 weeks
Sterling Lee retweeted
West Texas has spent generations feeding America, clothing America, and powering America.
I think we may be getting ready to help compute it, too.
Cattle. Cotton. Crude. Cloud.
I wrote about why AI infrastructure could represent the next chapter of the West Texas economy:
Cattle. Cotton. Crude. Cloud. williamsontx.substack.com/p/…
#westtexas #permian #EFT #rural
@jeffreyklose @GideonOPowell @PWisdom777
Sterling Lee retweeted
“You support building more AI data centers across the country?!”
Brother, I’m building one in my basement.
Sterling Lee retweeted
Replying to @0xMovez
queued for tonight. 32 min from a google engineer beats most conference recordings on signal density
Sterling Lee retweeted
10 year roi. Probably makes about 30 cents a day. Even at a full burn for 6 hours you might be looking at 2$ a day. Better off buying a miner n just plugging it in on a timer.
Trust me/verify I’d know the economics of solar.
NEW BITCOIN MINER TURNS EXCESS SOLAR INTO SATS
Swiss energy hardware company RY3T is developing the Nova, the first commercial product built on the open-source Mujina Bitcoin mining firmware funded by the 256 Foundation.
The Nova dynamically adjusts its power consumption in seconds to match excess solar generation, allowing homeowners to mine Bitcoin with electricity that would otherwise be exported to the grid at low rates or curtailed.
The system can scale up to 9kW across three miners, with Mujina allowing power adjustments without restarting the mining process.
Pre-orders are open in Switzerland and the EU, with plans for a future US launch.
Sterling Lee retweeted
reminder, if you got hacked: sucks to be sure, but it’s just money. you can get it back
there are things that didn’t happen to you yesterday - things that you would have willingly given it all up for, but all the money in the world could not have reversed
those things - brain tumors, aneurysms, heart attacks, car accidents, murders by career criminals that a leftist DA let out of prison - happened to other people who would give everything to be you right now
even though it doesn’t feel like it right now: you’re lucky. you can make it all back.
so strap the fuck in, dig deep, and be thankful that the only thing you lost is something you can get back
and as luck would have it, it’s on sale right now for 50% off
Sterling Lee retweeted
Television reporter Dick Carlson outs tennis player Renee Richards as Richard Raskind, a male who underwent a sex change last year to become a woman, and who is now vying to compete in next year’s U.S. Open tournament.
Carlson argues that Richards is a male, and that Richards competing in a women’s tournament could endanger the level of competition for future generations such as his son, Tucker.
Sterling Lee retweeted
Replying to @Motor1com
I don't think it's meant to go anyway near a highway but as a town runabout yeah it could be fun, also 12 of these in a closed track with turtle shells and bananas
Sterling Lee retweeted
I'm telling everyone who asks here in France that I'm from Texas.
European wine snobs love to turn up their noses at American wine, but they conveniently forget that their precious vineyards would be literal dirt if Central Texas hadn't bailed them out. Back in the 1800s, a nasty root-eating bug pushed the French wine industry to the brink of total extinction until they came begging the Lone Star State for help. Today, a whopping 80% to 90% of all grapevines in France are physically spliced onto the rugged, subterranean roots of the stubborn Central Texas Mustang Grape. Because those nasty bugs are still chilling in the European soil today, French grapes cannot survive on their own. Every single bottle of overpriced French wine you buy is a total hybrid—delicate European fruit up top, riding piggyback on a tough-as-nails Texan bodyguard down below.
The French really ought to be writing "thank you" notes to the rocky, sun-baked hills of Central Texas every single day. While roots from other states withered and quit, those Central Texas vines had spent centuries surviving brutal droughts and limestone dirt, making them completely immune to the bugs. In 1887, thousands of rugged Central Texas cuttings were shipped across the pond, and French farmers had to slice open their fancy vines and glue them onto Texas muscle just to keep from going belly up.
Sterling Lee retweeted
Over at Substack, @JoshEakle asks: "It's 2026, and I have yet to see an anti-almond farm protest."
A 5-gallon water cooler jug of water produces about $132 in economic output from data centers, but only about 2 cents from almonds.








































