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Post9:15 PM - Jan 17#151

framer wrote:AI is here to stay. Embrace the future or be left behind. 
Just because AI is here to stay does not mean the hundreds of data centers are here to stay lol. None of these companies even make money yet, the entire thing is based on the idea they will be making tons of money eventually. But there's no indication they'll be making that money anytime soon.

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Post10:03 PM - Jan 17#152

Can someone more tuned in to this sector please explain why the data center and its deep pockets don’t absorb the increased energy and water costs? Why are these passed on to the public when the data center should eat the increase demand? Is it impossible to establish a separate rate that accounts for the “data center effect”? Can we establish code or via board bill a system that protects the average consumer from the data center resource binge?

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Post5:44 AM - Jan 18#153

^I don't think it's anything special to the sector, it's just the way utilities and markets work. Data centers create increased demand. Utilities need to build plant to meet that demand. They spread that cost to all their rate payers. It's not precisely a free market, but in a free market when there's more demand and the supply stays the same, the price goes up. If the demand goes up more quickly the price goes up. It's not really rocket science here. If you want the data centers to pay for the increased capacity then they'll need to actually own their own generating equipment and be off the grid. But even then, it'll raise costs by raising the costs of fuel, materials, generators . . . At the end of the day, I think it's just that they increase the demand, and we can't easily use less in our houses, so we pay more for the same amount of energy. So quit it with the AI slop everybody. I'm tired of paying higher electricity bills. Just make your renders the old fashioned way; with love, labor, and dodgy photoshop skills. ;-)

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Post5:00 PM - Jan 18#154

StlAlex wrote:
9:15 PM - Jan 17
framer wrote:AI is here to stay. Embrace the future or be left behind. 
Just because AI is here to stay does not mean the hundreds of data centers are here to stay lol. None of these companies even make money yet, the entire thing is based on the idea they will be making tons of money eventually. But there's no indication they'll be making that money anytime soon.

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Even if one of the big players fails tomorrow. A competitor will scoop up their assets asap. It is not slowing down, if anything, it is speeding up.

Post7:08 PM - Jan 21#155

Jallen26 wrote:
Jun 13, 2025
An application was submitted for annexation into the City of St. Charles. This appears to be for a new data center campus adjacent to Park 370.

Six data centers and four small office buildings.

Data Center.png
Winding us all the way back to the beginning of the thread here, but this deal closed in December per CoStar. I assume that if accurate, then they plan to go back before the city at some point.

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Post7:29 PM - Jan 21#156

STL Magazine: Rural Missouri is quickly becoming a new battleground over data center development

Good article on the interests by data center developers on greenfield sites outside the Metro Area. A quote from the article grabbed my attention: 
“It’s obvious that they’re coming after the rural land—that’s all that’s left,” says Änna Farrar, who lives in Warrenton, the seat of Warren County and about an hour’s drive west of St. Louis. “They’ve planned out everything elsewhere, and they’re not leaving us alone to be rural anymore.” 
You know where there's a whole lot of land ready to be developed? That'd be ideal for data centers? That's right next to the central business district? 

The near East Side. All that undeveloped land owned largely by the railroads that has barely anyone living alongside it. No businesses other than rail lines. And these sites all have existing electrical infrastructure nearby. From the River to Route 3, north of the Dr. King Bridge to the Musial Bridge. Multiple square miles with only a grain terminal for barges, a facilities rental site, and one foods  manufacturer on Route 3. There's also East Carondelet, west of the rail yards in Dupo. There's also the edges of Washington Park, which I'm sure would be open to developments beyond strip clubs. So much of the East Side is owned by the major rail companies; I bet they'd be open to new business opportunities for existing sunk assets that are not generating any positive cash for themselves. 

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Post8:10 PM - Jan 21#157

^in response to the CBD note.... as long as leadership (Cara/Megan/BOA) work out the offset for energy/water and have backups if its not enough coverage... and can force additional options to the table if/when its not... I am hard pressed not to say, we should be open for business... 

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Post10:39 PM - Jan 21#158

IL will end up regulating the heck out of them. Expect MO and IN to get them built and feed into IL.

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Post12:12 AM - Jan 22#159


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Post12:42 AM - Jan 22#160

gone corporate wrote:
7:29 PM - Jan 21
STL Magazine: Rural Missouri is quickly becoming a new battleground over data center development

Good article on the interests by data center developers on greenfield sites outside the Metro Area. A quote from the article grabbed my attention: 
“It’s obvious that they’re coming after the rural land—that’s all that’s left,” says Änna Farrar, who lives in Warrenton, the seat of Warren County and about an hour’s drive west of St. Louis. “They’ve planned out everything elsewhere, and they’re not leaving us alone to be rural anymore.” 
You know where there's a whole lot of land ready to be developed? That'd be ideal for data centers? That's right next to the central business district? 

The near East Side. All that undeveloped land owned largely by the railroads that has barely anyone living alongside it. No businesses other than rail lines. And these sites all have existing electrical infrastructure nearby. From the River to Route 3, north of the Dr. King Bridge to the Musial Bridge. Multiple square miles with only a grain terminal for barges, a facilities rental site, and one foods  manufacturer on Route 3. There's also East Carondelet, west of the rail yards in Dupo. There's also the edges of Washington Park, which I'm sure would be open to developments beyond strip clubs. So much of the East Side is owned by the major rail companies; I bet they'd be open to new business opportunities for existing sunk assets that are not generating any positive cash for themselves. 
Cahokia Heights should assemble some land, court them with a 25% property tax abatement, TIF the rest and use the money to rebuild their sewer system.

Post12:46 AM - Jan 22#161

Note that many rural counties don't have zoning or building permits. Freedom and all.

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Post5:54 AM - Jan 22#162

AI is a bubble, and it's gonna pop soon.

Look no further than the MoM cancelations of data centers throughout the country - they just keep rising.

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Post12:18 AM - Jan 26#163

The Midcontinent Independent System Operator asked utilities to ask customers to conserve electricity due to high demand related to the storm. Why are new big data centers being contemplated in this area if we're so close to capacity? Who suffers the brownouts on the hottest day of the year?

KMOV - Ameren asks customers to reduce energy use amid high demand


https://www.firstalert4.com/2026/01/24/ ... gh-demand/

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Post1:27 PM - Jan 26#164

US Senator proposes bill permitting AI data centers to bypass federal power rules via off-grid energy infrastructure development 
https://www.datacenterdynamics.com/en/news/us-senator-proposes-bill-permitting-ai-data-centers-to-bypass-federal-power-rules-via-off-grid-energy-infrastructure-development/

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Post1:58 PM - Jan 26#165

So local then. Oh but if a muni enacts something, MOLeg can preempt it

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Post4:40 PM - Jan 26#166

In Georgia a state lawmaker has introduced a bill proposing what could become the first statewide moratorium on new datacenters in America.
https://www.theguardian.com/technology/2026/jan/26/georgia-datacenters-ai-ban

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Post7:05 PM - Jan 26#167

quincunx wrote:
12:18 AM - Jan 26
The Midcontinent Independent System Operator asked utilities to ask customers to conserve electricity due to high demand related to the storm. Why are new big data centers being contemplated in this area if we're so close to capacity? Who suffers the brownouts on the hottest day of the year?

KMOV - Ameren asks customers to reduce energy use amid high demand


https://www.firstalert4.com/2026/01/24/ ... gh-demand/
We as a country have been adding capacity to meet demand since the day that electrical lines were first strung to residents and businesses.  Obviously not smoothly and or consistently but none the less it does happen.  In addition, more and more of these data centers have been adding independent power sources, mostly generators, on site as well.   Those who figure out how to add more capacity sooner will see the most investment IMO

At end of day, I still think most of the larger data centers proposed for midwest or say for midcontinental will be between Dakotas and Texas where you got abundant natural gas up north or down south and abundant wind generation in between just by reading what i see in the construction industry.  Heck, ND is going to pay someone to build a natural gas pipeline from Western oil/natural gas fields to Eastern ND/Fargo region which I assume will be for benefit of data centers.    So I think MO will see limited data center investment because MO wants to kill the Grain Belt Express bringing in cheap wind generated capacity and or Ameren not making the needed investment/or at least secure the deals needed to investment or cut a deal to provide the feedstock (say natural gas line to a private on site power plant).

In the meantime, IL Metro east proposal probably has a better chance of coming together considering you could argue that Southern Illinois coal mine/power plants will provide the juice in a region of lackluster growth/demand growth.   

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Post7:46 PM - Jan 26#168

@dredger Funny you should say all that when you did... 

STL Biz Journal: Developer proposes 3 linked data centers in Metro East

A company is looking to build three data centers in Metro East, which could all be linked for one project.

The data center development firm, Cloverleaf Infrastructure, has been working on projects in the Midwest, especially in states that receive more of their energy from renewable sources, and is eyeing a series of sites on the Illinois side of the St. Louis region. 

The firm has publicly named one site it's hoping to build in Troy, Illinois, but it is also exploring undisclosed property on the Route 3 industrial corridor in Granite City. Cloverleaf is working on two more possible sites as part of the project: one at an unnamed location in Madison County and one at an unnamed site in St. Clair County, said Jeff Lake, development principal of Cloverleaf.
IL is getting this in part because of their investments into renewable energy generation. Go figure. 

Meanwhile, I'm hopeful this is part of a series of data center developments on the East Side, especially along Route 3. Solid revenue opportunities, minimally residential ancillary to the development sites, and directly proximate to Downtown STL. 

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Post8:06 PM - Jan 26#169

We now have a fed government hostile to new solar and wind power generation capacity sadly. Onsite fossil fuel power generation is a deal beaker for me. It should be for the datacenter builders too. Natural gas price volatility oh my! I would have thought the personal property tax would be a problem for building data centers in MO. 

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Post9:56 PM - Jan 26#170

Once I heard these drone at 60 decibels and surge to 100+ I think you have to keep them in industrial areas. 

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Post5:50 PM - Jan 27#171

quincunx wrote:
8:06 PM - Jan 26
We now have a fed government hostile to new solar and wind power generation capacity sadly. Onsite fossil fuel power generation is a deal beaker for me. It should be for the datacenter builders too. Natural gas price volatility oh my! I would have thought the personal property tax would be a problem for building data centers in MO. 
Definitely agree on Natural Gas price volatility is here and even more so going forward.  I can't imagine it will get any better between increasing export capacity, increase industrial/data center demand and competing heating with climate fluctuations.   Went from 80s in North Texas over the holidays to a nice little snow/ice storm this weekend.  Ironically, Biden Admin should have argued the pause on new LNG export terminal permits was  an America First price stability policy.      

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Post1:35 PM - Jan 28#172

       Data centers are facing an image problem. The tech industry is spending millions to rebrand them.
Through television ads and online campaigns, industry-backed groups are promising jobs, clean energy, and lower electricity bills.
https://urbanstl.com/data-centers-t12501-s150.html#p410651
Behind the Curtain: Anthropic's warning to the world
https://www.axios.com/2026/01/26/anthropic-ai-dario-amodei-humanity

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Post2:40 PM - Jan 28#173

They're probably spending more on lobbyists.

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Post9:54 PM - Jan 28#174

I just don't see data center spending slowing anytime soon whether it is a good idea, bad idea and or simply making the bubble bigger depending on your opinion.   A couple earnings report headlines from tech companies.   The companies with cash are still  spending on AI. Finally a link from Constructconnect on top ten construction starts with 6 out of 10 either data or energy plants.  Construction right now is really limited to specific sectors 

https://www.wsj.com/business/earnings/m ... _lead_pos4

Meta META -0.63%decrease; red down pointing triangle Platforms reported record sales in the fourth quarter and a massive increase in projected 2026 spending, a sign the company has no plans to slow down an ambitious AI expansion.

Shares rose in after-hours trading. The company said capital spending would reach up to $135 billion in 2026, about 20% higher than Wall Street expectations and nearly double last year’s investment level.44

https://www.wsj.com/tech/ai/microsofts- ... _lead_pos5

Microsoft MSFT 0.22%increase; green up pointing triangle, one of the biggest winners of the artificial-intelligence boom, showed Wednesday how its new deal with OpenAI is paying off, while its overall cloud-computing business keeps growing.

The company posted revenue of $81.3 billion for its second fiscal quarter, topping expectations. The company’s closely watched Azure cloud business grew by 39%, matching Wall Street estimates.

https://news.constructconnect.com/top-1 ... ember-2025

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Post8:36 PM - Jan 29#175

any caves/mines in the region?
In Finland, something extraordinary is happening beneath the surface—literally. While most countries struggle to cool energy-hungry data centers or burn fuel to heat homes during harsh winters, Finland has found a brilliant way to solve both problems at once. The country is now heating entire cities using waste heat from underground data centers built inside old bomb shelters and abandoned mines.
https://delmergroup.com/en-us/blogs/news/finland-is-heating-entire-cities-using-waste-heat-from-underground-data-centers-a-sustainability-masterclass

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