Sep. 20 at 6:16 AM
$SMCI SMCI
$DELL AI data centers don’t build themselves.
European diesel prices are near RECORD highs. Diesel powers the excavators, cranes, loaders, trucks, generators and logistics needed to physically construct these massive facilities.
S&P Global +1
Higher diesel = higher construction + transportation costs. If elevated prices and supply disruptions last months, projects can become more expensive and construction timelines can get pushed back.
And that's where it can eventually matter for
$SMCI and
$DELL.
If a data center isn't ready on schedule, operators may delay placing rack/server orders, postpone deliveries, reduce planned deployments, or—in a severe enough downturn—cancel planned capacity altogether.
Road to 35.
