AI Data center trade will never die because the government (NSA, CIA, FBI, etc.) can always buy up spare compute for AI mass surveillance

=== SUMMARY === - The post argues that AI data center demand will never collapse because the government can buy excess compute capacity for mass surveillance and proactive policing. - Author believes real-time computer vision across city cameras would require massive inference loads, creating an endless government-funded backstop for AI infrastructure. - Quality assessment: Speculation with a macro narrative; no financial data, earnings, or concrete procurement evidence to constitute well-researched DD. === SENTIMENT === BULLISH === TRADE IDEAS === SMH - LONG | confidence: 0.55 | sentiment: +0.7 Speaker: u/Both-Extension-2404 Thesis: 1. THE FACT: Author claims government agencies can step in to buy spare AI compute if commercial AI demand slows, driven by surveillance and crime-detection needs. 2. THE BRIDGE: Sustained government spending on AI inference/data centers would support semiconductor demand and AI infrastructure buildout. 3. THE VERDICT: Long SMH as a broad bet on AI compute demand being supported by government backstop. 4. RISKS: No actual procurement plans cited; government contract cycles are slow; surveillance spending could face political/legal resistance. Timeframe: long-term Key Points: - Gov backstop for AI compute demand - Mass surveillance needs huge inference compute - No hard evidence, just macro narrative - SMH long captures AI data center buildout - Risk: no concrete gov procurement plans