I’m not particularly excited about construction on either of those but I will not pretend to have a fully formed opinion on “factory construction,” however one would define it. And either way it’s kind of immaterial to me, because 1) we are talking about data centers not factories and 2) what I’m seeing happen with the data centers being built has made me pretty against them so far: https://lailluminator.com/2025/11/22/meta-data-center-crashe...