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Actual Computer CEO Tom Lynch explains why data centers alone can't keep up with exploding AI inference demand: "In order to meet demand, in order to keep the curve going of how many tokens people want, you have to plug them in locally. You have to do both. You... have to have the data center, and you have to start putting computers in places where electricity is already accessible on the grid." "We are in a place where putting up a new data center, if you want a gigawatt on a new data center, the quote's like a billion-plus dollars now. And your timeline, you're looking at like 2031, 2032 to get your stuff up." "We're running into problems where getting that much electricity, that much power in one concentrated location, is so difficult that we can't do it enough to meet demand, and that we're going to have to do both to meet demand." Actual Computershow more

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Sen. Husted blames his constituents for record number of data centers in Ohio: "We just have to realize we're in this world in which we've created the demand. We the people have created the demand for these data centers because we use all of these digital products that it processes, and if we don't want them, then don't use them. I mean, you can go back to the bunny ear antenna on your TV, you don't need a data center. But if you're connected to a wire, you're using the data center. So, understand, when we look in the mirror, we are the problem."

Sen. Husted blames his constituents for record number of data centers in Ohio: "We just have to realize we're in this world in which we've created the demand. We the people have created the demand for these data centers because we use all of these digital products that it processes, and if we don't want them, then don't use them. I mean, you can go back to the bunny ear antenna on your TV, you don't need a data center. But if you're connected to a wire, you're using the data center. So, understand, when we look in the mirror, we are the problem."

Aaron Rupar

68,323 görüntüleme • 1 ay önce

🚨 JUST IN: JD Vance helps to clarify President Trump's stance on data centers, highlighting his desire for data centers to put power BACK into the grid "I think probably 99% of the backlash to data centers has come in areas where building a data center means higher utility and higher electricity for the people on the ground." "If you build a data center, you should be putting power back into the grid, not taking it out, and if that is happening, I don't think the data centers are that controversial."

🚨 JUST IN: JD Vance helps to clarify President Trump's stance on data centers, highlighting his desire for data centers to put power BACK into the grid "I think probably 99% of the backlash to data centers has come in areas where building a data center means higher utility and higher electricity for the people on the ground." "If you build a data center, you should be putting power back into the grid, not taking it out, and if that is happening, I don't think the data centers are that controversial."

Nick Sortor

217,808 görüntüleme • 13 gün önce

James Fishback says Byron Donalds is LYING about data centers! Says this has nothing to do with China and it’s all about GREED. “There are 4,200 data centers in the United States. There are 470 in China. We've already won the AI war. My grandfather was a computer science major at Florida Atlantic University about 30 minutes south of here in Boca. And he would tell you that in the 1970s and 80s, computers were the size of Costco warehouses and now those same computers fit in our pocket. Why are we building an AI data center that in five years is going to be obsolete, is going to be one one hundredth of the size. And so I fear it's because a lot of the big land developers want to buy up cheap land, flip it for the next AI data center. So it's a greedy thing. It's a greed thing. And I don't want that to happen in our state because you know what? If you buy something and you screw up, you can return it. You could sell it. If you pave over citrus groves or the Everglades or a wetlands to build the data center, you cannot easily undo that. And so I don't want our farmers, I don't want our rural towns to be run roughshod over. My opponent, Byron Donalds, will say, well, what about the AI data center? Don't they have property rights? And I would say to him, what about the property rights of the people who live a hundred feet from the data center? Where there is EMF, where there is audible noise pollution, where there is the potential even for small radioactive waves? What happens in that case? Do they not have property rights? They don't have to live next to something like that.”

James Fishback says Byron Donalds is LYING about data centers! Says this has nothing to do with China and it’s all about GREED. “There are 4,200 data centers in the United States. There are 470 in China. We've already won the AI war. My grandfather was a computer science major at Florida Atlantic University about 30 minutes south of here in Boca. And he would tell you that in the 1970s and 80s, computers were the size of Costco warehouses and now those same computers fit in our pocket. Why are we building an AI data center that in five years is going to be obsolete, is going to be one one hundredth of the size. And so I fear it's because a lot of the big land developers want to buy up cheap land, flip it for the next AI data center. So it's a greedy thing. It's a greed thing. And I don't want that to happen in our state because you know what? If you buy something and you screw up, you can return it. You could sell it. If you pave over citrus groves or the Everglades or a wetlands to build the data center, you cannot easily undo that. And so I don't want our farmers, I don't want our rural towns to be run roughshod over. My opponent, Byron Donalds, will say, well, what about the AI data center? Don't they have property rights? And I would say to him, what about the property rights of the people who live a hundred feet from the data center? Where there is EMF, where there is audible noise pollution, where there is the potential even for small radioactive waves? What happens in that case? Do they not have property rights? They don't have to live next to something like that.”

Chris Nelson 🏝️🇺🇸

27,295 görüntüleme • 1 ay önce

🚨Byron Donalds says Floridians should EMBRACE data centers. “You're going to have data centers. We need to embrace that, not run away from that. We have actual land in our state that is still pristine, available to use. We can build up that stuff. I would rather build a data center in one of these deals or probably FOUR data centers.”

🚨Byron Donalds says Floridians should EMBRACE data centers. “You're going to have data centers. We need to embrace that, not run away from that. We have actual land in our state that is still pristine, available to use. We can build up that stuff. I would rather build a data center in one of these deals or probably FOUR data centers.”

Chris Nelson 🏝️🇺🇸

31,664 görüntüleme • 1 ay önce

Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Acyn

494,248 görüntüleme • 8 ay önce

🚨 PRESIDENT TRUMP JUST DROPPED THIS: "If you want poverty, crime, and squalor, I would say don't approve data centers. You have your choice." "If you want to get rich as a state or as a town, and if you want to pay lower taxes, if you want to create tremendous wealth, if you want your house to be more valuable and everything else, you're going to want a data center." "They're actually taking their excess energy and they're building some incredible plants along with the building." "So they're building their own generation plant and the excess is going back into the grid. So we're actually making money on that. It's going to bring energy costs down." "So I'm all for people approving them or not. But if you look at places that have really gotten wealthy and rich and lower taxes, and it's where properly approved data centers have been allowed to go up." "Now, if they don't approve them, there's a lot of places that want them."

🚨 PRESIDENT TRUMP JUST DROPPED THIS: "If you want poverty, crime, and squalor, I would say don't approve data centers. You have your choice." "If you want to get rich as a state or as a town, and if you want to pay lower taxes, if you want to create tremendous wealth, if you want your house to be more valuable and everything else, you're going to want a data center." "They're actually taking their excess energy and they're building some incredible plants along with the building." "So they're building their own generation plant and the excess is going back into the grid. So we're actually making money on that. It's going to bring energy costs down." "So I'm all for people approving them or not. But if you look at places that have really gotten wealthy and rich and lower taxes, and it's where properly approved data centers have been allowed to go up." "Now, if they don't approve them, there's a lot of places that want them."

Eric Daugherty

40,449 görüntüleme • 9 gün önce

The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

Amy

19,909 görüntüleme • 6 ay önce

"To any governors or state legislators out there, I don't know what the point of building up so much political capital is if you're not willing to use it in this particular moment. We cannot unilaterally disarm. So if you are in a position where you have the power to redraw your maps... if you have the ability to step up and meet this moment with the urgency that it deserves, I'm calling on you to do exactly what we're doing in California and to fight fire with fire." h/t Elex Michaelson

"To any governors or state legislators out there, I don't know what the point of building up so much political capital is if you're not willing to use it in this particular moment. We cannot unilaterally disarm. So if you are in a position where you have the power to redraw your maps... if you have the ability to step up and meet this moment with the urgency that it deserves, I'm calling on you to do exactly what we're doing in California and to fight fire with fire." h/t Elex Michaelson

Brian Tyler Cohen

102,367 görüntüleme • 10 ay önce

Premier of Manitoba in Canada Wab Kinew says the quiet part out loud He’s rejecting data center projects because the real reason behind them is “surveillance capitalism” “We're not gonna move ahead with the data centre — I reject the idea that we have to be slaves to surveillance capitalism in order to participate in the modern economy” “So the message to any company out there should be, if you wanna have a thoughtful, human-centered approach to technology, come to Manitoba 'cause that's what we're interested in” This really should make you wonder about all the thousands of data centers being rapidly put up in America. You don’t need that many data centers for AI… The surveillance state is being built, right now I show in the video there are already hundreds of hyper scale data centers in America where they are either dedicated to, or a portion of them is dedicated to, surveillance of American for things like purchases It’s already happening

Premier of Manitoba in Canada Wab Kinew says the quiet part out loud He’s rejecting data center projects because the real reason behind them is “surveillance capitalism” “We're not gonna move ahead with the data centre — I reject the idea that we have to be slaves to surveillance capitalism in order to participate in the modern economy” “So the message to any company out there should be, if you wanna have a thoughtful, human-centered approach to technology, come to Manitoba 'cause that's what we're interested in” This really should make you wonder about all the thousands of data centers being rapidly put up in America. You don’t need that many data centers for AI… The surveillance state is being built, right now I show in the video there are already hundreds of hyper scale data centers in America where they are either dedicated to, or a portion of them is dedicated to, surveillance of American for things like purchases It’s already happening

Wall Street Apes

31,385 görüntüleme • 2 ay önce

Why it is BS that we are in an AI infra bubble... "We can't build data centers fast enough to keep up with demand. We're not building ahead of demand. We're building behind demand. We are trying to keep up with demand, not the other way around." Andrew Feldman What does no one know that everyone should know when it comes to AI infra spending? Brad Gerstner Gavin Baker Nathan Benaich mmurph Alexander Embiricos

Why it is BS that we are in an AI infra bubble... "We can't build data centers fast enough to keep up with demand. We're not building ahead of demand. We're building behind demand. We are trying to keep up with demand, not the other way around." Andrew Feldman What does no one know that everyone should know when it comes to AI infra spending? Brad Gerstner Gavin Baker Nathan Benaich mmurph Alexander Embiricos

Harry Stebbings

10,184 görüntüleme • 3 ay önce

Benedict Evans says infinite demand for tokens does not guarantee pricing power: "Right now, we're in this period of extreme disequilibrium of supply and demand and price and CapEx and capacity. But just because demand for tokens is infinite, that doesn't mean that you can't get to a different price equilibrium." "That's what happened with mobile data. Demand for bits is infinite. It's grown 1500, 2000x in the last fifteen years. But you still got to a supply and demand price equilibrium, and you still got a murderous price war between telcos in most parts of the world." "We're in this extreme scarcity, and then we have a pricing system, and we have a free market, and we have a surge of CapEx and like a trillion dollars of CapEx. So those multiples are going to move around. And then what?" Benedict Evans with Erik Torenberg

Benedict Evans says infinite demand for tokens does not guarantee pricing power: "Right now, we're in this period of extreme disequilibrium of supply and demand and price and CapEx and capacity. But just because demand for tokens is infinite, that doesn't mean that you can't get to a different price equilibrium." "That's what happened with mobile data. Demand for bits is infinite. It's grown 1500, 2000x in the last fifteen years. But you still got to a supply and demand price equilibrium, and you still got a murderous price war between telcos in most parts of the world." "We're in this extreme scarcity, and then we have a pricing system, and we have a free market, and we have a surge of CapEx and like a trillion dollars of CapEx. So those multiples are going to move around. And then what?" Benedict Evans with Erik Torenberg

a16z

39,810 görüntüleme • 3 ay önce

David Sacks Calls Out Dario’s Contradictions on AI & Data Centers David Sacks: “Dario actually made this argument in the context of trying to ban export of chips, and the argument was that we want to have a data center full of geniuses in the US, and that eventually what AI's going to be used for is you're going to be able to create all these agents that are basically Nobel Prize-winning level scientists. And if we have thousands or millions of those, and China has only dozens or 100, whatever, then we're going to win everything. And that was the whole argument. But now we're basically banning the data centers. We're not going to have those data centers full of geniuses, and he's done his best to restrict the sale of chips to our allies as well. So I guess our allies aren't going to have the data centers either. So we are totally shooting ourselves in the foot, and probably it would be a good thing if Dario really does believe in the data centers full of geniuses idea that he was arguing for last year, he should come forward and say, ‘We're making a big mistake by over-regulating data centers, here's how we should do it.’ I haven't heard him step up in that way, and it makes you kind of question, do you only fight for the doomer side of the argument, or are there versions of the positive side that you're willing to fight for politically?”

David Sacks Calls Out Dario’s Contradictions on AI & Data Centers David Sacks: “Dario actually made this argument in the context of trying to ban export of chips, and the argument was that we want to have a data center full of geniuses in the US, and that eventually what AI's going to be used for is you're going to be able to create all these agents that are basically Nobel Prize-winning level scientists. And if we have thousands or millions of those, and China has only dozens or 100, whatever, then we're going to win everything. And that was the whole argument. But now we're basically banning the data centers. We're not going to have those data centers full of geniuses, and he's done his best to restrict the sale of chips to our allies as well. So I guess our allies aren't going to have the data centers either. So we are totally shooting ourselves in the foot, and probably it would be a good thing if Dario really does believe in the data centers full of geniuses idea that he was arguing for last year, he should come forward and say, ‘We're making a big mistake by over-regulating data centers, here's how we should do it.’ I haven't heard him step up in that way, and it makes you kind of question, do you only fight for the doomer side of the argument, or are there versions of the positive side that you're willing to fight for politically?”

The All-In Podcast

63,989 görüntüleme • 22 gün önce

SICKENING: AOC Just showed off the Georgia drinking water from Meta's AI Data Centers. Thank you Alexandria Ocasio-Cortez: "This is the current drinking water in Morgan County, Georgia. Right after a data center was constructed, the metadata center was constructed, the only difference between the clean water and this was that data center. I have another one as well. So this wasn't just one well, these wasn't just one family's situation. This is what the drinking water now looks like next to that data center. And I think both of us can agree that neither one of these things are drinkable. These families now have to ship, in a rural area, have to ship water to their house in order to cook and bathe themselves."

SICKENING: AOC Just showed off the Georgia drinking water from Meta's AI Data Centers. Thank you Alexandria Ocasio-Cortez: "This is the current drinking water in Morgan County, Georgia. Right after a data center was constructed, the metadata center was constructed, the only difference between the clean water and this was that data center. I have another one as well. So this wasn't just one well, these wasn't just one family's situation. This is what the drinking water now looks like next to that data center. And I think both of us can agree that neither one of these things are drinkable. These families now have to ship, in a rural area, have to ship water to their house in order to cook and bathe themselves."

Brian Krassenstein

1,980,511 görüntüleme • 3 ay önce

🚨Governor DeSantis says he is about to sign legislation that will effectively BLOCK hyperscale AI data centers from coming to Florida! “They come in and these big tech companies are building these massive data centers that take up as much power as a city of half a million people. Well guess what? Supply and demand. Do you think your electricity rates go up when that happens? Yes, it does. So this would BLOCK that basically. No rate payer should have to pay ONE RED CENT because of big tech and we'll be one of the first states to do it!”

🚨Governor DeSantis says he is about to sign legislation that will effectively BLOCK hyperscale AI data centers from coming to Florida! “They come in and these big tech companies are building these massive data centers that take up as much power as a city of half a million people. Well guess what? Supply and demand. Do you think your electricity rates go up when that happens? Yes, it does. So this would BLOCK that basically. No rate payer should have to pay ONE RED CENT because of big tech and we'll be one of the first states to do it!”

Chris Nelson 🏝️🇺🇸

88,417 görüntüleme • 6 ay önce

Hasan Piker convinces three voters in Denver driving by to vote for Melat Kiros before polls close at 7PM "What do you guys think about the data center that just popped up over here?" "Yeah! That random one? We hate it!" "Alright listen, Diana DeGette, who's represented this district for 30 years in congress, is saying nothing about the data centers because she's in the pocket of corporations. Melat Kiros is gonna fight back with a data center moratorium. She wants to put a stop to these data centers being getting popped up left and right. You guys are stuck between a data center and a Purina factory and that's not good for these little guys back there." "It's poison, yeah." "Do you have a ballot in your house right now?" "I have three."

Hasan Piker convinces three voters in Denver driving by to vote for Melat Kiros before polls close at 7PM "What do you guys think about the data center that just popped up over here?" "Yeah! That random one? We hate it!" "Alright listen, Diana DeGette, who's represented this district for 30 years in congress, is saying nothing about the data centers because she's in the pocket of corporations. Melat Kiros is gonna fight back with a data center moratorium. She wants to put a stop to these data centers being getting popped up left and right. You guys are stuck between a data center and a Purina factory and that's not good for these little guys back there." "It's poison, yeah." "Do you have a ballot in your house right now?" "I have three."

Popstonox

1,049,886 görüntüleme • 2 ay önce

🇺🇸🇻🇪 TRUMP: THEY TOOK VENEZUELA AWAY, YOU CAN'T DO THAT WITH ME "We have to do one thing in Venezuela, bring it back. It's a dead country right now. It's a country that, frankly, we would have been if I had lost the election, we would have been a dead country. We would have been Venezuela on steroids. Venezuela right now is a dead country. We have to bring it back. And we're going to have to have big investments by the oil companies to bring back the infrastructure. And the oil companies are ready to go. They're going to go in. They're going to rebuild the infrastructure. You know, we built it to start off with many years ago. They took it away. You can't do that. You can't do that with me." Source: The White House

🇺🇸🇻🇪 TRUMP: THEY TOOK VENEZUELA AWAY, YOU CAN'T DO THAT WITH ME "We have to do one thing in Venezuela, bring it back. It's a dead country right now. It's a country that, frankly, we would have been if I had lost the election, we would have been a dead country. We would have been Venezuela on steroids. Venezuela right now is a dead country. We have to bring it back. And we're going to have to have big investments by the oil companies to bring back the infrastructure. And the oil companies are ready to go. They're going to go in. They're going to rebuild the infrastructure. You know, we built it to start off with many years ago. They took it away. You can't do that. You can't do that with me." Source: The White House

Mario Nawfal

96,028 görüntüleme • 8 ay önce

Perplexity CEO Aravind Srinivas on the biggest threat to the data center industry: It's not competition. It's not regulation. It's decentralisation. "The biggest threat to a data center is if the intelligence can be packed locally on a chip that's running on the device and then there's no need to inference all of it on like one centralized data center." He outlines how this could work in practice. Personalisation doesn't necessarily require on-device model training. Retrieval augmented generation, tool calls, and local data can already tailor AI to individual users. But the real unlock? Test time training. Aravind Srinivas describes a future where AI lives on your device, watches how you work and gradually automates your repetitive tasks. "Imagine we crack test time training where the AI watches tasks you repeatedly do on your local system, adapts to you over time and starts automating a lot of the things you do." The key insight: in this model, the intelligence belongs to you. It's your data, your device, your personalised AI brain. And if that future arrives, the economics of centralised infrastructure start to collapse. "That really disrupts the whole data center industry. It doesn't make sense to spend all this money, 500 billion, 5 trillion, whatever on building all the centralized data centers across the world that do a lot of the intelligence workloads for people." The companies spending trillions on centralised infrastructure may want to rethink where intelligence actually needs to live.

Perplexity CEO Aravind Srinivas on the biggest threat to the data center industry: It's not competition. It's not regulation. It's decentralisation. "The biggest threat to a data center is if the intelligence can be packed locally on a chip that's running on the device and then there's no need to inference all of it on like one centralized data center." He outlines how this could work in practice. Personalisation doesn't necessarily require on-device model training. Retrieval augmented generation, tool calls, and local data can already tailor AI to individual users. But the real unlock? Test time training. Aravind Srinivas describes a future where AI lives on your device, watches how you work and gradually automates your repetitive tasks. "Imagine we crack test time training where the AI watches tasks you repeatedly do on your local system, adapts to you over time and starts automating a lot of the things you do." The key insight: in this model, the intelligence belongs to you. It's your data, your device, your personalised AI brain. And if that future arrives, the economics of centralised infrastructure start to collapse. "That really disrupts the whole data center industry. It doesn't make sense to spend all this money, 500 billion, 5 trillion, whatever on building all the centralized data centers across the world that do a lot of the intelligence workloads for people." The companies spending trillions on centralised infrastructure may want to rethink where intelligence actually needs to live.

Big Brain AI

90,276 görüntüleme • 6 ay önce