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As data centers push US electricity demand toward a projected 20% increase over the next decade, one overlooked power source is getting a second look: geothermal. Wall Street Week has more

Bloomberg

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Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

Matt Allen

10,417 görüntüleme • 1 ay önce

Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV

Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV

Shay Boloor

837,641 görüntüleme • 9 ay önce

$AMZN CEO: “There is a power shortage in the US” Grid connection wait times for AI data centers are now stretching years while transformer shortages continue worsening Companies securing power today are positioning themselves for the next decade of AI infrastructure demand

$AMZN CEO: “There is a power shortage in the US” Grid connection wait times for AI data centers are now stretching years while transformer shortages continue worsening Companies securing power today are positioning themselves for the next decade of AI infrastructure demand

Matt Allen

134,318 görüntüleme • 2 ay önce

The AI power boom has just begun. 🔌⚡️ As data centers multiply, Sector Head Max Cook outlines three paths to meet the soaring demand for electricity. Watch below and read more:

The AI power boom has just begun. 🔌⚡️ As data centers multiply, Sector Head Max Cook outlines three paths to meet the soaring demand for electricity. Watch below and read more:

COATUE

93,132 görüntüleme • 7 ay önce

🚨WATCH: The push for green energy is running head first into the push for data centers. Spotsylvania County, Virginia is home to the largest solar panel development east of the Rockies. But despite its large 6,300+ acre footprint, it doesn’t provide enough power for one large data center complex in Loudoun County. Loudoun County has more than 200 data centers, and Virginia has more than 600 data centers. More data centers are on the way.

🚨WATCH: The push for green energy is running head first into the push for data centers. Spotsylvania County, Virginia is home to the largest solar panel development east of the Rockies. But despite its large 6,300+ acre footprint, it doesn’t provide enough power for one large data center complex in Loudoun County. Loudoun County has more than 200 data centers, and Virginia has more than 600 data centers. More data centers are on the way.

Nick Minock

161,609 görüntüleme • 8 gün önce

Billionaire Kevin O’Leary says the US has to build these massive data centers to compete with China but it is a big lie. The US already has 5,381 data centers which is 12 times more than China’s 449. In fact, the US has more data centers than nearly every other nation combined.

Billionaire Kevin O’Leary says the US has to build these massive data centers to compete with China but it is a big lie. The US already has 5,381 data centers which is 12 times more than China’s 449. In fact, the US has more data centers than nearly every other nation combined.

Power to the People ☭🕊

533,186 görüntüleme • 2 ay önce

Data centers play a critical role in our lives. But AI has turbocharged the need for bigger data centers, putting a growing demand on the existing power grid. So what happens when the digital backbone of our lives needs more power than the world can offer?

Data centers play a critical role in our lives. But AI has turbocharged the need for bigger data centers, putting a growing demand on the existing power grid. So what happens when the digital backbone of our lives needs more power than the world can offer?

Bloomberg

35,390 görüntüleme • 1 yıl önce

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

Wall Street Apes

57,720 görüntüleme • 1 ay önce

Tucker Carlson warns AI data centers are HORDING ELECTRICITY— towns & cities may soon have NO POWER LEFT for RESIDENTS 'Every WATT we generate will have to go to a NEARBY DATA CENTER' 'Find a new source before the end of next year... THE MACHINES NEED IT' 'A little DYSTOPIAN?'

Tucker Carlson warns AI data centers are HORDING ELECTRICITY— towns & cities may soon have NO POWER LEFT for RESIDENTS 'Every WATT we generate will have to go to a NEARBY DATA CENTER' 'Find a new source before the end of next year... THE MACHINES NEED IT' 'A little DYSTOPIAN?'

RT

98,777 görüntüleme • 2 ay önce

In the last decade, Bitcoin has fallen 30%+ more than 20 times. Bitcoin has dropped 50% or more on 7 different occasions. Basically a Global Financial Crisis every year and a half for a decade. Wall Street is not used to that. I explained on Squawk Box this morning.

In the last decade, Bitcoin has fallen 30%+ more than 20 times. Bitcoin has dropped 50% or more on 7 different occasions. Basically a Global Financial Crisis every year and a half for a decade. Wall Street is not used to that. I explained on Squawk Box this morning.

Anthony Pompliano 🌪

187,367 görüntüleme • 7 ay önce

Texas is going from 40 Data Centers to over 400 in the next 2 years - Texas could use 30% of US data center power demand by 2028 - By 2030 the Texas data centers could use 161 billion gallons of water per year - The 400 data centers will use the equivalent of 9 million homes in energy usage every year I don’t want to EVER hear the words climate change ever again

Texas is going from 40 Data Centers to over 400 in the next 2 years - Texas could use 30% of US data center power demand by 2028 - By 2030 the Texas data centers could use 161 billion gallons of water per year - The 400 data centers will use the equivalent of 9 million homes in energy usage every year I don’t want to EVER hear the words climate change ever again

Wall Street Apes

156,397 görüntüleme • 2 ay önce

🚨 JUST IN: President Trump has just announced an agreement with tech companies REQUIRING THEM to fully cover the cost of increased electricity production required for their data centers This has been a HUGE worry of Americans worried about their electric bills spiking as more and more data centers are built, so Trump stepped in. Trump says the new electricity generated from plants built by big tech firms will actually DRIVE DOWN energy prices for consumers, as excess power will go back into the grid. "This is an HISTORIC win for countless American families and will also make our electricity grids stronger and more resilient than ever before." "They will be getting a lot of excess electricity for the data centers where they build their own plants." "It's actually going to mean the prices come DOWN."

🚨 JUST IN: President Trump has just announced an agreement with tech companies REQUIRING THEM to fully cover the cost of increased electricity production required for their data centers This has been a HUGE worry of Americans worried about their electric bills spiking as more and more data centers are built, so Trump stepped in. Trump says the new electricity generated from plants built by big tech firms will actually DRIVE DOWN energy prices for consumers, as excess power will go back into the grid. "This is an HISTORIC win for countless American families and will also make our electricity grids stronger and more resilient than ever before." "They will be getting a lot of excess electricity for the data centers where they build their own plants." "It's actually going to mean the prices come DOWN."

Nick Sortor

711,162 görüntüleme • 4 ay önce

China is our adversary. They are building more power than we are, and then using it to power data centers to advance both economic interests and of course military as well. We can’t let the Chinese beat us in AI. We’ve gotta build more data centers, we’ve gotta build more power. We’ve got a lot ahead of us here because they’re beating us on this. We cannot let this happen.

China is our adversary. They are building more power than we are, and then using it to power data centers to advance both economic interests and of course military as well. We can’t let the Chinese beat us in AI. We’ve gotta build more data centers, we’ve gotta build more power. We’ve got a lot ahead of us here because they’re beating us on this. We cannot let this happen.

Kevin O'Leary aka Mr. Wonderful

19,362 görüntüleme • 2 ay önce

🚨 TEACHERS WERE TOLD TO TURN OFF THE LIGHTS FOR AI DATA CENTERS — AND THE STUDENTS WERE LEFT IN THE DARK This is the future they promised? Loudoun County, Virginia... one of the biggest data center hubs on Earth, welcomed 37 data centers. Then the AI boom arrived. The servers came online. The power demand exploded. Now schools are reportedly being told to cut energy use. Turn off lights. Unplug electronics. Conserve wherever possible. The facilities consuming enormous amounts of electricity keep expanding. The classrooms are being told to use less. Officials say it's about rising energy costs. But that's not the question many people are asking. The question is why the burden always seems to fall on everyone else. The data centers get built. The power demand rises. The electricity bills go up. And somehow the teachers and students are the ones being asked to make sacrifices. They said AI would transform society. Maybe it already is. Because every year it feels like the same story. The data centers need more power. The data centers need more water. The data centers need more land. The data centers keep growing. And ordinary people are told to adapt. First they built the data centers. Now the schools are turning off the lights. Who should get the electricity first: students or AI servers?

🚨 TEACHERS WERE TOLD TO TURN OFF THE LIGHTS FOR AI DATA CENTERS — AND THE STUDENTS WERE LEFT IN THE DARK This is the future they promised? Loudoun County, Virginia... one of the biggest data center hubs on Earth, welcomed 37 data centers. Then the AI boom arrived. The servers came online. The power demand exploded. Now schools are reportedly being told to cut energy use. Turn off lights. Unplug electronics. Conserve wherever possible. The facilities consuming enormous amounts of electricity keep expanding. The classrooms are being told to use less. Officials say it's about rising energy costs. But that's not the question many people are asking. The question is why the burden always seems to fall on everyone else. The data centers get built. The power demand rises. The electricity bills go up. And somehow the teachers and students are the ones being asked to make sacrifices. They said AI would transform society. Maybe it already is. Because every year it feels like the same story. The data centers need more power. The data centers need more water. The data centers need more land. The data centers keep growing. And ordinary people are told to adapt. First they built the data centers. Now the schools are turning off the lights. Who should get the electricity first: students or AI servers?

HustleBitch

23,460 görüntüleme • 13 gün önce

The government has come up with a new term to target activists who oppose data centers: anti-tech violent extremism. The US has 5,381 data centers, which is 12 times more than China’s 449. The billionaires pushing data centers we don’t need or want are the real extremists here.

The government has come up with a new term to target activists who oppose data centers: anti-tech violent extremism. The US has 5,381 data centers, which is 12 times more than China’s 449. The billionaires pushing data centers we don’t need or want are the real extremists here.

Power to the People ☭🕊

61,594 görüntüleme • 1 ay önce

GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai

GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai

Mario Nawfal

459,614 görüntüleme • 7 ay önce

$Power is 5-7% of data center revenues. Some geothermal and nuclear stocks are trading at 50-70x earnings to supply it. Jim Chanos on iConnections: the AI halo has reached its furthest extension into alternative energy. The bull case is that data centers need power and there's a shortage. Chanos's counter: the US doesn't have a power shortage. It has a permitting bottleneck and turbine delivery delays. Both resolve in 2-3 years. When the permitting clears, the scarcity narrative collapses. And even if these companies win a power contract - power is 5-7% of a data center's revenues. Companies at 30-40x EBITDA for potentially supplying a fraction of a 5-7% cost line are priced for a constraint that is transient. Full breakdown of the alternative energy overhang: Source: iConnections -$

Power is 5-7% of data center revenues. Some geothermal and nuclear stocks are trading at 50-70x earnings to supply it. Jim Chanos on iConnections: the AI halo has reached its furthest extension into alternative energy. The bull case is that data centers need power and there's a shortage. Chanos's counter: the US doesn't have a power shortage. It has a permitting bottleneck and turbine delivery delays. Both resolve in 2-3 years. When the permitting clears, the scarcity narrative collapses. And even if these companies win a power contract - power is 5-7% of a data center's revenues. Companies at 30-40x EBITDA for potentially supplying a fraction of a 5-7% cost line are priced for a constraint that is transient. Full breakdown of the alternative energy overhang: Source: iConnections -

Podcast Alpha

74,347 görüntüleme • 29 gün önce

I asked President Trump about the importance of securing U.S. supply chains for rare earth minerals. He gave a very in depth response of where the country is at in the race for AI dominance. Data centers. Power grid. Electricity demand. It’s worth a listen.

I asked President Trump about the importance of securing U.S. supply chains for rare earth minerals. He gave a very in depth response of where the country is at in the race for AI dominance. Data centers. Power grid. Electricity demand. It’s worth a listen.

Daniel Baldwin

17,574 görüntüleme • 9 ay önce

Pennsylvania power bills going up December 1st. The increase is 800% ‌ Capacity price $29.50/ megawatt per day New Capacity price $270.35/ megawatt per day ‌ This is a 800% increase and customers will pay $2.18 billion dollars more ‌ Pittsburgh news says it’s due to data centers ‌ “The power bill is going up, maybe five of the most dreaded words ever. ‌ The increases are significant. ‌ So there's a company that makes sure there's enough electricity in the grid to match demand. ‌ — The company I just talked about, PJM, it does a capacity auction with the increase per megawatt day going from about 30 bucks to more than 270. That's an 800% increase, with customers like us paying nearly $2.2 billion more. ‌ There are two parts to your electric bill. There's the supply and the delivery charge. ‌ This increase impacts the supply charge. ‌ - Power company DLC will go up about 10%. - Power company WestPenn will go up about 6% - Delivery rate is staying the same - So your overall bill will go up about 3%. ‌ So why is this happening? Data centers, along with more connections, says FirstEnergy's Chris Hoenig”

Pennsylvania power bills going up December 1st. The increase is 800% ‌ Capacity price $29.50/ megawatt per day New Capacity price $270.35/ megawatt per day ‌ This is a 800% increase and customers will pay $2.18 billion dollars more ‌ Pittsburgh news says it’s due to data centers ‌ “The power bill is going up, maybe five of the most dreaded words ever. ‌ The increases are significant. ‌ So there's a company that makes sure there's enough electricity in the grid to match demand. ‌ — The company I just talked about, PJM, it does a capacity auction with the increase per megawatt day going from about 30 bucks to more than 270. That's an 800% increase, with customers like us paying nearly $2.2 billion more. ‌ There are two parts to your electric bill. There's the supply and the delivery charge. ‌ This increase impacts the supply charge. ‌ - Power company DLC will go up about 10%. - Power company WestPenn will go up about 6% - Delivery rate is staying the same - So your overall bill will go up about 3%. ‌ So why is this happening? Data centers, along with more connections, says FirstEnergy's Chris Hoenig”

Wall Street Apes

452,515 görüntüleme • 7 ay önce