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🇺🇸 BERNIE SANDERS SAYS AI DATA CENTERS COULD JACK UP BILLS AND WILL KILL YOUR JOB Bernie is pushing back on the rapid spread of massive AI data centers, arguing the damage is already showing up far from Silicon Valley. These facilities are not harmless buildings filled with computers....

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Mario Nawfal

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🚨 BERNIE SANDERS: “We are announcing legislation to impose a moratorium on the construction of new AI data centers until strong national safeguards are in place to ensure that AI is safe and effective.”
0:24

🚨 BERNIE SANDERS: “We are announcing legislation to impose a moratorium on the construction of new AI data centers until strong national safeguards are in place to ensure that AI is safe and effective.”

Chief Nerd

84,874 Aufrufe • vor 5 Monaten

Today President Trump obtained a pledge from America’s leading tech companies that new data centers would not increase electricity prices for residential consumers. These companies (including Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI) signed the “Ratepayer Protection Pledge” under which they agree to cover the costs of all new power generation required for their data centers, ensuring such costs are not passed onto American households. This is a much better approach to affordability than Bernie Sanders’ total ban on new data centers, which would halt the construction boom currently driving wage growth and job growth for blue-collar workers. In fact, the Ratepayer Protection Pledge will lower electricity prices when AI companies pay for grid upgrades and sell their excess power back to the grid. Since the beginning of his second term, President Trump has championed the idea of letting our leading AI companies become power companies, and now this idea is becoming a reality thanks to his leadership and the commitments of these strong American companies. The right approach to data centers is not to stop progress altogether, but rather to protect residential rate payers from price increases, while making it easier to stand up new power generation.
1:20

Today President Trump obtained a pledge from America’s leading tech companies that new data centers would not increase electricity prices for residential consumers. These companies (including Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI) signed the “Ratepayer Protection Pledge” under which they agree to cover the costs of all new power generation required for their data centers, ensuring such costs are not passed onto American households. This is a much better approach to affordability than Bernie Sanders’ total ban on new data centers, which would halt the construction boom currently driving wage growth and job growth for blue-collar workers. In fact, the Ratepayer Protection Pledge will lower electricity prices when AI companies pay for grid upgrades and sell their excess power back to the grid. Since the beginning of his second term, President Trump has championed the idea of letting our leading AI companies become power companies, and now this idea is becoming a reality thanks to his leadership and the commitments of these strong American companies. The right approach to data centers is not to stop progress altogether, but rather to protect residential rate payers from price increases, while making it easier to stand up new power generation.

David Sacks

1,163,859 Aufrufe • vor 5 Monaten

AOC: And what are they asking for now? Endless energy. These companies are so desperate to profit from the AI boom that they are racing to construct thousands of giant AI data centers, jacking up utility costs for everyday Americans to pay for them. These data centers power thousands of high-intensity computer chips that are processing constantly and require massive amounts of energy to operate. Just one hyperscale data center consumes the same amount of energy in one second as 100,000 households. Because of this massive energy use, power and water utility companies must build multibillion-dollar infrastructure to keep up with the demand.
1:31

AOC: And what are they asking for now? Endless energy. These companies are so desperate to profit from the AI boom that they are racing to construct thousands of giant AI data centers, jacking up utility costs for everyday Americans to pay for them. These data centers power thousands of high-intensity computer chips that are processing constantly and require massive amounts of energy to operate. Just one hyperscale data center consumes the same amount of energy in one second as 100,000 households. Because of this massive energy use, power and water utility companies must build multibillion-dollar infrastructure to keep up with the demand.

Acyn

35,659 Aufrufe • vor 5 Monaten

🇺🇸 CHARLIE KIRK LEGACY: BIBLE SALES ARE GROWING AND YOUNG AMERICANS ARE GOING BACK TO CHURCH America is trying to pull off a challenging combo move: beat everyone in the AI race and lower your electric bill at the same time. Sec. Howard Lutnick explains the Trump administration pitch to get 2 goals: more AI data centers and cheaper energy. If massive tech companies want to build power hungry data centers, they do not just take energy, they add energy too, according to Lutnick’s plan. That means more electricity on the grid, cheaper power nearby, and fewer locals feeling like big tech showed up, sucked resources dry, and left them with higher bills. AI growth, but with receipts. "If you're building a data center, you're 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 tech company builds a big data center. Win the AI race, but drive down electricity costs so the people who live near those data centers are winners too." Source: Howard Lutnick
0:41

🇺🇸 CHARLIE KIRK LEGACY: BIBLE SALES ARE GROWING AND YOUNG AMERICANS ARE GOING BACK TO CHURCH America is trying to pull off a challenging combo move: beat everyone in the AI race and lower your electric bill at the same time. Sec. Howard Lutnick explains the Trump administration pitch to get 2 goals: more AI data centers and cheaper energy. If massive tech companies want to build power hungry data centers, they do not just take energy, they add energy too, according to Lutnick’s plan. That means more electricity on the grid, cheaper power nearby, and fewer locals feeling like big tech showed up, sucked resources dry, and left them with higher bills. AI growth, but with receipts. "If you're building a data center, you're 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 tech company builds a big data center. Win the AI race, but drive down electricity costs so the people who live near those data centers are winners too." Source: Howard Lutnick

Mario Nawfal

13,831 Aufrufe • vor 8 Monaten

🚨 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?
1:37

🚨 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 Aufrufe • vor 1 Monat

Bill Gates warns that public concern over energy and job loss must be addressed. AI data centers use massive power, and communities are pushing back. To avoid backlash, he suggests building nuclear energy where it won’t raise local bills. He acknowledges AI will affect jobs in the long run and honesty about that is essential. Preparing wisely now is key to balancing innovation and public trust.
3:27

Bill Gates warns that public concern over energy and job loss must be addressed. AI data centers use massive power, and communities are pushing back. To avoid backlash, he suggests building nuclear energy where it won’t raise local bills. He acknowledges AI will affect jobs in the long run and honesty about that is essential. Preparing wisely now is key to balancing innovation and public trust.

Wes Roth

327,636 Aufrufe • vor 10 Monaten

🔥 David Sacks Says Trump’s New AI Pledge Could Lower Electric Bills for Americans “The President has said that he's committed to not allowing residential rates to go up as a result of data centers … What you're going to see is that it could actually bring down consumer prices because … when these data centers set up their own power and connect to the grid, they can give back the excess to the grid.”
2:06

🔥 David Sacks Says Trump’s New AI Pledge Could Lower Electric Bills for Americans “The President has said that he's committed to not allowing residential rates to go up as a result of data centers … What you're going to see is that it could actually bring down consumer prices because … when these data centers set up their own power and connect to the grid, they can give back the excess to the grid.”

Chief Nerd

41,519 Aufrufe • vor 6 Monaten

As AI systems rapidly expand, communities across America are seeing massive data centers suddenly appear near their neighborhoods. These facilities consume enormous amounts of electricity, water, land, and infrastructure resources, driving up utility costs, straining local housing markets, and changing the quality of life for families who have lived in these communities for generations. Big Tech companies promote these projects as innovation, while government officials increasingly frame them as national security infrastructure. When residents in Utah protested one proposed data center in their community, Kevin O’Leary dismissed them as “foreign agents,” further fueling frustration among locals who say their concerns are being ignored. Despite widespread opposition, local, state, and federal authorities continue pushing these projects forward. Many residents worry about long-term impacts on jobs, family stability, property values, farmland, water access, wildlife, and the broader ecosystem surrounding these rapidly expanding industrial sites. At the same time, questions are growing about whether this infrastructure is laying the foundation for a future built around digital ID systems, AI surveillance, and centralized technological control, while everyday citizens are left paying the economic and environmental costs. HealthRanger joins me to break it all down.
18:34

As AI systems rapidly expand, communities across America are seeing massive data centers suddenly appear near their neighborhoods. These facilities consume enormous amounts of electricity, water, land, and infrastructure resources, driving up utility costs, straining local housing markets, and changing the quality of life for families who have lived in these communities for generations. Big Tech companies promote these projects as innovation, while government officials increasingly frame them as national security infrastructure. When residents in Utah protested one proposed data center in their community, Kevin O’Leary dismissed them as “foreign agents,” further fueling frustration among locals who say their concerns are being ignored. Despite widespread opposition, local, state, and federal authorities continue pushing these projects forward. Many residents worry about long-term impacts on jobs, family stability, property values, farmland, water access, wildlife, and the broader ecosystem surrounding these rapidly expanding industrial sites. At the same time, questions are growing about whether this infrastructure is laying the foundation for a future built around digital ID systems, AI surveillance, and centralized technological control, while everyday citizens are left paying the economic and environmental costs. HealthRanger joins me to break it all down.

Ben Swann

56,802 Aufrufe • vor 3 Monaten

🚨 BOOM! BERNIE SANDERS CAUGHT COZYING UP TO CHINESE AI RESEARCHERS AS BEIJING RACES TO DOMINATE AMERICA! Critics are TORCHING the socialist senator after he announced he’s hosting a panel tonight on Capitol Hill with two Chinese AI researchers, right as the Trump administration warns we’re losing the AI arms race to Communist China. The panel includes professors from MIT, University of Montreal, and two Chinese universities pushing “international AI ethics and safety guidelines.” Republicans are NOT holding back. Congressman Harrigan hit the nail on the head: “China is aggressively locking down the most powerful AI assets and shutting American companies out. Bernie Sanders wants to hand them a seat at the table. Make that make sense.” Bernie’s excuse? America needs to “work with allies and adversaries” to worry about AI replacing millions of jobs and doomsday scenarios where it slips from human control. Are you kidding me?
1:04

🚨 BOOM! BERNIE SANDERS CAUGHT COZYING UP TO CHINESE AI RESEARCHERS AS BEIJING RACES TO DOMINATE AMERICA! Critics are TORCHING the socialist senator after he announced he’s hosting a panel tonight on Capitol Hill with two Chinese AI researchers, right as the Trump administration warns we’re losing the AI arms race to Communist China. The panel includes professors from MIT, University of Montreal, and two Chinese universities pushing “international AI ethics and safety guidelines.” Republicans are NOT holding back. Congressman Harrigan hit the nail on the head: “China is aggressively locking down the most powerful AI assets and shutting American companies out. Bernie Sanders wants to hand them a seat at the table. Make that make sense.” Bernie’s excuse? America needs to “work with allies and adversaries” to worry about AI replacing millions of jobs and doomsday scenarios where it slips from human control. Are you kidding me?

Gunther Eagleman™

24,761 Aufrufe • vor 4 Monaten

Erin Brockovich Warns AI Data Centers Are Draining America’s Water “Some data centers can use up to 30 million gallons of water. They’re utilizing water from the aquifers and municipal waters, so people with their own wells are reporting that their wells are running dry. They’re having to dig deeper because of these mass amounts of water that these data centers require to stay cool. People are reporting water disruptions, no water at all, low water pressure, discolored water, and utility bills going from $40 a month to $800 a month. The constant 24/7 humming and buzzing is literally driving them insane. When tens of thousands of people are experiencing the exact same thing from the exact same data centers, why are we not listening to them?” Erin Brockovich
12:47

Erin Brockovich Warns AI Data Centers Are Draining America’s Water “Some data centers can use up to 30 million gallons of water. They’re utilizing water from the aquifers and municipal waters, so people with their own wells are reporting that their wells are running dry. They’re having to dig deeper because of these mass amounts of water that these data centers require to stay cool. People are reporting water disruptions, no water at all, low water pressure, discolored water, and utility bills going from $40 a month to $800 a month. The constant 24/7 humming and buzzing is literally driving them insane. When tens of thousands of people are experiencing the exact same thing from the exact same data centers, why are we not listening to them?” Erin Brockovich

Shawn Ryan

207,262 Aufrufe • vor 1 Monat

Erin Brockovich is sounding the alarm on the impact data centers are having on rural communities' water supply. “These big data centers are coming into rural areas of farmland where a lot of people are on their own well water.” “They report a reduction in water pressure. Their water is just dripping into a bucket.” “They’re very concerned that they could lose their aquifers, and they could literally be out of water.” As AI drives a massive data center boom, many rural communities are raising concerns about depleted aquifers, falling water pressure, and growing strain on local water supplies. Rural families should not be forced to compete with massive corporations for access to clean water and other essential resources. Erin Brockovich
1:17

Erin Brockovich is sounding the alarm on the impact data centers are having on rural communities' water supply. “These big data centers are coming into rural areas of farmland where a lot of people are on their own well water.” “They report a reduction in water pressure. Their water is just dripping into a bucket.” “They’re very concerned that they could lose their aquifers, and they could literally be out of water.” As AI drives a massive data center boom, many rural communities are raising concerns about depleted aquifers, falling water pressure, and growing strain on local water supplies. Rural families should not be forced to compete with massive corporations for access to clean water and other essential resources. Erin Brockovich

Farm Action

11,701 Aufrufe • vor 2 Monaten

Investigation exposes the hidden cost of data centers, “It’s in your electric bill” “Companies like Amazon and META striking secret deals with utilities. It's all proprietary. It's all behind non-disclosure agreements and blacked out documents, and lobbying for a system that leaves all of us footing their bill” “The big problem is that we're all subsidizing the wealthiest corporations in the world in their pursuit of artificial intelligence.Americans' utility bills are rising while Big Tech's profits are going through the roof” “Everyday people covering the power costs of the data center build out.” “In 2025, the tech industry is expected to spend about $475 billion on data centers up 42% since last year. Today, data centers make up about 4% of US electricity demand. In just the next three years, that's expected to triple. The United States has never generated more electricity in our history than we are today.” “He explained to me that when utilities have to pay a higher capacity price, they pass it on to consumers in the form of supply charges. According to the PJM's independent monitor, data centers were responsible for 63% of last year's price increase. We saw customers with bills $900 over $1,000. It's unfathomable that they are having to pay higher rates to support wealthy corporations building data centers.” “The basic idea is that utility builds something and you socialize the costs to all of the ratepayers that have no choice but to take that utilities service. The cost of new infrastructure mostly shows up on another part of your electric bill, sometimes called delivery charges. Utility companies are allowed to set those charges high enough to recoup every dollar they spent building, plus a regulated rate of profit, usually around 10%. So this is a huge profit opportunity.” “Last year, a utility company in Louisiana proposed to spend $3 billion on a new power plant to meet electricity demand from a Meta data center. The full terms of its deal with Meta are secret, but redacted regulatory filings have revealed that the public is on the hook for Meta's power plant. Meta has signed a 15-year deal and it only obligates them to pay for about half of that $3 to $4 billion of infrastructure, which means that there's a big risk that everyone else in Louisiana will get stuck with the rest of that bill”
13:33

Investigation exposes the hidden cost of data centers, “It’s in your electric bill” “Companies like Amazon and META striking secret deals with utilities. It's all proprietary. It's all behind non-disclosure agreements and blacked out documents, and lobbying for a system that leaves all of us footing their bill” “The big problem is that we're all subsidizing the wealthiest corporations in the world in their pursuit of artificial intelligence.Americans' utility bills are rising while Big Tech's profits are going through the roof” “Everyday people covering the power costs of the data center build out.” “In 2025, the tech industry is expected to spend about $475 billion on data centers up 42% since last year. Today, data centers make up about 4% of US electricity demand. In just the next three years, that's expected to triple. The United States has never generated more electricity in our history than we are today.” “He explained to me that when utilities have to pay a higher capacity price, they pass it on to consumers in the form of supply charges. According to the PJM's independent monitor, data centers were responsible for 63% of last year's price increase. We saw customers with bills $900 over $1,000. It's unfathomable that they are having to pay higher rates to support wealthy corporations building data centers.” “The basic idea is that utility builds something and you socialize the costs to all of the ratepayers that have no choice but to take that utilities service. The cost of new infrastructure mostly shows up on another part of your electric bill, sometimes called delivery charges. Utility companies are allowed to set those charges high enough to recoup every dollar they spent building, plus a regulated rate of profit, usually around 10%. So this is a huge profit opportunity.” “Last year, a utility company in Louisiana proposed to spend $3 billion on a new power plant to meet electricity demand from a Meta data center. The full terms of its deal with Meta are secret, but redacted regulatory filings have revealed that the public is on the hook for Meta's power plant. Meta has signed a 15-year deal and it only obligates them to pay for about half of that $3 to $4 billion of infrastructure, which means that there's a big risk that everyone else in Louisiana will get stuck with the rest of that bill”

Wall Street Apes

138,820 Aufrufe • vor 1 Jahr

🚨THE ONE REAL CONCERN NO ONE IS TALKING ABOUT AI data centers are being forced into communities under the banner of “progress.” But one issue alone is enough for the people to protest: TONAL NOISE. That constant industrial hum. The low frequency vibration. The mechanical drone from fans, cooling systems, transformers, and generators running day and night. This is not “background noise.” This invades homes. It disrupts sleep. It agitates the nervous system. It destroys peace, property value, farm animal reproductive systems, and quality of life. There is a reason militaries have used sound and tonal noise as psychological torture. Now imagine that same kind of relentless noise embedded permanently in your community, serving Big Tech, AI, surveillance, and data harvesting. No tax incentive is worth that. No corporate promise is worth that. No county commission has the moral right to trade away the peace and health of the people for an AI data center deal. Tonal noise alone is enough. The people have every right to protest before the hum becomes permanent. Byron Donalds and Jay Collins are PRO AI DATA CENTERS. The ONLY Candidate standing up and saying HELL NO to these massive community impact projects is Paul Renner. Renner is a HARD PASS on AI Data Centers. Listen...here's why
3:51

🚨THE ONE REAL CONCERN NO ONE IS TALKING ABOUT AI data centers are being forced into communities under the banner of “progress.” But one issue alone is enough for the people to protest: TONAL NOISE. That constant industrial hum. The low frequency vibration. The mechanical drone from fans, cooling systems, transformers, and generators running day and night. This is not “background noise.” This invades homes. It disrupts sleep. It agitates the nervous system. It destroys peace, property value, farm animal reproductive systems, and quality of life. There is a reason militaries have used sound and tonal noise as psychological torture. Now imagine that same kind of relentless noise embedded permanently in your community, serving Big Tech, AI, surveillance, and data harvesting. No tax incentive is worth that. No corporate promise is worth that. No county commission has the moral right to trade away the peace and health of the people for an AI data center deal. Tonal noise alone is enough. The people have every right to protest before the hum becomes permanent. Byron Donalds and Jay Collins are PRO AI DATA CENTERS. The ONLY Candidate standing up and saying HELL NO to these massive community impact projects is Paul Renner. Renner is a HARD PASS on AI Data Centers. Listen...here's why

Ann Vandersteel™️

12,467 Aufrufe • vor 2 Monaten

This gentleman perfectly summed up what millions of Americans feel about these massive data centers 👏 Town meeting in a BARN with taxidermy on the wall…. Fighting to keep an AI/crypto mining data center out of their working-class NJ town. They DON’T want their towns destroyed for Big Tech. Residents are pushing back. They’re exposing the PILOT (Payment instead of Taxes) scheme that allows tech giants to dodge their fair share of taxes needed to support education. Meanwhile, the proposed data center will draw enough power to energize 40,000 homes and consume millions of gallons of water, placing additional strain on local resources without giving back. This issue extends beyond Andover; it's part of a broader national trend where Silicon Valley elites target small towns with promises of "jobs" and "growth" but leave behind debt and hardship. Communities from New Jersey to Texas are waking up, fighting back against billionaire-driven land grabs cloaked as "innovation." The time for polite town hall meetings has passed; now, we organize, resist, and reclaim our towns from the technocratic parasites exploiting our futures.
1:49

This gentleman perfectly summed up what millions of Americans feel about these massive data centers 👏 Town meeting in a BARN with taxidermy on the wall…. Fighting to keep an AI/crypto mining data center out of their working-class NJ town. They DON’T want their towns destroyed for Big Tech. Residents are pushing back. They’re exposing the PILOT (Payment instead of Taxes) scheme that allows tech giants to dodge their fair share of taxes needed to support education. Meanwhile, the proposed data center will draw enough power to energize 40,000 homes and consume millions of gallons of water, placing additional strain on local resources without giving back. This issue extends beyond Andover; it's part of a broader national trend where Silicon Valley elites target small towns with promises of "jobs" and "growth" but leave behind debt and hardship. Communities from New Jersey to Texas are waking up, fighting back against billionaire-driven land grabs cloaked as "innovation." The time for polite town hall meetings has passed; now, we organize, resist, and reclaim our towns from the technocratic parasites exploiting our futures.

Jessica Rojas 🇺🇸💪

16,340 Aufrufe • vor 3 Monaten

At the AI in America Summit, Garret Graves (R-LA), Co-Chair of the AI Infrastructure Coalition, pushed back on fears that AI will eliminate jobs. Pointing to research from Yale and the World Economic Forum, he argued that AI is already driving net job growth—particularly through data centers and new sectors—and could lead to higher wages and better opportunities for U.S. workers if paired with smart investment in training and infrastructure. Explore more: #TheHillTech #FutureOfWork #AIJobs
1:45

At the AI in America Summit, Garret Graves (R-LA), Co-Chair of the AI Infrastructure Coalition, pushed back on fears that AI will eliminate jobs. Pointing to research from Yale and the World Economic Forum, he argued that AI is already driving net job growth—particularly through data centers and new sectors—and could lead to higher wages and better opportunities for U.S. workers if paired with smart investment in training and infrastructure. Explore more: #TheHillTech #FutureOfWork #AIJobs

The Hill Events

12,649 Aufrufe • vor 8 Monaten

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”
1:33

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,297 Aufrufe • vor 9 Monaten

It’s pretty simple, if America doesn’t win the AI race, somebody else (China) will. Over $150 billion in data center projects have been blocked/delayed since 2025. Local opposition often cites electricity prices as the main concern. But as those costs climb due to aging infrastructure and regulations, it’s data centers that absorb the upgrade fixed costs, which stabilizes and brings down prices. For example, Loudoun County, VA is the country’s largest data center hub, but data centers cover nearly half the county’s tax revenue and effectively fund the bulk of non-school operations while keeping residential rates low. On the more understandable side of the resistance, property owners according to Fischel’s homevoter hypothesis vote to protect their property values at the expense of the benefits that can be reaped by everybody else. So if people want all the benefits of AI but none of the local costs, Elon’s solution to set up data centers in space remains an underrated solution.
0:30

It’s pretty simple, if America doesn’t win the AI race, somebody else (China) will. Over $150 billion in data center projects have been blocked/delayed since 2025. Local opposition often cites electricity prices as the main concern. But as those costs climb due to aging infrastructure and regulations, it’s data centers that absorb the upgrade fixed costs, which stabilizes and brings down prices. For example, Loudoun County, VA is the country’s largest data center hub, but data centers cover nearly half the county’s tax revenue and effectively fund the bulk of non-school operations while keeping residential rates low. On the more understandable side of the resistance, property owners according to Fischel’s homevoter hypothesis vote to protect their property values at the expense of the benefits that can be reaped by everybody else. So if people want all the benefits of AI but none of the local costs, Elon’s solution to set up data centers in space remains an underrated solution.

Rothmus 🏴

15,864 Aufrufe • vor 24 Tagen

🚨 EUROPE IS BURNING… RIGHT AFTER POLITICIANS SIGNED MASSIVE DATA CENTER DEALS — AND PEOPLE ARE CONNECTING THE DOTS The same year politicians across Europe signed major contracts for new data centers… the continent is being hit by some of the worst wildfires in its history. Entire towns are being destroyed. Communities that protested the data center boom are watching their land burn. Some of those same people may now be forced to sell their land to the very companies they didn’t want there in the first place. At the same time, a strange and extreme heat wave is forcing millions of people to buy air conditioners all at once. And now politicians are saying they have no choice but to build more power plants… because of the heat wave. All of this is happening in countries that have already been dealing with severe drought for years. Data centers need massive amounts of power and land. Europe is suddenly on fire and overheating. Are these just tragic coincidences… or is something else going on?
2:12

🚨 EUROPE IS BURNING… RIGHT AFTER POLITICIANS SIGNED MASSIVE DATA CENTER DEALS — AND PEOPLE ARE CONNECTING THE DOTS The same year politicians across Europe signed major contracts for new data centers… the continent is being hit by some of the worst wildfires in its history. Entire towns are being destroyed. Communities that protested the data center boom are watching their land burn. Some of those same people may now be forced to sell their land to the very companies they didn’t want there in the first place. At the same time, a strange and extreme heat wave is forcing millions of people to buy air conditioners all at once. And now politicians are saying they have no choice but to build more power plants… because of the heat wave. All of this is happening in countries that have already been dealing with severe drought for years. Data centers need massive amounts of power and land. Europe is suddenly on fire and overheating. Are these just tragic coincidences… or is something else going on?

HustleBitch

71,710 Aufrufe • vor 26 Tagen