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Billion-Dollar Data Centers Are Taking Over the World | Lauren Goode, WIRED When Sam Altman said one year ago that OpenAI’s Roman Empire is the actual Roman Empire, he wasn’t kidding. In the same way that the Romans gradually amassed an empire of land spanning three continents and one-ninth...

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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

304,450 views • 10 months ago

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 views • 6 months ago

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
13:33

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

58,149 views • 4 months ago

We need the data centers. We have to win the AI race. My guest for episode 5 of Counterweight is Manhattan Institute's Judge Glock. This spring he wrote about Loudoun County, VA in City Journal. Loudoun, one of the richest counties in America, with a median household income of around $170,000, has become the unlikely center of a new data center-based industrial revolution. And it's not just Loudoun. Data center construction is up about twenty times nationwide in three years, leading to an enormous political backlash. New York State imposed a moratorium on data center construction, and even Republican Greg Abbott of Texas has put a temporary pause in place. Meanwhile, speaking for myself, I’ve seen a ton of fear-mongering about them, with very little in the way of clear explanation of what the costs and benefits are and what they mean for the localities that might bring them in. I've brought Judge on to walk through in granular detail how data centers work, how Loudoun County became ground zero for the data center boom, and the recent pushback against data centers. We also talk about the unfortunate habit that AI CEOs have of seeming like the gloomiest people in the world in relation to the products they are trying to sell.
40:20

We need the data centers. We have to win the AI race. My guest for episode 5 of Counterweight is Manhattan Institute's Judge Glock. This spring he wrote about Loudoun County, VA in City Journal. Loudoun, one of the richest counties in America, with a median household income of around $170,000, has become the unlikely center of a new data center-based industrial revolution. And it's not just Loudoun. Data center construction is up about twenty times nationwide in three years, leading to an enormous political backlash. New York State imposed a moratorium on data center construction, and even Republican Greg Abbott of Texas has put a temporary pause in place. Meanwhile, speaking for myself, I’ve seen a ton of fear-mongering about them, with very little in the way of clear explanation of what the costs and benefits are and what they mean for the localities that might bring them in. I've brought Judge on to walk through in granular detail how data centers work, how Loudoun County became ground zero for the data center boom, and the recent pushback against data centers. We also talk about the unfortunate habit that AI CEOs have of seeming like the gloomiest people in the world in relation to the products they are trying to sell.

Will Chamberlain

21,345 views • 1 month ago

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?”
1:10

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

64,124 views • 1 month ago

Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.
1:01

Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.

Ricardo

162,581 views • 5 months ago

There are RVs parked for miles in Abilene, Texas They are used for temporary housing for thousands of construction workers building massive AI data centers Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water
1:03

There are RVs parked for miles in Abilene, Texas They are used for temporary housing for thousands of construction workers building massive AI data centers Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water

Wall Street Apes

335,708 views • 4 months ago

“A few years ago, every community wanted us to come build data centers in their community. [...] And then that really changed.” A June Reuters poll found that just a third of Americans approve of the pace of data-center construction, and only 14% are comfortable with a data center being built nearby. In an interview with TIME, OpenAI CEO Sam Altman addressed the data-center backlash and suggested AI companies should respect it by building data centers in less populated areas moving forward. TIME got unparalleled access inside OpenAI in August. Read more from our interviews here:
0:50

“A few years ago, every community wanted us to come build data centers in their community. [...] And then that really changed.” A June Reuters poll found that just a third of Americans approve of the pace of data-center construction, and only 14% are comfortable with a data center being built nearby. In an interview with TIME, OpenAI CEO Sam Altman addressed the data-center backlash and suggested AI companies should respect it by building data centers in less populated areas moving forward. TIME got unparalleled access inside OpenAI in August. Read more from our interviews here:

TIME

60,703 views • 1 month ago

Nvidia just spent $4 billion on a technology 99% of people have never heard of. But in 3 years, every AI data center on Earth will need it. And Nvidia just LOCKED UP the supply. Here's what happened: Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies. They make photonics technology. Systems that transmit data using LIGHT instead of electricity. Sounds like sci-fi. But this is the most important infrastructure bet in AI right now. Here's the problem Nvidia just solved for itself: AI data centers are hitting a wall that has nothing to do with chips, energy, or money... Copper wiring is dying. Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up. Signal degrades. Heat explodes. Power consumption skyrockets. Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B. An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss." Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else." That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip. The numbers are insane: - 3.5x more power efficient - 10x better network reliability - Data moving at 102 terabits per second Wells Fargo estimates the photonics market will hit $10-12 billion by 2030. And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need. This is the Nvidia playbook on repeat. They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer. They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled. Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia. By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain. Every data center, AI factory, and GPU cluster will need this technology to function at scale. Nvidia will become even more important.
1:36

Nvidia just spent $4 billion on a technology 99% of people have never heard of. But in 3 years, every AI data center on Earth will need it. And Nvidia just LOCKED UP the supply. Here's what happened: Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies. They make photonics technology. Systems that transmit data using LIGHT instead of electricity. Sounds like sci-fi. But this is the most important infrastructure bet in AI right now. Here's the problem Nvidia just solved for itself: AI data centers are hitting a wall that has nothing to do with chips, energy, or money... Copper wiring is dying. Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up. Signal degrades. Heat explodes. Power consumption skyrockets. Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B. An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss." Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else." That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip. The numbers are insane: - 3.5x more power efficient - 10x better network reliability - Data moving at 102 terabits per second Wells Fargo estimates the photonics market will hit $10-12 billion by 2030. And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need. This is the Nvidia playbook on repeat. They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer. They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled. Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia. By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain. Every data center, AI factory, and GPU cluster will need this technology to function at scale. Nvidia will become even more important.

Ricardo

641,253 views • 7 months ago

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47
2:42

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47

The Hill & Valley Forum

11,241 views • 6 months ago

MoistCr1TiKaL comes out strongly against data centers in recent video and ponders if they're making people sicker due to hoarding clean water "AI data centers are actually the boogeyman..a scourge on this planet and a stain on civilized society..no normal ppl with functioning frontal lobes want data centers in their community, it is bad for them" "I've been getting conspiratorial..I was reading something that someone was sharing about like when a AI data center came through, and the impact it had on their water, cause that's a very common thing" "I'm not fully bought into it..but it's an interesting theory..what if the reason there's been seemingly so much more sickness, like it feels like ppl are getting sick more frequently now and a wide variety of illnesses just seem more common..what if AI data centers are hoarding all of the clean water..what if all the clean water is being diverted to the AI data centers and the normal civilians are just getting the sludge runoff..I don't think it's out of the realm of possibility..they are evil enough to do that" (Via penguinz0 on YT)
2:50

MoistCr1TiKaL comes out strongly against data centers in recent video and ponders if they're making people sicker due to hoarding clean water "AI data centers are actually the boogeyman..a scourge on this planet and a stain on civilized society..no normal ppl with functioning frontal lobes want data centers in their community, it is bad for them" "I've been getting conspiratorial..I was reading something that someone was sharing about like when a AI data center came through, and the impact it had on their water, cause that's a very common thing" "I'm not fully bought into it..but it's an interesting theory..what if the reason there's been seemingly so much more sickness, like it feels like ppl are getting sick more frequently now and a wide variety of illnesses just seem more common..what if AI data centers are hoarding all of the clean water..what if all the clean water is being diverted to the AI data centers and the normal civilians are just getting the sludge runoff..I don't think it's out of the realm of possibility..they are evil enough to do that" (Via penguinz0 on YT)

yeet

3,054,139 views • 3 months ago

Doug Sosnik: "In data centers and AI is the coming together in one place of all the forces that have driven the anger in America: People with money and power are doing what they want to do; other people are paying; the fear of AI and loss of jobs...This is like a freight train."
2:03

Doug Sosnik: "In data centers and AI is the coming together in one place of all the forces that have driven the anger in America: People with money and power are doing what they want to do; other people are paying; the fear of AI and loss of jobs...This is like a freight train."

Bill Kristol

23,636 views • 1 month ago

🇦🇲 Armenia launches one of the world’s most advanced AI data centers Armenia has officially joined the ranks of countries with their own artificial intelligence infrastructure. #EleveightAI has announced the launch of the #SouthCaucasus’ first AI Factory in the town of Gagarin, powered by #NVIDIA Blackwell B300 chips — one of the world’s most advanced architectures for generative AI. The project is now valued at up to $120 million for the first phase, significantly above the previously reported $70 million. The facility is designed to scale up to 35 MW of computing capacity and is considered supercomputing-class infrastructure. According to the company, Armenia has the potential to become a new global hub for #AI computing — an alternative location to the United States and Western #Europe. Among the advantages cited are lower energy costs, the availability of technical talent, and the region’s growing international connectivity. Eleveight AI CEO Arman Aleksanyan stated that the goal of the project is to transform Armenia from a consumer of AI into a country where AI is developed, trained, and deployed. The company is also considering future expansion into #CentralAsia'n and European markets. Twenty percent of the center’s computing capacity will be provided free of charge to Armenian universities, research institutions, and non-profit organizations. The project is already being described as part of a broader strategy to turn #Armenia into a regional technology and AI hub. As part of that strategy, another AI data center — developed by FireBird — is expected to launch in #Hrazdan, with planned investments of $500 million in the first phase and $4 billion in the second. NVIDIA Blackwell B300 chips are considered among the most advanced AI processors in the world and are designed for generative AI, supercomputing, and high-performance computing workloads. Access to such technology is subject to #US export-control regulations and is granted under strict licensing and compliance requirements. #IT #technology #MiddleEast #EU
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🇦🇲 Armenia launches one of the world’s most advanced AI data centers Armenia has officially joined the ranks of countries with their own artificial intelligence infrastructure. #EleveightAI has announced the launch of the #SouthCaucasus’ first AI Factory in the town of Gagarin, powered by #NVIDIA Blackwell B300 chips — one of the world’s most advanced architectures for generative AI. The project is now valued at up to $120 million for the first phase, significantly above the previously reported $70 million. The facility is designed to scale up to 35 MW of computing capacity and is considered supercomputing-class infrastructure. According to the company, Armenia has the potential to become a new global hub for #AI computing — an alternative location to the United States and Western #Europe. Among the advantages cited are lower energy costs, the availability of technical talent, and the region’s growing international connectivity. Eleveight AI CEO Arman Aleksanyan stated that the goal of the project is to transform Armenia from a consumer of AI into a country where AI is developed, trained, and deployed. The company is also considering future expansion into #CentralAsia'n and European markets. Twenty percent of the center’s computing capacity will be provided free of charge to Armenian universities, research institutions, and non-profit organizations. The project is already being described as part of a broader strategy to turn #Armenia into a regional technology and AI hub. As part of that strategy, another AI data center — developed by FireBird — is expected to launch in #Hrazdan, with planned investments of $500 million in the first phase and $4 billion in the second. NVIDIA Blackwell B300 chips are considered among the most advanced AI processors in the world and are designed for generative AI, supercomputing, and high-performance computing workloads. Access to such technology is subject to #US export-control regulations and is granted under strict licensing and compliance requirements. #IT #technology #MiddleEast #EU

Arthur Maghakian

64,090 views • 4 months ago

🚨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!”
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🚨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 views • 7 months ago

Every Wall Street giant that owns an AI data center is suddenly looking for a buyer. And NONE of them want to be the last one holding it. Three of them made their move in the last two weeks: Vantage Data Centers is exploring an exit. Its owners, Silver Lake and DigitalBridge, are weighing a listing at around $100 billion, or a sale, or a stake sale. It would be the largest data center IPO ever done. Three days earlier, CyrusOne started the same process. KKR and Global Infrastructure Partners met Goldman Sachs and Morgan Stanley, and the banks pitched for roles on a listing that could come as early as 2027. Last month, Switch hired Goldman and JPMorgan to take it public at close to $80 billion including debt, possibly by the fourth quarter. Three different companies moved inside the same 14 days, and the same handful of investment banks took every call. And these are the exact same firms that BOUGHT these companies off the public market four years ago. Between June 2021 and early 2022, private equity took the data center industry private. Blackstone bought QTS. KKR and Global Infrastructure Partners took CyrusOne private in a deal worth about $15 billion. DigitalBridge and IFM took Switch private for about $11 billion. Together those deals ran past $35 billion. By 2023 there were only two pure-play data center companies left on the public market. The logic at the time was that data centers burn cash for years before they pay, and public shareholders hate that. But private money was patient, and private money could wait. Four years later, the AI boom arrived and every one of those buildings became a gold mine. So follow this: Switch went private at about $11 billion in 2022. Its owners now want close to $80 billion for it. That is roughly 7x, in four years, on the same buildings. And DigitalBridge sits on both sides of this. It owns a piece of Vantage and it took Switch private. It is now looking for the door on BOTH. The question now is who is supposed to buy. There is no bigger private buyer left to sell to. These are already the largest infrastructure funds on Earth, and the price tags now run to $100 billion. The only pocket deep enough is the public market, which means anyone with a brokerage account or an index fund. The people who bought low from the public are now organizing to sell high back to the public. And they are doing it while telling everyone the buildout is just getting started. KKR raised a record $19.2 billion for its newest infrastructure fund this month, and in June launched a separate company with over $10 billion committed to finance more construction. So one hand raises fresh billions to build more data centers, and the other hand sells the finished ones to whoever will take them. None of this proves anyone thinks the boom is ending. Selling into strength is what these firms are paid to do, and every one of these deals is early stage and might never happen. But the timing tells you something: The most sophisticated infrastructure investors alive spent four years accumulating these assets in private, and all decided in the same two weeks that now is the moment to find someone else to own them. Four years ago these firms decided the public market was too impatient to own data centers. Now they want the public market to own them again, at 7x the price. Quite suspicious.
1:52

Every Wall Street giant that owns an AI data center is suddenly looking for a buyer. And NONE of them want to be the last one holding it. Three of them made their move in the last two weeks: Vantage Data Centers is exploring an exit. Its owners, Silver Lake and DigitalBridge, are weighing a listing at around $100 billion, or a sale, or a stake sale. It would be the largest data center IPO ever done. Three days earlier, CyrusOne started the same process. KKR and Global Infrastructure Partners met Goldman Sachs and Morgan Stanley, and the banks pitched for roles on a listing that could come as early as 2027. Last month, Switch hired Goldman and JPMorgan to take it public at close to $80 billion including debt, possibly by the fourth quarter. Three different companies moved inside the same 14 days, and the same handful of investment banks took every call. And these are the exact same firms that BOUGHT these companies off the public market four years ago. Between June 2021 and early 2022, private equity took the data center industry private. Blackstone bought QTS. KKR and Global Infrastructure Partners took CyrusOne private in a deal worth about $15 billion. DigitalBridge and IFM took Switch private for about $11 billion. Together those deals ran past $35 billion. By 2023 there were only two pure-play data center companies left on the public market. The logic at the time was that data centers burn cash for years before they pay, and public shareholders hate that. But private money was patient, and private money could wait. Four years later, the AI boom arrived and every one of those buildings became a gold mine. So follow this: Switch went private at about $11 billion in 2022. Its owners now want close to $80 billion for it. That is roughly 7x, in four years, on the same buildings. And DigitalBridge sits on both sides of this. It owns a piece of Vantage and it took Switch private. It is now looking for the door on BOTH. The question now is who is supposed to buy. There is no bigger private buyer left to sell to. These are already the largest infrastructure funds on Earth, and the price tags now run to $100 billion. The only pocket deep enough is the public market, which means anyone with a brokerage account or an index fund. The people who bought low from the public are now organizing to sell high back to the public. And they are doing it while telling everyone the buildout is just getting started. KKR raised a record $19.2 billion for its newest infrastructure fund this month, and in June launched a separate company with over $10 billion committed to finance more construction. So one hand raises fresh billions to build more data centers, and the other hand sells the finished ones to whoever will take them. None of this proves anyone thinks the boom is ending. Selling into strength is what these firms are paid to do, and every one of these deals is early stage and might never happen. But the timing tells you something: The most sophisticated infrastructure investors alive spent four years accumulating these assets in private, and all decided in the same two weeks that now is the moment to find someone else to own them. Four years ago these firms decided the public market was too impatient to own data centers. Now they want the public market to own them again, at 7x the price. Quite suspicious.

Ricardo

71,544 views • 2 months ago

The RVs parked for miles in Abilene, Texas seem to never end I shared earlier footage of this, but this shows they are expanding and building 2,300 more spaces They are used for temporary housing for thousands of construction workers building massive AI data centers The city has approved large-scale RV parks specifically for data center workers, including a nearly 1,000-space park on Elmdale Road and plans for up to 2,300+ spaces total across new developments Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water Each major project can have as many as 6,000 workers on site each day
0:57

The RVs parked for miles in Abilene, Texas seem to never end I shared earlier footage of this, but this shows they are expanding and building 2,300 more spaces They are used for temporary housing for thousands of construction workers building massive AI data centers The city has approved large-scale RV parks specifically for data center workers, including a nearly 1,000-space park on Elmdale Road and plans for up to 2,300+ spaces total across new developments Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water Each major project can have as many as 6,000 workers on site each day

Wall Street Apes

60,962 views • 4 months ago

Whitney Webb just said the quiet part out loud. Big Tech has “fused with the national security state.” And their goal isn’t just mass surveillance using Flock cameras and data centers. It’s even darker than that. “They are openly transhumanist.” The real “end goal” of Big Tech oligarchs is to literally “have humanity merge with AI.” “Some of them hold an almost religious fervor … for having that come to fruition.” And they now have “more influence than arguably any other group right now.” They’re inextricably intertwined with the deep state. “You can see how these two groups have become so intertwined by the fact that the intelligence community, as well as the military … contract extensively with these same Big Tech companies and are arguably largely dependent on them.” “At the same time, a lot of these Big Tech oligarchs are major donors to our politicians.” “These people are looking to build data centers all over the world.” “Why data centers?” “It’s essential to their various plans.” “Not just their plans for AI-related businesses.” “But also a lot of these people subscribe to specific ideologies that see that extreme investments in AI … are necessary in order to further the development of what they call artificial general intelligence, or an AI super intelligence.” Whitney Webb Chris Hedges
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Whitney Webb just said the quiet part out loud. Big Tech has “fused with the national security state.” And their goal isn’t just mass surveillance using Flock cameras and data centers. It’s even darker than that. “They are openly transhumanist.” The real “end goal” of Big Tech oligarchs is to literally “have humanity merge with AI.” “Some of them hold an almost religious fervor … for having that come to fruition.” And they now have “more influence than arguably any other group right now.” They’re inextricably intertwined with the deep state. “You can see how these two groups have become so intertwined by the fact that the intelligence community, as well as the military … contract extensively with these same Big Tech companies and are arguably largely dependent on them.” “At the same time, a lot of these Big Tech oligarchs are major donors to our politicians.” “These people are looking to build data centers all over the world.” “Why data centers?” “It’s essential to their various plans.” “Not just their plans for AI-related businesses.” “But also a lot of these people subscribe to specific ideologies that see that extreme investments in AI … are necessary in order to further the development of what they call artificial general intelligence, or an AI super intelligence.” Whitney Webb Chris Hedges

Holden Culotta

144,399 views • 2 months ago

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.”
1:52

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 🏝️🇺🇸

28,911 views • 2 months ago

🚨 JUST IN: Florida Gov. Ron DeSantis has just BANNED AI data centers from using up all the water needed by citizens during a drought And the law BANS utility companies from charging higher prices because of data centers "How are you going to say that somehow the water can go to a data center when we need to water for our own people and for the core functions of our society?"
3:10

🚨 JUST IN: Florida Gov. Ron DeSantis has just BANNED AI data centers from using up all the water needed by citizens during a drought And the law BANS utility companies from charging higher prices because of data centers "How are you going to say that somehow the water can go to a data center when we need to water for our own people and for the core functions of our society?"

Eric Daugherty

569,681 views • 5 months ago