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Clip from Rep. Tom Barrett's virtual town hall yesterday, where he denounces "proposals to nationalize decisions that would override local communities about their decisions around data centers." Rs still hunting for that sweet spot between "moratorium" and "build and tax."

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David Weigel

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22,088 görüntüleme • 13 gün önce •via X (Twitter)

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I want what's best for Kentucky. That's why I signed an executive order protecting against harmful impacts from potential data centers. It also empowers local communities to make decisions that are best for them. Every investment needs to be a win for our families and our future.
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Tapper: Several reporters had the privilege of eating lunch with the president before the state of the union. He gave us a little bit on the record about some of what he's going to say tonight, including plans to advocate for a form of tax cuts, corporate and mostly personal, he said, and to announce deals with A.I. And tech firms for data centers that consume so much electricity from local communities.
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Tapper: Several reporters had the privilege of eating lunch with the president before the state of the union. He gave us a little bit on the record about some of what he's going to say tonight, including plans to advocate for a form of tax cuts, corporate and mostly personal, he said, and to announce deals with A.I. And tech firms for data centers that consume so much electricity from local communities.

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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.

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This is NY State Senator Kristen Gonzales talking about the data center moratorium at a DSA Ecosocialism event: "I wanted to talk today about a bill that we just passed...that would impose a one-year moratorium on the biggest data centers, and then also talk a little bit about from a socialist and office perspective, what I see some of the challenges being and some of the opportunities for our organization when it comes to data centers." The executive order Hochul signed today was pushed by some of the most radical left-wing groups in the country. This isn't an organic movement. (h/t Stu Smith):
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This is NY State Senator Kristen Gonzales talking about the data center moratorium at a DSA Ecosocialism event: "I wanted to talk today about a bill that we just passed...that would impose a one-year moratorium on the biggest data centers, and then also talk a little bit about from a socialist and office perspective, what I see some of the challenges being and some of the opportunities for our organization when it comes to data centers." The executive order Hochul signed today was pushed by some of the most radical left-wing groups in the country. This isn't an organic movement. (h/t Stu Smith):

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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.”
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🚨 President Trump just DROPPED this line on data centers: "What it means for a community is jobs and lots of money and lowers taxes!" "And the data centers now are mandated by me that they build their own electricity, so they're not taking it from the grid!" "It's going to lower the electricals because they're building electricity, and the extra, as an example, we talked about this one, I'm very proud of it. It was my idea." "They're going to build their own electric producing facility. And that electricity that they have left over is going to the grid. It's going to lower the cost of electricity."
0:42

🚨 President Trump just DROPPED this line on data centers: "What it means for a community is jobs and lots of money and lowers taxes!" "And the data centers now are mandated by me that they build their own electricity, so they're not taking it from the grid!" "It's going to lower the electricals because they're building electricity, and the extra, as an example, we talked about this one, I'm very proud of it. It was my idea." "They're going to build their own electric producing facility. And that electricity that they have left over is going to the grid. It's going to lower the cost of electricity."

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