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Data centers cannot reach the scale they need on land. Grid interconnection queues are reaching a decade, resource competition burdens local communities, and project development is a very non-repeatable task. We're building nuclear-powered, floating data centers: standalone power and compute, deployable anywhere, 4x faster than building on land. Introducing... show more

Dimitris K

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124,837 views • 1 month ago •via X (Twitter)

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AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $ 15B+ investment.

AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $ 15B+ investment.

Rohan Paul

29,440 views • 4 months ago

AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $15B+ investment.

AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $15B+ investment.

Rohan Paul

38,986 views • 8 months ago

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

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

Nick Sortor

217,808 views • 16 days ago

MARK CUBAN: “We're building these data centers and if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”

MARK CUBAN: “We're building these data centers and if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”

Chief Nerd

58,468 views • 1 month ago

Texas is planning on running “4,000 linear miles of what amounts to extension cords on steroids throughout Texas” The reasoning is, there are areas that need more power for things like Data Centers. But instead of building the plants where the power is needed, they plan on running massive extension cords The project is part of a major grid upgrade managed by the Public Utility Commission of Texas The purpose is for oil and gas operations and data centers

Texas is planning on running “4,000 linear miles of what amounts to extension cords on steroids throughout Texas” The reasoning is, there are areas that need more power for things like Data Centers. But instead of building the plants where the power is needed, they plan on running massive extension cords The project is part of a major grid upgrade managed by the Public Utility Commission of Texas The purpose is for oil and gas operations and data centers

Wall Street Apes

100,883 views • 5 months ago

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

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

Kevin O'Leary aka Mr. Wonderful

19,405 views • 4 months ago

Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become a lifeline

Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become a lifeline

Bloomberg

34,565 views • 4 months ago

Data centers need power, water, and land so of course they’re looking at Michigan. But how should we look at them? When I'm governor, we're going to have a one-year moratorium on all data centers so we can dig into the details and evaluate. Families must come first.

Data centers need power, water, and land so of course they’re looking at Michigan. But how should we look at them? When I'm governor, we're going to have a one-year moratorium on all data centers so we can dig into the details and evaluate. Families must come first.

Perry Johnson

17,923 views • 2 months ago

I’m calling for a moratorium on data centers until Florida has a responsible plan to protect our water, power grid, and communities. Byron Donalds wants to hand pristine Florida land over to the industry funding his campaign. Our state is not for sale.

I’m calling for a moratorium on data centers until Florida has a responsible plan to protect our water, power grid, and communities. Byron Donalds wants to hand pristine Florida land over to the industry funding his campaign. Our state is not for sale.

David Jolly

141,102 views • 1 month ago

"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

Patrick OShaughnessy

8,216,225 views • 9 months ago

If there’s one thing most Americans across the country agree on, it’s that they hate data centers. 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. On July 18, a national day of protest against data centers saw 142 protests across 42 states. TIME reporter Simmone Shah walks us through the impact of data centers in local communities, how residents are pushing back, and the scale of pushback across the country. Read more:

If there’s one thing most Americans across the country agree on, it’s that they hate data centers. 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. On July 18, a national day of protest against data centers saw 142 protests across 42 states. TIME reporter Simmone Shah walks us through the impact of data centers in local communities, how residents are pushing back, and the scale of pushback across the country. Read more:

TIME

41,344 views • 1 month ago

A local utility company in Illinois has plans to help lower residents electrical bills They will be requiring new data centers and planned data centers to sign 10 year contracts saying they will be responsible for paying for upgrade costs and electricity usage costs “That means any new data centers would be on the hook for power upgrades and any energy they plan to use, even if the data center ends up not getting built or if they don't use as much power as planned or if they close. So if they use the power that they're applying for, then they'll pay their fair share of the cost of maintaining and building our grid through their rates”

A local utility company in Illinois has plans to help lower residents electrical bills They will be requiring new data centers and planned data centers to sign 10 year contracts saying they will be responsible for paying for upgrade costs and electricity usage costs “That means any new data centers would be on the hook for power upgrades and any energy they plan to use, even if the data center ends up not getting built or if they don't use as much power as planned or if they close. So if they use the power that they're applying for, then they'll pay their fair share of the cost of maintaining and building our grid through their rates”

Wall Street Apes

29,410 views • 5 months ago

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

Wall Street Apes

62,494 views • 3 months ago

Emerald AI founder Varun Sivaram reveals how America could unlock 100 GW for AI data centers without building a new grid: "Emerald AI transforms these AI data centers into what we call flexible grid allies, capable of reducing the power consumption of AI during the exact moments when the grid is stressed out." "The grid is kind of like a highway. Think of it like a big eight-lane highway, and it's empty most of the time. There's plenty of power transmission capacity, power generation capacity. It's used 50% on average, except for two times every month when it faces rush hour." "On those rare moments, if AI data centers are able to control their power consumption, they can use this vast available capacity, 100 gigawatts, the rest of the year. We make data centers flexible in order to fit them onto the grid right now, and that does two important things." "First, it enables us to get data centers connected right now, $4 trillion of infrastructure that can't connect. Second, it helps us to keep rates low for local communities." Emerald AI

Emerald AI founder Varun Sivaram reveals how America could unlock 100 GW for AI data centers without building a new grid: "Emerald AI transforms these AI data centers into what we call flexible grid allies, capable of reducing the power consumption of AI during the exact moments when the grid is stressed out." "The grid is kind of like a highway. Think of it like a big eight-lane highway, and it's empty most of the time. There's plenty of power transmission capacity, power generation capacity. It's used 50% on average, except for two times every month when it faces rush hour." "On those rare moments, if AI data centers are able to control their power consumption, they can use this vast available capacity, 100 gigawatts, the rest of the year. We make data centers flexible in order to fit them onto the grid right now, and that does two important things." "First, it enables us to get data centers connected right now, $4 trillion of infrastructure that can't connect. Second, it helps us to keep rates low for local communities." Emerald AI

MTS

11,255 views • 19 days ago

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Nic Cruz Patane

72,344 views • 6 months ago

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

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

HustleBitch

23,460 views • 2 months ago

I don't worry about the actual firmware stack. I would want every country to be using American chips so that the programmers there are held at bay by our technology. The Chinese are actually trying to develop this on their own. They are beating us in developing a larger electrical grid in China very quickly, because they don't have any permitting problems. And the other area that people have been talking about directly concerning these chips is they have much more compute power. They're building data centers at a rate that's four times ours. We have more data centers, but they're catching up very quickly.

I don't worry about the actual firmware stack. I would want every country to be using American chips so that the programmers there are held at bay by our technology. The Chinese are actually trying to develop this on their own. They are beating us in developing a larger electrical grid in China very quickly, because they don't have any permitting problems. And the other area that people have been talking about directly concerning these chips is they have much more compute power. They're building data centers at a rate that's four times ours. We have more data centers, but they're catching up very quickly.

Kevin O'Leary aka Mr. Wonderful

23,346 views • 4 months ago

Dr. Eric Schmidt says AI needs “energy in all forms: renewable, non-renewable, whatever.” “It needs to be there, and it needs to be quickly.” “People are planning 10 gigawatt data centers.” “An average nuclear power plant in the United States is one gigawatt.” “Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030.” “These things are industrial at a scale I have never seen in my life.” This is exactly why I believe the market is still underestimating the AI power and infrastructure opportunity in companies like $TE, $BE, $PUMP, $PSIX, $SMR, $FCEL, $MARA, $KEEL, and $OKLO. The biggest constraint to scaling AI remains electricity. The companies building power generation, grid infrastructure, electrical equipment, cooling systems, and AI data centers could be among the biggest beneficiaries over the next decade. Not financial advice. Do your own research.

Dr. Eric Schmidt says AI needs “energy in all forms: renewable, non-renewable, whatever.” “It needs to be there, and it needs to be quickly.” “People are planning 10 gigawatt data centers.” “An average nuclear power plant in the United States is one gigawatt.” “Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030.” “These things are industrial at a scale I have never seen in my life.” This is exactly why I believe the market is still underestimating the AI power and infrastructure opportunity in companies like $TE, $BE, $PUMP, $PSIX, $SMR, $FCEL, $MARA, $KEEL, and $OKLO. The biggest constraint to scaling AI remains electricity. The companies building power generation, grid infrastructure, electrical equipment, cooling systems, and AI data centers could be among the biggest beneficiaries over the next decade. Not financial advice. Do your own research.

Leopold Stock Tracker

20,643 views • 2 months ago

The challenge we have against the Chinese is they're building 10X the power we are. We've had permitting problems across the country. Utah stepped up and said, "Look, we can compete. Not only do we have the land, 40,000 acres, we've got a pipeline running through the land, and we have this designation that can accelerate permitting." We're building power from scratch from the pipeline and using Natural gas that we're gonna burn with turbines clean. But we can also give back to the grid. That's good for the community. But for the country, we need to compete with China. We need to lead in AI in perpetuity. Data centers are what we need and we need them now, and Utah's stepped up.

The challenge we have against the Chinese is they're building 10X the power we are. We've had permitting problems across the country. Utah stepped up and said, "Look, we can compete. Not only do we have the land, 40,000 acres, we've got a pipeline running through the land, and we have this designation that can accelerate permitting." We're building power from scratch from the pipeline and using Natural gas that we're gonna burn with turbines clean. But we can also give back to the grid. That's good for the community. But for the country, we need to compete with China. We need to lead in AI in perpetuity. Data centers are what we need and we need them now, and Utah's stepped up.

Kevin O'Leary aka Mr. Wonderful

28,232 views • 4 months ago

There’s a data center derangement syndrome catching on right now. It’s fair to have concerns, but the fact 50% opposed a nuclear power plant versus 75% who opposed data centers shows something else is going on. There are natural concerns (some premised on misinformation like the fact that golf courses consume 20–30× more water than data centers), and some of it is being amplified by China. Full clip for all the details.

There’s a data center derangement syndrome catching on right now. It’s fair to have concerns, but the fact 50% opposed a nuclear power plant versus 75% who opposed data centers shows something else is going on. There are natural concerns (some premised on misinformation like the fact that golf courses consume 20–30× more water than data centers), and some of it is being amplified by China. Full clip for all the details.

Lydia Moynihan

37,459 views • 25 days ago