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DATA VAMPIRES is a four-part series exploring the costs of hyperscale data centers and why tech billionaires are desperate to build more. In Part 1, we examine where “the cloud” came from and how it expands Amazon, Microsoft, and Google’s power. Full ep:

Tech Won't Save Us

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327,620 görüntüleme • 1 yıl önce •via X (Twitter)

Bilim & Teknoloji Haberler & Politika Eğitim

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A special thanks to @cloudquistador and @CeciliaRikap for joining me in this episode! New episodes of DATA VAMPIRES will be released every Monday of October, but you can listen to the whole series today by supporting the show on Patreon:

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More ways to listen 👇 Spotify: Overcast: Podcast Addict: Find more information on our website:

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It’s imperative people listen to this. These companies are going to fight to keep everything about their data centers unknown to the public, and for good reason, their implications are morally abhorrent. Looking forward to the rest of this series, thanks Paris!

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@aynumazi

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Brilliant series. Thank you.

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hikikomori dušmanke1 yıl önce

is there a written form of this anywhere?

Benzer Videolar

DATA VAMPIRES is a four-part series exploring the costs of hyperscale data centers and why tech billionaires are desperate to build more. In Part 3, we explore how the AI boom is accelerating the build out and its massive climate impacts. Full ep:

DATA VAMPIRES is a four-part series exploring the costs of hyperscale data centers and why tech billionaires are desperate to build more. In Part 3, we explore how the AI boom is accelerating the build out and its massive climate impacts. Full ep:

Tech Won't Save Us

206,577 görüntüleme • 1 yıl önce

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

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

Kevin O'Leary aka Mr. Wonderful

19,362 görüntüleme • 2 ay önce

ELON MUSK UNMASKED is a special four-part series hosted by Paris Marx to change the narrative on the billionaire. In part 1, we go back to his origins to find out where he came from, what inspired him, and how he became the man he is today. Full ep:

ELON MUSK UNMASKED is a special four-part series hosted by Paris Marx to change the narrative on the billionaire. In part 1, we go back to his origins to find out where he came from, what inspired him, and how he became the man he is today. Full ep:

Tech Won't Save Us

206,059 görüntüleme • 2 yıl önce

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

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

Wall Street Apes

57,502 görüntüleme • 1 ay önce

This AI video of “Dr. Trump” is deranged. Is this really the future humanity wants where tech billionaires build massive data centers to get rich off AI slop and mass surveillance?

This AI video of “Dr. Trump” is deranged. Is this really the future humanity wants where tech billionaires build massive data centers to get rich off AI slop and mass surveillance?

Power to the People ☭🕊

46,620 görüntüleme • 5 gün önce

The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.

The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.

Rihard Jarc

94,130 görüntüleme • 1 yıl önce

Now you know why they need all those data centers. It’s going to require a lot of computing power to track and analyze all the data from every American. Seems that’s where we are headed though.

Now you know why they need all those data centers. It’s going to require a lot of computing power to track and analyze all the data from every American. Seems that’s where we are headed though.

Derrick Evans

84,990 görüntüleme • 19 gün önce

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.

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 görüntüleme • 3 ay önce

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

NIK

102,475 görüntüleme • 10 ay önce

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

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

Mario Nawfal

459,602 görüntüleme • 7 ay önce

Google, Microsoft, Meta, Amazon and several artificial intelligence companies signed a pledge at the White House to bear the cost of new electricity generation to power their data centers

Google, Microsoft, Meta, Amazon and several artificial intelligence companies signed a pledge at the White House to bear the cost of new electricity generation to power their data centers

Reuters

281,395 görüntüleme • 4 ay önce

Starke County, Indiana voted 75% for Trump in 2024. But now they're opposing Trump's AI agenda, and the Planning Commission voted unanimously to recommend a 12 month pause on new hyperscale data centers. The idea of banning AI data centers is becoming more and more popular.

Starke County, Indiana voted 75% for Trump in 2024. But now they're opposing Trump's AI agenda, and the Planning Commission voted unanimously to recommend a 12 month pause on new hyperscale data centers. The idea of banning AI data centers is becoming more and more popular.

More Perfect Union

143,779 görüntüleme • 6 ay önce

The Interview | How do data centers really make money—through power utilisation, value-added services, or more? Amit Sarin of Anant Raj breaks down the economics of data centers and explains how the integration of colocation and cloud is shaping the next phase of growth Full Interview: Ayesha Faridi Anant Raj Limited #DataCenters #DigitalInfrastructure #CloudComputing #Colocation

The Interview | How do data centers really make money—through power utilisation, value-added services, or more? Amit Sarin of Anant Raj breaks down the economics of data centers and explains how the integration of colocation and cloud is shaping the next phase of growth Full Interview: Ayesha Faridi Anant Raj Limited #DataCenters #DigitalInfrastructure #CloudComputing #Colocation

ET NOW

24,179 görüntüleme • 6 ay önce

🇺🇸 AI is eating the grid alive. Data centers are consuming power at a scale the system wasn't built for, and homeowners are feeling it in their bills and reliability. Tesla's Solar Roof is quietly becoming part of the answer.

🇺🇸 AI is eating the grid alive. Data centers are consuming power at a scale the system wasn't built for, and homeowners are feeling it in their bills and reliability. Tesla's Solar Roof is quietly becoming part of the answer.

Mario Nawfal

136,728 görüntüleme • 1 ay önce

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

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

Power to the People ☭🕊

61,554 görüntüleme • 1 ay önce

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.”

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 görüntüleme • 7 ay önce

You can now build with Replit and deploy straight to Microsoft Fabric. 🙌 Code is the easy part. The backend is the hard part: identities, storage, schemas, governance. You build in Replit, and the app and data deploy into your enterprise-managed Microsoft Fabric tenant. MSFT CEO Satya Nadella announces in his Microsoft Build 2026 opening keynote.🔥

You can now build with Replit and deploy straight to Microsoft Fabric. 🙌 Code is the easy part. The backend is the hard part: identities, storage, schemas, governance. You build in Replit, and the app and data deploy into your enterprise-managed Microsoft Fabric tenant. MSFT CEO Satya Nadella announces in his Microsoft Build 2026 opening keynote.🔥

Manny Bernabe

15,235 görüntüleme • 21 gün önce

From horror to hyperscale: The rush to build AI data centers is so intense that even the owner of a hospital-turned haunted house wants in. Jeremy Hill explains

From horror to hyperscale: The rush to build AI data centers is so intense that even the owner of a hospital-turned haunted house wants in. Jeremy Hill explains

Bloomberg

26,748 görüntüleme • 8 ay önce

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

62,262 görüntüleme • 1 ay önce

The Next AI Arms Race Is About Fortifying Data Centers Here’s how the war—and Iran’s drone attacks on Amazon data centers—is impacting how these capital-intensive AI projects are thinking about security. Read more:

The Next AI Arms Race Is About Fortifying Data Centers Here’s how the war—and Iran’s drone attacks on Amazon data centers—is impacting how these capital-intensive AI projects are thinking about security. Read more:

Forbes

21,059 görüntüleme • 2 ay önce