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Here is the big question Apollo & others are grappling with on financing data centers. Apollo Pres Jim Zelter. $5-7T needed to fund data center and infra capex over next 5-7 yrs. ~$1.5T from from free cash flow of hyperscalers Next $1.5% from project finance, private capital & variety... show more

Dan Tsubouchi

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33,928 görüntüleme • 8 ay önce •via X (Twitter)

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Apollo CEO Marc Rowan on the data center financing: “Hyperscalers are pretty safe; intermediaries that are taking up the debt and balance sheet risk not so much.” Neoclouds are leveraging themselves instead of hyperscalers, but they don’t have the cash flows from other businesses to pay their debt if something goes wrong. This is why I have been avoiding $CRWV for so long.

Apollo CEO Marc Rowan on the data center financing: “Hyperscalers are pretty safe; intermediaries that are taking up the debt and balance sheet risk not so much.” Neoclouds are leveraging themselves instead of hyperscalers, but they don’t have the cash flows from other businesses to pay their debt if something goes wrong. This is why I have been avoiding $CRWV for so long.

Oguz O. | 𝕏 Capitalist 💸

182,883 görüntüleme • 8 ay önce

Big warning from Apollo Pres Jim Zelter "going to get more secular distress than cyclical distress". "I think you're going to get more secular distress than cyclical distress. That's very important. When we think about secular distress, I think the development of AI will change broad business models. We've talked a lot about healthcare technology.... about the outsourcing businesses... about software, enterprise software. The AI impact can have dramatic impact on those business models. And typically, when you go back in the underwriting memo, you think about your base case and the downside being down 5, 10, 15%. When you have secular dislocation, you've missed the downside by multiples. And that's what you're probably going to have" Great interview Lisa Abramowicz annmarie hordern #oott

Big warning from Apollo Pres Jim Zelter "going to get more secular distress than cyclical distress". "I think you're going to get more secular distress than cyclical distress. That's very important. When we think about secular distress, I think the development of AI will change broad business models. We've talked a lot about healthcare technology.... about the outsourcing businesses... about software, enterprise software. The AI impact can have dramatic impact on those business models. And typically, when you go back in the underwriting memo, you think about your base case and the downside being down 5, 10, 15%. When you have secular dislocation, you've missed the downside by multiples. And that's what you're probably going to have" Great interview Lisa Abramowicz annmarie hordern #oott

Dan Tsubouchi

63,079 görüntüleme • 8 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 • 9 ay önce

Financing the Global Industrial Renaissance with Apollo CEO Marc Rowan Marc Rowan is CEO of Apollo Global Management, one of the most important financial institutions and the largest provider of retirement income in the world. In this conversation, he joins a16z's David Haber to discuss the story of Apollo, the state of public and private markets, how the AI revolution will be financed, and more. 00:00 Intro 00:52 Drexel, Milken & the origins of "clean sheet thinking" 04:55 The Apollo origin story: From unemployed to $6 billion 08:46 How Apollo became a trillion-dollar firm 13:00 Permanent capital, origination & why assets are the scarce resource 16:08 Democratizing private markets: Daily pricing & new capital channels 22:04 Where venture meets credit: Financing the industrial renaissance 30:01 AI, enterprise software & which jobs will be replaced or enhanced 38:52 Moral leadership: UPenn, merit & doing right over easy 46:02 Apollo's culture: Playing to win & building to outlast the founder

Financing the Global Industrial Renaissance with Apollo CEO Marc Rowan Marc Rowan is CEO of Apollo Global Management, one of the most important financial institutions and the largest provider of retirement income in the world. In this conversation, he joins a16z's David Haber to discuss the story of Apollo, the state of public and private markets, how the AI revolution will be financed, and more. 00:00 Intro 00:52 Drexel, Milken & the origins of "clean sheet thinking" 04:55 The Apollo origin story: From unemployed to $6 billion 08:46 How Apollo became a trillion-dollar firm 13:00 Permanent capital, origination & why assets are the scarce resource 16:08 Democratizing private markets: Daily pricing & new capital channels 22:04 Where venture meets credit: Financing the industrial renaissance 30:01 AI, enterprise software & which jobs will be replaced or enhanced 38:52 Moral leadership: UPenn, merit & doing right over easy 46:02 Apollo's culture: Playing to win & building to outlast the founder

a16z

373,332 görüntüleme • 2 ay önce

TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that the lease payments will be backed by investment grade credit support. And we chose that language very carefully.. because one of two things is going to happen. First off, Anthropic, just like OpenAI and others uses three primary chip providers. NVIDIA, Amazon, and Google. One of those three will be providing the chips for this data center. So we will either do something similar that we've done in the past where one of those investment grade providers provides credit support to the project because they're selling tens of billions of dollars of chips into the project. Or if we decide not to do that because Anthropic gets public similar to SpaceX and similar to SpaceX has a strong investment grade credit rating, then you don't need the investment grade credit wrap from one of the bigger guys."

TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that the lease payments will be backed by investment grade credit support. And we chose that language very carefully.. because one of two things is going to happen. First off, Anthropic, just like OpenAI and others uses three primary chip providers. NVIDIA, Amazon, and Google. One of those three will be providing the chips for this data center. So we will either do something similar that we've done in the past where one of those investment grade providers provides credit support to the project because they're selling tens of billions of dollars of chips into the project. Or if we decide not to do that because Anthropic gets public similar to SpaceX and similar to SpaceX has a strong investment grade credit rating, then you don't need the investment grade credit wrap from one of the bigger guys."

Rittenhouse Research

15,665 görüntüleme • 1 ay önce

$The Fed and Wall Street want you focused on AI as the story of growth. Look at where the money is actually going. Hyperscalers are about to flood the market with tens of billions in bonds. That capital has to come from somewhere. Every dollar that funds a data center is a dollar not funding a mortgage, a bank bond, an industrial company. Meanwhile the jobs that should come with a real industrial revolution aren't showing up. Hiring is flat. Younger workers are vanishing from payrolls. And a data center, once built, runs on a tiny fraction of the workforce the spending implies. The productivity gains that were supposed to justify all this are nowhere to be found yet, and may not show up for years. Which raises the real question nobody in the headlines is asking: what is all this capital actually buying.$

The Fed and Wall Street want you focused on AI as the story of growth. Look at where the money is actually going. Hyperscalers are about to flood the market with tens of billions in bonds. That capital has to come from somewhere. Every dollar that funds a data center is a dollar not funding a mortgage, a bank bond, an industrial company. Meanwhile the jobs that should come with a real industrial revolution aren't showing up. Hiring is flat. Younger workers are vanishing from payrolls. And a data center, once built, runs on a tiny fraction of the workforce the spending implies. The productivity gains that were supposed to justify all this are nowhere to be found yet, and may not show up for years. Which raises the real question nobody in the headlines is asking: what is all this capital actually buying.

Jeffrey P. Snider

12,977 görüntüleme • 16 gün önce

Aswath Damodaran on AI bubble: “Dot-com was an equity bubble. AI is becoming an infrastructure debt bubble.” In the 1990s, many internet companies raised money, built websites, burned cash, and disappeared. When the bust came, shareholders got wiped out. AI is different, because this boom is not just apps and pitch decks. It is data centers, GPUs, power contracts, fiber, leases, project finance, and private credit. The numbers are wild: ↳ Goldman Sachs estimates hyperscalers may spend ~$5.3T on AI/data center capex from 2025–2030 ↳ Morgan Stanley estimates ~$2.9T in global data center construction from 2025–2028 ↳ Top hyperscalers are projected to spend ~$600B in 2026 alone, with roughly 75% tied to AI infrastructure Dot-com asked investors to believe in traffic. AI is now asking lenders to believe in utilization. If demand keeps compounding, the buildout looks genius. But if demand disappoints, the problem is not just “stocks go down.” It becomes stranded capacity. Refinancing pressure. Private credit stress. Defaults. AI may end up becoming the defining technology platform of our lifetime. But the bubble risk is not where most people are looking.

Aswath Damodaran on AI bubble: “Dot-com was an equity bubble. AI is becoming an infrastructure debt bubble.” In the 1990s, many internet companies raised money, built websites, burned cash, and disappeared. When the bust came, shareholders got wiped out. AI is different, because this boom is not just apps and pitch decks. It is data centers, GPUs, power contracts, fiber, leases, project finance, and private credit. The numbers are wild: ↳ Goldman Sachs estimates hyperscalers may spend ~$5.3T on AI/data center capex from 2025–2030 ↳ Morgan Stanley estimates ~$2.9T in global data center construction from 2025–2028 ↳ Top hyperscalers are projected to spend ~$600B in 2026 alone, with roughly 75% tied to AI infrastructure Dot-com asked investors to believe in traffic. AI is now asking lenders to believe in utilization. If demand keeps compounding, the buildout looks genius. But if demand disappoints, the problem is not just “stocks go down.” It becomes stranded capacity. Refinancing pressure. Private credit stress. Defaults. AI may end up becoming the defining technology platform of our lifetime. But the bubble risk is not where most people are looking.

Linas Beliūnas

41,948 görüntüleme • 1 ay önce

🚨JPMORGAN’S STEVE TUSA JUST DROPPED HIS 2026 OUTLOOK, IT’S BULLISH FOR DATA CENTERS🔥 Steve Tusa from JPMorgan has released his 2026 market predictions, with data centers sitting at the center of his outlook. Within the industrials space, he describes data centers as the primary driver, arguing that much of the group’s performance ultimately ties back to the AI and data center buildout. While he acknowledges some recent concern around the sustainability and length of the cycle, his on-the-ground read differs from the narrative that has taken hold in parts of the market. Demand tied to data centers has continued to accelerate through recent months, and he is clear that being materially underexposed to AI data centers is a mistake. In his view, pullbacks should be approached as opportunities rather than warnings. He directly addresses the overbuild debate, which remains a key source of skepticism. According to Tusa, there is no pause in real-world data center construction activity. Order activity has improved in recent weeks and is running stronger than it was around the end of the third quarter. Feedback from hyperscalers suggests supply is still struggling to catch up with demand, reinforcing his belief that the industry remains early in a multi-year buildout rather than late in the cycle. His comment about not seeing any “dark GPUs” sitting idle captures how tight the market still is. From a portfolio perspective, Tusa continues to favor staying with the AI data center buildout trade into 2026. Several data center-exposed industrial names have pulled back, but he views those moves as valuation resets driven by sentiment rather than a deterioration in underlying demand. That reset has created a more attractive entry point than what investors were facing just a few months ago. His preferred setup is a barbell approach. On one side are growth-oriented names with direct exposure to AI infrastructure demand. On the other are idiosyncratic margin expansion stories with some data center leverage, such as Johnson Controls, where he sees earnings growing in the mid-teens to around twenty percent over the next few years at reasonable valuations. Beyond that, he also points to select industrial names with cheaper economic leverage, but the primary focus remains on data center-driven growth and margin expansion. The broader takeaway is that despite skepticism and overbuild chatter, real-world demand, orders, and construction tied to data centers continue to strengthen. From JPMorgan’s perspective, this cycle still has meaningful runway left and is unlikely to be nearing its end anytime soon. $NBIS $IREN $NVDA $ORCL $AMD $GOOGL

🚨JPMORGAN’S STEVE TUSA JUST DROPPED HIS 2026 OUTLOOK, IT’S BULLISH FOR DATA CENTERS🔥 Steve Tusa from JPMorgan has released his 2026 market predictions, with data centers sitting at the center of his outlook. Within the industrials space, he describes data centers as the primary driver, arguing that much of the group’s performance ultimately ties back to the AI and data center buildout. While he acknowledges some recent concern around the sustainability and length of the cycle, his on-the-ground read differs from the narrative that has taken hold in parts of the market. Demand tied to data centers has continued to accelerate through recent months, and he is clear that being materially underexposed to AI data centers is a mistake. In his view, pullbacks should be approached as opportunities rather than warnings. He directly addresses the overbuild debate, which remains a key source of skepticism. According to Tusa, there is no pause in real-world data center construction activity. Order activity has improved in recent weeks and is running stronger than it was around the end of the third quarter. Feedback from hyperscalers suggests supply is still struggling to catch up with demand, reinforcing his belief that the industry remains early in a multi-year buildout rather than late in the cycle. His comment about not seeing any “dark GPUs” sitting idle captures how tight the market still is. From a portfolio perspective, Tusa continues to favor staying with the AI data center buildout trade into 2026. Several data center-exposed industrial names have pulled back, but he views those moves as valuation resets driven by sentiment rather than a deterioration in underlying demand. That reset has created a more attractive entry point than what investors were facing just a few months ago. His preferred setup is a barbell approach. On one side are growth-oriented names with direct exposure to AI infrastructure demand. On the other are idiosyncratic margin expansion stories with some data center leverage, such as Johnson Controls, where he sees earnings growing in the mid-teens to around twenty percent over the next few years at reasonable valuations. Beyond that, he also points to select industrial names with cheaper economic leverage, but the primary focus remains on data center-driven growth and margin expansion. The broader takeaway is that despite skepticism and overbuild chatter, real-world demand, orders, and construction tied to data centers continue to strengthen. From JPMorgan’s perspective, this cycle still has meaningful runway left and is unlikely to be nearing its end anytime soon. $NBIS $IREN $NVDA $ORCL $AMD $GOOGL

Jordan

56,476 görüntüleme • 7 ay önce

Dan on why hyperscalers will be a worse business model over time even as growth accelerates: "AWS, Azure, GCP are going to accelerate for a while just because their customer base -- Anthropic, OpenAI -- are growing at an enormous pace. The problem is you went from a dynamic where their customer base was like every corporation in the world and therefore they had fragmentation and it was a really good business. Going forward it's highly unlikely that LLMs are not concentrated in the hands of 4 or 5 companies. Those companies right now, are cashflow negative, and therefore they're looking for compute anywhere they can get it. In the next 5 to 10 years, they'll be generating enormous amounts of free cash flow. When that happens, they're likely to insource the compute. Right now, they look at the hyperscalers as more of a financing mechanism. But I don't think they are better than the LLMs at building data centers. Then you have this dynamic of neoclouds. I don't think they're going away like people thought, because they're better at running GPU clusters than the traditional hyperscalers, and there's a lot of interest from NVIDIA to make sure that their customer base is diversified."

Dan on why hyperscalers will be a worse business model over time even as growth accelerates: "AWS, Azure, GCP are going to accelerate for a while just because their customer base -- Anthropic, OpenAI -- are growing at an enormous pace. The problem is you went from a dynamic where their customer base was like every corporation in the world and therefore they had fragmentation and it was a really good business. Going forward it's highly unlikely that LLMs are not concentrated in the hands of 4 or 5 companies. Those companies right now, are cashflow negative, and therefore they're looking for compute anywhere they can get it. In the next 5 to 10 years, they'll be generating enormous amounts of free cash flow. When that happens, they're likely to insource the compute. Right now, they look at the hyperscalers as more of a financing mechanism. But I don't think they are better than the LLMs at building data centers. Then you have this dynamic of neoclouds. I don't think they're going away like people thought, because they're better at running GPU clusters than the traditional hyperscalers, and there's a lot of interest from NVIDIA to make sure that their customer base is diversified."

Patrick OShaughnessy

341,768 görüntüleme • 5 ay önce

Another American has just been informed half her property will be seized with eminent domain by Georgia Power to support Data Centers “They are going to demo all of these trees, playhouse, fence, fire pits, the pool, the spa, all of this, including our two neighbors' houses. They're completely demoing theirs. This easement is only going to be 12 feet our house, 12 feet from our bedroom where we sleep” “I am just one of many homeowners who are impacted by Georgia Power's high voltage power lines that that are going in to support data centers that are being built all over” It affects over 330 private properties. Georgia Power says it will negotiate purchases and easements and use eminent domain Georgia Power claims its to strengthen the grid for the growing energy demand in Georgia due to many new data centers We should not be letting this happen. We need protections from data center projects

Another American has just been informed half her property will be seized with eminent domain by Georgia Power to support Data Centers “They are going to demo all of these trees, playhouse, fence, fire pits, the pool, the spa, all of this, including our two neighbors' houses. They're completely demoing theirs. This easement is only going to be 12 feet our house, 12 feet from our bedroom where we sleep” “I am just one of many homeowners who are impacted by Georgia Power's high voltage power lines that that are going in to support data centers that are being built all over” It affects over 330 private properties. Georgia Power says it will negotiate purchases and easements and use eminent domain Georgia Power claims its to strengthen the grid for the growing energy demand in Georgia due to many new data centers We should not be letting this happen. We need protections from data center projects

Wall Street Apes

339,812 görüntüleme • 3 ay önce

Residents in Crowell, Texas are being forced to live with constant artificial daylight because of Google’s AI data center that is being built right next to them Residents report severe 24/7 light pollution that creates artificial daylight at night (photo proof shown) The facility runs 24/7 with intense lighting that turns the sky bright all night long There is also a constant mechanical humming noise from cooling fans, HVAC systems, and generators that runs nonstop The project is a massive new hyperscale AI data center being built right next to the tiny rural town of Crowell with a population of around 800 people There are real health effects to humans for living with artificial sunlight at night Disruption of melatonin production leading to insomnia, anxiety, fatigue, and other issues. It’s described as “permanent jet lag.” These are exactly the complaints residents are making right now The project is part of Google’s massive $40 billion Texas investment: Google (Alphabet) announced plans for multiple hyperscale data centers in the region Residents from both political parties have packed town halls to protest the project, citing light pollution, noise, water usage, and threats to rural life, dark skies, and farming. Their leaders don’t care Residents feel the economic promises don’t outweigh the quality of life damage

Residents in Crowell, Texas are being forced to live with constant artificial daylight because of Google’s AI data center that is being built right next to them Residents report severe 24/7 light pollution that creates artificial daylight at night (photo proof shown) The facility runs 24/7 with intense lighting that turns the sky bright all night long There is also a constant mechanical humming noise from cooling fans, HVAC systems, and generators that runs nonstop The project is a massive new hyperscale AI data center being built right next to the tiny rural town of Crowell with a population of around 800 people There are real health effects to humans for living with artificial sunlight at night Disruption of melatonin production leading to insomnia, anxiety, fatigue, and other issues. It’s described as “permanent jet lag.” These are exactly the complaints residents are making right now The project is part of Google’s massive $40 billion Texas investment: Google (Alphabet) announced plans for multiple hyperscale data centers in the region Residents from both political parties have packed town halls to protest the project, citing light pollution, noise, water usage, and threats to rural life, dark skies, and farming. Their leaders don’t care Residents feel the economic promises don’t outweigh the quality of life damage

Wall Street Apes

64,942 görüntüleme • 2 ay önce

$IREN $NBIS Goldman Sachs published a report on the AI data-center sector after the sell-off triggered by $CRWV’s results. The report focuses on financing risk and whether recent stress signals a structural problem for AI infrastructure. According to the report, roughly 90% of AI data-center investment is funded with cash and operating cash flow, with only about 10% financed through debt. This directly challenges the narrative that the sector is built on leverage and vulnerable to a debt unwind. Context matters. Goldman has created a dedicated infrastructure investment platform covering large-scale projects, including data centers. The bank was also an underwriter of $IREN’s convertible bond issuances and is providing financing for infrastructure-related deals involving $HUT and $GOOG. That matters because banks do not want instruments they structured sitting in client portfolios as dead weight. Convertible bonds rely on liquidity, active secondary markets, and a stable risk narrative. By reframing the sector’s financing profile, Goldman is effectively reassuring its own clients that the assets they hold are not part of a broken capital structure. Goldman frames the problems revealed by $CRWV as tail risks tied to specific financing models, not as evidence of collapsing demand or flawed economics across the sector. It also notes that the market sold data-center stocks as a single basket, without distinguishing between business models or balance-sheet quality. This context is important given that reports also emerged today that Blue Owl walked away from a planned data-center project with $ORCL in Michigan, reinforcing how quickly isolated deal-level issues are being extrapolated to the entire sector. The report highlights that barriers to entry in AI infrastructure continue to rise due to power access, grid connections, cooling requirements, GPUs, and overall capex. Companies that entered earlier and already control connected power and operating sites remain structurally advantaged. Goldman also points out that a broader range of GPU suppliers beyond $NVDA improves flexibility for data-center operators and reduces concentration risk over time. The report does not call a market bottom or make valuation claims. Its main function is to reset risk perception after an indiscriminate sell-off and to signal that recent weakness reflects narrative compression rather than a breakdown in the fundamentals of AI infrastructure.

Edge Of Power

177,727 görüntüleme • 8 ay önce

So I’ve lived in Hillsboro, Oregon for 10 years. Drove around today and tonight and shot this myself. This is what the “Data Center Plains” looks like.👇 My town sits at the end of 6 transpacific sea cables connecting the US to Asia. That’s why 30+ data centers landed here. They’re everywhere. Spread across the entire north and west end of the city. Road after road. Building after building. Miles of it. And they keep building. Pushing further west every year into farmland that’s been here for generations. Buying up land, Giving mass amounts of money to home owners to move, Tearing down homes. Tearing down historic sites. $7.2 billion in exempted property taxes. Some of these finished buildings are literally sitting completely dark… PGE told them no power for 3-5 years. They still built them anyway. A power plant is now going up right next to the data centers because they maxed the local grid. There are families still living next to construction zones. Old farmhouses directly across the street from data center walls. Nobody asked the people who already lived here. These are the families who refused to leave, so they said we are just gonna put them up next to your houses anyway. A pioneer homestead from 1865, 190 years of continuous farming is about to be gone, NTT Global Data Centers got that land tax-free until 2051. Signed in a single day at City Hall. Intel, the employer that actually brought thousands of real jobs here is laying off locals at the same time. This sound runs 24 hours a day. 7 days a week. My electricity bill went from $80 to $150. Water rates are set to increase 105% over 5 years, critics say to fund data center infrastructure, not residents. Data centers aren’t a joke. Just wanted to share my first hand experience with them. #datacenters

So I’ve lived in Hillsboro, Oregon for 10 years. Drove around today and tonight and shot this myself. This is what the “Data Center Plains” looks like.👇 My town sits at the end of 6 transpacific sea cables connecting the US to Asia. That’s why 30+ data centers landed here. They’re everywhere. Spread across the entire north and west end of the city. Road after road. Building after building. Miles of it. And they keep building. Pushing further west every year into farmland that’s been here for generations. Buying up land, Giving mass amounts of money to home owners to move, Tearing down homes. Tearing down historic sites. $7.2 billion in exempted property taxes. Some of these finished buildings are literally sitting completely dark… PGE told them no power for 3-5 years. They still built them anyway. A power plant is now going up right next to the data centers because they maxed the local grid. There are families still living next to construction zones. Old farmhouses directly across the street from data center walls. Nobody asked the people who already lived here. These are the families who refused to leave, so they said we are just gonna put them up next to your houses anyway. A pioneer homestead from 1865, 190 years of continuous farming is about to be gone, NTT Global Data Centers got that land tax-free until 2051. Signed in a single day at City Hall. Intel, the employer that actually brought thousands of real jobs here is laying off locals at the same time. This sound runs 24 hours a day. 7 days a week. My electricity bill went from $80 to $150. Water rates are set to increase 105% over 5 years, critics say to fund data center infrastructure, not residents. Data centers aren’t a joke. Just wanted to share my first hand experience with them. #datacenters

The Darkpulse Files  𝕏

421,375 görüntüleme • 3 ay önce

I'm thrilled to Introduce you to the future of cash flow forecasting The AI-powered 13 week cash flow model by Iris Cash flow forecasting is completely broken for all types of businesses that carry inventory. Its entirely manual, time intensive, slow, and siloed from the rest of your data - despite the fact that mismanaged cash flow is the #1 reason these businesses fail. How it works: 1. Connect your data sources into iris (point of sale, bank acct, credit card, quickbooks, bill, etc). 2. Iris' AI will categorizes all those transactions in real time. 3. Iris' ML will identify recurrence patterns, and forecast based off of historical & real-time data + any known variables. Fractional CFOs will charge you thousands just to deliver a static excel sheet that goes out of date the next day. Or worse, your in-house finance team is spending hours a week trying to keep a spreadsheet up to date, just to miss forecast every time. With Iris, once you integrate all your data sources, you are just a flew clicks away from a highly dynamic cash flow forecast that responds to the changes in your business in real time & helps you unlock meaningful cash flow instantly.

I'm thrilled to Introduce you to the future of cash flow forecasting The AI-powered 13 week cash flow model by Iris Cash flow forecasting is completely broken for all types of businesses that carry inventory. Its entirely manual, time intensive, slow, and siloed from the rest of your data - despite the fact that mismanaged cash flow is the #1 reason these businesses fail. How it works: 1. Connect your data sources into iris (point of sale, bank acct, credit card, quickbooks, bill, etc). 2. Iris' AI will categorizes all those transactions in real time. 3. Iris' ML will identify recurrence patterns, and forecast based off of historical & real-time data + any known variables. Fractional CFOs will charge you thousands just to deliver a static excel sheet that goes out of date the next day. Or worse, your in-house finance team is spending hours a week trying to keep a spreadsheet up to date, just to miss forecast every time. With Iris, once you integrate all your data sources, you are just a flew clicks away from a highly dynamic cash flow forecast that responds to the changes in your business in real time & helps you unlock meaningful cash flow instantly.

Drew Fallon

65,605 görüntüleme • 1 yıl önce

"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

8,215,109 görüntüleme • 8 ay 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

57,720 görüntüleme • 2 ay önce

Status of CNG: 1: over 100,000 commercial vehicles had been converted from petrol to CNG. 2: From 7 conversion centers, we have more than 140 conversion centers on ground and more are springing up across the country. 3: Pending applications are with NADDC Nigeria for setting up conversion centers. 4: Conversion Centers create jobs directly and indirectly. 5: Over $20m has been invested. 6: Presidential mandate was 1m vehicles should be converted before 2027. Is it doable? Yes? Can we surpass it? Yes? What about Nigerians enthusiasm? They are in the high spirit to convert their vehicles and benefits from FG not Tinubu’s largesse. 7: it is free for commercial vehicles. PCNGI Gaby4PCNGI MS Ingawa عرابی بکس 📥 CNG - GOCNG Finance CNG PARTNERS IN NIGERIA 🇳🇬

Status of CNG: 1: over 100,000 commercial vehicles had been converted from petrol to CNG. 2: From 7 conversion centers, we have more than 140 conversion centers on ground and more are springing up across the country. 3: Pending applications are with NADDC Nigeria for setting up conversion centers. 4: Conversion Centers create jobs directly and indirectly. 5: Over $20m has been invested. 6: Presidential mandate was 1m vehicles should be converted before 2027. Is it doable? Yes? Can we surpass it? Yes? What about Nigerians enthusiasm? They are in the high spirit to convert their vehicles and benefits from FG not Tinubu’s largesse. 7: it is free for commercial vehicles. PCNGI Gaby4PCNGI MS Ingawa عرابی بکس 📥 CNG - GOCNG Finance CNG PARTNERS IN NIGERIA 🇳🇬

Woye

20,430 görüntüleme • 1 yıl önce

A guy was sitting in a trader chat complaining for the 3rd month straight about his results being basically zero Someone dropped him a link to a wallet 1 bot, $47K in a month, 860 trades per week. He asked: is this even legal? They replied: this is public data, you could have found it yourself Here is what is actually happening 93% of Polymarket users trade by hand. The other 7% automated the process, and they are the ones pulling $11K to $120K per month. And 5% of those 7 never wrote a single line of code. They just copy trades from top wallets through on-chain data The blockchain shows every trade from every account The bot does not sleep, does not tilt, and processes data faster than any human: This is not a question of talent. It is a question of tools. And the tools already exist. No need to build anything from scratch That guy from the chat is now in that 7%. All he did was stop clicking by hand

A guy was sitting in a trader chat complaining for the 3rd month straight about his results being basically zero Someone dropped him a link to a wallet 1 bot, $47K in a month, 860 trades per week. He asked: is this even legal? They replied: this is public data, you could have found it yourself Here is what is actually happening 93% of Polymarket users trade by hand. The other 7% automated the process, and they are the ones pulling $11K to $120K per month. And 5% of those 7 never wrote a single line of code. They just copy trades from top wallets through on-chain data The blockchain shows every trade from every account The bot does not sleep, does not tilt, and processes data faster than any human: This is not a question of talent. It is a question of tools. And the tools already exist. No need to build anything from scratch That guy from the chat is now in that 7%. All he did was stop clicking by hand

Blaze

36,941 görüntüleme • 5 ay önce

NEW: Lumentum (NASDAQ: $LITE ) CEO Michael Hurlston on the Optics Boom How Lasers Are Transforming AI Data Centers "We're being asked by hyperscalers to deploy in millions, tens of millions of units." "You're not gonna have birds burning up as these lasers shoot data down to the Earth, right?" "Copper can't carry these signals the distances they need to go. You have more & more optics now coming into the data center." We cover: › Why AI is replacing copper with light › Birds vs. space lasers › Space lasers & the future of the internet › Why we're spending $10T moving data from kilometers to millimeters › Lumentum's 3x revenue growth in just 5 quarters › Stock went up 1000% › U.S.-China geopolitics in optical networking › The manufacturing bottlenecks facing optical infrastructure Michael Hurlston became President & CEO of Lumentum (LITE) on February 7, 2025. Fifteen months later the company reported record quarterly revenue of $808.4M, up 90% year over year, joined the Nasdaq-100, & took a $2B investment from Nvidia. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michael Hurlston, CEO at Lumentum Holdings (00:58) Backstage with Tony Kim at RAISE Summit (01:53) What optical connectivity actually means (03:31) The $10 trillion irony of the data center build-out (05:37) Scaling up inside a data center (08:38) 3x revenue in 5 quarters (10:13) From Finisar to Synaptics to Lumentum (11:51) Why Lumentum went all-in on data centers (13:10) Why space is the next big market for optical lasers (14:06) Debunking laser myths (space vs birds) (16:40) Why copper is about to disappear from the server rack (19:00) The geopolitics of the optical supply chain (20:16) The advice that shaped Michael's path

NEW: Lumentum (NASDAQ: $LITE ) CEO Michael Hurlston on the Optics Boom How Lasers Are Transforming AI Data Centers "We're being asked by hyperscalers to deploy in millions, tens of millions of units." "You're not gonna have birds burning up as these lasers shoot data down to the Earth, right?" "Copper can't carry these signals the distances they need to go. You have more & more optics now coming into the data center." We cover: › Why AI is replacing copper with light › Birds vs. space lasers › Space lasers & the future of the internet › Why we're spending $10T moving data from kilometers to millimeters › Lumentum's 3x revenue growth in just 5 quarters › Stock went up 1000% › U.S.-China geopolitics in optical networking › The manufacturing bottlenecks facing optical infrastructure Michael Hurlston became President & CEO of Lumentum (LITE) on February 7, 2025. Fifteen months later the company reported record quarterly revenue of $808.4M, up 90% year over year, joined the Nasdaq-100, & took a $2B investment from Nvidia. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michael Hurlston, CEO at Lumentum Holdings (00:58) Backstage with Tony Kim at RAISE Summit (01:53) What optical connectivity actually means (03:31) The $10 trillion irony of the data center build-out (05:37) Scaling up inside a data center (08:38) 3x revenue in 5 quarters (10:13) From Finisar to Synaptics to Lumentum (11:51) Why Lumentum went all-in on data centers (13:10) Why space is the next big market for optical lasers (14:06) Debunking laser myths (space vs birds) (16:40) Why copper is about to disappear from the server rack (19:00) The geopolitics of the optical supply chain (20:16) The advice that shaped Michael's path

Molly O’Shea

155,453 görüntüleme • 22 gün önce