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🚨 HOLY SH*T! SOMEONE SPOOFED AIR FORCE ONE TRACKING DATA - AND TURNED IT INTO MEMES NEAR MAR-A-LAGO WATCH THIS. Flight trackers watching live maps saw something they couldn’t explain. Tracking data showing the callsign “VANCE1” claiming to be from the VC-25A used as Air Force One, suddenly started... drawing pixelated meme faces - including what appeared to be JD Vance and possibly Charlie Kirk. The tracking data showed physically impossible maneuvers - the kind that only happen when a signal is spoofed, not when a plane is actually flying. Spotters dubbed whoever pulled it off the “Banksy of ADS-B.” Streamers watched it unfold in real time. And it reportedly happened twice in 24 hours around the Palm Beach area. Meanwhile, the real aircraft appeared to be flying normal routes elsewhere. If someone can fake Air Force One-linked tracking data this clean… who was this meant to test - and who was supposed to notice?show more

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🇺🇸🇮🇶 U.S. AIR FORCE TANKER SPOTTED FLYING OVER THE PERSIAN GULF A U.S. Air Force KC 135 Stratotanker was spotted flying out of Al Udeid Air Base in Qatar and moving through Persian Gulf and Iraqi airspace, according to public flight tracking data. A KC 135 is a refueling aircraft used to keep fighter jets and bombers in the air longer, not a combat plane itself. The flight quickly and began watching its route closely. On its own, a tanker flight is not unusual. These missions happen regularly. What caught attention is the timing. Source: Visioner

🇺🇸🇮🇶 U.S. AIR FORCE TANKER SPOTTED FLYING OVER THE PERSIAN GULF A U.S. Air Force KC 135 Stratotanker was spotted flying out of Al Udeid Air Base in Qatar and moving through Persian Gulf and Iraqi airspace, according to public flight tracking data. A KC 135 is a refueling aircraft used to keep fighter jets and bombers in the air longer, not a combat plane itself. The flight quickly and began watching its route closely. On its own, a tanker flight is not unusual. These missions happen regularly. What caught attention is the timing. Source: Visioner

Mario Nawfal

136,634 görüntüleme • 6 ay önce

🚨 BREAKING UPDATE 🇺🇸🇶🇦🇮🇶 A US Air Force KC 135 Stratotanker was observed departing Al Udeid Air Base in Qatar and flying across the Persian Gulf into Iraqi airspace, based on publicly available flight tracking data. The KC 135 is an aerial refueling aircraft that extends the operational range of fighter jets and bombers, though it is not a combat platform itself. While tanker missions are routine and often pass without notice, this flight has drawn unusual attention due to its timing and the heightened focus from military aviation observers.

🚨 BREAKING UPDATE 🇺🇸🇶🇦🇮🇶 A US Air Force KC 135 Stratotanker was observed departing Al Udeid Air Base in Qatar and flying across the Persian Gulf into Iraqi airspace, based on publicly available flight tracking data. The KC 135 is an aerial refueling aircraft that extends the operational range of fighter jets and bombers, though it is not a combat platform itself. While tanker missions are routine and often pass without notice, this flight has drawn unusual attention due to its timing and the heightened focus from military aviation observers.

Defense Intelligence

64,685 görüntüleme • 6 ay önce

The Conservative Alternative It’s hard to see Air Force One in person and NOT be inspired. I recorded this in 2015 when Obama visited my hometown of Louisville, KY. I raced to the airport to see Air Force One take off even though I couldn’t stand who was on it. I was still in HS and was mesmerized.

The Conservative Alternative It’s hard to see Air Force One in person and NOT be inspired. I recorded this in 2015 when Obama visited my hometown of Louisville, KY. I raced to the airport to see Air Force One take off even though I couldn’t stand who was on it. I was still in HS and was mesmerized.

Nick Sortor

44,448 görüntüleme • 8 ay önce

Let’s set aside that Pam Bondi used to rake in $115K a month from Qatar, and now says that “flying grift” is totally fine. On its face, this jet makes no sense as Air Force One. There are supposed to be two identical Air Force One jets—for security and redundancy. One carries the president. The other’s a decoy and backup. Is Qatar sending two? And that jet is nowhere near ready. To even qualify, it would need encrypted comms, missile defenses, EMP shielding, a medical suite, mid-air refueling—a total retrofit.

Let’s set aside that Pam Bondi used to rake in $115K a month from Qatar, and now says that “flying grift” is totally fine. On its face, this jet makes no sense as Air Force One. There are supposed to be two identical Air Force One jets—for security and redundancy. One carries the president. The other’s a decoy and backup. Is Qatar sending two? And that jet is nowhere near ready. To even qualify, it would need encrypted comms, missile defenses, EMP shielding, a medical suite, mid-air refueling—a total retrofit.

Christopher Webb

1,320,776 görüntüleme • 1 yıl önce

The new Air Force One isn’t just an upgrade — it’s a statement. Clean, powerful, built like it belongs at the top of the sky, not following anyone else’s lead. After Trump’s era set the standard for projecting strength, every president who steps on board gets the benefit of a machine built to match that level of presence. It’s not just transportation anymore — it’s legacy in the air. “Air Force One” is just the call sign used for any U.S. Air Force plane carrying the sitting President. When a new president takes office, they automatically use the same presidential aircraft system. So if a new plane (or upgraded Air Force One) is built or delivered, it will be used by whoever is the next president at that time — it belongs to the office, not the individual. In short: yes, it continues for the next president automatically. But ofcourse the media is silent like democrats…

The new Air Force One isn’t just an upgrade — it’s a statement. Clean, powerful, built like it belongs at the top of the sky, not following anyone else’s lead. After Trump’s era set the standard for projecting strength, every president who steps on board gets the benefit of a machine built to match that level of presence. It’s not just transportation anymore — it’s legacy in the air. “Air Force One” is just the call sign used for any U.S. Air Force plane carrying the sitting President. When a new president takes office, they automatically use the same presidential aircraft system. So if a new plane (or upgraded Air Force One) is built or delivered, it will be used by whoever is the next president at that time — it belongs to the office, not the individual. In short: yes, it continues for the next president automatically. But ofcourse the media is silent like democrats…

American Nightmare 🇺🇸

412,031 görüntüleme • 28 gün önce

#WATCH | Air India Plane Crash | Noida, UP: Former Pilot Ehsan Khalid says, "... The Flight Data Recorder, Cockpit Voice Recorder and the ACARS data will tell exactly what may have happened. The visuals show that the aircraft went down while flying. Which means there was no mid-air explosion... The visuals show that the aircraft faced a loss of power... The loss of power can be due to engine malfunction, but it is very unlikely that both engines would lose power simultaneously... It is a very big engine, and it is rare that both engines lose power due to a bird hit in a one-minute duration... The pilot gave a mayday call. This means that the failure was seen in the cockpit... They went airborne while combating that failure... I don't understand why the landing gear was still down... The landing gear is raised as soon as the flight takes off... Since the landing gear was down, it is possible that a loss of engine was detected beforehand... There are many variables, and any speculation would be unjust... The biggest question is why the landing gear was not up. The flight was at a height of 600 feet... Whether it was one problem or multiple problems, no one can say anything yet..."

#WATCH | Air India Plane Crash | Noida, UP: Former Pilot Ehsan Khalid says, "... The Flight Data Recorder, Cockpit Voice Recorder and the ACARS data will tell exactly what may have happened. The visuals show that the aircraft went down while flying. Which means there was no mid-air explosion... The visuals show that the aircraft faced a loss of power... The loss of power can be due to engine malfunction, but it is very unlikely that both engines would lose power simultaneously... It is a very big engine, and it is rare that both engines lose power due to a bird hit in a one-minute duration... The pilot gave a mayday call. This means that the failure was seen in the cockpit... They went airborne while combating that failure... I don't understand why the landing gear was still down... The landing gear is raised as soon as the flight takes off... Since the landing gear was down, it is possible that a loss of engine was detected beforehand... There are many variables, and any speculation would be unjust... The biggest question is why the landing gear was not up. The flight was at a height of 600 feet... Whether it was one problem or multiple problems, no one can say anything yet..."

ANI

529,175 görüntüleme • 1 yıl önce

🚨 UPDATE: High-level sources tell me this was NOT a drone incursion, but a plane 15 miles from Palm Beach International—where Air Force One was parked—whose pilot stopped responding to Air Traffic Controllers Pilot eventually got in contact with the tower and immediately exited the zone “[Secret Service] was tracking the whole time,” the source told me. At least one pilot announced to their passengers that there was a drone incursion, and a ground stop was issued. I have not yet confirmed why choppers were scrambled.

🚨 UPDATE: High-level sources tell me this was NOT a drone incursion, but a plane 15 miles from Palm Beach International—where Air Force One was parked—whose pilot stopped responding to Air Traffic Controllers Pilot eventually got in contact with the tower and immediately exited the zone “[Secret Service] was tracking the whole time,” the source told me. At least one pilot announced to their passengers that there was a drone incursion, and a ground stop was issued. I have not yet confirmed why choppers were scrambled.

Nick Sortor

2,166,105 görüntüleme • 3 ay önce

This woman called for an Uber so that she could go and visit her friend, when the Uber showed up, it wasn’t the one in the picture on the app, but it can’t be a coincidence that it was this one that showed up. A moment before it showed up, a man walked by, and seemed to circle her, once the fake Uber showed up, the man who circled her tried to force her into the car, she managed to fight them off and got away. Could the actual Uber that she was assigned to in the app have been involved in this, how else would could this have happened?

This woman called for an Uber so that she could go and visit her friend, when the Uber showed up, it wasn’t the one in the picture on the app, but it can’t be a coincidence that it was this one that showed up. A moment before it showed up, a man walked by, and seemed to circle her, once the fake Uber showed up, the man who circled her tried to force her into the car, she managed to fight them off and got away. Could the actual Uber that she was assigned to in the app have been involved in this, how else would could this have happened?

SonnyBoy🇺🇸

1,002,257 görüntüleme • 5 ay önce

Spent a few hours today building out the Bridger fleet tracking app. $BAER Last year I was tracking flight activity manually—glad to finally have this automated. Working on integrating tail numbers from the recent Scoopers + MMA/Air Attack fleet acquisition. Current list may not be comprehensive (some registrations could be outdated)—would appreciate a clean sheet from the company with all active tail numbers including the new acquisitions. Flight data via Flightradar24, wildfire data via NIFC. Adding an email client system for live Bridger flight activity through the API. App also has AI feature that queries all metadata in the database— you’ll be able to ask questions about the fleet directly. All data starts Jan 2026 and syncs flight + wildfire info on an ongoing basis. Will ship the app Tuesday hopefully depending on if I can find the time to finish it up.

Spent a few hours today building out the Bridger fleet tracking app. $BAER Last year I was tracking flight activity manually—glad to finally have this automated. Working on integrating tail numbers from the recent Scoopers + MMA/Air Attack fleet acquisition. Current list may not be comprehensive (some registrations could be outdated)—would appreciate a clean sheet from the company with all active tail numbers including the new acquisitions. Flight data via Flightradar24, wildfire data via NIFC. Adding an email client system for live Bridger flight activity through the API. App also has AI feature that queries all metadata in the database— you’ll be able to ask questions about the fleet directly. All data starts Jan 2026 and syncs flight + wildfire info on an ongoing basis. Will ship the app Tuesday hopefully depending on if I can find the time to finish it up.

Ben Deveran

23,086 görüntüleme • 5 ay önce

"STRIKE ON IRAN IMMINENT" According to recent reports from Israeli media, Israel's official state aircraft, known as the "Wing of Zion", has departed Israeli airspace today. Flight tracking data shows it took off from Nevatim Air Force Base and headed west over the Mediterranean. This move echoes previous instances where the aircraft was relocated for security reasons. It is about protecting the aircraft against Iranian missiles and drones. This is a clear sign that we will soon see an escalation in the region. I think we can expect American and Israeli airstrikes on targets in Iran this week. Prepare for impact! Video for illustration:

"STRIKE ON IRAN IMMINENT" According to recent reports from Israeli media, Israel's official state aircraft, known as the "Wing of Zion", has departed Israeli airspace today. Flight tracking data shows it took off from Nevatim Air Force Base and headed west over the Mediterranean. This move echoes previous instances where the aircraft was relocated for security reasons. It is about protecting the aircraft against Iranian missiles and drones. This is a clear sign that we will soon see an escalation in the region. I think we can expect American and Israeli airstrikes on targets in Iran this week. Prepare for impact! Video for illustration:

WORLD AT WAR

658,957 görüntüleme • 6 ay önce

What we said all those years ago is proving to be 100% true on the ground: When you remove air power from the equation, nobody stands a chance against the free Syrian fighters. Today, we proved that it wasn't the #SDF that was defeating #ISIS terrorists; it was the international coalition’s air force. We have shown that when it is man-to-man on the ground, the SDF couldn't last even 48 hours. The only reason it took us 14 years to finally liberate #Syria was because we were fighting without an air force of our own. The same applies to #Israel. Remove their air force (or give us one), and Israel wouldn't last a month. In the end, it is men of deep conviction, sacrifice, and creed on the battlefield who determine the final outcome.

What we said all those years ago is proving to be 100% true on the ground: When you remove air power from the equation, nobody stands a chance against the free Syrian fighters. Today, we proved that it wasn't the #SDF that was defeating #ISIS terrorists; it was the international coalition’s air force. We have shown that when it is man-to-man on the ground, the SDF couldn't last even 48 hours. The only reason it took us 14 years to finally liberate #Syria was because we were fighting without an air force of our own. The same applies to #Israel. Remove their air force (or give us one), and Israel wouldn't last a month. In the end, it is men of deep conviction, sacrifice, and creed on the battlefield who determine the final outcome.

Syria Retold Daily

17,673 görüntüleme • 6 ay önce

Dr. John Campbell exposed that the government is HIDING data showing that Covid-19 shots are clearly associated with excess deaths. RUSSELL BRAND: “What … will be the single piece of data that provides a tipping point where the majority of people will say … we were lied to about this?” CAMPBELL: “The obvious one is correlating vaccination status against excess deaths.” “Now, the British government were given the opportunity to release this [data] just last month.” “They actually … said they weren’t going to release it.” “What we don’t know [in the data] is who had the vaccine and did they die?” “The government has REFUSED to release that data.” “We believe that that data has been released to the pharmaceutical industry.” “Bits of data have appeared … in Japan, for example, and also in Italy.” “It doesn’t look good.” “It looks like excess deaths were associated with vaccination.” Russell Brand John Campbell

Children’s Health Defense

25,186 görüntüleme • 5 ay önce

NEW: Signs outside West Palm Beach airport and along nearby highways show its official rebranding to Donald J. Trump International. The South Florida airport was known as Palm Beach International for nearly 50 years, with the new name cementing President Trump's longstanding ties to the area, where he frequently travels and leaves Air Force One, and also owns the nearby Mar-a-Lago club. Eric Trump marked the occasion by taking the first flight into the newly renamed airport. "There's no way in hell I was letting UPS be the first plane to land, so we got on Trump Force One... we touched down at exactly 5:01 a.m. this morning, and it was a beautiful day."

NEW: Signs outside West Palm Beach airport and along nearby highways show its official rebranding to Donald J. Trump International. The South Florida airport was known as Palm Beach International for nearly 50 years, with the new name cementing President Trump's longstanding ties to the area, where he frequently travels and leaves Air Force One, and also owns the nearby Mar-a-Lago club. Eric Trump marked the occasion by taking the first flight into the newly renamed airport. "There's no way in hell I was letting UPS be the first plane to land, so we got on Trump Force One... we touched down at exactly 5:01 a.m. this morning, and it was a beautiful day."

Fox News

442,476 görüntüleme • 10 gün önce

🚨 JD Vance just laid it out straight at the Air Force Academy. When the president says Iran will not get a nuclear weapon, it’s the men and women in the Air Force and Space Force who make that promise mean something. Penetrating denied airspace, striking from distance with precision, that’s American power in action. And he made it clear: in return for your service, you’re going to get the tools, the pay, the barracks, the hospitals, and the biggest defense budget this country has ever seen, $1.5 trillion. LFG! This is what supporting the troops actually looks like.

🚨 JD Vance just laid it out straight at the Air Force Academy. When the president says Iran will not get a nuclear weapon, it’s the men and women in the Air Force and Space Force who make that promise mean something. Penetrating denied airspace, striking from distance with precision, that’s American power in action. And he made it clear: in return for your service, you’re going to get the tools, the pay, the barracks, the hospitals, and the biggest defense budget this country has ever seen, $1.5 trillion. LFG! This is what supporting the troops actually looks like.

Gunther Eagleman™

16,373 görüntüleme • 1 ay önce

🇺🇸 The B-21 Raider just cut its testing timeline from 180 days to 73, completed all test objectives with half the planned missions, and locked in $11.8B in funding. The Air Force is calling it a win on efficiency. They're probably right. But next-generation stealth bombers don't get second chances. Cutting test time by 60% raises a real question: are the gaps small enough that they'll never matter, or are they the kind that only surface when it counts? Speed is great. Speed with holes in the data is a different story entirely. Source: U.S. Air Force

🇺🇸 The B-21 Raider just cut its testing timeline from 180 days to 73, completed all test objectives with half the planned missions, and locked in $11.8B in funding. The Air Force is calling it a win on efficiency. They're probably right. But next-generation stealth bombers don't get second chances. Cutting test time by 60% raises a real question: are the gaps small enough that they'll never matter, or are they the kind that only surface when it counts? Speed is great. Speed with holes in the data is a different story entirely. Source: U.S. Air Force

Mario Nawfal

188,738 görüntüleme • 2 ay önce

🚨 PhD Statistician Dr. Regina Watteel Exposes How Trudeau Used Fraudulent Data to Lockdown the Unvaccinated "The Freedom Convoy came in and it put a lot of pressure on the provinces to relent on their passports and on the federal government to end their mandates and travel restrictions. So out of desperation...Trudeau's government imposed the Emergencies Act...to stop the momentum...but they needed to do more. They needed the science...When you look at our data it showed that the COVID cases were dominated by the vaccinated...So Trudeau was in desperate need of science in justification for his mandates. So in comes Fisman and his colleagues and what Fisman does, is he and his colleagues concoct a model to simulate fake data that shows the opposite of what real data shows. Fake data that shows its the unvaccinated that have higher COVID-19 rates...They used this fake results to scapegoat the unvaccinated...and the media ran with it." Regina Watteel Natali Morris

🚨 PhD Statistician Dr. Regina Watteel Exposes How Trudeau Used Fraudulent Data to Lockdown the Unvaccinated "The Freedom Convoy came in and it put a lot of pressure on the provinces to relent on their passports and on the federal government to end their mandates and travel restrictions. So out of desperation...Trudeau's government imposed the Emergencies Act...to stop the momentum...but they needed to do more. They needed the science...When you look at our data it showed that the COVID cases were dominated by the vaccinated...So Trudeau was in desperate need of science in justification for his mandates. So in comes Fisman and his colleagues and what Fisman does, is he and his colleagues concoct a model to simulate fake data that shows the opposite of what real data shows. Fake data that shows its the unvaccinated that have higher COVID-19 rates...They used this fake results to scapegoat the unvaccinated...and the media ran with it." Regina Watteel Natali Morris

Chief Nerd

242,138 görüntüleme • 2 yıl önce

🚨 MYSTERY OBJECT CAUGHT FLYING OFF BOSTON BUILDING ON LIVESTREAM — THEN THEY DELETED THE EVIDENCE A woman still has questions after revisiting this clip from the Museum of Science live cam in Boston, originally recorded back in 2022. At around 3:30AM, something appears near the building… then suddenly shoots off in a way that doesn’t match a drone or plane. Slowed down, it looks even stranger, like it changes direction mid-air. She says the real question isn’t just what it is, but whether it was something we weren’t supposed to see, even asking if it could be extraterrestrial or some kind of government experiment. Because when they went back the next day to replay it, that entire hour of the livestream was gone. No explanation. If it was nothing… why delete it? What do you think this actually was?

🚨 MYSTERY OBJECT CAUGHT FLYING OFF BOSTON BUILDING ON LIVESTREAM — THEN THEY DELETED THE EVIDENCE A woman still has questions after revisiting this clip from the Museum of Science live cam in Boston, originally recorded back in 2022. At around 3:30AM, something appears near the building… then suddenly shoots off in a way that doesn’t match a drone or plane. Slowed down, it looks even stranger, like it changes direction mid-air. She says the real question isn’t just what it is, but whether it was something we weren’t supposed to see, even asking if it could be extraterrestrial or some kind of government experiment. Because when they went back the next day to replay it, that entire hour of the livestream was gone. No explanation. If it was nothing… why delete it? What do you think this actually was?

HustleBitch

32,206 görüntüleme • 3 ay önce

$Had the honor of launching the weather balloon for upper air data collection in NOAA Boise NWS Boise. A radiosonde is a battery-powered instrument package attached to a weather balloon that measures atmospheric pressure, temperature, humidity, and wind speed as it ascends. Transmitting real-time data via radio to ground stations. The upper air data is crucial for input into weather models and useful for predicting severe damal dumeels. The radiosonde flight can last for more than two hours. During this time, the balloon can ascend to heights exceeding 35 km and drift over 200 km from the launch point. Throughout the journey, the radiosonde experiences extreme atmospheric conditions, including temperatures as low as -92°C and air pressures that are only a fraction of those at Earth’s surface. When the balloon has expanded beyond its elastic limit (20-25 feet in diameter) and bursts, the radiosonde returns to Earth via a small parachute. This slows its descent, minimizing the danger to life and property.$

Had the honor of launching the weather balloon for upper air data collection in NOAA Boise NWS Boise. A radiosonde is a battery-powered instrument package attached to a weather balloon that measures atmospheric pressure, temperature, humidity, and wind speed as it ascends. Transmitting real-time data via radio to ground stations. The upper air data is crucial for input into weather models and useful for predicting severe damal dumeels. The radiosonde flight can last for more than two hours. During this time, the balloon can ascend to heights exceeding 35 km and drift over 200 km from the launch point. Throughout the journey, the radiosonde experiences extreme atmospheric conditions, including temperatures as low as -92°C and air pressures that are only a fraction of those at Earth’s surface. When the balloon has expanded beyond its elastic limit (20-25 feet in diameter) and bursts, the radiosonde returns to Earth via a small parachute. This slows its descent, minimizing the danger to life and property.

Tamil Nadu Weatherman

38,739 görüntüleme • 2 ay önce

One of the most thrilling and realistic action scenes in The Living Daylights is when Bond and Kara Milovy escape from a massive Hercules transport plane in mid-air. The impressive aircraft used in filming was a real Lockheed C-130 Hercules lent to the production by the Royal Moroccan Air Force, adding remarkable realism to the sequence. Dalton’s Bond era leaned heavily into gritty espionage and practical stunt work, and this scene remains one of the standout action moments of the 1980s Bond films.

One of the most thrilling and realistic action scenes in The Living Daylights is when Bond and Kara Milovy escape from a massive Hercules transport plane in mid-air. The impressive aircraft used in filming was a real Lockheed C-130 Hercules lent to the production by the Royal Moroccan Air Force, adding remarkable realism to the sequence. Dalton’s Bond era leaned heavily into gritty espionage and practical stunt work, and this scene remains one of the standout action moments of the 1980s Bond films.

CineHub

37,461 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 • 8 ay önce