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If chips, models, networks & agent architectures all become dramatically more efficient.. Do we still really need $50-100 Billion data centers? "I think you're gonna see this new wave of companies that are doing distributed data centers. These data centers are mid-size. It's gonna be even more important as...

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Molly O’Shea

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37,076 görüntüleme • 6 gün önce •via X (Twitter)

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KEVIN O’ LEARY: YOU NEED DATA CENTERS TO DO AI “You can't do AI without data centers. And so, we have a lack of them. The problem right now, as you see these announcements about building data centers, these are up to 20 billion dollars per gigawatt. These are expensive projects.” Source: CNBC Kevin O'Leary aka Mr. Wonderful
1:40

KEVIN O’ LEARY: YOU NEED DATA CENTERS TO DO AI “You can't do AI without data centers. And so, we have a lack of them. The problem right now, as you see these announcements about building data centers, these are up to 20 billion dollars per gigawatt. These are expensive projects.” Source: CNBC Kevin O'Leary aka Mr. Wonderful

Mario Nawfal

80,622 görüntüleme • 1 yıl önce

What if we stopped calling them data centers? Samo Burja: "Consider why do we talk about data centers, not supercomputers?" "A data center in my hometown that sounds like someone's gonna steal my data. I don't feel like I have any opportunities." "A supercomputing center in my hometown? Suddenly I might have opportunities. I might have a job. Galaxy-brain stuff is happening there." "These are not data centers anymore, these are actually distributed supercomputers." "If the median use case is not the laptop on my desk or the phone in my hand, the chips can be pretty big. You might actually see the macro chip. I think people are underrating that future and not really expecting it."
1:39

What if we stopped calling them data centers? Samo Burja: "Consider why do we talk about data centers, not supercomputers?" "A data center in my hometown that sounds like someone's gonna steal my data. I don't feel like I have any opportunities." "A supercomputing center in my hometown? Suddenly I might have opportunities. I might have a job. Galaxy-brain stuff is happening there." "These are not data centers anymore, these are actually distributed supercomputers." "If the median use case is not the laptop on my desk or the phone in my hand, the chips can be pretty big. You might actually see the macro chip. I think people are underrating that future and not really expecting it."

MTS

12,637 görüntüleme • 1 ay önce

I’m not saying they are building all these data centers to roll out the social credit scores. I’m just saying I don’t think we need all of these data centers to run ChatGPT, Grok, Claude etc. But if you did want social credit scores, you would need a lot of data centers🤔
0:39

I’m not saying they are building all these data centers to roll out the social credit scores. I’m just saying I don’t think we need all of these data centers to run ChatGPT, Grok, Claude etc. But if you did want social credit scores, you would need a lot of data centers🤔

Derrick Evans

84,515 görüntüleme • 2 ay önce

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.
2:33

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.

Kevin O'Leary aka Mr. Wonderful

12,942 görüntüleme • 2 ay önce

Bernie Sanders: "I think we need to be thinking seriously about a moratorium on these data centers. Frankly, I think you gotta slow this process down. It's not good enough for the oligarchs to tell us, 'It's coming, you adapt.' What are they talking about? Are they gonna guarantee healthcare to all people? What are they gonna do when people have no jobs? Make housing free?"
0:41

Bernie Sanders: "I think we need to be thinking seriously about a moratorium on these data centers. Frankly, I think you gotta slow this process down. It's not good enough for the oligarchs to tell us, 'It's coming, you adapt.' What are they talking about? Are they gonna guarantee healthcare to all people? What are they gonna do when people have no jobs? Make housing free?"

Aaron Rupar

980,684 görüntüleme • 6 ay önce

New Jersey residents are noticing construction crews surveying and replacing lines to upgrade power infrastructure for Data Centers Residents are paying for these upgrades These lines being updated are for a data center that’s not even close, it’s across the bridge 20 minutes away This is happening across Fairless Hills, Bristol, Middletown, and surrounding Bucks County spots due to multiple data center projects New Jersey already has 80+ data centers with more planned so these updates are happening everywhere Residents in these areas are already paying some of the power costs and grid upgrades related to data centers Welcome to corporate socialism. Money is taken from you to pay for the data centers infrastructure, but they won’t share any of the profits with you It’s called socialized losses and privatized profits
0:33

New Jersey residents are noticing construction crews surveying and replacing lines to upgrade power infrastructure for Data Centers Residents are paying for these upgrades These lines being updated are for a data center that’s not even close, it’s across the bridge 20 minutes away This is happening across Fairless Hills, Bristol, Middletown, and surrounding Bucks County spots due to multiple data center projects New Jersey already has 80+ data centers with more planned so these updates are happening everywhere Residents in these areas are already paying some of the power costs and grid upgrades related to data centers Welcome to corporate socialism. Money is taken from you to pay for the data centers infrastructure, but they won’t share any of the profits with you It’s called socialized losses and privatized profits

Wall Street Apes

59,079 görüntüleme • 2 ay önce

We have a real problem with these so called "experimental data centers" They will drive up your electric bills, jeopardize our water supply, and are so loud you will hear them 24/7. I want to be clear. I am not going to regulate data centers, I am not going to reform data centers; as Florida Governor, I will reject and remove every data center in our state.
0:41

We have a real problem with these so called "experimental data centers" They will drive up your electric bills, jeopardize our water supply, and are so loud you will hear them 24/7. I want to be clear. I am not going to regulate data centers, I am not going to reform data centers; as Florida Governor, I will reject and remove every data center in our state.

James Fishback

20,089 görüntüleme • 21 gün önce

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47
2:42

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47

The Hill & Valley Forum

11,241 görüntüleme • 3 ay önce

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.
2:52

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

Kevin O'Leary aka Mr. Wonderful

45,121 görüntüleme • 11 ay önce

WORDS TO PONDER. We are spending a fortune in this country and in other countries toward developing the best AI in the world. Do you know the difference between 'Abstract Synthesis' and 'Concrete Synthesis'? We are in an AI bubble - Are the braniacs creating problems for us in reality with all the DATA CENTERS? Are these centers going to become useless very quickly? IS he right?
5:15

WORDS TO PONDER. We are spending a fortune in this country and in other countries toward developing the best AI in the world. Do you know the difference between 'Abstract Synthesis' and 'Concrete Synthesis'? We are in an AI bubble - Are the braniacs creating problems for us in reality with all the DATA CENTERS? Are these centers going to become useless very quickly? IS he right?

BelannF

41,863 görüntüleme • 2 ay önce

"Elon Musk is probably doing more for America than any other American. He's single handedly bringing manufacturing back to America. SpaceX is in some ways the most important defense contractor in America. What he's doing with Starlink is amazing for the world. He's creating all of these blue collar manufacturing jobs which is a goal of a lot of liberals and good for America. He's done more than any living human to decarbonize the world. And if you're upset about data centers on earth for environmental reasons, here you go - he's putting data centers in space" - Gavin Baker Patrick OShaughnessy
3:15

"Elon Musk is probably doing more for America than any other American. He's single handedly bringing manufacturing back to America. SpaceX is in some ways the most important defense contractor in America. What he's doing with Starlink is amazing for the world. He's creating all of these blue collar manufacturing jobs which is a goal of a lot of liberals and good for America. He's done more than any living human to decarbonize the world. And if you're upset about data centers on earth for environmental reasons, here you go - he's putting data centers in space" - Gavin Baker Patrick OShaughnessy

Dillon Loomis

467,821 görüntüleme • 1 ay önce

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.
0:39

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

Nic Cruz Patane

72,344 görüntüleme • 5 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.”
1:33

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

MoistCr1TiKaL comes out strongly against data centers in recent video and ponders if they're making people sicker due to hoarding clean water "AI data centers are actually the boogeyman..a scourge on this planet and a stain on civilized society..no normal ppl with functioning frontal lobes want data centers in their community, it is bad for them" "I've been getting conspiratorial..I was reading something that someone was sharing about like when a AI data center came through, and the impact it had on their water, cause that's a very common thing" "I'm not fully bought into it..but it's an interesting theory..what if the reason there's been seemingly so much more sickness, like it feels like ppl are getting sick more frequently now and a wide variety of illnesses just seem more common..what if AI data centers are hoarding all of the clean water..what if all the clean water is being diverted to the AI data centers and the normal civilians are just getting the sludge runoff..I don't think it's out of the realm of possibility..they are evil enough to do that" (Via penguinz0 on YT)
2:50

MoistCr1TiKaL comes out strongly against data centers in recent video and ponders if they're making people sicker due to hoarding clean water "AI data centers are actually the boogeyman..a scourge on this planet and a stain on civilized society..no normal ppl with functioning frontal lobes want data centers in their community, it is bad for them" "I've been getting conspiratorial..I was reading something that someone was sharing about like when a AI data center came through, and the impact it had on their water, cause that's a very common thing" "I'm not fully bought into it..but it's an interesting theory..what if the reason there's been seemingly so much more sickness, like it feels like ppl are getting sick more frequently now and a wide variety of illnesses just seem more common..what if AI data centers are hoarding all of the clean water..what if all the clean water is being diverted to the AI data centers and the normal civilians are just getting the sludge runoff..I don't think it's out of the realm of possibility..they are evil enough to do that" (Via penguinz0 on YT)

yeet

2,998,244 görüntüleme • 8 gün önce

.Matt Whitlock with Dana Perino highlights the double standard of anti-data center activists who utilize the very technology they’re protesting: “Fmr. Rep. Jason Isaac had a great graphic on this last week that said, if you’re rallying against data centers this weekend, you also need to be committing to these things: not watching Netflix, because a lot of their content and the internet service that comes from that has to do with data centers...”
1:41

.Matt Whitlock with Dana Perino highlights the double standard of anti-data center activists who utilize the very technology they’re protesting: “Fmr. Rep. Jason Isaac had a great graphic on this last week that said, if you’re rallying against data centers this weekend, you also need to be committing to these things: not watching Netflix, because a lot of their content and the internet service that comes from that has to do with data centers...”

Conservative War Machine

12,397 görüntüleme • 2 gün önce

Investigation finds tech companies like Google are building Data Centers hidden behind deceptively named LLCs to hide what they’re doing Across the US, the locations of 1,240 data centers being built have been discovered They are even redacted records to hide what they’re doing, “It's been really tricky to kind of get these records because the companies don't want to disclose all of that information. By tricky we mean redacted records and requests denied on the grounds of trade secrets.”
2:15

Investigation finds tech companies like Google are building Data Centers hidden behind deceptively named LLCs to hide what they’re doing Across the US, the locations of 1,240 data centers being built have been discovered They are even redacted records to hide what they’re doing, “It's been really tricky to kind of get these records because the companies don't want to disclose all of that information. By tricky we mean redacted records and requests denied on the grounds of trade secrets.”

Wall Street Apes

178,657 görüntüleme • 7 ay önce

David Sacks dismantles Hochul’s data center myths: • Power: Build behind the meter. AI companies can become power companies • Land: Extremely efficient with massive ROI; America has plenty of open space • Noise: Overblown, easily fixed with distance • Water: Hoax — closed loop systems use less than In-N-Out or almonds • Jobs & Taxes: Big tax revenue, construction boom + ongoing jobs • Pollution: Powered by clean natural gas David Sacks “When you compare economic impact to all these different things, data centers are one of the best things we could be building as a nation. These data centers have become the scapegoat for all the angst about AI.” @jason “All I have to say is, Welcome to Texas.” Should states be welcoming or blocking data centers?
3:11

David Sacks dismantles Hochul’s data center myths: • Power: Build behind the meter. AI companies can become power companies • Land: Extremely efficient with massive ROI; America has plenty of open space • Noise: Overblown, easily fixed with distance • Water: Hoax — closed loop systems use less than In-N-Out or almonds • Jobs & Taxes: Big tax revenue, construction boom + ongoing jobs • Pollution: Powered by clean natural gas David Sacks “When you compare economic impact to all these different things, data centers are one of the best things we could be building as a nation. These data centers have become the scapegoat for all the angst about AI.” @jason “All I have to say is, Welcome to Texas.” Should states be welcoming or blocking data centers?

jay plemons

34,813 görüntüleme • 5 gün önce

Flapping Airplanes co-founder Asher Spector explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy, I really think it's because models are much less data-efficient than humans. If you want it to learn a new task, or put it in a new vertical, it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient, it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained regimes. For example, whether it's robotics, or scientific discovery, or even something like trading, these problems have very limited data, and existing AI systems aren't quite as good at them as they are at other things. I think that learning to learn with less data is just tremendously valuable in all of these domains."
1:44

Flapping Airplanes co-founder Asher Spector explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy, I really think it's because models are much less data-efficient than humans. If you want it to learn a new task, or put it in a new vertical, it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient, it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained regimes. For example, whether it's robotics, or scientific discovery, or even something like trading, these problems have very limited data, and existing AI systems aren't quite as good at them as they are at other things. I think that learning to learn with less data is just tremendously valuable in all of these domains."

TBPN

90,711 görüntüleme • 5 ay önce

In this war the number one precision missile attacks were around data centers. So if you look at what was attempted by Iran, it was to knock out the data centers in various countries in addition to energy. So what do you need to fight tomorrow's war? Let's, let's say the Chinese wanna take over Singapore. That's pure AI. You're gonna use drones. We know that already. They're very effective, low cost. You're gonna take out data centers, chip manufacturing. When you start to think about investing, and that's what I'm thinking about, I hate warfare obviously, but what does this tell me? The country with the most capacity for data centers and AI, is going to win the wars in the future.
1:48

In this war the number one precision missile attacks were around data centers. So if you look at what was attempted by Iran, it was to knock out the data centers in various countries in addition to energy. So what do you need to fight tomorrow's war? Let's, let's say the Chinese wanna take over Singapore. That's pure AI. You're gonna use drones. We know that already. They're very effective, low cost. You're gonna take out data centers, chip manufacturing. When you start to think about investing, and that's what I'm thinking about, I hate warfare obviously, but what does this tell me? The country with the most capacity for data centers and AI, is going to win the wars in the future.

Kevin O'Leary aka Mr. Wonderful

26,616 görüntüleme • 3 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
13:33

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 • 1 ay önce