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If climate change is an emergency, why build water/power hungry data centres? This Victorian AI Hub will guzzle more grid power than it generates onsite battery & turbines just prop up the shared system (with gas backups). Data centres could hit 13% of Australia’s electricity by 2040, spiking prices,... show more

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🚨 JUST IN: President Trump has just announced an agreement with tech companies REQUIRING THEM to fully cover the cost of increased electricity production required for their data centers This has been a HUGE worry of Americans worried about their electric bills spiking as more and more data centers are built, so Trump stepped in. Trump says the new electricity generated from plants built by big tech firms will actually DRIVE DOWN energy prices for consumers, as excess power will go back into the grid. "This is an HISTORIC win for countless American families and will also make our electricity grids stronger and more resilient than ever before." "They will be getting a lot of excess electricity for the data centers where they build their own plants." "It's actually going to mean the prices come DOWN."

🚨 JUST IN: President Trump has just announced an agreement with tech companies REQUIRING THEM to fully cover the cost of increased electricity production required for their data centers This has been a HUGE worry of Americans worried about their electric bills spiking as more and more data centers are built, so Trump stepped in. Trump says the new electricity generated from plants built by big tech firms will actually DRIVE DOWN energy prices for consumers, as excess power will go back into the grid. "This is an HISTORIC win for countless American families and will also make our electricity grids stronger and more resilient than ever before." "They will be getting a lot of excess electricity for the data centers where they build their own plants." "It's actually going to mean the prices come DOWN."

Nick Sortor

711,162 görüntüleme • 4 ay önce

The Labor Government’s new National AI Plan aims to make us a global data centre hotspot, with $10B already invested in 2024. But these AI facilities could devour up to 13% of our electricity by 2040, guzzle massive water in drought prone Australia, and risk displacing more jobs than they create. Worse still paired with Digital ID and future CBDCs, are we quietly building the infrastructure for a surveillance state? Who really benefits from them? To hear more from me and stay up to date, signup to my email newsletter here:

The Labor Government’s new National AI Plan aims to make us a global data centre hotspot, with $10B already invested in 2024. But these AI facilities could devour up to 13% of our electricity by 2040, guzzle massive water in drought prone Australia, and risk displacing more jobs than they create. Worse still paired with Digital ID and future CBDCs, are we quietly building the infrastructure for a surveillance state? Who really benefits from them? To hear more from me and stay up to date, signup to my email newsletter here:

Senator Alex Antic

26,177 görüntüleme • 1 ay önce

My job is to communicate the facts, and that's what I do. 20 years ago, even 10 years ago, data centers in Virginia, where they started, used a lot of water and it caused prices to go up when it was attached to the grid. Well, you cannot attach the grid anymore. The Utah project contemplates bringing new power to Utah. All of the power will be created from nat gas pipeline that runs through there, and will give back to the community. It will generate enough power that some percentage of it will go back to the grid. If you want China to overtake our ability to develop cutting edge technology, you stop data centers. So that's the cause and effect of it all. If you want China to lead, take over our, let's call it democracy, our free speech, and the way we live with technology, just stop building data centers. It's that simple.

My job is to communicate the facts, and that's what I do. 20 years ago, even 10 years ago, data centers in Virginia, where they started, used a lot of water and it caused prices to go up when it was attached to the grid. Well, you cannot attach the grid anymore. The Utah project contemplates bringing new power to Utah. All of the power will be created from nat gas pipeline that runs through there, and will give back to the community. It will generate enough power that some percentage of it will go back to the grid. If you want China to overtake our ability to develop cutting edge technology, you stop data centers. So that's the cause and effect of it all. If you want China to lead, take over our, let's call it democracy, our free speech, and the way we live with technology, just stop building data centers. It's that simple.

Kevin O'Leary aka Mr. Wonderful

22,759 görüntüleme • 2 ay önce

🇺🇸 CHARLIE KIRK LEGACY: BIBLE SALES ARE GROWING AND YOUNG AMERICANS ARE GOING BACK TO CHURCH America is trying to pull off a challenging combo move: beat everyone in the AI race and lower your electric bill at the same time. Sec. Howard Lutnick explains the Trump administration pitch to get 2 goals: more AI data centers and cheaper energy. If massive tech companies want to build power hungry data centers, they do not just take energy, they add energy too, according to Lutnick’s plan. That means more electricity on the grid, cheaper power nearby, and fewer locals feeling like big tech showed up, sucked resources dry, and left them with higher bills. AI growth, but with receipts. "If you're building a data center, you're going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices everywhere that a big tech company builds a big data center. Win the AI race, but drive down electricity costs so the people who live near those data centers are winners too." Source: Howard Lutnick

🇺🇸 CHARLIE KIRK LEGACY: BIBLE SALES ARE GROWING AND YOUNG AMERICANS ARE GOING BACK TO CHURCH America is trying to pull off a challenging combo move: beat everyone in the AI race and lower your electric bill at the same time. Sec. Howard Lutnick explains the Trump administration pitch to get 2 goals: more AI data centers and cheaper energy. If massive tech companies want to build power hungry data centers, they do not just take energy, they add energy too, according to Lutnick’s plan. That means more electricity on the grid, cheaper power nearby, and fewer locals feeling like big tech showed up, sucked resources dry, and left them with higher bills. AI growth, but with receipts. "If you're building a data center, you're going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices everywhere that a big tech company builds a big data center. Win the AI race, but drive down electricity costs so the people who live near those data centers are winners too." Source: Howard Lutnick

Mario Nawfal

13,831 görüntüleme • 6 ay önce

The City of Phoenix announces they are preparing for new water restrictions, including charging people who use a lot of water due to a shortage of water Residents will be on water restrictions, meanwhile Arizona has allowed 24 data centers to be built, with roughly 30 more being planned Arizona is experiencing a major data center boom The shortage of water is due to serious cuts to the Colorado river water supply “The City of Phoenix is anticipating serious cuts to our water supply from the Colorado River — We cannot conserve our way out of the problem of this magnitude. The Water Services Department announced by the end of the year, Phoenix will likely enter stage 2 of the plan where they will have to use backup water supplies to meet demand. It may include things like additional conservation education, expansion of water audits, incentives and rebates to ensure efficient use of water” “It could also bring surcharges, meaning if someone uses more water than what they are allocated, they could face additional charges for it.” But Arizona lawmakers are allowing 30-50+ data centers Make it make sense

The City of Phoenix announces they are preparing for new water restrictions, including charging people who use a lot of water due to a shortage of water Residents will be on water restrictions, meanwhile Arizona has allowed 24 data centers to be built, with roughly 30 more being planned Arizona is experiencing a major data center boom The shortage of water is due to serious cuts to the Colorado river water supply “The City of Phoenix is anticipating serious cuts to our water supply from the Colorado River — We cannot conserve our way out of the problem of this magnitude. The Water Services Department announced by the end of the year, Phoenix will likely enter stage 2 of the plan where they will have to use backup water supplies to meet demand. It may include things like additional conservation education, expansion of water audits, incentives and rebates to ensure efficient use of water” “It could also bring surcharges, meaning if someone uses more water than what they are allocated, they could face additional charges for it.” But Arizona lawmakers are allowing 30-50+ data centers Make it make sense

Wall Street Apes

405,989 görüntüleme • 2 ay önce

CNBC: How GE Vernova builds the massive gas turbines powering the AI data center boom > GE Vernova’s $GEV order book is full until 2029, with orders going as far out as 2031. > Hyperscalers like Amazon, Google, Microsoft and Oracle are lining up to buy the company’s gas turbines to help power AI data centers. > Executives from nearly every major hyperscaler have walked the floor of the factory, according to a person familiar with the visits, who asked not to be named because the details are not public. > The turbines are massive, at 31 feet tall and weighing 280 tons. One turbine can power roughly half a million homes. > Microsoft just bought seven of them to power its data center in Texas. At 2.7 gigawatts, it’s enough electricity to power about 3 million homes. > "About 20% of our gas power order book is going to a data center, artificial intelligence-type of application." - Koziner, Chief Commercial and Operations Officer of GE Vernova. > One turbine can cost more than $250 million, according to industry estimates. The price has soared, up 300% in the last 3 years, according to analysts at Melius.

CNBC: How GE Vernova builds the massive gas turbines powering the AI data center boom > GE Vernova’s $GEV order book is full until 2029, with orders going as far out as 2031. > Hyperscalers like Amazon, Google, Microsoft and Oracle are lining up to buy the company’s gas turbines to help power AI data centers. > Executives from nearly every major hyperscaler have walked the floor of the factory, according to a person familiar with the visits, who asked not to be named because the details are not public. > The turbines are massive, at 31 feet tall and weighing 280 tons. One turbine can power roughly half a million homes. > Microsoft just bought seven of them to power its data center in Texas. At 2.7 gigawatts, it’s enough electricity to power about 3 million homes. > "About 20% of our gas power order book is going to a data center, artificial intelligence-type of application." - Koziner, Chief Commercial and Operations Officer of GE Vernova. > One turbine can cost more than $250 million, according to industry estimates. The price has soared, up 300% in the last 3 years, according to analysts at Melius.

P Equity Research 📰

52,846 görüntüleme • 18 gün önce

My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”

My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”

Ti Morse

110,108 görüntüleme • 1 ay önce

🇺🇸 Tucker is sounding the alarm on the largest AI data center ever proposed in the U.S. 40,000 acres, 62 square miles, all in Utah. Power consumption: 9 gigawatts, double what the entire state of Utah currently uses. One building… using more electricity than every home, business, and factory in the state combined, and it's being built in one of the most water-stressed regions in the country. Nobody's asking if the grid can handle it, nobody's asking what happens to the water, the elites just want it built. Tucker Carlson

🇺🇸 Tucker is sounding the alarm on the largest AI data center ever proposed in the U.S. 40,000 acres, 62 square miles, all in Utah. Power consumption: 9 gigawatts, double what the entire state of Utah currently uses. One building… using more electricity than every home, business, and factory in the state combined, and it's being built in one of the most water-stressed regions in the country. Nobody's asking if the grid can handle it, nobody's asking what happens to the water, the elites just want it built. Tucker Carlson

Mario Nawfal

318,116 görüntüleme • 2 ay önce

$People in Utah have started asking us an important question, when you build these power facilities for AI data centers, can some of that energy be sold back into the local grid? The answer is yes. That completely changes the conversation. Instead of being seen as “the evil data center guys,” we can help power Utah’s grid while also building critical AI infrastructure for the future. And despite the headlines, we’re not building the world’s largest data center overnight. We’re starting with just 1.5 gigawatts with 1 gigawatt of net IT load a small fraction of the long-term proposal and proving the model first. And it’s not a 40,000 acre data center. Our project a full build out will span 10-13k acres 7,500 of which will be preserved. We want the people of Box Elder County to come see it themselves, the EPA air quality standards, the water permits, the noise compliance, and how the project actually operates before anything scales further.$

People in Utah have started asking us an important question, when you build these power facilities for AI data centers, can some of that energy be sold back into the local grid? The answer is yes. That completely changes the conversation. Instead of being seen as “the evil data center guys,” we can help power Utah’s grid while also building critical AI infrastructure for the future. And despite the headlines, we’re not building the world’s largest data center overnight. We’re starting with just 1.5 gigawatts with 1 gigawatt of net IT load a small fraction of the long-term proposal and proving the model first. And it’s not a 40,000 acre data center. Our project a full build out will span 10-13k acres 7,500 of which will be preserved. We want the people of Box Elder County to come see it themselves, the EPA air quality standards, the water permits, the noise compliance, and how the project actually operates before anything scales further.

Kevin O'Leary aka Mr. Wonderful

71,524 görüntüleme • 1 ay önce

Local government allows more building because it makes it work for locals. In the UK, it has been nearly completely broken, and elections today will often be decided on national issues. In the US, cracks are showing, with property tax revolts like those that slowed the Californian growth machine. Housing, power plants, and data centres get blocked by neighbors who don't share in the upside. When they do share in it, as Loudoun County does with data centres, or as French communes did during the nuclear build-out, local residents become powerful forces in favour of development. I got a lot of my views on this from Judge Glock, so I invited him on the Works in Progress podcast to discuss why local government is the "missing layer" for cheaper housing, more energy, and better infrastructure. We discuss: - Why a northern Virginia county loves data centres - How 1970s school funding reforms made local governments stop wanting nuclear power plants - Why Main Streets died, and whether Business Improvement Districts can bring them back - How American cities cleaned up their water with no help from Washington - How local government built the Golden Gate Bridge in four years - Whether Thatcher was right to gut British local government Spotify: Apple Podcasts: YouTube:

Local government allows more building because it makes it work for locals. In the UK, it has been nearly completely broken, and elections today will often be decided on national issues. In the US, cracks are showing, with property tax revolts like those that slowed the Californian growth machine. Housing, power plants, and data centres get blocked by neighbors who don't share in the upside. When they do share in it, as Loudoun County does with data centres, or as French communes did during the nuclear build-out, local residents become powerful forces in favour of development. I got a lot of my views on this from Judge Glock, so I invited him on the Works in Progress podcast to discuss why local government is the "missing layer" for cheaper housing, more energy, and better infrastructure. We discuss: - Why a northern Virginia county loves data centres - How 1970s school funding reforms made local governments stop wanting nuclear power plants - Why Main Streets died, and whether Business Improvement Districts can bring them back - How American cities cleaned up their water with no help from Washington - How local government built the Golden Gate Bridge in four years - Whether Thatcher was right to gut British local government Spotify: Apple Podcasts: YouTube:

Ben Southwood

11,153 görüntüleme • 2 ay önce

American Farmers are speaking out against META’s new Louisiana data center Farmers say this 2,500 acre data center is going to deplete their water system - The data center will require millions of gallons of water DAILY from local aquifers - The facility demands up to 2 gigawatts of power, leading Entergy Louisiana to build 3 new natural gas plants - 90% of the town’s residents income comes from farming “Our farmers around here really rely on the water system for irrigating their crops and stuff like that. If they deplete the water system, that's gonna be a big problem — In a sense, it feels like they come take advantage of us poor dumb rural folks, you know.” “This data center is gonna use about three times the energy that New Orleans uses in a year.” Residents are worried this is going to skyrocket their electric bills “This being large farming community here in Northeast Louisiana. We're giving our most valuable resource, which is farmland. I want to know what is META doing to give back to the community.”

American Farmers are speaking out against META’s new Louisiana data center Farmers say this 2,500 acre data center is going to deplete their water system - The data center will require millions of gallons of water DAILY from local aquifers - The facility demands up to 2 gigawatts of power, leading Entergy Louisiana to build 3 new natural gas plants - 90% of the town’s residents income comes from farming “Our farmers around here really rely on the water system for irrigating their crops and stuff like that. If they deplete the water system, that's gonna be a big problem — In a sense, it feels like they come take advantage of us poor dumb rural folks, you know.” “This data center is gonna use about three times the energy that New Orleans uses in a year.” Residents are worried this is going to skyrocket their electric bills “This being large farming community here in Northeast Louisiana. We're giving our most valuable resource, which is farmland. I want to know what is META doing to give back to the community.”

Wall Street Apes

158,244 görüntüleme • 9 ay önce

Elon Musk explains the “series of miracles” xAI had to achieve to bring one gigawatt of power online for its supercomputer cluster in Memphis The xAI team coordinated dozens of gas turbines, faced permit challenges in Tennessee, and ultimately moved the power generation just across the border into Mississippi. From there, they had to run high-voltage transmission lines and build an entire power plant on the Mississippi side and it was very difficult to build that But the deeper point is even more important Most people calculate AI power needs by looking only at the GPUs. That is a serious mistake. A real data center also requires substantial power for networking, CPUs, storage, and most critically cooling In Memphis, where summer temperatures are extreme, peak cooling demand can add roughly 40% more power. On top of that, operators must maintain extra capacity so generators can be taken offline for servicing without shutting down the entire system. This redundancy typically adds another 20 to 25 percent When all of these factors are included, Elon stated that approximately 110,000 GB300 GPUs require roughly 330 megawatts of actual power generation This is why building and powering frontier AI data centers is far more difficult and far more capital intensive than it appears from the outside

Elon Musk explains the “series of miracles” xAI had to achieve to bring one gigawatt of power online for its supercomputer cluster in Memphis The xAI team coordinated dozens of gas turbines, faced permit challenges in Tennessee, and ultimately moved the power generation just across the border into Mississippi. From there, they had to run high-voltage transmission lines and build an entire power plant on the Mississippi side and it was very difficult to build that But the deeper point is even more important Most people calculate AI power needs by looking only at the GPUs. That is a serious mistake. A real data center also requires substantial power for networking, CPUs, storage, and most critically cooling In Memphis, where summer temperatures are extreme, peak cooling demand can add roughly 40% more power. On top of that, operators must maintain extra capacity so generators can be taken offline for servicing without shutting down the entire system. This redundancy typically adds another 20 to 25 percent When all of these factors are included, Elon stated that approximately 110,000 GB300 GPUs require roughly 330 megawatts of actual power generation This is why building and powering frontier AI data centers is far more difficult and far more capital intensive than it appears from the outside

X Freeze

140,203 görüntüleme • 2 ay önce

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?

Ricardo

146,676 görüntüleme • 4 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 • 1 ay önce

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

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

HustleBitch

22,329 görüntüleme • 11 gün önce

The world knows we have a PM who is more interested in headline-making announcements than the consequences that follow. A single Meta data center in Georgia reportedly consumes around 5,00,000 gallons of water every day — nearly 10% of an entire county’s supply. One facility in Iowa used almost a billion gallons in a year. Google’s operations consumed nearly 6.1 billion gallons of water in 2024 as AI cooling demands surged. Most of this water is lost through evaporation. Now imagine aggressively pushing this model into a water-stressed country like India. India already has 132 data centres and plans to add 87 more. Nearly 80% are foreign-funded. Governments are offering huge incentives — tax exemptions for years, subsidised land, electricity duty waivers, and special treatment for foreign corporations. Meanwhile, ordinary citizens are constantly told to save water and electricity. Google’s AI hub is coming up in Visakhapatnam. More such projects are being pushed across states in the name of “development,” yet hardly anyone is discussing groundwater depletion, electricity burden, environmental damage, or long-term sustainability. When communities in the U.S. began resisting these projects over water usage, electricity costs, land consumption, and noise pollution, companies started looking elsewhere. The Modi government readily embraced them — because for Modi headlines mattered more. Over $64 billion worth of data centre projects in the U.S. have reportedly been delayed or blocked due to growing public opposition over environmental and resource concerns. But in India, every announcement is celebrated without questioning who truly benefits — and who will pay the environmental price for decades to come.

The world knows we have a PM who is more interested in headline-making announcements than the consequences that follow. A single Meta data center in Georgia reportedly consumes around 5,00,000 gallons of water every day — nearly 10% of an entire county’s supply. One facility in Iowa used almost a billion gallons in a year. Google’s operations consumed nearly 6.1 billion gallons of water in 2024 as AI cooling demands surged. Most of this water is lost through evaporation. Now imagine aggressively pushing this model into a water-stressed country like India. India already has 132 data centres and plans to add 87 more. Nearly 80% are foreign-funded. Governments are offering huge incentives — tax exemptions for years, subsidised land, electricity duty waivers, and special treatment for foreign corporations. Meanwhile, ordinary citizens are constantly told to save water and electricity. Google’s AI hub is coming up in Visakhapatnam. More such projects are being pushed across states in the name of “development,” yet hardly anyone is discussing groundwater depletion, electricity burden, environmental damage, or long-term sustainability. When communities in the U.S. began resisting these projects over water usage, electricity costs, land consumption, and noise pollution, companies started looking elsewhere. The Modi government readily embraced them — because for Modi headlines mattered more. Over $64 billion worth of data centre projects in the U.S. have reportedly been delayed or blocked due to growing public opposition over environmental and resource concerns. But in India, every announcement is celebrated without questioning who truly benefits — and who will pay the environmental price for decades to come.

Harmeet Kaur K 🇮🇳

16,254 görüntüleme • 1 ay önce

🇺🇸 AI IS SPIKING YOUR POWER BILL - IS SOLAR OUR ONLY WAY OUT? America’s largest grid, PJM, says AI data centers are devouring electricity - up to 30x more than traditional ones. Between 2024 and 2025, AI helped fuel a $9 billion cost surge across 13 states. That’s an extra $25/month on some people’s bills - and climbing. Meanwhile, fossil fuel plants are closing, clean energy is stuck in bureaucracy. The grid’s buckling, your AC’s wheezing, and AI doesn’t sleep. So what’s left? Solar. It’s fast, scalable, and already on your rooftop - or should be. Because if we’re going to feed the AI beast, we better find a way to power it that won’t bankrupt the rest of us. Source: Fox News

🇺🇸 AI IS SPIKING YOUR POWER BILL - IS SOLAR OUR ONLY WAY OUT? America’s largest grid, PJM, says AI data centers are devouring electricity - up to 30x more than traditional ones. Between 2024 and 2025, AI helped fuel a $9 billion cost surge across 13 states. That’s an extra $25/month on some people’s bills - and climbing. Meanwhile, fossil fuel plants are closing, clean energy is stuck in bureaucracy. The grid’s buckling, your AC’s wheezing, and AI doesn’t sleep. So what’s left? Solar. It’s fast, scalable, and already on your rooftop - or should be. Because if we’re going to feed the AI beast, we better find a way to power it that won’t bankrupt the rest of us. Source: Fox News

Mario Nawfal

52,762 görüntüleme • 11 ay önce

Pennsylvania power bills going up December 1st. The increase is 800% ‌ Capacity price $29.50/ megawatt per day New Capacity price $270.35/ megawatt per day ‌ This is a 800% increase and customers will pay $2.18 billion dollars more ‌ Pittsburgh news says it’s due to data centers ‌ “The power bill is going up, maybe five of the most dreaded words ever. ‌ The increases are significant. ‌ So there's a company that makes sure there's enough electricity in the grid to match demand. ‌ — The company I just talked about, PJM, it does a capacity auction with the increase per megawatt day going from about 30 bucks to more than 270. That's an 800% increase, with customers like us paying nearly $2.2 billion more. ‌ There are two parts to your electric bill. There's the supply and the delivery charge. ‌ This increase impacts the supply charge. ‌ - Power company DLC will go up about 10%. - Power company WestPenn will go up about 6% - Delivery rate is staying the same - So your overall bill will go up about 3%. ‌ So why is this happening? Data centers, along with more connections, says FirstEnergy's Chris Hoenig”

Pennsylvania power bills going up December 1st. The increase is 800% ‌ Capacity price $29.50/ megawatt per day New Capacity price $270.35/ megawatt per day ‌ This is a 800% increase and customers will pay $2.18 billion dollars more ‌ Pittsburgh news says it’s due to data centers ‌ “The power bill is going up, maybe five of the most dreaded words ever. ‌ The increases are significant. ‌ So there's a company that makes sure there's enough electricity in the grid to match demand. ‌ — The company I just talked about, PJM, it does a capacity auction with the increase per megawatt day going from about 30 bucks to more than 270. That's an 800% increase, with customers like us paying nearly $2.2 billion more. ‌ There are two parts to your electric bill. There's the supply and the delivery charge. ‌ This increase impacts the supply charge. ‌ - Power company DLC will go up about 10%. - Power company WestPenn will go up about 6% - Delivery rate is staying the same - So your overall bill will go up about 3%. ‌ So why is this happening? Data centers, along with more connections, says FirstEnergy's Chris Hoenig”

Wall Street Apes

452,515 görüntüleme • 7 ay önce

In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam

In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam

Raghav Chadha

70,153 görüntüleme • 4 ay önce

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Melvin

103,592 görüntüleme • 3 gün önce