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Modular data centers move the labor problem. They do not remove it. Nico Bontigui on the new bottleneck "We're saving labor, we're taking all the construction to the factories, but that means that we actually need footprint. We need manufacturing plants." "We are industrializing the construction process of a... data center. That takes footprint, that takes production lines. It's completely changing the model of what it takes to build a data center." "Even if we are still in the early days of this transition, some of the companies at the leading edge of supplying these modules are already running into supply constraints." "They don't have the space, they don't have the factory workers. They had a lot of electricians in the construction companies, but they don't have the factory workers. This complete transition is going to mean some friction."show more

SemiAnalysis

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45,831 views • 11 days ago •via X (Twitter)

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SemiAnalysis11 days ago

Episode 29 is live. Nico Bontigui, Nigel Chiang, and Eric Wen join @JordanNanos on Lego data centers, the labor math, and who supplies the modules.

Ricci Research11 days ago

Prefab converts a construction schedule into a factory schedule, which trades unpredictable site labor for a fixed line rate you can't surge — the ceiling stops being weather and permits and becomes takt time. The electrician-to-factory-worker gap is the sharp detail: those are different skills, different wage structures, and a traveling trade doesn't relocate to a plant in Ohio.

Finn Stockinger11 days ago

We could say that about literally every stage of building DC.

Jure Ursic Cergol11 days ago

conservation of bottleneck strikes again

Omar ClimateSage11 days ago

Modular doesn't remove labor, it moves it into factories. I'd add clean power, land, and energy workers. That's where stable hubs like UAE make sense for scaling AI.

MOIP11 days ago

$DUOT is deploying modular DCs for edge inference use cases, 5MW-20MW sites. The CEO has been deploying these pods for the past decade, and has a patent on clean room/entryway system. Also has a distribution arm supplying customers with all of the OEMs you mention

marketmagic11 days ago

How can I get my application to your research analyst role to the top of the stack! Bay Area local, CFA l3 candidate (exam taken), math/econ degree, huge finance and economics passion, tech internships, career transitioner

ComputeCapital11 days ago

Moving labor into factories does not erase CapEx. It relocates the bottleneck to plant footprint and factory workers. Module supply is already tight.

Bookend11 days ago

MDC? What a load of crap Hasn’t worked in large scale Will not work in large scale

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“The factory is the weapon, because without the factory, you have no weapons.” Anduril’s Trae Stephens says even if we had equal labor costs, the US still couldn’t compete with China on manufacturing: “We offshored a lot of manufacturing work to lower-cost labor locations like China.” “Not only did they soak up a lot of that manufacturing capacity, but they also developed advanced tooling and know-how to build the things that we use every day.” “At this point, even if there was complete labor cost parity, we still don't have the ability to just magically reshore a lot of these critical components that are going to be important to the next 50 or 100 years.” “We're in this place where we really need to reindustrialize.”

sourcery

58,235 views • 6 months ago

Sen. Husted blames his constituents for record number of data centers in Ohio: "We just have to realize we're in this world in which we've created the demand. We the people have created the demand for these data centers because we use all of these digital products that it processes, and if we don't want them, then don't use them. I mean, you can go back to the bunny ear antenna on your TV, you don't need a data center. But if you're connected to a wire, you're using the data center. So, understand, when we look in the mirror, we are the problem."

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MTS

13,833 views • 2 months ago

We need the data centers. We have to win the AI race. My guest for episode 5 of Counterweight is Manhattan Institute's Judge Glock. This spring he wrote about Loudoun County, VA in City Journal. Loudoun, one of the richest counties in America, with a median household income of around $170,000, has become the unlikely center of a new data center-based industrial revolution. And it's not just Loudoun. Data center construction is up about twenty times nationwide in three years, leading to an enormous political backlash. New York State imposed a moratorium on data center construction, and even Republican Greg Abbott of Texas has put a temporary pause in place. Meanwhile, speaking for myself, I’ve seen a ton of fear-mongering about them, with very little in the way of clear explanation of what the costs and benefits are and what they mean for the localities that might bring them in. I've brought Judge on to walk through in granular detail how data centers work, how Loudoun County became ground zero for the data center boom, and the recent pushback against data centers. We also talk about the unfortunate habit that AI CEOs have of seeming like the gloomiest people in the world in relation to the products they are trying to sell.

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Will Chamberlain

21,345 views • 19 days ago

The companies that build these data centers are some of the wealthiest enterprises on the face of the Earth. They are wealthy enough to bring their own power

The companies that build these data centers are some of the wealthiest enterprises on the face of the Earth. They are wealthy enough to bring their own power

Josh Hawley

39,087 views • 3 months ago

Hidden camera recording catches a data center developer in Piedmont, Oklahoma saying it doesn’t matter if residents oppose his data center project The reason their city was chosen was because of the power infrastructure they need, resident outrage doesn’t matter Resident “I mean, but the citizens here are telling you that they don't want you here. Do, do you like going to communities where you're not really wanted?” Developer “Um, we work in a lot of different communities and have a lot of different reactions” (obviously negative reactions) Resident “But these people are clearly showing you that they don't want you here. So do you not think that when a citizens in a, in a community shows you that they don't want you here in their town, that maybe you should look to go locate your business elsewhere?” Developer “We look for strong spots on the grid, and that's what we have here” Resident “So you're just basically here not because you like the city of Piedmont, but because you like the power infrastructure and things like that?” Developer “The power infrastructure is very good” They openly admit they don’t care about the residents, they don’t care about the town or the issues the data center will cause, they are here for the power

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Wall Street Apes

298,757 views • 24 days ago

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Aleksandr Gampel

23,426 views • 4 months ago

👿👿 This made my blood boil!!! Trump said so many things that aren't true in this statement yesterday about America needing foreigners to train American workers, it's hard to know where to begin. But I'll try: 1. Phone manufacturing doesn't require high skilled labor. One can easily train the manual labor up required for this. But in the U.S., companies will likely use advanced manufacturing techniques that require 100x less manual labor. 2. America already has 41 semiconductor fabrication plants. Did you even know that? We make all kinds of chips already. Not necessarily that latest, cutting edge ones, but that's changing. 3. Semi fabs do not require large numbers of people to work in them like car factories. 4. Chip production is a specialty that American universities train people to do. Many American engineers have various aspects of chip making skills already. But chip making is an exception in that we may need some foreign labor to help in the short term. None of the other industries he mentions are anything like chip fabs. There is no need to generalize from the specific needs of chip makers to the rest of American workers. None. 5. The 'temporary' visas used to bring the 'thousands of foreign workers' into the country were changed into 'dual intent' visas in 2001. So every one of those workers will be seeking a Green Card and other visas to extend their stays and migrate here permanently. 6. The battery factory in Georgia was using ILLEGAL labor. We already have visa types for companies transfer needed staff to the U.S. Why didn't they use the L1 visa type that was available? And they weren't training American workers, they were doing all the work. They were also living 10 to a house poor living conditions. They also has other non-Korean illegal aliens working in the factory. What can we take from this? These foreign owned factories will be filled with foreign workers. Americans can drive Doordash and be the plumbers who fix their toilets...

👿👿 This made my blood boil!!! Trump said so many things that aren't true in this statement yesterday about America needing foreigners to train American workers, it's hard to know where to begin. But I'll try: 1. Phone manufacturing doesn't require high skilled labor. One can easily train the manual labor up required for this. But in the U.S., companies will likely use advanced manufacturing techniques that require 100x less manual labor. 2. America already has 41 semiconductor fabrication plants. Did you even know that? We make all kinds of chips already. Not necessarily that latest, cutting edge ones, but that's changing. 3. Semi fabs do not require large numbers of people to work in them like car factories. 4. Chip production is a specialty that American universities train people to do. Many American engineers have various aspects of chip making skills already. But chip making is an exception in that we may need some foreign labor to help in the short term. None of the other industries he mentions are anything like chip fabs. There is no need to generalize from the specific needs of chip makers to the rest of American workers. None. 5. The 'temporary' visas used to bring the 'thousands of foreign workers' into the country were changed into 'dual intent' visas in 2001. So every one of those workers will be seeking a Green Card and other visas to extend their stays and migrate here permanently. 6. The battery factory in Georgia was using ILLEGAL labor. We already have visa types for companies transfer needed staff to the U.S. Why didn't they use the L1 visa type that was available? And they weren't training American workers, they were doing all the work. They were also living 10 to a house poor living conditions. They also has other non-Korean illegal aliens working in the factory. What can we take from this? These foreign owned factories will be filled with foreign workers. Americans can drive Doordash and be the plumbers who fix their toilets...

War for the West

63,235 views • 10 months ago

John: There is a lot of opposition to building in America, broadly. That's just the nature of our society. I was thinking about, what do Americans want to build? Because it's easy to look at the data center stuff and be like, "Well, everyone's against building data centers." I was reflecting on the whole reindustrialization meme this weekend. And I was thinking about the actual knock-on effects of reindustrialization — most people don't want a car factory in their town. I actually think people don't really want change. They don't want things built. Data centers are probably at the bottom of the list. They're the least popular. But people don't want stuff built, generally. There are very few things that people are like, "Yeah, I'd be down for that to be built." People like the status quo. They're happy with things as they are. And they don't like change. People block home construction all the time. Also, permitting and expansion of existing homes. I'm not saying that they're as unpopular as data centers. Data centers are at the bottom. But new housing in communities is like razor's edge. I do think there's an element of like, Americans don't want to build anything.

John: There is a lot of opposition to building in America, broadly. That's just the nature of our society. I was thinking about, what do Americans want to build? Because it's easy to look at the data center stuff and be like, "Well, everyone's against building data centers." I was reflecting on the whole reindustrialization meme this weekend. And I was thinking about the actual knock-on effects of reindustrialization — most people don't want a car factory in their town. I actually think people don't really want change. They don't want things built. Data centers are probably at the bottom of the list. They're the least popular. But people don't want stuff built, generally. There are very few things that people are like, "Yeah, I'd be down for that to be built." People like the status quo. They're happy with things as they are. And they don't like change. People block home construction all the time. Also, permitting and expansion of existing homes. I'm not saying that they're as unpopular as data centers. Data centers are at the bottom. But new housing in communities is like razor's edge. I do think there's an element of like, Americans don't want to build anything.

TBPN

107,111 views • 4 months ago

Chris Camillo explains how Bloom Energy is solving AI data center energy usage problems… “ $BE is one of the only companies in the world that has a method to essentially bring almost an infinite amount of energy to these data centers." And we won't get into all the technology, but they are now working with hyperscalers and they are a resource for energy that will allow a data center to get ramped up quicker. "So, even though it costs a little bit more money today to put an energy cell from Bloom, an energy box from Bloom, which are energy cells, it essentially takes things like natural gas, but instead of burning the natural gas, there is a chemical process that turns that natural gas into energy for the data center."

Chris Camillo explains how Bloom Energy is solving AI data center energy usage problems… “ $BE is one of the only companies in the world that has a method to essentially bring almost an infinite amount of energy to these data centers." And we won't get into all the technology, but they are now working with hyperscalers and they are a resource for energy that will allow a data center to get ramped up quicker. "So, even though it costs a little bit more money today to put an energy cell from Bloom, an energy box from Bloom, which are energy cells, it essentially takes things like natural gas, but instead of burning the natural gas, there is a chemical process that turns that natural gas into energy for the data center."

The Iced Coffee Hour

277,703 views • 4 months ago

American goes and inspects new build homes and notices a strange trend. The homes with the absolute worst workmanship always have empty Modelo beer cans everywhere It’s a tell tale sign that cheap illegal labor is being hired to build new homes by construction companies The joking term for these workers are “Border Brothers construction, Modelo homes, etc.” Just look at this home… this is a new build that will go for over half a million dollars and it’s built HORRIBLY. Imagine buying this and all the issues you’ll have later - A 2023 study found about 15% of the construction industry workforce is illegal immigrants. Many people believe this number is drastically higher - 19% of construction occupations are illegal migrants - They estimate there are roughly 1.6 million unauthorized illegal construction workers nationwide - 2023 data said construction accounts for about 20% of all undocumented workers If you break it down by worker the numbers are even more shocking 38% of drywall workers are illegals 39% of plaster workers are illegals 36% of roofers are illegals It goes on and on. This is insane

American goes and inspects new build homes and notices a strange trend. The homes with the absolute worst workmanship always have empty Modelo beer cans everywhere It’s a tell tale sign that cheap illegal labor is being hired to build new homes by construction companies The joking term for these workers are “Border Brothers construction, Modelo homes, etc.” Just look at this home… this is a new build that will go for over half a million dollars and it’s built HORRIBLY. Imagine buying this and all the issues you’ll have later - A 2023 study found about 15% of the construction industry workforce is illegal immigrants. Many people believe this number is drastically higher - 19% of construction occupations are illegal migrants - They estimate there are roughly 1.6 million unauthorized illegal construction workers nationwide - 2023 data said construction accounts for about 20% of all undocumented workers If you break it down by worker the numbers are even more shocking 38% of drywall workers are illegals 39% of plaster workers are illegals 36% of roofers are illegals It goes on and on. This is insane

Wall Street Apes

355,270 views • 3 days ago

We have now realised that a majority of officials in this city are good people, they mean well, we need them every day doing the work they are employed to do. But there is a minority that’s part of the criminal networks and we are going to smoke them out of the system. That you have our word. City of Tshwane

We have now realised that a majority of officials in this city are good people, they mean well, we need them every day doing the work they are employed to do. But there is a minority that’s part of the criminal networks and we are going to smoke them out of the system. That you have our word. City of Tshwane

Dr Nasiphi Moya

42,360 views • 7 months ago

🚨 NOW: Vice President Vance SHOOTS DOWN the fake news that Trump will just give away Iran everything without verifying or enforcing anything "We don't trust WORDS, we trust ACTION and we trust conduct — and so we're going to reward conduct and we're not going to reward any words whether they're written on a sheet of paper or not!" "There's a lot of discussion, the MOU, the gentleman's agreements, the final deal. Words don't matter, ladies and gentlemen, we're about verification." "And so what we're going to do is to say, if they do the things that they have promised to do, they have promised not to enrich. They have promised that they would allow inspectors in to destroy that highly enriched stockpile and then of course it's not usable anymore." "They promise a number of things and that's why the deal contemplates a number of benefits if they do those things. But it doesn't do anything if they don't actually meet those promises."

🚨 NOW: Vice President Vance SHOOTS DOWN the fake news that Trump will just give away Iran everything without verifying or enforcing anything "We don't trust WORDS, we trust ACTION and we trust conduct — and so we're going to reward conduct and we're not going to reward any words whether they're written on a sheet of paper or not!" "There's a lot of discussion, the MOU, the gentleman's agreements, the final deal. Words don't matter, ladies and gentlemen, we're about verification." "And so what we're going to do is to say, if they do the things that they have promised to do, they have promised not to enrich. They have promised that they would allow inspectors in to destroy that highly enriched stockpile and then of course it's not usable anymore." "They promise a number of things and that's why the deal contemplates a number of benefits if they do those things. But it doesn't do anything if they don't actually meet those promises."

Eric Daugherty

15,117 views • 3 months ago

Are Data Centers Worth the Noise to Local Communities? "Multiple cities of people have filed lawsuits and complaints against these data centers because of the noise." "The first question I ask myself is, are we gonna need data centers in America? Yes, if we wanna compete in the modern world, in the modern economy, we are going to need them. They are good for society and good for the economy."

Are Data Centers Worth the Noise to Local Communities? "Multiple cities of people have filed lawsuits and complaints against these data centers because of the noise." "The first question I ask myself is, are we gonna need data centers in America? Yes, if we wanna compete in the modern world, in the modern economy, we are going to need them. They are good for society and good for the economy."

PBD Podcast

32,573 views • 4 months ago

Arteta on the players battling a physical strain: “Yes, but when I see them track back, when we lose the ball and the habits that they have, it's just amazing. That's why I know what they are doing, these players. There is a reason why we are the only English team in the competition, because this league and this schedule takes the hell out of you and it's very difficult to do what we've done. “We are not perfect, we need to improve things, that's for sure, we recognise that, but let's value what these players have done because they deserve it.”

Arteta on the players battling a physical strain: “Yes, but when I see them track back, when we lose the ball and the habits that they have, it's just amazing. That's why I know what they are doing, these players. There is a reason why we are the only English team in the competition, because this league and this schedule takes the hell out of you and it's very difficult to do what we've done. “We are not perfect, we need to improve things, that's for sure, we recognise that, but let's value what these players have done because they deserve it.”

Connor Humm

55,160 views • 5 months ago

Baier: The Kennedy Center board voted to rename the Kennedy Center the Trump-Kennedy Center. Is that going to fly up here? Thune: We are just starting to process that announcement. Baier: But you know the pushback—It's not just Democrats. There will be some Republicans that these are historic monuments that need to be named the thing that they were named. Thune: I'm not familiar with the process of how this is done. There is a question of whether or not it's in law… Do we have to change the law to do these sorts of things? I'm sure we will get all the answers to that in due time.

Baier: The Kennedy Center board voted to rename the Kennedy Center the Trump-Kennedy Center. Is that going to fly up here? Thune: We are just starting to process that announcement. Baier: But you know the pushback—It's not just Democrats. There will be some Republicans that these are historic monuments that need to be named the thing that they were named. Thune: I'm not familiar with the process of how this is done. There is a question of whether or not it's in law… Do we have to change the law to do these sorts of things? I'm sure we will get all the answers to that in due time.

Acyn

661,266 views • 9 months ago

BlackRock CEO Larry Fink says the biggest job boom coming to America has nothing to do with AI software or Wall Street, it's in infrastructure. Specifically, the construction, power grids, and data centers. That is where he believes the massive job growth is coming from. And his warning is that we are not ready for it. Companies are committing hundreds of billions to build out AI infrastructure across the US, Microsoft, Amazon, Meta, and Alphabet are projected to spend $650 billion on it this year alone. But that buildout requires physical workers. Electricians, pipefitters, construction crews, grid engineers. Fink told the Trump administration directly, the US doesn't have enough skilled workers to meet the demand these projects will create. Microsoft's Brad Smith called the skilled labor shortage the "single biggest challenge for data center expansion in the U.S." In some regions, Microsoft had to relocate workers or ask them to commute 75 miles just to fill critical roles. The electrical work alone accounts for 45–70% of total data center construction costs. Over 200,000 electricians are expected to retire in the next decade. The pipeline to replace them doesn't exist at the scale needed. Energy resilience is the other piece Fink flagged. Data centers don't just need to be built, they need consistent, reliable power. The US grid hasn't been meaningfully expanded in decades. China, by contrast, generates roughly twice the electricity the US does and is actively building more. Fink's point is direct because if the US doesn't win the buildout of its physical infrastructure, China will. That is why BlackRock just committed $100 million to fund training programs for 50,000 skilled trade workers over the next five years. The largest asset manager in the world is putting money into electricians and plumbers because it sees the bottleneck clearly.

BlackRock CEO Larry Fink says the biggest job boom coming to America has nothing to do with AI software or Wall Street, it's in infrastructure. Specifically, the construction, power grids, and data centers. That is where he believes the massive job growth is coming from. And his warning is that we are not ready for it. Companies are committing hundreds of billions to build out AI infrastructure across the US, Microsoft, Amazon, Meta, and Alphabet are projected to spend $650 billion on it this year alone. But that buildout requires physical workers. Electricians, pipefitters, construction crews, grid engineers. Fink told the Trump administration directly, the US doesn't have enough skilled workers to meet the demand these projects will create. Microsoft's Brad Smith called the skilled labor shortage the "single biggest challenge for data center expansion in the U.S." In some regions, Microsoft had to relocate workers or ask them to commute 75 miles just to fill critical roles. The electrical work alone accounts for 45–70% of total data center construction costs. Over 200,000 electricians are expected to retire in the next decade. The pipeline to replace them doesn't exist at the scale needed. Energy resilience is the other piece Fink flagged. Data centers don't just need to be built, they need consistent, reliable power. The US grid hasn't been meaningfully expanded in decades. China, by contrast, generates roughly twice the electricity the US does and is actively building more. Fink's point is direct because if the US doesn't win the buildout of its physical infrastructure, China will. That is why BlackRock just committed $100 million to fund training programs for 50,000 skilled trade workers over the next five years. The largest asset manager in the world is putting money into electricians and plumbers because it sees the bottleneck clearly.

StockMarket.News

46,903 views • 6 months ago

“This idea that if we regulate AI, that China will win, is not true. And the way that we know that is because China regulates AI. They have the most regulation of their AI than any country in the world. And they're moving very, very fast. They're almost at where we are or maybe going to beat us. And they have a ton of regulation.” “So the tech bros in the U.S. that say if we regulate AI, the Chinese going to win - that’s a self-serving argument. That isn't true. But at the same time, we have to understand that Chinese regulation of AI is meant to protect the Chinese Communist Party. When we talk about regulation of AI, we're talking about protecting our privacy, our citizens, our data, our democracy. They don't care about that in China. They don't have that.”

“This idea that if we regulate AI, that China will win, is not true. And the way that we know that is because China regulates AI. They have the most regulation of their AI than any country in the world. And they're moving very, very fast. They're almost at where we are or maybe going to beat us. And they have a ton of regulation.” “So the tech bros in the U.S. that say if we regulate AI, the Chinese going to win - that’s a self-serving argument. That isn't true. But at the same time, we have to understand that Chinese regulation of AI is meant to protect the Chinese Communist Party. When we talk about regulation of AI, we're talking about protecting our privacy, our citizens, our data, our democracy. They don't care about that in China. They don't have that.”

Josh Rogin

54,110 views • 5 days ago

Rep. Roy: "It is very clearly false that H-1B visas are bringing in the high skilled workers that we need. We need a wholly different approach to it. And again, I still say we need to PAUSE immigration and then figure out what we do, because if we don't remove a lot of the people who've come here, we're not going to have a country left." Sara Gonzales

Rep. Roy: "It is very clearly false that H-1B visas are bringing in the high skilled workers that we need. We need a wholly different approach to it. And again, I still say we need to PAUSE immigration and then figure out what we do, because if we don't remove a lot of the people who've come here, we're not going to have a country left." Sara Gonzales

Rep. Chip Roy Press Office

55,489 views • 7 months ago

This is Whitney Webb explaining the Israeli AI that they call the Gospel. It eliminates targets based on conditions harvested from the data they collected on the Palestinians. This is what they are trying to build here in America if we don't stop it. They need the surveillance first, so we need to destroy it. It isn't for your safety. These are the new weapons Bibi mentioned. They won't have to do anything. Just automate it and unleash the fleets of drones. It will start out innocent, with things like Walmart and Amazon delivery drones, but will be turned on the people once we relax again. I am pretty sure! This is what I have warned about.

This is Whitney Webb explaining the Israeli AI that they call the Gospel. It eliminates targets based on conditions harvested from the data they collected on the Palestinians. This is what they are trying to build here in America if we don't stop it. They need the surveillance first, so we need to destroy it. It isn't for your safety. These are the new weapons Bibi mentioned. They won't have to do anything. Just automate it and unleash the fleets of drones. It will start out innocent, with things like Walmart and Amazon delivery drones, but will be turned on the people once we relax again. I am pretty sure! This is what I have warned about.

Mofobian

31,962 views • 16 days ago