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Oracle has reportedly pushed back completion dates to 2028 from 2027 for some of the data centers it is working on for OpenAI because of labor and material shortages.

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Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:

Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:

CEPR

11,834 views • 1 month ago

Sam Altman: “By the end 2028, more of the worlds intellectual capacity could reside inside of data centers than outside of them” They are going to need so much energy and compute for this Pretty crazy statement from the OpenAI CEO

Sam Altman: “By the end 2028, more of the worlds intellectual capacity could reside inside of data centers than outside of them” They are going to need so much energy and compute for this Pretty crazy statement from the OpenAI CEO

Small Cap Snipa

12,927 views • 5 months ago

Back The Comedy Store working on new material for new tour dates next year because we have to laugh about all this ya know?

Back The Comedy Store working on new material for new tour dates next year because we have to laugh about all this ya know?

Whitney Cummings

18,144 views • 7 months ago

There are RVs parked for miles in Abilene, Texas They are used for temporary housing for thousands of construction workers building massive AI data centers Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water

There are RVs parked for miles in Abilene, Texas They are used for temporary housing for thousands of construction workers building massive AI data centers Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water

Wall Street Apes

334,425 views • 2 months ago

🚨WATCH: The push for green energy is running head first into the push for data centers. Spotsylvania County, Virginia is home to the largest solar panel development east of the Rockies. But despite its large 6,300+ acre footprint, it doesn’t provide enough power for one large data center complex in Loudoun County. Loudoun County has more than 200 data centers, and Virginia has more than 600 data centers. More data centers are on the way.

🚨WATCH: The push for green energy is running head first into the push for data centers. Spotsylvania County, Virginia is home to the largest solar panel development east of the Rockies. But despite its large 6,300+ acre footprint, it doesn’t provide enough power for one large data center complex in Loudoun County. Loudoun County has more than 200 data centers, and Virginia has more than 600 data centers. More data centers are on the way.

Nick Minock

162,187 views • 19 days ago

Dozens of janitors from India have appeared in St. Petersburg. The first team of workers arrived back in September. It is reported that some of them previously worked as IT developers in their home country. These workers are reportedly paid around 100,000 rubles (~1,240 USD). Earlier, Manturov stated that Russia is "ready to accept an unlimited number of Indian workers to make up for labor shortages."

Dozens of janitors from India have appeared in St. Petersburg. The first team of workers arrived back in September. It is reported that some of them previously worked as IT developers in their home country. These workers are reportedly paid around 100,000 rubles (~1,240 USD). Earlier, Manturov stated that Russia is "ready to accept an unlimited number of Indian workers to make up for labor shortages."

Anton Gerashchenko

591,934 views • 7 months ago

I’m with the skeptics on these AI data centers. Not because I’m against data centers, but because Big Tech is running roughshod over local communities instead of working with them on the real trade-offs.

I’m with the skeptics on these AI data centers. Not because I’m against data centers, but because Big Tech is running roughshod over local communities instead of working with them on the real trade-offs.

Kevin Roberts

90,941 views • 10 days ago

🔥ED ZITRON: "IF OPENAI FAILS, ORACLE IS IN THE TOILET" Zitron called OpenAI "the Lehman Brothers of AI" and says its collapse would shake the entire market. Oracle's credit rating was downgraded to one level above junk specifically because of its $340 BILLION data center buildout for a company that may never be able to pay. "OpenAI IS the AI bubble. There is not another entity on Earth who can afford to pay for Stargate. No one."

🔥ED ZITRON: "IF OPENAI FAILS, ORACLE IS IN THE TOILET" Zitron called OpenAI "the Lehman Brothers of AI" and says its collapse would shake the entire market. Oracle's credit rating was downgraded to one level above junk specifically because of its $340 BILLION data center buildout for a company that may never be able to pay. "OpenAI IS the AI bubble. There is not another entity on Earth who can afford to pay for Stargate. No one."

Coin Bureau

50,922 views • 9 days ago

Yesterday, I spoke out against data centers and AI layoffs at the Seattle City Council. Under mass pressure, the City Council passed a one-year moratorium on new hyperscale data centers. This is a victory for working people, but one year is far from enough. My independent socialist campaign for Congress is the only one in this election fighting for an end to hyperscale data centers, for democratic public ownership of all existing data centers, and for a public-sector living wage jobs guarantee, funded by taxing the rich, to counter the AI-related mass layoffs. #datacenter #socialist #independent #ai #freepalestine

Yesterday, I spoke out against data centers and AI layoffs at the Seattle City Council. Under mass pressure, the City Council passed a one-year moratorium on new hyperscale data centers. This is a victory for working people, but one year is far from enough. My independent socialist campaign for Congress is the only one in this election fighting for an end to hyperscale data centers, for democratic public ownership of all existing data centers, and for a public-sector living wage jobs guarantee, funded by taxing the rich, to counter the AI-related mass layoffs. #datacenter #socialist #independent #ai #freepalestine

Kshama Sawant

19,052 views • 1 month ago

The founder of Oracle got on stage and said something that made half the AI industry wince: "it no longer matters which model you use, Claude or ChatGPT. the models have become an interchangeable commodity, and all the value has shifted somewhere else." Larry Ellison knows what he's talking about. he took Oracle from $1,200 in his pocket to becoming the second richest man on the planet, and he's now building the world's largest AI cluster for OpenAI. every model trains on the same open internet data, so they quickly become identical. the edge doesn't come from the model, it comes from the closed data nobody else has but you. in 50 minutes he shows why models become interchangeable, why the only moat is private data, how Oracle built a 1.2 billion watt cluster for OpenAI, and why AI robots will operate more precisely than surgeons. while some argue over whose chatbot is smarter, others are quietly building defensive walls out of their private data. bookmark it and watch ↓

The founder of Oracle got on stage and said something that made half the AI industry wince: "it no longer matters which model you use, Claude or ChatGPT. the models have become an interchangeable commodity, and all the value has shifted somewhere else." Larry Ellison knows what he's talking about. he took Oracle from $1,200 in his pocket to becoming the second richest man on the planet, and he's now building the world's largest AI cluster for OpenAI. every model trains on the same open internet data, so they quickly become identical. the edge doesn't come from the model, it comes from the closed data nobody else has but you. in 50 minutes he shows why models become interchangeable, why the only moat is private data, how Oracle built a 1.2 billion watt cluster for OpenAI, and why AI robots will operate more precisely than surgeons. while some argue over whose chatbot is smarter, others are quietly building defensive walls out of their private data. bookmark it and watch ↓

Damir Akaza

164,950 views • 1 month ago

🚨 JUST IN: Florida Gov. Ron DeSantis has just BANNED AI data centers from using up all the water needed by citizens during a drought And the law BANS utility companies from charging higher prices because of data centers "How are you going to say that somehow the water can go to a data center when we need to water for our own people and for the core functions of our society?"

🚨 JUST IN: Florida Gov. Ron DeSantis has just BANNED AI data centers from using up all the water needed by citizens during a drought And the law BANS utility companies from charging higher prices because of data centers "How are you going to say that somehow the water can go to a data center when we need to water for our own people and for the core functions of our society?"

Eric Daugherty

568,346 views • 2 months ago

For too long, data center management and operations tooling have overpromised and undelivered. As data centers have evolved to become AI factories, legacy tooling and limited innovation has meant downtime, hotspots, lack of asset visibility, and more. That ends now for teams that use Aravolta. We’ve been quietly working with data center operators to build tools, powered by AI, to change the game for data centers.

For too long, data center management and operations tooling have overpromised and undelivered. As data centers have evolved to become AI factories, legacy tooling and limited innovation has meant downtime, hotspots, lack of asset visibility, and more. That ends now for teams that use Aravolta. We’ve been quietly working with data center operators to build tools, powered by AI, to change the game for data centers.

Margarita G

59,603 views • 1 year ago

Billion-Dollar Data Centers Are Taking Over the World | Lauren Goode, WIRED When Sam Altman said one year ago that OpenAI’s Roman Empire is the actual Roman Empire, he wasn’t kidding. In the same way that the Romans gradually amassed an empire of land spanning three continents and one-ninth of the Earth’s circumference, the CEO and his cohort are now dotting the planet with their own latifundia—not agricultural estates, but AI data centers. Tech executives like Altman, Nvidia CEO Jensen Huang, Microsoft CEO Satya Nadella, and Oracle cofounder Larry Ellison are fully bought in to the idea that the future of the American (and possibly global) economy are these new warehouses stocked with IT infrastructure. But data centers, of course, aren’t actually new. In the earliest days of computing there were giant power-sucking mainframes in climate-controlled rooms, with co-ax cables moving information from the mainframe to a terminal computer. Then the consumer internet boom of the late 1990s spawned a new era of infrastructure. Massive buildings began popping up in the backyard of Washington, DC, with racks and racks of computers that stored and processed data for tech companies. A decade later, “the cloud” became the squishy infrastructure of the internet. Storage got cheaper. Some companies, like Amazon, capitalized on this. Giant data centers continued to proliferate, but instead of a tech company using some combination of on-premise servers and rented data center racks, they offloaded their computing needs to a bunch of virtualized environments. (“What is the cloud?” a perfectly intelligent family member asked me in the mid-2010s, “and why am I paying for 17 different subscriptions to it?”) All the while tech companies were hoovering up petabytes of data, data that people willingly shared online, in enterprise workspaces, and through mobile apps. Firms began finding new ways to mine and structure this “Big Data,” and promised that it would change lives. In many ways, it did. You had to know where this was going. Now the tech industry is in the fever-dream days of generative AI, which requires new levels of computing resources. Big Data is tired; big data centers are here, and wired—for AI. Faster, more efficient chips are needed to power AI data centers, and chipmakers like Nvidia and AMD have been jumping up and down on the proverbial couch, proclaiming their love for AI. The industry has entered an unprecedented era of capital investments in AI infrastructure, tilting the US into positive GDP territory. These are massive, swirling deals that might as well be cocktail party handshakes, greased with gigawatts and exuberance, while the rest of us try to track real contracts and dollars. OpenAI, Microsoft, Nvidia, Oracle, and SoftBank have struck some of the biggest deals. This year an earlier supercomputing project between OpenAI and Microsoft, called Stargate, became the vehicle for a massive AI infrastructure project in the US. (President Donald Trump called it the largest AI infrastructure project in history, because of course he did, but that may not have been hyperbolic.) Altman, Ellison, and SoftBank CEO Masayoshi Son were all in on the deal, pledging $100 billion to start, with plans to invest up to $500 billion into Stargate in the coming years. Nvidia GPUs would be deployed. Later, in July, OpenAI and Oracle announced an additional Stargate partnership—SoftBank curiously absent—measured in gigawatts of capacity (4.5) and expected job creation (around 100,000). Microsoft, Amazon, and Meta have also shared plans for multibillion-dollar data projects. Microsoft said at the start of 2025 that it was on track to invest “approximately $80 billion to build out AI-enabled data centers to train AI models and deploy AI and cloud-based applications around the world.” Then, in September, Nvidia said it would invest up to $100 billion in OpenAI, provided that OpenAI made good on a deal to use up to 10 gigawatts of Nvidia’s systems for OpenAI’s infrastructure plans, which means essentially that OpenAI has to pay Nvidia in order to get paid by Nvidia. The following month AMD said it would give OpenAI as much as 10 percent of the chip company if OpenAI purchased and deployed up to 6 gigawatts of AMD GPUs between now and 2030. It’s the circular nature of these investments that have the general public, and bearish analysts, wondering if we’re headed for an AI bubble burst. What’s clear is that the near-term downstream effects of these data center build-outs are real. The energy, resource, and labor demands of AI infrastructure are enormous. By some estimates, worldwide AI energy demand is set to surpass demand from bitcoin mining by the end of this year, WIRED has reported. The processors in data centers run hot and need to be cooled, so big tech companies are pulling from municipal water supplies to make that happen—and aren’t always disclosing how much water they’re using. Local wells are running dry or seem unsafe to drink from. Residents who live near data center construction sites are noting that traffic delays, and in some cases car crashes, are increasing. One corner of Richland Parish, Louisiana, home of Meta’s $27 billion Hyperion data center, has seen a 600 percent spike in vehicle crashes this year. Major proponents of AI seem to suggest that all of this will be worth it. Few top tech executives will publicly entertain the notion that this might be an overshoot, either ecologically or economically. “Emphatically … no,” Lisa Su, the chief executive of AMD, said earlier this month when asked if the AI froth has runneth over. Su, like other execs, cited overwhelming demand for AI as justification for these enormous capital expenditures. Demand from whom? Harder to pin down. In their mind, it’s everyone. All of us. The 800 million people who use ChatGPT on a weekly basis. The evolution from those 1990s data centers to the 2000s era of cloud computing to new AI data centers wasn’t just one continuum. The world has concurrently moved from the tiny internet to the big internet to the AI internet, and realistically speaking, there’s no going back. Generative AI is out of the bottle. The Sams and Jensens and Larrys and Lisas of the world aren’t wrong about this. It doesn’t mean they aren’t wrong about the math, though. About their economic predictions. Or their ideas about AI-powered productivity and the labor market. Or the availability of natural and material resources for these data centers. Or who will come once they build them. Or the timing of it all. Even Rome eventually collapsed.

Billion-Dollar Data Centers Are Taking Over the World | Lauren Goode, WIRED When Sam Altman said one year ago that OpenAI’s Roman Empire is the actual Roman Empire, he wasn’t kidding. In the same way that the Romans gradually amassed an empire of land spanning three continents and one-ninth of the Earth’s circumference, the CEO and his cohort are now dotting the planet with their own latifundia—not agricultural estates, but AI data centers. Tech executives like Altman, Nvidia CEO Jensen Huang, Microsoft CEO Satya Nadella, and Oracle cofounder Larry Ellison are fully bought in to the idea that the future of the American (and possibly global) economy are these new warehouses stocked with IT infrastructure. But data centers, of course, aren’t actually new. In the earliest days of computing there were giant power-sucking mainframes in climate-controlled rooms, with co-ax cables moving information from the mainframe to a terminal computer. Then the consumer internet boom of the late 1990s spawned a new era of infrastructure. Massive buildings began popping up in the backyard of Washington, DC, with racks and racks of computers that stored and processed data for tech companies. A decade later, “the cloud” became the squishy infrastructure of the internet. Storage got cheaper. Some companies, like Amazon, capitalized on this. Giant data centers continued to proliferate, but instead of a tech company using some combination of on-premise servers and rented data center racks, they offloaded their computing needs to a bunch of virtualized environments. (“What is the cloud?” a perfectly intelligent family member asked me in the mid-2010s, “and why am I paying for 17 different subscriptions to it?”) All the while tech companies were hoovering up petabytes of data, data that people willingly shared online, in enterprise workspaces, and through mobile apps. Firms began finding new ways to mine and structure this “Big Data,” and promised that it would change lives. In many ways, it did. You had to know where this was going. Now the tech industry is in the fever-dream days of generative AI, which requires new levels of computing resources. Big Data is tired; big data centers are here, and wired—for AI. Faster, more efficient chips are needed to power AI data centers, and chipmakers like Nvidia and AMD have been jumping up and down on the proverbial couch, proclaiming their love for AI. The industry has entered an unprecedented era of capital investments in AI infrastructure, tilting the US into positive GDP territory. These are massive, swirling deals that might as well be cocktail party handshakes, greased with gigawatts and exuberance, while the rest of us try to track real contracts and dollars. OpenAI, Microsoft, Nvidia, Oracle, and SoftBank have struck some of the biggest deals. This year an earlier supercomputing project between OpenAI and Microsoft, called Stargate, became the vehicle for a massive AI infrastructure project in the US. (President Donald Trump called it the largest AI infrastructure project in history, because of course he did, but that may not have been hyperbolic.) Altman, Ellison, and SoftBank CEO Masayoshi Son were all in on the deal, pledging $100 billion to start, with plans to invest up to $500 billion into Stargate in the coming years. Nvidia GPUs would be deployed. Later, in July, OpenAI and Oracle announced an additional Stargate partnership—SoftBank curiously absent—measured in gigawatts of capacity (4.5) and expected job creation (around 100,000). Microsoft, Amazon, and Meta have also shared plans for multibillion-dollar data projects. Microsoft said at the start of 2025 that it was on track to invest “approximately $80 billion to build out AI-enabled data centers to train AI models and deploy AI and cloud-based applications around the world.” Then, in September, Nvidia said it would invest up to $100 billion in OpenAI, provided that OpenAI made good on a deal to use up to 10 gigawatts of Nvidia’s systems for OpenAI’s infrastructure plans, which means essentially that OpenAI has to pay Nvidia in order to get paid by Nvidia. The following month AMD said it would give OpenAI as much as 10 percent of the chip company if OpenAI purchased and deployed up to 6 gigawatts of AMD GPUs between now and 2030. It’s the circular nature of these investments that have the general public, and bearish analysts, wondering if we’re headed for an AI bubble burst. What’s clear is that the near-term downstream effects of these data center build-outs are real. The energy, resource, and labor demands of AI infrastructure are enormous. By some estimates, worldwide AI energy demand is set to surpass demand from bitcoin mining by the end of this year, WIRED has reported. The processors in data centers run hot and need to be cooled, so big tech companies are pulling from municipal water supplies to make that happen—and aren’t always disclosing how much water they’re using. Local wells are running dry or seem unsafe to drink from. Residents who live near data center construction sites are noting that traffic delays, and in some cases car crashes, are increasing. One corner of Richland Parish, Louisiana, home of Meta’s $27 billion Hyperion data center, has seen a 600 percent spike in vehicle crashes this year. Major proponents of AI seem to suggest that all of this will be worth it. Few top tech executives will publicly entertain the notion that this might be an overshoot, either ecologically or economically. “Emphatically … no,” Lisa Su, the chief executive of AMD, said earlier this month when asked if the AI froth has runneth over. Su, like other execs, cited overwhelming demand for AI as justification for these enormous capital expenditures. Demand from whom? Harder to pin down. In their mind, it’s everyone. All of us. The 800 million people who use ChatGPT on a weekly basis. The evolution from those 1990s data centers to the 2000s era of cloud computing to new AI data centers wasn’t just one continuum. The world has concurrently moved from the tiny internet to the big internet to the AI internet, and realistically speaking, there’s no going back. Generative AI is out of the bottle. The Sams and Jensens and Larrys and Lisas of the world aren’t wrong about this. It doesn’t mean they aren’t wrong about the math, though. About their economic predictions. Or their ideas about AI-powered productivity and the labor market. Or the availability of natural and material resources for these data centers. Or who will come once they build them. Or the timing of it all. Even Rome eventually collapsed.

Owen Gregorian

55,427 views • 7 months ago

This is NY State Senator Kristen Gonzales talking about the data center moratorium at a DSA Ecosocialism event: "I wanted to talk today about a bill that we just passed...that would impose a one-year moratorium on the biggest data centers, and then also talk a little bit about from a socialist and office perspective, what I see some of the challenges being and some of the opportunities for our organization when it comes to data centers." The executive order Hochul signed today was pushed by some of the most radical left-wing groups in the country. This isn't an organic movement. (h/t Stu Smith):

This is NY State Senator Kristen Gonzales talking about the data center moratorium at a DSA Ecosocialism event: "I wanted to talk today about a bill that we just passed...that would impose a one-year moratorium on the biggest data centers, and then also talk a little bit about from a socialist and office perspective, what I see some of the challenges being and some of the opportunities for our organization when it comes to data centers." The executive order Hochul signed today was pushed by some of the most radical left-wing groups in the country. This isn't an organic movement. (h/t Stu Smith):

City Journal

12,316 views • 13 days ago

Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

Kierra | Data Conversationalist🎙

179,135 views • 1 year ago

Reportedly BJP has decided to give 'Sougaat e Modi' kit to 32 lakh Muslims on the occasion of Eid. The campaign will start from Delhi. The kit will include: food items, clothes, vermicelli, dates, dry fruits, sugar, suit material for women, kurta-pyjama for men. Your views!!

Reportedly BJP has decided to give 'Sougaat e Modi' kit to 32 lakh Muslims on the occasion of Eid. The campaign will start from Delhi. The kit will include: food items, clothes, vermicelli, dates, dry fruits, sugar, suit material for women, kurta-pyjama for men. Your views!!

Megh Updates 🚨™

524,019 views • 1 year ago

The RVs parked for miles in Abilene, Texas seem to never end I shared earlier footage of this, but this shows they are expanding and building 2,300 more spaces They are used for temporary housing for thousands of construction workers building massive AI data centers The city has approved large-scale RV parks specifically for data center workers, including a nearly 1,000-space park on Elmdale Road and plans for up to 2,300+ spaces total across new developments Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water Each major project can have as many as 6,000 workers on site each day

The RVs parked for miles in Abilene, Texas seem to never end I shared earlier footage of this, but this shows they are expanding and building 2,300 more spaces They are used for temporary housing for thousands of construction workers building massive AI data centers The city has approved large-scale RV parks specifically for data center workers, including a nearly 1,000-space park on Elmdale Road and plans for up to 2,300+ spaces total across new developments Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water Each major project can have as many as 6,000 workers on site each day

Wall Street Apes

60,470 views • 2 months ago

🚨 DeSantis says NO to hyperscale AI data centers! They do NOT create jobs for Americans, but H-1B’s from India! “We are NOT going to allow any cost to be imposed on the people of our communities because of hyperscale data centers. Dead end here. That is not going to happen.”

🚨 DeSantis says NO to hyperscale AI data centers! They do NOT create jobs for Americans, but H-1B’s from India! “We are NOT going to allow any cost to be imposed on the people of our communities because of hyperscale data centers. Dead end here. That is not going to happen.”

Chris Nelson 🏝️🇺🇸

50,449 views • 5 months ago

DATA CENTERS—GENE DECODE It Is Biblical because what was meant for 🌎 humanity-was flipped back onto evil…..

DATA CENTERS—GENE DECODE It Is Biblical because what was meant for 🌎 humanity-was flipped back onto evil…..

Paul White Gold Eagle

24,320 views • 25 days ago

Package a project for a futuristic city in the middle of the desert, fool the public that it is for the future, gather more than $500 billion, and then scale it back to data centers and a survival city for the elites. The Line is not canceled; it's scaled down like it was always intended. They will pour trillions of dollars into the data centers and a 3-mile-long doomsday bunker protected by 500-meter walls and an entire ecosystem because the outside weather and cosmic radiation will be terrible.

Package a project for a futuristic city in the middle of the desert, fool the public that it is for the future, gather more than $500 billion, and then scale it back to data centers and a survival city for the elites. The Line is not canceled; it's scaled down like it was always intended. They will pour trillions of dollars into the data centers and a 3-mile-long doomsday bunker protected by 500-meter walls and an entire ecosystem because the outside weather and cosmic radiation will be terrible.

Open Minded Approach

90,654 views • 1 month ago