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.Shanu Mathew explains how massive AI data centers could actually make electricity cheaper for the communities hosting them: "You can sign a tariff with your utility to pay an advanced rate to cover your fair share of infrastructure, or at least cover all the additional generation and T&D that...

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14,735 Aufrufe • vor 28 Tagen •via X (Twitter)

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Profilbild von Shanu Mathew
Shanu Mathewvor 27 Tagen

Different setups determine whether a large load lowers bills. Four actual examples (All four claims are factual, but they represent the best-case regulatory execution of data center integration; let's use them as case studies!) >Loudoun: ~4% of commercial parcels, 38% of General Fund revenue. The county says this helped lower homeowner property-tax rates. >Quincy: Grant PUD residential power remains 6.4¢/kWh; new large loads must fund incremental generation + T&D. >Ellendale: MDU says $38.4M was credited to ND customers over three years. >I&M: proposed base-rate cut enabled by large-customer/data-center revenue, pending IURC approval. It can work when the load uses spare system headroom and spreads fixed costs, pays for its own generation and grid upgrades, or co-locates and avoids some incremental T&D. 35/65 was shorthand for wires-heavy systems. Nationally, EIA shows generation as the largest component, closer to ~55–60% generation / ~40–45% delivery depending on year. The more important point is that delivery has been the faster-growing piece.

Profilbild von Varun Sivaram
Varun Sivaramvor 27 Tagen

@ShanuMathew93 Way to go @ShanuMathew93!

Profilbild von suqitah
suqitahvor 28 Tagen

@ShanuMathew93 four named towns with falling rates is a real claim. does it hold once you control for which utilities were already cheap

Profilbild von Landon
Landonvor 27 Tagen

@ShanuMathew93 Let’s go!

Profilbild von Ajit - Stocks | Business | AI | Tech | Geopolitics
Ajit - Stocks | Business | AI | Tech | Geopoliticsvor 28 Tagen

@ShanuMathew93 Sharing fixed grid costs lowers electric bills only while utilities have spare capacity sitting idle. Once data centers consume that buffer, local residents get stuck funding expensive new generation assets.

Profilbild von Fadi Al-Majd
Fadi Al-Majdvor 27 Tagen

@ShanuMathew93 Wait, an NDA for public power? I'd verify the published utility tariff before trusting the AI data center pitch.

Profilbild von Md Abdul Based
Md Abdul Basedvor 23 Tagen

@ShanuMathew93 done

Profilbild von Tony Tong | Founder | Ancient Systems x AI
Tony Tong | Founder | Ancient Systems x AIvor 27 Tagen

@ShanuMathew93 Every quote in that release sells confidence, competitive position, uniquely positioned, extraordinary speed. My own draft talk script says the opposite plainly: raised half a million, restructured last year, restructuring again now. Plain truth holds up longer than confidence.

Profilbild von Nathan Mayberry
Nathan Mayberryvor 27 Tagen

@ShanuMathew93 Lie

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Donald Trump says states need to embrace Data Centers “You have to convince your community how great these things are — you're going to make a tremendous amount of money. You're going to reduce taxes — Your community and your state's going to become rich, and there's very little disruption” “And again, if you don't take all that money, somebody else is going to take it. You might as well do it yourself.” Okay surprisingly enough, I have found some evidence for data centers actually lowering taxes for some communities This happened in Loudoun County, Virginia in “Data Center Alley” Data centers now generate a very large share of the county’s property tax revenue (hundreds of millions to nearly $1 billion annually This has allowed the county to lower the residential real property tax rate every year for roughly a decade. Loudoun has one of the lowest rates in Northern Virginia
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Donald Trump says states need to embrace Data Centers “You have to convince your community how great these things are — you're going to make a tremendous amount of money. You're going to reduce taxes — Your community and your state's going to become rich, and there's very little disruption” “And again, if you don't take all that money, somebody else is going to take it. You might as well do it yourself.” Okay surprisingly enough, I have found some evidence for data centers actually lowering taxes for some communities This happened in Loudoun County, Virginia in “Data Center Alley” Data centers now generate a very large share of the county’s property tax revenue (hundreds of millions to nearly $1 billion annually This has allowed the county to lower the residential real property tax rate every year for roughly a decade. Loudoun has one of the lowest rates in Northern Virginia

Wall Street Apes

61,213 Aufrufe • vor 2 Monaten

David Friedberg: “ What if we could make all residential electricity free in the United States?” “We consume, in this country, about 4 trillion kilowatt hours of electricity.” “1/3 of that, $250B, is residential consumption.” “2/3 of that, $500B, is industrial and commercial consumption.” “Theoretically, you could increase the price on industrial and commercial consumption by ~50% and make all residential electricity in the United States free.” “And then on the commercial and industrial side, the reason you would then have an incentive to build private power systems would be that you can bring your costs down.” “And instead of centralizing all of this with the utilities, what it can do is it can force a market demand for industrial and commercial users to build their own power systems, which would increase overall electricity supply in the United States.” “The data centers are the tip of the iceberg, but if you make this a pan industrial problem, then all of the industrial companies would have to take this path.”
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David Friedberg: “ What if we could make all residential electricity free in the United States?” “We consume, in this country, about 4 trillion kilowatt hours of electricity.” “1/3 of that, $250B, is residential consumption.” “2/3 of that, $500B, is industrial and commercial consumption.” “Theoretically, you could increase the price on industrial and commercial consumption by ~50% and make all residential electricity in the United States free.” “And then on the commercial and industrial side, the reason you would then have an incentive to build private power systems would be that you can bring your costs down.” “And instead of centralizing all of this with the utilities, what it can do is it can force a market demand for industrial and commercial users to build their own power systems, which would increase overall electricity supply in the United States.” “The data centers are the tip of the iceberg, but if you make this a pan industrial problem, then all of the industrial companies would have to take this path.”

The All-In Podcast

219,964 Aufrufe • vor 8 Monaten

David Sacks: Trump’s Instincts on AI and Data Centers Are Right @jason: “Trump is going to turn out to be right about this data center issue.” David Sacks: “I have told you guys before that Trump is ultimately the best friend of innovators in Washington. If anybody could make the decision about technology in DC, I'd want it to be President Trump. Not cabinet secretaries, not the White House staff, not members of Congress, not senators, not think tanks, I would really want every decision, if he had the time, to be made by President Trump because his instincts on this are really good. He wants America to win. He does not believe in unnecessary regulation. He doesn't have all these doomer anxieties. He listens to a broad cross-section of people. I mean, he talks to all the CEOs. He is very up to speed on all these issues. And I spoke to this at the G20 this past week. There are great deals for local communities to be had. This is the point that I think needs to be made, the reason why local communities should embrace this is not because of some abstract concern about innovation. They should do it when the deal is good for them, and there are good deals to be had. We've seen that in Loudoun County, Virginia, property taxes went down by $6,000 because they're getting all this data center revenue. In Louisiana, there's a county that was able to give teachers their first bonus in years because of data center revenue. So we're starting to see all these examples where if you make the right deal, it will lower your electricity costs because they will stand up net new power generation, they will pay for grid upgrades. It does not use an excessive amount of water, that's total fake news. We know the systems recirculate. And these data centers can be put in places where they're not bothering people. So there is a good deal to be made there and ultimately, just one last point on this, President Trump supports local choice on this. I'm seeing all this fake news, you know, Democrats saying that the administration's trying to shove these data centers down the throats of local communities. Not true. In the policy document that I worked on, we expressly said that data centers remain a state and local decision. So no one is forcing these local communities, but what the president is saying is, ‘Don't believe this media disinformation campaign. It can be a good deal for you if you're willing to embrace it.’”
2:00

David Sacks: Trump’s Instincts on AI and Data Centers Are Right @jason: “Trump is going to turn out to be right about this data center issue.” David Sacks: “I have told you guys before that Trump is ultimately the best friend of innovators in Washington. If anybody could make the decision about technology in DC, I'd want it to be President Trump. Not cabinet secretaries, not the White House staff, not members of Congress, not senators, not think tanks, I would really want every decision, if he had the time, to be made by President Trump because his instincts on this are really good. He wants America to win. He does not believe in unnecessary regulation. He doesn't have all these doomer anxieties. He listens to a broad cross-section of people. I mean, he talks to all the CEOs. He is very up to speed on all these issues. And I spoke to this at the G20 this past week. There are great deals for local communities to be had. This is the point that I think needs to be made, the reason why local communities should embrace this is not because of some abstract concern about innovation. They should do it when the deal is good for them, and there are good deals to be had. We've seen that in Loudoun County, Virginia, property taxes went down by $6,000 because they're getting all this data center revenue. In Louisiana, there's a county that was able to give teachers their first bonus in years because of data center revenue. So we're starting to see all these examples where if you make the right deal, it will lower your electricity costs because they will stand up net new power generation, they will pay for grid upgrades. It does not use an excessive amount of water, that's total fake news. We know the systems recirculate. And these data centers can be put in places where they're not bothering people. So there is a good deal to be made there and ultimately, just one last point on this, President Trump supports local choice on this. I'm seeing all this fake news, you know, Democrats saying that the administration's trying to shove these data centers down the throats of local communities. Not true. In the policy document that I worked on, we expressly said that data centers remain a state and local decision. So no one is forcing these local communities, but what the president is saying is, ‘Don't believe this media disinformation campaign. It can be a good deal for you if you're willing to embrace it.’”

The All-In Podcast

94,223 Aufrufe • vor 24 Tagen

🚨 JUST IN: JD Vance helps to clarify President Trump's stance on data centers, highlighting his desire for data centers to put power BACK into the grid "I think probably 99% of the backlash to data centers has come in areas where building a data center means higher utility and higher electricity for the people on the ground." "If you build a data center, you should be putting power back into the grid, not taking it out, and if that is happening, I don't think the data centers are that controversial."
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🚨 JUST IN: JD Vance helps to clarify President Trump's stance on data centers, highlighting his desire for data centers to put power BACK into the grid "I think probably 99% of the backlash to data centers has come in areas where building a data center means higher utility and higher electricity for the people on the ground." "If you build a data center, you should be putting power back into the grid, not taking it out, and if that is happening, I don't think the data centers are that controversial."

Nick Sortor

217,808 Aufrufe • vor 1 Monat

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
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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 Aufrufe • vor 4 Monaten

Perplexity CEO Aravind Srinivas on the biggest threat to the data center industry: It's not competition. It's not regulation. It's decentralisation. "The biggest threat to a data center is if the intelligence can be packed locally on a chip that's running on the device and then there's no need to inference all of it on like one centralized data center." He outlines how this could work in practice. Personalisation doesn't necessarily require on-device model training. Retrieval augmented generation, tool calls, and local data can already tailor AI to individual users. But the real unlock? Test time training. Aravind Srinivas describes a future where AI lives on your device, watches how you work and gradually automates your repetitive tasks. "Imagine we crack test time training where the AI watches tasks you repeatedly do on your local system, adapts to you over time and starts automating a lot of the things you do." The key insight: in this model, the intelligence belongs to you. It's your data, your device, your personalised AI brain. And if that future arrives, the economics of centralised infrastructure start to collapse. "That really disrupts the whole data center industry. It doesn't make sense to spend all this money, 500 billion, 5 trillion, whatever on building all the centralized data centers across the world that do a lot of the intelligence workloads for people." The companies spending trillions on centralised infrastructure may want to rethink where intelligence actually needs to live.
1:15

Perplexity CEO Aravind Srinivas on the biggest threat to the data center industry: It's not competition. It's not regulation. It's decentralisation. "The biggest threat to a data center is if the intelligence can be packed locally on a chip that's running on the device and then there's no need to inference all of it on like one centralized data center." He outlines how this could work in practice. Personalisation doesn't necessarily require on-device model training. Retrieval augmented generation, tool calls, and local data can already tailor AI to individual users. But the real unlock? Test time training. Aravind Srinivas describes a future where AI lives on your device, watches how you work and gradually automates your repetitive tasks. "Imagine we crack test time training where the AI watches tasks you repeatedly do on your local system, adapts to you over time and starts automating a lot of the things you do." The key insight: in this model, the intelligence belongs to you. It's your data, your device, your personalised AI brain. And if that future arrives, the economics of centralised infrastructure start to collapse. "That really disrupts the whole data center industry. It doesn't make sense to spend all this money, 500 billion, 5 trillion, whatever on building all the centralized data centers across the world that do a lot of the intelligence workloads for people." The companies spending trillions on centralised infrastructure may want to rethink where intelligence actually needs to live.

Big Brain AI

90,338 Aufrufe • vor 7 Monaten

New startup company will put ‘Mini Data Centers’ on the side of residential homes all over America Companies Nvidia and PulteGroup are patterning with SPAN, “A major U.S home builder is now making small fractional data centers, or they call them nodes that can be put on the side of residential homes.” “These could negate the need to build as many hyperscalers and AI cloud providers Just tap into the node network like a regular data center now SPAN, collaborated with NVIDIA using its technology in the system span claims it can install 8,000 of these units about six times faster and at five times lower cost than the construction of a typical centralized 100 megawatt data center of the same size.” In return for letting this company put a mini data center on the side of your home, you’ll get a $150 credit on your electricity bill In some locations you could get free electricity and internet
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New startup company will put ‘Mini Data Centers’ on the side of residential homes all over America Companies Nvidia and PulteGroup are patterning with SPAN, “A major U.S home builder is now making small fractional data centers, or they call them nodes that can be put on the side of residential homes.” “These could negate the need to build as many hyperscalers and AI cloud providers Just tap into the node network like a regular data center now SPAN, collaborated with NVIDIA using its technology in the system span claims it can install 8,000 of these units about six times faster and at five times lower cost than the construction of a typical centralized 100 megawatt data center of the same size.” In return for letting this company put a mini data center on the side of your home, you’ll get a $150 credit on your electricity bill In some locations you could get free electricity and internet

Wall Street Apes

258,762 Aufrufe • vor 4 Monaten

WOAH 🚨 New digital billboards are being put up in Santa Monica that allegedly will be able to use a signal to connect to your phone and push advertisements to it “One city manager, Elaine Polachek, was behind all of this and she worked on the legislation WHILE SHE WAS ALSO ON THE BOARD OF THE ACTUAL COMPANY that's lobbying to do this” Brookerteejones “So that billboard right behind me will connect whatever advertisement is being advertised right there. Automatically, it will connect with your phone when you walk by” “Yeah, so these are gonna be very, very big on the light pollution side, but also on the profit side for the people that are behind this. And what it does is it has something called Radar Connect — and what that is, some outdoor advertising that syncs with the lidar in your phone as you walk by. And as you walk by, you might see an advertisement outside for Sephora, and then the next time you open your phone, you will see an ad for Sephora. So it's very invasive. No one asked for this, but one city manager, Elaine Polachek, was behind all of this, and she worked on the legislation while she was also on the board of the actual company that's lobbying to do this. So it's a big conflict of interest that went super unnoticed” “So say Sephora is being advertised on that billboard right there. Once you walk past that, all of a sudden, Sephora is gonna connect with your phone. So this is invading your privacy. By walking past that, it's connecting directly to your phone. Just another way leaders in America and California can actually see what's on your phone” The claim in this video is wild and alleged, we will have to see what’s actually installed and if it will work as described Here’s how this technology already works right now: - The board just plays ads - Your mobile location data is shared by your apps and sold - Based on that location data, these billboards know “this device was near that campaign” - You then get out on an audience list - Companies can now buy ads against that list and target you This is incredibly invasive. Now just by walking by a sign on the road advertisers will know, have your data and put you on lists for other advertisers How is this legal
3:03

WOAH 🚨 New digital billboards are being put up in Santa Monica that allegedly will be able to use a signal to connect to your phone and push advertisements to it “One city manager, Elaine Polachek, was behind all of this and she worked on the legislation WHILE SHE WAS ALSO ON THE BOARD OF THE ACTUAL COMPANY that's lobbying to do this” Brookerteejones “So that billboard right behind me will connect whatever advertisement is being advertised right there. Automatically, it will connect with your phone when you walk by” “Yeah, so these are gonna be very, very big on the light pollution side, but also on the profit side for the people that are behind this. And what it does is it has something called Radar Connect — and what that is, some outdoor advertising that syncs with the lidar in your phone as you walk by. And as you walk by, you might see an advertisement outside for Sephora, and then the next time you open your phone, you will see an ad for Sephora. So it's very invasive. No one asked for this, but one city manager, Elaine Polachek, was behind all of this, and she worked on the legislation while she was also on the board of the actual company that's lobbying to do this. So it's a big conflict of interest that went super unnoticed” “So say Sephora is being advertised on that billboard right there. Once you walk past that, all of a sudden, Sephora is gonna connect with your phone. So this is invading your privacy. By walking past that, it's connecting directly to your phone. Just another way leaders in America and California can actually see what's on your phone” The claim in this video is wild and alleged, we will have to see what’s actually installed and if it will work as described Here’s how this technology already works right now: - The board just plays ads - Your mobile location data is shared by your apps and sold - Based on that location data, these billboards know “this device was near that campaign” - You then get out on an audience list - Companies can now buy ads against that list and target you This is incredibly invasive. Now just by walking by a sign on the road advertisers will know, have your data and put you on lists for other advertisers How is this legal

Wall Street Apes

49,282 Aufrufe • vor 18 Tagen

It’s pretty simple, if America doesn’t win the AI race, somebody else (China) will. Over $150 billion in data center projects have been blocked/delayed since 2025. Local opposition often cites electricity prices as the main concern. But as those costs climb due to aging infrastructure and regulations, it’s data centers that absorb the upgrade fixed costs, which stabilizes and brings down prices. For example, Loudoun County, VA is the country’s largest data center hub, but data centers cover nearly half the county’s tax revenue and effectively fund the bulk of non-school operations while keeping residential rates low. On the more understandable side of the resistance, property owners according to Fischel’s homevoter hypothesis vote to protect their property values at the expense of the benefits that can be reaped by everybody else. So if people want all the benefits of AI but none of the local costs, Elon’s solution to set up data centers in space remains an underrated solution.
0:30

It’s pretty simple, if America doesn’t win the AI race, somebody else (China) will. Over $150 billion in data center projects have been blocked/delayed since 2025. Local opposition often cites electricity prices as the main concern. But as those costs climb due to aging infrastructure and regulations, it’s data centers that absorb the upgrade fixed costs, which stabilizes and brings down prices. For example, Loudoun County, VA is the country’s largest data center hub, but data centers cover nearly half the county’s tax revenue and effectively fund the bulk of non-school operations while keeping residential rates low. On the more understandable side of the resistance, property owners according to Fischel’s homevoter hypothesis vote to protect their property values at the expense of the benefits that can be reaped by everybody else. So if people want all the benefits of AI but none of the local costs, Elon’s solution to set up data centers in space remains an underrated solution.

Rothmus 🏴

15,864 Aufrufe • vor 1 Monat

Data center developers have to earn the trust of the communities where we build, and that starts with complete transparency. Bring your own power, be clear about water usage and emissions, create high paying jobs, and make sure the economic benefits are understood by everyone. That’s exactly what we intend to do in Box Elder. We have work to do to earn the community’s support, but the facts will be public, from water and power to jobs and tax revenue. If you want to build in a community for decades, you have a responsibility to become an asset to it.
1:48

Data center developers have to earn the trust of the communities where we build, and that starts with complete transparency. Bring your own power, be clear about water usage and emissions, create high paying jobs, and make sure the economic benefits are understood by everyone. That’s exactly what we intend to do in Box Elder. We have work to do to earn the community’s support, but the facts will be public, from water and power to jobs and tax revenue. If you want to build in a community for decades, you have a responsibility to become an asset to it.

Kevin O'Leary aka Mr. Wonderful

40,474 Aufrufe • vor 1 Monat

The entire AI boom has hit a physical wall that no chip can break: America does NOT have enough electricity to run what these companies are building. You don't form an emergency coalition around a problem you've solved. You form one around a problem that's beating you. This morning Nvidia, Google, and a startup called Emerald AI launched something called the AI Energy Management Alliance. 18 members, including the AI lab Anthropic, the utility National Grid, and the power producers AES and NRG. The stated mission: Data centers will become "good citizens" of the grid, gently easing their power use in the rare hours the system is stressed, protecting your electricity bill and keeping the lights on for everyone else. But read what Nvidia said underneath the press release: Power has become "the defining constraint" on the expansion of AI infrastructure in the United States. The most valuable company in history, the one selling every chip the boom runs on, just told you the ceiling on its own business is the number of watts the country can physically deliver. So what is this alliance actually for? It's a lobbying group. And its real ask is this: Right now a new data center can wait a decade or more to connect to the grid, because utilities have to build for the worst hour of the year. The alliance wants governors and regulators to let any data center that promises to throttle its power during peak hours skip that line and plug in faster and bigger. And the grid is already buckling, and you're already paying for it. On PJM, the largest grid in America, serving 67 million people across 13 states, the wholesale cost of power jumped 76% in a single year. The independent market monitor pinned it directly on data centers and said the damage "is not reversible." Capacity prices in that market went from about $29 per megawatt-day to $329, roughly 11 times higher, and data centers drove most of it. This summer PJM had to beg households to cut their usage during a heat wave to avoid rolling blackouts. That's the backdrop the word "affordability" is doing so much work against. Now look at what the alliance actually brings to fix it: Google runs a demand-response program of roughly 1 gigawatt. Emerald and Nvidia have run 6 demonstrations. The first genuinely flexible AI data center they can point to is a single 100 megawatt site in Virginia that isn't even switched on yet. That's the pilot they're holding up against a buildout measured in tens of gigawatts, ordered years in advance, and already raising your rates today. So strip the civics off it and here's what actually happened: The best-funded companies on Earth just formed a coalition whose entire premise is that they need permission to sometimes use LESS electricity. They are announcing that the grid ran out of room before the models ran out of ambition, and they would like to jump the queue while you cover the upgrades. This has nothing to do with strength. Every earlier limit on AI was just a number on a slide, whether it was compute or funding or chip supply, and every one of them got solved with more money. This one can't be solved that way. You cannot venture-fund a power plant into existence in a quarter, and you cannot print a transmission line. Electricity is the first ceiling the AI industry can't buy its way through, and today it admitted that while dressing it up as a favor to your utility bill.
1:11

The entire AI boom has hit a physical wall that no chip can break: America does NOT have enough electricity to run what these companies are building. You don't form an emergency coalition around a problem you've solved. You form one around a problem that's beating you. This morning Nvidia, Google, and a startup called Emerald AI launched something called the AI Energy Management Alliance. 18 members, including the AI lab Anthropic, the utility National Grid, and the power producers AES and NRG. The stated mission: Data centers will become "good citizens" of the grid, gently easing their power use in the rare hours the system is stressed, protecting your electricity bill and keeping the lights on for everyone else. But read what Nvidia said underneath the press release: Power has become "the defining constraint" on the expansion of AI infrastructure in the United States. The most valuable company in history, the one selling every chip the boom runs on, just told you the ceiling on its own business is the number of watts the country can physically deliver. So what is this alliance actually for? It's a lobbying group. And its real ask is this: Right now a new data center can wait a decade or more to connect to the grid, because utilities have to build for the worst hour of the year. The alliance wants governors and regulators to let any data center that promises to throttle its power during peak hours skip that line and plug in faster and bigger. And the grid is already buckling, and you're already paying for it. On PJM, the largest grid in America, serving 67 million people across 13 states, the wholesale cost of power jumped 76% in a single year. The independent market monitor pinned it directly on data centers and said the damage "is not reversible." Capacity prices in that market went from about $29 per megawatt-day to $329, roughly 11 times higher, and data centers drove most of it. This summer PJM had to beg households to cut their usage during a heat wave to avoid rolling blackouts. That's the backdrop the word "affordability" is doing so much work against. Now look at what the alliance actually brings to fix it: Google runs a demand-response program of roughly 1 gigawatt. Emerald and Nvidia have run 6 demonstrations. The first genuinely flexible AI data center they can point to is a single 100 megawatt site in Virginia that isn't even switched on yet. That's the pilot they're holding up against a buildout measured in tens of gigawatts, ordered years in advance, and already raising your rates today. So strip the civics off it and here's what actually happened: The best-funded companies on Earth just formed a coalition whose entire premise is that they need permission to sometimes use LESS electricity. They are announcing that the grid ran out of room before the models ran out of ambition, and they would like to jump the queue while you cover the upgrades. This has nothing to do with strength. Every earlier limit on AI was just a number on a slide, whether it was compute or funding or chip supply, and every one of them got solved with more money. This one can't be solved that way. You cannot venture-fund a power plant into existence in a quarter, and you cannot print a transmission line. Electricity is the first ceiling the AI industry can't buy its way through, and today it admitted that while dressing it up as a favor to your utility bill.

Ricardo

26,257 Aufrufe • vor 14 Tagen

Actual Computer CEO Tom Lynch explains why data centers alone can't keep up with exploding AI inference demand: "In order to meet demand, in order to keep the curve going of how many tokens people want, you have to plug them in locally. You have to do both. You have to have the data center, and you have to start putting computers in places where electricity is already accessible on the grid." "We are in a place where putting up a new data center, if you want a gigawatt on a new data center, the quote's like a billion-plus dollars now. And your timeline, you're looking at like 2031, 2032 to get your stuff up." "We're running into problems where getting that much electricity, that much power in one concentrated location, is so difficult that we can't do it enough to meet demand, and that we're going to have to do both to meet demand." Actual Computer
1:24

Actual Computer CEO Tom Lynch explains why data centers alone can't keep up with exploding AI inference demand: "In order to meet demand, in order to keep the curve going of how many tokens people want, you have to plug them in locally. You have to do both. You have to have the data center, and you have to start putting computers in places where electricity is already accessible on the grid." "We are in a place where putting up a new data center, if you want a gigawatt on a new data center, the quote's like a billion-plus dollars now. And your timeline, you're looking at like 2031, 2032 to get your stuff up." "We're running into problems where getting that much electricity, that much power in one concentrated location, is so difficult that we can't do it enough to meet demand, and that we're going to have to do both to meet demand." Actual Computer

MTS

14,323 Aufrufe • vor 27 Tagen

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.
40:20

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.

Will Chamberlain

21,345 Aufrufe • vor 26 Tagen

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."
0:42

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."

Aaron Rupar

68,610 Aufrufe • vor 2 Monaten

Be aware of what your electricity bill is now. Watch what happens if any AI data centers get built in your region. Your rates are going to increase dramatically because consumers are going to be forced to pay for the expansion of the power supply. If AI companies are not forced to fully fund their electricity requirements, the rest of us will pay for it. We are starting to see communities rise up and protest the building permits for AI data centers in their areas.
0:24

Be aware of what your electricity bill is now. Watch what happens if any AI data centers get built in your region. Your rates are going to increase dramatically because consumers are going to be forced to pay for the expansion of the power supply. If AI companies are not forced to fully fund their electricity requirements, the rest of us will pay for it. We are starting to see communities rise up and protest the building permits for AI data centers in their areas.

Wall Street Mav

47,407 Aufrufe • vor 10 Monaten

Here it is: The algorithm that toppled the United States government on November 3, 2020. The 2020 election Edison data confirms fluctuations in vote counts—meaning a straight-up algorithm. “Scytl is receiving the election data directly from election officials in at least nine states, meaning there is no projection—this is raw data. When you look at raw data in an election, we would all agree that elections are supposed to be additive processes. So, with each interval report, you would expect to see more votes—not deletions. More votes, not deletions. Now look at this real-time video of the Edison reports. You have in-person votes, then mail-in votes, and look how it pauses—there is oscillation and deletion. This is the algorithm trying to figure out the math problem that is you. That is you. And if I let this video play to completion, you’ll find out it wasn’t just Pennsylvania. We have three counties in North Carolina. We have three counties in Georgia. And guess what— in Georgia, we know for a fact that Scytl contracts directly with the state to get that data. So you should see no oscillation. Instead, what you see is absolute manipulation, and this is all possible because of how wide open the system is.” Ban all voting machines and Pass the Save Act. And arrest Chris Krebs.
4:06

Here it is: The algorithm that toppled the United States government on November 3, 2020. The 2020 election Edison data confirms fluctuations in vote counts—meaning a straight-up algorithm. “Scytl is receiving the election data directly from election officials in at least nine states, meaning there is no projection—this is raw data. When you look at raw data in an election, we would all agree that elections are supposed to be additive processes. So, with each interval report, you would expect to see more votes—not deletions. More votes, not deletions. Now look at this real-time video of the Edison reports. You have in-person votes, then mail-in votes, and look how it pauses—there is oscillation and deletion. This is the algorithm trying to figure out the math problem that is you. That is you. And if I let this video play to completion, you’ll find out it wasn’t just Pennsylvania. We have three counties in North Carolina. We have three counties in Georgia. And guess what— in Georgia, we know for a fact that Scytl contracts directly with the state to get that data. So you should see no oscillation. Instead, what you see is absolute manipulation, and this is all possible because of how wide open the system is.” Ban all voting machines and Pass the Save Act. And arrest Chris Krebs.

🇺🇸RealRobert🇺🇸

18,982 Aufrufe • vor 7 Monaten

Agents will eventually outnumber humans by orders of magnitude. Aaron Levie on the infrastructure that will be needed to manage them: "Whether you think the number is 10x or 100x... we're going to have some order of magnitude more agents than people." "There's going to be just incredibly spectacularly crazy security incidents that will happen with agents, because you'll prompt-inject an agent and find your way through the CRM system and pull out data you shouldn't have access to." "How do you make sure you have the right security, the permissions, the access controls, the data governance?" "We actually don't yet exactly know in many cases how we're going to regulate some of these agents." "No matter what, there's going to need to be a layer that manages the data they have access to and the workflows they're involved in." "This is the new infrastructure opportunity in the era of agents." Aaron Levie on Latent.Space
1:13

Agents will eventually outnumber humans by orders of magnitude. Aaron Levie on the infrastructure that will be needed to manage them: "Whether you think the number is 10x or 100x... we're going to have some order of magnitude more agents than people." "There's going to be just incredibly spectacularly crazy security incidents that will happen with agents, because you'll prompt-inject an agent and find your way through the CRM system and pull out data you shouldn't have access to." "How do you make sure you have the right security, the permissions, the access controls, the data governance?" "We actually don't yet exactly know in many cases how we're going to regulate some of these agents." "No matter what, there's going to need to be a layer that manages the data they have access to and the workflows they're involved in." "This is the new infrastructure opportunity in the era of agents." Aaron Levie on Latent.Space

a16z

64,531 Aufrufe • vor 6 Monaten

A local utility company in Illinois has plans to help lower residents electrical bills They will be requiring new data centers and planned data centers to sign 10 year contracts saying they will be responsible for paying for upgrade costs and electricity usage costs “That means any new data centers would be on the hook for power upgrades and any energy they plan to use, even if the data center ends up not getting built or if they don't use as much power as planned or if they close. So if they use the power that they're applying for, then they'll pay their fair share of the cost of maintaining and building our grid through their rates”
2:23

A local utility company in Illinois has plans to help lower residents electrical bills They will be requiring new data centers and planned data centers to sign 10 year contracts saying they will be responsible for paying for upgrade costs and electricity usage costs “That means any new data centers would be on the hook for power upgrades and any energy they plan to use, even if the data center ends up not getting built or if they don't use as much power as planned or if they close. So if they use the power that they're applying for, then they'll pay their fair share of the cost of maintaining and building our grid through their rates”

Wall Street Apes

29,410 Aufrufe • vor 6 Monaten

Chris Camillo reveals the only way out for a regular person to build generational wealth. If you are a regular person with a regular job, the only crack you have at this is coming to terms with the fact that you can be a great investor. You can just do it on the side and have fun with it. You do not have to work with technicals. You do not need to be a pedigreed Wharton grad. You do not even have to understand finance at all, especially in the day of AI. All you have to do is figure out how to observe the world around you. You just connect the dots of change to companies that are either benefiting or being harmed by the change you see happening. Most of that seeing is simply watching videos on TikTok and reading comments. If that is not a fun way to make money, I do not know what is.
0:59

Chris Camillo reveals the only way out for a regular person to build generational wealth. If you are a regular person with a regular job, the only crack you have at this is coming to terms with the fact that you can be a great investor. You can just do it on the side and have fun with it. You do not have to work with technicals. You do not need to be a pedigreed Wharton grad. You do not even have to understand finance at all, especially in the day of AI. All you have to do is figure out how to observe the world around you. You just connect the dots of change to companies that are either benefiting or being harmed by the change you see happening. Most of that seeing is simply watching videos on TikTok and reading comments. If that is not a fun way to make money, I do not know what is.

Umar

116,212 Aufrufe • vor 3 Monaten