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SITUATION EXPLAINED: The anti-data center movement is trying to solve problems that don't exist. Adrian Dittmann: "There are a lot of misunderstandings around what exactly these things are, their environmental impact, why they even have an impact at all." "There's a neighborhood complaining about generator noise. But they actually...

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13,833 görüntüleme • 2 ay önce •via X (Twitter)

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Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.
0:59

Lutnick: If you are building a data center, you were going to give power to the grid and drive the energy costs of everybody around that data center lower. Trump is going to bring lower energy prices. Everywhere that a big company builds a big data center, they are going to lower the price of energy in the entire area around it.

Acyn

494,248 görüntüleme • 8 ay önce

Taylor Lorenz on the data center backlash: "I went on Eric Newcomer's podcast recently, because I'm in this community group in LA, and they found out that there's a data center in downtown LA. It's not a hyperscale. The comments are like, this is why I've been feeling off, or my dog has cancer." "That's not to say that there aren't serious environmental concerns with Colossus and some of these. Construction can disrupt the water table. Okay, but let's have an actual conversation about it." "Everybody has lost the plot. There's no nuance, and if you talk to a lot of these people, they can't even explain what a data center is." "A lot of the outrage about the data centers is coming from people that live in Brooklyn. You're feeding people slop and chum, and you're not moving these issues forward, and we're not talking about sustainable ways to build it." Taylor Lorenz Taylor Lorenz
2:01

Taylor Lorenz on the data center backlash: "I went on Eric Newcomer's podcast recently, because I'm in this community group in LA, and they found out that there's a data center in downtown LA. It's not a hyperscale. The comments are like, this is why I've been feeling off, or my dog has cancer." "That's not to say that there aren't serious environmental concerns with Colossus and some of these. Construction can disrupt the water table. Okay, but let's have an actual conversation about it." "Everybody has lost the plot. There's no nuance, and if you talk to a lot of these people, they can't even explain what a data center is." "A lot of the outrage about the data centers is coming from people that live in Brooklyn. You're feeding people slop and chum, and you're not moving these issues forward, and we're not talking about sustainable ways to build it." Taylor Lorenz Taylor Lorenz

MTS

535,930 görüntüleme • 1 ay önce

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
1:43

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

Wall Street Apes

208,434 görüntüleme • 18 saat önce

David Sacks: Everything Kathy Hochul Said About Datacenters Was a False Accusation David Sacks: “These data centers become the scapegoat for all of the angst that people have about AI. Everything she's saying there is a false accusation on datacenters. So let's just go one by one.” POWER: So she's saying that they eat up all of the power. Well, yeah, if you connect to the grid without producing more power and you force datacenters to compete with residential ratepayers, then yeah, you could drive up utility prices. However, if you do what Chamath said and let them build behind the meter, then they bring their own power. And that's what the president has advocated for since the beginning of his administration, is let the AI companies become power companies. So that is the way to solve the energy problem or the utility problem. LAND: Then, she's talking about eating up land. The reality is these datacenters are a model of land use efficiency. We have a ton of land in this country, obviously. NOISE POLLUTION: The supposed noise pollution, that's largely made up. That can be dealt with. You obviously don't want to put these things right next to a residential area, but create a little bit of distance, and it's fine. WATER CONSUMPTION: The whole water consumption thing is largely a hoax. Modern datacenters recirculate the water. AIR POLLUTION: One final thing just on the point that Hochul is making. She said it created a lot of pollution. Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have. “When you compare economic impact to all these different things, datacenters are honestly one of the best things we could be building as a nation.”
1:31

David Sacks: Everything Kathy Hochul Said About Datacenters Was a False Accusation David Sacks: “These data centers become the scapegoat for all of the angst that people have about AI. Everything she's saying there is a false accusation on datacenters. So let's just go one by one.” POWER: So she's saying that they eat up all of the power. Well, yeah, if you connect to the grid without producing more power and you force datacenters to compete with residential ratepayers, then yeah, you could drive up utility prices. However, if you do what Chamath said and let them build behind the meter, then they bring their own power. And that's what the president has advocated for since the beginning of his administration, is let the AI companies become power companies. So that is the way to solve the energy problem or the utility problem. LAND: Then, she's talking about eating up land. The reality is these datacenters are a model of land use efficiency. We have a ton of land in this country, obviously. NOISE POLLUTION: The supposed noise pollution, that's largely made up. That can be dealt with. You obviously don't want to put these things right next to a residential area, but create a little bit of distance, and it's fine. WATER CONSUMPTION: The whole water consumption thing is largely a hoax. Modern datacenters recirculate the water. AIR POLLUTION: One final thing just on the point that Hochul is making. She said it created a lot of pollution. Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have. “When you compare economic impact to all these different things, datacenters are honestly one of the best things we could be building as a nation.”

The All-In Podcast

111,447 görüntüleme • 1 ay önce

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."
1:27

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 görüntüleme • 3 ay önce

AOC: And what are they asking for now? Endless energy. These companies are so desperate to profit from the AI boom that they are racing to construct thousands of giant AI data centers, jacking up utility costs for everyday Americans to pay for them. These data centers power thousands of high-intensity computer chips that are processing constantly and require massive amounts of energy to operate. Just one hyperscale data center consumes the same amount of energy in one second as 100,000 households. Because of this massive energy use, power and water utility companies must build multibillion-dollar infrastructure to keep up with the demand.
1:31

AOC: And what are they asking for now? Endless energy. These companies are so desperate to profit from the AI boom that they are racing to construct thousands of giant AI data centers, jacking up utility costs for everyday Americans to pay for them. These data centers power thousands of high-intensity computer chips that are processing constantly and require massive amounts of energy to operate. Just one hyperscale data center consumes the same amount of energy in one second as 100,000 households. Because of this massive energy use, power and water utility companies must build multibillion-dollar infrastructure to keep up with the demand.

Acyn

35,659 görüntüleme • 5 ay önce

Catherine Austin Fitts on people waking up to dangers of Flock cameras and data centers: "There is a revolution across America of people who are... furious to discover that they are paying their county to put up cameras that track their every movement" "[And] the people putting in data centers have a couple of problems. One is people are beginning to understand that they're going to be used for control. They're not going to be used to increase productivity, they're going to be used to increase control" This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from a discussion with Derrick Broze (Derrick Broze) posted to The Conscious Resistance YouTube channel on May 6, 2026. ----------------Partial transcription of clip--------------- "So let me tell you some of the good news. You know, for many, many years, I've been trying to pass legislation to protect cash and stop programmable money for all these reasons. But one of the things that's happened because it's an abstract idea and people have struggle with that, but now the local hardware you need to implement that system is going into place. With both the data centers, the telecom that everyone's fighting, but then the Flock cameras. "And what has happened is there is a revolution across America of people who are so furious to discover that they are paying their county to put up cameras that track their every movement with the Flock cameras... And there is huge pushback. It's unbelievable. "And it's interesting. So the people putting in data centers have a couple of problems. One is people are beginning to understand that they're going to be used for control. They're not going to be used to increase productivity, they're going to be used to increase control. "But the other thing they're realizing is if you look at the projections of what energy they need and what water they need and what their environmental impact is, what the noise does to people who live around it, they're beginning to realize, 'Oh, wait a minute. These people don't care about climate change.' "There was an article last, I was just telling a guy who I met who'd just gone to a data center conference. There was an article last year that Texas, for the projected data centers, needed 50 new nuclear plants. And he told me it takes 30 years to build a nuclear plant in Texas, so—"
1:54

Catherine Austin Fitts on people waking up to dangers of Flock cameras and data centers: "There is a revolution across America of people who are... furious to discover that they are paying their county to put up cameras that track their every movement" "[And] the people putting in data centers have a couple of problems. One is people are beginning to understand that they're going to be used for control. They're not going to be used to increase productivity, they're going to be used to increase control" This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from a discussion with Derrick Broze (Derrick Broze) posted to The Conscious Resistance YouTube channel on May 6, 2026. ----------------Partial transcription of clip--------------- "So let me tell you some of the good news. You know, for many, many years, I've been trying to pass legislation to protect cash and stop programmable money for all these reasons. But one of the things that's happened because it's an abstract idea and people have struggle with that, but now the local hardware you need to implement that system is going into place. With both the data centers, the telecom that everyone's fighting, but then the Flock cameras. "And what has happened is there is a revolution across America of people who are so furious to discover that they are paying their county to put up cameras that track their every movement with the Flock cameras... And there is huge pushback. It's unbelievable. "And it's interesting. So the people putting in data centers have a couple of problems. One is people are beginning to understand that they're going to be used for control. They're not going to be used to increase productivity, they're going to be used to increase control. "But the other thing they're realizing is if you look at the projections of what energy they need and what water they need and what their environmental impact is, what the noise does to people who live around it, they're beginning to realize, 'Oh, wait a minute. These people don't care about climate change.' "There was an article last, I was just telling a guy who I met who'd just gone to a data center conference. There was an article last year that Texas, for the projected data centers, needed 50 new nuclear plants. And he told me it takes 30 years to build a nuclear plant in Texas, so—"

Sense Receptor

19,404 görüntüleme • 3 ay önce

NOW: President Trump has arrived at the EPA to announce a new AI energy initiative, making sure data centers are the ones footing the bill for their energy usage — NOT American families They'll actually be producing MORE energy than they use, driving down rates for families. "The American Innovators and consumers strive to win together because we're insisting that AI data centers and big tech companies pay THEIR OWN WAY." "They're going to have a lot of electricity left over, and they'll put that into the grid so it'll actually end up with more electricity. The rates are going to go DOWN."
2:18

NOW: President Trump has arrived at the EPA to announce a new AI energy initiative, making sure data centers are the ones footing the bill for their energy usage — NOT American families They'll actually be producing MORE energy than they use, driving down rates for families. "The American Innovators and consumers strive to win together because we're insisting that AI data centers and big tech companies pay THEIR OWN WAY." "They're going to have a lot of electricity left over, and they'll put that into the grid so it'll actually end up with more electricity. The rates are going to go DOWN."

Nick Sortor

58,587 görüntüleme • 1 ay önce

Crypto and AI all boils down to power. Everything else doesn’t matter. If you don’t have the power, you’re screwed. Half the data center announcements that you’ve heard of are never gonna get built. You heard it here first. They were all announced eighteen to twenty-four months ago, and they made the assumption that they were just gonna call up their local power authority and just attach to the grid. There’s no power left on the grid. So all of these guys that announced these data centers attached to the grid are gonna get told sorry, it’s not possible. And all those turbines are going to come onto the markets, and companies like BITZERO are gonna get them because they have the contracts for sub six cents.
1:38

Crypto and AI all boils down to power. Everything else doesn’t matter. If you don’t have the power, you’re screwed. Half the data center announcements that you’ve heard of are never gonna get built. You heard it here first. They were all announced eighteen to twenty-four months ago, and they made the assumption that they were just gonna call up their local power authority and just attach to the grid. There’s no power left on the grid. So all of these guys that announced these data centers attached to the grid are gonna get told sorry, it’s not possible. And all those turbines are going to come onto the markets, and companies like BITZERO are gonna get them because they have the contracts for sub six cents.

Kevin O'Leary aka Mr. Wonderful

102,868 görüntüleme • 6 ay önce

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

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

Wall Street Apes

59,239 görüntüleme • 3 ay önce

Senator Avard compared a data center to a Target store. They are not the same. A single data center can consume up to 5 million gallons of water per day, the same as 15,000 homes. They strain our power grid and drive up energy costs for everyone. #NHPolitics
0:35

Senator Avard compared a data center to a Target store. They are not the same. A single data center can consume up to 5 million gallons of water per day, the same as 15,000 homes. They strain our power grid and drive up energy costs for everyone. #NHPolitics

NH Senate Democrats

17,805 görüntüleme • 2 ay önce

BBC News, "The Green Party is calling on the government to slam the brakes, on the building of new AI data centres in England, because of the amount of energy and water they use" "The Green Party leader Zack Polanski says stricter environmental standards should be introduced" Zack Polanksi, "We need to slam the brakes on these energy guzzling, water guzzling data centres" "At a time when 3/4 of the country are in drought it's outrageous that these are being considered critical infrastructure" "To most people critical infrastructure is hospitals, water, electricity, it doesn't mean AI" Important to note that Australia's solution is making AI data centres provide green renewable energy as a precondition for AI data centres. The UK should be doing the same.
0:55

BBC News, "The Green Party is calling on the government to slam the brakes, on the building of new AI data centres in England, because of the amount of energy and water they use" "The Green Party leader Zack Polanski says stricter environmental standards should be introduced" Zack Polanksi, "We need to slam the brakes on these energy guzzling, water guzzling data centres" "At a time when 3/4 of the country are in drought it's outrageous that these are being considered critical infrastructure" "To most people critical infrastructure is hospitals, water, electricity, it doesn't mean AI" Important to note that Australia's solution is making AI data centres provide green renewable energy as a precondition for AI data centres. The UK should be doing the same.

Farrukh

22,562 görüntüleme • 2 gün önce

🚨 FARMERS ARE EXPOSING DATA CENTER NOISE — AND THE SOUND YOU CAN’T EVEN HEAR IS THE WORST PART Farmers living near data centers are finally speaking out and the stories are grim. Chickens are laying 50% fewer eggs. Cows, calves, goats, sheep and pigs are losing up to 30% of their body weight. One farmer next to a data center hasn’t had a new calf in two years because of the constant noise and vibration. It’s not just the humming you can hear. The real problem is the ultra-low frequency infrasound below 20 Hz that humans can’t detect. It travels through walls, floors, and the ground. Experts link it to chronic fatigue, headaches, sleep destruction, spiked stress hormones, and even cardiovascular damage. Some residents are reporting higher rates of early health issues and calling the situation a nightmare. The companies, they say, want people to feel like it’s inevitable so they give up. Would you live next to a data center after hearing what it’s doing to the animals and the people… or is this the cost of AI that no one warned you about?
2:30

🚨 FARMERS ARE EXPOSING DATA CENTER NOISE — AND THE SOUND YOU CAN’T EVEN HEAR IS THE WORST PART Farmers living near data centers are finally speaking out and the stories are grim. Chickens are laying 50% fewer eggs. Cows, calves, goats, sheep and pigs are losing up to 30% of their body weight. One farmer next to a data center hasn’t had a new calf in two years because of the constant noise and vibration. It’s not just the humming you can hear. The real problem is the ultra-low frequency infrasound below 20 Hz that humans can’t detect. It travels through walls, floors, and the ground. Experts link it to chronic fatigue, headaches, sleep destruction, spiked stress hormones, and even cardiovascular damage. Some residents are reporting higher rates of early health issues and calling the situation a nightmare. The companies, they say, want people to feel like it’s inevitable so they give up. Would you live next to a data center after hearing what it’s doing to the animals and the people… or is this the cost of AI that no one warned you about?

HustleBitch

18,348 görüntüleme • 13 gün önce

Chamath: “The Palantir short is stupid.” “The Palantir short is stupid, and I think that those people will lose money.” “The thing that the people that are shorting this company don't understand is that all of these other businesses that you put up there, there is a viable competitor of some kind that you can switch to.” “Look at the one with the lowest multiple to sales, MongoDB. There's 90 versions of what MongoDB does.” “I'm not gonna say whether MongoDB is good or bad. It’s actually a good company. It's an extremely well run business, but it's not unique. It's just extremely well run.” “Snowflake is not unique, but it is well run.” “Palantir is both unique and well run, and there's no clear alternative, so there's no place to churn to.” “And so I think the reason why it has a premium valuation is because the duration and the durability of these cash flows are much longer than what you would typically see in any of these other companies.” “And if people took 1/1000th of a second to actually use their brain, they'd come to that conclusion.”
0:54

Chamath: “The Palantir short is stupid.” “The Palantir short is stupid, and I think that those people will lose money.” “The thing that the people that are shorting this company don't understand is that all of these other businesses that you put up there, there is a viable competitor of some kind that you can switch to.” “Look at the one with the lowest multiple to sales, MongoDB. There's 90 versions of what MongoDB does.” “I'm not gonna say whether MongoDB is good or bad. It’s actually a good company. It's an extremely well run business, but it's not unique. It's just extremely well run.” “Snowflake is not unique, but it is well run.” “Palantir is both unique and well run, and there's no clear alternative, so there's no place to churn to.” “And so I think the reason why it has a premium valuation is because the duration and the durability of these cash flows are much longer than what you would typically see in any of these other companies.” “And if people took 1/1000th of a second to actually use their brain, they'd come to that conclusion.”

The All-In Podcast

282,007 görüntüleme • 9 ay önce

"If you have ambitions to be a Professor at Yale, Harvard, or one of these big institutions, the way you do that is mostly by getting funding for research. It's by getting a lot of publishing - a lot flying around the world to talk about something. You need all of these things to bolster your reputation as an international expert in this area. Now, the best way to do that, at least in psychiatry but I suspect in other areas of medicine, is actually to collaborate with pharmaceutical companies to run clinical trials. They write the publications for you - most of it, they do a lot of the grunt work, they give you the protocols, and then, essentially, they fund you and fly you around the place. I used to remember, as a junior doctor, looking up to the Professors. And they would say, 'These drugs are safe and effective. There's not a lot of problems there.' ...What I've seen more and more is that they've been compromised, and that they have incentives tied to the money and to career advancement. That means that they can't be as forthright as they ought to be about these things. And it's gotten to a problem where these are the Professors who are training the doctors who are setting the tone for what is acceptable care out there. And I think that's one of the biggest problems out there." - @taperclinic
7:15

"If you have ambitions to be a Professor at Yale, Harvard, or one of these big institutions, the way you do that is mostly by getting funding for research. It's by getting a lot of publishing - a lot flying around the world to talk about something. You need all of these things to bolster your reputation as an international expert in this area. Now, the best way to do that, at least in psychiatry but I suspect in other areas of medicine, is actually to collaborate with pharmaceutical companies to run clinical trials. They write the publications for you - most of it, they do a lot of the grunt work, they give you the protocols, and then, essentially, they fund you and fly you around the place. I used to remember, as a junior doctor, looking up to the Professors. And they would say, 'These drugs are safe and effective. There's not a lot of problems there.' ...What I've seen more and more is that they've been compromised, and that they have incentives tied to the money and to career advancement. That means that they can't be as forthright as they ought to be about these things. And it's gotten to a problem where these are the Professors who are training the doctors who are setting the tone for what is acceptable care out there. And I think that's one of the biggest problems out there." - @taperclinic

Jan Jekielek

43,499 görüntüleme • 1 yıl önce

People in Utah have started asking us an important question, when you build these power facilities for AI data centers, can some of that energy be sold back into the local grid? The answer is yes. That completely changes the conversation. Instead of being seen as “the evil data center guys,” we can help power Utah’s grid while also building critical AI infrastructure for the future. And despite the headlines, we’re not building the world’s largest data center overnight. We’re starting with just 1.5 gigawatts with 1 gigawatt of net IT load a small fraction of the long-term proposal and proving the model first. And it’s not a 40,000 acre data center. Our project a full build out will span 10-13k acres 7,500 of which will be preserved. We want the people of Box Elder County to come see it themselves, the EPA air quality standards, the water permits, the noise compliance, and how the project actually operates before anything scales further.
1:11

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

Kevin O'Leary aka Mr. Wonderful

71,642 görüntüleme • 3 ay önce

Adam Selipsky, former CEO of AWS from 2021-2024 and now CEO of Helix Digital Infrastructure, pushing back against the premise that hyperscalers can self-build the entirety of their required data center capacity and don't need third-party developers. Selipsky alludes to the idea that having deep connections in places like Texas is a key value-add for developers. Helix Digital Infrastructure was launched today with backing from KKR, NVIDIA, and the Kuwait Investment Authority. "The clients are the hyperscalers.. there's a misnomer that they've got all these capabilities, (and) they've been doing this for a long time and so these projects just come together and the power is there and the connectivity is there and the data centers there, and.. they just do it all in-house themselves.. I'm here to tell you that is not true. And I know that from the inside of building a $100B+ year business (AWS), which relies fundamentally on this infrastructure. There's all the old jokes about two folks in a pickup truck in Texas. And they've got a great deal. But you know, they golf with the Governor's brother-in-law. So don't worry about the permits.. And these are real stories. This actually happens. They (hyperscalers) absolutely have a lot of capabilities to do a lot of these things in-house, (but) they absolutely need reliable partners who can bring them scaled projects." $AMZN $MSFT $GOOG $GLXY $CORZ $WULF $CIFR
1:38

Adam Selipsky, former CEO of AWS from 2021-2024 and now CEO of Helix Digital Infrastructure, pushing back against the premise that hyperscalers can self-build the entirety of their required data center capacity and don't need third-party developers. Selipsky alludes to the idea that having deep connections in places like Texas is a key value-add for developers. Helix Digital Infrastructure was launched today with backing from KKR, NVIDIA, and the Kuwait Investment Authority. "The clients are the hyperscalers.. there's a misnomer that they've got all these capabilities, (and) they've been doing this for a long time and so these projects just come together and the power is there and the connectivity is there and the data centers there, and.. they just do it all in-house themselves.. I'm here to tell you that is not true. And I know that from the inside of building a $100B+ year business (AWS), which relies fundamentally on this infrastructure. There's all the old jokes about two folks in a pickup truck in Texas. And they've got a great deal. But you know, they golf with the Governor's brother-in-law. So don't worry about the permits.. And these are real stories. This actually happens. They (hyperscalers) absolutely have a lot of capabilities to do a lot of these things in-house, (but) they absolutely need reliable partners who can bring them scaled projects." $AMZN $MSFT $GOOG $GLXY $CORZ $WULF $CIFR

Rittenhouse Research

13,659 görüntüleme • 2 ay önce

I’m the only developer of data centers on earth that graduated from environmental studies. I'm pretty aware of what these concerns are. They are around air, water use, heat, noise pollution. So sustainability is at the heart of what we do in terms of all these proposals. We search for the best technology. There's many air-cooled turbines now, so you're blending in air-cooled versus water. There's so many different ways to generate power. We can also put a percentage of the power generation through solar, wind, and batteries because the battery technology is 10X more efficient than it was just five years ago. So that's very helpful because it makes the cost of energy lower.
1:46

I’m the only developer of data centers on earth that graduated from environmental studies. I'm pretty aware of what these concerns are. They are around air, water use, heat, noise pollution. So sustainability is at the heart of what we do in terms of all these proposals. We search for the best technology. There's many air-cooled turbines now, so you're blending in air-cooled versus water. There's so many different ways to generate power. We can also put a percentage of the power generation through solar, wind, and batteries because the battery technology is 10X more efficient than it was just five years ago. So that's very helpful because it makes the cost of energy lower.

Kevin O'Leary aka Mr. Wonderful

1,387,401 görüntüleme • 3 ay önce

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

68,323 görüntüleme • 1 ay önce