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Skepticism about data centers is extending to Wall Street, Maureen Farrell tells Ruffini and David Gura. “I talked to bankers. They were expecting at least sort of a third of all the IPOs would be data center builders for these AI data centers or the companies that supply power... show more

Bloomberg

10,468,097 subscribers

53,564 просмотров • 3 дней назад •via X (Twitter)

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Комментарии: 8

Фото профиля Jake Miller

Jake Miller3 дней назад

@maureenmfarrell @EenaRuffini @davidgura Your stock posts always push me to look closer at names I’d normally scroll past. @nickdannunzio is another account I genuinely get a lot from. You two are easily my favorite analysts to follow.

Фото профиля Jean Pierre · fireply.ai

Jean Pierre · fireply.ai3 дней назад

@maureenmfarrell @EenaRuffini @davidgura a company blaming the weather for a building it chose to build, this is my favorite genre of excuse

Фото профиля Zhen

Zhen3 дней назад

the IPO market is the canary in the data-center coal mine. bankers pricing these deals are the only people with actual P&L visibility into whether the AI buildout pays off, and they're voting with their feet. if a third of the pipeline was supposed to be data-center builders and that's evaporating, the “infinite demand” narrative is doing a lot of heavy lifting.

Фото профиля Principal⭐️

Principal⭐️3 дней назад

@maureenmfarrell @EenaRuffini @davidgura Wall Street is starting to demand proof, not promises. The AI infrastructure boom is real, but the economics still have to pencil out.

Фото профиля David

David3 дней назад

@maureenmfarrell @EenaRuffini @davidgura Strong breakdown. I like how you explain the reasons behind market moves instead of just the outcome. @XfactsmatterX does this well too.

Фото профиля Soph j

Soph j3 дней назад

@maureenmfarrell @EenaRuffini @davidgura Great point!

Фото профиля Sirr

Sirr3 дней назад

@maureenmfarrell @EenaRuffini @davidgura Bankers priced a third. Markets priced less.

Фото профиля ShadowAguy

ShadowAguy3 дней назад

@maureenmfarrell @EenaRuffini @davidgura Are bankers counting every electrical-equipment supplier? Then this isn’t a data center IPO wave, it’s one capex bet wearing 30 tickers.

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David Sacks Responds to Kathy Hochul’s Moratorium on Data Centers “Everything she's saying is a false accusation on the data center … These data centers have become the scapegoat for all of the angst that people have about AI.”

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BREAKING: Trump just fully endorsed Data Centers in our towns and communities. "Data centers are going to be very popular because this is the group and they're the ones that want it (sitting with Elon Musk and Mark Zuckerberg). And they're also the ones that want to see communities that are safe and happy and they're going to make communities very, very happy. These people and others having to do with the data centers that you've been reading so much about, I think they're going to do things for the community that will be really financially beneficial and otherwise beneficial."

BREAKING: Trump just fully endorsed Data Centers in our towns and communities. "Data centers are going to be very popular because this is the group and they're the ones that want it (sitting with Elon Musk and Mark Zuckerberg). And they're also the ones that want to see communities that are safe and happy and they're going to make communities very, very happy. These people and others having to do with the data centers that you've been reading so much about, I think they're going to do things for the community that will be really financially beneficial and otherwise beneficial."

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39,217 просмотров • 1 день назад

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47

The Hill & Valley Forum

11,241 просмотров • 5 месяцев назад

The AI data centers are being strategically placed next to every fresh body of water across the entire country. If you look into who owns these AI data centers it is the same people who own these media, control Hollywood, and control our government. This is all being done by design. These AI data centers are going to poison 95% of the freshwater in America.

The AI data centers are being strategically placed next to every fresh body of water across the entire country. If you look into who owns these AI data centers it is the same people who own these media, control Hollywood, and control our government. This is all being done by design. These AI data centers are going to poison 95% of the freshwater in America.

RyanMatta 🇺🇸 🦅

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We have a real problem with these so called "experimental data centers" They will drive up your electric bills, jeopardize our water supply, and are so loud you will hear them 24/7. I want to be clear. I am not going to regulate data centers, I am not going to reform data centers; as Florida Governor, I will reject and remove every data center in our state.

We have a real problem with these so called "experimental data centers" They will drive up your electric bills, jeopardize our water supply, and are so loud you will hear them 24/7. I want to be clear. I am not going to regulate data centers, I am not going to reform data centers; as Florida Governor, I will reject and remove every data center in our state.

James Fishback

20,089 просмотров • 3 месяцев назад

"We're In A Big AI Bubble, And They Want To Get These Data Centers Built Before It All Pops! Then, The Government Is Going To Nationalize Them, So They Get All The Surveillance For Free!" Alex Jones & Jimmy Dore Break Down What's At The Heart Of The Data Center Craze!

"We're In A Big AI Bubble, And They Want To Get These Data Centers Built Before It All Pops! Then, The Government Is Going To Nationalize Them, So They Get All The Surveillance For Free!" Alex Jones & Jimmy Dore Break Down What's At The Heart Of The Data Center Craze!

Alex Jones

137,998 просмотров • 1 месяц назад

Trump: You can fit 25 Pentagons into some of these data centers. And there's very little disruption. Data centers are incredible to look at

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Headquarters

54,255 просмотров • 2 месяцев назад

David Sacks dismantles Hochul’s data center myths: • Power: Build behind the meter. AI companies can become power companies • Land: Extremely efficient with massive ROI; America has plenty of open space • Noise: Overblown, easily fixed with distance • Water: Hoax — closed loop systems use less than In-N-Out or almonds • Jobs & Taxes: Big tax revenue, construction boom + ongoing jobs • Pollution: Powered by clean natural gas David Sacks “When you compare economic impact to all these different things, data centers are one of the best things we could be building as a nation. These data centers have become the scapegoat for all the angst about AI.” @jason “All I have to say is, Welcome to Texas.” Should states be welcoming or blocking data centers?

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jay plemons

36,284 просмотров • 2 месяцев назад

🚨 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."

🚨 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 просмотров • 1 месяц назад

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.

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

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DAVID SACKS: “President Trump has been really clear that consumers should not have to pay higher rates for electricity because of data centers … He said let the AI companies become power companies. Let them stand up their own power generation … with these new data centers.”

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Chief Nerd

253,618 просмотров • 8 месяцев назад

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,450 просмотров • 10 месяцев назад

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.

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 просмотров • 10 месяцев назад

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

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 просмотров • 4 месяцев назад

Here’s the thing about the data centers that not enough people are talking about: They are being built on top of farmland. THEY ARE REPLACING OUR FOOD SUPPLY WITH MASS SURVEILLANCE CENTERS. Humans cannot survive without food or water. Two things data centers are taking away. So why are they doing this? Because the billionaire class knows AI is going to replace millions of human jobs so they are deliberately reducing our food supply. Their plan is to let millions of us die to usher in their AI techno-capitalist dystopia. That is why the fight against these data centers is an existential fight for humanity’s survival.

Here’s the thing about the data centers that not enough people are talking about: They are being built on top of farmland. THEY ARE REPLACING OUR FOOD SUPPLY WITH MASS SURVEILLANCE CENTERS. Humans cannot survive without food or water. Two things data centers are taking away. So why are they doing this? Because the billionaire class knows AI is going to replace millions of human jobs so they are deliberately reducing our food supply. Their plan is to let millions of us die to usher in their AI techno-capitalist dystopia. That is why the fight against these data centers is an existential fight for humanity’s survival.

Power to the People ☭🕊

87,979 просмотров • 4 месяцев назад

🚨Byron Donalds says Floridians should EMBRACE data centers. “You're going to have data centers. We need to embrace that, not run away from that. We have actual land in our state that is still pristine, available to use. We can build up that stuff. I would rather build a data center in one of these deals or probably FOUR data centers.”

🚨Byron Donalds says Floridians should EMBRACE data centers. “You're going to have data centers. We need to embrace that, not run away from that. We have actual land in our state that is still pristine, available to use. We can build up that stuff. I would rather build a data center in one of these deals or probably FOUR data centers.”

Chris Nelson 🏝️🇺🇸

36,856 просмотров • 2 месяцев назад

David Sacks Calls Out Dario’s Contradictions on AI & Data Centers David Sacks: “Dario actually made this argument in the context of trying to ban export of chips, and the argument was that we want to have a data center full of geniuses in the US, and that eventually what AI's going to be used for is you're going to be able to create all these agents that are basically Nobel Prize-winning level scientists. And if we have thousands or millions of those, and China has only dozens or 100, whatever, then we're going to win everything. And that was the whole argument. But now we're basically banning the data centers. We're not going to have those data centers full of geniuses, and he's done his best to restrict the sale of chips to our allies as well. So I guess our allies aren't going to have the data centers either. So we are totally shooting ourselves in the foot, and probably it would be a good thing if Dario really does believe in the data centers full of geniuses idea that he was arguing for last year, he should come forward and say, ‘We're making a big mistake by over-regulating data centers, here's how we should do it.’ I haven't heard him step up in that way, and it makes you kind of question, do you only fight for the doomer side of the argument, or are there versions of the positive side that you're willing to fight for politically?”

David Sacks Calls Out Dario’s Contradictions on AI & Data Centers David Sacks: “Dario actually made this argument in the context of trying to ban export of chips, and the argument was that we want to have a data center full of geniuses in the US, and that eventually what AI's going to be used for is you're going to be able to create all these agents that are basically Nobel Prize-winning level scientists. And if we have thousands or millions of those, and China has only dozens or 100, whatever, then we're going to win everything. And that was the whole argument. But now we're basically banning the data centers. We're not going to have those data centers full of geniuses, and he's done his best to restrict the sale of chips to our allies as well. So I guess our allies aren't going to have the data centers either. So we are totally shooting ourselves in the foot, and probably it would be a good thing if Dario really does believe in the data centers full of geniuses idea that he was arguing for last year, he should come forward and say, ‘We're making a big mistake by over-regulating data centers, here's how we should do it.’ I haven't heard him step up in that way, and it makes you kind of question, do you only fight for the doomer side of the argument, or are there versions of the positive side that you're willing to fight for politically?”

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64,124 просмотров • 1 месяц назад