Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

SOMEONE BUILT A MAP THAT SHOWS EXACTLY WHERE EVERY POWER PLANT, TRANSMISSION LINE, SUBSTATION & DATA CENTER SITS ON THE US GRID all on one interactive map. all free you can see how the grid is laid out... where the datacenters cluster... which transmission corridors carry the load... where... show more

Vaishnavi

21,064 subscribers

1,107,585 views • 4 months ago •via X (Twitter)

Science & Technology

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

Now you know why they need all those data centers. It’s going to require a lot of computing power to track and analyze all the data from every American. Seems that’s where we are headed though.

Now you know why they need all those data centers. It’s going to require a lot of computing power to track and analyze all the data from every American. Seems that’s where we are headed though.

Derrick Evans

85,392 views • 2 months ago

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.

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 views • 8 months ago

DATA VAMPIRES is a four-part series exploring the costs of hyperscale data centers and why tech billionaires are desperate to build more. In Part 1, we examine where “the cloud” came from and how it expands Amazon, Microsoft, and Google’s power. Full ep:

DATA VAMPIRES is a four-part series exploring the costs of hyperscale data centers and why tech billionaires are desperate to build more. In Part 1, we examine where “the cloud” came from and how it expands Amazon, Microsoft, and Google’s power. Full ep:

Tech Won't Save Us

327,620 views • 1 year ago

.Erin Price-Wright on data centers: “This is investment going into teaching us how to build mega projects again in the US.” Erin explains the other side of the data center debate: high-utilization industrial loads can help finance new power generation, modernize our aging electric grid, and lower costs for consumers over time.

.Erin Price-Wright on data centers: “This is investment going into teaching us how to build mega projects again in the US.” Erin explains the other side of the data center debate: high-utilization industrial loads can help finance new power generation, modernize our aging electric grid, and lower costs for consumers over time.

Matt Perault

76,621 views • 3 months ago

AMERICA’S FRAGILE GRID IS MAKING OFF-GRID POWER LOOK SMARTER EVERY DAY The cost of going off grid is becoming impossible to ignore. Climate activists and EV hype helped turn electric everything into a moral badge, but America’s power grid is under growing strain, and AI data centers are making that pressure worse. With oil refineries burning around the world and the grid growing more fragile, how can we protect power when the system fails? Relying on one overloaded grid could be disastrous, especially when backup options are no longer optional. Mike Adams (HealthRanger) breaks down why backup power is essential, and why solar and other off-grid options are more reliable when crisis hits.

AMERICA’S FRAGILE GRID IS MAKING OFF-GRID POWER LOOK SMARTER EVERY DAY The cost of going off grid is becoming impossible to ignore. Climate activists and EV hype helped turn electric everything into a moral badge, but America’s power grid is under growing strain, and AI data centers are making that pressure worse. With oil refineries burning around the world and the grid growing more fragile, how can we protect power when the system fails? Relying on one overloaded grid could be disastrous, especially when backup options are no longer optional. Mike Adams (HealthRanger) breaks down why backup power is essential, and why solar and other off-grid options are more reliable when crisis hits.

Redacted

12,228 views • 1 month ago

My job is to communicate the facts, and that's what I do. 20 years ago, even 10 years ago, data centers in Virginia, where they started, used a lot of water and it caused prices to go up when it was attached to the grid. Well, you cannot attach the grid anymore. The Utah project contemplates bringing new power to Utah. All of the power will be created from nat gas pipeline that runs through there, and will give back to the community. It will generate enough power that some percentage of it will go back to the grid. If you want China to overtake our ability to develop cutting edge technology, you stop data centers. So that's the cause and effect of it all. If you want China to lead, take over our, let's call it democracy, our free speech, and the way we live with technology, just stop building data centers. It's that simple.

My job is to communicate the facts, and that's what I do. 20 years ago, even 10 years ago, data centers in Virginia, where they started, used a lot of water and it caused prices to go up when it was attached to the grid. Well, you cannot attach the grid anymore. The Utah project contemplates bringing new power to Utah. All of the power will be created from nat gas pipeline that runs through there, and will give back to the community. It will generate enough power that some percentage of it will go back to the grid. If you want China to overtake our ability to develop cutting edge technology, you stop data centers. So that's the cause and effect of it all. If you want China to lead, take over our, let's call it democracy, our free speech, and the way we live with technology, just stop building data centers. It's that simple.

Kevin O'Leary aka Mr. Wonderful

22,759 views • 4 months ago

Found the only infrastructure in all of America being updated, power lines for data centers Construction crews are out putting in new transmission lines, transformers, and miles of new poles for the new AI Data Center project in Vineland, New Jersey These grid upgrade costs have been socialized across all customers, meaning raising everyone’s bills Residents on average are seeing roughly 20% increase on their energy bills Jersey did pass bills in 2026 trying to make large data centers cover their own upgrade costs but Vineland has its own municipal utility. Meaning residents are paying the upgrade costs

Found the only infrastructure in all of America being updated, power lines for data centers Construction crews are out putting in new transmission lines, transformers, and miles of new poles for the new AI Data Center project in Vineland, New Jersey These grid upgrade costs have been socialized across all customers, meaning raising everyone’s bills Residents on average are seeing roughly 20% increase on their energy bills Jersey did pass bills in 2026 trying to make large data centers cover their own upgrade costs but Vineland has its own municipal utility. Meaning residents are paying the upgrade costs

Wall Street Apes

57,286 views • 3 months ago

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

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 views • 3 months ago

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

35,659 views • 5 months ago

🚨New: Thousands of Virginia homeowners are fighting Dominion Energy’s Valley Link project that would build the most powerful transmission line in the commonwealth. Dominion Energy recently released a new route. “No matter which route they take, it's through our property,” said Orange County resident Rebekah Henson. “To Dominion: Go away, you are taking away our home, our peace, our wonderful view. We don't want that.” The 115 mile long 765-kilovolt electric transmission line would impact up to nine counties to power data centers in northern Virginia. The line would end in Culpeper County at a proposed 88 acre substation where more lines are expected to branch out to reach other Northern Virginia counties. This week, the Culpeper Board of Supervisors sent a letter to PJM urging the power grid operator not to approve the substation. Dominion Energy told me they are only considering Culpeper County for the transmission line despite county opposition. Several residents told me it’s unfair their homes and community might be impacted because data centers hours away need more electricity.

🚨New: Thousands of Virginia homeowners are fighting Dominion Energy’s Valley Link project that would build the most powerful transmission line in the commonwealth. Dominion Energy recently released a new route. “No matter which route they take, it's through our property,” said Orange County resident Rebekah Henson. “To Dominion: Go away, you are taking away our home, our peace, our wonderful view. We don't want that.” The 115 mile long 765-kilovolt electric transmission line would impact up to nine counties to power data centers in northern Virginia. The line would end in Culpeper County at a proposed 88 acre substation where more lines are expected to branch out to reach other Northern Virginia counties. This week, the Culpeper Board of Supervisors sent a letter to PJM urging the power grid operator not to approve the substation. Dominion Energy told me they are only considering Culpeper County for the transmission line despite county opposition. Several residents told me it’s unfair their homes and community might be impacted because data centers hours away need more electricity.

Nick Minock

27,605 views • 2 months ago

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

304,297 views • 9 months ago

Texas is planning on running “4,000 linear miles of what amounts to extension cords on steroids throughout Texas” The reasoning is, there are areas that need more power for things like Data Centers. But instead of building the plants where the power is needed, they plan on running massive extension cords The project is part of a major grid upgrade managed by the Public Utility Commission of Texas The purpose is for oil and gas operations and data centers

Texas is planning on running “4,000 linear miles of what amounts to extension cords on steroids throughout Texas” The reasoning is, there are areas that need more power for things like Data Centers. But instead of building the plants where the power is needed, they plan on running massive extension cords The project is part of a major grid upgrade managed by the Public Utility Commission of Texas The purpose is for oil and gas operations and data centers

Wall Street Apes

100,883 views • 4 months ago

Elon Musk explains the “series of miracles” xAI had to achieve to bring one gigawatt of power online for its supercomputer cluster in Memphis The xAI team coordinated dozens of gas turbines, faced permit challenges in Tennessee, and ultimately moved the power generation just across the border into Mississippi. From there, they had to run high-voltage transmission lines and build an entire power plant on the Mississippi side and it was very difficult to build that But the deeper point is even more important Most people calculate AI power needs by looking only at the GPUs. That is a serious mistake. A real data center also requires substantial power for networking, CPUs, storage, and most critically cooling In Memphis, where summer temperatures are extreme, peak cooling demand can add roughly 40% more power. On top of that, operators must maintain extra capacity so generators can be taken offline for servicing without shutting down the entire system. This redundancy typically adds another 20 to 25 percent When all of these factors are included, Elon stated that approximately 110,000 GB300 GPUs require roughly 330 megawatts of actual power generation This is why building and powering frontier AI data centers is far more difficult and far more capital intensive than it appears from the outside

Elon Musk explains the “series of miracles” xAI had to achieve to bring one gigawatt of power online for its supercomputer cluster in Memphis The xAI team coordinated dozens of gas turbines, faced permit challenges in Tennessee, and ultimately moved the power generation just across the border into Mississippi. From there, they had to run high-voltage transmission lines and build an entire power plant on the Mississippi side and it was very difficult to build that But the deeper point is even more important Most people calculate AI power needs by looking only at the GPUs. That is a serious mistake. A real data center also requires substantial power for networking, CPUs, storage, and most critically cooling In Memphis, where summer temperatures are extreme, peak cooling demand can add roughly 40% more power. On top of that, operators must maintain extra capacity so generators can be taken offline for servicing without shutting down the entire system. This redundancy typically adds another 20 to 25 percent When all of these factors are included, Elon stated that approximately 110,000 GB300 GPUs require roughly 330 megawatts of actual power generation This is why building and powering frontier AI data centers is far more difficult and far more capital intensive than it appears from the outside

X Freeze

140,377 views • 3 months ago

🚨 TEACHERS WERE TOLD TO TURN OFF THE LIGHTS FOR AI DATA CENTERS — AND THE STUDENTS WERE LEFT IN THE DARK This is the future they promised? Loudoun County, Virginia... one of the biggest data center hubs on Earth, welcomed 37 data centers. Then the AI boom arrived. The servers came online. The power demand exploded. Now schools are reportedly being told to cut energy use. Turn off lights. Unplug electronics. Conserve wherever possible. The facilities consuming enormous amounts of electricity keep expanding. The classrooms are being told to use less. Officials say it's about rising energy costs. But that's not the question many people are asking. The question is why the burden always seems to fall on everyone else. The data centers get built. The power demand rises. The electricity bills go up. And somehow the teachers and students are the ones being asked to make sacrifices. They said AI would transform society. Maybe it already is. Because every year it feels like the same story. The data centers need more power. The data centers need more water. The data centers need more land. The data centers keep growing. And ordinary people are told to adapt. First they built the data centers. Now the schools are turning off the lights. Who should get the electricity first: students or AI servers?

🚨 TEACHERS WERE TOLD TO TURN OFF THE LIGHTS FOR AI DATA CENTERS — AND THE STUDENTS WERE LEFT IN THE DARK This is the future they promised? Loudoun County, Virginia... one of the biggest data center hubs on Earth, welcomed 37 data centers. Then the AI boom arrived. The servers came online. The power demand exploded. Now schools are reportedly being told to cut energy use. Turn off lights. Unplug electronics. Conserve wherever possible. The facilities consuming enormous amounts of electricity keep expanding. The classrooms are being told to use less. Officials say it's about rising energy costs. But that's not the question many people are asking. The question is why the burden always seems to fall on everyone else. The data centers get built. The power demand rises. The electricity bills go up. And somehow the teachers and students are the ones being asked to make sacrifices. They said AI would transform society. Maybe it already is. Because every year it feels like the same story. The data centers need more power. The data centers need more water. The data centers need more land. The data centers keep growing. And ordinary people are told to adapt. First they built the data centers. Now the schools are turning off the lights. Who should get the electricity first: students or AI servers?

HustleBitch

23,460 views • 1 month ago

What if you could visualise how electricity flows from a wind farm in Scotland to your home in London? Ok it's not quite that simple, but it got me thinking that there must be a way of visualising the complexity of the electricity transmission grid in Great Britain. This is my first attempt… What you're seeing are the real power lines and substations on the transmission grid using OpenStreetMap data. The real connections between each substation are found using PyPSA-Eur as well as calculating the "electrical distance" or impedance between each substation. This is my incredibly basic and naive way of attempting to show the "speed" at which the energy is moving through the network, where the bottlenecks are, etc. I know it's not as simple as this, but it's a first attempt so… 😉 I've also added a way to pick any substation in the network and show how electricity pulses through the rest of the network from that point. This is the magic sauce that really brings to life how much infrastructure electricity has to pass through to get from point A to point B. Of course this isn't really what happens, and there's no demand to soak up the energy. However I think it still serves as an interesting visual of how complex the network actually is and the distances involved to get energy from one side of the country to the other. What do you think? Is this worth exploring further?

What if you could visualise how electricity flows from a wind farm in Scotland to your home in London? Ok it's not quite that simple, but it got me thinking that there must be a way of visualising the complexity of the electricity transmission grid in Great Britain. This is my first attempt… What you're seeing are the real power lines and substations on the transmission grid using OpenStreetMap data. The real connections between each substation are found using PyPSA-Eur as well as calculating the "electrical distance" or impedance between each substation. This is my incredibly basic and naive way of attempting to show the "speed" at which the energy is moving through the network, where the bottlenecks are, etc. I know it's not as simple as this, but it's a first attempt so… 😉 I've also added a way to pick any substation in the network and show how electricity pulses through the rest of the network from that point. This is the magic sauce that really brings to life how much infrastructure electricity has to pass through to get from point A to point B. Of course this isn't really what happens, and there's no demand to soak up the energy. However I think it still serves as an interesting visual of how complex the network actually is and the distances involved to get energy from one side of the country to the other. What do you think? Is this worth exploring further?

Robin Hawkes

144,544 views • 7 months ago

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.

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

102,883 views • 6 months ago

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?

Ricardo

146,789 views • 6 months ago

Markets are hitting all-time highs despite turbulence, inflation, and rising energy costs and the reason is simple: AI is now impacting every sector of the economy. Companies are proving quarter after quarter that AI is driving productivity and margin expansion. While others are trying to pick the winning AI model, I’m focused on the picks and shovels, power, data centers, land, and infrastructure. Every AI system needs energy, and that demand is only accelerating.

Markets are hitting all-time highs despite turbulence, inflation, and rising energy costs and the reason is simple: AI is now impacting every sector of the economy. Companies are proving quarter after quarter that AI is driving productivity and margin expansion. While others are trying to pick the winning AI model, I’m focused on the picks and shovels, power, data centers, land, and infrastructure. Every AI system needs energy, and that demand is only accelerating.

Kevin O'Leary aka Mr. Wonderful

23,767 views • 3 months ago

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

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

The Iced Coffee Hour

277,703 views • 3 months ago