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The data center boom has a geopolitical shadow. Think about it- in a world where military systems run on compute, the buildings that provide that compute will become targets. And the messy part is that a lot of this infrastructure is dual-use with civilian data, banking data, cloud services,... defense contracts, intelligence workloads all potentially blurred inside the same ecosystem. So if these facilities are being built next to neighborhoods, schools, and homes, people deserve to know more than “it brings jobs.” They deserve to know what kind of infrastructure they’re living next to, what risks come with it, and whether their community is secretly being folded into the map of modern warfare.show more

Drey

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13,996 просмотров • 3 месяцев назад •via X (Twitter)

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There is a new extremely viral theory going around that many of the data centers being built in America aren’t really data centers They’re actually modern day panopticon. A digital surveillance state Even Tucker Carlson thinks this is the case and brings it up with Kevin O'Leary There are some real reasons to question what we’re being told, one of the reasons is the size and scale Think about this China’s largest reported single data center campus is only about 200 football fields in size Compare that to the US where a single data center is being planned at 33,000 football fields. Not to mention there are tons of them that are massive being planned and built It really doesn’t make sense when you compare the population of China being bigger than the US This is a conspiracy, but it’s something to think about because we know America has been moving towards a surveillance state, that’s every real Keep paying attention and questioning things

There is a new extremely viral theory going around that many of the data centers being built in America aren’t really data centers They’re actually modern day panopticon. A digital surveillance state Even Tucker Carlson thinks this is the case and brings it up with Kevin O'Leary There are some real reasons to question what we’re being told, one of the reasons is the size and scale Think about this China’s largest reported single data center campus is only about 200 football fields in size Compare that to the US where a single data center is being planned at 33,000 football fields. Not to mention there are tons of them that are massive being planned and built It really doesn’t make sense when you compare the population of China being bigger than the US This is a conspiracy, but it’s something to think about because we know America has been moving towards a surveillance state, that’s every real Keep paying attention and questioning things

Wall Street Apes

178,613 просмотров • 3 месяцев назад

Rep. Alexandria Ocasio-Cortez said Tuesday that there's "a real lack of transparency as to what these data centers and what these technology companies are actually doing." She raised concerns about what she said are surveillance systems "being established to track every American, and I think that also requires a lot of data." "I think Americans deserve to know what this infrastructure, in specificity, is being used by and for," she said.

Rep. Alexandria Ocasio-Cortez said Tuesday that there's "a real lack of transparency as to what these data centers and what these technology companies are actually doing." She raised concerns about what she said are surveillance systems "being established to track every American, and I think that also requires a lot of data." "I think Americans deserve to know what this infrastructure, in specificity, is being used by and for," she said.

CBS News

83,113 просмотров • 1 день назад

AI is rapidly evolving, and it’s reshaping how and where computing happens. From data center infrastructure to AI systems in the physical world, to the future of personal AI devices, intelligence is being distributed across a new compute landscape. At the edge, more agentic experiences are starting to show up, expanding what devices need to do. Tomorrow in New York, we’ll share what Qualcomm is building across it and how it will drive our next phase of growth. Stay tuned for #QCOMInvestorDay.

AI is rapidly evolving, and it’s reshaping how and where computing happens. From data center infrastructure to AI systems in the physical world, to the future of personal AI devices, intelligence is being distributed across a new compute landscape. At the edge, more agentic experiences are starting to show up, expanding what devices need to do. Tomorrow in New York, we’ll share what Qualcomm is building across it and how it will drive our next phase of growth. Stay tuned for #QCOMInvestorDay.

Cristiano R. Amon

15,783 просмотров • 2 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

304,297 просмотров • 9 месяцев назад

A massive 350,000 square foot data center in Massachusetts is nicknamed “The Dungeon” by residents The data center promised it would provide lots of new jobs to the community. Only about 12 people work there…. The data center is causing constant visible pollution and a lot of noise to residents It’s using about 120,000 gallons of water per day and using as much power as 40,000 American homes Residents were lied to Get this, the data center is buying nearby homes and properties to expand….

A massive 350,000 square foot data center in Massachusetts is nicknamed “The Dungeon” by residents The data center promised it would provide lots of new jobs to the community. Only about 12 people work there…. The data center is causing constant visible pollution and a lot of noise to residents It’s using about 120,000 gallons of water per day and using as much power as 40,000 American homes Residents were lied to Get this, the data center is buying nearby homes and properties to expand….

Wall Street Apes

105,865 просмотров • 2 месяцев назад

every question in this clip is an ownership question, especially data because when everyone has access to the same intelligence, the only input that separates your business from the next one is the data you own your data is decades of decisions, customers, mistakes, and edge cases that exist nowhere else on earth that is the moat and enterprises are waking up to the fact that they've been leaking it one api call at a time my prediction is this: data ownership is going to absolutely matter in the world we're going into and whoever's building the infrastructure for it is going to have a very good decade.

every question in this clip is an ownership question, especially data because when everyone has access to the same intelligence, the only input that separates your business from the next one is the data you own your data is decades of decisions, customers, mistakes, and edge cases that exist nowhere else on earth that is the moat and enterprises are waking up to the fact that they've been leaking it one api call at a time my prediction is this: data ownership is going to absolutely matter in the world we're going into and whoever's building the infrastructure for it is going to have a very good decade.

Adeniyi.sui

13,834 просмотров • 2 месяцев назад

America must stockpile compute for the new era of national security. Armada just secured $230M to help build that compute stockpile, developing modular edge data centers for critical infrastructure and remote environments. U.S. Navy ships, oil rigs, remote mines, manufacturing facilities, and critical infrastructure sites are becoming the front lines of data generation, where 75% of data is now being generated. Our interview with Armada CEO Dan Wright breaks down the rise of hyperscaler infrastructure at the edge and why decentralized compute is becoming one of the most important strategic assets.

America must stockpile compute for the new era of national security. Armada just secured $230M to help build that compute stockpile, developing modular edge data centers for critical infrastructure and remote environments. U.S. Navy ships, oil rigs, remote mines, manufacturing facilities, and critical infrastructure sites are becoming the front lines of data generation, where 75% of data is now being generated. Our interview with Armada CEO Dan Wright breaks down the rise of hyperscaler infrastructure at the edge and why decentralized compute is becoming one of the most important strategic assets.

Atoms Not Bits

28,618 просмотров • 3 месяцев назад

.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

Jack Kuhr

44,998 просмотров • 2 месяцев назад

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 requested the data center not connect to the local power infrastructure. So now the company has to run generators. The people complaining about the noise created the noise." "The water problem, people don't understand that these are self-contained systems and that these issues are largely 10 to 20 years old. Many of these issues do not even apply anymore." "You can even look this up yourself. The price for electricity because of data center construction has actually gone down because it has forced the energy companies to actually improve the infrastructure, improve the power grid." "Same thing happened with EVs. They said if there's gonna be a million EVs, there's going to be a collapse of the energy infrastructure. You have millions of EVs now. Nothing collapsed."

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 requested the data center not connect to the local power infrastructure. So now the company has to run generators. The people complaining about the noise created the noise." "The water problem, people don't understand that these are self-contained systems and that these issues are largely 10 to 20 years old. Many of these issues do not even apply anymore." "You can even look this up yourself. The price for electricity because of data center construction has actually gone down because it has forced the energy companies to actually improve the infrastructure, improve the power grid." "Same thing happened with EVs. They said if there's gonna be a million EVs, there's going to be a collapse of the energy infrastructure. You have millions of EVs now. Nothing collapsed."

MTS

13,833 просмотров • 2 месяцев назад

James Fishback says Byron Donalds is LYING about data centers! Says this has nothing to do with China and it’s all about GREED. “There are 4,200 data centers in the United States. There are 470 in China. We've already won the AI war. My grandfather was a computer science major at Florida Atlantic University about 30 minutes south of here in Boca. And he would tell you that in the 1970s and 80s, computers were the size of Costco warehouses and now those same computers fit in our pocket. Why are we building an AI data center that in five years is going to be obsolete, is going to be one one hundredth of the size. And so I fear it's because a lot of the big land developers want to buy up cheap land, flip it for the next AI data center. So it's a greedy thing. It's a greed thing. And I don't want that to happen in our state because you know what? If you buy something and you screw up, you can return it. You could sell it. If you pave over citrus groves or the Everglades or a wetlands to build the data center, you cannot easily undo that. And so I don't want our farmers, I don't want our rural towns to be run roughshod over. My opponent, Byron Donalds, will say, well, what about the AI data center? Don't they have property rights? And I would say to him, what about the property rights of the people who live a hundred feet from the data center? Where there is EMF, where there is audible noise pollution, where there is the potential even for small radioactive waves? What happens in that case? Do they not have property rights? They don't have to live next to something like that.”

James Fishback says Byron Donalds is LYING about data centers! Says this has nothing to do with China and it’s all about GREED. “There are 4,200 data centers in the United States. There are 470 in China. We've already won the AI war. My grandfather was a computer science major at Florida Atlantic University about 30 minutes south of here in Boca. And he would tell you that in the 1970s and 80s, computers were the size of Costco warehouses and now those same computers fit in our pocket. Why are we building an AI data center that in five years is going to be obsolete, is going to be one one hundredth of the size. And so I fear it's because a lot of the big land developers want to buy up cheap land, flip it for the next AI data center. So it's a greedy thing. It's a greed thing. And I don't want that to happen in our state because you know what? If you buy something and you screw up, you can return it. You could sell it. If you pave over citrus groves or the Everglades or a wetlands to build the data center, you cannot easily undo that. And so I don't want our farmers, I don't want our rural towns to be run roughshod over. My opponent, Byron Donalds, will say, well, what about the AI data center? Don't they have property rights? And I would say to him, what about the property rights of the people who live a hundred feet from the data center? Where there is EMF, where there is audible noise pollution, where there is the potential even for small radioactive waves? What happens in that case? Do they not have property rights? They don't have to live next to something like that.”

Chris Nelson 🏝️🇺🇸

27,295 просмотров • 23 дней назад

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 просмотров • 2 месяцев назад

FRIEDBERG: VIDEO DATA WILL POWER THE NEXT GENERATION OF AI Friedberg broke down the scale shift coming to artificial intelligence, arguing that text based models like GPT are just the beginning, and that the real revolution will come from video-trained systems: “The internet and all these LLMs are language models trained on text from the internet, around 50 billion words total, maybe one to five terabytes of data in their training sets. But if you look at the video data out there, there are hundreds of billions of hours, much of it on YouTube. By some estimates, there’s a thousand exabytes of video data on the internet, about a billion times more than text data. I think we just saw that play out with the new video model that launched yesterday. Google has all this YouTube data, whether or not they’re using it to train, I don’t know. I’ve heard from insiders they’re not allowed to yet and would have to redo the terms of service.” Source: AIFinInsights david friedberg

FRIEDBERG: VIDEO DATA WILL POWER THE NEXT GENERATION OF AI Friedberg broke down the scale shift coming to artificial intelligence, arguing that text based models like GPT are just the beginning, and that the real revolution will come from video-trained systems: “The internet and all these LLMs are language models trained on text from the internet, around 50 billion words total, maybe one to five terabytes of data in their training sets. But if you look at the video data out there, there are hundreds of billions of hours, much of it on YouTube. By some estimates, there’s a thousand exabytes of video data on the internet, about a billion times more than text data. I think we just saw that play out with the new video model that launched yesterday. Google has all this YouTube data, whether or not they’re using it to train, I don’t know. I’ve heard from insiders they’re not allowed to yet and would have to redo the terms of service.” Source: AIFinInsights david friedberg

Mario Nawfal

15,855 просмотров • 9 месяцев назад

Almost $1 TRILLION has already gone into building AI infrastructure. Let that sink in for a moment. In just two years, we’ve poured the equivalent of an entire country’s GDP into chips, data centers, and compute power. That’s not hype that’s commitment. And the wild part? This is still early innings. The foundation is being built right now. What gets built on top of it is going to change everything. 🔥🚀

Almost $1 TRILLION has already gone into building AI infrastructure. Let that sink in for a moment. In just two years, we’ve poured the equivalent of an entire country’s GDP into chips, data centers, and compute power. That’s not hype that’s commitment. And the wild part? This is still early innings. The foundation is being built right now. What gets built on top of it is going to change everything. 🔥🚀

Junaid Dar

140,194 просмотров • 8 месяцев назад

"A data center is one of the absolute worst economic development tools that you can have in a community. It doesn't create any jobs. It doesn't create any knock-on economic effects, because the only thing that wants to be located next to a data center is a data center." It's time to ban tax breaks for data centers. Pat_Garofalo breaks it down on MS NOW:

"A data center is one of the absolute worst economic development tools that you can have in a community. It doesn't create any jobs. It doesn't create any knock-on economic effects, because the only thing that wants to be located next to a data center is a data center." It's time to ban tax breaks for data centers. Pat_Garofalo breaks it down on MS NOW:

American Economic Liberties Project

95,938 просмотров • 10 дней назад

Distributed compute needs to be deployed with speed, scale, and sovereignty. Dan Wright joined Bloomberg Technology this week to talk about Galleon Forge One, our Series B, and the infrastructure buildout required to meet growing demand for inference, fine-tuning, and distributed model deployment at scale. The next wave of compute will not live only in centralized clouds. It will need to be deployed where land, energy, and data already exist. That is what Armada was built for. That is what Galleon delivers.

Distributed compute needs to be deployed with speed, scale, and sovereignty. Dan Wright joined Bloomberg Technology this week to talk about Galleon Forge One, our Series B, and the infrastructure buildout required to meet growing demand for inference, fine-tuning, and distributed model deployment at scale. The next wave of compute will not live only in centralized clouds. It will need to be deployed where land, energy, and data already exist. That is what Armada was built for. That is what Galleon delivers.

Armada

934,749 просмотров • 3 месяцев назад

Dr. John Campbell exposed that the government is HIDING data showing that Covid-19 shots are clearly associated with excess deaths. RUSSELL BRAND: “What … will be the single piece of data that provides a tipping point where the majority of people will say … we were lied to about this?” CAMPBELL: “The obvious one is correlating vaccination status against excess deaths.” “Now, the British government were given the opportunity to release this [data] just last month.” “They actually … said they weren’t going to release it.” “What we don’t know [in the data] is who had the vaccine and did they die?” “The government has REFUSED to release that data.” “We believe that that data has been released to the pharmaceutical industry.” “Bits of data have appeared … in Japan, for example, and also in Italy.” “It doesn’t look good.” “It looks like excess deaths were associated with vaccination.” Russell Brand John Campbell

Children’s Health Defense

25,186 просмотров • 6 месяцев назад

AI is leaving the data center. NVIDIA is betting on local, personal compute. Edge-agent research is showing why that matters: the closer the agent is to the user, the more usable it becomes. That is the OptimAI Claw thesis. Search brings the signal. Claw turns it into action on your device. The network keeps intelligence distributed. This is what agent-native infrastructure looks like when it is built for the edge.

AI is leaving the data center. NVIDIA is betting on local, personal compute. Edge-agent research is showing why that matters: the closer the agent is to the user, the more usable it becomes. That is the OptimAI Claw thesis. Search brings the signal. Claw turns it into action on your device. The network keeps intelligence distributed. This is what agent-native infrastructure looks like when it is built for the edge.

OptimAI Network

28,218 просмотров • 3 месяцев назад

A new HUGE data center campus called Project Open Sky is being planned in Oklahoma. The land will be over a square mile with 6 Data Centers One American family all built houses together on a compound, and the data center campus is planned less than 300 feet away from their homes The residents say they already have a water pressure issue and this is going to mean there won’t be enough water to farm or even for their homes The data center campus could use as 27.4 million gallons per year “They literally have an entire square mile and are pushing to get more — Cloverleaf Infrastructure is the company behind Project Open Sky, which is in talks to build a 633-acre campus with as many as 6 data centers on it” This is going to destroy the lives of the residents in this town

A new HUGE data center campus called Project Open Sky is being planned in Oklahoma. The land will be over a square mile with 6 Data Centers One American family all built houses together on a compound, and the data center campus is planned less than 300 feet away from their homes The residents say they already have a water pressure issue and this is going to mean there won’t be enough water to farm or even for their homes The data center campus could use as 27.4 million gallons per year “They literally have an entire square mile and are pushing to get more — Cloverleaf Infrastructure is the company behind Project Open Sky, which is in talks to build a 633-acre campus with as many as 6 data centers on it” This is going to destroy the lives of the residents in this town

Wall Street Apes

66,687 просмотров • 9 дней назад

My deep concern is that there is a coverup of vaccine injuries in the Department of Defense, and that they are playing games with the data so that we can’t actually assess whether it’s the vaccine or the ailment that is causing these acute conditions. Wouldn’t it be a tragic thing to discover that we hurt people with the vaccine more so than the virus did?

My deep concern is that there is a coverup of vaccine injuries in the Department of Defense, and that they are playing games with the data so that we can’t actually assess whether it’s the vaccine or the ailment that is causing these acute conditions. Wouldn’t it be a tragic thing to discover that we hurt people with the vaccine more so than the virus did?

Former Congressman Matt Gaetz

947,009 просмотров • 2 лет 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

216,837 просмотров • 4 дней назад