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This is a very different freight market, unlike any that we have ever tracked. The center of the country, led by industrials, are the drivers are freight - not imports for retailers. American industrials are ramping, driven by a mix of AI-data center related buildout, defense production, and low-cost... show more

Craig Fuller 🛩🚛🚂⚓️

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20,258 views • 4 months ago •via X (Twitter)

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There is a significant shift happening in the freight economy. The industrials are starting to ramp, while imports are soft. This is a very different than what we’ve seen over the past decade.

There is a significant shift happening in the freight economy. The industrials are starting to ramp, while imports are soft. This is a very different than what we’ve seen over the past decade.

Craig Fuller 🛩🚛🚂⚓️

319,524 views • 6 months ago

What is the freight data showing about American reindustrialization? Craig Fuller 🛩🚛🚂⚓️, founder of FreightWaves. "For the past 10 years, freight would flow from imports into the coasts, into the ports, and then into the United States. That's really been the way since we've been tracking this data." "But in the last 18 months, and particularly in the last 12 months, something completely has shifted... the center of the country, the I-35 corridor, the old Rust Belt up to Ohio and Michigan, that's the part of the country that's now producing freight." "The Heartland renaissance that everyone has been wanting and promising is actually happening." "To build a data center, you need concrete, steel, fiber optics, copper, transmission lines, power generators, cooling systems... because of bonus depreciation, a lot of this source material is coming from the center of the country."

What is the freight data showing about American reindustrialization? Craig Fuller 🛩🚛🚂⚓️, founder of FreightWaves. "For the past 10 years, freight would flow from imports into the coasts, into the ports, and then into the United States. That's really been the way since we've been tracking this data." "But in the last 18 months, and particularly in the last 12 months, something completely has shifted... the center of the country, the I-35 corridor, the old Rust Belt up to Ohio and Michigan, that's the part of the country that's now producing freight." "The Heartland renaissance that everyone has been wanting and promising is actually happening." "To build a data center, you need concrete, steel, fiber optics, copper, transmission lines, power generators, cooling systems... because of bonus depreciation, a lot of this source material is coming from the center of the country."

MTS

34,077 views • 2 months ago

Doug Sosnik: "In data centers and AI is the coming together in one place of all the forces that have driven the anger in America: People with money and power are doing what they want to do; other people are paying; the fear of AI and loss of jobs...This is like a freight train."

Doug Sosnik: "In data centers and AI is the coming together in one place of all the forces that have driven the anger in America: People with money and power are doing what they want to do; other people are paying; the fear of AI and loss of jobs...This is like a freight train."

Bill Kristol

22,720 views • 7 days 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

On this July 4th, Democrats who are extremely/very proud to be American has fallen through the floor to a record low of 36%. Down from 80% in 2015. This is driven by Gen Z Dems of whom just 24% are proud to be American. Meanwhile, 92% of the GOP are proud to be American.

On this July 4th, Democrats who are extremely/very proud to be American has fallen through the floor to a record low of 36%. Down from 80% in 2015. This is driven by Gen Z Dems of whom just 24% are proud to be American. Meanwhile, 92% of the GOP are proud to be American.

(((Harry Enten)))

493,861 views • 1 year ago

🇺🇸 CHAMATH: IPOs ARE BOOSTING THE AMERICAN ECONOMY "You can have a ton of money go into these private companies, take them public at a very low cost of capital. A normalization of the vehicle has now raised more than $200 billion for American companies. Investors want a competitive IPO market that brings many American businesses to the public market so they can be owned by everybody. The incentives are such that there's no compensation unless it works." Source: The All-In Podcast, Chamath Palihapitiya

🇺🇸 CHAMATH: IPOs ARE BOOSTING THE AMERICAN ECONOMY "You can have a ton of money go into these private companies, take them public at a very low cost of capital. A normalization of the vehicle has now raised more than $200 billion for American companies. Investors want a competitive IPO market that brings many American businesses to the public market so they can be owned by everybody. The incentives are such that there's no compensation unless it works." Source: The All-In Podcast, Chamath Palihapitiya

Mario Nawfal

70,976 views • 11 months ago

"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

Exabits

13,896 views • 2 years ago

“Gas Chambers for execution are a completely American idea. Not a single country in the west outside of the U.S. uses gas chambers. So the Germans had no system of executing people by gas chambers.” -Ernst Zundel

“Gas Chambers for execution are a completely American idea. Not a single country in the west outside of the U.S. uses gas chambers. So the Germans had no system of executing people by gas chambers.” -Ernst Zundel

Uncommon Sense

87,665 views • 1 year ago

"American AI leadership should never come at the cost of hardworking Americans' ability to pay their electricity bills," says Director Michael Kratsios at the Ratepayer Protection Pledge roundtable. "Today, through this pledge, we are challenging all of these companies to think bigger when it comes to data center construction by identifying ways that we can drive down the overall electricity cost..."

"American AI leadership should never come at the cost of hardworking Americans' ability to pay their electricity bills," says Director Michael Kratsios at the Ratepayer Protection Pledge roundtable. "Today, through this pledge, we are challenging all of these companies to think bigger when it comes to data center construction by identifying ways that we can drive down the overall electricity cost..."

Rapid Response 47

37,198 views • 6 months ago

.Kirsten Gillibrand: I would like to know why you have not sought the support of the American people. 3 out of 5 Americans are against this war Hegseth: We do have the support of the American people. We are two months in. This is a defined mission set Gillibrand: So you don’t care that the American people are not supporting this war?

.Kirsten Gillibrand: I would like to know why you have not sought the support of the American people. 3 out of 5 Americans are against this war Hegseth: We do have the support of the American people. We are two months in. This is a defined mission set Gillibrand: So you don’t care that the American people are not supporting this war?

Headquarters

81,492 views • 4 months ago

PRESIDENT TRUMP: Data centers and AI are dramatically increasing the demand for electricity. It's only fair that the cost of building the new infrastructure required to meet this demand be borne by the corporations — not by American consumers. Under the Ratepayer Protection Pledge, America's largest tech companies have formally committed fund or build all energy infrastructure they are placing on the grid.

PRESIDENT TRUMP: Data centers and AI are dramatically increasing the demand for electricity. It's only fair that the cost of building the new infrastructure required to meet this demand be borne by the corporations — not by American consumers. Under the Ratepayer Protection Pledge, America's largest tech companies have formally committed fund or build all energy infrastructure they are placing on the grid.

Breaking911

108,554 views • 1 month ago

Very excited to announce today that Crusoe and Aalo Atomics have partnered to deploy the world’s first AI data center powered by a small modular nuclear reactor, which will be located in Idaho at Idaho National Lab - together we will pair an Aalo modular nuclear reactor with a Crusoe Spark modular data center to demonstrate a vision of safe, abundant, affordable, clean and reliable nuclear power for the growing needs of AI.

Very excited to announce today that Crusoe and Aalo Atomics have partnered to deploy the world’s first AI data center powered by a small modular nuclear reactor, which will be located in Idaho at Idaho National Lab - together we will pair an Aalo modular nuclear reactor with a Crusoe Spark modular data center to demonstrate a vision of safe, abundant, affordable, clean and reliable nuclear power for the growing needs of AI.

Cully Cavness

65,978 views • 1 month ago

🚨 WOW! President Trump just WALKED OUT of the White House to announce that he is replacing illegal alien CDL truck drivers with AMERICAN VETERANS Amazing idea 🇺🇸 They will be FAST-TRACKED to CDL licenses. "We are taking action to get illegal alien truck drivers off the American roadways. We're doing a very strong movement and we have had such support for this and replace them with proud American veterans!"

🚨 WOW! President Trump just WALKED OUT of the White House to announce that he is replacing illegal alien CDL truck drivers with AMERICAN VETERANS Amazing idea 🇺🇸 They will be FAST-TRACKED to CDL licenses. "We are taking action to get illegal alien truck drivers off the American roadways. We're doing a very strong movement and we have had such support for this and replace them with proud American veterans!"

Eric Daugherty

231,451 views • 1 month ago

That’s a wrap on the FIRST EVER Great American Farmers Market Dept. of Agriculture. This week showcased the spirit and hard work of our American farmers, ranchers and producers in FULL FORCE. 🇺🇸 We are entering an era of prosperity for American agriculture, and this is just the beginning!

That’s a wrap on the FIRST EVER Great American Farmers Market Dept. of Agriculture. This week showcased the spirit and hard work of our American farmers, ranchers and producers in FULL FORCE. 🇺🇸 We are entering an era of prosperity for American agriculture, and this is just the beginning!

Deputy Secretary Stephen Vaden

19,279 views • 1 year ago

At Searchlight, we believe in charting the future of public policy. That includes finding real answers to the significant policy questions of the data center buildout and our nation's aging grid. Danielle Deiseroth explains Jane Flegal's pitch for an American Grid Infrastructure Fund — which would ensure private gains from AI are channeled into public benefits and lower electricity costs for everyone.

At Searchlight, we believe in charting the future of public policy. That includes finding real answers to the significant policy questions of the data center buildout and our nation's aging grid. Danielle Deiseroth explains Jane Flegal's pitch for an American Grid Infrastructure Fund — which would ensure private gains from AI are channeled into public benefits and lower electricity costs for everyone.

Searchlight Institute

19,475 views • 5 months ago

.Matt Walsh NUKES Mehdi Hasan for saying that public Muslim calls to prayer are no different than church bells: "We are a Christian country. A Muslim call to prayer is not part of American culture. We are not a Muslim country."

.Matt Walsh NUKES Mehdi Hasan for saying that public Muslim calls to prayer are no different than church bells: "We are a Christian country. A Muslim call to prayer is not part of American culture. We are not a Muslim country."

Daily Wire

91,261 views • 10 months ago