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We uncovered something far bigger than I ever expected. After seeing coordinated false attacks against the Utah data center project, we brought in an advanced data science team to trace where the content was coming from and the results were shocking. What we found led back to organized networks,...

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Kevin O'Leary aka Mr. Wonderful

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2,696,065 次观看 • 1 个月前 •via X (Twitter)

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Why is there suddenly such an aggressive push against American data centers and AI infrastructure? After seeing a major spike in coordinated opposition campaigns around our Utah projects, we conducted a digital audit and traced a large amount of the activity back to an organization called Alliance for a Better Utah, which has been pushing misinformation throughout Box Elder County about our data center developments. What’s even more concerning is where the funding appears to originate. After reviewing IRS Form 990 filings and tracing the network behind it, the money appears tied to Chinese linked funding channels connected through an organization called Arabella. Think about the incentive, if China is racing to dominate AI and compute capacity, why wouldn’t they want to slow American infrastructure down?
2:15

Why is there suddenly such an aggressive push against American data centers and AI infrastructure? After seeing a major spike in coordinated opposition campaigns around our Utah projects, we conducted a digital audit and traced a large amount of the activity back to an organization called Alliance for a Better Utah, which has been pushing misinformation throughout Box Elder County about our data center developments. What’s even more concerning is where the funding appears to originate. After reviewing IRS Form 990 filings and tracing the network behind it, the money appears tied to Chinese linked funding channels connected through an organization called Arabella. Think about the incentive, if China is racing to dominate AI and compute capacity, why wouldn’t they want to slow American infrastructure down?

Kevin O'Leary aka Mr. Wonderful

1,308,072 次观看 • 1 个月前

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

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

Acyn

494,169 次观看 • 6 个月前

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale
0:47

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

Small Cap Snipa

116,034 次观看 • 5 个月前

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."
1:45

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."

DogeDesigner

47,804 次观看 • 11 天前

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.”
1:33

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 次观看 • 7 个月前

Are Data Centers Worth the Noise to Local Communities? "Multiple cities of people have filed lawsuits and complaints against these data centers because of the noise." "The first question I ask myself is, are we gonna need data centers in America? Yes, if we wanna compete in the modern world, in the modern economy, we are going to need them. They are good for society and good for the economy."
4:11

Are Data Centers Worth the Noise to Local Communities? "Multiple cities of people have filed lawsuits and complaints against these data centers because of the noise." "The first question I ask myself is, are we gonna need data centers in America? Yes, if we wanna compete in the modern world, in the modern economy, we are going to need them. They are good for society and good for the economy."

PBD Podcast

32,573 次观看 • 1 个月前

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

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

Wall Street Apes

59,079 次观看 • 1 个月前

ABC News investigated and found more than 3,000 data centers are already operating nationwide At least 1,000 more planned Residents near data centers are seeing much as 50%+ increases on their electric bills “ABC7 has also been covering public meetings over proposed data centers and there are questions about water use and the environment. The i-team in ABC News studied this private company's data center map and found that there are at least 4,302 data center projects across the U.S. Large and small. Of those, 3,038 are currently operational with another 1,203 either under construction or plan for construction. 61 have acquired land. In Illinois, there are 164 operating data centers with another 81 planned for construction. The largest state project plan is in Yorkville. It would be 2 gigawatts and according to the ABC7 data team would use the same energy that would power approximately 1.7 million homes more than every home in the city of Chicago.”
4:21

ABC News investigated and found more than 3,000 data centers are already operating nationwide At least 1,000 more planned Residents near data centers are seeing much as 50%+ increases on their electric bills “ABC7 has also been covering public meetings over proposed data centers and there are questions about water use and the environment. The i-team in ABC News studied this private company's data center map and found that there are at least 4,302 data center projects across the U.S. Large and small. Of those, 3,038 are currently operational with another 1,203 either under construction or plan for construction. 61 have acquired land. In Illinois, there are 164 operating data centers with another 81 planned for construction. The largest state project plan is in Yorkville. It would be 2 gigawatts and according to the ABC7 data team would use the same energy that would power approximately 1.7 million homes more than every home in the city of Chicago.”

Wall Street Apes

152,024 次观看 • 4 个月前

We are hiring for Harvey's Retrieval and Data team to expand Harvey to over 1,000 data sources in the 50+ countries we operate in. Our clients use Harvey to do research over legal, financial, tax, and regulatory data around the world. Thread on search + data at Harvey:
0:28

We are hiring for Harvey's Retrieval and Data team to expand Harvey to over 1,000 data sources in the 50+ countries we operate in. Our clients use Harvey to do research over legal, financial, tax, and regulatory data around the world. Thread on search + data at Harvey:

Gabe Pereyra

77,867 次观看 • 11 个月前

Everybody living in these communities deserves answers, and every concern should go through the proper legal and environmental process. That means permits for air, water, noise, temperature, and full disclosure before anything gets built. But after our Utah project was approved, a wave of misinformation started spreading claims that we’re draining the Great Salt Lake, stealing Utah’s power, or building something the size of Manhattan. None of it is true. We’re building our own power generation, following the law, and creating thousands of jobs and major tax revenue for Utah communities. So I started asking where all this coordinated opposition was coming from. That led us to organizations like Alliance for a Better Utah and funding networks connected through groups like Arabella. After reviewing IRS filings and conducting audits, I became convinced that foreign linked money, including interests connected to China, is helping fuel efforts to slow power generation and data center development in the United States.
7:17

Everybody living in these communities deserves answers, and every concern should go through the proper legal and environmental process. That means permits for air, water, noise, temperature, and full disclosure before anything gets built. But after our Utah project was approved, a wave of misinformation started spreading claims that we’re draining the Great Salt Lake, stealing Utah’s power, or building something the size of Manhattan. None of it is true. We’re building our own power generation, following the law, and creating thousands of jobs and major tax revenue for Utah communities. So I started asking where all this coordinated opposition was coming from. That led us to organizations like Alliance for a Better Utah and funding networks connected through groups like Arabella. After reviewing IRS filings and conducting audits, I became convinced that foreign linked money, including interests connected to China, is helping fuel efforts to slow power generation and data center development in the United States.

Kevin O'Leary aka Mr. Wonderful

26,963 次观看 • 1 个月前

Chris Camillo explains how Bloom Energy is solving AI data center energy usage problems… “ $BE is one of the only companies in the world that has a method to essentially bring almost an infinite amount of energy to these data centers." And we won't get into all the technology, but they are now working with hyperscalers and they are a resource for energy that will allow a data center to get ramped up quicker. "So, even though it costs a little bit more money today to put an energy cell from Bloom, an energy box from Bloom, which are energy cells, it essentially takes things like natural gas, but instead of burning the natural gas, there is a chemical process that turns that natural gas into energy for the data center."
1:27

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

The Iced Coffee Hour

274,893 次观看 • 1 个月前

“It’s Meant to Look Real” — Remote Viewer Just Exposed a Coordinated Cyber-War warfare Plan Remote Viewer Dick Allgire was tasked to look at the future of Shenzhen. What came back is alarming: "...Satellites trying to disrupt data flow. Data centers under cyber attack. Hostile cyber attacks. Denial of service. Trojan horse viruses." "...A satellite hit by a secret technology. Space war. People take to the streets. Economic loss. Paralleling other data." "...Events are controlled with a conscious consideration of what happens in each time zone. It has to be coordinated but NOT appear coordinated." "...Asia goes to bed, then Europe and America wake up and events unfold. Travel around the world. It's planned. It's choreographed. They want it to look organic."
2:30

“It’s Meant to Look Real” — Remote Viewer Just Exposed a Coordinated Cyber-War warfare Plan Remote Viewer Dick Allgire was tasked to look at the future of Shenzhen. What came back is alarming: "...Satellites trying to disrupt data flow. Data centers under cyber attack. Hostile cyber attacks. Denial of service. Trojan horse viruses." "...A satellite hit by a secret technology. Space war. People take to the streets. Economic loss. Paralleling other data." "...Events are controlled with a conscious consideration of what happens in each time zone. It has to be coordinated but NOT appear coordinated." "...Asia goes to bed, then Europe and America wake up and events unfold. Travel around the world. It's planned. It's choreographed. They want it to look organic."

Future Forecasting Group

20,278 次观看 • 1 个月前

WOW 🚨 Democrats in Wisconsin EXEMPTED Data Centers from taxes on sales, electricity and electrical equipment It was signed into law by Democrat Governor Tony Evers Data Centers don’t have to pay taxes on - Electricity itself (purchased for operation of the data center) - Server equipment, networking gear, cooling systems, cabling, and more - Conduit - Substations - Uninterruptible energy equipment (e.g., UPS) - Switches and switchboards - Batteries and backup generation equipment “Pretend that our energy bills are not being raised by data centers. We are paying their taxes though. So our bills are still being raised because of data centers.”
1:37

WOW 🚨 Democrats in Wisconsin EXEMPTED Data Centers from taxes on sales, electricity and electrical equipment It was signed into law by Democrat Governor Tony Evers Data Centers don’t have to pay taxes on - Electricity itself (purchased for operation of the data center) - Server equipment, networking gear, cooling systems, cabling, and more - Conduit - Substations - Uninterruptible energy equipment (e.g., UPS) - Switches and switchboards - Batteries and backup generation equipment “Pretend that our energy bills are not being raised by data centers. We are paying their taxes though. So our bills are still being raised because of data centers.”

Wall Street Apes

192,172 次观看 • 2 个月前

In this war the number one precision missile attacks were around data centers. So if you look at what was attempted by Iran, it was to knock out the data centers in various countries in addition to energy. So what do you need to fight tomorrow's war? Let's, let's say the Chinese wanna take over Singapore. That's pure AI. You're gonna use drones. We know that already. They're very effective, low cost. You're gonna take out data centers, chip manufacturing. When you start to think about investing, and that's what I'm thinking about, I hate warfare obviously, but what does this tell me? The country with the most capacity for data centers and AI, is going to win the wars in the future.
1:48

In this war the number one precision missile attacks were around data centers. So if you look at what was attempted by Iran, it was to knock out the data centers in various countries in addition to energy. So what do you need to fight tomorrow's war? Let's, let's say the Chinese wanna take over Singapore. That's pure AI. You're gonna use drones. We know that already. They're very effective, low cost. You're gonna take out data centers, chip manufacturing. When you start to think about investing, and that's what I'm thinking about, I hate warfare obviously, but what does this tell me? The country with the most capacity for data centers and AI, is going to win the wars in the future.

Kevin O'Leary aka Mr. Wonderful

26,616 次观看 • 2 个月前

We are pouring billions into AI data centers so machines can imitate thought. Then we let the rooms that shaped human judgment, memory, taste, and civilization rot. This is the kind of data center we should be funding.
1:03

We are pouring billions into AI data centers so machines can imitate thought. Then we let the rooms that shaped human judgment, memory, taste, and civilization rot. This is the kind of data center we should be funding.

Culture Explorer

35,140 次观看 • 22 天前

GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai
0:36

GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai

Mario Nawfal

459,601 次观看 • 7 个月前

.Kevin O'Leary aka Mr. Wonderful is right that China is trying to convince America to stop building AI data centers while building tons of its own. That's China's plan to win the AI race and control the next century. But that DOES NOT mean data centers should just drain public power. I'm dead set against any data center that has a SINGLE line feeding them power from the grid. But some are generating their own power and giving the excess TO the grid. Those are two very different scenarios. Thankfully, Kevin O'Leary has said his data center project in Utah will generate its own power. THIS IS A MUST. Just like railroads, factories, oil, and electricity powered previous generations, the future will run on AI computing, powered by massive amounts of energy. We need both to stop China from dominating the world. China knows this and is trying to turn data centers into a boogeyman. There’s evidence out now from the Bitcoin Policy Institute that foreign influence networks are actively feeding this anti-data center movement in the United States. They traced several overlapping campaigns, all aimed at slowing American AI infrastructure down, directly to China. Strong countries build infrastructure. Weak countries fear it. We can't fall for their trap. But we must also build strategically without sacrificing public resources.
11:49

.Kevin O'Leary aka Mr. Wonderful is right that China is trying to convince America to stop building AI data centers while building tons of its own. That's China's plan to win the AI race and control the next century. But that DOES NOT mean data centers should just drain public power. I'm dead set against any data center that has a SINGLE line feeding them power from the grid. But some are generating their own power and giving the excess TO the grid. Those are two very different scenarios. Thankfully, Kevin O'Leary has said his data center project in Utah will generate its own power. THIS IS A MUST. Just like railroads, factories, oil, and electricity powered previous generations, the future will run on AI computing, powered by massive amounts of energy. We need both to stop China from dominating the world. China knows this and is trying to turn data centers into a boogeyman. There’s evidence out now from the Bitcoin Policy Institute that foreign influence networks are actively feeding this anti-data center movement in the United States. They traced several overlapping campaigns, all aimed at slowing American AI infrastructure down, directly to China. Strong countries build infrastructure. Weak countries fear it. We can't fall for their trap. But we must also build strategically without sacrificing public resources.

Glenn Beck

187,943 次观看 • 1 个月前

Brad Paisley speaks out against AI data centers: “They’re trying to build a data center, a monstrosity next to the zoo where they’re not asking for permission and it’s also going to really affect something here in Nashville that’s one of the beloved parts of our town and it’s without the blessing of those who are gonna be affected by it. Nashville, we gotta fight this”
1:28

Brad Paisley speaks out against AI data centers: “They’re trying to build a data center, a monstrosity next to the zoo where they’re not asking for permission and it’s also going to really affect something here in Nashville that’s one of the beloved parts of our town and it’s without the blessing of those who are gonna be affected by it. Nashville, we gotta fight this”

Marco Foster

49,401 次观看 • 3 天前

Twelve years ago we asked the question: how can we put public data "on wheels"? Datawheel was born from vision that data alone doesn't get far. It needs vehicles to reach hearts and minds. Vehicles that make data easy to find, explore, and understand. Today, Datawheel turns twelve. In these twelve years, we have built dozens of solutions that are helping define the state of the art in public data distribution. Today we celebrate this journey. A journey with a great team and amazing clients. The journey to make public data all it can be. are some of the tools defining all that public data can be. Thank you!!!
1:00

Twelve years ago we asked the question: how can we put public data "on wheels"? Datawheel was born from vision that data alone doesn't get far. It needs vehicles to reach hearts and minds. Vehicles that make data easy to find, explore, and understand. Today, Datawheel turns twelve. In these twelve years, we have built dozens of solutions that are helping define the state of the art in public data distribution. Today we celebrate this journey. A journey with a great team and amazing clients. The journey to make public data all it can be. are some of the tools defining all that public data can be. Thank you!!!

César A. Hidalgo

12,925 次观看 • 1 年前

A view of #hurricanerafael2024 We fly through the eye wall and eye at 10,000 feet, find the center, and collect the data that assists with movement and intensity forecasts. The data we collect can improve a forecast by anywhere from 15-25 percent. #WeatherReady
0:28

A view of #hurricanerafael2024 We fly through the eye wall and eye at 10,000 feet, find the center, and collect the data that assists with movement and intensity forecasts. The data we collect can improve a forecast by anywhere from 15-25 percent. #WeatherReady

Hurricane Hunters

59,631 次观看 • 1 年前