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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...

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33,993 次观看 • 1 个月前 •via X (Twitter)

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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 & abundant American natural gas.
5:39

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 & abundant American natural gas.

Craig Fuller 🛩🚛🚂⚓️

20,258 次观看 • 3 个月前

In case you missed it 👀 FreightWaves Founder & CEO Craig Fuller (Craig Fuller 🛩🚛🚂⚓️) sat down with Malcolm Harris (malcolm “miggie” harris) on What The Truck?!? for a no-holds-barred talk about the state of freight, regulation, and safety.
1:39

In case you missed it 👀 FreightWaves Founder & CEO Craig Fuller (Craig Fuller 🛩🚛🚂⚓️) sat down with Malcolm Harris (malcolm “miggie” harris) on What The Truck?!? for a no-holds-barred talk about the state of freight, regulation, and safety.

FreightWaves

12,897 次观看 • 9 个月前

Byron “data center” Donald’s wants to put data centers into every country in the state of Florida and he is disgusted with the negative reaction from the citizens in the state of Florida.
1:47

Byron “data center” Donald’s wants to put data centers into every country in the state of Florida and he is disgusted with the negative reaction from the citizens in the state of Florida.

RyanMatta 🇺🇸 🦅

45,358 次观看 • 2 个月前

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….
3:57

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

105,680 次观看 • 1 个月前

This is the noise coming from the Hyperscale Data Center in Dowagiac, Michigan Residents who live near by say they can no longer open the windows in their homes because of the noise and are very worried about their property values The Data Center is planning to expand
1:28

This is the noise coming from the Hyperscale Data Center in Dowagiac, Michigan Residents who live near by say they can no longer open the windows in their homes because of the noise and are very worried about their property values The Data Center is planning to expand

Wall Street Apes

402,803 次观看 • 4 个月前

I know it's uncomfortable for political leaders to wade into the conversation that's happening in this country in the aftermath of the murder of the United Health CEO. But we need to listen to what people are feeling. And act.
2:11

I know it's uncomfortable for political leaders to wade into the conversation that's happening in this country in the aftermath of the murder of the United Health CEO. But we need to listen to what people are feeling. And act.

Chris Murphy 🟧

3,568,558 次观看 • 1 年前

With just a quick look into some basic physics and logistics of putting a data center in space, the idea becomes comical. First, you have to put massive amounts of hardware, cooling systems, and power into space. Then you have to completely reengineer the data center for space. Then you have to think about maintenance. Oh, and cooling these things down in a vacuum is no easy task. Full Video: #datacenter #space
2:22

With just a quick look into some basic physics and logistics of putting a data center in space, the idea becomes comical. First, you have to put massive amounts of hardware, cooling systems, and power into space. Then you have to completely reengineer the data center for space. Then you have to think about maintenance. Oh, and cooling these things down in a vacuum is no easy task. Full Video: #datacenter #space

Peter Zeihan

32,193 次观看 • 13 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 • 8 个月前

A symphony of space! 🎵 This sonification of the galaxy NGC 6872 translates data from Chandra Observatory and Hubble into music. Volume is mapped to brightness, and the pitch is related to the distance from the center; the farther away, the higher the pitch:
0:34

A symphony of space! 🎵 This sonification of the galaxy NGC 6872 translates data from Chandra Observatory and Hubble into music. Volume is mapped to brightness, and the pitch is related to the distance from the center; the farther away, the higher the pitch:

Hubble

115,174 次观看 • 1 年前

Senator Pete Ricketts says the GOP has no plans to break the filibuster to reopen the government - blasting Democrats for hypocrisy as the shutdown stalemate drags on. RICKETTS: "They have voted for this exact same bill already four times over the last eighteen months. This is the only bipartisan compromise that is out there. ... So they're completely being hypocrites about this whole thing. You know, with regards to the filibuster specifically, that's part of what makes the Senate. The Senate that it it's part of what protects the minority. We're in the majority right now, but we've been in the minority in the past, and that's really part of protecting the institution of the Senate." Sunday Briefing
2:20

Senator Pete Ricketts says the GOP has no plans to break the filibuster to reopen the government - blasting Democrats for hypocrisy as the shutdown stalemate drags on. RICKETTS: "They have voted for this exact same bill already four times over the last eighteen months. This is the only bipartisan compromise that is out there. ... So they're completely being hypocrites about this whole thing. You know, with regards to the filibuster specifically, that's part of what makes the Senate. The Senate that it it's part of what protects the minority. We're in the majority right now, but we've been in the minority in the past, and that's really part of protecting the institution of the Senate." Sunday Briefing

Jacqui Heinrich

61,653 次观看 • 9 个月前

In the next 2-3 years, the skills you need to build an ETL process will fundamentally differ from anything we've done in the last decade. The EXTRACT and LOAD steps of an ETL pipeline have been solved forever. They are boring, and I suspect they will continue to be boring. But the TRANSFORM step is where the money is at (and where innovation will continue happening!) An ETL pipeline that can use Large Language Models effectively to transform data is a whole new ballgame. I recorded a video to talk about this. And more importantly, I talk about how you can build ETL pipelines to transform UNSTRUCTURED data (the kind of data that's really hard to handle).
5:39

In the next 2-3 years, the skills you need to build an ETL process will fundamentally differ from anything we've done in the last decade. The EXTRACT and LOAD steps of an ETL pipeline have been solved forever. They are boring, and I suspect they will continue to be boring. But the TRANSFORM step is where the money is at (and where innovation will continue happening!) An ETL pipeline that can use Large Language Models effectively to transform data is a whole new ballgame. I recorded a video to talk about this. And more importantly, I talk about how you can build ETL pipelines to transform UNSTRUCTURED data (the kind of data that's really hard to handle).

Santiago

56,412 次观看 • 1 年前

Taylor Lorenz on the data center backlash: "I went on Eric Newcomer's podcast recently, because I'm in this community group in LA, and they found out that there's a data center in downtown LA. It's not a hyperscale. The comments are like, this is why I've been feeling off, or my dog has cancer." "That's not to say that there aren't serious environmental concerns with Colossus and some of these. Construction can disrupt the water table. Okay, but let's have an actual conversation about it." "Everybody has lost the plot. There's no nuance, and if you talk to a lot of these people, they can't even explain what a data center is." "A lot of the outrage about the data centers is coming from people that live in Brooklyn. You're feeding people slop and chum, and you're not moving these issues forward, and we're not talking about sustainable ways to build it." Taylor Lorenz Taylor Lorenz
2:01

Taylor Lorenz on the data center backlash: "I went on Eric Newcomer's podcast recently, because I'm in this community group in LA, and they found out that there's a data center in downtown LA. It's not a hyperscale. The comments are like, this is why I've been feeling off, or my dog has cancer." "That's not to say that there aren't serious environmental concerns with Colossus and some of these. Construction can disrupt the water table. Okay, but let's have an actual conversation about it." "Everybody has lost the plot. There's no nuance, and if you talk to a lot of these people, they can't even explain what a data center is." "A lot of the outrage about the data centers is coming from people that live in Brooklyn. You're feeding people slop and chum, and you're not moving these issues forward, and we're not talking about sustainable ways to build it." Taylor Lorenz Taylor Lorenz

MTS

535,081 次观看 • 13 天前

Since everyone is so interested in Seonho, I encourage you to watch this video. At the end of the day, he’s only human. Acting was something he accidentally stepped into, and it has been quite the center of his existence since.
8:56

Since everyone is so interested in Seonho, I encourage you to watch this video. At the end of the day, he’s only human. Acting was something he accidentally stepped into, and it has been quite the center of his existence since.

Kim T

52,790 次观看 • 6 个月前

This is the most straightforward explanation of the ICE raids and the Gestapo Force that ICE has become. The fact that it is correct should scare everyone. Miller has always been worried about who is coming into the country and is terrified of being the minority. #DemsUnited
1:22

This is the most straightforward explanation of the ICE raids and the Gestapo Force that ICE has become. The fact that it is correct should scare everyone. Miller has always been worried about who is coming into the country and is terrified of being the minority. #DemsUnited

Rod (Izzy) 🇺🇸🦅

36,907 次观看 • 1 年前

Attorney representing the proposed Data Center DC Blox says the data center is being built despite the public saying no The Nashville Zoo launched a petition that has gathered over 500k signatures against the data center, there was fierce resident outcry, even celebrities came out opposing the data center But the data center says they don’t care about any of that, they say the areas has been zoned and they are moving forward The zoo filed a zoning appeal to challenge the permits Amazing how you can have half a million residents outraged and saying no and then they publicly tell you it’s happening anyway
1:38

Attorney representing the proposed Data Center DC Blox says the data center is being built despite the public saying no The Nashville Zoo launched a petition that has gathered over 500k signatures against the data center, there was fierce resident outcry, even celebrities came out opposing the data center But the data center says they don’t care about any of that, they say the areas has been zoned and they are moving forward The zoo filed a zoning appeal to challenge the permits Amazing how you can have half a million residents outraged and saying no and then they publicly tell you it’s happening anyway

Wall Street Apes

104,954 次观看 • 1 个月前

"Data Center Alley" a section of Virginia with the densest concentration of data centers in the country, caused the power to flicker across the East Coast. On Wednesday, July 22nd the electricity flickered on and off for about 10 minutes throughout the Eastern U.S., from Chicago to Boston to Miami. The cause appears to be a concentration of data centers straining the grid. Video from: NBC4 Washington
3:37

"Data Center Alley" a section of Virginia with the densest concentration of data centers in the country, caused the power to flicker across the East Coast. On Wednesday, July 22nd the electricity flickered on and off for about 10 minutes throughout the Eastern U.S., from Chicago to Boston to Miami. The cause appears to be a concentration of data centers straining the grid. Video from: NBC4 Washington

More Perfect Union

983,290 次观看 • 9 天前

Rep. Subramanyam: "If you look at it, all the bad stuff that's happened in the Epstein saga, Todd Blanche has been at the center of it, right? You talk about moving Ghislaine Maxwell to a minimum security prison. You talk about the the not release of two and a half million files. Todd Blanche is in the center of all of this."
0:23

Rep. Subramanyam: "If you look at it, all the bad stuff that's happened in the Epstein saga, Todd Blanche has been at the center of it, right? You talk about moving Ghislaine Maxwell to a minimum security prison. You talk about the the not release of two and a half million files. Todd Blanche is in the center of all of this."

Home of the Brave

20,629 次观看 • 2 个月前

🇺🇸🇻🇪 PRESS SEC LEAVITT: MADURO IS NOT A PRESIDENT, JUST A NARCO-TERRORIST FUGITIVE HEAD "The president is prepared to use every element of American power to stop drugs from flooding into our country and to bring those responsible to justice. And as I've said from this podium before, the Maduro regime is not the legitimate government of Venezuela. It is a narco-terror cartel. Maduro is not a legitimate president. He is a fugitive head of this drug cartel. He has been indicted in the United States for trafficking drugs into our country, and it is the utmost responsibility of this president and this administration to prevent the illicit flow of drugs into our country and to protect citizens from those deadly poisons." Source: Aaron Rupar. Karoline Leavitt
1:10

🇺🇸🇻🇪 PRESS SEC LEAVITT: MADURO IS NOT A PRESIDENT, JUST A NARCO-TERRORIST FUGITIVE HEAD "The president is prepared to use every element of American power to stop drugs from flooding into our country and to bring those responsible to justice. And as I've said from this podium before, the Maduro regime is not the legitimate government of Venezuela. It is a narco-terror cartel. Maduro is not a legitimate president. He is a fugitive head of this drug cartel. He has been indicted in the United States for trafficking drugs into our country, and it is the utmost responsibility of this president and this administration to prevent the illicit flow of drugs into our country and to protect citizens from those deadly poisons." Source: Aaron Rupar. Karoline Leavitt

Mario Nawfal

141,008 次观看 • 11 个月前