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"Why aren't those data centers?" BAAI Executive Director Nathan Leamer on Birdsboro and Coatesville, PA factories sitting empty for decades, a few miles from his hometown.

Build American AI

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11,895 views • 27 days ago •via X (Twitter)

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Shapiro signaled a pivot from data center cheerleader to skeptic with his new executive order. As 2028 looms and polls show Dems souring on data centers, the shift could help him "put up some defense for the attacks that may come," notes our Will Steakin. 🎧Playbook Podcast:

Shapiro signaled a pivot from data center cheerleader to skeptic with his new executive order. As 2028 looms and polls show Dems souring on data centers, the shift could help him "put up some defense for the attacks that may come," notes our Will Steakin. 🎧Playbook Podcast:

POLITICO

20,039 views • 1 month ago

.Shelby Slawson pushes back on Bastrop Mayor Ishmael Harris’ explanation for why the City Council held a workshop in 100 miles away in Fredericksburg, with hot-button topics like Flock cameras and data centers. #txlege

.Shelby Slawson pushes back on Bastrop Mayor Ishmael Harris’ explanation for why the City Council held a workshop in 100 miles away in Fredericksburg, with hot-button topics like Flock cameras and data centers. #txlege

Renzo Downey

17,221 views • 29 days ago

Wondering why your utility bills are getting so expensive? AI could be a big reason why. AI data centers cost a ton to upkeep, and big tech companies are passing on those costs to local communities. I'm pressing for answers.

Wondering why your utility bills are getting so expensive? AI could be a big reason why. AI data centers cost a ton to upkeep, and big tech companies are passing on those costs to local communities. I'm pressing for answers.

Elizabeth Warren

118,127 views • 9 months ago

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

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

Derrick Evans

85,452 views • 3 months ago

I want what's best for Kentucky. That's why I signed an executive order protecting against harmful impacts from potential data centers. It also empowers local communities to make decisions that are best for them. Every investment needs to be a win for our families and our future.

I want what's best for Kentucky. That's why I signed an executive order protecting against harmful impacts from potential data centers. It also empowers local communities to make decisions that are best for them. Every investment needs to be a win for our families and our future.

Governor Andy Beshear

11,499 views • 1 month ago

For those who say I never answer whatever is their particular pet peeve on orbital data centers, this is a particularly dense interview covering a wide range of topics in a short time. Thanks for having me SpaceNews to talk about Starcloud and orbital data centers! 🤓

For those who say I never answer whatever is their particular pet peeve on orbital data centers, this is a particularly dense interview covering a wide range of topics in a short time. Thanks for having me SpaceNews to talk about Starcloud and orbital data centers! 🤓

Philip Johnston

11,907 views • 3 months ago

A run down on why it was important for Hedera to have gone open source with Hiero via LF Decentralized Trust from their Executive Director, Daniela.

A run down on why it was important for Hedera to have gone open source with Hiero via LF Decentralized Trust from their Executive Director, Daniela.

The HBAR Bull | ℏ/acc

13,660 views • 1 year ago

🚨 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

217,808 views • 24 days ago

The reindustrialization of America is underway and AI is a big driver. Crusoe operates 5 factories throughout CO, OK, and LA to manufacture electrical components for AI data center builds. We employ about 500 FTE in factories today, up from less than 100 a few years ago.

The reindustrialization of America is underway and AI is a big driver. Crusoe operates 5 factories throughout CO, OK, and LA to manufacture electrical components for AI data center builds. We employ about 500 FTE in factories today, up from less than 100 a few years ago.

Cully Cavness

57,682 views • 7 months ago

What if we stopped calling them data centers? Samo Burja: "Consider why do we talk about data centers, not supercomputers?" "A data center in my hometown that sounds like someone's gonna steal my data. I don't feel like I have any opportunities." "A supercomputing center in my hometown? Suddenly I might have opportunities. I might have a job. Galaxy-brain stuff is happening there." "These are not data centers anymore, these are actually distributed supercomputers." "If the median use case is not the laptop on my desk or the phone in my hand, the chips can be pretty big. You might actually see the macro chip. I think people are underrating that future and not really expecting it."

What if we stopped calling them data centers? Samo Burja: "Consider why do we talk about data centers, not supercomputers?" "A data center in my hometown that sounds like someone's gonna steal my data. I don't feel like I have any opportunities." "A supercomputing center in my hometown? Suddenly I might have opportunities. I might have a job. Galaxy-brain stuff is happening there." "These are not data centers anymore, these are actually distributed supercomputers." "If the median use case is not the laptop on my desk or the phone in my hand, the chips can be pretty big. You might actually see the macro chip. I think people are underrating that future and not really expecting it."

MTS

13,444 views • 3 months ago

Yesterday, I spoke out against data centers and AI layoffs at the Seattle City Council. Under mass pressure, the City Council passed a one-year moratorium on new hyperscale data centers. This is a victory for working people, but one year is far from enough. My independent socialist campaign for Congress is the only one in this election fighting for an end to hyperscale data centers, for democratic public ownership of all existing data centers, and for a public-sector living wage jobs guarantee, funded by taxing the rich, to counter the AI-related mass layoffs. #datacenter #socialist #independent #ai #freepalestine

Yesterday, I spoke out against data centers and AI layoffs at the Seattle City Council. Under mass pressure, the City Council passed a one-year moratorium on new hyperscale data centers. This is a victory for working people, but one year is far from enough. My independent socialist campaign for Congress is the only one in this election fighting for an end to hyperscale data centers, for democratic public ownership of all existing data centers, and for a public-sector living wage jobs guarantee, funded by taxing the rich, to counter the AI-related mass layoffs. #datacenter #socialist #independent #ai #freepalestine

Kshama Sawant

20,549 views • 3 months ago

Texas is the wild west for data centers because Greg Abbott gave those companies the richest tax breaks in the country. Abbott is the only person that can end this madness by calling a special session. Instead, he’s gaslighting his way to Election Day with empty promises.

Texas is the wild west for data centers because Greg Abbott gave those companies the richest tax breaks in the country. Abbott is the only person that can end this madness by calling a special session. Instead, he’s gaslighting his way to Election Day with empty promises.

Gina Hinojosa

24,963 views • 18 days ago

Speaking at the G20 Ministerial this week with Director Michael Kratsios, I made two points with respect to AI data centers. First, when done right, data centers lower electricity costs and bring significant economic benefits to local communities. Second, the choice remains with the communities themselves. In Executive Order 14365, President Trump established a national framework for AI but explicitly carved out data center infrastructure as a state and local decision. Despite some fake news to the contrary, the federal government is not preempting the states on this front. Under President Trump, this remains a matter for local communities to decide — and as the President noted this week, those that choose to embrace them will see lower taxes, new jobs, and historic growth.

Speaking at the G20 Ministerial this week with Director Michael Kratsios, I made two points with respect to AI data centers. First, when done right, data centers lower electricity costs and bring significant economic benefits to local communities. Second, the choice remains with the communities themselves. In Executive Order 14365, President Trump established a national framework for AI but explicitly carved out data center infrastructure as a state and local decision. Despite some fake news to the contrary, the federal government is not preempting the states on this front. Under President Trump, this remains a matter for local communities to decide — and as the President noted this week, those that choose to embrace them will see lower taxes, new jobs, and historic growth.

David Sacks

77,844 views • 21 days ago

.President Donald J. Trump on data centers: "If you pick the right location, what it means for a community is jobs and lots of money and lower taxes. The data centers now are mandated by me that they build their own electricity, so they're not taking it from the grid."

.President Donald J. Trump on data centers: "If you pick the right location, what it means for a community is jobs and lots of money and lower taxes. The data centers now are mandated by me that they build their own electricity, so they're not taking it from the grid."

Rapid Response 47

764,054 views • 1 month ago

NPP National Elections: I have intel that the NPP is trying to sack Kennedy Agyapong from the party. Those around Dr Bawumia are his real enemies. - Emmanuel Kotin, Executive Director, Africa Center for Security and Counterterrorism #TV3NewDay #TV3GH

NPP National Elections: I have intel that the NPP is trying to sack Kennedy Agyapong from the party. Those around Dr Bawumia are his real enemies. - Emmanuel Kotin, Executive Director, Africa Center for Security and Counterterrorism #TV3NewDay #TV3GH

#TV3GH

26,652 views • 1 month ago

Trump once promised a revival of coal and old-school American industry. Now Jonathan Swan says he’s gone all-in on AI and data centers as his new vision for a "golden age."

Trump once promised a revival of coal and old-school American industry. Now Jonathan Swan says he’s gone all-in on AI and data centers as his new vision for a "golden age."

The Bulwark

12,921 views • 8 days ago

Zeldin on why renewable energy is bad: "Those battery storage sites cost a whole lot of money, and they then catch on fire and these local municipalities, fire departments, they aren't prepared for those massive fires that end up resulting and those environmental impacts."

Zeldin on why renewable energy is bad: "Those battery storage sites cost a whole lot of money, and they then catch on fire and these local municipalities, fire departments, they aren't prepared for those massive fires that end up resulting and those environmental impacts."

Aaron Rupar

287,168 views • 1 year ago

🚨JPMORGAN’S STEVE TUSA JUST DROPPED HIS 2026 OUTLOOK, IT’S BULLISH FOR DATA CENTERS🔥 Steve Tusa from JPMorgan has released his 2026 market predictions, with data centers sitting at the center of his outlook. Within the industrials space, he describes data centers as the primary driver, arguing that much of the group’s performance ultimately ties back to the AI and data center buildout. While he acknowledges some recent concern around the sustainability and length of the cycle, his on-the-ground read differs from the narrative that has taken hold in parts of the market. Demand tied to data centers has continued to accelerate through recent months, and he is clear that being materially underexposed to AI data centers is a mistake. In his view, pullbacks should be approached as opportunities rather than warnings. He directly addresses the overbuild debate, which remains a key source of skepticism. According to Tusa, there is no pause in real-world data center construction activity. Order activity has improved in recent weeks and is running stronger than it was around the end of the third quarter. Feedback from hyperscalers suggests supply is still struggling to catch up with demand, reinforcing his belief that the industry remains early in a multi-year buildout rather than late in the cycle. His comment about not seeing any “dark GPUs” sitting idle captures how tight the market still is. From a portfolio perspective, Tusa continues to favor staying with the AI data center buildout trade into 2026. Several data center-exposed industrial names have pulled back, but he views those moves as valuation resets driven by sentiment rather than a deterioration in underlying demand. That reset has created a more attractive entry point than what investors were facing just a few months ago. His preferred setup is a barbell approach. On one side are growth-oriented names with direct exposure to AI infrastructure demand. On the other are idiosyncratic margin expansion stories with some data center leverage, such as Johnson Controls, where he sees earnings growing in the mid-teens to around twenty percent over the next few years at reasonable valuations. Beyond that, he also points to select industrial names with cheaper economic leverage, but the primary focus remains on data center-driven growth and margin expansion. The broader takeaway is that despite skepticism and overbuild chatter, real-world demand, orders, and construction tied to data centers continue to strengthen. From JPMorgan’s perspective, this cycle still has meaningful runway left and is unlikely to be nearing its end anytime soon. $NBIS $IREN $NVDA $ORCL $AMD $GOOGL

🚨JPMORGAN’S STEVE TUSA JUST DROPPED HIS 2026 OUTLOOK, IT’S BULLISH FOR DATA CENTERS🔥 Steve Tusa from JPMorgan has released his 2026 market predictions, with data centers sitting at the center of his outlook. Within the industrials space, he describes data centers as the primary driver, arguing that much of the group’s performance ultimately ties back to the AI and data center buildout. While he acknowledges some recent concern around the sustainability and length of the cycle, his on-the-ground read differs from the narrative that has taken hold in parts of the market. Demand tied to data centers has continued to accelerate through recent months, and he is clear that being materially underexposed to AI data centers is a mistake. In his view, pullbacks should be approached as opportunities rather than warnings. He directly addresses the overbuild debate, which remains a key source of skepticism. According to Tusa, there is no pause in real-world data center construction activity. Order activity has improved in recent weeks and is running stronger than it was around the end of the third quarter. Feedback from hyperscalers suggests supply is still struggling to catch up with demand, reinforcing his belief that the industry remains early in a multi-year buildout rather than late in the cycle. His comment about not seeing any “dark GPUs” sitting idle captures how tight the market still is. From a portfolio perspective, Tusa continues to favor staying with the AI data center buildout trade into 2026. Several data center-exposed industrial names have pulled back, but he views those moves as valuation resets driven by sentiment rather than a deterioration in underlying demand. That reset has created a more attractive entry point than what investors were facing just a few months ago. His preferred setup is a barbell approach. On one side are growth-oriented names with direct exposure to AI infrastructure demand. On the other are idiosyncratic margin expansion stories with some data center leverage, such as Johnson Controls, where he sees earnings growing in the mid-teens to around twenty percent over the next few years at reasonable valuations. Beyond that, he also points to select industrial names with cheaper economic leverage, but the primary focus remains on data center-driven growth and margin expansion. The broader takeaway is that despite skepticism and overbuild chatter, real-world demand, orders, and construction tied to data centers continue to strengthen. From JPMorgan’s perspective, this cycle still has meaningful runway left and is unlikely to be nearing its end anytime soon. $NBIS $IREN $NVDA $ORCL $AMD $GOOGL

Jordan

56,476 views • 9 months ago