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WOW: Congress almost gave AI data centers total immunity from local and state environmental lawsuits last year. But Thomas Massie and MTG blocked it. Massie: “Twice, I have seen and stopped special provisions from being inserted into US law to help data centers over all other types of businesses.”...

26,854 Aufrufe • vor 4 Monaten •via X (Twitter)

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Thomas Massie blocked a plan to give AI data centers immunity from local and state laws. Twice. And he blocked a plan to give pesticide companies immunity to mass poison Americans. “It’s cronyism.” “The first version of the Big Bill had a provision that would let data centers ignore state laws.” “And not just state laws, but local zoning laws.” “Marjorie Taylor Greene and I fought to get that taken out, and it was taken out, fortunately.” “That issue came up again recently in my Judiciary Committee.” “We were marking up eight bills one day in a work session, and I noticed that number six on the list was to exempt data centers from eight different environmental laws.” “They couldn’t be sued if they didn’t have the permits.” “Even though some of those environmental laws may be onerous, I don’t know why you would give an exemption to data centers, but not to the farmers or other industries.” “So I tweeted about it, in real time, blew the whistle, and they decided to take it off of the schedule that day.” “I have obstructed things like special privileges and immunities for data centers.” “And most recently in the Farm Bill, they had a provision that was gonna give special privileges and immunities … to Monsanto-Bayer, which makes glyphosate.” “They said, we’ll give every pesticide immunity from all state labeling laws.” “Myself and some other colleagues worked hard, we drafted amendments.” “We forced it to a vote on the floor of the House and took that special provision … removed from the Farm Bill.” “And I did vote for the Farm Bill because it has my signature piece of legislation in it, which is a bill to make it easier for farmers to use a local processor and sell their beef, pork, and lamb directly to consumers.” This is why the deep state is desperately trying to oust him from Congress right now. And it’s why he needs the people to rally behind him now more than ever. Thomas Massie Thomas Massie for Congress

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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.”

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