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พึ่งรู้เลยว่าเศรษฐาให้ทีมเลขา/BOI/DE บินไป Seattle ทันทีไปดีล Microsoft (Data Center) เพราะมีพรายกระซิบนางว่านี่เขาจะไปลงทุนที่มาเลนะนางบ่ยอมจะเอาด้วย และก็ให้ทีมไปดีล Google ด้วย นายกเซลล์แมนของจริง

นุกนิก ณ วงศ์สวัสดิ์

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434,318 views • 9 months ago •via X (Twitter)

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NEW: AWS reportedly pausing some data center leasing (Wells Fargo & TD Cowen) First Microsoft, now Amazon? "Untouchable" AI trade might not be so safe. Eyes on Google earnings this thurs

NEW: AWS reportedly pausing some data center leasing (Wells Fargo & TD Cowen) First Microsoft, now Amazon? "Untouchable" AI trade might not be so safe. Eyes on Google earnings this thurs

Deirdre Bosa

95,635 views • 1 year ago

Sabías que desde el 2015 el Data Center de Google consume 3.000 lts de agua por minuto, y con otros 4 Data Center en la zona tienen en situación crítica al Humedal más grande de la Región Metropolitana

Sabías que desde el 2015 el Data Center de Google consume 3.000 lts de agua por minuto, y con otros 4 Data Center en la zona tienen en situación crítica al Humedal más grande de la Región Metropolitana

🅿️🅰️🅿️🆄®️®️1️⃣🅿️🅾️🅿️

37,747 views • 2 years ago

Google confirmó al gobierno que construirá un Data Center en Uruguay, es el segundo en América del Sur. Va a ser un Data Center de un volumen importante. La inversión es de cientos de millones de dólares. Lo cuenta Leonardo Silvera.

Google confirmó al gobierno que construirá un Data Center en Uruguay, es el segundo en América del Sur. Va a ser un Data Center de un volumen importante. La inversión es de cientos de millones de dólares. Lo cuenta Leonardo Silvera.

Telemundo

171,732 views • 2 years ago

Iowa State Rep Adam Zabner says Google, Microsoft and META are getting large amounts of tax dollars to built data centers in Iowa He asked how much they were getting, they all refused to answer A law was passed allowing them to keep this information a secret Insane “Google, Microsoft, Meta, they're all building data centers in the state of Iowa. Today, representatives from each company testified before the Commerce Committee, and I asked them how much money they're receiving from local governments and state government in tax incentives. In other words, how many of your tax dollars are going towards these big data center projects? All three declined to answer the question. And under state law, they're not required to. Actually, it's a secret how much money is being given to these data center projects”

Iowa State Rep Adam Zabner says Google, Microsoft and META are getting large amounts of tax dollars to built data centers in Iowa He asked how much they were getting, they all refused to answer A law was passed allowing them to keep this information a secret Insane “Google, Microsoft, Meta, they're all building data centers in the state of Iowa. Today, representatives from each company testified before the Commerce Committee, and I asked them how much money they're receiving from local governments and state government in tax incentives. In other words, how many of your tax dollars are going towards these big data center projects? All three declined to answer the question. And under state law, they're not required to. Actually, it's a secret how much money is being given to these data center projects”

Wall Street Apes

47,418 views • 7 months ago

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

Wall Street Apes

62,494 views • 4 months ago

Au milieu de la France, dans l'Indre, Google va construire un giga data center de la taille de 300 terrains de foot. La France est le pays au monde qui, cette année, investit le plus sur les data centers, deux fois plus que les USA. Pour notre souveraineté numérique ? Au contraire, nous devenons une colonie numérique. Voici pourquoi nous sommes contre cette orientation.

Au milieu de la France, dans l'Indre, Google va construire un giga data center de la taille de 300 terrains de foot. La France est le pays au monde qui, cette année, investit le plus sur les data centers, deux fois plus que les USA. Pour notre souveraineté numérique ? Au contraire, nous devenons une colonie numérique. Voici pourquoi nous sommes contre cette orientation.

François Ruffin

144,084 views • 3 months ago

🚨 GOOGLE ENTRA AL JUEGO DE BITCOIN (Y nadie está prestando atención) Mientras Retail vende por miedo, Google acaba de respaldar un acuerdo de $7,000 Millones con el minero de Bitcoin $HUT. No es hype. Es supervivencia energética. 🧵👇 1️⃣ La Noticia:Hut 8 desarrollará infraestructura para la IA de Anthropic, pero Google pone la garantía financiera. Básicamente, Google paga la fiesta. 2️⃣ ¿Por qué Mineros? (La Tesis de Infraestructura):Construir un Data Center nuevo en USA toma 4-5 años por permisos eléctricos. La IA no puede esperar. Los mineros de #Bitcoin son los ÚNICOS con gigavatios listos para enchufar HOY.

🚨 GOOGLE ENTRA AL JUEGO DE BITCOIN (Y nadie está prestando atención) Mientras Retail vende por miedo, Google acaba de respaldar un acuerdo de $7,000 Millones con el minero de Bitcoin $HUT. No es hype. Es supervivencia energética. 🧵👇 1️⃣ La Noticia:Hut 8 desarrollará infraestructura para la IA de Anthropic, pero Google pone la garantía financiera. Básicamente, Google paga la fiesta. 2️⃣ ¿Por qué Mineros? (La Tesis de Infraestructura):Construir un Data Center nuevo en USA toma 4-5 años por permisos eléctricos. La IA no puede esperar. Los mineros de #Bitcoin son los ÚNICOS con gigavatios listos para enchufar HOY.

David Battaglia

32,602 views • 9 months ago

The demand for AI is skyrocketing—and America is running out of power. Enter Alberta, with its abundant natural gas and a visionary premier. I’m raising $70 billion to build the world’s most cost-efficient and high-performance AI data center. Hyperscalers like Tesla, Microsoft, and Google need it, and we’re making it a reality. This is how you lead the AI revolution. 🔗 Learn more at:

The demand for AI is skyrocketing—and America is running out of power. Enter Alberta, with its abundant natural gas and a visionary premier. I’m raising $70 billion to build the world’s most cost-efficient and high-performance AI data center. Hyperscalers like Tesla, Microsoft, and Google need it, and we’re making it a reality. This is how you lead the AI revolution. 🔗 Learn more at:

Kevin O'Leary aka Mr. Wonderful

59,422 views • 1 year ago

Entre l'IA et le climat, choisissez l'IA ? C'est le message du lobby des data centers. L'association « européenne » qui compte en ses rangs Microsoft, Google, Amazon. Les GAFAM américains. Ça ne s'invente pas. La France est numéro 1 mondial des investissements étrangers dans les data centers. Deux fois plus que les États-Unis. 7 fois plus que l'Espagne. On nous vend de la souveraineté numérique. Nous devenons une colonie numérique.

Entre l'IA et le climat, choisissez l'IA ? C'est le message du lobby des data centers. L'association « européenne » qui compte en ses rangs Microsoft, Google, Amazon. Les GAFAM américains. Ça ne s'invente pas. La France est numéro 1 mondial des investissements étrangers dans les data centers. Deux fois plus que les États-Unis. 7 fois plus que l'Espagne. On nous vend de la souveraineté numérique. Nous devenons une colonie numérique.

François Ruffin

29,091 views • 3 months ago

CNBC: How GE Vernova builds the massive gas turbines powering the AI data center boom > GE Vernova’s $GEV order book is full until 2029, with orders going as far out as 2031. > Hyperscalers like Amazon, Google, Microsoft and Oracle are lining up to buy the company’s gas turbines to help power AI data centers. > Executives from nearly every major hyperscaler have walked the floor of the factory, according to a person familiar with the visits, who asked not to be named because the details are not public. > The turbines are massive, at 31 feet tall and weighing 280 tons. One turbine can power roughly half a million homes. > Microsoft just bought seven of them to power its data center in Texas. At 2.7 gigawatts, it’s enough electricity to power about 3 million homes. > "About 20% of our gas power order book is going to a data center, artificial intelligence-type of application." - Koziner, Chief Commercial and Operations Officer of GE Vernova. > One turbine can cost more than $250 million, according to industry estimates. The price has soared, up 300% in the last 3 years, according to analysts at Melius.

CNBC: How GE Vernova builds the massive gas turbines powering the AI data center boom > GE Vernova’s $GEV order book is full until 2029, with orders going as far out as 2031. > Hyperscalers like Amazon, Google, Microsoft and Oracle are lining up to buy the company’s gas turbines to help power AI data centers. > Executives from nearly every major hyperscaler have walked the floor of the factory, according to a person familiar with the visits, who asked not to be named because the details are not public. > The turbines are massive, at 31 feet tall and weighing 280 tons. One turbine can power roughly half a million homes. > Microsoft just bought seven of them to power its data center in Texas. At 2.7 gigawatts, it’s enough electricity to power about 3 million homes. > "About 20% of our gas power order book is going to a data center, artificial intelligence-type of application." - Koziner, Chief Commercial and Operations Officer of GE Vernova. > One turbine can cost more than $250 million, according to industry estimates. The price has soared, up 300% in the last 3 years, according to analysts at Melius.

P Equity Research 📰

54,678 views • 3 months ago

We asked Neil Chatterjee (DAWN Founder & CEO) to explain DePIN's core value proposition. "DePin is taking the $2.3 trillion digital infrastructure market and making it powered by individual users instead of Amazon, Google, Microsoft." "It's having consumers build and power the internet." "The final point is trustless so that you don't have any of these big monopoly concerns." "My home internet bill from Verizon is $128 per month, that same volume at a data center only costs them 50 cents."

We asked Neil Chatterjee (DAWN Founder & CEO) to explain DePIN's core value proposition. "DePin is taking the $2.3 trillion digital infrastructure market and making it powered by individual users instead of Amazon, Google, Microsoft." "It's having consumers build and power the internet." "The final point is trustless so that you don't have any of these big monopoly concerns." "My home internet bill from Verizon is $128 per month, that same volume at a data center only costs them 50 cents."

The Rollup

34,585 views • 1 year ago

Sergey has a new habit. He talks to Gemini Live while driving, discussing things like data center power and cost. It’s classic Google dogfooding — obsessively testing your own product. It reminds me of Bill Gates removing his car radio so he could think about Microsoft nonstop. Every founder should have this level of obsession. Sergey also says the Gemini model he’s using in the car is way better than what’s available now. My guess is that Gemini 3 Flash is coming soon!

Sergey has a new habit. He talks to Gemini Live while driving, discussing things like data center power and cost. It’s classic Google dogfooding — obsessively testing your own product. It reminds me of Bill Gates removing his car radio so he could think about Microsoft nonstop. Every founder should have this level of obsession. Sergey also says the Gemini model he’s using in the car is way better than what’s available now. My guess is that Gemini 3 Flash is coming soon!

Yuchen Jin

652,835 views • 9 months ago

This young woman from Georgia, explains to us what’s happening right now in her community. Georgia Power is expanding power lines to support a massive new data center, and they’re using eminent domain to take homes and land from families — including her childhood home behind her. She explains that homeowners have no choice as the utility seizes property by force. This isn’t isolated to Georgia. The explosive growth of data centers is happening across at least 38 states, driven by the massive AI boom as tech giants like Microsoft, Amazon, Google, and Meta build out enormous computing infrastructure. In several states — including Georgia — utilities are using eminent domain to expand high-voltage power lines needed to feed these power-hungry facilities. Have you seen or heard about eminent domain being used for data centers or power lines in your area?

This young woman from Georgia, explains to us what’s happening right now in her community. Georgia Power is expanding power lines to support a massive new data center, and they’re using eminent domain to take homes and land from families — including her childhood home behind her. She explains that homeowners have no choice as the utility seizes property by force. This isn’t isolated to Georgia. The explosive growth of data centers is happening across at least 38 states, driven by the massive AI boom as tech giants like Microsoft, Amazon, Google, and Meta build out enormous computing infrastructure. In several states — including Georgia — utilities are using eminent domain to expand high-voltage power lines needed to feed these power-hungry facilities. Have you seen or heard about eminent domain being used for data centers or power lines in your area?

End3of6Days9 (Helen) 🇺🇸

20,079 views • 4 months ago

สาย Ai หลายคนมีอาการตื่นตระหนกตกใจ เมื่อเห็นคลิปของ CNBC ที่ออกมารายงานหุ้น AI พร้อมตั้งคำถามว่า "ดีมานด์ AI กำลังลดลง จน SpaceX, OpenAI และ Anthropic ต้องรีบ IPO งานเลี้ยงจบแล้วเหรอเนี่ย?" 😱 แต่ถ้ามองในระดับโครงสร้าง ภาพที่เกิดขึ้นซับซ้อนกว่านั้นมากค่ะ สิ่งที่กำลังเปลี่ยนไม่ใช่ "ความต้องการ AI" แต่คือ "เศรษฐศาสตร์ของ AI" โมเดลระดับ Frontier อย่าง GPT-5 และ Claude Opus ยังคงมีความสามารถสูง แต่ต้นทุนการใช้งานก็สูงเหมือนกันค่ะ ทำให้หลายองค์กรเริ่มใช้ระบบ Model Routing เลือกใช้โมเดลแพงเฉพาะงานที่ซับซ้อน และใช้โมเดลต้นทุนต่ำอย่าง DeepSeek V4 หรือ Gemini Flash กับงานทั่วไป ผลลัพธ์คือ AI กำลังเข้าสู่สงครามราคา (Price War) คล้ายกับที่เคยเกิดในตลาด Cloud Computing เมื่อประสิทธิภาพของโมเดลเริ่มใกล้เคียงกัน การแข่งขันจึงย้ายจาก "ใครฉลาดกว่า" ไปสู่ "ใครให้ประสิทธิภาพต่อราคาดีกว่า" แต่ในอีกด้านหนึ่ง การลงทุนไม่ได้ชะลอลงเลยค่ะ #Microsoft, #Google, #Meta และ #Amazon ยังคงทุ่มงบ CapEx รวมกันหลายแสนล้านดอลลาร์เพื่อสร้าง Data Center และโครงสร้างพื้นฐาน AI ขณะที่การใช้งาน AI ในภาคธุรกิจก็ยังเติบโตต่อ ทั้งด้าน Coding, AI Agent และ Inference ส่วนกระแสข่าว IPO ก็ไม่ควรถูกตีความว่าเป็นสัญญาณขาดสภาพคล่องเพียงอย่างเดียว หลังจากระดมทุนรอบ Private ได้มหาศาล บริษัทเหล่านี้ต้องการที่จะเปิดทางให้นักลงทุนและพนักงานสามารถเปลี่ยนหุ้นเป็นสภาพคล่อง และต้องการเงินทุนสาธารณะเพื่อรองรับต้นทุนการสร้าง Compute Infrastructure ที่เพิ่มขึ้นอย่างมหาศาล 💰 นี่เป็นวัฏจักรที่บริษัทเทคโนโลยีขนาดใหญ่หลายแห่งเคยเดินมาแล้ว สิ่งที่น่าสนใจคือ AI กำลังเดินออกจากยุคของ "Hype" และเข้าสู่ยุคของ "Efficiency" ค่ะ โมเดลราคาถูกอาจทำให้รายได้ต่อ Token ลดลง แต่ก็ขยายขนาดตลาด (TAM) ให้ AI เข้าถึงผู้ใช้และธุรกิจได้มากกว่าที่เคย ผู้ชนะอาจไม่ใช่บริษัทที่มีโมเดลฉลาดที่สุด แต่คือบริษัทที่สามารถเปลี่ยน AI ให้กลายเป็นธุรกิจที่สร้างผลตอบแทนจากเงินลงทุน (ROI) ได้จริงค่ะ สิ่งที่ควรจับตาหลังจากนี้ไม่ใช่แค่ราคาโมเดล แต่คือ • ROI ของลูกค้าองค์กร • การเติบโตของรายได้จากการใช้งานจริง • ทิศทาง CapEx ของ Hyperscalers • และความสามารถในการรักษา Margin ท่ามกลางสงครามราคา จะได้มองเห็นกันชัดว่าเป็นฟองสบู่หรือการสร้างโครงสร้างพื้นฐานกันแน่ค่ะ 🤔 #Ai #investing #techstocks

สาย Ai หลายคนมีอาการตื่นตระหนกตกใจ เมื่อเห็นคลิปของ CNBC ที่ออกมารายงานหุ้น AI พร้อมตั้งคำถามว่า "ดีมานด์ AI กำลังลดลง จน SpaceX, OpenAI และ Anthropic ต้องรีบ IPO งานเลี้ยงจบแล้วเหรอเนี่ย?" 😱 แต่ถ้ามองในระดับโครงสร้าง ภาพที่เกิดขึ้นซับซ้อนกว่านั้นมากค่ะ สิ่งที่กำลังเปลี่ยนไม่ใช่ "ความต้องการ AI" แต่คือ "เศรษฐศาสตร์ของ AI" โมเดลระดับ Frontier อย่าง GPT-5 และ Claude Opus ยังคงมีความสามารถสูง แต่ต้นทุนการใช้งานก็สูงเหมือนกันค่ะ ทำให้หลายองค์กรเริ่มใช้ระบบ Model Routing เลือกใช้โมเดลแพงเฉพาะงานที่ซับซ้อน และใช้โมเดลต้นทุนต่ำอย่าง DeepSeek V4 หรือ Gemini Flash กับงานทั่วไป ผลลัพธ์คือ AI กำลังเข้าสู่สงครามราคา (Price War) คล้ายกับที่เคยเกิดในตลาด Cloud Computing เมื่อประสิทธิภาพของโมเดลเริ่มใกล้เคียงกัน การแข่งขันจึงย้ายจาก "ใครฉลาดกว่า" ไปสู่ "ใครให้ประสิทธิภาพต่อราคาดีกว่า" แต่ในอีกด้านหนึ่ง การลงทุนไม่ได้ชะลอลงเลยค่ะ #Microsoft, #Google, #Meta และ #Amazon ยังคงทุ่มงบ CapEx รวมกันหลายแสนล้านดอลลาร์เพื่อสร้าง Data Center และโครงสร้างพื้นฐาน AI ขณะที่การใช้งาน AI ในภาคธุรกิจก็ยังเติบโตต่อ ทั้งด้าน Coding, AI Agent และ Inference ส่วนกระแสข่าว IPO ก็ไม่ควรถูกตีความว่าเป็นสัญญาณขาดสภาพคล่องเพียงอย่างเดียว หลังจากระดมทุนรอบ Private ได้มหาศาล บริษัทเหล่านี้ต้องการที่จะเปิดทางให้นักลงทุนและพนักงานสามารถเปลี่ยนหุ้นเป็นสภาพคล่อง และต้องการเงินทุนสาธารณะเพื่อรองรับต้นทุนการสร้าง Compute Infrastructure ที่เพิ่มขึ้นอย่างมหาศาล 💰 นี่เป็นวัฏจักรที่บริษัทเทคโนโลยีขนาดใหญ่หลายแห่งเคยเดินมาแล้ว สิ่งที่น่าสนใจคือ AI กำลังเดินออกจากยุคของ "Hype" และเข้าสู่ยุคของ "Efficiency" ค่ะ โมเดลราคาถูกอาจทำให้รายได้ต่อ Token ลดลง แต่ก็ขยายขนาดตลาด (TAM) ให้ AI เข้าถึงผู้ใช้และธุรกิจได้มากกว่าที่เคย ผู้ชนะอาจไม่ใช่บริษัทที่มีโมเดลฉลาดที่สุด แต่คือบริษัทที่สามารถเปลี่ยน AI ให้กลายเป็นธุรกิจที่สร้างผลตอบแทนจากเงินลงทุน (ROI) ได้จริงค่ะ สิ่งที่ควรจับตาหลังจากนี้ไม่ใช่แค่ราคาโมเดล แต่คือ • ROI ของลูกค้าองค์กร • การเติบโตของรายได้จากการใช้งานจริง • ทิศทาง CapEx ของ Hyperscalers • และความสามารถในการรักษา Margin ท่ามกลางสงครามราคา จะได้มองเห็นกันชัดว่าเป็นฟองสบู่หรือการสร้างโครงสร้างพื้นฐานกันแน่ค่ะ 🤔 #Ai #investing #techstocks

Alice in Cryptoland 🧭

37,520 views • 3 months ago

NVIDIA will cut your power bill if you let them bolt a $1,000,000 data center to your house. Or spend $2,999 and make $22,000. Option 1, they bolt 16 Blackwell chips to the outside of your house. You get free internet, battery backup, cheaper electricity. They get a million-dollar asset running 24/7 on your property, serving requests for Amazon, Microsoft, Google. Option 2, you buy a DGX Spark for $2,999. Size of a paperback. Sits on your desk. 128GB memory. Runs a 70B model locally. $10/month in electricity. No data leaves the room. Paid for itself in 6 weeks for someone spending $1,900/month on cloud GPU rentals. $22,000 back in year one. One option, you're the infrastructure. Other option, you own it. Same NVIDIA chips. Very different contracts.

NVIDIA will cut your power bill if you let them bolt a $1,000,000 data center to your house. Or spend $2,999 and make $22,000. Option 1, they bolt 16 Blackwell chips to the outside of your house. You get free internet, battery backup, cheaper electricity. They get a million-dollar asset running 24/7 on your property, serving requests for Amazon, Microsoft, Google. Option 2, you buy a DGX Spark for $2,999. Size of a paperback. Sits on your desk. 128GB memory. Runs a 70B model locally. $10/month in electricity. No data leaves the room. Paid for itself in 6 weeks for someone spending $1,900/month on cloud GPU rentals. $22,000 back in year one. One option, you're the infrastructure. Other option, you own it. Same NVIDIA chips. Very different contracts.

Superior

388,281 views • 4 months ago

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

Wall Street Apes

58,149 views • 4 months ago

BlackRock just spent $100 million training plumbers and electricians. The initiative is called Future Builders. The goal is to get 50,000 Americans through skilled trades programs over five years, electricians, HVAC techs, ironworkers, pipefitters. There is a real crisis behind it. America is trying to build the most ambitious AI infrastructure in history. Meta alone is spending up to $50 billion on a single data center campus in Louisiana. That construction requires an enormous amount of electrical work. There are not enough electricians to do it and the numbers are stark. About 200,000 electricians are expected to retire over the next decade. We need over 300,000 new ones just to build out the data centers Big Tech is racing to complete. The gap is not closing on its own. Microsoft and Google have both flagged the electrician shortage as a top constraint on U.S. data center expansion. For decades, the U.S. pushed every student toward a four-year degree. Trade enrollment fell, apprenticeship pipelines thinned out, the workforce aged and was never replaced. Now the bill is coming due at the worst possible time. BlackRock also invested over $3 billion in the bonds financing Meta's Hyperion data center, part of a $27 billion private debt deal, the largest ever structured for a single project. It is now funding both the AI buildout and the workers needed to finish it. AI is not automating the electrician. AI is the reason the electrician now has more leverage than ever. Every model, every data center, every autonomous system runs on physical infrastructure that only a credentialed tradesperson can legally build and energize. The technology that was supposed to replace blue-collar work turned out to need blue-collar work more than any other sector right now.

BlackRock just spent $100 million training plumbers and electricians. The initiative is called Future Builders. The goal is to get 50,000 Americans through skilled trades programs over five years, electricians, HVAC techs, ironworkers, pipefitters. There is a real crisis behind it. America is trying to build the most ambitious AI infrastructure in history. Meta alone is spending up to $50 billion on a single data center campus in Louisiana. That construction requires an enormous amount of electrical work. There are not enough electricians to do it and the numbers are stark. About 200,000 electricians are expected to retire over the next decade. We need over 300,000 new ones just to build out the data centers Big Tech is racing to complete. The gap is not closing on its own. Microsoft and Google have both flagged the electrician shortage as a top constraint on U.S. data center expansion. For decades, the U.S. pushed every student toward a four-year degree. Trade enrollment fell, apprenticeship pipelines thinned out, the workforce aged and was never replaced. Now the bill is coming due at the worst possible time. BlackRock also invested over $3 billion in the bonds financing Meta's Hyperion data center, part of a $27 billion private debt deal, the largest ever structured for a single project. It is now funding both the AI buildout and the workers needed to finish it. AI is not automating the electrician. AI is the reason the electrician now has more leverage than ever. Every model, every data center, every autonomous system runs on physical infrastructure that only a credentialed tradesperson can legally build and energize. The technology that was supposed to replace blue-collar work turned out to need blue-collar work more than any other sector right now.

StockMarket.News

278,150 views • 6 months ago

🚨 GOOGLE IS BUYING THE DIGITAL CORPSE OF A DEAD AIRLINE FOR $10 MILLION Spirit Airlines is bankrupt and gone. Now Alphabet is paying $10 million for every internal email, Microsoft Teams message, spreadsheet, calendar, and operations file the company ever created. They say the data will be de-identified... no names, no customers... just pure corporate records to train AI. A lot of people aren’t buying the official story. They say Google isn’t just collecting data. It’s acquiring the complete digital autopsy of a failed company: the private panic, the bad decisions, the exact moment everything collapsed. For $10 million they get a detailed blueprint of how an institution dies. The internet is calling it one of the quietest power grabs of the year. Are they training AI to be smarter… or training it to understand (and control) how companies and systems fail?

🚨 GOOGLE IS BUYING THE DIGITAL CORPSE OF A DEAD AIRLINE FOR $10 MILLION Spirit Airlines is bankrupt and gone. Now Alphabet is paying $10 million for every internal email, Microsoft Teams message, spreadsheet, calendar, and operations file the company ever created. They say the data will be de-identified... no names, no customers... just pure corporate records to train AI. A lot of people aren’t buying the official story. They say Google isn’t just collecting data. It’s acquiring the complete digital autopsy of a failed company: the private panic, the bad decisions, the exact moment everything collapsed. For $10 million they get a detailed blueprint of how an institution dies. The internet is calling it one of the quietest power grabs of the year. Are they training AI to be smarter… or training it to understand (and control) how companies and systems fail?

HustleBitch

28,493 views • 1 month ago

Bill Ackman has dumped $GOOG to buy $MSFT (Save this). "We sold Google not because we didn't think it was an amazing business but rather because the price got to a level where we felt the go-forward return was lower than what could be achieved by redeploying the capital into Microsoft." In the first quarter of 2026, Pershing Square cut its Alphabet stake by roughly 95% and used the proceeds to build a new position in Microsoft, now worth about $2.3 billion. Ackman was explicit that this was not a bearish call on Google. He still calls it an amazing business. This was pure capital reallocation math. Two things matter to him as investor: 1. The quality and durability of the business 2. The price you pay for it. When a great business gets priced past your return threshold, you sell it, even if you still love it and you move the capital somewhere the math works better. $MSFT is where that math currently works better. The stock fell from a 52 week high near $555 down to the $400 range, still sitting about 27% below its highs even after bouncing nearly 5% over the past month. That drawdown came even as Microsoft keeps expanding Azure, keeps backing OpenAI and keeps pouring capital into the same AI data center buildout every other hyperscaler is chasing. The business behind that drop has not broken. Microsoft still does about $282 billion in annual revenue with a 39% profit margin.

Bill Ackman has dumped $GOOG to buy $MSFT (Save this). "We sold Google not because we didn't think it was an amazing business but rather because the price got to a level where we felt the go-forward return was lower than what could be achieved by redeploying the capital into Microsoft." In the first quarter of 2026, Pershing Square cut its Alphabet stake by roughly 95% and used the proceeds to build a new position in Microsoft, now worth about $2.3 billion. Ackman was explicit that this was not a bearish call on Google. He still calls it an amazing business. This was pure capital reallocation math. Two things matter to him as investor: 1. The quality and durability of the business 2. The price you pay for it. When a great business gets priced past your return threshold, you sell it, even if you still love it and you move the capital somewhere the math works better. $MSFT is where that math currently works better. The stock fell from a 52 week high near $555 down to the $400 range, still sitting about 27% below its highs even after bouncing nearly 5% over the past month. That drawdown came even as Microsoft keeps expanding Azure, keeps backing OpenAI and keeps pouring capital into the same AI data center buildout every other hyperscaler is chasing. The business behind that drop has not broken. Microsoft still does about $282 billion in annual revenue with a 39% profit margin.

Milk Road Stocks

118,364 views • 2 months ago