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Charlie and Colin drop their 6 major predictions for 2026. From a silver supply shock and Bitcoin hash rate stagnation to the rise of prediction markets and AI data center delays. Find out why big banks are entering Bitcoin lending and why the internet is about to get fake. Charlie and Colin join us to talk about the major plot beats for 2026. They cover the looming silver supply deficit, why Bitcoin hash rate might see its slowest growth years, and the supply chain breaks threatening AI data centers. Plus, they discuss the "538 moment" for prediction markets, big banks launching Bitcoin lending, and the AI content takeover. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Silver up 140% over the past year. * Gold up roughly 65% over the year. * 580M oz silver deficit from 2010-2015. * Poly Market had $21.5B volume last year. * 2025 Hash rate increased by 32%. * AI Data centers need 1.5 tons of silver. Timestamps: 00:00 Start 02:44 Silver & Gold 09:53 Prediction Markets 17:45 Bitcoin Hashprice Falls 22:55 AI Bubble 27:01 Bitcoin Lending 33:01 AI Slop -
In this episode of Roofing Road Trips, Karen Edwards sits down with Shyam Prabhakar and Fred Castonguay from Reworked.ai to explore how roofing companies of all sizes, as well as distributors and manufacturers, can optimize their marketing efforts to save time, reduce waste, and generate higher-quality opportunities. They break down the most common failures in lead generation, why many organizations overspend without seeing results, and how maximizing every marketing dollar can transform performance across the entire roofing ecosystem. The conversation also highlights the continued importance of traditional channels like direct mail, the impact of Reworked.ai's collaboration with Eagleview, and the data intelligence powering their targeted homeowner and property lists. Whether you're a contractor, distributor, or manufacturer, listeners will walk away with practical insights and a deeper understanding of how Reworked.ai is bringing smarter, more efficient marketing to the roofing industry. Learn more at RoofersCoffeeShop.com! https://www.rooferscoffeeshop.com/ Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up Sign up for the Week in Roofing! https://www.rooferscoffeeshop.com/sign-up Follow Us! https://www.facebook.com/rooferscoffeeshop/ https://www.linkedin.com/company/rooferscoffeeshop-com https://x.com/RoofCoffeeShop https://www.instagram.com/rooferscoffeeshop/ https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw https://www.pinterest.com/rcscom/ https://www.tiktok.com/@rooferscoffeeshop https://www.rooferscoffeeshop.com/rss #Reworkedai #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry
Mentor Sessions Ep. 045: Bitcoin Privacy Erosion, Quantum Myths & AI Data Threats | Time Chain Calendar Creator TCWhat if the Biggest threat to your Bitcoin isn't AI or Quantum computers, but your own lack of knowledge? Time to level up. In this must-watch episode of BTC Sessions, anonymous Bitcoin trailblazer TC (@Meditation_Man), creator of the revolutionary Time Chain Calendar, exposes why privacy is Bitcoin's endangered lifeline—handing over your data to social media and governments isn't just careless, it's handing enemies an asymmetric edge that could wreck your stack. He debunks quantum FUD as overhyped mythology, reveals how AI devours your personal info into manipulative models, and drops actionable secrets like running your own node for true sovereignty, mastering UTXOs to slash fees and boost privacy, and why Nostr is the decentralized shield against censorship. From $5 wrench attacks to regulation by prosecution horrors like the Samurai case, TC warns normies: Bitcoin isn't just "number go up"—it's your stand for freedom in a world rigged to control you. If you're stacking sats the best thing you can do to level up your security is to keep learning! Dive in now for the tools to protect your Bitcoin forever.Key topics: Bitcoin privacy, quantum myths, AI data dangers, running nodes, UTXO management, Time Chain Calendar, Nostr privacy.Support Time Chain CalendarWebsite: https://timechaincalendar.comApp: Search "Time Chain Calendar" on App Store or Google PlayX: @Meditation_ManChapters:00:00 Teaser & Intro00:01:12 TC's Name Origin & Privacy Importance00:02:35 Privacy as Endangered Species00:04:46 Privacy vs Secrecy Debate00:05:47 Social Media Addiction & Data Risks00:07:28 Asymmetric Information Advantage00:08:43 Trust in Society & Tech Pitfalls00:10:44 Future AI Dangers00:12:47 $5 Wrench Attacks & Privacy Street Smarts00:14:19 Basic Privacy Tips for Bitcoiners00:16:30 Nostr as Privacy Tool00:19:51 Samurai Case & Regulation by Prosecution00:23:20 State Power & Black Pill Realities00:26:14 Why Run a Bitcoin Node00:32:23 Node Setup & Empowerment00:35:22 AI as Learning Tool00:39:15 Difficulty Adjustment Explained00:47:19 Time Chain Calendar Demo00:57:24 Hash Rate & Mining Power01:02:02 UTXO Model & Management01:12:51 Sparrow Wallet Tools01:14:13 UTXO Set Size Concerns01:18:15 Quantum Myths Busted01:25:17 Learning Resources & Conversations01:29:50 Events, Privacy Trade-offs & App Features01:37:41 Where to Find TC & ClosingPrevious Episode:Mentor Sessions Ep. 044: Bitcoin Freedom, Government Adoption Risks & IMF Criticism | My First Bitcoin Founder John Dennehy: https://youtu.be/miWc1mymTa0
It turns out that a bill that would have protected Californians from rising electric bills due to AI data centers won't be doing that for now at least. This after major changes were made before the bill was finally passed. For more on this KCBS Radio News Anchor spoke with KCBS insider Phil Matier
Democrats and some Republicans question how the information will be used. Neal Kurk fought for privacy rights for three decades as a Republican state lawmaker in New Hampshire. Now he is joining a fight in the famously libertarian haven to keep the federal government from obtaining a list of the state’s voters. “This is an attempt to exercise federal interference in what is really a state issue,” said Kurk, who is part of a bipartisan group trying to intervene in a lawsuit brought by the Justice Department to get that list. “In New Hampshire, we’re always trying to make sure that our voter lists are accurate.” The Trump administration wants to control how data centers connect to the power grid At a conference of state utility regulators in Seattle, a group of Trump administration officials got an earful of complaints about a plan the White House is pushing for the federal government to take control of part of the country’s power grid in the service of artificial intelligence. Their concerns stem from instructions Energy Secretary Chris Wright recently gave to the Federal Energy Regulatory Commission, which is known as FERC and oversees wholesale power in the U.S., to draft new rules that would give it oversight of how giant data centers connect to the power grid. The process is typically overseen by states. See omnystudio.com/listener for privacy information.
Web and Mobile App Development (Language Agnostic, and Based on Real-life experience!)
Unless you've been completely disconnected from the news cycle, it's impossible to ignore the explosion of conversation around data centers, energy demand, and AI infrastructure. These topics aren't abstract anymore—they're reshaping local communities, capital markets, and the future of technology itself. Living in Northern Virginia, particularly Loudoun County, makes this reality impossible to miss. This region is now the largest data center market in the United States by capacity, with more than 3,000 megawatts of installed power—roughly six times larger than the next biggest market, the Dallas–Fort Worth area. That concentration alone tells a powerful story about where the digital backbone of the modern economy is being built.
Democrats and some Republicans question how the information will be used. Neal Kurk fought for privacy rights for three decades as a Republican state lawmaker in New Hampshire. Now he is joining a fight in the famously libertarian haven to keep the federal government from obtaining a list of the state’s voters. “This is an attempt to exercise federal interference in what is really a state issue,” said Kurk, who is part of a bipartisan group trying to intervene in a lawsuit brought by the Justice Department to get that list. “In New Hampshire, we’re always trying to make sure that our voter lists are accurate.” The Trump administration wants to control how data centers connect to the power grid At a conference of state utility regulators in Seattle, a group of Trump administration officials got an earful of complaints about a plan the White House is pushing for the federal government to take control of part of the country’s power grid in the service of artificial intelligence. Their concerns stem from instructions Energy Secretary Chris Wright recently gave to the Federal Energy Regulatory Commission, which is known as FERC and oversees wholesale power in the U.S., to draft new rules that would give it oversight of how giant data centers connect to the power grid. The process is typically overseen by states. See omnystudio.com/listener for privacy information.
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The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking, optics, and silicon photonics.Logic chips (like CPUs and GPUs) are the "office" where work gets done, but the network is the "commute" that moves that data. Without advanced cabling, transceivers, and switches, AI clusters simply cannot function.Find out what companies are involved in this fast growing market and how to approach investing in them. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Investing in Chip Stocks 2026 01:43 - The "Roads" of AI: What is Data Center Networking? 02:46 - Copper vs. Fiber Optics: The Differences 03:59 - Market Size: Logic vs. Optoelectronics Sales 05:32 - The Cable Kings: Amphenol, Corning & CommScope 08:12 - Light Sources: Coherent, Lumentum & Broadcom 11:15 - Signal Integrity: Re-timers (Astera Labs, Credo) & DSPs 15:16 - Transceivers: Nvidia, Jabil & Intel 17:18 - Switching, Routing & The Full Stack (Broadcom, Marvell) 18:48 - Investment Strategy: Niche Players vs. Supply Chain ControllersIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Semiconductors #ChipStocks #AIInvesting #DataCenter #SiliconPhotonics #Nvidia #Broadcom #OpticalNetworking #TechStocks #Investing2026Nick and Kasey own shares of a Nvidia, Broadcom, Credo, Amphenol and a number of others mentioned in the video.
Podcast: Bites and Bytes PodcastEpisode: How AI, Data, and Digital Agronomy Will Reshape Our Food Systems with Serg MasisPub date: 2025-12-21Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode, Kristin King sits down with Serg Masis, a data scientist at Syngenta, to explore how AI, data, and digital agronomy are reshaping modern agriculture (Agronomy is the science of how crops are grown—soil, climate, plants, and farming practices working together).Serg brings an engineering mindset to AI, explaining it less like science fiction and more like a murder mystery, where multiple perspectives, incomplete information, and interpretation matter just as much as the data itself. Rather than treating AI as a black box, he breaks down how understanding why a system makes a decision is just as important as the decision itself.Together, they talk about decision-making in farming,unintended consequences in complex systems, and why changing one thing in agriculture often creates ripple effects elsewhere. If you're curious about how technology is quietly influencing what we grow, how we farm, and what ends up on our plates, this conversation will change the way you think about food and data.---------------Guest Contact InformationGuest Info — Serg MasisWebsite: https://www.serg.ai/#about-meBooks & Writing: https://www.serg.ai/writing/LinkedIn: https://www.linkedin.com/in/smasis/Employer (Syngenta): https://www.syngenta.com/---------------Episode Key Highlights00:11:00 — Why AI Is About Better Decision-Making, Not Replacing Humans00:13:19 — The Three Inputs of Agriculture: Environment, Genetics, and Decisions00:17:20 — Sustainability, Ecosystems, and Runaway Effects in Farming00:25:33 — AI as a Murder Mystery: Interpretation, Bias, and Perspective00:34:26 — Crop Collapse, Monocultures, and Why This Isn't Science Fiction---------------
Deutsche Welle's Shant Shahrigian reports on a $500 million AI factory planned for Armenia in one of the latest projects from chip-making titan NVIDIA. The post A multi-million dollar AI data center is slated for Armenia appeared first on The World from PRX.
Deutsche Welle's Shant Shahrigian reports on a $500 million AI factory planned for Armenia in one of the latest projects from chip-making titan NVIDIA. The post A multi-million dollar AI data center is slated for Armenia appeared first on The World from PRX.
As a country, we are spending more to get data centers up and running than we spent to build the entire interstate highway system. (Yes, that's inflation-adjusted.) With tech companies spending hundreds of billions of dollars on AI, data centers have kind of become the thing in the US economy. But along with that growth have come a lot of questions. Like where is all the electricity to run these data centers supposed to come from? And how much are residential customers' electric bills increasing as a result?On today's episode, we go to Ohio to trace one electric bill back to its source, to see what exactly is causing the big price increases people are seeing. We take a tour of a data center hot spot, and get to the bottom of how prices are set from inside the power company.Related episodes: - Asking for a friend … which jobs are safe from AI? - No AI data centers in my backyard! - What $10 billion in data centers actually gets you - Is AI overrated or underrated? - Green energy gridlockPre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.Today's show was hosted by Keith Romer and Jeff Guo. It was produced by Sam Yellowhorse Kesler. It was edited by Jess Jiang and fact checked by Sierra Juarez and Vito Emanuel. It was engineered by Cena Loffredo. Alex Goldmark is Planet Money's executive producer. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
It's Emmajority Report Thursday on the Majority Report On today's program: As members of the Trump administration revive Iraq War–era justifications for an invasion of Venezuela, Trump himself cuts through the spin and openly admits he wants the country's oil. Rep Nydia Velazquez (D-NY) gives an impassioned plea to Congress to stop "sleepwalking" into war with Venezuela. Miles Bryan, senior producer and reporter for Today, Explained, Vox's daily news podcast joins Emma for a conversation about the bipartisan uprising against AI data center construction across America. Khalid Medani, Associate Professor of Political Science and Islamic Studies and Director of the Institute of Islamic Studies at McGill University joins the show to explain the horrific situation in Sudan. In the Fun Half: Brandon Sutton and Matt Binder join Emma. Bernie Sanders calls for a moratorium on building new data centers due to environmental impact and surge pricing on utilities. Meanwhile China's approach to AI is more efficient, greener, and they are absolute molly whopping the U.S. Brett Weinstein returns Joe Rogan's podcast to share some interesting thoughts on modern day mating. Matt, Emma and Brandon dig into Candace Owens backing off her Charlie Kirk/TPUSA conspiracy theories. All that and more. The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Check out IceRRT.com to find an ICE rapid response team nearest to you. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: SHOPIFY: To get 6 bottles of wine for $39.99, head to NakedWines.com/MAJORITY and use code MAJORITY for both the code AND PASSWORD. ZBIOTICS: Go to zbiotics.com/MAJORITY to learn more and get 15% off your first order when you use MAJORITY at checkout. AURA FRAMES: Get 20% off your DeleteMe plan when you go to joindeleteme.com/MAJORITY and use promo code MAJORITY at checkout. SUNSET LAKE: Head on over to SunsetLakeCBD.com and use the code WINTER25 to save 35% on their full lineup of CBD Tinctures for people and pets. This sale ends December 21st at 11:59 ᴾᴹ eastern. Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com
Rick Fisher analyzes the emerging race to build AI data centers in low Earth orbit, noting advantages like natural cooling and zero real estate costs. While Elon Musk's Starlink positions the US well, Fisher warns that China has detailed plans to use space-based data centers to support expansion into the solar system. 1942
David Shedd details espionage cases, including an Apple engineer stealing "Project Titan" car schematics for a Chinese competitor. He also describes a Google employee who stole AI data while secretly working for a Chinese firm, highlighting how corporate greed and weak internal security enable intellectual property theft. 1914
Data centers are the server farms that power the internet. California has the third-most data centers of any state: over 320 sites, with more construction slated for next year. But energy experts are sounding alarms about their impacts on electric grids, water and climate; impacts that are worsening with the explosion of AI. We'll talk about what data center growth means for the environment — and for ratepayers — and how lawmakers and communities are responding. Guests: Molly Taft, senior climate reporter, WIRED; their recent piece is "You're Thinking About AI and Water All Wrong" Aaron Cantú, staff writer, Capital and Main; his latest piece on this is "The Insatiable Energy Demands of Data Centers Could Increase Fossil Fuel Emissions in California" Learn more about your ad choices. Visit megaphone.fm/adchoices
PREVIEW: Rick Fisher outlines Elon Musk's plan to launch AI data centers into low Earth orbit using heavy Starlink Version 3 satellites. This strategy aims to secure data off-planet and compete directly with China's own space-based infrastructure, moving the "AI data center race" beyond terrestrial locations like Northern Virginia.
PREVIEW: Bob Zimmerman details SpaceX's potential 2026 IPO, intended to fund an "insane" Starship flight rate and ambitious projects like Moon Base Alpha and Mars missions. The capital would also support deploying AI data centers in space, cementing SpaceX's role as the effective leader of the American space program.
Join Donna and Tom as they sit down with Jaime Butler, CEO for Control Solutions & Services at GE Vernova, to explore her dynamic career journey and the evolving landscape of power generation supply chains. Jaime shares insights on navigating GE's unprecedented transformation into three separate businesses, driving lean manufacturing practices, and managing inventory efficiencies at scale. She discusses the unique business cycles of power generation, the surge in demand from AI data centers, and strategies for successful M&A integration. Listeners will gain practical advice on supply chain design, legal entity readiness, and the leadership principles that have guided her path from plant manager during the shale boom to CEO. Takeaways: Navigating large-scale corporate transformations and M&A integration Implementing lean manufacturing and inventory optimization strategies Understanding power generation supply chains and AI's impact on energy demand Career development lessons from diverse supply chain roles Stay connected with CSCR on LinkedIn (Center for Supply Chain Research) and Instagram (@pennstatesupplychain), and be sure to follow us on Spotify, Apple Podcasts, or wherever you are tuning into Unpacked: Insights hosted by the Penn State Smeal Center for Supply Chain Research™. Thank you for joining us! Visit our website: https://www.smeal.psu.edu/cscr Guest Bio: Jaime joined Baker Hughes in 2001 based in Houston, TX and moved to GE Vernova in April 2023 with the Nexus Controls acquisition. She is currently the Controls Business Line Leader, based in Longmont, CO. Over the course of her 24 years, she has held roles in Region P&L leadership, manufacturing operations, commercial, key accounts, supply chain, finance, and product line technology. Jaime holds a Masters in Supply Chain Management and Bachelors in Business Marketing. In 2020, she received a Hart Energy award for 25 Most Influential Women in Energy and in 2021 she received recognition from Insight Magazine as the 10 Most Empowering Women in Business. Her experience has fostered a unique skill set across several functions and technologies in the energy industry, driving both horizontal and vertical connections with successful outcomes. Jaime enjoys supporting and developing women in the energy industry through mentoring and volunteering. In her free time, she enjoys spending time and playing sports with her family. She is happily married to her husband Matt, and they have two sons, Brennan 20 years old and Liam 16 years old.
Caterpillar isn't just moving dirt—they've been powering the grid for decades. But now, that "boring" energy business is becoming the main event.In this video, we break down how Caterpillar's long-standing Energy & Transportation segment has officially overtaken construction as the company's largest revenue driver. AI data center power needs have turned this legacy business into a critical infrastructure play, driving a $10 billion jump in backlog as data centers scramble for onsite power.We analyze why the market is finally repricing this "hidden" energy giant, compare their onsite generation strategy directly against GE Vernova, and run a reverse DCF valuation to see if the stock is still a buy at all-time highs.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - The Hidden Energy Giant: Why We Are Covering Caterpillar01:45 - The $10 Billion Signal: Analyzing the Backlog Jump 03:20 - The Power Crisis: Why Data Centers Need "Onsite" Power 05:10 - Revenue Shift: Energy & Transportation is Now the #1 Segment 07:45 - Caterpillar vs. GE Vernova: The Key Differences in Strategy 09:30 - Profitability: How CAT is Expanding Margins Despite Flat Revenue 11:10 - Valuation: Reverse DCF 13:00 - Final Verdict: Do We Prefer CAT or GE Vernova?If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Caterpillar #StockMarket #Energy #DataCenters #AIInvesting #GEVernova #ValueInvesting #CAT #GEV
Why are some valley cities rejecting AI data centers from being built?
Why is big data losing the PR battle?
In this episode of Who You Work With Matters, Aaron Levine sits down with Andrew Chermark, a telematics and data analytics expert who's reshaping the way businesses think about insurance, safety, and risk.From AI dash cams to real-time driver analytics, Andrew explains how data is transforming the future of insurance helping business owners reduce premiums, prevent accidents, and build a true culture of safety on the road.Whether you're an insurance professional, a small business owner, or just curious about the power of data and technology, this episode will change how you see risk and show you why who you work with really does matter.
In this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Uptime Institute research analyst Max Smolaks about the infrastructure forces reshaping AI data centers from power and racks to cooling, economics, and the question of whether the boom is sustainable. Smolaks unpacks a surprising on-ramp to today's AI buildout: former cryptocurrency mining operators that “discovered” underutilized pockets of power in nontraditional locations—and are now pivoting into AI campuses as GPU demand strains conventional markets. The conversation then turns to what OCP 2025 revealed about rack-scale AI: heavier, taller, more specialized racks; disaggregated “compute/power/network” rack groupings; and a white space that increasingly looks purpose-built for extreme density. From there, Vincent and Smolaks explore why liquid cooling is both inevitable and still resisted by many operators—along with the software, digital twins, CFD modeling, and new commissioning approaches emerging to manage the added complexity. On the power side, they discuss the industry's growing alignment around 800V DC distribution and what it signals about Nvidia's outsized influence on next-gen data center design. Finally, the conversation widens into load volatility and the economics of AI infrastructure: why “spiky” AI power profiles are driving changes in UPS systems and rack-level smoothing, and why long-term growth may hinge less on demand (which remains strong) than on whether AI profits broaden beyond a few major buyers—especially as GPU hardware depreciates far faster than the long-lived fiber built during past tech booms. A sharp, grounded look at the AI factory era—and the engineering and business realities behind the headlines.
Data centers sit at the crossroads of real estate, energy, and technology—and they're exploding in demand thanks to AI and our always-online lives. In this episode of The Alternative Investing Advantage, host Alex Perny talks with Mike Embry of Embry Companies about how investors and developers can capitalize on the data center boom in the Southeast.Mike explains how power, fiber, water, sewer, and politics all shape where data centers get built, what it costs to entitle land, and why a single site can generate 3x the profit of a residential project. They also dive into gray-water cooling, natural gas turbines, redundancy, zoning battles, and why having a “Plan B” (industrial, multifamily, or commercial) is critical on every deal.00:00 Introduction to Data Centers and Real Estate02:15 Mike Embry's Background in Real Estate03:37 The Evolution and Growth of Data Centers05:41 Key Components for Data Center Development07:22 Due Diligence in Land Acquisition11:39 Engaging with Power Companies14:12 Financial Considerations in Data Center Projects16:52 Exit Strategies and Flexibility in Real Estate21:23 Development and Engagement with End Users24:16 Standardization in Data Center Design26:25 The Importance of Fiber Infrastructure35:11 Navigating Political Hurdles in Data Center Development40:30 The Economic Benefits of Data Centers48:53 Connecting with Experts in Data Center DevelopmentSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.Learn more about our guest, Mike Embry:https://www.linkedin.com/in/mike-embry-2b009521/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.#DataCenters #RealEstateInvesting #DigitalInfrastructure #AlternativeInvesting #LandDevelopment #AIInfrastructure #CommercialRealEstate #PowerAndFiber #AdvantaIRA #MikeEmbry
In our penultimate episode of the year, annual podcast guest and friend Trent Guyer returns to talk about all our favorite topics: AI, e-commerce, and small teams doing big things. Being the Christmas season, of course gifts are exchanged and toasts are made—but the real present is having Trent in the studio with us to chat marketing.Among the gems dropped this episode:“Data makes you fast, your gut keeps you right.”69% of B2B businesses cite bad data as their biggest barrier to fully leveraging AI.89% of B2B customers plan to use AI tools to purchase products next year, compared to 34% of B2C customers.“Don't ever give a customer a reason to regret after the fact doing business with you.”And more!So grab some eggnog and your favorite blanket, and join us as we have another epic discussion with the VP of Marketing and Digital Strategy at Grasshopper Mowers, Trent Guyer.Next week: Sam and Roop wrap 2025, Spotify-style!—Trent, Sam, Roop, Claudia, and ChelseaTell us what you think!
Send us a textIn this episode of the Inside Data Centre Podcast, Andy Davis is joined by Tim Heidel, CEO and Co-Founder of VEIR. Tim shares how his background in electrical engineering, MIT, ARPA-E, and Breakthrough Energy led him to tackling the sector's toughest power delivery challenges. The conversation centres on the scale of the data centre power crisis, why infrastructure can't keep up, and how Veir's superconducting technology aims to change what's possible.Key Topics:• Why data centre power demand is set to more than double by 2030• How megawatt-scale racks are transforming power delivery inside facilities• The limits of copper and aluminium cables as densities and distances grow• What Veir's superconducting technology achieves at low and medium voltage• How their 3 MW live demo proves readiness for real-world deployment• Why speed, labour shortages and safety drive interest in new solutions• The growing need for flexible, future-proof data centre designTune in to hear Tim's outlook on power, grid expansion, and how the industry can rethink long-held assumptions to meet unprecedented demand.Support the showThe Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies. To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect
The AI boom is propelling a once-obscure group of state regulators into key decision-making roles for the economy. AI needs data centers, data centers need power and power is generally regulated in some way — depending on the state — by public utilities commissions.That's the topic of a new report from the Center on Technology Policy at NYU. Scott Brennen, CTP director and author of the report, said these commissions often make decisions on planning and permitting for new infrastructure and decide the rates utilities charge consumers.
The AI boom is propelling a once-obscure group of state regulators into key decision-making roles for the economy. AI needs data centers, data centers need power and power is generally regulated in some way — depending on the state — by public utilities commissions.That's the topic of a new report from the Center on Technology Policy at NYU. Scott Brennen, CTP director and author of the report, said these commissions often make decisions on planning and permitting for new infrastructure and decide the rates utilities charge consumers.
Every time you ask a question of your AI assistant, it gets sent to a data center, where the response is generated before getting sent back to you. These data centers are critical to the AI revolution. The biggest data-center campuses occupy dozens of acres, span millions of square feet, and cost billions of dollars.And they wouldn't exist without the work of lawyers. For insight into the complex transactions that bring these data centers into existence, I interviewed Steven Messina, a longtime partner at Skadden Arps and global head of the firm's banking group (soon to be renamed the finance group, reflecting the evolution of the sector beyond commercial banks).In our conversation, Steve and I discussed how these billion-dollar data centers get financed. But we covered a number of other topics as well, including the evolution of both the finance industry and Biglaw over the past three decades. If you're interested in technology, business, or law, this is an episode you won't want to miss.Show Notes:* Steven Messina bio, Skadden, Arps, Slate, Meagher & Flom LLP* Hyperscaler Data Centers: Financing Solutions for Large-Scale Projects, by Steven Messina, Aryan Moniri, David L. Nagler, and Jared S. DubPrefer reading to listening? For paid subscribers, a transcript of the entire episode appears below.Sponsored by:NexFirm helps Biglaw attorneys become founding partners. To learn more about how NexFirm can help you launch your firm, call 212-292-1000 or email careerdevelopment@nexfirm.com. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit davidlat.substack.com/subscribe
Dana In The Morning Highlights 12/10Legislators holding m eetings to assess how to handle AI Data Centers and their drain on power gridUH taking on LSU in the Kinder's Texas Bowl - Dec. 27th @ NRG Stadium ---> uhcougars.comPeople say getting a self-help book is the worst give you can receive
The increasing number of data centers used for AI has some in Silicon Valley wondering if their energy use will leave ratepayers footing the bill. For more, KCBS's Margie Shafer spoke with KCBS Insider Phil Matier.
The New York Times filed a copyright lawsuit against Perplexity, joining other publishers using legal action as leverage to force AI companies into licensing deals that compensate content creators. Also, Meta is partnering with CNN, Fox News, Fox Sports, Le Monde Group, the People Inc. portfolio of media brands, The Daily Caller, The Washington Examiner, and USA Today. Learn more about your ad choices. Visit podcastchoices.com/adchoices
- Geopolitical Developments and Book Updates (0:10) - Introduction to Terawatt Tantrums (2:26) - Challenges in Power Infrastructure (5:46) - Nuclear Power and Dependence on Russia (10:33) - Challenges in Building Nuclear Power Plants (15:02) - Alternative Energy Sources and Challenges (20:53) - China's Lead in AI and Power Infrastructure (23:45) - The Future of AI and Power in the U.S. (52:42) - Brighteon Book Engine Updates (52:59) - Censorship and the Role of AI (1:20:32) - Censorship and the Truth About Money (1:22:53) - Censorship in the Ukraine-Russia Conflict (1:30:35) - Censorship in Virology and Immunology (1:33:33) - Censorship in Evolution and Climate Change (1:41:12) - Censorship and Depopulation Agendas (1:46:55) - Introduction to "Terawatt Tantrums" (1:48:52) - China's Energy Advantage (1:52:41) - The Importance of Energy Independence (1:53:00) - Call to Action for Energy Independence (1:54:18) - Promotion of Health Ranger Products (1:58:01) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com
Republican state Sen. Kyle Walker won't seek reelection next year. Tech companies and governments could be doing more to reduce the environmental impact of AI data centers. Indiana is testing out a new approach to supporting newborn parents in the workplace; one that could eventually reach state offices across the region. Millions of dollars are heading to Marion County schools following a massive funding announcement from the Lilly Endowment. After months of community feedback and discussions, the Indianapolis Vision Zero Task Force presented and approved its 102-page action plan yesterday to reduce injuries and fatalities on city roads. A new exhibit at the Indianapolis Motor Speedway museum highlights the history of race broadcasting. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Zach Bundy, with support from News Director Sarah Neal-Estes.
AI Hustle: News on Open AI, ChatGPT, Midjourney, NVIDIA, Anthropic, Open Source LLMs
Join hosts Jayden Schafer and Jamie McCauley as they delve into the intriguing world of AI data collection. Discover how Google's AI model, Gemini, leverages vast amounts of personal data to enhance its capabilities, and explore the privacy concerns that arise from this data consolidation. From AI-generated IDs to personalized search results, this episode uncovers the benefits and risks of AI's growing influence on our personal information. Tune in to learn more about the balance between innovation and privacy in the digital age.Our Skool Community: https://www.skool.com/aihustleGet the top 40+ AI Models for $20 at AI Box: https://aibox.aiSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Electricity bills are on track to rise an average of 8 percent nationwide by 2030 according to a June analysis from Carnegie Mellon University and North Carolina State University. The culprits? Data centers and cryptocurrency mining. Bills could rise as much as 25 percent in places like Virginia. Science writer Dan Charles explains why electric utilities are adding the cost of data center buildings to their customers' bills while the data companies pay nothing upfront. Read the full June analysis here.To listen to more on the environmental impact of data centers, check out our two-part reported series:- Why the true water footprint of AI is so elusive- How tech companies could shrink AI's climate footprintInterested in how technology affects everyday life? Email us your question at shortwave@npr.org.Listen to every episode of Short Wave sponsor-free and support our work at NPR by signing up for Short Wave+ at plus.npr.org/shortwave.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Jeff Marraccini is back and he brought Daniel Ayala with him. Jeff is a former VP and CISO, and Daniel is one of the hosts of Great Security Debate podcast. Jeff shares his journey from IT infrastructure to a CISO role, discussing the challenges of securing software and the importance of continuous adaptation. The conversation then shifts into the evolving landscape of AI, the potential pitfalls of zero trust and data governance, and the implications of regulation on VPN usage. The episode wraps up with a look at the critical role of open source software in the IT industry, highlighting its benefits and the security risks it poses.
The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews: Zimmer Biomet's $172 Million SAP Failure, Q&A (Darian Chwialkowski, Third Stage Consulting) The Digital Transformation Playbook for 2026 $10 Million is Being Invested in Portugal's AI Data Hub We also cover a number of other relevant topics related to digital and business transformation throughout the show.
What does it take to build Europe's largest and most sustainable data-centre campus, from an empty plot of land to a 1.2-gigawatt giant of AI? How do you future-proof a facility when chip technology is evolving at breakneck speed? And what happens when the site of former coal-fired power plant becomes a global hub for AI?In this special, on-location episode of Cleaning Up, Michael Liebreich visits Sines, Portugal, where Start Campus is transforming the site of a decommissioned coal plant into a next-generation data-centre campus that once finished will be Europe's largest data centre. CEO Robert Dunn takes us inside the first operational building, currently 29MW but just 2.5% of what's to come, to explore the engineering, economics, and vision behind a €10 billion physical infrastructure build that will eventually house an additional €40 billion in incoming IT hardware.From earthquake-proof structures to seawater cooling and uninterruptible power supply systems, Rob breaks down what it means to design for 99.99999% uptime in an AI-driven world. Michael and Rob also dive into the reality and hype surrounding AI: the surge in GPU-hungry AI training, the race to build at gigawatt scale, the challenges of financing these mega-projects, and the balancing act between speed, cost, sustainability, and long-term viability.Set against the backdrop of Microsoft's freshly announced $10 billion investment in the Sines campus, this episode illuminates how the data-centre industry is reshaping global energy systems, local communities, and the future of compute.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Watch this episode on YouTube: https://youtu.be/juAyLAUmU3wThe Start Campus website: https://www.startcampus.pt/Microsoft makes one of its largest investments in Europe at Start Campus in Portugal: https://www.startcampus.pt/microsoft-makes-one-of-its-largest-investments-in-europe-at-start-campus-in-portugalMichael's Green Giant's Whitepaper: https://pioneerpoint.com/wp-content/uploads/2021/11/2021.11.17-Green-Giants-White-Paper-Final.pdfThe Year Energy Woke Up To AI | Audioblog 14: Generative AI, The Power and the Glory: https://www.youtube.com/watch?v=OwZ2iNh133A
Today is Wednesday, November 26. Here are the latest headlines from the Fargo, North Dakota area. InForum Minute is produced by Forum Communications and brought to you by reporters from The Forum of Fargo-Moorhead and WDAY TV. For more news from throughout the day, visit InForum.com.
In a rural pocket of northeastern Louisiana, Meta is building a $30 billion data center called Hyperion. But it's not being completely financed with Meta's own money. Today on the show, the opaque system of AI data center financing and why it's fueling fears of a bubble. Related episodes: OpenAI's deals are looking a little frothy No AI data centers in my backyard! What $10B in data centers actually gets you For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Synopsis: This episode is proudly sponsored by Quartzy. Biotech is undergoing a scientific redesign, and Jason Kelly reveals to host Alok Tayi how automation, AI-ready datasets, and modular lab technologies are reshaping the future of R&D. Jason explains why legacy biopharma data—messy, inconsistent, and lacking metadata—cannot power modern machine learning, and why the industry must generate entirely new, massively standardized experimental datasets to unlock AI's true potential. He walks through Ginkgo's evolution from platform partnerships to a next-generation CRO built for AI-driven discovery, offering industrialized functional genomics, mammalian engineering, CRISPR libraries, and high-throughput developability assays at unprecedented scale. Jason also describes how Ginkgo's reconfigurable automation systems—robotic building blocks that replace 18-month custom builds—are democratizing high-throughput experimentation and making advanced lab infrastructure as flexible as cloud computing. Together, Jason and Alok explore how the fusion of automation and AI can collapse R&D timelines, rewrite cost structures, and enable thousands of new biotech companies to test ideas faster than ever before. For scientists, engineers, and AI practitioners, this episode offers a compelling look at the new scientific architecture emerging at the intersection of robotics, data, and programmable biology. Biography: Dr. Jason Kelly is the co-founder and CEO of Ginkgo Bioworks. He took the company public and raised $1.6B in the largest US biotech public listing to date in 2021. Today the company is pioneering autonomous labs that accelerate bioengineering across biopharma, agriculture, and industrial biotech industries. Jason also previously served as the Chair of the US National Security Commission on Emerging Biotechnology which oversees how advancements in emerging biotechnology will shape current and future activities of the US Department of Defense. Prior to Ginkgo, Jason received B.S. degrees in Chemical Engineering and Biology and a PhD in Biological Engineering all from MIT.
Steve Gruber talks with Jay Young, fourth-generation oil and gas professional and CEO of King Operating Corporation, about the explosive rise of AI data centers and why they're causing energy costs to surge by 200% to 300%. Young explains what's driving the spike, how the grid is struggling to keep up, and why America must rethink its energy strategy before AI demand overwhelms the system.
Google DeepMind announces WeatherNext 2, Jeff Bezos signs on as co-CEO of Project Prometheus, Sky Sports shut down women-targeted TikTok channel Halo. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you canContinue reading "Google To Invest $40B Through 2027 For 3 Texas AI Data Centers – DTH"
Send Bidemi a Text Message!In this episode, host Bidemi Ologunde investigates how ordinary people around the world are unknowingly footing the electricity bill for Big Tech's booming AI data centers. From hidden charges in your utility bill to billion-dollar subsidies for companies like Google, Meta, Microsoft, OpenAI, and Amazon, this critical episode uncovers the financial and ethical costs of AI's explosive energy appetite—and why you're the one paying for it.Support the show
Join Nick Lamagna on The A Game Podcast with his guest Nick Legamaro, who has gone from Nick the NOTE Guy to Nick "The Data Guy!" He is the Chief Growth Officer at Data Aviator — the platform behind USA Lead Machine, which delivers real-time, high-intent leads to real estate investors, agents, wholesalers, and lenders. If you're tired of chasing cold leads, this episode will show you how data can help you close more deals with less effort, find motivated sellers and close more deals, FASTER! He is a long time real estate investor and creative finance master fighting out of Austin, Texas who has built himself up as THE authority in creative finance deals and was even the mind behind some of the biggest subject to and wrap communities you all follow today on social media. He was so high level that he even sold his company to a federally chartered bank! He has taken his details for dotting the Ts and crossing the I's and is showing people what they DON'T know could cost them legally and financially and these deals and contracts need to be structured the right way. He is a master in wraps doing over 1200 transactions and has become a miracle worker reviving dead leads and deals that appeal with no profit and finding ways to breathe back financial life into even the most hopeless looking deals He is a father to two amazing kids, a husband to one of my favorite people, he is an mma fan, pickleball star and he is a good friend. Please welcome Nicky Legs. aka Nick The Note Guy, Nick Legamaro back again to the A Game Podcast! Topics for this episode include: ✅ Why data is important for any type of business ✅ What defines a good lead in the real estate business ✅ How to increase your chance of finding a good real estate deal ✅ How real time data can give an advantage for your business ✅ How to use data to help you find great customers + More! See the show notes to connect with all things Nick Legamaro! Connect with Nick Legamaro: dataaviator.net Nickthenoteguy.com USA Note Pro on Facebook Nick The Note Guy on Youtube Nick Legamaro on Facebook Nick Legamaro on LinkedIn Nick Legamaro on twitter Nick Legamaro on Instagram USA Note Pro on Instagram USA Note Pro on Youtube --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers
Episode 4896: If You Dont Quit We Will Win; Debt Piles On Around AI Data Centers