Podcasts about data centers

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Carson Group's Ryan Detrick joins to explain why sentiment is shifting bullish. Neil Dutta of Renaissance Macro weighs in on inflation and Fed speculation. CFRA's Alexander Yokum breaks down regional bank earnings, and CoreWeave CEO Michael Intrator joins from the Pennsylvania Energy Summit. Plus, our Diana Olick explores data centers in space.

For Amazon Web Services (AWS), Amazon's cloud computing business, everything is on the table as far as adoption of clean energy sources and use of energy storage solutions to meet its ambitious goal of becoming net-zero carbon by 2040. Michael Torrance, Chief Sustainability Officer at BMO, hosts this episode of Sustainability Leaders with his guest Chris Walker, Director of Sustainability, AWS. They discuss AWS' efforts at energy efficiency, nuclear power procurement, and the company's goal to be water positive by 2030.

Alphabet (GOOGL) announced plans to spend up to $25B to expand its data center presence in America. Ben Watson drops by to look at the technical chart perspective on the Mag 7 stock. In the past 5 days, he looks at a range between $177-$182. On a longer-term chart, he sees a sideways trend over the last year. Ben says to watch tests of the $182 level, but also cautions of some bearish divergence in the RSI momentum study.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Citigroup (C) saw its 2Q profit jump 25% thanks to a strong reversal of momentum toward trading and investments through the big bank. CoreWeave (CRWV) soared after announcing a $6 billion investment into a new Pennsylvanian data center. The Trade Desk (TTD) also rallied more than 10% with prospects of joining the SPX on Friday. Diane King Hall takes investors through the biggest movers this morning.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Meta Platforms (META) is looking to build numerous multi-gigawatt data centers that CEO Mark Zuckerberg says make up a "significant part of the footprint of Manhattan." Marley Kayden says that may not be the only piece of news moving the stock. She points to a report from the New York Times saying Meta is considering abandoning its open-source A.I. model, Behemoth. Tim Biggam offers an example options trade for Meta.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dean Stanberry, past chair of IFMA's Global Board of Directors, hosts a discussion with Jim Uhalt, Chief Revenue Officer for Quality Uptime Services, and Kyle Butler, President of RavenVolt, about data centers, uptime, and future-proofing strategies. They explore the importance of maintaining infrastructure, handling aging equipment, and proactive versus reactive maintenance models. They highlight the increasing importance of resilience, climate risk, and cybersecurity in data centers. Additionally, they discuss modernizing energy infrastructure using renewable resources, addressing the challenges of staffing qualified personnel, and the role of AI and automation in optimizing maintenance and meeting ESG goals. Sponsor:This episode is sponsored by ODP Business Solutions! Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org

Meta's new data centers could gobble up millions of gallons of water per day, but not to worry because Meta says it's cracking down on Facebook creators who steal content, and Claude AI now integrates with Canva. It's Tuesday, July 15th and here's a quick look at tech in the news this morning from Engadget. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Laurent had the pleasure and privilege of sitting down with Markus Rauroma, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June.  Fortum, the Finnish energy company also active in Sweden and Poland, finds itself right on the front line when it comes to tensions with Russia—not exactly your average utility boardroom drama.   The conversation kicks off with Markus's recent election as President of Eurelectric, taking over from none other than Leo “the Great” Birnbaum, CEO of E.ON.We talk about the challenges Markus has faced so far, including how Fortum managed to steer through the stormy waters of the Ukraine war, and what's ahead for the industry. Spoiler: it's not all doom and gloom—there's strategy, resilience, and some surprisingly good teamwork. Markus rolls out Eurelectric's Manifesto centred on customers, security of supply and digitisation (AI).  Markus introduces his vice-presidential duo: Georgios Stassis (CEO of PPC) and Catherine MacGregor (CEO of Engie). According to him, it's a well-balanced trio—think energy world's version of the Avengers, but with spreadsheets and grid stability. He also gives kudos to Kristian Ruby, Secretary General of Eurelectric, and the Brussels team for their stellar behind-the-scenes work.The chat then shifts to the Baltics, one of the rare places in Europe where electricity demand is actually growing. Fortum's been ahead of the game there too: Markus reveals they now have over 1.3 GW of capacity lined up and ready to power new datacenters—because TikTok videos don't host themselves.  Of course, we couldn't ignore the constant cyber-attacks and sabotage attempts coming from Russia. Markus shares how Fortum has learned to deal with them—let's just say they don't flinch easily anymore.  And finally, a public mea culpa: Laurent repeatedly referred to Finland as part of Scandinavia. A common slip-up. For the record: Finland is next to Scandinavia, but it's not in it. The Finns are Nordic, not Scandinavian—but much like their neighbours to the west, they handled the mix-up with trademark cool. No sauna ban issued.  We thank Kristian Ruby and all the Eurelectric team for organising this recording and putting together such a great summit.

Doris Li Yeh, founder and CEO of Mirapath, Inc., discusses how she became an "accidental entrepreneur," what her company offers, who her customers are, why addressing cultural differences matters for achieving sustainable global growth, and why joining a mentor group has been one of the best business decisions she has made in her life.

In this episode, host Kirk Offel sits down with Andy Davis for an insightful and candid conversation straight from the heart of the DCAC event in Ireland. Together, they pull back the curtain on the rapidly changing world of data centers—a sector Kirk compares to the new backbone of civilization, shaping everything from the way we stream our favorite shows to the meteoric rise of AI.For more about us: https://linktr.ee/overwatchmissioncritical

The stock is up 500% since its June 5th IPO. The CEO of stablecoin issuer Circle breaks down the next catalysts for the industry as the house gets ready to vote on the ‘GENIUS Act” this week. Then Google spending $2.5B at the direct expense of OpenAI. A look at the company's latest deal to acquire top AI talent. Plus Meta announcing plans for several multi-gigawatt data centers, first planning to come online by 2026.

In this episode of Hashtag Trending, host Jim Love discusses Intel's dramatic fall from the top 10 semiconductor companies as revealed by CEO Lip-Bu Tan. He also delves into the growing conflicts between data centers and local communities, highlighting environmental and health issues. OpenAI's failed $3 billion acquisition of Windsurf and the intriguing 'reverse acquisition' by Google is another key topic, shedding light on the rising tension in the AI industry. Finally, Love covers the astonishing performance of an AI in solving advanced mathematical problems, as reported by Scientific American, and provides an update on Rogers' Starlink satellite service test in Canada. 00:00 Introduction and Headlines 00:27 Intel's Struggles and Future Plans 02:58 Data Centers: The Hidden Costs 06:27 OpenAI's Acquisition Drama 09:13 AI Outsmarts Top Mathematicians 11:34 Rogers Starlink Satellite Service 12:39 Conclusion and Personal Note

Con una renovación en su estructura ejecutiva, Cirion Technologies anunció la designación de Santiago Londoño como CEO de la Unidad de Conectividad y a Nelson Fonseca como CEO de la Unidad de Centros de Datos, con el fin de potenciar el desarrollo y la especialización de sus principales líneas de negocio en América Latina.

CT may make great Pizza but the folks who are part of CT Tool and Machining Assoc are the real makers in CT, IoT Belkin is turning off the Cloud Mgmt of that “Smart Tech”, AI and Datacenters causing 20% increase in utility bills for 65Million customers!?!? VA is requiring Age Verification to limit kids under 16 to 1hr per day of Social Media platform, What tablet should I purchase? How do I share data using onedrive…sync-pending, Mc-Disaster in the hiring bot leaks 65million Records because thy used a password of 123456!!, How did PatrolDOG become a thing?

Interview with Andre Liebenberg, Executive Director & CEO of Yellow Cake PLCOur previous interview: https://www.cruxinvestor.com/posts/slow-supply-fast-demand-uraniums-new-investment-reality-7136Recording date: 7th July 2025Yellow Cake presents a compelling pure-play uranium investment opportunity positioned to capitalize on structural supply-demand imbalances in the global uranium market. The London-listed company holds approximately 22 million pounds of physical uranium stored primarily in Canada and France, providing direct exposure to uranium price appreciation without operational mining risks.The investment thesis centers on a fundamental supply deficit that is expected to persist for 3-5 years. Current global uranium production delivers approximately 165 million pounds annually against demand of 180 million pounds and rising, creating an immediate gap of 15 million pounds that is projected to widen as nuclear capacity expansion accelerates globally. China alone is constructing 26-28 reactors simultaneously, while technology companies increasingly turn to nuclear power for reliable, clean electricity to power data centers and artificial intelligence operations.Technology sector involvement represents a transformative catalyst for uranium demand. Amazon's $20 billion commitment to data center complexes alone represents half the market capitalization of the entire uranium sector, highlighting the scale of capital these companies are willing to deploy for energy security. As CEO Andre Liebenberg notes, "If a tech company had to put 20 billion dollars into the mining space, you could build a pretty big project for that." This suggests technology companies possess sufficient resources to directly address supply constraints through upstream investments if fuel security becomes a constraint to their operations.Supply-side constraints appear particularly acute given the limited number of producing jurisdictions. Five countries produce 90% of global uranium, with Kazakhstan accounting for approximately half of world production. Much of this flows to China and Russia, creating a "bifurcated market" where Western utilities face increasing competition for uranium supplies. As Liebenberg explains, "Kazakhstan, half their material goes to China. If you include Russia, it's probably closer to 2/3. Namibia, the two operating mines in Namibia are both owned by the Chinese that goes to China."Critical inventory depletion adds urgency to the supply situation. US utilities now hold approximately two years or less of uranium reserves against an 18-24 month fuel cycle, representing what Liebenberg characterizes as "the low point of their infantry." This follows nearly a decade of utilities contracting below consumption levels, a practice that cannot continue indefinitely. The eventual resumption of utility contracting represents a key catalyst for uranium price appreciation.Yellow Cake's strategic positioning provides multiple competitive advantages. The company's agreement with Kazatomprom allows $100 million annual uranium acquisitions at spot prices through 2027, providing assured access to supply in an increasingly thin market. As Liebenberg observes, "With the spot market today, you saw Sprott raise $200 million and the spot market popped $7 without them spending a penny. It's a very thin and liquid market. So $100 million volume will move the price."The company's track record demonstrates strategy effectiveness. Yellow Cake raised $200 million at IPO when uranium traded at $21 per pound and has grown to over $1.5 billion in market capitalization with uranium at $76 per pound. Liebenberg expresses confidence in continued appreciation: "I'm still of the belief that we could see a doubling in the uranium price. We're sort of partway through that journey."Government policy support for nuclear expansion, including the World Bank's decision to resume nuclear project funding and support from 14 major banks for tripling nuclear capacity, creates favorable regulatory tailwinds. Small modular reactor development adds another demand catalyst, with commercial operation possible by the end of the decade.Yellow Cake PLC offers investors direct uranium exposure through a transparent, risk-controlled business model positioned to benefit from structural supply-demand imbalances and technology sector-driven demand growth over the next 3-5 years.View Yellow Cake's company profile: https://www.cruxinvestor.com/companies/yellow-cake-plcSign up for Crux Investor: https://cruxinvestor.com

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Power's (MPWR stock) fabless business model has helped make it a market-beating investment for years. Nvidia's new AI data center power infrastructure could be the latest new growth outlet for Monolithic. Navitas Semiconductor (NVTS stock). Chip Stock Investors Nick and Kasey give the stocks a fresh look before earnings season begins.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************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.Timestamps:(00:00) Monolithic Power Systems(01:30) Industry Transition and Market Trends(03:24) Revenue Trends and Market Performance(04:52) Nvidia's New Data Center Architecture(07:29) Navitas: A Cautious Optimism(09:30) Final Thoughts#semiconductorstocks #onsemi #microchip #monolithicpowersystems #navitas #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Monolithic Power Systems and Nvidia.

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley speaks with Jon Brewton, CEO of Data Squared, about their groundbreaking work in AI and data management. Jon explains how their patented system eliminates AI hallucinations, making AI more trustworthy and transparent for industries like defense, energy, and engineering. They discuss the challenges of scaling AI, its applications in energy grid management, and the value of integrating various data types to optimize decision-making. This conversation sheds light on how AI can drive real-world solutions with reliability and explainability.This is huge, with new patents in hand, Data2 Squared is helping add accountability to AI. I have been learning a great deal about AI through the podcast series on AI and Data Centers, which is significant. The U.S. government and energy sectors will find Jon's company and his resources critical. For the U.S. to achieve energy dominance, it must also be AI Dominant. I applaud the accountability that Jon's team has successfully implemented. Check out https://data2.ai/Also connect with Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/Thank you Jon, for stopping by the podcast, and your leading the charge in AI security is critical for the United States - Stu Highlights of the Podcast 00:00 - Intro00:39 – What Is Explainable AI?01:11 – The Problem with AI Hallucinations03:15 – AI Systems and Trust Issues06:21 – Data Squared's Solution08:32 – Real-World Applications in Energy10:35 – Filtering Out Inaccurate AI Outputs12:28 – Beyond Analytics: Building Trustworthy AI16:12 – The Echo Chamber of AI Training Data17:57 – Who Can Benefit from Data Squared's Technology?18:49 – Opportunities in the Utility Sector20:08 – Achieving a Patent in AI Technology21:06 – The Impact on Defense and Engineering23:25 – The Role of Military Experience in Innovation26:22 – The Unlikely Team Behind the Innovation28:29 – Looking Ahead: Future Applications in Energy29:01 – Closing RemarksFor the full transcript, please head over to https://theenergynewsbeat.substack.com/

On this episode, Mike “MJ” Joseph, who manages the infrastructure network engineering team at Meta, joins Ciena's Mark Bieberich to discuss innovation in out-of-band (OOB) management networks, which are essential for initial device commissioning, disaster recovery, remote troubleshooting, and secure lifecycle management. MJ and Mark explore Meta's decision to adopt passive optical networking (PON) for OOB management, highlighting the collaborative effort with Ciena to create an ultra-scalable, cost effective PON-based solution. They also discuss the positive outcomes Meta has achieved by streamlining and automating its OOB network operations in the data center—and the lessons learned along the way.

Inside INdiana Business Radio for the morning of July 10, 2025. A major data center project is coming to northwest Indiana, but specific details on the effort remain murky. A northeast Indiana wealth management firm makes an acquisition in Michigan. Plus, a $13 million grant is supporting a new apprenticeship initiative in Indiana. Get the latest business news from throughout the state at InsideINdianaBusiness.com.

President Trump's new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely.Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTube channel viewers: LMNR - Limoneira Co. (NAS); plus Justin's market wrap, and Justin's talking points: Data Centers, Tariffs.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Industrial Talk is talking to Matt Neal and Sergey Kynev with Siemens Energy about "E-STATCOM and Data Centers and Impact to Power Quality". Scott MacKenzie hosts a podcast celebrating industrial professionals and their innovations. In this episode, he discusses grid stability and solutions with Matt Neal and Sergey Kynev from Siemens Energy. They highlight the challenges of maintaining grid stability, particularly with the increasing demand from data centers. Siemens' solutions, such as STATCOM and E-STATCOM, provide reactive and active power control, enhancing grid stability and efficiency. The conversation also touches on the need for collaboration among stakeholders, including utilities, technology providers, and data center owners, to address the growing demands on the grid. Action Items [ ] Contact Siemens Energy through their website or Matt on LinkedIn to discuss any challenges related to grid stability and data center impacts. [ ] Reach out to Sergey on LinkedIn or contact Siemens Energy to discuss further about STATCOM and E-STATCOM solutions. [ ] Attend the IEEE conference in Austin to engage with the task forces and standard development groups involved in these topics. Outline Introduction and Overview of Industrial Talk Podcast Scott MacKenzie introduces the Industrial Talk Podcast, emphasizing its focus on industry professionals and their innovations. Scott highlights the importance of collaboration, education, and innovation in the industrial sector. Scott mentions the availability of an e-book on industrial talk, which covers core components of successful industrial companies. Scott announces the launch of an Industrial News Network to centralize industry information and make it more accessible. Introduction of Matt and Sergey from Siemens Energy Scott welcomes Matt Neal and Sergey Kynev from Siemens Energy to discuss challenges and solutions in the grid. Matt provides a background on his role at Siemens Energy, focusing on grid solutions in North America. Sergey shares his career journey with Siemens Energy, specializing in grid stability equipment. Scott and the guests discuss the importance of grid stability and the role of transmission and power generation in maintaining it. Challenges and Solutions in Grid Stability Scott and Matt discuss the need for more transmission lines and the challenges of building new infrastructure. Sergey explains the concept of grid stability, focusing on frequency and voltage balance. Sergey introduces STATCOM (Static Synchronous Compensator) as a solution to control voltage and provide reactive power. The conversation touches on the importance of strategically placing STATCOM devices in key transmission substations. Modernization and Flexibility in Grid Solutions Matt emphasizes the importance of working with partners and running studies to predict new load pockets and generation. Sergey highlights the flexibility and adaptability of modern STATCOM devices compared to traditional solutions. Scott and Matt discuss the need for nimble and automated solutions to meet the rapidly evolving demands of the grid. The conversation covers the role of system operators and the importance of automation in maintaining grid stability. Impact of Data Centers on Grid Stability Scott and Sergey discuss the significant demand for power from data centers and the challenges they pose to the grid. Sergey explains the unique load behavior of AI data centers, which peak within milliseconds or...

Data-center veteran Kervin Pillay walks us through the coming AI infrastructure boom. Pillay argues the U.S. is about to sink 10x the capital it took to create the Interstate Highway System into new data center capacity, racing toward “hundreds of gigawatts” of compute—each gigawatt-scale campus drawing more power than a major city.  — For a deeper dive into these insights and more, be sure to listen to the full episode of the Onward podcast. Have questions or feedback about this episode? Drop us a note at Onward@Fundrise.com.  Onward is hosted by Ben Miller, co-founder and CEO of Fundrise. Podcast production by The Podcast Consultant. Music by Seaplane Armada.  About Fundrise  With over 2 million users, Fundrise is America's largest direct-to-investor alternative asset investment platform. Since 2012, our mission has been to build a better financial system by empowering the individual. We make it easier and more efficient than ever for anyone to invest in institutional-quality private alternative assets — all at the touch of a button.  Please see fundrise.com/oc for more information on all of the Fundrise-sponsored investment funds and products, including each fund's offering document(s).  Want to see the specific assets that make up and power Fundrise portfolios? Check out our active and past projects at www.fundrise.com/assets.

A developer of data centers is planning a massive new project in Dane County. They say it will bring 1,000 construction jobs. Leaders at the Universities of Wisconsin want to raise tuition. And, seven people survive a dangerous boating mishap on the Mississippi River.

Arbor Energy's carbon-removing power plant is inspired by SpaceX's rocket engines. Learn more about your ad choices. Visit podcastchoices.com/adchoices

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIn today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?How are the policies of the new Trump administration likely to impact these trends?And where are the best opportunities for investors likely to lie?Below are the Doomberg posts mentioned in this discussion:The Fix Is In:https://newsletter.doomberg.com/p/da6e6e36-e1db-4d53-b100-c82317ca3327Alberta Clipper:https://newsletter.doomberg.com/p/26dd5c88-314e-415e-93d7-95616fd73eeaChina Through the Lens of Energy:https://newsletter.doomberg.com/p/52366083-26e1-4289-899a-9352fb196a53#energy #china #naturalgas 0:00 - Significant Energy Trends of 20254:32 - Oil Price Equilibrium and Risk Premium9:48 - Natural Gas as an Oil Substitute15:02 - Natural Gas and AI Energy Demands20:37 - Nuclear vs. Natural Gas Solutions25:07 - China's Energy Advantage and U.S. Response29:30 - China's Energy Supply Chain37:36 - Impact of Trump's Energy Policies41:24 - Trump's Policies and National Prosperity47:58 - Rebuilding the U.S. Energy Grid49:48 - Investment Opportunities in Energy54:10 - Arbitrage Opportunities Over Time55:19 - Canada's Energy Reforms Post-Election1:04:02 - Data Centers in Cold Regions1:10:13 - Closing and Resources:_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Thousands of clean energy projects are waiting to connect to the grid. How many will make it through, and will it be soon enough to keep the grid reliable? --- Electricity demand in the U.S. is rising fast, fueled by the rapid growth of AI data centers and other power-hungry technologies. At the same time, many fossil fuel power plants are retiring, putting added pressure on the grid to maintain reliability. To meet this challenge, clean energy and battery storage projects are lining up to connect to the grid. The queue now holds more than twice the capacity of all power plants currently in operation. But getting these projects online is proving difficult. The interconnection process, which evaluates and connects new power projects to the grid, has become a major bottleneck. It is overwhelmed by the sheer number of proposed projects and further slowed by permitting challenges, supply chain delays, and uncertainty around federal incentives. Reforms to the interconnection process are underway, but it is yet to be seen whether they will move quickly enough to make a difference. RMI’s Sarah Toth Kotwis explores the technical and regulatory barriers to bringing new energy online, and what it will take connect new energy projects quickly and reliably. Sarah Toth Kotwis is a senior associate on the Clean Competitive Grids team at RMI. Related Content The Untapped Potential of ‘Repurposed Energy’ https://kleinmanenergy.upenn.edu/research/publications/the-untapped-potential-of-repurposed-energy/ The Future of Electricity Demand in the AI Era https://kleinmanenergy.upenn.edu/commentary/podcast/the-future-of-electricity-demand-in-the-ai-era/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

In this episode, James talks with Brian Janous, Co-Founder and Chief Commercial Officer at Cloverleaf Infrastructure and former Head of Energy at Microsoft. With 25+ years in the utility space — including a decade leading Microsoft's cloud energy strategy — Brian shares what it was like to scale power procurement during the hyperscale boom and why he founded Cloverleaf to solve the next frontier: grid-aligned power delivery for data centers.They explore the transition from fiber-first to power-first infrastructure, the myth of exponential energy growth, and the real reason AI is accelerating demand at an unprecedented pace. Brian unpacks the growing tension between real estate and power developers, the limitations of behind-the-meter hype, and why grid integration remains king.You'll also hear insights on:Why utilities are overwhelmed by “two chucks in a truck” proposalsWhat makes a site actually marketable to hyperscalersThe misunderstood economics of flexible load and data center reliabilityHow Cloverleaf partners to derisk power timelines and unlock investmentWhether you're a power developer, hyperscaler, or real estate operator, this episode offers a candid look at what it takes to deliver the electrons that fuel AI.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?

Israel ha venido atacando las instalaciones nucleares en Irán para impedir que ese país árabe desarrolle armas nucleares, que amenazan la existencia de Israel. Irán insiste en que ese no es su objetivo. Sin embargo, el sector de defensa a nivel global no es el único que podría beneficiarse de las plantas nucleares. También lo haría el de los data centers, que registran un crecimiento debido a la alta capacidad de almacenamiento que requieren las plataformas en la nube y las aplicaciones de Inteligencia Artificial. Dale play y conoce más.

When AI data centers come to town, companies promise jobs and opportunity. In one drought-stricken community in Brazil, residents are weighing the choices. How do communities balance the economic boost and environmental cost of hosting water-reliant data centers? In this episode: Laís Martins (‪@laismartins.com‬), Investigative Journalist Episode credits: This episode was produced by Marcos Bartolomé and Haleema Shah, with Remas Alhawari, Manny Panaretos, Mariana Navarrete, and our guest host, Kevin Hirten. It was edited by Kylene Kiang. The Take production team is Marcos Bartolomé, Sonia Bhagat, Sarí el-Khalili, Tamara Khandaker, Phillip Lanos, Chloe K. Li, Ashish Malhotra, Haleema Shah, Khaled Soltan, Amy Walters, and Noor Wazwaz. Our editorial interns are Remas Alhawari, Marya Khan, and Kisaa Zehra. Our guest host is Kevin Hirten. Our engagement producers are Adam Abou-Gad and Vienna Maglio. Aya Elmileik is lead of audience engagement. Our sound designer is Alex Roldan. Our video editors are Hisham Abu Salah and Mohannad al-Melhem. Alexandra Locke is The Take’s executive producer. Ney Alvarez is Al Jazeera’s head of audio. Connect with us: @AJEPodcasts on Instagram, X, Facebook, Threads and YouTube

Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate in 15 minutes or less featuring Paul Gerke of Factor This and Tigercomm's Mike Casey.This week's episode features special guest Maeve Allsup from Latitude Media, who wrote about how a a new startup allowed an Oracle data center using Nvidia GPUs to cut its power consumption 25% during hours of peak grid demand without sacrificing performance.This week's "Cleantecher of the Week" is JoeBen Bevirt, founder of Joby Aviation, a company developing electric air taxis for commercial passenger service. This week, its electric air taxi completed a series of piloted, vertical-takeoff-and-landing wingborne flights in Dubai. Congratulations, JoeBen! This Week in Cleantech — July 07, 2025 Ford Forced to Idle Multiple US Plants on China Magnet Shortage – BloombergChina's Clean Energy Boom Could Win the Race to Power the Future – New York TimesClimate threat to U.S. infrastructure is accelerating. Here's what's most at risk – CNBCRed States–And AI–Are Big Losers From Trump's Clean Energy Massacre – ForbesNvidia and Oracle tapped this startup to flex a Phoenix data center – Latitude MediaWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

High tariffs would significantly impact data center projects, through increased costs, supply chain disruptions and other problems. Reed Smith's Matthew Houghton, John Simonis and James Doerfler explain how owners and developers can attenuate tariff risks throughout the planning, contract drafting, negotiation, procurement and construction phases. In this podcast, learn about risk allocation and other proactive measures to manage cost and schedule challenges in today's uncertain regulatory environment.

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Google has pledged to use only carbon-free sources of electricity to power its operations, a task made more challenging by its breakneck pace of data center growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices

“We're not just solving a power problem—we're enabling the next generation of digital infrastructure.” — Jim Summers, CEO, Gas Power Compute Infrastructure In an era where AI and cloud computing are driving data center demand through the roof, the question of how to power that future has become just as critical as the technology itself. In a wide-ranging and insightful conversation with Jim Summers, CEO of Gas Power Compute Infrastructure (GPC), Technology Reseller News publisher Doug Green explores the very real energy bottlenecks now threatening digital transformation. Founded to address the widening gap between data center demand and utility grid capacity, GPC delivers onsite, natural gas-powered energy infrastructure—turning traditional thinking about power delivery on its head. The Grid Can't Keep Up—But Data Centers Can't Wait For decades, power in the U.S. was abundant, and few thought twice about availability. But now, as Summers explains, we are entering the fourth industrial revolution—an era defined by hyper-connected devices, mobility, and generative AI—all powered by data centers. These new centers are no longer requesting 10 megawatts—they're asking for 100 or even a gigawatt of capacity. The utilities simply can't keep up. Aging infrastructure, permitting delays, and the realities of a slow-moving grid have pushed many operators to face years-long timelines just to connect to adequate power. Enter On-Site Generation: Behind-the-Meter, Ahead of the Curve GPC's solution: on-site, behind-the-meter generation using clean-burning, flexible natural gas. This approach offers three key benefits: Speed to Power – On-site generation bypasses grid delays, enabling faster deployment. Reliability – Natural gas turbines, especially in redundant (N+1) configurations, can offer five nines reliability. Sustainability – On-site gas can outperform the grid's coal-heavy mix in emissions, while achieving efficiencies of up to 85% through waste heat recapture. Summers emphasizes the often-overlooked efficiency and environmental advantage of natural gas. Unlike grid power—which loses up to 15% in transmission—GPC's approach delivers power where it's used, minimizing waste and opening the door to future hydrogen and biogas adoption with the same infrastructure. From Heavy Industry to High Tech: Lessons Reapplied Drawing on decades of experience in energy infrastructure for chemical plants, paper mills, and refineries, Summers and his team are now applying proven self-generation strategies to a new challenge: digital infrastructure. The parallels are clear—both need reliable, high-volume, and resilient power. “We're really taking what heavy industry figured out years ago and putting it to work for data centers,” said Summers. Dispelling Myths, Delivering Certainty A few persistent myths linger around onsite generation, Summers noted. Is it legal? Yes—in all 50 states. Is it reliable? Even more so than many utility grids today. Is it sustainable? Absolutely—especially compared to coal-fired baseline generation still running across the U.S. What GPC brings is not just technology, but turnkey solutions and long-term partnerships. “We don't lead with equipment. We lead with relationships,” says Summers, underscoring the company's deep bench of energy veterans, capital backing, and holistic project management—from permitting to fuel sourcing to system operation. Complexity, Simplified In the end, Summers argues, the goal is to help customers turn a highly complex energy challenge into an opportunity. As data center developers and operators face mounting urgency, GPC stands ready to provide not only power, but peace of mind. “Every time you use your phone, you're tapping into a data center. But the reality is, that data center might be competing with homes and hospitals for grid power on a 117-degree day. That's why we built GPC—to give our clients control, speed,

In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley talks with Mark Lancaster about solving the stranded gas challenge by turning wasted natural gas into energy for Bitcoin mining and data centers. Lancaster explains how his company provides fast, scalable natural gas generators, which cut project timelines and reduce emissions. They discuss the impact of Biden-era policies, grid backup requirements for data centers, and how Bitcoin miners help oil producers monetize gas. Lancaster also highlights investment opportunities in energy infrastructure, including portable LNG, with scarcity driving demand across the oil, gas, and power sectors.I had an absolute blast talking with Mark, and we have another podcast scheduled for recording in a week with Steve Reese to discuss the impact on the United States grid. I learned a great deal and look forward to next week's interview. Connect with Mark on his LinkedIn here: https://www.linkedin.com/in/marklancastermidland/If you need power for your data center or Bitcoin mining, let us know here: https://energynewsbeat.co/turning-black-gold-green/Highlights of the Podcast 00:00 - Intro01:27 - Biden Policies & Gas Shutdowns03:42 - Generator Shortage & Fast Solutions04:46 - Backup Power for Data Centers05:28 - Cheaper Power than Turbines06:14 - Permit Delays & Regulatory Hurdles08:11 - Bitcoin Helps Oil Producers09:31 - Oilfield Jargon Explained10:20 - Oil Culture & Landman Series11:33 - ESG, Energy Policy & Trump12:57 - Monetizing Stranded Gas Fields13:51 - Bitcoin Mining Investment Returns15:25 - Bitcoin in U.S. Treasury?16:04 - Crypto Financing Challenges16:15 - Remote Generators & Automation17:04 - AI Visualizing Energy to Bitcoin17:27 - LinkedIn & Energy Influence18:00 - Scarcity in Energy Gear19:52 - LNG Trucks vs EV Hype21:23 - Final Takeaways & ContactFor the full transcript, check out https://theenergynewsbeat.substack.com/

In this engaging conversation, Stephen Schmidt interviews Mike Embry, a second-generation real estate entrepreneur, about his journey in the real estate industry, the evolution of market trends, and the rise of data centers. Mike shares insights on the importance of hard work, the challenges of navigating regulations, and the significance of building long-term relationships in business. He reflects on his experiences, lessons learned, and the changing landscape of real estate, emphasizing the need for adaptability and a strong work ethic. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Indianapolis is celebrating Independence Day with the annual Fourth Fest downtown. The Indiana Fever are the 2025 Commissioner's Cup champions. The name of the tech company behind a proposal to build a data center in Franklin Township has been hidden from the public. The Indiana Criminal Justice Institute will offer vouchers for discounted Uber and Lyft rides through its Sober Ride Indiana program. The Indianapolis Neighborhood Housing Partnership announced it has acquired more than $12 million to support affordable housing initiatives. 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 Drew Daudelin, Zach Bundy and Abriana Herron, with support from News Director Sarah Neal-Estes.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on Iris Energy ($IREN) — a $3bn clean energy-powered Bitcoin miner rapidly evolving into a serious player in AI cloud infrastructure. With the broader data centre and semiconductor trade still on fire, he's bullish on the theme but increasingly selective about where real upside remains. $IREN stands out for its unique model: using Bitcoin mining cash flow to fund GPU expansion, offering ultra-competitive pricing versus major cloud providers, and scaling capacity from 660MW to nearly 3GW over the next two years. Ed breaks down the opportunity, key catalysts, risks, and a high-reward options structure targeting significant upside.

The frantic buildout of AI data centers is threatening to overwhelm electric grids, but what if they could be part of the solution? I chat with Jeff Bladen of Verrus, a company designing data centers to be "good grid citizens" from the ground up. We discuss how their novel architecture, combining large-scale batteries with a more efficient internal power network, provides flexibility that helps utilities and allows more compute to be built with less grid impact. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode of Alter Everything, we chat with Alex Patrushev, Head of Product at Nebius. We discuss the gaps organizations face between data and business impact, strategies to bridge these gaps, and the role of AI in these processes. Alex explains Nebius' mission to make AI accessible, the challenges of building data centers and software from scratch, and innovative solutions like their data center in Finland. The conversation also covers key components for effectively bridging data and business impact, such as project selection, stakeholder communication, team skills, data quality, and tech stack.Panelists: Alexander Patrushev, Head of Product for AI/ML @ NebiusMegan Bowers, Sr. Content Manager @ Alteryx - @MeganBowers, LinkedInShow notes: NebiusData Version Control Interested in sharing your feedback with the Alter Everything team? Take our feedback survey here!This episode was produced by Megan Bowers, Mike Cusic, and Matt Rotundo. Special thanks to Andy Uttley for the theme music.

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The AI boom isn't just reshaping tech—it's redefining the energy grid.As data center demand skyrockets, clean energy providers are scrambling to keep up with unprecedented power needs, speed requirements, and reliability expectations. In this special live panel, hosted by Jessica Fishman of Kiterocket, we hear directly from leaders at Equinix, Clayco, QTS, and MGM Transformer—key players shaping the future of power-hungry infrastructure.From fuel cells as primary power sources to grid-forming transformers and liquid-cooled AI campuses, this conversation dives deep into what's working, what's failing, and what's coming next at the intersection of data, power, and renewables.

The tech DNA is what's missing in the power industry, according to Intersect Power CEO Sheldon Kimber. “The fastest-growing technology the world has ever seen is now basically stuck behind one of the most boring and least innovative industries in the world.” In this episode of the Tech Disruptors podcast, Kimber joins Bloomberg Intelligence's head of technology research, Mandeep Singh, to discuss power needs tied to AI data centers and the infrastructure build-out by hyperscalers. They also cover power needs for training vs. inferencing, the various sources of power and how it's stored for maximum efficiency, and being a disruptor in a field that can't always wait for the government to upgrade the transmission system.  

Once again, the issue of Data Centers are coming up in Virginia as many the local boards of supervisors are making plans to at least set up “commissions” to study more regulations on this industry. The nay-sayers point to the energy load required by these centers as they pump up to 70% of internet traffic through Virginia. However, as we laid out in our June 10th column, it's the politicians that put us in this pickle and they are the ones we will need to get us out of it. We sat down with Caleb Taylor, policy director of the Virginia Institute for Public Policy, to find out what the solutions should really look like and how long they could take to implement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Once again, the issue of Data Centers are coming up in Virginia as many the local boards of supervisors are making plans to at least set up “commissions” to study more regulations on this industry.   The nay-sayers point to the energy load required by these centers as they pump up to 70% of internet […]

With AI and cloud data centers rapidly outpacing the capacity of traditional power grids, alternative solutions-—where data centers generate electricity on-site from natural gas-—are emerging as a fast, reliable, and cost-effective way to meet soaring energy demands. Today's Stocks & Topics: PSIX - Power Solutions International Inc., Market Wrap, CCJ - Cameco Corp., How Natural Gas Is Powering the AI Data Center Boom, Fractional Shares, GIS - General Mills Inc., Gold, LULU - lululemon athletica inc., Selling XHB - SPDR S&P Homebuilders ETF to buy a Vanguard Coinbase ETF.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Demand for data centers continues to grow everywhere, but their environmental impacts are causing some to consider a different option: build them in space, where there's lots of room, solar power and a cold environment. Marketplace's Nova Safo spoke with Evan Robinson-Johnson, business reporter at The Information, to learn more.

Demand for data centers continues to grow everywhere, but their environmental impacts are causing some to consider a different option: build them in space, where there's lots of room, solar power and a cold environment. Marketplace's Nova Safo spoke with Evan Robinson-Johnson, business reporter at The Information, to learn more.