Podcasts about data centers

Live from Morgan Stanley's European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic AI wave.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European head of research product. We are bringing you a special episode today live from Morgan Stanley's, 25th European TMT Conference, currently underway. The central theme we're focused on: Can Europe keep up from a technology development perspective?It's Wednesday, November the 12th at 8:00 AM in Barcelona. Earlier this morning I was live on stage with my colleagues, Adam Wood, Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology Hardware. The larger context of our conversation was tech diffusion, one of our four key themes that we've identified at Morgan Stanley Research for 2025. For the panel, we wanted to focus further on agentic AI in Europe, AI disruption as well as adoption, and data centers. We started off with my question to Adam. I asked him to frame our conversation around how Europe is enabling the Agentic AI wave. Adam Wood: I mean, I think obviously the debate around GenAI, and particularly enterprise software, my space has changed quite a lot over the last three to four months. Maybe it's good if we do go back a little bit to the period before that – when everything was more positive in the world. And I think it is important to think about, you know, why we were excited, before we started to debate the outcomes. And the reason we were excited was we've obviously done a lot of work with enterprise software to automate business processes. That's what; that's ultimately what software is about. It's about automating and standardizing business processes. They can be done more efficiently and more repeatably. We'd done work in the past on RPA vendors who tried to take the automation further. And we were getting numbers that, you know, 30 – 40 percent of enterprise processes have been automated in this way. But I think the feeling was it was still the minority. And the reason for that was it was quite difficult with traditional coding techniques to go a lot further. You know, if you take the call center as a classic example, it's very difficult to code what every response is going to be to human interaction with a call center worker. It's practically impossible. And so, you know, what we did for a long time was more – where we got into those situations where it was difficult to code every outcome, we'd leave it with labor. And we'd do the labor arbitrage often, where we'd move from onshore workers to offshore workers, but we'd still leave it as a relatively manual process with human intervention in it. I think the really exciting thing about GenAI is it completely transforms that equation because if the computers can understand natural human language, again to our call center example, we can train the models on every call center interaction. And then first of all, we can help the call center worker predict what the responses are going to be to incoming queries. And then maybe over time we can even automate that role. I think it goes a lot further than, you know, call center workers. We can go into finance where a lot of work is still either manual data re-entry or a remediation of errors. And again, we can automate a lot more of those tasks. That's obviously where, where SAP's involved. But basically what I'm trying to say is if we expand massively the capabilities of what software can automate, surely that has to be good for the software sector that has to expand the addressable markets of what software companies are going to be able to do. Now we can have a secondary debate around: Is it going to be the incumbents, is it going to be corporates that do more themselves? Is it going to be new entrants that that benefit from this? But I think it's very hard to argue that if you expand dramatically the capabilities of what software can do, you don't get a benefit from that in the sector. Now we're a little bit more consumer today in terms of spending, and the enterprises are lagging a little bit. But I think for us, that's just a question of timing. And we think we'll see that come through.I'll leave it there. But I think there's lots of opportunities in software. We're probably yet to see them come through in numbers, but that shouldn't mean we get, you know, kind of, we don't think they're going to happen. Paul Walsh: Yeah. We're going to talk separately about AI disruption as we go through this morning's discussion. But what's the pushback you get, Adam, to this notion of, you know, the addressable market expanding? Adam Wood: It's one of a number of things. It's that… And we get onto the kind of the multiple bear cases that come up on enterprise software. It would be some combination of, well, if coding becomes dramatically cheaper and we can set up, you know, user interfaces on the fly in the morning, that can query data sets; and we can access those data sets almost in an automated way. Well, maybe companies just do this themselves and we move from a world where we've been outsourcing software to third party software vendors; we do more of it in-house. That would be one. The other one would be the barriers to entry of software have just come down dramatically. It's so much easier to write the code, to build a software company and to get out into the market. That it's going to be new entrants that challenge the incumbents. And that will just bring price pressure on the whole market and bring… So, although what we automate gets bigger, the price we charge to do it comes down. The third one would be the seat-based pricing issue that a lot of software vendors to date have expressed the value they deliver to customers through. How many seats of the software you have in house. Well, if we take out 10 – 20 percent of your HR department because we make them 10, 20, 30 percent more efficient. Does that mean we pay the software vendor 10, 20, 30 percent less? And so again, we're delivering more value, we're automating more and making companies more efficient. But the value doesn't accrue to the software vendors. It's some combination of those themes I think that people would worry about. Paul Walsh: And Lee, let's bring you into the conversation here as well, because around this theme of enabling the agentic AI way, we sort of identified three main enabler sectors. Obviously, Adam's with the software side. Cap goods being the other one that we mentioned in the work that we've done. But obviously semis is also an important piece of this puzzle. Walk us through your thoughts, please. Lee Simpson: Sure. I think from a sort of a hardware perspective, and really we're talking about semiconductors here and possibly even just the equipment guys, specifically – when seeing things through a European lens. It's been a bonanza. We've seen quite a big build out obviously for GPUs. We've seen incredible new server architectures going into the cloud. And now we're at the point where we're changing things a little bit. Does the power architecture need to be changed? Does the nature of the compute need to change? And with that, the development and the supply needs to move with that as well. So, we're now seeing the mantle being picked up by the AI guys at the very leading edge of logic. So, someone has to put the equipment in the ground, and the equipment guys are being leaned into. And you're starting to see that change in the order book now. Now, I labor this point largely because, you know, we'd been seen as laggards frankly in the last couple of years. It'd been a U.S. story, a GPU heavy story. But I think for us now we're starting to see a flipping of that and it's like, hold on, these are beneficiaries. And I really think it's 'cause that bow wave has changed in logic. Paul Walsh: And Lee, you talked there in your opening remarks about the extent to which obviously the focus has been predominantly on the U.S. ways to play, which is totally understandable for global investors. And obviously this has been an extraordinary year of ups and downs as it relates to the tech space. What's your sense in terms of what you are getting back from clients? Is the focus shifts may be from some of those U.S. ways to play to Europe? Are you sensing that shift taking place? How are clients interacting with you as it relates to the focus between the opportunities in the U.S. and Asia, frankly, versus Europe? Lee Simpson: Yeah. I mean, Europe's coming more into debate. It's more; people are willing to talk to some of the players. We've got other players in the analog space playing into that as well. But I think for me, if we take a step back and keep this at the global level, there's a huge debate now around what is the size of build out that we need for AI? What is the nature of the compute? What is the power pool? What is the power budgets going to look like in data centers? And Emmet will talk to that as well. So, all of that… Some of that argument's coming now and centering on Europe. How do they play into this? But for me, most of what we're finding people debate about – is a 20-25 gigawatt year feasible for [20]27? Is a 30-35 gigawatt for [20]28 feasible? And so, I think that's the debate line at this point – not so much as Europe in the debate. It's more what is that global pool going to look like? Paul Walsh: Yeah. This whole infrastructure rollout's got significant implications for your coverage universe… Lee Simpson: It does. Yeah. Paul Walsh: Emmet, it may be a bit tangential for the telco space, but was there anything you wanted to add there as it relates to this sort of agentic wave piece from a telco's perspective? Emmet Kelly: Yeah, there's a consensus view out there that telcos are not really that tuned into the AI wave at the moment – just from a stock market perspective. I think it's fair to say some telcos have been a source of funds for AI and we've seen that in a stock market context, especially in the U.S. telco space, versus U.S. tech over the last three to six months, has been a source of funds. So, there are a lot of question marks about the telco exposure to AI. And I think the telcos have kind of struggled to put their case forward about how they can benefit from AI. They talked 18 months ago about using chatbots. They talked about smart networks, et cetera, but they haven't really advanced their case since then. And we don't see telcos involved much in the data center space. And that's understandable because investing in data centers, as we've written, is extremely expensive. So, if I rewind the clock two years ago, a good size data center was 1 megawatt in size. And a year ago, that number was somewhere about 50 to 100 megawatts in size. And today a big data center is a gigawatt. Now if you want to roll out a 100 megawatt data center, which is a decent sized data center, but it's not huge – that will cost roughly 3 billion euros to roll out. So, telcos, they've yet to really prove that they've got much positive exposure to AI. Paul Walsh: That was an edited excerpt from my conversation with Adam, Emmet and Lee. Many thanks to them for taking the time out for that discussion and the live audience for hearing us out.We will have a concluding episode tomorrow where we dig into tech disruption and data center investments. So please do come back for that very topical conversation. As always, thanks for listening. Let us know what you think about this and other episodes by leaving us a review wherever you get your podcasts. And if you enjoy Thoughts on the Market, please tell a friend or colleague to tune in today.

Paul Mozur on Big Tech data centers outside the US Kirk Pearson - "Theme from Techtonic" - n/a - "Mark's comments" Kirk Pearson - "Modem of Home" - n/a [0:04:35] - "Interview with Paul Mozur" [0:04:46] Kirk Pearson - "Haptic Workshop" - n/a [0:26:35] - "Interview with Paul Mozur" [0:27:00] Kirk Pearson - "Bio Magnification" - n/a [0:51:57] - "Mark's comments" [0:52:04] Acidulant - "Taking Orders from Machines" - Acidulant - Planet Jack EP [0:55:26] https://www.wfmu.org/playlists/shows/157889

Senate Democrats are ratcheting up pressure on the White House over artificial intelligence data centers and the surging utility costs that have accompanied their nationwide buildout. In a letter sent Monday to Office of Science and Technology Policy Director Michael Kratsios and Commerce Secretary Howard Lutnick, five senators blasted the Trump administration for the “sweetheart deals” it has made with Big Tech companies on data centers, and its “reckless abandonment” of consumers as their electricity bills soar. The letter, which was led by Sen. Richard Blumenthal, D-Conn., states: “​​Since his second inauguration, President Trump has cozied up to Meta, Google, Oracle, OpenAI, and other Big Tech companies, fast-tracking and pushing for the buildout of power-hungry data centers across the country.” According to the letter — which was also signed by Democratic Sens. Chris Van Hollen of Maryland, Ron Wyden of Oregon, Ed Markey of Massachusetts and independent Bernie Sanders of Vermont — national power consumption from data centers could jump from 5% to 12% within three years, and even the White House noted in its AI Action Plan that “technological advancements of AI are increasing pressures on the grid.” At the same time, the second Trump administration has seemingly traded in the all-of-the-above approach to energy sources pursued during the president's first term for a decidedly anti-renewables bent that the senators said has “supercharged this cost-of-living crisis by making it harder to increase and diversify sources of household electricity sources.” The Department of Veterans Affairs' push to modernize decades-old systems faced a technical issue earlier this year, delaying education benefits payments for tens of thousands of students at the start of the school year. A group of veterans' service organizations, including the Tragedy Assistance Program for Survivors (TAPS), highlighted the issue this week, telling reporters that the technical glitch occurred in August, when the VA began converting benefits claims from its legacy system to a new processing system for Chapter 35 Survivors' and Dependents' Educational Assistance. The VA launched its initiative to modernize the GI Bill process in 2022, and the Digital GI Bill platform was set to be fully operational by April 2024 but faced its own delays last year. A part of the multi-billion-dollar initiative involves overhauling multiple legacy systems, including those related to the education benefits process. Ashlynne Haycock-Lohmann, the director of government and legislative affairs at TAPS, told FedScoop in an interview that the veterans' service community welcomes the changes to decades-old systems, but the timing around the school year could present risks. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

The CEO of Raymond James talks about potential regulation changes that could impact the business and why the desire for human financial advisers remains strong. Plus, his outlook for the economy as the government shutdown nears an end. Then, new reports say the White House is looking at new rules to curb the influence of proxy-advisers and index funds when it comes to shareholder voting. And Meta announces a new $1B data center in Wisconsin, its 30th data center to date. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: China considers a plan to send rare earths to the U.S., but keep them out of the U.S. military suppliers. And tech companies and Wall Street are finding new ways to fund AI megadeals. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aproveite o Black November da Insider Store com o cupom de desconto RESUMIDO: https://creators.insiderstore.com.br/RESUMIDOBFGrupo oficial da Insider no WhatsApp com  Flash Promos: https://creators.insiderstore.com.br/RESUMIDOWPPBF--Faça sua assinatura! www.resumido.cc/assinatura--Tom Brady clona cachorro, Ucrânia gamifica guerra com drones e menina chora ao se despedir de brinquedo de IA. Por outro lado, Rosalía lança álbum sem IA e mega investidor aposta US$ 1 bi no estouro da bolha tech.Humanidade virou aposta?No RESUMIDO #338: Rosalía lança manifesto anti IA, Tom Brady clona o próprio cachorro, Ucrânia gamifica guerra com drones, menina chora ao se despedir de brinquedo de IA, Microsoft chama busca por consciência de máquina de absurda, Arábia Saudita quer exportar IA, Google planeja data center no espaço e muito mais!--Ouça e confira todos os links comentados no episódio: https://resumido.cc/podcasts/alugue-um-amigo-online-para-ferias-falsas-ia-erra-metade-das-noticias-cama-inteligente-travada

CoreWeave CEO Michael Intrator discusses the company's data-center delay, plans to diversify its suppliers and working with Nvidia on "Bloomberg Tech." CoreWeave lowered its annual revenue forecast due to a delay in fulfilling a customer contract, citing temporary delays related to a third-party data center developer.See omnystudio.com/listener for privacy information.

Krystal and Saagar discuss data center backlash, Sam Altman freaks on bubble, Biden war crime coverup, Hegseth says US is on a war footing. Trillion Dollar War Machine: https://www.amazon.com/Trillion-Dollar-War-Machine-Bankrupts/dp/1645030636 To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.comMerch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

California legislators considered dozens of bills related to artificial intelligence this year. Those numbers have spiked as lawmakers grapple with the technology's increasing presence and possible negative consequences. One point of concern: the impact that generative AI will have on the state's natural resources as it becomes an everyday tool for Californians. Reporter: Manola Secaira, CapRadio Environmental activists are celebrating the retirement of a Southern California oil rig, with a celebration at San Francisco's waterfront. The California State Lands Commission officially finalized the decommission last week. Reporter: Eliza Peppel , KQED Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the government shutdown before breaking down the market picture with stock-picker Dan Greenhaus. Plus: the AI trade making a big rebound in early trading - hear from the CEO of one company that's pivoting into the data center game (Generac) and more on the key movers to watch today. Also in focus: what new numbers out of instacart - and CNBC's proprietary NRF Retail Monitor - are saying about the consumer; whether a 50-year mortgage could really be on the horizon; and the latest on Pfizer & Moderna as their bidding war comes to a close. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elections last week showed strong showings for Democrats in races around the country. What does that mean for Wisconsin? Gov. Tony Evers says Wisconsin will not claw back food assistance benefits despite a demand from the Trump administration over the weekend. And, a proposal from a Democratic state legislator aims to protect consumers from rising utility bills as data center development booms in the state.

In this episode, we discuss OpenAI's request for the Trump administration to broaden the Chips Act tax credit to include data centers. We explore why this expansion could significantly impact AI infrastructure costs and the broader U.S. tech industry.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

AI is the transformative technology of our time, yet undergirding the growing use of AI is the need for state-of-the-art data centers that host the file servers and networking equipment that store, process, and analyze information. In this episode, Nicol Turner Lee and Darrell West discuss what data centers are, their number and distribution, barriers to development, and ways to overcome those challenges. Hosted on Acast. See acast.com/privacy for more information.

Today is Monday, November 10. 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.

Order a "What the Fractal?" t-shirt now! Explore The Space Between Astronomy Podcast merch store:⁠https://the-space-between-podcast.printify.me/⁠---In this episode of The Space Between, we venture to the far side of the Moon—not for radio silence or alien bases, but for quantum computation. As the race to scale quantum systems heats up on Earth, researchers and futurists are eyeing the cold, quiet vacuum of space as a natural habitat for the most sensitive computers ever conceived.We explore the radical proposition: what if the next leap in quantum computing doesn't happen in Silicon Valley or Shenzhen—but in a permanently shadowed crater beyond Earth's radio reach? From ultra-low temperatures to freedom from electromagnetic noise, the Moon's far side offers conditions you can't replicate on Earth. But it also demands infrastructure that doesn't yet exist—nuclear power, laser comms, robotic maintenance, and maybe even lunar laws.We break down the physics, the politics, and the speculative tech stacks behind this idea, including how it might transform secure communications, deep space AI, or even help humanity process the next Event Horizon Telescope image in days instead of years. Along the way, we dig into who's quietly laying the groundwork—from space agencies to quantum labs—and why this isn't just science fiction anymore.Also in the mix: China's moonbase ambitions, the latest on NASA's Artemis III delays, and a short, weird detour into whether lunar helium-3 mining might actually fund quantum servers on the Moon.It's an episode where moonshots meet moonlight, and the future of computing might just be hiding in the shadows.

John Chang breaks down the Urban Land Institute and PwC 2026 Emerging Trends report and what it means for commercial real estate investors. He walks through ULI's top ten markets to watch, including Dallas, Miami, Houston, Northern New Jersey, Tampa, and Phoenix, highlighting where overdevelopment, insurance costs, and local policy risks could pressure performance versus where solid job and demographic trends still support growth. John also explores why he favors sectors like seniors housing, medical office, workforce apartments, necessity-based neighborhood retail, and small bay industrial over buzzy data centers, especially given AI's long runway and the heavy power demands of server facilities. He wraps up by explaining why today's combination of compressed lending spreads, elevated cap rates, and a coming construction slowdown could set investors up for strong risk-adjusted returns over the next three to five years if they position carefully now. Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Sean White's Solar and Energy Storage podcast, Sean welcomes back Matias Sigal for a fascinating discussion on the rapid developments in the solar industry. Matias talks about the booming demand for data centers in the U.S., driven by the rise of AI and tech giants like Google, Amazon, and Meta. The conversation dives into the synergies between data centers and renewable energy, the challenges of grid access, and the evolving landscape of mergers and acquisitions in renewable projects. Sean and Matias also explore the innovative use of waste heat from data centers and touch on the future role of nuclear and geothermal energy. Tune in to learn how the industry is adapting post-COVID and making the best out of changing circumstances.   Topics Covered: Online Training One Big Beautiful Bill Energy Demand Increase Mega Data Centers Google Amazon Meta Space-based Solar Energy Bitcoin Hot Tubs Bitcoin Miners Hyperscale data center Solar thermal Floating solar Waste heat M&A = Mergers and Acquisitions PPAs = Purchase Power Agreement Nuclear Power Plant PJM Renewable Energy Developers AI Loss of tax credits Sean White and Matias Sigal Podcast “Solar Project Development Software with Matias Sigal, Founder of Replace” released last February 20, 2024 https://podcasts.apple.com/us/podcast/solar-project-development-software-with-matias-sigal/id1441958371?i=1000645978678   Reach out to Matias Sigal here: LinkedIn: www.linkedin.com/in/matiassigal/ Website: www.renewableenergy.place/   Learn more at www.solarSEAN.com and be sure to get NABCEP certified by taking Sean's classes at www.solarsean.com www.solarsean.com/esip

Here are today's five topics on climate & clean energy, startup investment, AI for entrepreneurs, and mindfulness in leadership:1.

Tech companies have been building more data centers around Kansas City, spurred by the increased need for artificial intelligence. But residents are worried about the environmental impact, higher utility bills, and the long-term consequences for communities.

durée : 00:08:59 - Le Reportage d'On n'arrête pas l'éco - Une vague de centres de données déferle en France et pourrait grandir encore dans les prochains mois. Le but ? Stocker nos inombrables données numériques ou héberger les supercalculateurs de l'intelligence artificielle. Mais ces installations énergivores ne vont pas sans contestation... Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

durée : 00:11:45 - L'Invité d'On n'arrête pas l'éco - Les data center, ces espaces de stockage bien réels de toutes nos données virtuelles, se heurtent à une consommation énergétique immense et des résistances locales. Entretien ce samedi avec Fabrice Coquio qui préside la branche française de Digital Realty, le leader mondial du secteur. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Send us a textFresh leadership, fresh pressure, and a fresh set of misconceptions.We kicked off our first live show by unpacking Southern Utah's election night: Hurricane and Santa Clara shakeups, tight Springdale margins, and a notable flip in St. George. We explain why council vacancies won't be handpicked by mayors and how Utah's state code forces an open application process. It sounds procedural, but it decides who steers land use, growth, and the choices that shape our cities for decades.What You'll Get in This Episode:St. George mayoral change and council seat mechanicsHurricane, Santa Clara, and Springdale results and close racesHow vacancies are filled by council application and vote—not mayoral appointmentNational outcomes and realistic limits on big-city agendasGovernment shutdown pressure on SNAP benefits for 42 million Americans and air traffic controller payUranium and vanadium mine restart in southeastern Utah: jobs, water treatment, and oversightData centers, grid demand, and nuclear versus solar tradeoffsRedistricting shifts across states and Utah's Prop 4 timelineFed rate cut versus 10-year yield and mortgage myths bustedWashington County housing inventory, absorption rates, and pricing strategyWho's buying, retiree inflows, and stable median prices around $525KFrom local election mechanics to federal shutdown fallout, energy policy, redistricting fights, and what the Fed's cut really means for mortgages and local housing—we connect the dots so you see the bigger picture behind the headlines.If this helped you understand what's really shaping Southern Utah, subscribe, share with a friend, and drop your questions in the comments—we'll feature the best ones on the next live show.Looking for a Real Estate expert? Find us here!www.wealth435.comhttps://linktr.ee/wealth435Below are our wonderful friends!Find FS Coffee here:https://fscoffeecompany.com/Find Tuacahn Amphitheater here:https://www.tuacahn.org/Find Blue Form Media here:https://www.blueformmedia.com/[00:00:00] Live Launch And Format Shift[00:03:54] Southern Utah Election Results[00:11:02] How Vacant Council Seats Get Filled[00:17:59] St. George Mayoral Flip And Impact[00:27:27] Voter Turnout And Growth Pressure[00:34:25] National Results And NYC Shockwaves[00:41:08] Government Shutdown: SNAP And ATC[00:50:15] Uranium And Vanadium Mine Restart[00:58:45] Energy Demand, Data Centers, Costs[01:04:02] Redistricting Fights In Multiple States

Pip analysiert potentielles Playtomic-Investment: Padel-App mit Roll-Up-Struktur. Apple wählt Google Gemini für Siri 2.0 statt OpenAI, zahlt bis zu $1 Milliarde jährlich. Apple plant Budget-MacBooks mit iPhone-Chips. KI-Roboter werden von Niedriglohn-Arbeitern in Indien trainiert durch Imitation menschlicher Tätigkeiten. Uber verhandelt mit Getir über Delivery-Business. Elon Musk erhält $1 Trillion Pay Package bei Tesla-Bewertung von $8,5 Billionen. OpenAI-CFO fordert indirekt Staatsgarantien für Data Center, rudert später zurück. Deutsche Bank sucht Hedges gegen Data-Center-Risiken. Perplexity zahlt Snap für Distribution. Google verhandelt mit Anthropic über weiteres Investment. Jensen Wang warnt: China gewinnt KI-Rennen wegen massivem Energie-Ausbau. Trump-Administration plant Medicare-Abdeckung für GLP-1 Medikamente. Reuters-Report: Meta macht 10% Umsatz mit Scam-Werbung, wissentlich toleriert. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Playtomic (00:15:53) Apple wählt Google für Siri 2.0 (00:19:53) Apple Budget-MacBooks (00:22:05) KI-Roboter Training durch Menschen (00:26:11) Uber-Getir Verhandlungen (00:28:29) Elon Musk Pay Package (00:40:34) OpenAI Business Kunden (00:42:43) Deutsche Bank Data-Center-Hedges (00:49:45) OpenAI fordert Staatsgarantien (00:58:41) Perplexity-Snap Deal (01:01:43) Google-Anthropic Investment (01:07:36) Jensen Wang: China Energie-Vorteil (01:15:48) Airbnb Earnings (01:17:23) Klarna  (01:21:01) Right-Wing Chatbots (01:23:24) Elon Musk fliegende Autos (01:27:55) GLP-1 für Medicare geplant (01:30:19) Reuters: Meta Scam-Umsätze Shownotes 1X Neo - WSJ Apple nutzt Google Gemini für Siri – bloomberg.com Training von KI-Robotern für menschliches Verhalten – latimes.com Uber plant Getir-Deal für Expansion im Liefermarkt – bloomberg.com Tesla-Aktionäre genehmigen Elon Musks $1 Billionen Gehaltspaket – wsj.com OpenAI Business Customer – openai.com Deutsche Bank prüft Absicherungen für Rechenzentren-Exposition – ft.com Exklusiv: OpenAI plant noch keinen Börsengang, sagt CFO – wsj.com OpenAI relativiert Kommentare zur staatlichen Unterstützung für KI-Ausgaben – marketwatch.com Snap schließt 400-Millionen-Dollar-Deal für KI-Suche ab – bloomberg.com Google erwägt größere Investition in Anthropic – businessinsider.com Microsofts ehrgeizige KI-Vision ohne OpenAI – wsj.com Nvidias Jensen Huang: China wird das KI-Rennen mit den USA gewinnen – ft.com Pinterest stürzt um 21% ab, zweitschlechtester Tag durch Zölle – cnbc.com Gelöschte Klarna News – forbes.com Rechtsgerichtete Chatbots befeuern Amerikas politische und kulturelle Kriege – nytimes.com Tesla fliegendes Auto? Elon Musk deutet "unvergessliche" Demo an – axios.com Eli Lilly, Novo Nordisk: Adipositas-Medikamente ab $149, Medicare übernimmt Kosten – edition.cnn.com Meta verdient mit Scam – reuters.com

We are in the era of data centers. They are being built with the speed and intensity of factories during the industrial revolution, and with the same sort of capital attraction. But their high emissions, which are under-reported by companies (we will tell you why!), have left both real estate and tech investors with a dilemma: take advantage of the data center boom or have a portfolio with low emissions. We explore this tension in this episode of Sustainability Now.Helpful Reading: Desire for Data Centers Creates Carbon Dilemma for Property InvestorsHost: Mike Disabato, MSCI Sustainability & ClimateGuests: Tom Leahy, MSCI Solutions; Yoon Young Chung, MSCI Sustainability & Climate.

Charles Payne is joined by Rob Luna, CEO of Luna Venture Partners, to discuss growing concerns in financing new AI data centers, including skepticism on shifts from traditional free cash flow to off-balance-sheet loan financing and the overall urgency of the U.S. to maintain a competitive edge over China in what they liken to a "nuclear arms race." Learn more about your ad choices. Visit podcastchoices.com/adchoices

A new report by the Center for Biological Diversity outlines the threat of AI data centers' carbon emissions and how they can be addressed. 

From the win by a Democratic Socialist in New York City, to Trump's threats against Nigeria, Gerald Horne weighs in on the news. And a majority-Black suburb of Washington, DC continues the fight against a massive, polluting AI data center. Plus headlines on SNAP, Gaza, the "Refuse Fascism" protest, the Black March on the White House, pending strike at Starbucks, and the DC premiere of "Earth's Greatest Enemy" documentary, by journalist Abby Martin, about the impact of the U.S. military on the environment.  The show is made possible only by our volunteer energy, our resolve to keep the people's voices on the air, and by support from our listeners. In this new era of fake corporate news, we have to be and support our own media! Please click here or click on the Support-Donate tab on this website to subscribe for as little as $3 a month. We are so grateful for this small but growing amount of monthly crowdsource funding on Patreon. PATREON NOW HAS A ONE-TIME, ANNUAL DONATION FUNCTION! You can also give a one-time or recurring donation on PayPal. Thank you! “On the Ground: Voices of Resistance from the Nation's Capital” gives a voice to the voiceless 99 percent at the heart of American empire. The award-winning, weekly hour, produced and hosted by Esther Iverem, covers social justice activism about local, national and international issues, with a special emphasis on militarization and war, the police state, the corporate state, environmental justice and the left edge of culture and media. The show is heard on three dozen stations across the United States, on podcast, and is archived on the world wide web at https://onthegroundshow.org/  Please support us on Patreon or Paypal. Links for all ways to support are on our website or at Esther Iverem's Linktree: https://linktr.ee/esther_iverem

In this episode, a16z General Partner Martin Casado sits down with Ovais Tariq, Cofounder and CEO of Tigris Data, to discuss why independent storage is so hard, what operating your own datacenters is like, and what's in store for the future of cloud.ResourcesFollow Ovais on X: https://x.com/ovaistariqFollow Tigris Data on X: https://x.com/tigrisdataFollow Martin on X: https://x.com/martin_casado Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 708: Neal and Toby dive into the ripple effects of the now longest US government shutdown in history. Then, Whole Foods is experimenting with some new store concepts that include robot power and offering products not normally available on shelves. Plus, Google thinks there's a way to solve the AI data center problem of limited space…put 'em up in space! Next, Neal shares his favorite numbers on double major'd students, bright headlights, and indoor plants. Finally, this past World Series may have been the most exciting in recent years.  Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Elyria-Swansea, a largely Latino neighborhood in Denver, has plenty of industrial sources for air pollution: a dog food factory, an oil refinery, a highway. Now, an AI data center is being constructed and threatens to contribute to the area's poor air quality. How are community residents responding? Also on today's show: key points during yesterday's Supreme Court oral arguments over tariffs and a gathering of some world leaders at COP30 in Brazil.

Elyria-Swansea, a largely Latino neighborhood in Denver, has plenty of industrial sources for air pollution: a dog food factory, an oil refinery, a highway. Now, an AI data center is being constructed and threatens to contribute to the area's poor air quality. How are community residents responding? Also on today's show: key points during yesterday's Supreme Court oral arguments over tariffs and a gathering of some world leaders at COP30 in Brazil.

Today's guest is Greg Ratcliff, Chief Innovation Officer at Vertiv. With 30 years of experience leading technology teams and global innovation initiatives, Gregory offers deep expertise in data, IoT, and digital infrastructure. Ratcliff joins Emerj Editorial Director Matthew DeMello to discuss how enterprise leaders can scale AI effectively by building the right infrastructure and addressing key bottlenecks. Gregory also shares practical strategies for modular, hybrid data environments, bridging talent gaps, and improving operational efficiency across AI workflows. Join an exclusive circle of AI leaders shaping the conversation in business. Share your AI adoption story and be considered as a future guest on the 'AI in Business' podcast. Apply now at emerj.com/expert2.This episode is sponsored by Pure Storage. See how your brand can partner with Emerj to share insights and reach decision-makers. Get started at emerj.com/ad1.

Wisconsin's Ron Johnson says he's onboard with the idea of killed the Senate filibuster rule after President Donald Trump pushed for the idea. That's a change in course from Johnson's opposition when Democrats held the majority. We Energies is looking to add a nearly 3 gigawatts of new power generation in Wisconsin to meet the demands of data centers. Then, we hear insight on where to venture into fall recreation.

Qualcomm (QCOM) faced pressure post-earnings. Some of that downside action is attributed to the company's pivot from Apple (AAPL), argues Jim Kelleher. Qualcomm's loss of the Mag 7 giant's modem business is something he expects to add long-term concerns. Ben Bajarin says the company has new potential through data centers, a strong point he and Jim both see in Qualcomm's earnings. Ben explains how the company can capitalize on growing A.I. needs.======== 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

With Matt under the weather, Robert goes solo with the help of podcast producer Mollee Albinger asking the questions. We dig into the aftermath of the Democratic sweep in the off year elections this week. What does it mean for the ending of the government shutdown and the fight to save liberal democracy? Meanwhile, still unwilling to negotiate with Democrats over health care costs, Trump doubles down on his calls on Senate Republicans to end the filibuster, and Ron Johnson flips to support the President. Is ending the filibuster one of the only good things for democracy Trump may accomplish? We also dig into the trumped up political scandal focused on the Department of Instruction's handling of teacher misconduct cases, more revelations on the massive environmental and economic costs of the Data Centers, plus Marathon County cooperation with ICE, and book banning in the Milwaukee burbs.

What if your concrete mix could cut a data center's power bill by 15%? In this episode of the Concrete Logic Podcast, host Seth Tandett talks with Frank Stankunas Sr., Frank Stankunas Jr., and James Cordeiro from Silverback Concrete about a concept most engineers haven't thought about—thermal resistivity in concrete. They explain how low rho concrete helps data centers shed heat faster, take pressure off the grid, and extend the life of buried electrical infrastructure. You'll hear how they're testing mixes that hit rho values in the 20s, why quality control is everything, and why engineers need to stop “copying and pasting” specs from old jobs. By the end, you'll see why thermal resistivity may be the next big efficiency play in the world's fastest-growing utility - data. What You'll Learn • What thermal resistivity (rho) actually measures in concrete. • How low rho concrete reduces power bills and protects the grid. • Why inconsistent mixes can cause “thermal runaway” in cables. • How soil type and aggregate selection affect heat dissipation. • What testing and verification look like for low rho concrete. • Why some engineers are still unaware of rho's importance. • How Silverback's “Game Changer” mix is redefining performance. • What collaboration between engineers and contractors could unlock next. Chapters 00:00 – Introduction to Thermal Resistivity in Concrete 01:48 – Understanding Thermal Resistivity and Its Importance 05:21 – Comparing Standard Concrete Mixes to Low Rho Concrete 09:08 – Testing and Verifying Thermal Resistivity 12:37 – Quality Control and Consistency in Concrete Mixes 16:22 – The Role of Engineers in Specifying Rho Values 20:05 – Innovative Approaches to Reducing Heat in Data Centers 23:37 – Conclusion and Future Directions for Concrete Technology Guest Info Frank Stankunas Sr. – President, Silverback Concrete fstankunas@silverbackconcrete.co Frank Stankunas Jr. – Vice President, Silverback Concrete fstankunasjr@silverbackconcrete.co James Cordeiro – Director of Strategic Development, Silverback Concrete jcordeiro@silverbackconcrete.co https://www.silverbackconcrete.co Concrete Logic Academy Earn your PDHs the logical way. Explore practical courses made for contractors, engineers, and producers. Free trial: https://www.concretelogicacademy.com Support the Podcast Support the show and be listed as a Producer for life on the episode page: https://www.concretelogicpodcast.com/support KUIU Affiliate Link: https://www.concretelogicpodcast.com/kuiu Media & Sponsorship Inquiries: seth@concretelogicpodcast.com Podcast Partners Intelligent Concrete At Intelligent Concrete, we combine lab precision with field expertise to help you understand what your concrete is telling you. Our services include mix troubleshooting, forensic and petrographic testing, performance-based specification and admixture development, and training for engineers, contractors, and producers. Whether you're chasing consistency, durability, or answers after a failure, Intelligent Concrete delivers the data and insight to solve problems and improve performance. Learn more: https://www.concretelogicpodcast.com/intelligent-concrete Credits Produced by Jodi Tandett & Concrete Logic Media Music by Mike Dunton — https://www.mdunton.com Connectivity Host: Seth Tandett Concrete Visionary | Business Development at Baker Construction | Host of the #1 Concrete Podcast LinkedIn: https://www.linkedin.com/in/sethtandett/ YouTube: https://www.youtube.com/@concretelogicpodcast Website: https://www.concretelogicpodcast.com If you learned something new, share this episode with your team and help more engineers and builders think logically about concrete. Until next time, let's keep it concrete!

Be warned, my friends.  They are poisoning the land, food, water, air, and allopathic medicine is poisoning you even further after their other poisons bring you to your doctor in a poor state of health.Your LINKS:Get Dr Monzo's Whole Food Supplements for your 90 Essential Revitalizing Nutrients here: https://SemperFryLLC.comClick His Picture on the Right for the AZURE WELL products and use code BB5 for your discount.Join Dr. Glidden's Membership site:https://leavebigpharmabehind.com/?via=pgndhealthCode: baalbusters for 25% OffFind clickable portals to Dr Monzo and Dr Glidden on Dan's site, and it's the home of the best hot sauce, his book, and Clean Source Creatine-HCL.Subscribe to the NEW dedicated channel for Dr Glidden's Health Solutions Showhttps://rumble.com/c/DrGliddenHealthShowPods & Exclusives AD-FREE! Just $5/mohttps://patreon.com/c/DisguisetheLimitsDon't be a schmoe, Support the Show!Become a supporter of this podcast: https://www.spreaker.com/podcast/ba-al-busters-broadcast--5100262/support.

We analyze the spies you don't recognize, the Digital Cheka and the devices and systems they use to pull off the sorcery of surveillance.Your LINKS:Get Dr Monzo's Whole Food Supplements for your 90 Essential Revitalizing Nutrients here: https://SemperFryLLC.comClick His Picture on the Right for the AZURE WELL products and use code BB5 for your discount.Join Dr. Glidden's Membership site:https://leavebigpharmabehind.com/?via=pgndhealthCode: baalbusters for 25% OffFind clickable portals to Dr Monzo and Dr Glidden on Dan's site, and it's the home of the best hot sauce, his book, and Clean Source Creatine-HCL.Subscribe to the NEW dedicated channel for Dr Glidden's Health Solutions Showhttps://rumble.com/c/DrGliddenHealthShowPods & Exclusives AD-FREE! Just $5/mohttps://patreon.com/c/DisguisetheLimitsDon't be a schmoe, Support the Show!Become a supporter of this podcast: https://www.spreaker.com/podcast/ba-al-busters-broadcast--5100262/support.

Welcome to The Trade Talks Live, where we celebrate the blue-collar trades and everything they stand for! Join us every weekday from 10-11 AM as we dive into national news, review trade websites, and share tips on mindset growth to help you succeed. Don't miss this hour of insights, inspiration, and practical advice! A big thank you to Leak-Pro for sponsoring this episode of The Trade Talks Live! Register for my FREE webinar! www.justmetroger.com LeakPro provides state-of-the-art leak detection solutions specifically designed for plumbers, helping professionals pinpoint hidden leaks with accuracy and efficiency. By utilizing advanced acoustic technology and digital sensors, LeakPro allows plumbers to reduce unnecessary damage, saving time and money on every job. LeakPro's tools are essential for detecting slab leaks, pipe leaks, and irrigation system failures without invasive measures. Whether working in residential or commercial plumbing, LeakPro offers cutting-edge solutions that enhance service quality. For more information, visit www.leak-pro.com or call 1-888-853-2577. Tradesmen built America. This is the "Blue Collar Channel"... Where you can listen to the top tradespeople around the world. Everything you need to learn about getting into the trades, becoming the best tradesman, starting your own business, and using networking and social media... To GROW in the trades!!!

Zohran Mamdani is elected mayor of New York City, China expresses support for Nigeria following President Trump's military threats, multiple people are injured after a man drives into pedestrians on a French island, Mark Carney unveils a CA$280 billion budget, the U.S. Supreme Court weighs the legality of Trump's emergency tariffs, Democrats win the governor races in Virginia and New Jersey, a UPS cargo plane crashes in Louisville in a deadly accident, a manhunt is underway in the U.K. for a mistakenly released prisoner, Typhoon Kalmaegi causes major destruction in the Philippines, and Google announces an initiative to launch AI data centers into space.    Sources: www.verity.news

Elon Musk's company xAI is building massive data centers in Memphis, promising economic transformation. But at what cost? Abby is joined by Strong Towns Blog Editor and podcast host Asia Mieleszko to dissect the billion-dollar AI infrastructure boom and explore why cities keep falling for "shiny object urbanism." ADDITIONAL SHOW NOTES Hear more from Asia on the brand-new podcast Stacked Against Us! "Elon Musk Gambles Billions in Memphis to Catch Up on AI" by Alexander Saeedy, The Wall Street Journal (October 2025) "Shiny Object Urbanism" by Billy Cooney "Where's the Wealth?" by Charles Marohn‍ Abby Newsham (X/Twitter) Theme Music by Kemet the Phantom. Hey listener! You hear from us all the time, but today we want to hear from you. We want your feedback on this podcast and any other Strong Towns podcast you like to listen to. Please fill out this quick survey to share your thoughts: strongtowns.org/survey   This podcast is made possible by Strong Towns members. Click here to learn more about membership.

Google Research is detailing a new research initiative they're calling Project Suncatcher, the blueprints for a constellation of solar-powered satellites carrying Tensor Processing Units to operate as space-based AI data centers. US President Donald Trump has renominated Jared Isaacman to become Administrator of NASA after withdrawing his initial nomination just this past May. China's crewed spacecraft Shenzhou‑20, docked at the Tiangong space station since April 24th, has unfortunately had its return to Earth postponed. And, more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. Selected Reading Exploring a space-based, scalable AI infrastructure system design Trump renominates Musk ally Jared Isaacman to run NASA months after withdrawal SEALSQ, WISeKey and Swiss Armed Forces advance quantum-secure satellite security  Our October 14 show: Are satellites vulnerable to eavesdropping?  China's Shenzhou-20 return mission delayed due to space debris impact- Reuters  ESA - Sentinel-1D and Ariane 6 ready for liftoff Rocket Lab - 'The Nation God Navigates' Launch Astronomer captures 2 meteors slamming into the moon (video) | Space Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.   Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

More than 570,000 Hoosiers receive federal food benefits — including nearly 150,000 people across Central Indiana. Indiana voters decided several school tax questions Tuesday. The most-watched was in Avon, where a statewide official weighed in. The company behind a proposed data center in the Martindale Brightwood neighborhood filed a rezoning application with the city. The 25th anniversary of the Indianapolis LGBT Film Festival is the weekend. 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 and Abriana Herron, with support from News Director Sarah Neal-Estes.

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Faça sua assinatura! www.resumido.cc/assinatura--Um estudo derrubou a hipótese de estarmos vivendo em uma simulação, mesmo que sigamos tentando nos reconectar com o real, nem que seja via live streaming. Mais de 1 milhão de pessoas falam de suicídio com ChatGPT, com uma pesquisa dizendo que IA pode induzir à psicose. Alheia a isso tudo, NVIDIA é avaliada em US$ 5 tri e Amazon corta 14 mil empregos.Quanto custa ser real?No RESUMIDO #337: estudo matemático diz que não estamos vivendo em uma simulação, live streaming é o antídoto da IA, mais de um milhão de pessoas expressam intenções suicidas ao ChatGPT toda semana, estudo alerta para psicose induzida por IA, NVIDIA ultrapassa cinco trilhões de dólares, China quer instalar data centers no fundo do oceano e muito mais!--Ouça e confira todos os links comentados no episódio: https://resumido.cc/podcasts/alugue-um-amigo-online-para-ferias-falsas-ia-erra-metade-das-noticias-cama-inteligente-travada

The equipment that fills data centers is evolving rapidly, driven by the need to fulfill the seemingly insatiable appetite of AI applications. The Open Compute Project (OCP) was founded by Meta/Facebook to promulgate equipment standards and its annual Summit has grown from a small specialized gathering, to an event that strains the capacity of the San Jose Convention Center. Senior research analyst Perkins Liu returns to offer his take on this meteoric growth with host Eric Hanselman. AI requirements are pushing ever greater scale both logically and physically, with the width of server racks doubling in the Open Rack Wide (ORW) specification to support greater density and better serviceability. The OCP Foundation is also working on silicon interoperability and is setting specifications for chiplet integration. Liquid cooling has moved from a nice to have feature to a required capability as a means to dissipate the huge amount of energy drawn by ever denser GPU arrays. Energy delivery is changing with the advent of higher voltage DC power. The early OCP efforts on 48 volt DC are paling in the face of new 800 volts designs. The OCP Foundation is also expanding its mission to include education, with the establishment of the OCP Academy. It aims to raise workforce skills in open hardware and will offer online training in data center technologies. That underscores not only the expansion of the OCP Foundation's mission, but also the increasing scale of the ecosystem that supports data center environments and complexity and interdependency that AI creates.   More S&P Global Content: Sustainability continues to drive datacenter infrastructure evolution Webinar: Talk to the Expert - Artificial intelligence, datacenters and energy: Is APAC ready for th… For S&P Global subscribers: Air cooling remains prevalent, but liquid cooling is gaining momentum – Highlights from VotE: Datac… Adjusted definitions of datacenter markets in China align with socioeconomic processes Datacenters increasingly use direct current to cope with AI workloads Credits: Host/Author: Eric Hanselman  Guest: Perkins Liu Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan's Commodities Group.They explore why U.S. energy market signals are failing to support new capacity investments, despite soaring demand (especially from datacenters).  Key issues include misaligned pricing, liquidity constraints, and hedging challenges, all of which deter long-term private capital.Key Takeaways: Current price signals don't support investment in new generation, even as large load growth (e.g., datacenters) is accelerating. Market structures must evolve to better reflect long-term price signals and attract private capital. Supply-side issues: New natural gas peakers and battery storage (BESS) face fragmented development, rising CAPEX, procurement delays, and tariff risks. Industry response: Major consolidation in the IPP space—private equity-backed assets are being acquired by integrated players seeking scale for hyperscaler deals.Possible solutions may include Repricing of forward curves, Government-backed long-term contracts, Regulatory reforms, Technological advancements Bottom line: Something must shift—be it policy, pricing, or tech—to align investment incentives with future demand growth. The next several years should be great for traders in the middle of the action.Conclusion: Between the Large Load Growth and the Investment Capital, who will blink first?   ------------  Bryan Long is an Executive Director in JPMorgan's Commodities Group, focused on wholesale power & renewable energy transactions. With 20yrs+ experience across various U.S. Power trading, origination and management roles, he has deep understandings of electricity market structures.    

In this episode of Crazy Wisdom, host Stewart Alsop sits down with Cryptogaucho to explore the intersection of artificial intelligence, crypto, and Argentina's emerging role as a new frontier for innovation and governance. The conversation ranges from OpenAI's partnership with Sur Energy and the Stargate project to Argentina's RIGI investment framework, Milei's libertarian reforms, and the potential of space-based data centers and new jurisdictions beyond Earth. Cryptogaucho also reflects on Argentina's tech renaissance, its culture of resilience born from hyperinflation, and the rise of experimental communities like Prospera and Noma Collective. Follow him on X at @CryptoGaucho.Check out this GPT we trained on the conversationTimestamps00:00 – Stewart Alsop opens with Cryptogaucho from Mendoza, talking about Argentina, AI, crypto, and the energy around new projects like Sur Energy and Satellogic.05:00 – They dive into Argentina's growing space ambitions, spaceport plans, and how jurisdiction could extend “upward” through satellites and data sovereignty.10:00 – The talk shifts to global regulation, bureaucracy, and why Argentina's uncertainty may become its strength amid red tape in the US and China.15:00 – Discussion of OpenAI's Stargate project, AI infrastructure in Patagonia, and the geopolitical tension between state and private innovation.20:00 – Cryptogaucho explains the “cepo” currency controls, the black market for dollars, and crypto's role in preserving economic freedom.25:00 – They unpack RIGI investment incentives, Argentina's new economic rules, and efforts to attract major projects like data centers and nuclear reactors.30:00 – Stewart connects hyperinflation to resilience and abundance in the AI era, while Cryptogaucho reflects on chaos, adaptability, and optimism.35:00 – The conversation turns philosophical: nation-states, community networks, Prospera, and the rise of new governance models.40:00 – They explore Argentina's global position, soft power, and its role as a frontier of Western ideals.45:00 – Final reflections on AI in space, data centers beyond Earth, and freedom of information as humanity's next jurisdiction.Key InsightsArgentina as a new technological frontier: The episode positions Argentina as a nation uniquely situated between chaos and opportunity—a place where political uncertainty and flexible regulation create fertile ground for experimentation. Stewart Alsop and Cryptogaucho argue that this openness, combined with a culture forged in crisis, allows Argentina to become a testing ground for new models of governance, technology, and sovereignty.The convergence of AI, energy, and geography: OpenAI's deal with Sur Energy and plans for a data center in Patagonia signal how Argentina's geography and resources are becoming integral to the global AI infrastructure. Cryptogaucho highlights the symbolic and strategic power of Argentina serving as a “southern node” for the intelligence economy.Economic reinvention through RIGI: The RIGI framework offers tax and regulatory advantages to major investors, marking a turning point in Argentina's attempt to attract stable, high-value industries such as server farms, mining, and biotech. It represents a pragmatic balance between libertarian reform and national development.Crypto and currency freedom: Cryptogaucho recounts how Argentina's crypto community arose from necessity during hyperinflation and currency controls. Bitcoin and stablecoins became lifelines for developers and entrepreneurs locked out of traditional banking systems, teaching the world about decentralized resilience.AI abundance and human adaptation: The discussion draws parallels between hyperinflation's unpredictability and the overwhelming speed of AI progress. Stewart suggests that Argentina's social adaptability, born from scarcity and instability, may prepare its citizens for a future defined by abundance and rapid technological flux.Network states and new governance: The conversation explores Prospera, Noma Collective, and the idea of city-scale governance networks. These experiments, blending blockchain, law, and community, are seen as prototypes for post-nation-state organization—where trust and culture matter more than geography.Space as the next jurisdiction: The episode ends with an exploration of space as a new legal and economic domain. Satellites, data centers, and orbital communication networks could redefine sovereignty, creating “data islands” beyond Earth where information flows freely under new kinds of governance—a vision of humanity's next frontier.

Episode 4896: If You Dont Quit We Will Win; Debt Piles On Around AI Data Centers