Podcasts about data centers

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of additional load has been provided by Wind and Solar, despite the permanent attacks from the fossil fuel lobby.To make sense of the current situation in Texas, and also talk about the future, with unbelievable projections, full of AI and Datacentres, we have the pleasure of welcoming Arusha Sharma Frank.Arushi Sharma Frank is an energy policy expert with deep expertise in distributed energy resources (DERs) and virtual power plants (VPPs). She pioneered ERCOT frameworks for grid-integrated VPPs and the integration of batteries on the Grid, while at Tesla where she worked between 2020 and 2024. Arushi was a key architect of the Texas Public Utility Commission's Aggregated DER pilot, enhancing grid resilience post-Winter Storm Uri.  The Lone Star State is at the crossroads: will the additional load arrive? Are the renewables in danger? Can fossil fuels make a come-back, or are we seeing this wrongly, as the new model suggest that it is all about flexibility.Finally, the best source for information on renewable energy in Texas is Doug Lewin: www.douglewin.com

Inside Meta's Data Center Shift brings together custom silicon, cooling innovation, and AI-optimized storage. Our experts analyze the tradeoffs, benefits, and future of this direction.Try AI Box: ⁠⁠https://aibox.ai/AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

E oggi il commento di Mario Ajello ci parla della maxi -inchiesta milanese di cui l'inviata Claudia Guasco tratteggia le ultime novità, con l'inviato Lorenzo Vita andiamo a Gaza con l'ultimo bombardamento che indigna anche l'Italia, l'approfondimento di Prima pagina oggi riguarda i data center, i magazzini virtuali dei dati, quindi lo spettacolo con Umbria Jazz raccontata da Michele Bellucci.

Governor Josh Shapiro says he wants to be sure Pennsylvania plays a key role in developing artificial intelligence, as well as providing the energy needed to support it. Speaking at an energy and A-I summit in Pittsburgh this week, Shapiro said the state's skilled workforce and natural gas reserves helped attract a $20 billion dollar investment in new data centers recently pledged by Amazon. A number of large-scale data center projects were announced across the state including a $15 billion project planned for the Carlisle area, a $6 billion project in the Lancaster area and a $5 billion project planned for York County. A nonprofit group that helps unemployed people stay in their homes is calling for state property reassessment laws to be updated. The lawsuit could affect property owners across the state. Another attempt is being made to eliminate local property taxes in Pennsylvania: This latest effort, in the form of an amendment to the state Constitution, is co-sponsored by state Senator Doug Mastriano of Franklin County. It would prohibit school districts from collecting property taxes beginning July first, 2029 and require the General Assembly to come up with another funding method for public schools. Some state lawmakers are taking another shot at legalizing adult cannabis use in Pennsylvania. Senators Daniel Laughlin and Sharif Street, as well as Representatives Emily Kinkead and Abby Major introduced bipartisan recreational cannabis bills just four days apart. Both bills incentivize minority, women and veteran-owned small businesses to open dispensaries across the state. Pennsylvania is one of 49 states sharing in a 20 million dollar settlement with drug maker Gilead Sciences. It stems from a lawsuit which accused Gilead of illegally providing financial and other incentives to medical personnel in exchange for promoting and prescribing its HIV medications. Danville-based Geisinger is eliminating nearly 100 Geisinger Health Plan positions as part of an "operational restructuring" amid financial challenges that include a $231 million operating loss last year. Four independent voters in Pennsylvania are asking the state Supreme Court to rule that the closed primary system violates the state constitution. They filed a lawsuit arguing that keeping independents out of primaries effectively denies them the right to vote in many districts where primaries determine the outcome. The 260th York State Fair kicks off Friday. and runs through the following weekend until Sunday, July 27th. Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

Youtube Channel: https://www.youtube.com/@GenerativeAIMeetup Mark's Travel Channel: https://www.youtube.com/@kumajourney11 Mark's Channel: https://www.youtube.com/@markkuczmarski896 Gen AI Meetup: https://genaimeetup.com/ Shashank Linked In: https://www.linkedin.com/in/shashu10/  Mark Linked in: https://www.linkedin.com/in/markkuczmarski/ 

Inside INdiana Business Radio for the morning of July 17, 2025. Logistics Realty plans a $10 billion data center campus near Frankfort aimed at a major tech client. Indiana students show improvement in math on the 2025 ILEARN exam, though reading scores remain flat. Also: Biome Edit nears approval for a poultry health product, Mooresville's Nice-Pak to be acquired, Purdue launches a space engineering degree, and White Lodging names two new executives. Get the latest business news from throughout the state at InsideINdianaBusiness.com.

Stephen Grootes speaks to Jan Vermeulen, Editor at Mybroadband about African countries' concerns over being left behind in the global data center landscape and the potential for citizen data to be stored in foreign countries. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

They use up massive amounts of electricity and water, strain state resources, and get hundreds of millions of dollars in tax subsidies. So what benefits do data centers actually bring to Illinois residents? Reset digs into this question with Sarah Moskowitz, executive director of Citizens Utility Board, and Brett Chase, environmental reporter for the Chicago Sun-Times. For a full archive of Reset interviews, head over to wbez.org/reset.

Jul 16, 2025 –This podcast is a replay of one of our most fascinating book interviews, The Dark Cloud. In this conversation, award-winning investigative journalist Guillaume Pitron takes us behind the scenes of our digital world to uncover the immense...

In this conversation, Jaeden discusses Meta's ambitious plans to build a massive five gigawatt AI data center, named Hyperion, as part of Mark Zuckerberg's renewed focus on artificial intelligence. The conversation explores the competitive landscape of AI infrastructure, highlighting the challenges and strategies of various tech companies, including energy concerns related to data centers. Jaeden emphasizes the importance of government involvement in energy production to support the growing demands of AI technology.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutChapters00:00 Meta's Ambitious AI Data Center Plans02:47 The Competitive Landscape of AI Infrastructure06:06 Energy Challenges in AI Development08:53 Government's Role in AI and Energy Production

A new deal with Brookfield Asset Management will yield the company 3,000 megawatts of hydroelectric power. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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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.

This week, Jazmin talked to us about an audit of the Department of Education and Robert talked to us about issues surrounding a data center in Oldham County.

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.

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

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

The NDX was the only index to climb higher on the session, thanks to Nvidia's (NVDA) strong rally after the U.S. rescinded A.I. chip export restrictions on China for the company. Meta Platforms (META), Alphabet (GOOGL), and CoreWeave (CRWV) all seek to expand their A.I. capabilities through a pipeline of new data center deals. Big banks kicked off earning season with mixed results. Marley Kayden takes investors through a busy day on Wall Street.======== 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

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

We moeten het hebben over Prometheus en Hyperion. Dan denk je misschien aan personages uit Transformers, maar het zijn toch écht de nieuwe projecten van Meta. Het moederbedrijf van Facebook wil namelijk gigantische datacenters met die namen bouwen. Datacenters waar Meta volgens eigen zeggen honderden miljarden dollars aan wil uitgeven. Mark Zuckerberg heeft een missie en dat is dat zijn Meta de AI-kampioen wordt. Hij wil de achterstand op bedrijven als Microsoft ombuigen in een voorsprong. Deze aflevering kijken we of dat niet ten koste gaat van de financiën van het bedrijf. Betalen beleggers niet zijn nieuwe fiasco?Hebben we het ook over Nvidia. Het is topman Jensen Huang gelukt: hij heeft exportrestricties weggewerkt. Van de Trump-regering mag hij bepaalde chips nu tóch naar China exporteren. Leuk voor hem, maar het lijkt erop dat Trump hiermee de Chinezen machtiger maakt. Machtig mooi zijn ook de kwartaalcijfers van drie grote Amerikaanse banken. JP Morgan, Citigroup en Wells Fargo komen met goede cijfers, al zitten er wel wat schoonheidsfoutjes in. Ook moeten beleggers een flinke waarschuwing verwerken van JP Morgan-baas Jamie Dimon. Die waarschuwt voor een waslijst aan slecht nieuws. Ook in deze uitzending: Robinhood is klaar voor de S&P500, maar de S&P500 negeert het bedrijf Aandeel TomTom beleeft extreem volatiele beursdag Allereerste Tesla-showroom geopend in India G20 is steeds meer de G19: Amerika komt steeds niet opdagen See omnystudio.com/listener for privacy information.

Inside INdiana Business Radio for the morning of July 15, 2025. Marian University is launching a new program designed to address Indiana's ongoing teacher shortage. A Newton County manufacturer has acquired a company headquartered in Illinois. Plus, the mayor of Michigan City is shutting down talks of a proposed data center project. Get the latest business news from throughout the state at InsideINdianaBusiness.com.

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NVIDIA bekommt von der Trump-Administration grünes Licht und darf den H20 Chip in China verkaufen. Die Tech-Euphorie wird durch diese Meldung gespeist, zumal dadurch auch eine voranschreitende Stabilisierung im Handelskonflikt beider Nationen signalisiert wird. Laut Bloomberg soll Trump heute außerdem $70 Milliarden an Investitionen in die KI-Stromversorgung melden. Google plant über die nächsten zwei Jahre $25 Mrd. in die Stromversorgung für Data Center und KI-Infrastruktur zu investieren. Ansonsten setzt die Wall Street darauf, dass die für den 1. August angedrohte Ausweitung der Zölle gegenüber den wichtigsten Handelspartnern in dieser Form nicht kommen werden. Der TACO-Trade bleibt somit in Takt. Die vor dem Opening gemeldeten Ergebnisse aus dem Bankensektor halten die optimistische Stimmung ein und fallen überwiegend solide aus. BlackRock, JP Morgan, die Citigroup und Wells Fargo konnten die Ertragsziele jeweils schlagen. Da Wells Fargo die erwarteten Netto-Zinseinnahmen senkt, steht der Wert aber eicht unter Druck. Die Aktien von Trade Desk werden ab Freitag im S&P 500 aufgenommen, mit vorbörslich starken Kursgewinnen. Wir haben außerdem viele positive Analystenstimmen zum Tech-Sektor. Die Ziele für Google, Meta, Microsoft und Netflix werden angehoben. Was Inflation betrifft, lagen die Juni-Verbraucherpreise lagen so ziemlich im Rahmen der Ziele. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

NVIDIA bekommt von der Trump-Administration grünes Licht und darf den H20 Chip in China verkaufen. Die Tech-Euphorie wird durch diese Meldung gespeist, zumal dadurch auch eine voranschreitende Stabilisierung im Handelskonflikt beider Nationen signalisiert wird. Laut Bloomberg soll Trump heute außerdem $70 Milliarden an Investitionen in die KI-Stromversorgung melden. Google plant über die nächsten zwei Jahre $25 Mrd. in die Stromversorgung für Data Center und KI-Infrastruktur zu investieren. Ansonsten setzt die Wall Street darauf, dass die für den 1. August angedrohte Ausweitung der Zölle gegenüber den wichtigsten Handelspartnern in dieser Form nicht kommen werden. Der TACO-Trade bleibt somit in Takt. Die vor dem Opening gemeldeten Ergebnisse aus dem Bankensektor halten die optimistische Stimmung ein und fallen überwiegend solide aus. BlackRock, JP Morgan, die Citigroup und Wells Fargo konnten die Ertragsziele jeweils schlagen. Da Wells Fargo die erwarteten Netto-Zinseinnahmen senkt, steht der Wert aber eicht unter Druck. Die Aktien von Trade Desk werden ab Freitag im S&P 500 aufgenommen, mit vorbörslich starken Kursgewinnen. Wir haben außerdem viele positive Analystenstimmen zum Tech-Sektor. Die Ziele für Google, Meta, Microsoft und Netflix werden angehoben. Was Inflation betrifft, lagen die Juni-Verbraucherpreise lagen so ziemlich im Rahmen der Ziele. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

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

Meta announced the construction of Hyperion, a data center expected to provide five gigawatts of computational power, and plans to launch the Prometheus super cluster in 2026. These projects are designed to strengthen Meta's artificial intelligence capabilities and compete with companies like OpenAI and Google DeepMind. The data centers require significant energy and water resources, with reports of local impacts such as water shortages. Other tech companies, including OpenAI and xAI, are also expanding AI infrastructure. Federal officials have expressed support for increased energy production to meet AI industry demands, and experts estimate data centers could account for 20 percent of U.S. energy consumption by 2030.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

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.

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?

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.

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

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