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In a high-profile speech, Canadian Prime Minister Mark Carney recently declared "We are in the midst of a rupture, not a transition." US government officials and many others interpreted the comment to refer at least in part to the dramatic developments in US-Canada relations in the past year. Meanwhile, the US and Canadian energy systems are deeply interconnected. Join host David Sandalow as he talks with AJ Goulding, a leading power market expert based in Toronto, to discuss power prices, data centers and the implications of US-Canadian tensions on the energy systems in both countries. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices
WORST DAY EVER for SILVER Cold Snap in Florida – Massive Critter Drop New Fed Chair named Pausing on space PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - WORST DAY EVER for SILVER - Cold Snap in Florida - Massive Critter Drop - New Fed Chair named - Pausing on space Markets - Bitcoin plunges - Crypto "winter" - Deep dive into January economic results - USD rises from multi-month low - EM still powered ahead - ELON - PT Barnum move Cold Snap - On February 1, 2026, Florida faced a significant drop in temperatures, reaching a record low of 24°F (-4°C) in Orlando. This marked the lowest temperature recorded in February since 1923. - Iguanas dropping from tress all over the streets - Iguanas can survive temperatures down to the mid-40s Fahrenheit (around 7°C) by entering a "cold-stunned" state, where they appear dead but are just temporarily paralyzed and immobile; however, prolonged exposure to temperatures in the 30s and 40s, especially below freezing, can be lethal, particularly for smaller individuals, leading to tissue damage and organ failure. - They get sluggish below 50°F (10°C) and fall from trees as they lose grip. - The Florida Fish and Wildlife Conservation Commission (FWC) issued Executive Order 26-03 on Friday, allowing residents to collect and surrender cold-stunned green iguanas without a permit during an unprecedented cold weather event. Right on Schedule - Remember we talked about how the Nat Gas price was going to reverse, just as quickly as it spikeed? - Nat gas down 25% today - down about 28% from recent high - Still about 50% higher than it was before the spike. THIS! - Nvidia Corp. Chief Executive Officer Jensen Huang said the company's proposed $100 billion investment in OpenAI was “never a commitment” and that the company would consider any funding rounds “one at a time.” - “It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.” Then Oracle announced that it will do a fundraiser in the form of equity and debt - needs to fund more datacenter build-out. - What happened to the OpenAI $300 Billion committment? - Or is the money that NVDA "committed to OpenAi, that they must have committed to Orcle, not a committment - GIGANTIC CIRCLE JERK Fungus - -Interesting - Did you know? Botrytis cinerea, a fungus causing grey mold, affects grapes by causing bunch rot, ruining fruit in high humidity. - While it often destroys crops, specific dry, warm conditions can transform it into "noble rot," concentrating sugars and creating high-value dessert wines (e.g., Sauternes, Tokaji) with honeyed, raisin-like, and apricot flavors. January Economic Review Employment — Job growth was nearly flat in December, with 50,000 new jobs added and earlier months revised lower. — Unemployment dipped slightly to 4.4%, but it's still higher than it was a year ago. — Long-term unemployment didn't change and remains high, and the labor force participation rate slipped to 62.4%. — Average hourly earnings rose 0.3% in December and are up 3.8% over the past year. — Weekly jobless claims stayed close to last year's levels, showing a labor market that is cooling but not weakening sharply. FOMC / Interest Rates — The Federal Reserve kept interest rates unchanged at 3.50%–3.75%. — Most policymakers agreed the economy continues to grow at a solid pace, though job gains are slowing and inflation remains above target. — Two committee members supported a small rate cut, but the majority preferred to wait. - Fed Chair Powell: Clearly, a weakening labor market calls for cutting. A stronger labor market says that rates are in a good place. It isn't anyone's base case right now that the next move will be a rate hike. - The economy has once again surprised us with its strength. Consumer spending numbers overall are good, and it looks like growth overall is on a solid footing. - Upside risks to inflation and downside risks to employment have diminished, but hard to say they are fully in balance. We think our policy is in a good place. - Overall, it's a stronger forecast since the Fed's last meeting. Haven't made any decisions about future meetings, but the economy is growing at a solid pace, the unemployment rate is broadly stable and inflation remains somewhat elevated, so we will be looking to our goal variables and letting the data light the way for us. - Most of the overrun in goods prices is from tariffs. We think tariffs are likely to move through, and be a one-time price increase. - Dissent: Miran and Waller (Miran is a admin shill and Waller wanted job as Fed Chair) GDP & Federal Budget — Economic growth remained strong in Q3 2025, with GDP rising at an annualized 4.4% driven by strong spending, higher exports, and reduced imports due to tariffs. — Investment was mixed, with business spending increasing while housing activity declined. — The federal deficit for December rose to $145 billion, though the fiscal year-to-date deficit is slightly smaller than last year. Inflation & Consumer Spending — Personal income and consumer spending rose moderately in October and November. — Inflation, measured by the PCE index, increased 0.2% in both months and roughly 2.7% year-over-year. — The Consumer Price Index rose 0.3% in December, with shelter, food, and energy all contributing. — Producer prices also increased, though 2025 producer inflation slowed compared to 2024. Housing — Existing home sales rose in December, but the number of homes for sale is still low. — Prices dipped a bit from November but remain higher than they were a year ago. — New-home sales in October were steady compared with the prior month but much higher than last year. — New-home prices fell compared to 2024, though they are still high relative to long-term norms. Manufacturing — Industrial production rose 0.4% in December and was up 2.0% for the year. — Manufacturing output increased, while mining activity declined and utility output jumped. — Durable goods orders grew sharply in November, driven by a big increase in transportation equipment, pointing to strong demand in key industries. Imports & Exports — Import and export prices rose slightly through November 2025. — The goods trade deficit widened in November because exports fell while imports increased. — For the year so far, both exports and imports are running above 2024 levels, though the overall trade deficit remains larger. Consumer Confidence — Consumer confidence fell sharply in January after improving in December. — Both views of current conditions and expectations for the future weakened, with expectations dropping well below the level that often signals recession risk. Earnings — Roughly one-third of S&P 500 companies have reported Q4 earnings, and overall results are strong. — 75% of companies have beaten EPS estimates, though this is slightly below long-term averages. Revenue beats remain solid at 65%. — Companies are reporting earnings 9.1% above estimates, which is well above the 5-and 10-year surprise averages. — The S&P 500 is on track for 11.9% year-over-year earnings growth, marking the 5th straight quarter of double-digit earnings growth. — Eight of eleven sectors are showing positive year-over-year earnings growth, led by Information Technology, Industrials, and Communication Services. — The Health Care sector shows the largest earnings declines among lagging categories. — The forward 12-month P/E ratio sits at ~22.2, elevated relative to 5-and 10-year averages, signaling continued optimism despite tariff and cost concerns. — FactSet also notes the S&P 500 is reporting a record-high net profit margin of 13.2%, the highest since 2009. INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ S3XY No More - Tesla is ending production of the Model S sedan and Model X crossover by the end of Q2 2026 to focus on autonomous technology and humanoid robots (Optimus). - Do we have any idea with the TAM for either of these are? - Huge assumptions that Robotaxi will be a bug part of the global transportation. But, what if it isn't? - Unproven being built, taking out the proven - investors were not too happy about this...Stock was down after earnings showed continued sluggish EV sales and BIG Capex for Robotaxi refit, robots and chip manufacturing. But... - Friday - not to allow TESLA stock to move down tooo much. - With SpaceEx looking for an IPO in June - valuations have moved from $800B to 1.5T supposedly. - Now there is discussion of merging in xAI and possibly Tesla - Tesla shares dropped after earnings FED CHAIR PICK - Drumroll: Kevin Warsh - Seems like a good pick from the aspect of experience and ability - Deficit reducer? - More hawkish than market expected? - Announce Friday after several leaks in the morning And then... - Silver futures plummeted 31.4% to settle at $78.53, marking its worst day since March 1980. -It was down 35% during the day - the worst daily plunge ever on record. - It was the worst decline since the March 1980 Hunt Brothers crash. - The sharp moves down were initially triggered by reports of Warsh's nomination. - However, they gained steam in afternoon U.S. trading as investors who piled into the metals raced to book profits.- USD Spiked higher - Gold was down 10% - GOLD saw a drop of 10% to the close - 12% intraday - this was also a record - Bitcoin is down 25% from its recent level 2 weeks ago - ALL BEING BLAMED ON THE FED CHAIR PICK -- QUESTION - Will Trump back-peddle this OR talk to supporters in congress or tell them not to confirm him if markets continue to act squirrely? Fed Statement and Rates - Fed out with statement - no change on rates - Changes: Inflation up, employment steady, economy strong - Does not bode for much in the way of cuts - probably on hold though end of Powell term Apple Earnings - Apple reported blowout first-quarter earnings on Thursday, and predicted growth of as much as 16% in the current quarter, matching the period that just ended. - Sales could be even better, Apple said, if the company just secure enough chips to meet its customers' iPhone demands. - The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. - Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. - “The constraints that we have are driven by the availability of the advanced nodes that our SoCs are produced on, and at this time, we're seeing less flexibility in supply chain than normal,” Apple CEO Tim Cook said. - Stock up slightly - no great moves.... Blue Origin - Blue Origin will pause tourist flights to space for “no less than two years” to prioritize development of its moon lander and other lunar technologies. - The decision reflects Blue Origin's commitment to the nation's goal of returning to the Moon and establishing a permanent, sustained lunar presence. - The pause in tourist flights grounds the company's reusable New Shepard rocket, which has sent more than 90 people to the edge of space and back to experience brief periods of weightlessness. - Datacenters on the Moon? (sounds like a Pink Floyd album) Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Every gold rush is followed by a hangover. That's been true throughout history. It happened during Tulip Mania from 1634-1637. There was a gold rush in railways in the 1830's in the UK and then later in the 1870's to the 1890's in the US and Canada. There was an actual gold rush in 1896-1899 in the Klondike region of the Yukon close to the border with Alaska. It happened with automobiles in the early 1900's. It happened in radio and then in TV, and then with the Internet. But seriously folks, this time it's different, this AI thing is here to stay and the projections for its impact on the economy are well quantified. There are an increasing number of tools that are showing maps of both existing and planned data centres. The limiting factor for new data center investments is often described as being infrastructure related. That means optical fibre, large supply of base load electricity, and in many cases, ample water supply to provide cooling. The latest tool is a new open source database on a map called The IM3 Open Source Data Center Atlas. It provides locations and facility footprints (when available) of existing and projected data centers across the United States (U.S.).-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
Synopsis: An AI revolution is underway, but so is the resistance.This show is made possible by you! To become a sustaining member go to LauraFlanders.org/donateDescription: An AI revolution is underway, but so is the resistance. People across the country are feeling the strain of the huge energy-sucking data processing centers that AI requires, and telling their elected officials to slow down or stop new big tech projects for firms like OpenAI, Amazon, Google, Facebook and Microsoft. Data from a 2025 Pew study shows that only 17 percent of Americans think AI will have a positive impact over the next 20 years. But it's a David vs. Goliath battle. Today's guests say AI expansion is not a red or blue issue; it's about who gets to decide how human and natural resources are distributed, who controls the technology, and who stands to benefit. Faiz Shakir is the Founder and Executive Director of the labor-focused news platform More Perfect Union, and serves as a political advisor for Senator Bernie Sanders. John Cassidy, staff writer at the New Yorker, is the author of the recent book, “Capitalism and Its Critics: A History: From the Industrial Revolution to AI”, in which he draws our attention back to the Luddites, the 18th century workers whose revolt deserves our closer attention. Plus, our correspondent's coverage of a shocking scene at a public comment meeting in Wisconsin when a local woman was arrested and dragged away. If AI is the new face of capitalism, what is the new alternative?“Luddites, when I was growing up, was a term of abuse. It was people who were sort of antediluvians and didn't understand the modern world. . . . They understood the modern world as it was in their times perfectly, and they saw it was moving against them, and they saw that the political system wasn't coming to their defense.” - John Cassidy“. . . There's more and more pushback, which hopefully portends the possibility that a lot of these communities can strike better deals if they are going to have data centers. There's no reason why we can't be asking that the teachers are well paid, that the electricity rates don't go up, that we have decent affordable housing in those communities. That is all possible because we're playing with incredible amounts of dollars and deep-pocketed people . . . ” - Faiz ShakirGuests:• John Cassidy: Staff Writer, The New Yorker; Author, Capitalism and Its Critics: A History: From the Industrial Revolution to AI• Faiz Shakir: Founder & Executive Director, More Perfect Union; Political Advisor & Former Campaign Manager, Senator Bernie Sanders Watch the episode released on YouTube; PBS World Channel 11:30am ET Sundays and on over 300 public stations across the country (check your listings, or search here via zipcode). Listen: Episode airing on community radio (check here to see if your station airs the show) & available as a podcast.Full Episode Notes are located HERE.Full Conversation Release: While our weekly shows are edited to time for broadcast on Public TV and community radio, we offer to our members and podcast subscribers the full uncut conversation. Music Credits: “Living The Greatest Lie” by TQX and vocals by Shayna Stelle from the album Global Intimacy released on Extra Celestial Arts; 'Steppin' by Podington Bear, and original sound design by Jeannie Hopper'Support Laura Flanders and Friends by becoming a member at https://www.patreon.com/c/lauraflandersandfriends RESOURCES:*Recommended book:“Capitalism and Its Critics: A History: From the Industrial Revolution to AI” by John Cassidy: *Get the Book(*Bookshop is an online bookstore with a mission to financially support local, independent bookstores. The LF Show is an affiliate of bookshop.org and will receive a small commission if you click through and make a purchase.) Featured Clip Credit: America's Dataland? 1st Amendment Under Attack: There women arrested, produced by Johnathan Klett - Watch the full video Related Laura Flanders Show Episodes:• Naomi Klein & Astra Taylor: Are We Entering “End Times Fascism”?: Watch / Listen: Episode Cut and Full Uncut Conversation• Donna Haraway on Cyborgs, “Oddkin” & Resisting the Monoculture of the Mind: Watch / Listen: Episode Cut and Full Uncut Conversation• The Lucas Plan at 50: A Radical Investment in Society, Not the War Machine: Watch / Listen: Episode Cut and Full Uncut Conversations- Brian Salisbury and Hilary Wainwright Related Articles and Resources:• Small Towns Are Rising Up Against AI Data Centers, “We don't want to be the next Data Center Alley,” by Joe Wilkins, May 4, 2025, Futurism• The AI Backlash Keeps Growing Stronger, by Reece Rogers, June 28, 2025, WIRED• The Dangers of AI and Extreme Wealth Inequality, by David Atkins, January 5, 2026, Washington Monthly• At least four Wisconsin communities signed secrecy deals for billion-dollar data centers, by Tom Kertscher, January 26, 2026, Wisconsin Watch• Anti-data center protesters arrested during Port Washington meeting, by Claudia Levens, Jessie Opoien and Francesca Pica, December 3, 2025, Milwaukee Journal Sentinel• How Sam Altman Outfoxed Elon Musk to Become Trump's AI Buddy, by Keach Hagey, Dana Mattionili and Josh Dawsey, July 17, 2025, The Wall Street Journal• Curtis Yarvin's brave new world: we need a corporate dictatorship to replace a dying democracy' by Boris Munoz, August 19, 2005, El Pais Laura Flanders and Friends Crew: Laura Flanders-Executive Producer, Writer; Sabrina Artel-Supervising Producer; Jeremiah Cothren-Senior Producer; Veronica Delgado-Video Editor, Janet Hernandez-Communications Director; Jeannie Hopper-Audio Director, Podcast & Radio Producer, Audio Editor, Sound Design, Narrator; Sarah Miller-Development Director, Nat Needham-Editor, Graphic Design emeritus; David Neuman-Senior Video Editor, and Rory O'Conner-Senior Consulting Producer. FOLLOW Laura Flanders and FriendsInstagram: https://www.instagram.com/lauraflandersandfriends/Blueky: https://bsky.app/profile/lfandfriends.bsky.socialFacebook: https://www.facebook.com/LauraFlandersAndFriends/Tiktok: https://www.tiktok.com/@lauraflandersandfriendsYouTube: https://www.youtube.com/channel/UCFLRxVeYcB1H7DbuYZQG-lgLinkedin: https://www.linkedin.com/company/lauraflandersandfriendsPatreon: https://www.patreon.com/lauraflandersandfriendsACCESSIBILITY - The broadcast edition of this episode is available with closed captioned by clicking here for our YouTube Channel
Data centers have been around for more than 80 years, so why is everyone talking about (and fighting over) them now? If new data centers get built in nearby communities like Homer City and Springdale, what happens to the environment and our electricity bills? Alice Crow, the lead Pittsburgh reporter for Technical.ly, joins host Megan Harris to explain what exactly a data center is, why our region and state are attractive spots for these facilities, and what we do and don't know about their impact. Read Alice's fantastic data center explainer and check out the Pennsylvania Data Center Proposal Tracker to see if a project's starting near you. Learn more about the sponsor of this February 4th episode: P3R - Use code CITYCAST15 to save 15% off any event registration Become a member of City Cast Pittsburgh at membership.citycast.fm. Want more Pittsburgh news? Sign up for our daily morning newsletter. We're on Instagram @CityCastPgh. Text or leave us a voicemail at 412-212-8893. Interested in advertising with City Cast? Find more info here.
Today's live YouTube Chat Q&A covers the full spectrum—earnings season takeaways, the selloff-to-rebound pattern, and the big debate around Big Tech, AI, and margins. We walk through where tech and AI leadership stand now, whether AI is pressuring software profitability, and the “real world” constraint markets may be underpricing: power demand (including what ERCOT could mean for data-center expansion). We also hit the energy transition angle—why wind/solar intermittency matters, the critical minerals push, and why fundamentals still matter when narratives run hot. On the positioning side, we discuss whether metals look oversold, how to think about “rebound rallies,” and why investor discipline (process, rebalancing, and risk controls) beats chasing headlines. Finally, we shift to planning questions that come up constantly in the chat: Medicare timing (age 65 vs. later), enrolling in your 70s, key pitfalls with Medicare Advantage, and how COBRA fits into the transition. 0:00 - INTRO 0:19- Earnings Season Recap 4:05 - Markets Sell off to Rebound 9:05 - Tech Stocks & AI - Where are We? 10:17 - Is AI Destroying Software Profit Margins? 16:26 - Will ERCOT Pump the Brakes of Data Centers? 19:22 - Wind & Solar Are Not Consistent or Reliable 20:42 - The Critical Mineral Push 22:33 - Fundamentals Matter a Lot 24:19 - Are Metals Over Sold? 27:41 - Investor Discipline & Having a Plan 29:10 - This was Not a Forced Manipulation 30:45 - Leverage on Bitcoin 31:47 - Jumping on Medicare at age 65? 38:44 - Signing Up for Medicare in 70's 40:32 - Be Careful with Medicare Advantage 42:56 - The Thing About COBRA Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: ------- Watch our previous show, "The Trap of Chasing Returns," here: https://youtube.com/live/sKXpfWf8oRs?feature=share -------- The latest installment of our new feature, Before the Bell, "Dip Buyers Step In" is here: https://youtu.be/EY04EexrThs ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SectorRotation #RiskManagement #ReflationTrade #PortfolioRebalancing #BuyTheDip #EarningsSeason #ArtificialIntelligence #BigTech #RiskManagement #Medicare
Data centers are getting a lot of heat right now. There's neighborhood pushback against them for water usage and environmental concerns, and some politicians on both sides of the aisle aren't fans for the same reasons. There's also fear that they could drive up the cost of electricity bills. But that last bit isn't set in stone. Data center electric bill upcharge is not a guarantee. In fact, it is even possible for data centers to cause power bills to go down. Today on the show: the future of your power bill.Related episodes: No AI data centers in my backyard! What AI data centers are doing to your electric billFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
An Amazon data center is set to break ground in Hobart, Ind., this spring. Hobart Mayor Josh Huddlestun says the company will pay the $47 million upfront which could be used for infrastructure improvements. But residents say they still have not received a site plan and are asking for independent environmental impact studies. In the Loop hears from Angelita Soriano, a Hobart resident, and Jen Walling, executive director for the Illinois Environmental Council, which is supporting legislation that would put guardrails on data centers' impact on the environment. For a full archive of In the Loop interviews, head over to wbez.org/intheloop.
Firefox Adds ‘Kill Switch’ to Disable All AI Features in Response to User Skepticism, PayPal Replaces CEO Alex Chriss with Enrique Lores Amidst Performance Concerns and Stock Drop, and Paris Prosecutors Raid X Offices, Summon Musk and Yaccarino in Escalating Probe. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanksContinue reading "SpaceX Acquires xAI for $1.25 Trillion to Build Space-Based AI Data Centers – DTH"
The nation’s largest electric grid operator outlines its plan to manage rapid growth in data center electricity demand. --- PJM Interconnection, the nation’s largest grid operator, is preparing to file a wide-ranging proposal with federal regulators aimed at managing the rapid growth of electricity demand, including AI-driven data centers. The plan stands out as one of the first comprehensive efforts by a grid operator to address surging load from new technologies while maintaining system reliability and limiting cost impacts on consumers. The proposal arrives at a moment when the electric grid is under growing stress. Tightening power supply-demand balances, high-profile grid failures, and a series of narrowly avoided outages have raised concerns about whether the power system can continue to meet demand reliably. At the same time, those pressures have increasingly shown up in electricity prices, which have increased sharply in many areas. PJM’s proposal tries to answer a question grid operators across the country are now facing: how to say “yes” to large new loads without turning reliability into a gamble or costs into an afterthought. The plan lays out a structured approach to integrating data centers and other large loads, with an eye toward keeping commitments realistic and aligning responsibility with impact. Abe Silverman is an assistant research scholar with the Ralph O’Connor Sustainable Energy Institute at Johns Hopkins University and a former general counsel to the New Jersey Board of Public Utilities. Tom Rutigliano is senior advocate for climate and energy at the Natural Resources Defense Council, where his work focuses on PJM. Both participated in the policy discussions surrounding PJM’s proposal, and provide their perspective on its potential impacts on grid reliability, consumers, and the potential rate of datacenter growth. Abe Silverman is an assistant research scholar with the Ralph O’Connor Sustainable Energy Institute at Johns Hopkins University and a former general counsel to the New Jersey Board of Public Utilities. Tom Rutigliano is senior advocate for climate and energy at the Natural Resources Defense Council, where his work focuses on PJM. Related Content Communities Are at Risk If We Don’t Slow the Roll on Data Center Development https://kleinmanenergy.upenn.edu/commentary/blog/communities-are-at-risk-if-we-dont-slow-the-roll-on-data-center-development/ Energy System Planning: New Models for Accelerating Decarbonization https://kleinmanenergy.upenn.edu/research/publications/energy-system-planning-new-models-for-accelerating-decarbonization/ 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.
(February 02, 2026) Tech titans and foreign dignitaries among the powerful men named in the Epstein files. California waits for a star to emerge in the 2026 race for governor. More than 1 in 3 teen boys are gambling, and this is the surprising gateway. Tiny Imperial could be home to state’s biggest data center.See omnystudio.com/listener for privacy information.
Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com
Synopsis: Only 17% of Americans think AI will have a positive impact over the next 20 years: Hear from labor-focused news platform More Perfect Union's Founder Faiz Shakir and NYer staff writer John Cassidy on who gets to decide how human and natural resources are distributed in the age of AI capitalism.This show is made possible by you! To become a sustaining member go to LauraFlanders.org/donateDescription: An AI revolution is underway, but so is the resistance. People across the country are feeling the strain of the huge energy-sucking data processing centers that AI requires, and telling their elected officials to slow down or stop new big tech projects for firms like OpenAI, Amazon, Google, Facebook and Microsoft. Data from a 2025 Pew study shows that only 17 percent of Americans think AI will have a positive impact over the next 20 years. But it's a David vs. Goliath battle. Today's guests say AI expansion is not a red or blue issue; it's about who gets to decide how human and natural resources are distributed, who controls the technology, and who stands to benefit. Faiz Shakir is the Founder and Executive Director of the labor-focused news platform More Perfect Union, and serves as a political advisor for Senator Bernie Sanders. John Cassidy, staff writer at the New Yorker, is the author of the recent book, “Capitalism and Its Critics: A History: From the Industrial Revolution to AI”, in which he draws our attention back to the Luddites, the 18th century workers whose revolt deserves our closer attention. Plus, our correspondent's coverage of a shocking scene at a public comment meeting in Wisconsin when a local woman was arrested and dragged away. If AI is the new face of capitalism, what is the new alternative?“Luddites, when I was growing up, was a term of abuse. It was people who were sort of antediluvians and didn't understand the modern world. . . . They understood the modern world as it was in their times perfectly, and they saw it was moving against them, and they saw that the political system wasn't coming to their defense.” - John Cassidy“. . . There's more and more pushback, which hopefully portends the possibility that a lot of these communities can strike better deals if they are going to have data centers. There's no reason why we can't be asking that the teachers are well paid, that the electricity rates don't go up, that we have decent affordable housing in those communities. That is all possible because we're playing with incredible amounts of dollars and deep-pocketed people . . . ” - Faiz ShakirGuests:• John Cassidy: Staff Writer, The New Yorker; Author, Capitalism and Its Critics: A History: From the Industrial Revolution to AI• Faiz Shakir: Founder & Executive Director, More Perfect Union; Political Advisor & Former Campaign Manager, Senator Bernie Sanders Watch the episode released on YouTube; PBS World Channel 11:30am ET Sundays and on over 300 public stations across the country (check your listings, or search here via zipcode). Listen: Episode airing on community radio (check here to see if your station airs the show) & available as a podcast February 4th, 2026.Full Episode Notes are located HERE.Full Conversation Release: While our weekly shows are edited to time for broadcast on Public TV and community radio, we offer to our members and podcast subscribers the full uncut conversation. Music Credit: 'Thrum of Soil' by Bluedot Sessions, 'Steppin' by Podington Bear, and original sound design by Jeannie HopperSupport Laura Flanders and Friends by becoming a member at https://www.patreon.com/c/lauraflandersandfriends RESOURCES:*Recommended book:“Capitalism and Its Critics: A History: From the Industrial Revolution to AI” by John Cassidy: *Get the Book(*Bookshop is an online bookstore with a mission to financially support local, independent bookstores. The LF Show is an affiliate of bookshop.org and will receive a small commission if you click through and make a purchase.) Featured Clip Credit: America's Dataland? 1st Amendment Under Attack: There women arrested, produced by Johnathan Klett - Watch the full video Related Laura Flanders Show Episodes:• Naomi Klein & Astra Taylor: Are We Entering “End Times Fascism”?: Watch / Listen: Episode Cut and Full Uncut Conversation• Donna Haraway on Cyborgs, “Oddkin” & Resisting the Monoculture of the Mind: Watch / Listen: Episode Cut and Full Uncut Conversation• The Lucas Plan at 50: A Radical Investment in Society, Not the War Machine: Watch / Listen: Episode Cut and Full Uncut Conversations- Brian Salisbury and Hilary Wainwright Related Articles and Resources:• Small Towns Are Rising Up Against AI Data Centers, “We don't want to be the next Data Center Alley,” by Joe Wilkins, May 4, 2025, Futurism• The AI Backlash Keeps Growing Stronger, by Reece Rogers, June 28, 2025, WIRED• The Dangers of AI and Extreme Wealth Inequality, by David Atkins, January 5, 2026, Washington Monthly• At least four Wisconsin communities signed secrecy deals for billion-dollar data centers, by Tom Kertscher, January 26, 2026, Wisconsin Watch• Anti-data center protesters arrested during Port Washington meeting, by Claudia Levens, Jessie Opoien and Francesca Pica, December 3, 2025, Milwaukee Journal Sentinel• How Sam Altman Outfoxed Elon Musk to Become Trump's AI Buddy, by Keach Hagey, Dana Mattionili and Josh Dawsey, July 17, 2025, The Wall Street Journal• Curtis Yarvin's brave new world: we need a corporate dictatorship to replace a dying democracy' by Boris Munoz, August 19, 2005, El Pais Laura Flanders and Friends Crew: Laura Flanders-Executive Producer, Writer; Sabrina Artel-Supervising Producer; Jeremiah Cothren-Senior Producer; Veronica Delgado-Video Editor, Janet Hernandez-Communications Director; Jeannie Hopper-Audio Director, Podcast & Radio Producer, Audio Editor, Sound Design, Narrator; Sarah Miller-Development Director, Nat Needham-Editor, Graphic Design emeritus; David Neuman-Senior Video Editor, and Rory O'Conner-Senior Consulting Producer. 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Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com
On this week's show, we bring you more highlights from the 2026 Kentucky Conservation Committee's Legislative Summit that was held online on Sunday afternoon, January 25th. You can learn more about it and find links to all the great materials referenced at https://kyconservation.org/legislative-summit-2026 The Summit includes a review of conservation legislation and trainings on key conservation and environmental issues in Kentucky to provide you with all the necessary advocacy tools you need during the 2026 Kentucky General Assembly and beyond. These sessions included a broad look at the anticipated topics of the 2026 General Assembly, related federal legislative issues, basic training on ways for citizens to engage as a “citizen lobbyist”, plus tips on how to be more effective with your legislative advocacy in a virtual world or in person. On today's show, we take a deep dive into two environmental issues that have been very threatening to communities throughout the Commonwealth, but particularly in Appalachia: flooding and the construction of hyperscale data centers. After a brief welcome from KCC Director, Lane Boldman, you'll hear from Brian Storz, the Licking River Basin Coordinator at the Kentucky Division of Water on nature-based solutions for stormwater mitigation. After that, we switch gears to hear from Max Moran and Janet Garrison, two citizen activists with the “We are Mason County” Citizen's Group who have been mobilizing at a grassroots level to resist the steamrolling of data center developers over the health and wellbeing of their neighbors. Explore these great resources: View Brian Storz's Presentation Slides on Green Sink Stormwater Mitigation at https://drive.google.com/file/d/1T6z9gwKJ4nkpc8qrkpvPuDwhdpX28FJn/view?usp=sharing Nature's Solutions for Stormwater Management: https://drive.google.com/drive/u/0/folders/13muZspC-g1HgtXP9LDfIQSoQjZMzVA4J Building a Flood Resilient Kentucky: https://drive.google.com/file/d/1HHpbDgj8B8X508C5ThrROLjv-RWbUge3/view?usp=sharing VIDEO of the presentation on data centers is at https://vimeo.com/1158645052 Presentation Slides: Data Centers and Community Action: https://drive.google.com/file/d/13OOBpwSNoJe47y9UFuFhrPL1yZVEv1Y-/view?usp=sharing KCC webpage on data centers: https://kyconservation.org/data KCC one-pager on data centers: https://drive.google.com/file/d/1KrXAucfipI5QRLDoqA9XqNYqOx85vphG/view?usp=sharing On Truth to Power each week, we gather people from around the community to discuss the state of the world, the nation, the state, and the city! It's a community conversation like you won't hear anywhere else! Truth to Power airs every Friday at 9pm, Saturday at 11am, and Sunday at 4pm on Louisville's grassroots, community radio station, Forward Radio 106.5fm WFMP and live streams at https://www.forwardradio.org
Episode 428 of Boss Hog of Liberty is available now. Host voices are Jeremiah Morrell, Zach Burcham, and Bash Crider. The Henry County Data Center passed the County Commissioners by a vote of 2-1. The community is divided on the result. Local elections are open for candidates to sign up right now. Will we have competitive races for Commissioner or Council this cycle? Everyone is digging out from 9” of snow and sub zero temperatures. In Sports, Bill Belichick has been snubbed by the Hall of Fame and some legendary Colts are getting the blame. The Olympics are starting. One Hoosier (Nick Goepper) and an Indy 500 veteran (Simona De Silvestro) are going to be participating. Finally, Bash Crider gives us an update on the Church Street gym and an urgent need to raise $20,000. Learn more about your ad choices. Visit megaphone.fm/adchoices
The China Aerospace Science and Technology Corporation (CASC) has shared plans to develop space-based data centers. A SpaceX Falcon 9 vehicle launched the GPS III-9 Space Vehicle 09 for the US Space Force (USSF). The US Space Systems Command (SSC) has released a draft request for proposals (RFP) for the Hybrid Architecture and Development for Experimental Systems, or HADES, contract, 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. T-Minus Guest Our guest today is Brian Miske, Americas Space Leader for KPMG. You can connect with Brian on LinkedIn, and find out more about KPMG on their website. Selected Reading China plans space‑based AI data centres, challenging Musk's SpaceX ambitions- Reuters U. S. Space Force Field Commands successfully launch GPS III Space Vehicle 09 into orbit Space Systems Command Issues Draft RFP for HADES Contract NASA's SpaceX Crew-12 Begins Quarantine for Space Station Mission York Space Systems Announces Pricing of Upsized Initial Public Offering NASA's Arcstone Instrument Successfully Completes Primary Mission 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
On this TJPS Truth In Transit investigation, I visited Landover, Maryland, where locals in Prince George's County are resisting the development of massive high-scale AI data centers. I go over the detrimental effects these facilities are having on the environment and on communities across the country. In this one-hour and six-minute report, you will see firsthand what it's like to be on the front lines and how community organizing and local activism are effectuating change. Please subscribe for free at tjpsnews.com for more content from The Jeremiah Patterson Show!Please support The Jeremiah Patterson Show so we can continue to report and make new special investigative reports like this! RESISTANCE E-BOOK: https://linktr.ee/tjpsnewsDonate: tjpsnews.com/donateCashapp: $tjpsnewsGoFundMe: https://www.gofundme.com/f/support-jeremiah-pattersons-independent-journalism
#podcast #politics #progressives #Democrats #Michigan #JuliaPulver #Protesting #PoliticalViolence #MAGA #Trump #Republicans #ICE #Immigration #ElissaSlotkin #MAGAMurderBudget #Race #Racism #WorkingClass #Oligarchy #CorporateCorruption #GovernmentCorruption #Tyranny #Authoritarianism #WhiteChristianNationalism #Democracy #LeftofLansing 00:00-13:53: ICE Funding, ICE in MI, Duggan & ICEPat Johnston devotes his entire monologue on how ICE recruiting seems geared towards radical white supremacists while ICE received a mammoth boost in funding thanks to the Republican MAGA Murder Budget. But makes it clear that some Democrats refuse to our demands to Abolish ICE, including current Independent Michigan gubernatorial candidate Mike Duggan, who promised to work with The Trump Regime's ICE Gestapo while mayor of Detroit. 13:54-44:26: Julia Pulver on Protesting MattersMichigan progressive voice & activist, and RN, Julia Pulver, talks with Pat about why protesting matters in these times of Trump, ICE, data centers, and more. Julia says protesting is Democracy in Action, and the more we make our voices heard, the better a chance we have at forcing real political change. We're seeing that already in Minneapolis as protesting helped shine a spotlight on the brutal invasion of ICE in American cities. Visit Julia Pulver on BlueSkye.44:27-48:50: Last Call MI MAGA Attacks CourtsIn this week's "Last Call," the MAGA Republican majority in the Michigan House is threatening the state Supreme Court by saying it would cut judiciary funding if The Court rules in favor of a rule prohibiting ICE from arresting people in courthouses. 48:51-51:05: EndingPlease, subscribe to the podcast, download each episode, and give it a good review if you can!leftoflansing@gmail.comLeft of Lansing is now on YouTube as well!leftoflansing.comMusic provided by Wanderbeats. To hear the latest project, visit Space Leopard on various streaming sites, or visit: https://www.youtube.com/@SpaceLeopardNOTES:Julia Pulver "Why Should We Continue Peacefully Protesting" speech at the Birmingham Unitary Church from January 25, 2026. https://www.youtube.com/watch?v=iaYFYqIXFHg"Fallout from Alex Pretti killing: Trump administration facing widespread criticism." By Brian Martucci of The Minnesota Reformer "Anti-ICE Detroit protesters call on Peters and Slotkin to ‘stand firm' in opposing DHS funding." By Katherine Dailey of Michigan Advance "Detroit Mayor Mike Duggan: City will continue to work with ICE." By Niraj Warikoo & Dana Afana of The Detroit Free Press "Michigan House Republicans threaten judicial funding over proposed court rule on ICE arrests." By Katherine Dailey of Michigan Advance "Trump's ICE force is sweeping America. Billions in his tax and spending cuts bill are paying for it." By Lisa Mascaro of PBS News "ICE “Wartime” Recruiting Effort Targets Gun & Military Lovers Using White Nationalist Messaging." By Democracy NOW! w/ Amy Goodman "Duggan's campaign draws big money from Trump supporters and wealthy GOP donors." By Steve Neavling of Detroit Metro Times
I cannot tell you how many questions I've gotten about legal issues surrounding data centers on rural land. Chris Nichols, an attorney who has worked on these deals in a number of different capacities, joined me to chat about the various legal issues that arise, questions folks should be asking, and what the future might look like when it comes to data centers. Contact Info for Chris Nichols Website Phone: 806-771-1850 Links to Topics Mentioned on the Show Podcast episode on options and rights of first refusal Thank you to our 2026 Podcast Sponsors!
As artificial intelligence drives unprecedented growth in electricity demand, data centers are rapidly becoming some of the largest—and most consequential—loads on the U.S. power grid. Utilities that haven't seen meaningful load growth in decades now face mounting interconnection backlogs, rising costs, and growing concerns about reliability, emissions, and equity.In this episode of People, Places, Planet, host Sebastian Duque Rios is joined by Dalia Patino-Echeverri of Duke University and Aroon Vijaykar of Emerald AI to explore whether load flexibility offers a way forward. They examine how data centers and AI stress today's grid, how modest and carefully designed curtailment could unlock significant new capacity without overbuilding infrastructure, and what emerging technologies and policies—from flexible interconnection to software-driven demand response—could mean for electricity affordability, grid reliability, and the future of AI development in the United States.The Driving Forces Behind a New Wave of Electricity Demand (2:12)What's Constraining the Grid? (6:18)Rethinking Grid Limits through Load Flexibility (17:20)Inside a Flexible Data Center (40:13)What This Means for Policy, Costs, and Emissions (54:13)Learn more by reading about Emerald AI's pilot in Phoenix and Duke's report on load growth and flexibility, Rethinking Load Growth: Assessing the Potential for Integration of Large Flexible Loads in US Power Systems. ★ Support this podcast ★
Some Democrats in Congress want to slow or stop the construction of new data centers, saying they're wreaking havoc on electricity and water usage. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus: The Trump administration warns South Korea against targeting U.S. tech companies amid rising trade tensions. And Amazon will shut down Amazon Go and Amazon Fresh stores. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
US data centre announcements are averaging 435MW a month, and there's around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to meet their energy demands. It's one of the biggest infrastructure challenges in energy right now: how to deliver reliable, fast power without derailing climate and decarbonisation goals. Joining interim host Bridget van Dorsten is Akhil Batheja, Director of Technology Strategy at Bloom Energy, to unpack why fuel cells have moved from “interesting clean technology” to the epicentre of the data-centre power conversation - and what that shift means for utilities, energy projects, and energy policy.Together they discuss how solid oxide fuel cells differ from turbines, engines and batteries - from efficiency and permitting advantages to “Lego block” scalability - and why “time to power” is becoming the defining metric for data center owners. Bridget and Akhil explore grid resilience and the realities of operating off-grid campuses, how fuel cells can handle spiky AI workloads using supercapacitors, and why a future high-voltage DC architecture could reshape data-centre efficiency. Finally, they look at pathways to cleaner fuels, including hydrogen, renewable energy-linked fuels like biogas/RNG, and carbon capture, plus the role of energy finance and green finance in accelerating climate change solutions across the energy transition.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The gaping maw of the AI data centre beast is threatening to devour all energy and water on the planet. Awakened to this threat, people are organizing. This is the story of the fight against the data centres.
AI data centers are driving rapid demand growth, exposing the limits of traditional electricity forecasting and planning. --- Electricity demand in the United States is rising fast, fueled in large part by the rapid expansion of AI data centers. Grid operators have repeatedly revised their demand forecasts upward as they try to anticipate how much new power these facilities, along with other emerging loads such as advanced manufacturing and crypto mining, will require. In January, however, something unexpected happened. PJM Interconnection, the nation’s largest grid operator, lowered its demand growth outlook, just weeks after a capacity auction driven by expectations of booming demand produced record high prices. Estimating how much electricity new data centers and other large loads will actually add to the grid is difficult, and the uncertainty cuts both ways. Overestimating demand can leave consumers paying for grid infrastructure that never gets fully used. Underestimating it can threaten reliability. All of this is playing out as the rapid buildout of data centers is increasingly framed as a question of economic competitiveness and national security. On the podcast, Shana Ramirez and Arne Olson of Energy and Environmental Economics argue that while improving forecast accuracy remains important, uncertainty itself needs to play a more central role in how the grid is planned and governed. In a recent E3 paper, they lay out why demand forecasts will remain imperfect, and why grid rules and planning processes should be designed to work across a range of possible outcomes rather than relying on a single view of the future. Ramirez and Olson discuss the reliability and cost challenges this uncertainty creates and describe governance approaches that could help the power system remain reliable and affordable as new loads come online. Shana Ramirez is director, asset valuation and markets at E3. Arne Olson is a senior partner at E3. Related Content: Boomtowns in the Battery Belt: Risks and Opportunities of Clean Energy Investments in Small Towns of America https://kleinmanenergy.upenn.edu/research/publications/boomtowns-in-the-battery-belt-risks-and-opportunities-of-clean-energy-investments-in-small-towns-of-america/ Energy System Planning: New Models for Accelerating Decarbonization https://kleinmanenergy.upenn.edu/research/publications/energy-system-planning-new-models-for-accelerating-decarbonization/ 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.
At the beginning of the year, we predicted the story to watch in 2026 would be the future of data centers in Madison. Well, the city has declared that this year will NOT be the year of data centers. Earlier this month, the Madison Common Council unanimously passed a one-year moratorium on new data center construction. Host Bianca Martin talks with District 3 Alder Derek Field, a sponsor of the ordinance, about what the council is hoping to achieve with the pause.
In this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electrification. Patricia Barreto, senior principal analyst from the metals & mining research team at S&P Global Energy CERA, breaks down the numbers behind copper's critical role in the energy transition and sheds light on why copper prices soared to record highs in January. Eric Saderholm, managing director of exploration at American Pacific Mining Corp., explains the on-ground realities of bringing new copper supply online and discusses how recent policy changes are affecting the industry. The conversation also covers China's dominance in smelting capacity, US critical mineral policies, and why the industry's ability to scale production will determine whether the global energy transition succeeds or stalls.
Data centers in space have been a hot topic in the last few months as a potential future solution to the limitations of running massive data centers on Earth. Ramon.Space, which builds edge computing and onboard processing systems has been preparing for this future for years. In this episode, Ramon.Space CEO Avi Shabtai shares the concept of a distributed architecture data center in space, with many satellites acting as nodes in a mesh network. Avi envisions a fleet of satellites forming a large data center, with each satellite capable of computation, storage, and other capabilities. He explains the tech behind the headlines, and shares his predictions for how data centers in space might take shape over the next five to ten years. This episode of On Orbit is sponsored by Ramon.Space
Today from SDPB - an alleged drug smuggling behind state prison walls leads to 11 people charged, leaders of both Legislative Chambers combined to tackle data centers and a Democratic lawmaker puts a school lunch bill through committee with bipartisan support.
Click on the podcast for an interesting look at an evolving economic and political landscape, as two union leaders discuss their support for new tech development projects that environmental organizations often oppose. Jason Small of the Montana AFL-CIO, and Riley […] The post Montana Labor Pitching the Facts on Data Centers first appeared on Voices of Montana.
Ciena is expanding from its telecom optical roots to become a critical enabler of AI-driven data-center infrastructure. In this episode of Bloomberg Intelligence's Tech Disruptors podcast, Ciena Executive Advisor Scott McFeely joins BI analyst Woo Jin Ho to discuss how the company's optical technology has evolved alongside hyperscale cloud and AI workloads, from coherent optics and WaveLogic DSPs to optical pluggables for scale across applications. They also explore how AI is reshaping optical demand around and inside the data center, Ciena's move deeper into the rack through its Nubis acquisition and how its expansion into AI changes its intermediate-term growth trajectory.
395 - Inside the Insane World of Data Center ConstructionEver wonder what it takes to power a modern data center? We dive into the mind-boggling world of data center construction, where a single rack can draw 160 kilowatts of power—four times what an entire house uses—and facilities need hundreds of them. From 3,000-amp chillers to forklift chargers to life-changing proposals, this is a behind-the-scenes look at the massive scale, tight timelines, and high stakes of building the infrastructure that powers our digital world.
SUMMARY DEL SHOW Wall Street opera mixto tras nuevas tensiones comerciales: Trump menciona posibles aranceles del 25% a importaciones de Corea del Sur; el impacto se modera por falta de confirmación inmediata. Lidera el $US100 (+0.86%), seguido por el $SPX (+0.42%), mientras el $INDU retrocede (-0.18%); en premarket brillan $MU, $GM y $INTC, pero salud cae con fuerza. En corporativo: $MSFT recibe aprobación para 15 data centers en Wisconsin, $QBTS firma acuerdo de $20M con Florida Atlantic University y $DIS avanza con Disneyland Abu Dhabi.
A £500m plan to redevelop East London's historic Truman Brewery has sparked a bitter row in Brick Lane. The proposed scheme features new retail and restaurant units, a cinema, private housing and, controversially, a data centre. The plans have divided residents, businesses and politicians ahead of a critical local council election.In this episode, host Tamara Kormornick speaks to The Standard's business editor Jonathan Prynn about what's at stake for the local area, and the borough of Tower Hamlets. She also heads to the Brick Lane institution to hear from business owners ahead of the crucial planning decision. Hosted on Acast. See acast.com/privacy for more information.
2026 is shaping up to be a turning point year for the Democrats in Colorado. Internal disagreements on hot topics like data centers and AI threaten to divide the state's governing party, while important June primaries for the top statewide offices have many lawmakers looking to the future. So, as the legislature convenes for what will be Gov. Jared Polis' final session in control of the veto pen, what will the Dems be able to agree on? Politics contributor Deep Singh Badhesha joins host Bree Davies and producer Paul Karolyi to talk about Polis' last big projects, the internal Democratic divisions, yet another budget deficit, and why everyone can't stop talking about “affordability.” Paul mentioned Sam Brasch's reporting on the dueling data center bills for CPR and the heavily amended Kelly Loving Act that passed last year. Bree talked about the episode we made with Sam about the data centers already operating in Denver. For even more news from around the city, subscribe to our morning newsletter Hey Denver at denver.citycast.fm. Follow us on Instagram: @citycastdenver Chat with other listeners on reddit: r/CityCastDenver Support City Cast Denver by becoming a member: membership.citycast.fm What do you think? Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 Learn more about the sponsors of this January 26th episode: Denver Art Museum Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise
The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI Group), Laurent and Gerard cut through the noise to deliver a clear-eyed view of where the infrastructure market really stands today. 2025 smashed fundraising records, with c.USD300bn raised, but it also laid bare an uncomfortable truth: this is a market in consolidation mode. Capital is concentrating fast, and the biggest platforms are pulling further ahead. Global Infrastructure Partners set a new benchmark with its USD25.2bn Fund V, the largest infrastructure fund ever raised. Macquarie closed more than USD8bn for Infrastructure Partners VI, including co-investments, while Blackstone raised USD5.5bn for Strategic Partners Infrastructure IV, the largest infrastructure secondaries fund to date. Brookfield, KKR, Copenhagen Infrastructure Partners, and Ardian were also among the clear winners. Scale matters, and the leaders are taking an ever-larger share of the pie. Fundraising may look healthier on the surface, but the process has become longer and harder. Time on the road has stretched to around 25 months, meaning a large portion of the capital “raised” in 2025 was secured across 2023 and 2024. This is not a detail; it is the clearest symptom of the barbell dynamic now dominating infrastructure fundraising, where capital flows either to the very largest platforms or to highly differentiated specialists. Sector trends are also evolving. Airports and toll roads, written off after COVID, are back in favour. Social infrastructure is fading. ESG has been reset, not abandoned, and gas infrastructure is once again being embraced, often relabelled as energy transition to make it palatable. Datacenters sit at the centre of everything, hoovering up capital and pulling renewables and grid infrastructure along with them. The discussion goes straight at the hard questions: are genuinely new sectors emerging, can today's giants realistically keep getting bigger, and is there still room for ultra-specialised strategies? The answer is increasingly clear. Bigger is not automatically better. Investors are becoming far more selective, and many are shifting capital toward focused, mid-market funds that offer expertise rather than sheer scale. -----Berlin Infrastructure Conference – 24 to 27/3https://www.peievents.com/en/checkout/?peievcc-event-id=113021 Link to Nat Bullard – 200 pages yearly deck https://www.nathanielbullard.com/presentations
Data centers used to fuel artificial intelligence are popping up all over the country, and they're becoming a midterm issue for voters that's now drawing White House attention, as NPR's Deepa Shivaram reports.Support NPR and hear every episode of Trump's Terms sponsor-free with NPR+. Sign up at plus.npr.org.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Tell us what you think of the show! The scale of energy demand in Northern California has reached a historic inflection point. With a 10 GW pipeline of data center demand—enough load to power more than 7.5 million homes—utility planners at Pacific Gas and Electric (PG&E) are navigating a high-stakes race against time, infrastructure limits, and the laws of physics.To better understand how PG&E is turning these challenges into opportunities, we connected with two people who are doing exactly that for the company every single day. Austin Hastings is Vice President, Gas Engineering at PG&E while Mike Medeiros is Vice President, Strategic Commercial Solutions at PG&E.Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com
Pittsburgh Post-Gazette employees found out from the paper’s owners earlier this month that the publication plans to shut down at the start of May. Now, a dispute has broken out among members of the paper’s union and other staff members about what to do next. If all the ice and snow has you down – we may have the antidote: The 197th Philadelphia Flower show opens in about a month and the Pennsylvania Horticultural Society has a preview of what to expect. Despite cold, icy and snowy weather, this is the time of year that gardeners and farmers lay the groundwork – so to speak – for the next season’s crops. In Philadelphia, one nonprofit is creatively acquiring and repurposing vacant lots to do just that. As scientists learn more about the harms of PFAS chemicals and microplastics, researchers are trying to find new ways to remove them from drinking water. And a deep dive into the potential impact of data centers on the Susquehanna River: Andrew Dehoff, executive director of the Susquehanna River Basin Commission joins us for a conversation about how data centers typically use water, the alternatives, and whether the Susquehanna would be able to support water usage at data centers currently proposed for Central Pennsylvania. In uncertain times, our community counts on facts, not noise. Support the journalism and programming that keep you informed. Donate now at www.witf.org/givenow. And thank you. Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.
For more than a year, plans for a $10 billion data center have been quietly moving forward in Imperial County.By some estimates, it could rank among the largest data centers in the world.The center would use immense amounts of energy and water. But the developer is openly trying to avoid California's environmental review process.We sit down with KPBS reporter Kori Suzuki to discuss his three-part investigation digging into the controversy.Guest:Kori Suzuki, South Bay and Imperial Valley reporter, KPBS
A union representing 31,000 Kaiser nurses and health care workers is set to start an open-ended strike tomorrow morning. Demonstrations are taking place across Southern California after federal agents shot and killed a second protester in Minnesota on Saturday. And how a San Gabriel Valley community came together to push back on a controversial project. Plus, more. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.com Visit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency!Support the show: https://laist.com
We are knee deep into earnings season, and WSJ's Take On the Week co-hosts Telis Demos and Miriam Gottfried dive right into what companies they'll be keeping an eye on this week. Our hosts compare the divergent strategies of Chevron and ExxonMobil as they navigate geopolitical instability in Venezuela and a push for cheap oil from President Trump. Telis and Miriam highlight some rising and and not-so-rising stars in the AI story: Seagate and Meta. Then they look at the return of the “Sell America” trade amid recent policy volatility and tariffs After the break, Miriam is joined by Greg Peters, co-chief investment officer for public fixed income at PGIM, the asset management business of Prudential Financial, to discuss the risks facing the bond market. Peters explains why the market shrugged off recent concerns over Fed independence. Next, he shares how he hedges the winner-take-all risk in the AI buildout. And finally, Peters shares his biggest concern as an investor over the next year. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's private equity reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Chevron's Dilemma in Venezuela: Support Trump's Vision Without Losing Money Trump's $50 Oil Price Goal Is Doable, but Painful AI Is Causing a Memory Shortage. Why Producers Aren't Rushing to Make a Lot More. Meta Lays Off 1,500 People in Metaverse Division Trump Calls Off Tariffs on Europe Over Greenland Japan's Long-Dated Bond Yields Hit Record Highs For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
BitGo went public, the first crypto IPO of 2026! Plus, analysis on inflows into digital asset products, Bitcoin gaming app ZBD raising $40 million, and longtime Ethereum social media app Farcaster announced its founder is stepping down. Subscribe to all things Blockspace: Podcast, Newsletter, Events Welcome back to The Blockspace Podcast! Today, Charlie and Will to talk about a massive week in markets and compute. We break down BitGo's $2.1 billion IPO valuation and why the New York Stock Exchange's move toward tokenized securities and instant settlement is a game changer for TradFi. The duo also discusses Blockspace's acquisition of Bitcoin Layers, Zebedee's $40M Series C, and the controversial exit of the Farcaster founding team. Finally, we look at how OpenAI and Microsoft are handling grid upgrades and why Coinbase is building a "Quantum Avengers" advisory board. Timestamps 00:00 Start 01:58 Blockspace acquires Bitcoin Layers 02:43 OPNEXT is back baby! 03:10 $2B ETF inflows 04:39 NYSE blockchain & 24/7 trading 08:27 Open AI & MSFT pinky swear not to not raise power costs 13:33 Saudi's Humain secures up to $1.2B to expand AI infrastructure 15:20 ZBD raises $40M 18:18 Coinbase announces quantum thing 19:11 BitGo prices IPO at $18 per share, set to begin NYSE trading 24:47 Cry Corner: Farcaster shuts down
Monterey Park has paused plans for a data center after public outcry. Could L-A see a $30 dollar an hour minimum wage? Advocates have cleared a key hurdle. A judge has weighed in on the controversy around fire debris in Calabasas's landfill. Plus, more from Evening Edition. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comSupport the show: https://laist.com
Hi. In today's episode, we look at the rapid increase in the investment and construction of data centers, all to prop up an AI economy that most people don't want and have no use for. Get the world's news at https://ground.news/SMN to compare coverage and see through biased coverage. Subscribe for 40% off unlimited access through our link.Hosted by Cody JohnstonExecutive Producer - Katy StollDirected by Will GordhWritten by Rachel Van NesProduced by Jonathan HarrisEdited by Gregg MellerPost-Production Supervisor / Motion Graphics & VFX - John ConwayResearcher - Marco Siler-GonzalesGraphics by Clint DeNiscoHead Writer - David Christopher BellPATREON: https://patreon.com/somemorenewsMERCH: https://shop.somemorenews.comYOUTUBE MEMBERSHIP: https://www.youtube.com/channel/UCvlj0IzjSnNoduQF0l3VGng/join#somemorenews #DataCenters #ai Double up the love this Valentine's Day and buy ONE DOZEN roses and get ANOTHER DOZEN for free at http://1800Flowers.com/NEWS. Love!Clean water is one of the best investments you can make for you and your family. For a limited time go to http://CovePure.com/SMN to get $200 off your purchase.Pluto TV. Stream Now. Pay Never.Chapters:0:00 - Introduction0:49 - Data Centers: What, Like, Are They?12:10 - The Water Issue19:29 - Data Centers Are Ruining Cities39:00 - The AI BubbleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Increasing power prices are a hot topic in the United States. Last week the Trump administration, eight Democratic governors and five Republican governors announced a plan to protect households in mid-Atlantic and Midwestern states from paying more for electricity because of electricity demand from data centers. Join host David Sandalow as he talks with Peter Fox-Penner, a leading expert on electricity markets, to discuss the causes of power price increases, the role of data centers, the recent bipartisan agreement in the PJM region, and more. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Amazon will launch its largest-ever retail store in the Chicago suburbs. And the EU makes a play to boost European telecoms investment. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Data centers are the backbone of our digital world. All the sites you visit and social media you post happen there. A boom in huge data centers to support AI is underway, and they’re taking a big toll on the environment and life for the people around them.See omnystudio.com/listener for privacy information.