Podcasts about data centers

Who is MD Gov Moore targeting with his new political slate? The legality of creating an 8-0 Democratic advantage in the Congressional District map in Maryland. Regional grid operator members vote on new rules for adding. Half of NIH institutes have short two-week director searches open. And more. Music by Kara Levchenko.

Google DeepMind announces WeatherNext 2, Jeff Bezos signs on as co-CEO of Project Prometheus, Sky Sports shut down women-targeted TikTok channel Halo. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you canContinue reading "Google To Invest $40B Through 2027 For 3 Texas AI Data Centers – DTH"

DC Draino not helping the cause of redistricting in Indiana. The Data Centers are coming. MAHA will be a winning issues for the Republicans going into the midterms. Tony misses Madam's Place AGAINSee omnystudio.com/listener for privacy information.

Swatting Sen. Goode is stupid and disgusting. Operation Southern Spear. Iran seized a Marshall Islands-flagged tanker transiting international waters in the Strait of Hormuz. 150 Years of Evidence Shows Tariffs Lower Inflation. OJ estate to settle with Ron Goldman. Indiana Republicans will not redistrict IU football continues to roll. JMV joins to discuss. Also, Pacers season is likely to get worse. Indiana Republicans fail Hoosiers. Is this Tay Tay approved? President Trump tells House Republicans to release the Epstein files DC Draino not helping the cause of redistricting in Indiana. The Data Centers are coming. MAHA will be a winning issues for the Republicans going into the midterms. Tony misses Madam's Place AGAINSee omnystudio.com/listener for privacy information.

In this episode of the Tudor Dixon Podcast, Tudor & Kyle Olson explore how artificial intelligence is reshaping everyday life—from the rise of AI-generated music to the rapid expansion of data centers across America. They break down the growing environmental concerns surrounding AI’s energy demands, water use, and community impact, while also examining how technology may be changing the way people form relationships in an increasingly digital world. The conversation also digs into the media’s influence on public perception of AI and the risks of relying on tech-driven narratives for information. The Tudor Dixon Podcast is part of the Clay Travis & Buck Sexton Podcast Network. For more visit TudorDixonPodcast.comSee omnystudio.com/listener for privacy information.

S4:E197 David gives The Venture Update and then introduces a special segment with Guest Co-Host Karl Rabogo, a utility lawyer, who shares his perspective on the issues contributing to the Data Center Power Struggle and how winners and losers will emerge. (review recorded 10.29.25)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

A state lawmaker worries about the next government shutdown.Muscogee Nation officials are raising concerns about their tribal languages.Oklahomans are having mixed feelings about data centers.You can find the KOSU Daily wherever you get your podcasts, you can also subscribe, rate us and leave a comment.You can keep up to date on all the latest news throughout the day at KOSU.org and make sure to follow us on Facebook, Tik Tok and Instagram at KOSU Radio.This is The KOSU Daily, Oklahoma news, every weekday.

Stories WAMU is following this week include a data center project in Montgomery County generating controversy, a vote on Metro funding, and The Politics Hour hitting the road.

A project that's mapping racially restrictive covenants in Milwaukee County. How people across the political spectrum are feeling about data centers. How the data centers coming to our area could impact the Great Lakes.

This week's episode features Michelle Abii, Senior Data Center Construction Manager at Switch, for a look at her path into construction and the scale of work she now leads in the data center field in Las Vegas.Discussion Highlights:Transitioning from a healthcare background into construction.Complexities involved in data center constructionManaging a large Greenfield build covering 2,800 square feet across three campuses. Tools and processes Michelle uses at Switch for coordination, collaboration and scheduling.Why Michelle is committed to supporting women in construction, especially minority women, and encouraging more to enter the industry, particularly preconstruction.You can connect and engage with Michelle via her Linkedin: https://www.linkedin.com/in/michelle-c-abii/

The future of AI may be decided in backyards. Data Centers—the sprawling facilities designed to support the massive computing required to train and run AI models—are being built across the country. One estimate sees more than $1 trillion dollars in capital spending on data centers in the next four years. And they use electricity—a lot of it. While data centers can bring construction jobs,  tax revenue, and economic development to their communities, they also bring complaints about power and water usage, noise pollution, and architectural blight.Debates are raging from town halls to the halls of Congress. Yes, politicians want the US to lead the world in AI, but elected officials, particularly local ones, are hearing from constituents concerned about data centers, including the potential to raise electric bills. The decisions being made right now in places like Northern Virginia, Umatilla, Oregon, and Mount Pleasant, Wisconsin, will determine whether AI infrastructure is scaled quickly, or whether a backlash slows it down. If done right, data centers can bring world-class tech capabilities, lower electricity prices, energy abundance, and local tax revenue. Done poorly, we see working class Americans paying more for power, the electric grid struggling, and the potential for the American public to turn sour on data canters en masse.So what do people need to know about data centers to make informed decisions? What really is the impact of data centers on water and electricity? What should policymakers in Washington do, if anything, about these debates? And are there ways to balance legitimate local concerns without hamstringing a strategic imperative?Evan is joined by Asad Ramzanali, Director of Artificial Intelligence & Technology Policy at the Vanderbilt Policy Accelerator. He was previously Chief of Staff at the White House Office of Science and Tech Policy under President Biden and Legislative Director to former Rep. Anna Eshoo (D-CA). You can read his recent op-ed on data centers here. Evan is also joined by Daniel King, Research Fellow at FAI where he focuses on the energy and security dimensions of artificial intelligence. Daniel completed Master's studies in Statistics & Data Science at Yale University and earned a B.S. in Mechanical Engineering and Applied Mathematics from Brown University. Check out his substack on AI and energy, Policy Gradients.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility.    SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI infrastructure investments. Hosts discuss the potential of ARM-based AI chip development.   Anthropic's Infrastructure Investment: New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals.   Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks.   The Depreciation Debate: Patrick argues there's a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability.   Government Shutdown Resolution: Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market's mixed response with AI sector concerns overshadowing the reopening.   Cisco Earnings Analysis: Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory.   CoreWeave Market Position: Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections.   Applied Materials Performance: Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

John Johnston (JJ) breaks down the latest AI bubble-related news headlines, including that tech billionaires Elon Musk and Jeff Bezos want to build AI data centres in outer space, which would use solar power. Also in the news, investor Warren Buffett's company Berkshire Hathaway has purchased stock in Google's parent company Alphabet, and tech billionaire Peter Thiel has sold a stake in mega AI infrastructure company Nvidia (NVDA).Related episodes:AI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlAltman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://open.spotify.com/episode/3StI2sh3hzvrpKWLj0Vud7Elon Musk's xAI Grok is POISONING Memphis! https://open.spotify.com/episode/2hAAzu6bIiBQpkSSmkZPhsDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down the latest AI bubble-related news headlines, including that tech billionaires Elon Musk and Jeff Bezos want to build AI data centres in outer space, which would use solar power. Also in the news, investor Warren Buffett's company Berkshire Hathaway has purchased stock in Google's parent company Alphabet, and tech billionaire Peter Thiel has sold a stake in mega AI infrastructure company Nvidia (NVDA).Related episodes:AI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlAltman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://open.spotify.com/episode/3StI2sh3hzvrpKWLj0Vud7Elon Musk's xAI Grok is POISONING Memphis! https://open.spotify.com/episode/2hAAzu6bIiBQpkSSmkZPhsDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Send Bidemi a Text Message!In this episode, host Bidemi Ologunde investigates how ordinary people around the world are unknowingly footing the electricity bill for Big Tech's booming AI data centers. From hidden charges in your utility bill to billion-dollar subsidies for companies like Google, Meta, Microsoft, OpenAI, and Amazon, this critical episode uncovers the financial and ethical costs of AI's explosive energy appetite—and why you're the one paying for it.Support the show

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Agent Swarm Coding, "AI-Aided Coding"? - AI circular funding or flywheel - Data Center build-out complexities, and overbuilding? - New Exascale DOE Supercomputers - Data FLow Architecture, Reconfigurable Architecture - AI-RAN, GPUs on Telephone Poles - 15th CryptoSuper500 report, Bitcoin Price Drop, ZCash, Monero - Quantum Advantage claims [audio mp3="https://orionx.net/wp-content/uploads/2025/11/OXD033_ART-9_20251115.mp3"][/audio] The post Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33 appeared first on OrionX.net.

Update proposals would direct billions toward high-performance compute hubs. OpenAI says this shift is essential for future AI breakthroughs. Policy experts warn of unintended economic consequences.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

¡Ni las estructuras más derrochadoras de energía y agua podrán detenernos!¡Porque es lunes y SpreadShotNews Podcast ya llegó! En este episodio: Nico nos cuenta sobre Arc Raiders, y Maxi continua 5ta a fondo con la saga Trails, en este caso Trails in the Sky The 3rd. En el Rapid-Fire, tenemos noticias sobre SEGA aumentando sueldos en japon una vez mas, Sony confirma que Marathon vive, Rockstar en la mira de un escandalo sindical y repasamos los anuncios de la State of Play Japon. Para el Hot Coffe hablamos sobre los anuncios de Valve: Steam Machine, Steam Frame y Steam Controller, sus detalles, lo que significa para Valve y potencialmente el impacto que pueden llegar a tener en la industria. Para finalizar, en el Special Move, Maxi nos recomienda una entrevista a Brennan Lee Mulligan donde ademas come su “ultima cena”, y Nico nos recomienda la última película de Guillermo del Toro: Frankenstein. Por último, recuerden que nos pueden escribir preguntas directamente a través de google forms en el siguiente link: spreadshotnews.com/preguntas

Ben Lorica and Evangelos Simoudis of Synapse Partners explore the complex reality behind AI-driven layoffs, from automation and upskilling gaps to strategic shifts in R&D. They also dive into the massive capital investments in AI, discussing the growing pressure for ROI and the emergence of LLMOps as a form of financial management.Subscribe to the Gradient Flow Newsletter

The Chat Among Titans: From Teslas to K-Pop Demons In this episode of Project Synapse, Marcel Gagner, John Pinard, and Jim engage in a lively discussion that seamlessly weaves through a variety of topics. They reminisce about classic TV shows like Thunderbirds and Stingray, before diving deep into the latest in AI and tech news. Key points include discussions on brand recognition linked to income levels, the rise of Google's Gemini AI, ethical dilemmas surrounding AI-generated content, and the economic implications of data centers. Marcel shares his first-hand Tesla Model Y test drive experience, showcasing the futuristic feel of Tesla's self-driving capabilities. The episode concludes with plans to tackle misinformation in AI on their next show. 00:00 Nostalgic Beginnings: Fireball XL5 and Classic TV Shows 01:00 AI and Income: The $100,000 Divide 03:17 Google Gemini: The All-in-One AI Solution 08:05 AI in Music: Breaking Rust and Beyond 13:05 Copyright and AI: The Legal Battle 27:10 The Economics of AI: Debt and Data Centers 39:04 The Rise and Fall of Blackberry 39:20 The AI Economy: Winners and Losers 40:09 Understanding the Kardashev Scale 42:09 The Future of Energy and Civilization 45:13 K-Pop Demons and Chat GPT 5.1 52:15 Exploring Open Source AI Models 01:00:54 Elon Musk's Trillion Dollar Challenge 01:04:24 Tesla Model Y Test Drive Experience 01:14:18 Concluding Thoughts and Farewell

It's another news roundup! This time, we cover how, using data analytics – and ironically, some AI – a team at Cornell University has mapped the environmental impact of AI by state. They determined that, by 2030, the rate of AI growth in the U.S. would put an additional 24 to 44 million metric tons of carbon dioxide into the atmosphere. The team further calculated that by 2030, AI could use as much water as 6 to 10 millions Americans do every year. All of this, they conclude, would put the tech industry's climate goals out of reach. This episode, we also get into the potential for life on one of Saturn's moons and a new discovery about why chameleons' eyes are so special. Interested in reporting on the environmental impact of AI? Email us your question at shortwave@npr.org.Listen to every episode of Short Wave sponsor-free and support our work at NPR by signing up for Short Wave+ at plus.npr.org/shortwave.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

They don't cut cleanly along party lines, but data centers, and where they get built, became an election issue in Virginia. With so many more data centers to build, are we looking at a new trend?  Guest: Margaret Barthel, reporter covering northern Virginia for WAMU.  Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we talk about Google's new plan to build data centers in space. Then, we're joined by Dean Ball, a former adviser at the White House Office of Science and Technology Policy. Ball worked on the Trump administration's A.I. Action Plan, and he shares his inside view on how those policies came together. Finally, Professor Mark Humphries joins us to talk about a strange Gemini model that offered mind-blowing results on a challenging research problem. Guests:Dean Ball, senior fellow at the Foundation for American Innovation and former White House senior policy adviser for artificial intelligence and emerging technologyMark Humphries, professor of history at Wilfrid Laurier UniversityAdditional Reading: Towards a Future Space-Based, Highly Scalable A.I. Infrastructure System DesignWhat It's Like to Work at the White House Has Google Quietly Solved Two of AI's Oldest Problems? We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

They don't cut cleanly along party lines, but data centers, and where they get built, became an election issue in Virginia. With so many more data centers to build, are we looking at a new trend?  Guest: Margaret Barthel, reporter covering northern Virginia for WAMU.  Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin mining stock prices were aflame on Thursday, while Bitdeer was putting out fires of its own. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

They don't cut cleanly along party lines, but data centers, and where they get built, became an election issue in Virginia. With so many more data centers to build, are we looking at a new trend?  Guest: Margaret Barthel, reporter covering northern Virginia for WAMU.  Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices

They don't cut cleanly along party lines, but data centers, and where they get built, became an election issue in Virginia. With so many more data centers to build, are we looking at a new trend?  Guest: Margaret Barthel, reporter covering northern Virginia for WAMU.  Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices

They don't cut cleanly along party lines, but data centers, and where they get built, became an election issue in Virginia. With so many more data centers to build, are we looking at a new trend?  Guest: Margaret Barthel, reporter covering northern Virginia for WAMU.  Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices

Minnesota lawmakers voted with their parties on the bill to end the federal government shutdown. The U.S. House passed the bill last night that replenishes government funds for agencies shut for more than seven weeks. Republicans Tom Emmer, Michelle Fischbach, Brad Finstad and Pete Stauber backed the bill. Democrats Angie Craig, Betty McCollum, Kelly Morrison and Ilhan Omar voted against.The University of Minnesota is raising concerns about an agreement between Fairview Health Services and a group of physicians at the University of Minnesota Medical School. In a unanimous vote, the St. Paul city council has passed a ban on military-style assault rifles in the city. The ordinance also prohibits large-capacity magazines, binary triggers that increase the rate of fire, and home-assembled firearms known as ghost guns that lack serial numbers. The measure is unenforceable because Minnesota law does not allow local governments to regulate firearms. Gun rights supporters say the measure is illegal and have said they plan to sue the city.

They don't cut cleanly along party lines, but data centers, and where they get built, became an election issue in Virginia. With so many more data centers to build, are we looking at a new trend?  Guest: Margaret Barthel, reporter covering northern Virginia for WAMU.  Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

Lisa Martin sees data centers powering a "global infrastructure wave" for the coming years. While she notes short-term headwinds, Lisa sees the A.I. trade "maturing" that will level trade volatility and create a strong foundation for tech growth. Mark Gibbens believes the largest bottleneck to the buildout will be power but sees an A.I. "super cycle" forming once logistics are figured out. He still like Nvidia (NVDA) and hyperscalers like Microsoft (MSFT), Alphabet (GOOGL), and Meta Platforms (META) as strong stock opportunities.======== 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

Een derde van de waarde is verloren gegaan sinds de piek van het aandeel Oracle in september. Toen explodeerde de koers nog na een deal met OpenAI. Dat ging voor 300 miljard dollar aan clouddiensten afnemen, en daar waren beleggers nogal blij mee. Maar in de afgelopen weken lijken ze van gedachten veranderd. Er is wat twijfel geweest over de hoge waarderingen van techaandelen, er is wat gesnoeid in die waarderingen ook. En Oracle komt er niet best uit: die daalt het hardst van allemaal. Zijn ze de enige, of de eerste die het te verduren krijgen? Het antwoord op die vraag hoor je in deze aflevering. Verder hebben we het ook over het dubbele afscheid van de week. Warren Buffett schreef een afscheidsbrief, en de beruchte Michael Burry sluit de deuren van zijn investeringsfonds. We vertellen je welke lessen je van deze 2 gurus moet onthouden. Je hoort over de eerste kwartaalcijfers van CVC Capital sinds hun intrede in de AEX. Die eerste paar maanden zijn niet fantastisch geweest. Het aandeel lijkt dit jaar alleen maar te kunnen verliezen. Terwijl CVC zelf juist nog nooit zo veel geld binnenharkte. En we hebben ook nog twee sappige verhalen voor je. Want twee grote klanten van Nvidia blijken keihard te lobbyen voor wetgeving die Nvidia liever niet van kracht ziet worden. En bij Aston Martin blijkt de bestuursvoorzitter op eigen houtje gesprekken te voeren om het bedrijf van de beurs te laten halen.See omnystudio.com/listener for privacy information.

The solar-thermal startup wants to deliver electricity for as little as one cent per kWh. But first it has to scale production to 1 million units per year. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Data centers are known for using huge amounts of water. Is that water usage regulated? If so, by whom?

NESTA EDIÇÃO. Relatório da Agência Internacional de Energia acende alerta sobre capacidade de investimentos em óleo e gás para atender à crescente demanda. Ministério dos Transportes cancela adesão do Brasil a acordo internacional firmado na COP30 sobre descarbonização do transporte pesado. Silveira promete regulamentação do marco legal do hidrogênio para a próxima semana. Turca KPS se prepara para disputar leilões de potência e de baterias em 2026. ***Locução gerada por IA

Live from Morgan Stanley's European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology. We were live on stage at Morgan Stanley's 25th TMT Europe conference. We had so much to discuss around the themes of AI enablers, semiconductors, and telcos. So, we are back with a concluding episode on tech disruption and data center investments. It's Thursday the 13th of November at 8am in Barcelona. After speaking with the panel about the U.S. being overweight AI enablers, and the pockets of opportunity in Europe, I wanted to ask them about AI disruption, which has been a key theme here in Europe. I started by asking Adam how he was thinking about this theme. Adam Wood: It's fascinating to see this year how we've gone in most of those sectors to how positive can GenAI be for these companies? How well are they going to monetize the opportunities? How much are they going to take advantage internally to take their own margins up? To flipping in the second half of the year, mainly to, how disruptive are they going to be? And how on earth are they going to fend off these challenges? Paul Walsh: And I think that speaks to the extent to which, as a theme, this has really, you know, built momentum. Adam Wood: Absolutely. And I mean, look, I think the first point, you know, that you made is absolutely correct – that it's very difficult to disprove this. It's going to take time for that to happen. It's impossible to do in the short term. I think the other issue is that what we've seen is – if we look at the revenues of some of the companies, you know, and huge investments going in there. And investors can clearly see the benefit of GenAI. And so investors are right to ask the question, well, where's the revenue for these businesses? You know, where are we seeing it in info services or in IT services, or in enterprise software. And the reality is today, you know, we're not seeing it. And it's hard for analysts to point to evidence that – well, no, here's the revenue base, here's the benefit that's coming through. And so, investors naturally flip to, well, if there's no benefit, then surely, we should focus on the risk. So, I think we totally understand, you know, why people are focused on the negative side of things today. I think there are differences between the sub-sectors. I mean, I think if we look, you know, at IT services, first of all, from an investor point of view, I think that's been pretty well placed in the losers' buckets and people are most concerned about that sub-sector… Paul Walsh: Something you and the global team have written a lot about. Adam Wood: Yeah, we've written about, you know, the risk of disruption in that space, the need for those companies to invest, and then the challenges they face. But I mean, if we just keep it very, very simplistic. If Gen AI is a technology that, you know, displaces labor to any extent – companies that have played labor arbitrage and provide labor for the last 20 - 25 years, you know, they're going to have to make changes to their business model. So, I think that's understandable. And they're going to have to demonstrate how they can change and invest and produce a business model that addresses those concerns. I'd probably put info services in the middle. But the challenge in that space is you have real identifiable companies that have emerged, that have a revenue base and that are challenging a subset of the products of those businesses. So again, it's perfectly understandable that investors would worry. In that context, it's not a potential threat on the horizon. It's a real threat that exists today against certainly their businesses. I think software is probably the most interesting. I'd put it in the kind of final bucket where I actually believe… Well, I think first of all, we certainly wouldn't take the view that there's no risk of disruption and things aren't going to change. Clearly that is going to be the case. I think what we'd want to do though is we'd want to continue to use frameworks that we've used historically to think about how software companies differentiate themselves, what the barriers to entry are. We don't think we need to throw all of those things away just because we have GenAI, this new set of capabilities. And I think investors will come back most easily to that space. Paul Walsh: Emett, you talked a little bit there before about the fact that you haven't seen a huge amount of progress or additional insight from the telco space around AI; how AI is diffusing across the space. Do you get any discussions around disruption as it relates to telco space? Emmet Kelly: Very, very little. I think the biggest threat that telcos do see is – it is from the hyperscalers. So, if I look at and separate the B2C market out from the B2B, the telcos are still extremely dominant in the B2C space, clearly. But on the B2B space, the hyperscalers have come in on the cloud side, and if you look at their market share, they're very, very dominant in cloud – certainly from a wholesale perspective. So, if you look at the cloud market shares of the big three hyperscalers in Europe, this number is courtesy of my colleague George Webb. He said it's roughly 85 percent; that's how much they have of the cloud space today. The telcos, what they're doing is they're actually reselling the hyperscale service under the telco brand name. But we don't see much really in terms of the pure kind of AI disruption, but there are concerns definitely within the telco space that the hyperscalers might try and move from the B2B space into the B2C space at some stage. And whether it's through virtual networks, cloudified networks, to try and get into the B2C space that way. Paul Walsh: Understood. And Lee maybe less about disruption, but certainly adoption, some insights from your side around adoption across the tech hardware space? Lee Simpson: Sure. I think, you know, it's always seen that are enabling the AI move, but, but there is adoption inside semis companies as well, and I think I'd point to design flow. So, if you look at the design guys, they're embracing the agentic system thing really quickly and they're putting forward this capability of an agent engineer, so like a digital engineer. And it – I guess we've got to get this right. It is going to enable a faster time to market for the design flow on a chip. So, if you have that design flow time, that time to market. So, you're creating double the value there for the client. Do you share that 50-50 with them? So, the challenge is going to be exactly as Adam was saying, how do you monetize this stuff? So, this is kind of the struggle that we're seeing in adoption. Paul Walsh: And Emmett, let's move to you on data centers. I mean, there are just some incredible numbers that we've seen emerging, as it relates to the hyperscaler investment that we're seeing in building out the infrastructure. I know data centers is something that you have focused tremendously on in your research, bringing our global perspectives together. Obviously, Europe sits within that. And there is a market here in Europe that might be more challenged. But I'm interested to understand how you're thinking about framing the whole data center story? Implications for Europe. Do European companies feed off some of that U.S. hyperscaler CapEx? How should we be thinking about that through the European lens? Emmet Kelly: Yeah, absolutely. So, big question, Paul. What… Paul Walsh: We've got a few minutes! Emmet Kelly: We've got a few minutes. What I would say is there was a great paper that came out from Harvard just two weeks ago, and they were looking at the scale of data center investments in the United States. And clearly the U.S. economy is ticking along very, very nicely at the moment. But this Harvard paper concluded that if you take out data center investments, U.S. economic growth today is actually zero. Paul Walsh: Wow. Emmet Kelly: That is how big the data center investments are. And what we've said in our research very clearly is if you want to build a megawatt of data center capacity that's going to cost you roughly $35 million today. Let's put that number out there. 35 million. Roughly, I'd say 25… Well, 20 to 25 million of that goes into the chips. But what's really interesting is the other remaining $10 million per megawatt, and I like to call that the picks and shovels of data centers; and I'm very convinced there is no bubble in that area whatsoever.So, what's in that area? Firstly, the first building block of a data center is finding a powered land bank. And this is a big thing that private equity is doing at the moment. So, find some real estate that's close to a mass population that's got a good fiber connection. Probably needs a little bit of water, but most importantly needs some power. And the demand for that is still infinite at the moment. Then beyond that, you've got the construction angle and there's a very big shortage of labor today to build the shells of these data centers. Then the third layer is the likes of capital goods, and there are serious supply bottlenecks there as well.And I could go on and on, but roughly that first $10 million, there's no bubble there. I'm very, very sure of that. Paul Walsh: And we conducted some extensive survey work recently as part of your analysis into the global data center market. You've sort of touched on a few of the gating factors that the industry has to contend with. That survey work was done on the operators and the supply chain, as it relates to data center build out. What were the key conclusions from that? Emmet Kelly: Well, the key conclusion was there is a shortage of power for these data centers, and… Paul Walsh: Which I think… Which is a sort of known-known, to some extent. Emmet Kelly: it is a known-known, but it's not just about the availability of power, it's the availability of green power. And it's also the price of power is a very big factor as well because energy is roughly 40 to 45 percent of the operating cost of running a data center. So, it's very, very important. And of course, that's another area where Europe doesn't screen very well.I was looking at statistics just last week on the countries that have got the highest power prices in the world. And unsurprisingly, it came out as UK, Ireland, Germany, and that's three of our big five data center markets. But when I looked at our data center stats at the beginning of the year, to put a bit of context into where we are…Paul Walsh: In Europe… Emmet Kelly: In Europe versus the rest. So, at the end of [20]24, the U.S. data center market had 35 gigawatts of data center capacity. But that grew last year at a clip of 30 percent. China had a data center bank of roughly 22 gigawatts, but that had grown at a rate of just 10 percent. And that was because of the chip issue. And then Europe has capacity, or had capacity at the end of last year, roughly 7 to 8 gigawatts, and that had grown at a rate of 10 percent. Now, the reason for that is because the three big data center markets in Europe are called FLAP-D. So, it's Frankfurt, London, Amsterdam, Paris, and Dublin. We had to put an acronym on it. So, Flap-D. Good news. I'm sitting with the tech guys. They've got even more acronyms than I do, in their sector, so well done them. Lee Simpson: Nothing beats FLAP-D. Paul Walsh: Yes. Emmet Kelly: It's quite an achievement. But what is interesting is three of the big five markets in Europe are constrained. So, Frankfurt, post the Ukraine conflict. Ireland, because in Ireland, an incredible statistic is data centers are using 25 percent of the Irish power grid. Compared to a global average of 3 percent.Now I'm from Dublin, and data centers are running into conflict with industry, with housing estates. Data centers are using 45 percent of the Dublin grid, 45. So, there's a moratorium in building data centers there. And then Amsterdam has the classic semi moratorium space because it's a small country with a very high population. So, three of our five markets are constrained in Europe. What is interesting is it started with the former Prime Minister Rishi Sunak. The UK has made great strides at attracting data center money and AI capital into the UK and the current Prime Minister continues to do that. So, the UK has definitely gone; moved from the middle lane into the fast lane. And then Macron in France. He hosted an AI summit back in February and he attracted over a 100 billion euros of AI and data center commitments. Paul Walsh: And I think if we added up, as per the research that we published a few months ago, Europe's announced over 350 billion euros, in proposed investments around AI. Emmet Kelly: Yeah, absolutely. It's a good stat. Now where people can get a little bit cynical is they can say a couple of things. Firstly, it's now over a year since the Mario Draghi report came out. And what's changed since? Absolutely nothing, unfortunately. And secondly, when I look at powering AI, I like to compare Europe to what's happening in the United States. I mean, the U.S. is giving access to nuclear power to AI. It started with the three Mile Island… Paul Walsh: Yeah. The nuclear renaissance is… Emmet Kelly: Nuclear Renaissance is absolutely huge. Now, what's underappreciated is actually Europe has got a massive nuclear power bank. It's right up there. But unfortunately, we're decommissioning some of our nuclear power around Europe, so we're going the wrong way from that perspective. Whereas President Trump is opening up the nuclear power to AI tech companies and data centers. Then over in the States we also have gas and turbines. That's a very, very big growth area and we're not quite on top of that here in Europe. So, looking at this year, I have a feeling that the Americans will probably increase their data center capacity somewhere between – it's incredible – somewhere between 35 and 50 percent. And I think in Europe we're probably looking at something like 10 percent again. Paul Walsh: Okay. Understood. Emmet Kelly: So, we're growing in Europe, but we're way, way behind as a starting point. And it feels like the others are pulling away. The other big change I'd highlight is the Chinese are really going to accelerate their data center growth this year as well. They've got their act together and you'll see them heading probably towards 30 gigs of capacity by the end of next year. Paul Walsh: Alright, we're out of time. The TMT Edge is alive and kicking in Europe. I want to thank Emmett, Lee and Adam for their time and I just want to wish everybody a great day today. Thank you.(Applause) That was my conversation with Adam, Emmett and Lee. Many thanks again to them. Many thanks again to them for telling us about the latest in their areas of research and to the live audience for hearing us out. And a thanks to you as well for listening. Let us know what you think about this and other episodes by living us a review wherever you get your podcasts. And if you enjoy listening to Thoughts on the Market, please tell a friend or colleague about the podcast today.

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

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Government shutdown is over. U.S. Interior Secretary Doug Burgum talks about Data Centers and the energy required to power them. Gordon Lightfoot – Sundown is today's Thursday Music Moment. Family TiesSee omnystudio.com/listener for privacy information.

Government shutdown ends. IN Dems voted to keep it going. The last penny has been minted. U.N. inspectors stopped from verifying Iran’s uranium stockpile since June. President Trump sent a letter to Israeli President Isaac Herzog urging him to “fully pardon Benjamin Netanyahu”. Price of streaming apps keep on going up. The left pretends it cares about Epstein. Mesh, a restaurant located on Mass Avenue in Indianapolis, is closing on January 4. Looks like the end of Jack's Donuts. ABC's Jonathan Karl is a liar. Realistic Fish Cracker Stud Earrings. Bill to end shutdown would ban THC hemp products. Government shutdown is over. U.S. Interior Secretary Doug Burgum talks about Data Centers and the energy required to power them. Gordon Lightfoot – Sundown is today's Thursday Music Moment. Family TiesSee omnystudio.com/listener for privacy information.

The deal signed into law Wednesday night to end the government shutdown could have devastating effects on Wisconsin's hemp and THC industries. Meta announces plans for a massive data center campus in Wisconsin. And, how some farmers are finding advantages in growing food under solar panels.

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Chevron CEO Mike Wirth joins Bloomberg Markets: The Close to discuss the oil giant's plan to begin its first project providing natural gas-fired power to a data center at a site in West Texas. Its the beginning of a new line of business for Chevron to capitalize on the boom in artificial intelligence. The company is in exclusive talks with the data center’s end user, which it didn’t name, and anticipates making a final investment decision early next year, according to a statement and presentation released ahead of Chevron’s investor day on Wednesday. The facility is expected to be operational in 2027, and will have capacity to generate as much as 5,000 megawatts in the future. Wirth speaks with Romaine Bostick and Katie Greifeld about the data center project, his outlook for oil prices in 2026, and more.See omnystudio.com/listener for privacy information.

Data centers hold computers and equipment that are the backbone of the digital age. They make possible the computational power and data storage needed to train AI models, store content, and operate the cloud-based services that many of us rely on. Some say that data centers and the innovations that come from them are key to solving huge issues facing the world right now, while others note major environmental concerns related to how they operate. However, a new report says data centers run by huge companies like Google called hyperscalers could actually be good for the environment in a key way - they could become mobilizers of clean energy and updated grids.  Read the report. Guests: Merritt Cahoon and Ian Hitchcock from the Deep Tech at Duke Initiative. This episode is part of a month-long series of stories related to tech policy from the Sanford School of Public Policy at Duke University.

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#podcast #politics #progressive #Democrats #Michigan #DirtRoadDems #MAGA #Republican #Trump #CorporateGreed #CorporateCorruption #GovermentCorruption #LivingtonCounty #DataCenters #BigTech #MikeRogers #GovernmentShutdown #WorkingClass #TrumpCorruption #KaseyHelton #Authoritarianism #Democracy #RCV #Democracy #LeftofLansing Here's Episode #156 of Michigan's Premier Progressive Podcast! 00:00-15:07: Senate Dems Cave/Epstein Left of Lansing's Pat Johnston shares, or better yet, VENTS, his endless frustrations on the Democratic Party Leadership's constant caving to The Trump Regime. This time, it's Senate Democrats voting to end the MAGA Republican Government Shutdown while leaving millions without affordable health care. And, more Jeffrey Epstein emails surfaced showing a deeper insight between the child sex trafficker's friendly relationship with Trump. 15:08-38:41: Kasey Helton Interview Livingston County progressive activist Kasey Helton joins the show to share her frustrations on the national Democratic Party leadership's decision to cave to the Trump Regime on the government shutdown. Kasey also talks about the controversy over a proposed data center in her neck of the woods around Howell Twp., and her involvement in the Ranked MI Vote ballot proposal.  38:42-44:08: Last Call-Mike Rogers Is Clown In the "Last Call," MAGA Michigan Republican Senate candidate, "Florida" Mike Rogers, is now blaming unsubstantiated claims of "voter fraud" for his loss to Democrat Elissa Slotkin in their U.S. Senate race in 2024.  43:01-46:17: Ending/Skubal Please, subscribe to the podcast, download each episode, and give it a good review if you can! leftoflansing@gmail.com Left of Lansing is now on YouTube as well! leftoflansing.com NOTES: Kasey Helton Instagram Video on Proposed Data Center in Howell Twp. "Howell Township data center: What's the rush?" By Maria Stuart in Livingston Post "LETTER: We shouldn't support data center without developer meeting these conditions." In Livingston Post "US Senate advances bill to end record-breaking government shutdown." By Ashley Murray of Michigan Advance "Democrats who voted to end federal shutdown had defensible reasons | Opinion" By John Lindstrom of The Detroit Free Press "Michigan Democrats rebuff Rogers' evidence-free claim that the 2024 election was also stolen." By Ben Solis of Michigan Advance "New Trump administration rule would override state medical debt protections." By Anna Claire Vollers in Ohio Capital Journal

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

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

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