Podcasts about data centers

Even households earning six figures find themselves 'on thin ice' in today's K-shaped economy, where economic gains are unevenly distributed. Rising costs and financial pressures are exposing vulnerabilities across income levels that seemed secure just years ago.Today's Stocks & Topics: Canadian Imperial Bank of Commerce (CM), Market Wrap, ProShares UltraPro QQQ (TQQQ), How Does the K-Shaped Economy Explain Six-Figure Earner Struggles?, Mastercard Incorporated (MA), Meta Platforms, Inc. (META), Defense Contracts, Take-Two Interactive Software, Inc. (TTWO), Data Centers.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

At a time of record losses in farming, red-state governments are destroying farmland with solar, wind, carbon capture, data centers, Section 8 overdevelopment, and everything other than what land should be used for.  I also discuss how the dumb housing bill and HUD's obsession with housing supply will culturally gerrymander red states. I'm joined by Indiana state Rep. Andrew Ireland (R), the youngest and most conservative member of the Indiana legislature, who is waging a battle against the forces of special interests gobbling up Indiana's land. He explains how state Republicans have turned the land into a parking lot for special interests because they prioritize fake GDP numbers over authentic quality of life. We also discuss other challenges to red states like Indiana, such as Republicans lacking the will to combat blue cities, crime, and illegal immigration.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Energy bills are rising, data centers are multiplying, and the grid is straining to keep up. What happens next? For two decades, electricity prices in the United States barely moved. Demand was flat, natural gas was cheap, and the system was largely stable. That era is over. A surge in data center construction, accelerating electrification, and the legacy of years of underinvestment in energy infrastructure have collided to create a system under strain.Nowhere is that more visible than in PJM, the largest wholesale power market in the US, stretching from Illinois to North Carolina, and home to some of the world's most active hot spots for data center development. Host Ed Crooks is joined by Paul Segal, CEO of LS Power, and Melissa Lott, Partner for Energy Technologies at Microsoft, to assess how the system can meet the new challenges it faces.LS Power is a leading developer and operator of electricity generation and transmission, so Paul is right at the heart of these questions. He is making multi-billion dollar decisions that shape the ways that America's electricity gets supplied.He makes the case that competitive markets, given the right rules and durable signals, can deliver the solutions the grid needs. LS Power is pursuing demand response, battery storage, renewable projects, and gas generation simultaneously. And he warns that political interventions, such as price caps, risk weakening the signals that drive investment. The question of who pays is at the heart of the debate. A bipartisan group of state governors got together with the Trump administration to call for emergency procurement of new generation capacity in PJM, with data centers expected to bear the cost. Paul argues this is inevitable. For hyperscalers to maintain a social license to keep building, he says, households cannot be left to pick up the bill for load growth created by data centers. Melissa brings the consumer perspective, noting that US household electricity prices rose 26% between 2019 and 2024, outpacing income growth and falling hardest on the most energy-vulnerable families. The episode also looks at longer-term structural solutions, including the case for more competition in transmission planning and the lessons from Texas's wildly successful CREZ program to build out grid infrastructure.It closes with a discussion of another issue that is high on Paul's agenda: mentorship and training. He believes industry leaders have a responsibility to create opportunities for the next generation, despite the threat to entry-level roles created by AI. There is a huge task in front of us to build the grid of the future, and we need skilled and experienced people to do it.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Plus: Intuit halts management stock sales and accelerates buybacks. And Micron will build a second manufacturing site in Taiwan for AI memory products. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Six years after her last appearance on the podcast (Episode 28, 15 June 2020), Natasha Luther-Jones  returns to join Laurent and Gerard for a lively catch-up on how both her career and the energy sector have evolved. What began with her being dubbed the “Queen of PPA” has expanded into a far broader role — prompting the hosts to crown her the “Energy Empress” as she now operates across the full spectrum of global energy and infrastructure.  Natasha reflects on the evolution as the Global co-chair in the Energy & Natural Resources practice at DLA Piper, describing how client demand has shifted from single-asset transactions to complex, multi-technology, cross-border platforms. The market has matured significantly, with renewables now firmly established as mainstream infrastructure and capital becoming more disciplined and selective.  A major growth area is battery energy storage systems (BESS), which have moved from being an adjunct to renewables to a core investment thesis in their own right. Storage, hybridisation and co-location strategies are reshaping project design, while revenue stacking and merchant exposure are demanding more sophisticated structuring and risk management.  On the M&A front, Natasha highlights sustained deal activity and strong valuations for scaled platforms and development pipelines. The market is firmly in a consolidation phase, with investors prioritising portfolio and platform transactions over single-asset deals. Innovative financing models, including holdco structures and cross-collateralisation across diversified portfolios, are increasingly replacing traditional asset-by-asset project finance.  The conversation also turns to the accelerating demand from AI-driven datacentres and the growing integration of digital infrastructure within energy complexes. As power demand surges, particularly for firm and clean energy, the convergence of energy and technology is creating new investment models and strategic partnerships — signalling that the next chapter of the energy transition will be defined as much by integration and capital structuring as by capacity build-out.

First, a candidate with ties to a ten billion dollar data center project is also running for a board seat on Imperial County's water and power agency. Then, we'll tell you how and why trust in elections has decreased. Also, a look at e-bike injuries as the full San Diego City Council will soon make a decision on proposed e-bike regulations. And, Nascar is coming to Naval Air Station North Island. Plus, the Coronado Unified School District might be tightening its cell phone policies.

RURAL COMMUNITIES PUSH BACK AGAINST AI DATA CENTER POWER GRAB On this episode of Rural Route, Trent Loos is joined by North Dakota radio host Daryl Lies for a hard-hitting conversation about weather challenges, rural resilience, and growing concerns over powerful outside interests targeting rural America. The two begin by discussing recent storms and devastating fires in Nebraska, along with the controversy surrounding prescribed burns on government land. Their conversation quickly shifts to the growing frustration many Americans feel about political accountability and the role of federal incentives in driving policies that can harm local communities. The discussion then turns to agriculture and livestock markets. Daryl shares updates on an upcoming multi-species livestock sale featuring pigs, lambs, goats, and rabbits. He highlights the surprising resurgence of rabbit showing and the rising demand for meat rabbits. Both hosts note that despite the growth of online markets, many producers and buyers are returning to in-person livestock sales, valuing the ability to evaluate animals firsthand and reconnect with the social traditions that have long defined rural agriculture. A major portion of the episode focuses on a controversial proposal to build a massive AI data center in Oliver County, North Dakota. The project, presented by Applied Digital, has raised serious concerns among local residents. With energy demands estimated between 430 and 530 megawatts—possibly even reaching a full gigawatt—questions remain about how such a facility would impact local infrastructure and nearby homes. Trent and Daryl argue that rural communities must stay alert and demand transparency, warning that large development projects often come with hidden subsidies, outside control, and long-term consequences for local residents. Throughout the episode, the hosts encourage listeners to think critically, research the facts, and stand up for their communities when powerful interests attempt to reshape rural America without local input.

Find us at www.crisisinvesting.com   Doug and Matt discuss a Palantir Maven Smart System demo that fuses multiple military data feeds into one targeting workflow, likening it to "Skynet" and warning that removing the final human approval is near. They cover Anthropic's stance on not enabling "evil" uses versus dependence on government contracts, and debate whether massive AI data center spending could become stranded as models advance quickly and projects like "Stargate" fall apart. Member questions address biometric border expansion and the end of travel privacy, lab-grown/transmuted gold and future supply from seawater, kelp, and asteroids, Cuba's likely collapse and negotiations with the U.S., AI data center local costs, offshore gold storage and impending FX controls, City of London conspiracy claims, portfolio implications of Iran-related oil disruptions, gold miners vs juniors, broker access to Canada, stop-loss risks, Uruguay/Argentina as safer regions, and tech/nanotech as hardest to analyze. 00:00 Palantir Skynet Demo 04:24 Anthropic vs Pentagon 06:25 AI Data Center Bubble 10:19 Buenos Aires Round Table 12:59 Tourism Overcrowding 16:00 Air Travel Breaking Down 19:33 Biometrics and Travel Privacy 23:30 Lab Grown Gold Explained 25:54 Cuba Next on the List 28:17 Local Costs of Data Centers 30:04 Data Center Bubble 30:38 Offshore Gold Storage 32:44 City of London Myths 36:18 Oil Stocks and War 38:21 Gold Miners Strategy 41:42 Accessing Canadian Stocks 43:10 Stop Loss Debate 46:05 Uruguay as Safe Haven 49:16 Israel Iran Motives 53:07 Hardest Stocks to Analyze 55:05 Wealth Transfer Prep 56:35 Wrap Up and Next Week

In this episode, Stewart Alsop III sits down with Tom Faye — experimenter, author of The 90 Day Client Acquisition Code, and founder of Carbon Credits Marketplace — to talk about solar energy, off-grid living, and the solarpunk vision of a technology-powered utopia. They cover everything from perovskite solar cells and portable container-based solar systems, to carbon credits, ESG investing, and blockchain verification of clean energy output. The conversation also winds through AI training data, business automation, and the data labeling industry before circling back to some bigger questions about human nature, geopolitics, and what genuine self-reliance looks like in 2025. You can find Tom and his work at Carbon Credits Marketplace on LinkedIn and his energy consumption data visualization is also shared there. His book The 90 Day Client Acquisition Code is available for those looking to explore business automation further.Timestamps00:00 Introduction to Tom Fay and his work01:03 Understanding Solar Punk: Utopian Tech and Culture02:15 Current State of Solar Technology and Storage03:45 Living Off-Grid: Solar, Batteries, and Remote Work06:11 Solar Energy in Africa: Challenges and Opportunities12:21 Powering Communities with Mobile Solar Solutions16:50 The Vision of Solar Punk: Self-Sufficient Communities22:54 Existing Examples: Great Barrier Island and Others26:06 Overfishing, Environmental Challenges, and Technological Solutions28:34 Using Technology to Address Second-Order Environmental Problems36:35 Data, AI, and the Future of Energy Management43:13 Carbon Credits, Blockchain, and ESG Reporting45:27 The Geopolitics of Green Energy and Resource Control46:53 How to Connect with Tom Fay and Future ProjectsKey InsightsSolarpunk represents a genuine near-future possibility, not just an aesthetic. As solar panels and lithium batteries become cheaper and more efficient, the vision of abundant, decentralized clean energy is becoming a practical reality rather than a utopian fantasy.Perovskite solar cells are pushing efficiency roughly 22% beyond conventional panels, and the bigger revolution happening right now is on the storage side — cheaper, higher-capacity batteries are what will truly unlock solar's potential at scale.Africa may leapfrog the West on solar adoption, just as it leapfrogged landlines with mobile phones. People in energy-scarce countries viscerally understand the value of clean power in a way that people in the West, accustomed to reliable grids, simply don't.Portable solar container units — self-contained, deployable systems — already exist and are making off-grid energy viable for farms, mines, remote lodges, and even data centers, with a roughly five-to-one solar-to-load footprint required.Carbon credits generated from verified solar output, tracked via IoT smart meters and stamped on blockchain, represent a long-term business opportunity that survives political shifts because institutional investors and banks operate on independent ESG mandates.AI training data is a present and real economic opportunity, but a shrinking one. The window for humans — especially lawyers, scientists, and specialists — to get paid for their expertise is closing fast as labs pivot toward synthetic data generation.True self-reliance comes down to four things: food, water, power, and transportation. With solar and Starlink, the gap between remote wilderness and connected civilization has essentially collapsed — something unimaginable even a generation ago.

In episode 44 of The League, in this episode, Benoy Thanjan (Solar Maverick) and David Magid discuss the growing role of fuel cells powering AI data centers, including how companies like Bloom Energy are enabling on-site, reliable electricity using existing gas infrastructure. They also cover the U.S. Department of Energy's $26 billion loan program supporting major energy infrastructure projects, including nuclear and natural gas facilities. Benoy shares key insights from Intersolar North America in San Diego, highlighting major industry themes such as energy storage growth, distributed energy resources, AI-enabled energy software, automation in solar construction, and ongoing uncertainty around Foreign Entity of Concern (FEOC) guidance. Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio.  Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/  If you have any questions or comments, you can email us at info@reneuenergy.com.  

My view is that the two best AI-data center solutions going forward will be brought about in two different ways... Space, which is what Elon Musk and SpaceX is working on. And here on earth – by far the best path forward is with photonics, or light-based data centers that have far greater bandwidth and far less power usage. Neither proposed project is photonics based. Photonics is the future and in my view should frame thinking around these types of projects generally. 

On the Mar 13th Edition: A University of Georgia graduate was killed in a shooting yesterday on the campus of Old Dominion University; A new data center project takes shape in southwest Georgia; And we'll take a look at what we know---and what we don't---about planned ICE detention facilities. 

Lumentum CEO Michael Hurlston and VP of Investor Relations Kathy Ta join Bloomberg Intelligence's Jake Silverman on this episode of the Tech Disruptors podcast to discuss how optics are playing an increasingly critical role in networking inside and across AI data centers. They explore how the company is becoming a key supplier of systems and lasers to hyperscalers. Hurlston unpacks his broad and lengthy tenure as an executive across semiconductors and hardware and how it's helping him tackle new challenges as the data center evolves. The conversation also covers how Lumentum's past as a sleepier supplier to telecom networks positions it well to address today's AI networking needs.

DTI - Ataques bélicos a data centers by En Perspectiva

Delaware continues to debate whether it wants to allow large data centers to set up shop in the First State - and if they do, what kind of regulation and oversight will govern then and their potential impact.In recent weeks, the state's Public Service Commission heard public comment as it mulls a large load tariff for operations like data centers. State lawmakers held a hearing where a variety of experts offered their perspectives on data centers and their impact. And New Castle County passed an ordinance enacting some data center regulations.Delaware Public Media contributor Jon Hurdle has been tracking this discussion and debate – and this week offers a snapshot on what's being said.

Bribery of a lawmaker used to be a straightforward retail transaction between the special interest briber and a specific bribee. But the Silicon Valley billionaires now invading rural America with hundreds of their exploitative AI data centers are out to buy state lawmakers in bulk.Instead of slipping cash-filled envelopes to individual politicos, tech giants like Amazon, Meta, and OpenAI, are putting up hundreds of millions of dollars in this spring's midterm elections to pay for the campaigns of candidates who pledge to back their intrusive, water-sucking, energy-wasting, AI schemes. For example, Mark Zuckerberg, CEO of Meta, has two super-PACs doling out $65 million to state and local politicians who will oppose any regulation of sprawling data centers he wants to impose on rural Texas and Illinois.Why such a barrage of corporate money in local legislative races? Because the countryside is aflame with fury that arrogant, avaricious AI profiteers think they're entitled to walk over local communities – so these locals are demanding that their legislators regulate or even ban AI data centers.Unable (or unwilling) to win political support honestly, the corporate giants intend to overpower the democratic will of the people by effectively bribing submissive legislators with campaign cash – or by funding opponents for lawmakers who refuse to be bought.Of course, bribers and bribees alike will piously pretend that the corporate ruse of buying government policy by buying legislative seats is technically not a bribe. But hello – rigging the system so billionaire donors can crush local democracy is not a “technicality.” If it looks, smells, and has the impact of a bribe… it is one.Do something!* To follow fights around the country and learn more about AI data centers, subscriber to Data Center Watch Briefing: datacenterwatch.substack.com* MediaJustice has developed a toolkit to understand and fight data centers, and were key in forcing a major setback to a planned data center in West Texas.Jim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe

AGENDA: 00:00 - ANTHROPIC VS. THE PENTAGON: The Billion Dollar Supply Chain War 07:11 - B2B PANIC: Why Leading Companies Are Losing Deals to OpenAI 12:19 - THE ANTHROPIC ENDGAME: Will Claude Eclipse ChatGPT? 17:39 - THE DATA CENTER ARMS RACE: Is the AI Hype Cycle Finally Dead? 24:43 - 24/7 PERSISTENT AI: Why You'll Soon Need Data Centers in Space 30:37 - THE DEATH OF THE JUNIOR: Why Entry-Level Jobs are Vanishing 41:55 - AGENT-LED GROWTH: The Secret Reason Startups are Exploding in 2026 46:58 - THE ERA OF GENTLE DECELERATION IS DEAD: Public Markets Turn Brutal 55:54 - FIGMA MAKE IS TERRIBLE? The Failure of Quarterly Software Releases 01:00:54 - THE ULTIMATE STOCK PICKS: What to Buy and Sell Right Now    

When I first started my training in electrical engineering I was using a large mainframe computer at the university. Most other students had to book time in one of the terminal rooms to gain access to the computer. They were limited to 60 minutes at a time. I purchased my own terminal which I had in my bedroom and got a second phone line and I had unlimited access to the computer. I also purchased one of the first personal computers. It had a tiny screen and it broke the link that tied me to the university mainframe. Fast forward to today and we all know how the distributed nature of computing has pushed the majority of processing into the palm of your hand. That doesn't mean data centers have disappeared. Today those traditional computing data centres provide a lot of the backbone that cannot practically processed on a personal device. If you look at the state of AI today, the vast majority of the computing is being done in a data center. I believe the Apple strategy is worth further examination because if Apple is correct, the demand for data centres will be reduced, but not eliminated.------------**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)  

Are we heading toward a future where the government "nationalizes" AI models? In this episode, we explore the high-stakes intersection of defense, finance, and the "nationalization" risk facing frontier AI companies.Welcome to the Alfalfa Podcast

I've regularly received opinions and at times questions about what's known as Project Tango, which is a proposed data center project which would encompass over 200 acres in western Palm Beach County, in the vicinity of the 20-Mile Bend, near Arden, and the far larger data center proposal which would cover 606 acres at Silver Fox Road in Indiantown. I'll take this opportunity to cover both of them with Project Tango today and the Silver Fox proposal tomorrow. 

As artificial intelligence becomes a key part of national infrastructure, developers across the United States are rushing to build large data centers in many regions. Many of these areas haven't seen this level of industrial growth in decades, and these projects appear to bring the promise of jobs and economic growth to communities that need it. Despite the potential for renewed prosperity, local residents are opposing data centers. Most cite environmental impacts and increasing energy costs as major concerns. Are these worries based in reality? If not, where are they originating from, and how can we address these narratives?To discuss this, I am joined by Lynne Kiesling and Steve DelBianco. Lynne is a nonresident senior fellow at the American Enterprise Institute, where she leads the Electricity Technology, Regulation, and Market Design Working Group. She also directs the Institute for Regulatory Law and Economics at the Northwestern University Center on Law, Business, and Economics, and is a member of the US Department of Energy's Electricity Advisory Committee. Steve is the president and CEO of NetChoice, where he collaborates with its members to protect online free enterprise and free expression. He is a seasoned expert on internet governance.

Work and Techonology Correspondent, Brian O'Donovan reports on a new data centre in Dublin which runs off its own on-site power plant.

Subzero Engineering is pleased to announce the acquisition of the Dissolvable Air Barrier (DAB) Panels product line from Cambridge R&D, further expanding Subzero's portfolio of data center containment solutions and reinforcing its commitment to safety, performance, and turnkey system delivery.  DAB Panels are a unique overhead containment solution designed to provide effective airflow separation during normal data center operation while dissolving within seconds when exposed to water during sprinkler activation. This dissolvable design helps eliminate falling panel hazards and supports safer fire suppression outcomes—addressing a critical challenge found in traditional rigid overhead containment systems.  “With this acquisition, we're strengthening our ability to deliver truly integrated, safety-driven containment solutions,” said Shane Kilfoil, President of Subzero Engineering. “DAB Panels complement our existing containment portfolio and give our customers another proven option to address airflow management and fire safety without compromise.”  DAB Panels are engineered for both hot aisle and cold aisle containment applications and offer a combination of airflow performance, safety, and installation flexibility. Made from EPA-certified, plant-based cellulose materials, the panels achieve Class A fire and smoke performance, producing low heat and minimal smoke while maintaining visibility for emergency personnel.  Despite their dissolvable design, DAB Panels remain durable during normal operation—withstanding high static air pressure and maintaining airflow separation where it matters most. Panels can be easily modified in the field to accommodate varying cabinet heights and existing infrastructure, eliminating the need to relocate sprinkler heads and reducing installation time and cost.  DAB Panels integrate seamlessly across Subzero's full portfolio of data center containment products, including aisle frames, doors, roofs, and airflow management systems. This unified approach enables Subzero to deliver turnkey containment solutions engineered for performance, safety, and long-term scalability—backed by a single partner and a coordinated system designed to work together. 

Oregon is one of the nation's top destinations for data centers, attracted by the state's cheap power and favorable climate. Despite the state being an ideal location for data centers, Oregon and communities like Hillsboro in Washington County have been doling out massive tax subsidies to the corporate owners of data centers. That has been a very foolish thing to do, says Dirk Knudsen, a real estate broker and editor of the Hillsboro Herald. Dirk has followed closely the rise of data centers in Hillsboro. In this episode of Policy for the People, Dirk shares what he's learned about the data center boom.

This Day in Maine for Thursday, March 12th, 2026.

Jeudi 12 mars, Frédéric Simottel a reçu Fanny Bouton, directrice du quantique chez OVHCloud, Yves Maitre, operating partner chez Jolt Capital, et Salime Nassur, fondateur de Maars. Ils se sont penchés sur l'enjeu stratégique de centres de données au Moyen-Orient dans le contexte de la guerre, l'utilisation de Claude d'Anthropic par Palantir malgré son placement sur liste noire, et l'émission obligataire record d'Amazon en Europe pour financer le cloud et l'IA, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

In this analysis of Marvell Technology's (MRVL) Q4 fiscal year 2026 earnings, Chip Stock Investor explores the company's dramatic shift toward becoming an all-in AI data center infrastructure play as data center revenue approaches nearly 80% of total sales. The video breaks down Marvell's core technological buckets—Logic, Networking, and Storage—highlighting their custom XPU work for major customers like Amazon and the strategic impact of acquiring Celestial AI and XConn. Beyond company specifics, the discussion addresses critical macro disruptions, including rising oil prices and memory shortages that are impacting the global semiconductor supply chain in 2026. By comparing Marvell's trajectory to industry giant Broadcom and performing a reverse discounted cash flow (DCF) analysis at the current $90 stock price, this deep dive evaluates whether the market's 30% growth expectation for Marvell is a justified bet for long-term www.chipstockinvestor.com/membershipinvestorsJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Marvell #Semiconductors #AI #Investing #ChipStocks #DataCenter #MRVL #StockMarket AnalysisNick and Kasey own shares of Broadcom

This week on the pod, we talked to two women in Ohio who have been fighting back against an Amazon data center in their neighborhood. Cathy has been doing environmental advocacy for many years, and young mom Annette has only recently gotten involved, but they both agreed that it was only through the help of one another -- and their entire community -- that they've been able to make a difference.But let's back up, shall we? We've heard terms like "AI" and "data centers" thrown around a lot lately, but so many of us don't know exactly what a data center even is, let alone why it would be harmful to our neighborhood! Cathy and Annette did a great job of explaining what they are, how swiftly they can be built (often without neighbors even being informed), and why we should be concerned.And as always, we heard that our relationships with one another aren't just the key to effective action. They're also the key to not losing our sh!t.If you're worried about a data center being built in your area, or you just want to know more, don't miss this episode!For a transcript of this episode, please email comms@redwine.blue. You can learn more about us at www.redwine.blue or follow us on social media! Instagram: @RedWineBlueUSA Facebook: @RedWineBlueUSA YouTube: @RedWineBlueUSA

What does it take to design a data center for a world where the technology inside it may change several times before the building even opens? In this episode of Tech Talks Daily, I sit down with Jackson Metcalf, Principal at Gensler, to talk about how AI is forcing a complete rethink of data center design. Jackson has spent nearly two decades working on critical facilities, and in our conversation he explains how the shift from traditional cloud workloads to dense AI environments is changing everything from building form and cooling strategy to long-term infrastructure planning. What struck me most in this conversation is the sheer mismatch in timescales. Data centers can take two and a half to three years to design and build, while chip and GPU roadmaps are evolving in cycles of months. Jackson explains why that means designing for a fixed end state no longer makes sense. Instead, the future may belong to facilities built with flexibility at their core, spaces that can be reconfigured, upgraded, and even conceptually rebuilt over time rather than treated as static assets. We also talk about what hyper-flexibility actually means in practice. This is not just a buzzword. It is about designing buildings with enough structural and engineering headroom to support very different cooling and power models over their lifespan. As AI workloads push cabinet densities to levels that would have sounded impossible only a few years ago, the need for plug-and-play mechanical and electrical infrastructure becomes far more than a design preference. It becomes essential. Another fascinating part of the conversation centers on sustainability. Jackson shares why durable, well-built structures can create long-term environmental value, even in an industry often criticized for its energy demands. We discuss embodied carbon, adaptive reuse, and why a high-quality building may have a much better second life than something built purely for short-term speed. That leads into a wider conversation about repositioning underused real estate, from former industrial facilities to vacant office buildings, as potential digital infrastructure. We also get into the growing energy challenge behind AI. With demand for power rising fast, and the US grid under increasing pressure, many operators are now weighing options such as on-site natural gas generation while waiting for cleaner long-term alternatives to mature. Jackson offers a thoughtful perspective on the tension between urgent infrastructure needs and environmental responsibility, as well as the uncertainty surrounding future energy roadmaps. Looking further ahead, I ask Jackson what will define a successful data center campus in the years to come. Will it be raw megawatts, adaptability, carbon intensity, location strategy, or something else entirely? His answer opens up a much bigger conversation about whether these buildings can become more connected to the communities around them, and what role they may play in a future where digital infrastructure is no longer hidden in the background, but central to how society functions. So if AI is pushing data center design to extremes, how do we build facilities that are ready for what comes next without becoming obsolete almost as soon as they open? And what does sustainable, adaptable digital infrastructure really look like in practice?

In the 5 AM hour, Larry O’Connor and Cassie Smedile discussed: THE SAVE ACT: President Trump vows not to sign any legislation until Congress passes strict proof-of-citizenship requirements for voting, as Senate Leader John Thune warns he lacks the votes for a filibuster workaround. NUCLEAR BREAKTHROUGH: The Trump administration greenlights the first new-technology nuclear reactor in a decade, to be built in Kemmerer, Wyoming. DATA CENTERS: How Loudoun County’s massive data center cluster has allowed the county to lower property tax rates by 38% since 2010 despite rising assessments. DAYLIGHT SAVING: Adjusting to the time change and celebrating the record-breaking warm weather in the DC region. Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible, and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Wednesday, March 11, 2026 / 5 AM HourSee omnystudio.com/listener for privacy information.

This is literally the plot of The Simpsons movie. Chicago’s best morning radio show now has a podcast! Don’t forget to rate, review, and subscribe wherever you listen to podcasts and remember that the conversation always lives on the Q101 Facebook page. Brian & Kenzie are live every morning from 6a-10a on Q101. Subscribe to our channel HERE: https://www.youtube.com/@Q101 Like Q101 on Facebook HERE: https://www.facebook.com/q101chicago Follow Q101 on Twitter HERE: https://twitter.com/Q101Chicago Follow Q101 on Instagram HERE: https://www.instagram.com/q101chicago/?hl=en Follow Q101 on TikTok HERE: https://www.tiktok.com/@q101chicago?lang=enSee omnystudio.com/listener for privacy information.

A federal judge in Indiana will not allow the government to seek the death penalty for a Terre Haute man charged with killing a police officer. Top Indiana Republicans are formalizing ties between their state offices and the conservative activist group Turning Point USA. Doxxing is when someone posts personal identifying information about another person on social media with the intent to cause harm. Indianapolis Public Schools board member Gayle Cosby is stepping down. Law enforcement in Indianapolis is making plans to keep young people safe during spring break. The Greater Indianapolis Branch of the NAACP has come out against the proposed data center in Martindale-Brightwood, a historically Black community on the northeast side of the city. Historians in Indianapolis are uncovering a visual record of the city's past from an unlikely source — crime scene photos. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Zach Bundy, with support from News Director Sarah Neal-Estes.

El Golfo Pérsico ha venido posicionándose como una región en expansión en inteligencia artificial, pero el conflicto en Medio Oriente podría modificar la ecuación. Según analistas, los recientes ataques a algunos centrales de datos estarían haciendo considerar a las empresas tecnológicas frenar sus inversiones. El conflicto en Medio Oriente ha tenido múltiples daños colaterales y algunos los han sufrido los data centers, aquellas instalaciones de super computadoras que permiten almacenar millones de datos. No solo se trata de los impactos de drones que se registraron en dichas infraestructuras en Emiratos Árabes Unidos y Bahréin. Esta guerra tiene al mercado considerando frenar la expansión de estos centros en la región, debido al riesgo en su estabilidad, así lo explica, Luis Colasantes, experto en políticas y estrategias energéticas. “Los data centers necesitan una gran cantidad de energía, hablamos en gigavatios. Hay data centers que van a ser construidos de seis gigavatios. Seis gigavatios sería lo equivalente a seis centrales nucleares. Este es el caso en Arabia Saudita. Por el momento los constructores y desarrolladores de data centers a nivel mundial estamos focalizados en esa área, en el área del Golfo Pérsico, porque hay energía abundante, había una estabilidad económica, social y política. Esto está cambiando, esta guerra está cambiando estratégicamente los desarrollos que deberían colocarse en los próximos años en esa área”, indicó. El Golfo Pérsico se ha convertido en uno de los epicentros globales de la inversión en tecnología, pero analistas como Colasantes estiman que esta guerra ha marcado un punto de inflexión. Ya no es solo tener la técnica o la capacidad energética. La geopolítica y la estabilidad jugarán un rol primordial. “Hay que ver qué va a pasar en las próximas semanas, pero es cierto que va a haber un riesgo porque un data center necesita también vender a sus clientes finales y decir que sus datos están guardados en una zona que no va a ser tocada por un dron o por un misil, si no, gran parte de esos datos pueden ser perdidos”, alertó. Sin embargo, el también asesor de compañías tecnológicas indica que hay que evaluar si económicamente este conflicto va a permitir que estos nuevos data center en esta área, sobre todo en Arabia Saudita sean competitivos.  “En precio de energía, van a seguir siendo competitivos, pero en precio de seguridad y riesgos militares, tal vez va a cambiar la visión de algunos clientes finales”. Según el analista, la estabilidad de Europa podría hacer de la región un terreno atractivo para instalar data centers, eso sí, habría que evaluar el precio de la energía que suele ser superior a la de sus regiones vecinas.

SUMMARY DEL SHOW Futuros levemente en rojo mientras el mercado se posiciona para el CPI de febrero; el petróleo sigue siendo el “swing factor” del tape. Consenso CPI: 2.5% anual y 0.3% mensual; core 2.5% anual y 0.2% mensual. Más adelante, core PCE esperado en 3.1% anualizado y 0.4% mensual. $ORCL sorprende con nube e infraestructura de IA y un salto enorme en backlog; $BLDP sube por acuerdo para 500 motores de celda de combustible con $NFYEF.

As liquid cooling becomes an operational necessity it is the mechanical contractors and preconstruction teams who are tasked with turning blueprints into reality. We'll be joined by Jason Gott, Preconstruction Manager at Murphy Company, as he reflects on the shift he's seeing in real-world data center builds. We'll also discuss rising heat densities, customer expectations, and the growing complexity of liquid cooling deployments. Additionally, we'll touch on:•What's top of mind for customers as HPC projects get underway•The practical challenges of designing and building for next-gen cooling technologies•How contractors and design teams can adapt to the unknowns of new infrastructure requirementsWhether you're in design, operations, or just tracking the infrastructure evolution, this session offers a hands-on perspective you won't want to miss.This is an edited version of the DVL Power Hour Webinar which was originally held on August, 21, 2025.

### 13. Bud Weinstein: AI Data Centers and Electricity Bud Weinstein addresses the "half-truth" that AI data centers are causing electricity price hikes. He argues that grid congestion, lack of transmission investment, and regulatory issues—not AI—are the primary culprits for rising consumer bills., (13)1953 PROTESTS TEHRAN

The war in Iran has cast a spotlight again on the dependence on fossil fuels. The electric grid is under growing demand, but the Trump administration has worked to roll back subsidies and incentives for some renewable energies. A new industry report finds that solar panel installations dropped by 14% this past year. Science Correspondent Miles O'Brien reports for our series, Tipping Point. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Oil prices post their biggest daily loss since March 2022 after hitting above $119 just two nights prior. Will Oracle's data centers be able to accommodate Nvidia's next-gen chip? Plus, defense stocks have been outperforming the tech trade this year, but is there more room to run? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The news of Texas covered today includes:Our Lone Star story of the day: Talarico Tales are proliferating across media as I predicted. Here is one of several today: Rising Texas Dem Talarico faces backlash for ‘creepy' remark about trans kids.Today I bring you a column from The Federalist by Chris Bray that is a Talarico Tale also involving the truly damaged, by TDS, David French: David French Suffers An Apparent Brain Injury Over James Talarico.Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Oracle denies Abilene AI data center expansion reports. Watch the wording carefully because the expansion issues was not as presented. The issue was whether the expansion would be for OpenAI and its Oracle partnership. I think there are real problems. Compare the stories I covered yesterday, below, with the email from competitor AWS I received today.From yesterday's show: “Oracle's spending on AI data centers has the company in a pinch, layoffs expected. The giant Abilene Stargate data center proposed expansion may, or may not, happen as Oracle and its OpenAI customer are backing out. However, Meta may step in for that project.”ExxonMobile may move legal headquarters from New Jersey to Texas. Governor Abbott Statement On ExxonMobil Redomiciling In Texas.Here is the story involving our friend Cassie Daniel: Friends remember beloved Austin woman shot and killed in Houston. This is Cassie's firsthand telling of it via facebook.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

An accidental revelation outs Amazon Web Services as the company behind a Calvert County datacenter NDA and residents are upset. In Frederick County, data center opponents are collecting signatures for a ballot referendum. Montgomery County rejects proposal for a data center task force. MCPS is piloting AI-based security camera monitoring in three high schools. Have you noticed the increased street garbage after the Snowcrete melt? We have a trash report from Washington DC. And more. Music by A Shrewdness of Apes.

Today from SDPB - lawmakers pass a bill providing homeowner occupied property tax relief, however critics argue it's done on the backs of non-homeowners, a school lunches bill is heading to the governor's desk and an overarching view of the data center debates at this point in session.

Steven Dickens sets the stage for Oracle's (ORCL) earnings after the close Tuesday. He's most focused on the company's AI infrastructure prospects and how it can capitalize on a massive order backlog. When it comes to Oracle's cloud business, he makes the case it can establish itself alongside Mag 7 peers like Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN). Tom White offers an example options trade for Oracle. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

South Dakota Searchlight's Makenzie Huber offers insight into how the data center debate played out this legislative session.

In this episode of the Data Center Frontier Show, DCF Editor-in-Chief Matt Vincent speaks with Michael Siteman, President of Prodigious Proclivities and a long-time leader and board member within 7x24 Exchange International, about how data center development is being reshaped by AI, power scarcity, network strategy, and community resistance. Siteman explains how site selection has evolved from a traditional real estate exercise into a far more complex infrastructure challenge. “The business used to be a pure real estate play,” Siteman says. “Now it's a systems engineering problem. It's power, network topology, the real estate itself, and political risk.” The conversation explores the growing dominance of power in development strategy, including the rapid rise of behind-the-meter generation as utilities struggle to keep pace with demand. Siteman notes that attitudes toward onsite generation have shifted dramatically in just the past few months. “Six months ago, people would say, ‘If you don't have grid interconnection, we're not interested,'” he says. “In the last 30 days, it's completely different.” Vincent and Siteman also discuss the balance between network access and power access, the risks of pre-leasing capacity before buildings are completed, and the growing importance of local politics and government relations in getting projects approved. The episode closes with a look at the widening gap between traditional hyperscale facilities and AI factories, the question of whether AI infrastructure is heading toward a bubble, and the industry's urgent workforce shortage. “Data centers don't run themselves,” Siteman says. “We simply don't have enough people to build and operate the infrastructure that's coming.” This is a grounded, field-level conversation about what is really driving data center development in the AI era, and what the industry will need to solve next.

The war in Iran has cast a spotlight again on the dependence on fossil fuels. The electric grid is under growing demand, but the Trump administration has worked to roll back subsidies and incentives for some renewable energies. A new industry report finds that solar panel installations dropped by 14% this past year. Science Correspondent Miles O'Brien reports for our series, Tipping Point. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

From unsupported EV software to AI‑driven changes in office use and logistics, tech is reshaping collateral performance. Justin Patrie, Head of Fitch Ratings Credit Commentary and Research, and Suzanne Albers, Senior Director in Structured Finance, look at pressure points such as outdated EV systems, shifts in office demand linked to AI adoption, and the widening gap between legacy and modern logistics sites. Taken together, these trends are influencing risk across auto ABS, CMBS, and RMBS and accelerating how these sectors respond to the faster pace of technological change.Related Resources:Accelerating Technology May Increase Obsolescence Risk Within ABS, MBSStable Arrears Protect European Auto ABS Against Near-Term RiskU.S. CLO Note Ratings Resilient to Severe Software Sector Stress

Two Women Inspiring Real Life with Stephanie Coxon and Kathy Anderson-Martin – Iran. Terrorism. AI and Data Centers. Immigration and ICE. ID needed to shovel snow in NYC but not to vote. Polluted food and water. Epstein Files. So much doesn't make sense. So much is purely evil. So much seems like Revelation playing out in real time. There has never been a time for needed wisdom and...

While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it is placing on today's US market structures.AI-driven datacenter growth is pushing the US power system into uncharted territory. Roughly 180 GW of U.S. electricity commitments tied to datacenters represent about 30% incremental demand. Hyperscaler CAPEX is exploding. Demand is accelerating far faster than new supply can come online, setting up a near-term imbalance. In response, the U.S. utility sector is preparing for a potential $1.4 trillion investment supercycle over the next five years.In regulated markets, utilities are under pressure to modernize cost-of-service models and deliver massive capital programs while keeping electricity affordable. Companies such as Duke Energy, Southern Company, Entergy, and CenterPoint Energy are planning investments that run into the hundreds of billions.In deregulated markets, players like Constellation Energy, Vistra Corp., and NRG Energy face a structural mismatch: datacenters can be built faster than power plants, while price signals may not rise quickly enough to incentivize new generation. Some customers are exploring off-grid solutions, but these bring technical and economic challenges.The conclusion is clear: load growth is staggering. Parts of the system may move toward re-regulation, but that alone will not be enough. Rapid innovation—decentralized solutions, grid-enhancing technologies, faster interconnections, and deeper digitization—will be essential as utilities relearn how to build at scale and speed.  Check an excellent WoodMac report on the Datacentershttps://www.woodmac.com/horizons/us-data-centre-power-demand-challenges-electricity-market-model/  

The news of Texas covered today includes:Our Lone Star story of the day: Oracle's spending on AI data centers has the company in a pinch, layoffs expected. The giant Abilene Stargate data center proposed expansion may, or may not, happen as Oracle and its OpenAI customer are backing out. However, Meta may step in for that project.Meanwhile: Texas expected to be world's largest data center market by 2030. Stop complaining and ride the boom!Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Steve Toth beat RINO Dan Crenshaw for Congress and now explains why he is endorsing Ken Paxton in the Texas GOP U.S. Senate runoff.RIP: The legendary Texas musician Augie Myers, last of the original Texas Tornados, had died at 85. We honor Myers and the sound with most of today's show bumper music.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

On this episode of The Tudor Dixon Podcast, Tudor Dixon sits down with U.S. Secretary of the Interior Doug Burgum, former North Dakota governor and chairman of the National Energy Dominance Council, just hours after his return from Venezuela. Secretary Burgum explains the Trump administration’s dramatic shift in relations with Venezuela and how a new oil partnership could reshape global energy markets, lower prices in the United States, and weaken China’s grip on critical resources. The conversation explores how Venezuela’s vast oil reserves—larger than Saudi Arabia’s—could once again flow to American refineries and help rebuild the country’s economy after decades of socialist mismanagement. Tudor and Burgum also dive into the strategic battle over critical minerals, why China currently dominates the global supply chain, and what the U.S. is doing to secure resources needed for everything from smartphones to cars and national defense. Finally, Burgum breaks down the AI and data center race with China, why these “intelligence manufacturing centers” are vital for economic growth and national security, and how communities across America could benefit from hosting them.See omnystudio.com/listener for privacy information.