Podcasts about data centers

a16z Managing Partner and Head of Global Partnerships Jen Kha joins MTS hosts Theo Jaffee and Sophia Dew to discuss a16z's Machine Age Fund and the investment thesis behind rebuilding the physical infrastructure that powers AI. Jen explains why chips, networking, memory, cooling, data centers, and other parts of the physical computing stack are becoming investable again after decades in which software captured much of the industry's attention. As AI demand pushes existing infrastructure to its limits, she explains why a16z created a dedicated fund and why hardware founders are increasingly rethinking the stack from first principles. They also discuss the global race to adopt AI, what hardware startups need beyond capital, the backlash against data centers in the U.S., and why experienced systems builders are returning to entrepreneurship as a new generation of infrastructure gets built. Resources: Follow Jen Kha on X: https://x.com/jkhamehl Follow Theo Jaffee on X: https://x.com/theojaffee Follow Sophia Dew on X: https://x.com/sophiadew Follow MTS on X: https://x.com/mtslive Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode Tim & the crew are joined by Darin Selnick to discuss X uncovering a Chinese bot farm pushing anti-Data Center sentiment AI agents going rogue and hacking into a company called Hugging Face ICE detaining Milo Yiannopoulos A federal judge defending explicit AI images of Children Hosts:  Tim @Timcast (everywhere) | https://www.shoutout.fans/timpool Phil @PhilThatRemains (X) | https://allthatremains.komi.io/ Ian @IanCrossland (everywhere) Producer: Carter @carterbanks (X) |  @trashhouserecords  (YT) Guests:  Darin Selnick @DarinSelnick (X) Matt Miller @MattMiller757 (X) | https://www.politibrawl.com/ China CAUGHT Pushing Anti Data Center Posts, Massive Bot Farm EXPOSED | Timcast IRL

Kevin Frazier leads a roundtable with Jim McTague and Simon Constable discussing the political and environmental backlash against data centers. Frazier details how Lancaster City welcomed data centers to erase its school district's deficit, while the poorer borough of Columbia rejected a lucrative deal due to local protests. Frazier argues that data centers are vital national infrastructure, defending the construction jobs they create and noting that blocking them harms the digital economy. Finally, Constable shares trivia from his Wall Street Journal quiz, revealing that Virginia leads the United States in data centers, followed globally by the United Kingdom. (8)

This week, Meta agreed to pay up to $17.1 billion and make major changes to Facebook and Instagram over claims it endangered children with addictive social media platforms. We discuss why it capitulated and what it means for the entire social media industry. Then, Princeton computer science professor Arvind Narayanan returns to offer his thoughts on why banning data centers won't slow down A.I. progress. And finally, it's all hats on deck for the final HatGPT. Guests: Arvind Narayanan, professor of computer science at Princeton, and co-author of the “A.I. as Normal Technology” newsletter. Additional Reading: Meta to Pay Up to $17.1 Billion in Landmark Settlement Over Social Media Addiction Claims Mark Zuckerberg Wants to Make Sure His Competitors Share His Pain Arvind Narayanan's Post About A.I. Data Centers Apple Vision Pro in Surgery: A New Paper Rockstar Finally Breaks Its Silence Over The GTA 6 Leaks, Calls Them ‘Heartbreaking' Amazon Delivery Drone Dumps Texas Woman's Parcel Straight Into Her Swimming Pool What if Your Texts Traveled as Slowly as a Carrier Pigeon? A.I. Agents Are Turning Founders Into Insomniacs What is a ‘Meat Proxy'? The New Term For Coworkers Who Blindly Share A.I. Output Chinese Robot Tiangong Clocks Sub-9 second 100 Metres in Beijing Inside OpenAI's Reboot 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steve Hayes is joined by Jonah Goldberg, Megan McArdle, and David French to discuss the political battle over data centers and Donald Trump's trade war with Canada. The Agenda: —Data center u-turn —How data centers affect communities —National security implications —Misinformation about data centers —The U.S.-Canada trade war —Worth your time: Dolly Parton Show notes: —Megan McArdle's podcast —Wall Street Journal's AI op-ed —Fox News poll on data centers —Why'd You Come In Here —Dolly Parton's Johnny Carson song —The Wailin' Jennys—Light Of A Clear Blue Morning —Dolly's Light of a Clear Blue Morning The Dispatch Podcast is a production of ⁠The Dispatch⁠, a digital media company covering politics, policy, and culture from a nonpartisan perspective. To access all of The Dispatch's offerings—including audio versions of all our articles and newsletters—⁠click here⁠. If you'd like to remove all ads from your podcast experience, consider becoming a premium Dispatch member ⁠by clicking here⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Grassroots resistance to the reckless proliferation of AI data centers has everyday Americans standing up to Big Tech. Williamson talks to activist Saul Levin about what the movement means and how it's growing. Saul's Podcast The Hum Subscribe to Marianne's Substack: MarianneWilliamson.Substack.com Subscribe to Marianne's YouTube Channel Follow Marianne on Instagram Follow Marianne on Facebook Follow Marianne on TikTok Learn more at Marianne.com

Ben Horowitz, Martin Casado, Raghu Raghuram, and Erik Torenberg discuss the launch of a16z's new Machine Age Fund and the infrastructure buildout behind AI, from chips, memory, and networking to power, cooling, and data centers. Why a dedicated fund now? The group argues that the bottleneck in AI is increasingly shifting from the models themselves to everything beneath them. Hyperscaler CapEx is surging, critical components are booked years in advance, and each new generation of reasoning and agents requires dramatically more compute. They unpack why this cycle looks different from previous infrastructure booms and how AI is turning problems once constrained by engineering into problems that can increasingly be attacked with capital and compute. They also explore where the next generation of infrastructure companies could emerge, why founders are returning to hard technical problems across hardware and systems, and what it will take to rebuild the computing stack for the Machine Age. Resources: Read more about the Machine Age Fund : https://www.a16z.news/p/the-machine-age-fund Follow Ben Horowitz on X: https://x.com/bhorowitz Follow Raghu Raghuram on X: https://x.com/RaghuRaghuram Follow Martin Casado on X: https://x.com/martin_casado Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rip and Karl Denninger of The Market Ticker discuss current events with a focus on debt creating inflation, healthcare escalating debt, and the economic burden of the AI and datacenter bubble.

Today we brought in the Tribune's A.D. Quig and Illinois Answers Project's Alex Nitkin to talk about all things property taxes. We discuss continued delays at the treasurer's office and the growing tax burden on homeowners, the impact of 40 years of TIF districts, and massive tax breaks for Cook County data centers.  Good News: Chicago House Music Festival & Conference Want some more City Cast Chicago news? Then make sure to sign up for our daily newsletter.  Follow us @citycastchicago You can also text us or leave a voicemail at: 773 780-0246 Learn more about the sponsors of this Aug. 28 episode: TimeLine Theatre DCASE AFSP Illinois Become a member of City Cast Chicago. Interested in advertising with City Cast? Find more info HERE 

Erick uses the Callaway Golf and Good Good Golf blowup, a bad driver ad, a public apology, and a canceled partnership to make a much bigger point about a country with no adults in the room. He tells his own story of the tweet that nearly cost him CNN and how Rush Limbaugh became the […]

Ken Rosato fills in for Mark Simone. Are data centers going to cause major issues in the New York City area? The future of AI could outmaneuver humans, but maybe not by much, and Ken explains. Some of the LaGuardia air traffic controllers left work early on the night of the deadly Air Canada jet and fire truck collision that happened earlier in the year.  Ken takes your calls! Ken interviews Senior Fellow at the Manhattan Institute Allison Schrager. Ken and Allison discuss how rent control in NYC may not keep rents lower in the future and explain how the availability of housing could decrease. Part of the issue could be the rising cost of materials and development, while landlords could also end up losing money. They also discuss whether developing a new app could help Mamdani with his grocery stores.

Welcome back to Oh, That's Random Podcast, where we explore the extraordinary in the ordinary. Today Nerdy talks about Data Centers and why and how they may or may not be good for your neighborhood. Because who really knows how Data Centers work everything is just speculation right?

Data centers, Flock cameras, ICE enforcement, the Lindsay Clancy trial, criminal videos, Atlanta memories, and plenty of stories from Bortz’s colorful past. Plus, old friends, golf, RV adventures, and a few unforgettable detours along the way.

This episode is presented by Create A Video – A 200,000 account Chinese bot farm was discovered by Twitter (formerly known as X) that was pushing out anti-AI and anti-data center propaganda to American users. According to polling, the "smokeless battlefield" China is waging is working.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-kaliner-show--6946691/support.Subscribe to the podcast My preferred podcast platform: SpreakerAll the links to Pete's Prep are free!Get exclusive content here!Media Bias Check: GroundNews promo code!Advertising and Booking inquiries: Pete@ThePeteKalinerShow.com  

In a world where technology is advancing at an unprecedented pace, the debate over data centers has reached a boiling point. Today, guest host Kurt Schlichter delves into the complexities of data centers, exploring the arguments for and against their construction. From the tech bros who claim they're necessary for America's AI dominance to the concerned citizens who fear the environmental and aesthetic impacts, the discussion is heated. Kurt is joined by Will Hilde, Executive Director of Consumer Research, who shares his insights on the issue. They discuss the need for data centers, the role of big tech in the conversation, and the importance of addressing legitimate concerns from local communities. The conversation also touches on the influence of foreign powers, such as China, in shaping public opinion on data centers. Meanwhile, the show also tackles the topic of reparations, with Will Chamberlain, senior counsel for the Article 3 Project, weighing in on the issue. He argues that if individuals who did nothing wrong don't owe reparations to people they didn't harm, then why should American Muslims pay reparations to the families of 9/11 victims? The episode also features a discussion on the Lindsay Clancy trial, with Kurt analyzing the closing arguments and the prosecution's case. He shares his expertise as a trial lawyer, highlighting the importance of a strong prosecution and the need for a fair verdict.Become a Townhall VIP member with promo code "LARRY": https://townhall.com/subscribeSee omnystudio.com/listener for privacy information.

Charles Payne is joined by former Massena, New York Mayor James Hidy to discuss the national backlash against data centers, why resisting new projects risks ceding global AI leadership to China while missing a blue-collar job boom, and how a controversial data center proposal could bring high-paying jobs, lower taxes, and economic revitalization to a struggling town. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Read more from VPM News:  Chesterfield weighs using data center revenue to slash car tax bills  RPS' return to school highlights growing pressure on aging buildings  WATCH: Team Yes: Same-Sex Marriage Amendment    Other links:  Swift Creek Mill Theatre Announces Plan for Future (Style Weekly)  Apple Wallet adds driver's licenses and IDs for Virginia residents (Virginia Mercury)  City tells Richmond homeowner to install industrial-grade plumbing — or lose his water (Richmond Times-Dispatch)*  Nearly $4,000 donated to Richmond Imagination Library affiliate after Dolly Parton's death (WTVR)  Still seeking to identify Hurricane Camille victims (CBS19)  *This outlet uses a paywall.  Our award-winning work is made possible with your donations. Visit vpm.org/donate to support local journalism.

President Trump has embarked on a pro-AI data center kick, causing a world of hurt for his own party. The gigantic, energy-guzzling factories are literally and figuratively steamrolling small rural communities—the very same voters Republicans need to clinch the midterms. Politicians on both sides of the aisle are doing an about face on the issue, but will it be too little, too late? Alex speaks to Suzanne Bellsnyder, author of the Texas Rural Reporter substack, about what it's like when your home becomes ground zero for data center development. Then, she puts it all into context with Galaxy Brain's Charlie Warzel, who writes about AI and technology at The Atlantic.Pre-order Alex's new book, The Steal: Four Right-Wing Hard-Liners, One Republican Presidency, and The Raid On America's Courts and subscribe to her Substack here.Hate listening to ads? Become a Friends of the Pod subscriber for ad-free episodes of Pod Save America, Pod Save the World, Lovett or Leave It, Runaway Country, Offline with Jon Favreau, and more—plus exclusive content, including bonus episodes of Pod Save America. Subscribe now at crooked.com/friends, on Apple Podcasts, or through the Pod Save America YouTube channel.You can request a transcript by emailing transcripts@crooked.com. Include the podcast name, episode title, and air date. Please allow 48 hours for delivery.

AI data centers have become a major point of contention in elections across the country, but are they really as bad as the media would lead you to believe? Comedian and Former Judge Vince August joins the program alongside FOX News Digital's David Marcus to unravel the truth over this election cycle's hottest issue, after a not-so-brief diversion over what makes someone a nepo baby and a teacher's viral “fart corner.” Plus, Will and The Crew break down the latest updates from the Lindsay Clancy trial as the case's closing arguments wrap up. Subscribe to ‘Will Cain Country' on YouTube here: ⁠⁠⁠⁠⁠Watch Will Cain Country!⁠⁠⁠ Follow ‘Will Cain Country' on X (⁠⁠⁠@willcainshow⁠⁠⁠), Instagram (⁠⁠⁠@willcainshow⁠⁠⁠), TikTok (⁠⁠⁠@willcainshow⁠⁠⁠), and Facebook (⁠⁠⁠@WillCainNews) Follow Will on X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@WillCain Learn more about your ad choices. Visit podcastchoices.com/adchoices

Plus: SK Telecom is creating an AI data-center company backed by KKR. And Thinking Machines Lab co-founder Barret Zoph rejoins Google. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, and Instinct raised at $2.5B. Links Nvidia reports Q2 revenue up 106% YoY to $96.22B, above $92.17B est., Data Center revenue up 117% to $89B, above $85.08B est., and net income up 126% to $59.7B (Nvidia) Nvidia guides to ~70% revenue growth next fiscal year, well above the 45% analysts expected, sending shares up as much as 7.6%, though margins will bottom at 71%-72% on memory costs (Bloomberg) Source: Nvidia has agreed to acquire Hugging Face for $12.9B; the AI repository has had several potential suitors among its investors, including Salesforce (The Information) Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies (Politico) Cybersecurity stocks surge, with Okta up 20%+ and CrowdStrike up 15%+, after earnings showed that AI adoption is driving attacks and spending on security tools (CNBC) AI assistant Instinct is raising a $250M Series B co-led by Index and Benchmark at a $2.5B valuation, taking its total funding to $350M since its 2025 founding (The Wall Street Journal) Subscribe to the ad-free feed.

*Buy a EZ "DEFECTOR" hoodieNote: "Act 2" will be a separate published audio podcast.*Check out EZ's morning radio show "The InZane Asylum Q100 Michigan with Eric Zane" Click here*Get a FREE 7 day trial to Patreon to "try it out."*Watch the show live, daily at 8AM EST on Twitch! Please click here to follow the page.Email the show on the Shoreliners Striping inbox: eric@ericzaneshow.comTopics*EZ and Pooh Bear slept in separate beds! Wait till you hear why.*EZ hypes this week's Who Are These Free Beer's as being an all timer.*Local twats are opposed to a "middle of nowhere" data center. *Nepal flood destruction vids: Vid 1, Vid 2, Vid 3.*EZ described the Nepal flood as being reminiscent of this scene from The Lord of the Rings.*Trump doubles down on renaming Lake Ontario to Lake America.*Body cam of San Fran 49'ers owner, Jed York getting busted for hiring a $140 trailer park hooker.*Family of a college kid shot dead by cops want answers*California hilljack MILF storms her way onto school bus.*Asshole of the Day brought to you by Uncle John's Gravel Road RaceSponsors:Uncle John's Gravel Road Race, Main Street Exchange Pawn Shop in Madison, Tennessee, West Michigan Whitecaps, Berlin Raceway, Kuiper Tree Care, Frank Fuss / My Policy Shop Insurance, Shoreliners,  Ervines Auto Repair Grand Rapids Hybrid & EV,Interested in advertising? Email eric@ericzaneshow.com and let me design a marketing plan for you.Contact: Shoreliners Striping inbox eric@ericzaneshow.comDiscord LinkEZSP TikTokSubscribe to my YouTube channelHire me on Cameo!Tshirts available herePlease subscribe, rate & write a review on Apple Podcastspatreon.com/ericzaneInstagram: ericzaneshowTwitterAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

*Buy a EZ "DEFECTOR" hoodieNote: "Act 2" will be a separate published audio podcast.*Check out EZ's morning radio show "The InZane Asylum Q100 Michigan with Eric Zane" Click here*Get a FREE 7 day trial to Patreon to "try it out."*Watch the show live, daily at 8AM EST on Twitch! Please click here to follow the page.Email the show on the Shoreliners Striping inbox: eric@ericzaneshow.comTopics*EZ and Pooh Bear slept in separate beds! Wait till you hear why.*EZ hypes this week's Who Are These Free Beer's as being an all timer.*Local twats are opposed to a "middle of nowhere" data center. *Nepal flood destruction vids: Vid 1, Vid 2, Vid 3.*EZ described the Nepal flood as being reminiscent of this scene from The Lord of the Rings.*Trump doubles down on renaming Lake Ontario to Lake America.*Body cam of San Fran 49'ers owner, Jed York getting busted for hiring a $140 trailer park hooker.*Family of a college kid shot dead by cops want answers*California hilljack MILF storms her way onto school bus.*Asshole of the Day brought to you by Uncle John's Gravel Road RaceSponsors:Uncle John's Gravel Road Race, Main Street Exchange Pawn Shop in Madison, Tennessee, West Michigan Whitecaps, Berlin Raceway, Kuiper Tree Care, Frank Fuss / My Policy Shop Insurance, Shoreliners,  Ervines Auto Repair Grand Rapids Hybrid & EV,Interested in advertising? Email eric@ericzaneshow.com and let me design a marketing plan for you.Contact: Shoreliners Striping inbox eric@ericzaneshow.comDiscord LinkEZSP TikTokSubscribe to my YouTube channelHire me on Cameo!Tshirts available herePlease subscribe, rate & write a review on Apple Podcastspatreon.com/ericzaneInstagram: ericzaneshowTwitterAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

A priest shows up. Antony doesn't confess, James doesn't convert, but they all talk about human dignity.Checkout Fr. James Martin, SJ 's book, 'Work in Progress.'https://www.amazon.com/dp/00626944800:00 Introduction and Overview0:29 The Ultimate Quiet Quitting Story4:32 Scott Bessent's $950 Billion Bond Buyback Plan8:05 Is the Treasury Conducting Its Own Monetary Policy?12:14 Foolishness of the Week: American Airlines Does It Again16:57 Father James Martin on Pope Leo, AI, and Human Dignity20:50 What Happens When AI Meets Humanlike Robots?22:48 AI, Loneliness, and Replacing Human Relationships24:57 Can Free Markets Serve the Common Good?29:22 Property Rights, Poverty, and the Role of the Church34:53 Who Gets to Define the “Common Good”?36:17 Subsidiarity, Data Centers, and Local Decision-Making41:18 Human Rights vs. Human Flourishing43:38 Wealth, Profit, and the Morality of Capitalism48:00 What Did Jesus Mean by “The Poor Will Always Be With You”?51:22 Individual Charity vs. Community Responsibility55:15 Social Media, Human Dignity, and the Loss of Community1:00:09 Father James Martin's Work in Progress

New data centers are popping up across the country, including right here in Colorado. Many communities have concerns, including how much energy they will use and what kind of pressure they put on the grid. Xcel Energy has proposed charging these companies for any new infrastructure that could be built to support new data centers. But if that proposal doesn't go through, will Xcel pass the buck onto consumers? Robert Kenney, president of Xcel Energy Colorado, joins host Bree Davies to answer that question and talk about the rising costs of electricity and gas on local households, what renewable energy looks like in the future, and more. For even more news from around the city, subscribe to our morning newsletter at denver.citycast.fm. Follow us on Instagram: @citycastdenver Chat with other listeners on Reddit: r/CityCastDenver Support City Cast Denver by becoming a member! Has your energy bill gone up significantly? Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 Learn more about the sponsors of this August 27th episode: Women's Foundation Chalat Hatten and Banker Blue Sky Colorado Chinese University Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise

What does Amazon Web Services (one of the worlds largest companies) have to do with agriculture? A lot more than most farmers probably realize. Dr. Karen Hildebrand joins Farm4Profit at Tech Hub LIVE to explain how AWS supports agricultural technology companies around the world and why she believes successful innovation has to start by working backward from the problems farmers actually need solved. Karen brings a unique perspective as both a technologist and a fourth-generation Manitoba farmer. The conversation explores the explosion of AI tools, how farmers can avoid technology overload, and why there probably isn't a single AI "golden nugget" that's suddenly going to make a farm profitable. Instead, Karen encourages farmers to use technology to eliminate the parts of the job they hate while protecting the relationships and experiences they value most.  The crew also tackles data, trust, connectivity, ag startups, data centers, and what AI could mean for the next generation. Karen explains why trust may be more valuable than data itself, why farmers should give technology companies honest feedback, and why AI could represent a technological shift as significant as the transition from horses to automobiles. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

America needs more power. Data centers are accelerating demand, utilities are planning billions of dollars in new infrastructure, and households will ultimately help pay for much of it.But what if we invested some of that money in the households themselves?Ari Matusiak, co-founder and CEO of Rewiring America, makes the case that homes can become a meaningful part of America's energy infrastructure—and that households should be compensated for the value they provide to the grid.In this wide-ranging conversation, Ari and Nico explore the rise of Homegrown Energy, why the old equilibrium between utilities and customers is breaking down, how hyperscalers could help fund household energy upgrades, and where regulators and utilities are already testing what's possible.They also get into the harder question underneath all of it: who gets to participate in the value created as we build out the grid?For Ari, the opportunity is bigger than electrification. If households can provide real value to the grid, the question becomes whether we continue treating them primarily as customers, or start investing in them as part of the solution.That could create a very different deal: more capacity for a power-hungry economy, more flexibility for the grid, and tangible value flowing back to the households helping make it possible.Are there other technologies you've scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?Hit us up - team@suncast.me with your feedback & recommendations.If you want to connect with today's guest, you'll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 950 other founder stories and startup advice at www.suncast.media.We'd love if you'd leave us a 5 ⭐ rating & review and it's never been easier: https://www.ratethispodcast.com/suncastSubscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus(00:00) The Fastest Path to Power(00:12) Meet Ari Matusiak, Rewiring America's Founder(03:17) The Thread Behind a Career of Big Problems(09:42) Winning an Affordable Housing Bond in Rhode Island(22:47) Rewiring America and the 42% Emissions Insight(27:06) Reframing Households as Energy Infrastructure(29:57) Why the Grid's Political Economy Just Shifted(41:13) Energy Value vs. Community Benefit Payouts(42:30) Building the Missing Middle Market(48:47) The Slow Start of Homegrown Energy(55:31) Data Centers, Grid Distortion, and Homeowners(1:00:25) Illinois as the First Domino(1:05:23) Answering the Subsidy Critique(1:15:13) Dignity, Shared Winning, and What's Hardest

On our radar this week… Jeff takes a week off and just like that, Trump starts another war! This time with him smack-ass in the middle of it. Jeff and his bride were in Canada's Maritimes and was attacked with Canadian kindness, poutine, real beef and not diseased Argentinian horse meat, the best lobsters and oysters in the hemisphere, and the inability of artisans and merchants to ship their goods to their traditional U.S. partners – or even for me to ship purchases home, due to the economically illiterate tariffs and self-destructive imbecilic trade war with our closest cousins. Back here in the U.S.A.: Trump's war could really cost him, eh? Senate and gubernatorial races in Michigan, Wisconsin, Maine and Ohio are already being impacted by the economic turmoil spinning off Trump's latest stupidity. Too bad for John James and Mike Rogers, Porky POTUS spent much of the week focused on his issue Number One: naming things after him, including: Another effort to put his name on the Kennedy Center despite a court order, threatening to tear down the Center if he doesn't get his way; Stripping the name of a World War II hero off a new aircraft carrier, reportedly instead renaming it for him, while ordering the Navy to spend billions on redesigns of carriers so they looked like World War II carriers and revert to outdated steam-powered launch systems; Inscribing a plaque on his under-construction helipad with his signature, clearly delighted that the new granite slab outside the White House will be a great place for cocktail parties. Reportedly deciding to use his $400-million political bankroll to run an advertising blitz on the Greatness of Trump … instead of directly supporting Republican candidates. But Michigan Republicans aren't joining the Trump Name Game. At their weekend state nominating convention, none of their candidates for state office mentioned Trump even once. Their focus was putting lipstick on the pig that is the GOP record on the economy. I wish them all smashing luck as they contort themselves into cartoonish pretzels in their futile efforts to avoid being fatally tethered to Donald Trump's venereal disease-level job approval. State Republicans are also reeling from what appears to be a growing Blue Wave. The non-partisan Cook Political Report has moved two Michigan congressional races away from the GOP: in the Macomb County based 10th district, from Leans Republican to Tossup … and in the Saginaw Bay region 8th from “Lean Democratic” to “Likely Democratic.” State Democrats are sharpening their verbal axes as we approach the traditional Labor Day launch of the campaign. The Canada Trade War drew immediate fire from Lt. Governor nominee Winnie Brinks, and 10th district congressional candidate Christina Hines. Senator Elissa Slotkin, in a speech to UAW leadership, said a longer term threat posed by the Trade War is Canada's growing partnership with China on sales of EV's … and Trump then allowing those cars across the Gordie Howe Bridge. Abdul El-Sayed is highlighting the obvious challenge facing Mike Rogers in the Senate campaign: does he risk angering Donald Trump breaking with him on issues beginning with the Trump-created Iran war, and the emerging hot-button issue of Data Centers. But the possibly most ominous development of the week came from the very Trumpy Supreme Court, which has started to open the door to a federal takeover of elections. Without ruling on the merits of Trump's Post Office deciding who gets to vote, Chief Justice John Roberts gave Trump permission to begin implementing his executive order. It was all part of a bizarre week that can probably be summed up in two words: Lake America, Trump's latest Sharpie-labeled change to world maps. And we have more developments on state ballot proposals for November – both of those stories directly involving Mark. He has been on a winning streak in his election-related battles, and provides an update: what’s in, what’s out. ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ “I Will Always Love You” The feeling is mutual. Subscribe to our YouTube channel ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ A Republic, If You Can Keep It is supported by

Questions and concerns continue to swirl about how large-scale data centers could impact the St. Louis region. As more proposals are submitted and elected officials change their stance on these controversial developments, St. Louis Public Radio reporters Kate Grumke and Kavahn Mansouri share their latest reporting about data centers in the St. Louis area. They also answer listener questions regarding the scale of newer data center projects, environmental studies and other states' integration of data centers into their economic and environmental plans.

The battle over America’s data centers is heating up, and the stakes go far beyond local zoning fights. Buck breaks down why opposition to data centers is growing, how President Trump is pushing for faster AI infrastructure development, and why China has a major interest in seeing America’s buildout slowed down. The question is bigger than any one project: Can America address legitimate local concerns without surrendering its technological advantage in the global AI race? Never miss a moment from Buck by subscribing to the Buck Sexton Show Podcast on IHeart Radio, Apple Podcasts or wherever you get your podcasts! Connect with Buck Sexton:Facebook – / bucksexton X – @bucksexton Instagram – @bucksexton TikTok - @BuckSexton YouTube - @BuckSexton Website – https://www.bucksexton.com/Support the show: https://www.youtube.com/@BuckSextonSee omnystudio.com/listener for privacy information.

Aug 26, 2026; 6pm; Meta and a group of state attorneys general announced a settlement agreement in which the social media giant will pay up to $17 billion and make changes to its apps following allegations that its technology harms children's mental health. MS NOW's Ari Melber delivers a special report. Obama campaign veteran Chai Komanduri joins Melber to discuss AI and social media. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Raising your kids to be Democrats. Salina Zito on what middle America is feeling on data centers and what these special elections might spell for November. Follow The Jesse Kelly Show on YouTube: https://www.youtube.com/@TheJesseKellyShowSee omnystudio.com/listener for privacy information.

Two solid guests for the price of one yet again on the Breitbart News Daily Podcast! Join Mike Slater as he chats with a pair of Breitbart's finest, including: Wynton Hall, Breitbart's Social Media Director, on the raging debates over data center in modern America. How much of a necessary evil are they really? His answers might shock you! AND John Carney, Breitbart's Economics Editor, on the current state of the economy under Trump 2.0. Is the new "trade war" with the nation of Canada something to be concerned with? Is your money safe? Find out from one of the best fiscal minds in the biz! MAGA! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trump Bought Into Netanyahu's War Against the Advice of His Top Intel and Military Officials | The Gospel of Love Enters Political Campaigns Against Trump, Miller, Harp, Johnson, Vance and Hegseth's Gospel of Hate | Environmental Racism Has the Majority Black City of Gary, Indiana in the Dark As the State's White Republicans Invite in 121 Data Centers to Suck Up All the Electricity backgroundbriefing.org/donate twitter.com/ianmastersmedia bsky.app/profile/ianmastersmedia.bsky.social linktr.ee/backgroundbriefing

Mark Ruffalo puts his antisemitism on full display. Everyone needs to chill out about data centers. // Big Local: A group of firefighters from California that were battling the Spokane wildfires gave a waitress a $1000 tip after they learned her home was destroyed. Deputies at a wedding busted a thief who allegedly stole DJ gear and Capri Suns. Snoqualmie residents are once again pushing back on a plan to build a lithium battery storage facility. // Guest: Michael LaRosa, former Press Secretary for First Lady Jill Biden, explains why he’s backing Republican Mike Rogers in the Michigan Senate race.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeTypically, AI data centers are large, inflexible loads that the grid has to build around, which is one reason utilities take so long to connect them. Emerald AI has designed a “digital brain” that can ramp down, move, or delay computing jobs in a data center on demand, making a data center a flexible asset to the grid. I talk with CEO Varun Sivaram about how the software works, what flexibility costs the compute, why it beats just installing batteries, whether utilities can enforce it, and what it would mean for clean energy.Chapters:00:00 – Introduction03:05 – Temporal, spatial, and resource flexibility06:26 – What Emerald Conductor touches on site08:35 – Who decides which workloads can flex10:55 – Who is liable when a job slows down13:45 – Who actually signs the contract14:49 – Larger and faster grid connections18:02 – Enforcing the flexibility promise19:05 – What broke in the demos, from bad nodes to slow telemetry26:41 – What flexing costs the compute jobs29:21 – Why not just use batteries, and the demand merit order35:44 – Training, inference, and substation-scale data centers40:23 – PJM, ERCOT, and legal enforceability44:50 – Renewables, gas, and consumer bills

Keith in Garden City, NY, called Mark to speak about the Data Centers and how Long Island, NY, may become super active.  Paul in Roslyn, NY, called Mark to speak about the old-school country radio stations in NYC. 

Harry and Meghan Markle are allegedly doing an extended stay, going back to the UK. Dolly Parton started singing at a young age. Oklahoma's Democrat N'Kiyla Jasmine Thomas won Oklahoma's Democratic Senate primary. Who will take Mamdani's spot when his term is over?  Mark takes your calls!  Mark interviews author Ann Coulter. Mark and Ann talk about the comments Governor Hochul made about the NYPD not having to help ICE officers too much. Hillary Clinton agrees with Socialism in the USA, and there may be a reason she is doing that. The chances of AI ruining humanity may be far from that. Data Centers being built around the U.S. may be scary for people.

Darline Graham, Lindsey Graham's sister, had a massive win in South Carolina, a state President Trump campaigned in for her. Dolly Parton's nephew, Bryan Seaver, gave a beautiful speech honoring Dolly Parton after her passing yesterday. Mark remembers special moments with Dolly Parton throughout the show today. Bruce Blakeman will hold a press conference today about his campaign. Meta has settled the social media trial in which the company was accused of keeping people addicted to social media, especially kids. The company will settle the lawsuit for up to $17 billion. The last of the underground mines at the Strait of Hormuz is mostly gone, which may prompt it to be opened.  Donald Trump wants to change the way the Kennedy Center looks. Mark explains how John F. Kennedy had very similar values to Trump. Hillary Clinton may be making a run for President in 2028. Mark interviews Chairman of Forbes Media, Steve Forbes. Steve believes that even with sanctions against Iran, we may very well have to take military action against Iran to finish them off and put an end to the war. The guys also talk about how political races could affect the economy. What will happen with the Fed on Friday as we get closer to another meeting? Steve believes that raising interest rates when inflation goes up will hurt the stability of the country. Governor Hochul of New York City has passed a law that the NYPD doesn't have to cooperate with ICE under certain circumstances.  Harry and Meghan Markle are allegedly doing an extended stay, going back to the UK. Dolly Parton started singing at a young age. Oklahoma's Democrat N'Kiyla Jasmine Thomas won Oklahoma's Democratic Senate primary. Who will take Mamdani's spot when his term is over?  Mark interviews author Ann Coulter. Mark and Ann talk about the comments Governor Hochul made about the NYPD not having to help ICE officers too much. Hillary Clinton agrees with Socialism in the USA, and there may be a reason she is doing that. The chances of AI ruining humanity may be far from that. Data Centers being built around the U.S. may be scary for people.

Mark and Ann talk about the comments Governor Hochul made about the NYPD not having to help ICE officers too much. Hillary Clinton agrees with Socialism in the USA, and there may be a reason she is doing that. The chances of AI ruining humanity may be far from that. Data Centers being built around the U.S. may be scary for people.

Are data centers really draining local water supplies and jacking up your electric bill? We dig into the viral claims, the actual numbers, and the government policies hiding underneath the panic. Data center backlash is exploding, but some of the biggest claims deserve a much closer look. We start with viral posts blaming eight data centers for problems in Gary, Indiana, then examine what those facilities actually are and whether they are even operating. We also break down the biggest arguments surrounding AI data centers: How scary water-use headlines can leave out crucial context Why water withdrawal and water consumption are not the same thing Evidence that increased electricity demand can sometimes lower residential rates Why subsidies, government-created power monopolies, and infrastructure costs matter The libertarian question is not whether every data center is good or bad. It is whether companies bear their own costs, property rights are respected, and markets are allowed to solve power-generation problems without politicians picking winners and losers. Subscribe or follow, like the episode, comment with your take, share it with a friend, and leave Good Morning Liberty a rating or review wherever you listen.   00:00 Time Is Moving Way Too Fast 02:15 Why Everyone Is Fighting Over Data Centers 04:00 The Viral Gary, Indiana Data Center Claim 08:00 Why Data Center Misinformation Goes Viral 13:30 Bipartisan Backlash Explodes at Town Halls 18:15 JD Vance Makes the Case for Data Centers 24:45 Are Data Centers Really Using All the Water? 32:15 The Water-Use Distinction Everyone Misses 46:30 Do Data Centers Raise Electricity Prices? 52:30 Jobs, Property Taxes, and Government Revenue 56:45 Let Data Centers Build Their Own Power 01:05:15 The Free-Market Verdict on Data Centers   Join GML: https://joingml.com   All GML Links: https://gml.bio.link   Watch All Episodes: https://www.youtube.com/playlist?list=PLi78svKlBr_8o0dDOX8DxO_Wwxu6WYhhA   Watch Host Favorites: https://www.youtube.com/playlist?list=PLi78svKlBr__Zu40RL7mWxCuOOe54zgy2   Join the Fed Haters Club: https://www.goodmorningliberty.us/fedhatersclub   Martens Minute: https://martensminute.podbean.com/      

Traders and analysts are warning oil prices could soon hit $100 a barrel again, Germany is becoming a magnet for international defence groups, and Canada has announced retaliatory tariffs of up to 50 per cent on US imports. Plus, Wall Street is stretching itself to finance massive investment in data centres, and European heatwaves have prompted the continent to look to the Gulf for air-conditioning inspiration. Mentioned in this podcast:Oil crunch threatens to send prices back above $100 a barrel, investors sayThe multiplying risks of investing in data centresCanada announces $20bn retaliatory tariffs as US trade war escalatesBerlin's defence push draws global groups to set up shop in GermanyGulf's outdoor air-con catches eye of EuropeansWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, and Saffeya Ahmed. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Data centres are popping up in backyards, town halls are erupting, and a new kind of populism may be quietly forming—one that cuts across left and right in ways we haven't seen since 2016. Mark, Liddy, and Daniel explore what the AI infrastructure boom actually looks like on the ground, why ordinary people are pushing back, and what the church's response to an increasingly extractive world might simply be: showing up, staying local, and getting on with it where you are.➡️ For subscriber chats and resources, head to ⁠rebuilders.co⁠

Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in. A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes! STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance 1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries??? 2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors. 3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of certain long-term bond buybacks to $4 billion per operation. - The announcement briefly knocked nearly 10 basis points off the 30-year Treasury yield. - Critics say this treats the symptom rather than the cause - huge deficits, heavy issuance and persistent inflation risk. ------Bessent had to come out on Friday to say "at least" $4B - as bind yields moved back up -------Maybe there is a concern over the $40TRILLION debt we have amassed as a country? 4) SOMEONE GOT LONG BONDS AT THE RIGHT TIME - TLT took in roughly $529 million of net inflows on August 18, one day before Treasury's surprise bond-buyback announcement. - The next day Bessent doubled planned buybacks of 10- to 30-year Treasurys, immediately pushing long yields lower. - TLT jumped about 1.7% on the announcement. - No public evidence identifies a single buyer - but the timing of the unusually large inflow is certainly worth noting. 5) DOLLAR GETS HIT BY THE BOND RESCUE - The dollar weakened as investors questioned Treasury's expanded bond-buyback strategy. - The concern is that suppressing yields without fixing fiscal problems simply transfers pressure from bonds to the currency. - The 30-year yield has remained elevated despite Treasury intervention. - Bitcoin rallied as investors looked toward alternatives to traditional fiat assets. - PEOPLE: This is NOT Quantitative Easing - Just a move to buy longer dated and issue more short dated WALMART FLASHES A CONSUMER WARNING - Walmart U.S. comparable sales grew just 2.6%, its slowest pace in roughly six years and below expectations. - Shares dropped sharply after the report. - E-commerce remained strong, while store traffic and discretionary spending showed more weakness. - Walmart raised full-year guidance but gave a softer-than-expected third-quarter outlook. - As America's biggest retailer, Walmart's slowdown is an important read on the broader consumer. VENEZUELA HAS OIL - BUT CAN'T SHIP IT FAST ENOUGH - Tankers are waiting as long as 30 days to load Venezuelan crude because of aging ports, outages and equipment failures. - Venezuela has struggled to push exports much higher despite rising production and strong demand. - The Jose terminal handles about 70% of exports and has become a major bottleneck. - Venezuela's ports may impose a physical ceiling on production growth until infrastructure is upgraded. JANE STREET'S $15 BILLION AI HIT - Jane Street reportedly lost about $15 billion in July as AI and technology positions moved sharply against the firm. - A major source of the damage was exposure to concentrated AI trades that were forced to unwind. - Jane Street posted its first negative month of trading revenue since 2016. - As a reminder: this episode highlights how quickly crowded AI trades can overwhelm even sophisticated risk-management systems. LEAVITT LEAVES THE WHITE HOUSE - Karoline Leavitt resigned as White House press secretary after returning from maternity leave. - Trump said she would become a top outside adviser and prominent Republican voice heading into the midterms. - Looking fior a kinder and gentler replacement? HA! probably not OFF THE HIGHS NVDA - 9% off high AMD - 19% off high AVGO - 23% off high MU - 23% off high TSM - 13% off high MRVL - 28% off high INTC - 35% off high NVIDIA - THE MARKET'S NEXT STRESS TEST - Nvidia reports Wednesday - now basically a referendum on the entire AI trade. - Blackwell demand and hyperscaler spending are the key tells. - A strong guide could quickly reset tech sentiment. - A miss would raise the uncomfortable question: how much AI optimism is already priced in? - Revenue expected around $92.1 billion, up roughly 97% year over year. - Adjusted EPS expected around $2.09, nearly double last year. - Data Center revenue expected around $85.7 billion - still the main engine. - Biggest watch items: Blackwell demand, Vera Rubin timing, China sales and hyperscaler capex. - Options imply roughly a 5%-6% move after earnings. - Discussion .... NVIDIA - AI SERVERS GETTING EVEN MORE EXPENSIVE - Major Nvidia customers have reportedly been warned that AI server prices could rise more than 15% beginning early next year. - Higher memory costs are the main driver, affecting Grace Blackwell and upcoming Vera Rubin systems. - Nvidia is effectively passing higher component costs through despite gross margins around 75%. - ALWAYS INTERESTING THESE ANNOUNCEMENTS SO CLOSE TO EARNINGS - HMMMM CANADA-U.S. TRADE FIGHT GETS WORSE - Canada announced retaliatory tariffs on about $20 billion of U.S. goods after Washington imposed new 50% tariffs on Canadian imports. - Canada's tariffs range from 15% to 50% across roughly 700 products and begin September 8. - Canada also announced a C$7.5 billion support package for affected businesses and workers. - Another escalation that could hit autos, manufacturing costs and cross-border supply chains. HOUSING - BUYERS KEEP DISAPPEARING - July new-home sales plunged 10.5% to a 607,000 annual rate, the weakest since January. - Median new-home price fell to $393,800, the lowest in four years. - Mortgage rates are still around 6.8%, keeping affordability under pressure. - Only 5.2% of consumers said they expect to buy a home in the next six months - the sharpest drop in more than five years. JACKSON HOLE - WARSH GETS THE MICROPHONE - Kevin Warsh speaks next week at Jackson Hole. - Markets want to know whether sticky inflation, oil and tariffs are enough to keep the Fed in tightening mode. - Long yields are already doing some of the Fed's work. - One sentence could move bonds, the dollar and stocks. - Friday, August 28 at 10:00 a.m. ET. --- BUT - Didn't Warsh say less communication is more? They can't keep put of the spotlight. PCE - THE FED'S FAVORITE INFLATION READ - "The Fed's preferred gauge/measure of inflation" - July PCE lands next week. - Watch for tariff, energy and goods inflation creeping back into the numbers. - A hot print revives hike fears. - A soft print gives risk assets some breathing room - especially with long yields already elevated. THE CONSUMER VS. THE AI BOOM - MORE EARNINGS COMING - Salesforce, CrowdStrike and Marvell give another read on corporate AI spending. - Dollar General, Dollar Tree, Best Buy and Ulta test the other side of the economy. - The setup is getting interesting: companies are still spending aggressively on AI while consumers look increasingly selective. - If that gap widens, it could become one of the bigger market themes into the fall. AROUND THE WORLD EUROPE - QUIETLY GETTING INTERESTING - European stocks slipped this week, but money has started flowing back into the region. - Euro-zone business activity is growing at its fastest pace this year, while Q2 earnings growth for STOXX 600 companies is running surprisingly strong. - CONCEPT: Europe may be turning into the anti-U.S. trade - less AI concentration, cheaper valuations, but more sensitivity to energy. JAPAN - BETTER DATA, WORSE MARKET - Japan's Nikkei lost about 4% this week even as the economic data improved. - August manufacturing PMI jumped to 55.1, with new orders rising at the fastest pace since 2018. - Semiconductors and AI-related demand are helping drive the factory rebound. - Stronger growth also keeps the BOJ rate-hike discussion alive - good economy, potentially tougher market. BIG PHARMA - CHINA'S WEIGHT-LOSS GOLD RUSH - Lilly, Novo Nordisk and others are aggressively targeting China's obesity market, where obesity rates are projected to top 65% by 2030. - China bans direct prescription-drug advertising, so companies are using subway ads, gyms, influencers and "disease awareness" campaigns instead. - China's GLP-1 market could reach roughly 30 billion yuan over the next 5-7 years. - Interesting regulatory gray area: education campaigns that look a lot like drug advertising without actually naming the drug. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Hugh discusses Operation Economic Outcast, Canadian tariffs, Hasan Piker, and talks with Mary Kissel, Noah Rothman, Bethany Mandel, Jim Talent, James Taylor, and Danielle Pletka.See omnystudio.com/listener for privacy information.

The sector  American renewables has undergone policy uncertainty, even whiplash. Challenging a sector already impacted by rising interest rates and infrastructure back-logs. Despite that, the renewable sector matches Europe in scale and continued to grow. Now, in a world of data centers and increasing power demand, is its fortune set to be reversed? Returning to the show, and this time in person, hence slightly different audio quality this time, is Julie McLaughlin, Managing Director and Partner at Alvarez & Marsal Julie was last on the show in late 2023, calling for the imperative of capital discipline within the renewables sector, a call that turned out to be very prescient indeed. This time, Julie's sharing how the sector fared in the wake of that call and where it's headed. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

The memo has gone out. Now Con Inc. is suddenly defending data centers, hyperscale AI infrastructure, and Flock surveillance cameras — using the same handful of talking points over and over again. Today, I break down the sudden, coordinated push for techno-dystopianism and expose the myths perpetuated by those who are late to the fight. I explain how the issue cannot be properly understood with slogans about “China,” “innovation,” “capitalism,” or “the technology revolution.” You have to look at what is actually being built, who is receiving the subsidies and tax breaks, who is paying for the infrastructure, and what the projects are doing to land, electricity, water, and local communities. This isn't an argument against technology. It's an argument against government favoritism, corporate welfare, land-grabs, surveillance, and forcing ordinary Americans to subsidize somebody else's speculative business model. Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time.  In that world, latency matters less and cost matters more, and Neil has built the whole company around driving the cost of a token as low as it can possibly go. What makes this conversation special is that it is one of the most detailed tours I have ever done through the full stack of intelligence, the software, the chips, and the power, and how all three connect.  Along the way we cover the trade-off between speed and cost that lives inside every GPU, his scavenger strategy for buying the chips and power nobody else wants, his contrarian view on Nvidia, and why the premium the frontier labs charge for being three to six months ahead may not last.  Please enjoy my conversation with Neil Movva. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:20) Neil Movva (00:03:22) Building a Token Factory (00:05:32) The Rise of Long-Running Agents (00:08:47) Deep Research and Cybersecurity (00:15:12) The Full Stack of Intelligence (00:20:03) Throughput Versus Latency (00:24:58) The Future of AI Chips (00:33:19) Why Transformers Work (00:36:43) The Future of Data (00:44:05) The Market for AI Chips (00:47:56) Is the AI Boom Different? (00:51:08) Reinventing the Data Center (00:56:43) Scavenging Power (01:01:04) Where Compute Is Most Inefficient (01:07:02) Open Versus Closed Models (01:10:37) A Trillion Tokens a Day (01:12:42) The Contrarian Case on NVIDIA (01:14:38) Advice for AI Hardware Founders

The political battle over Data Centers sparks calls for moratoriums in several states. Tensions between Hollywood and Paramount erupt – as the studio eyes a massive merger and a potential move out of state. And, the polarizing Lindsay Clancy trial is set to wind down this week. Reporting from Cabot Phillips, Megan Basham, and Lynden Blake. Get the facts first with Morning Wire.- - -Ep. 3054- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to https://www.joindeleteme.com/WIRE and use promo code WIRE at checkout.Ethos - Take 10 minutes to get covered today, with life insurance through Ethos. Get your free quote at https://ETHOS.com/wire MyPatriotSupply - My Patriot Supply's Road to Preparedness Challenge is giving one family an almost $600 preparedness bundle. Entering is easy: go to https://PREPAREWITHWIRE.COM to enter. Be independent. Be prepared. Be ready.- - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

WarRoom Battleground EP 1074: Data Centers And AI In The Battleground Of Texas