Podcasts about data centers

On episode 231 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Daniel Clifton and Chris Verrone of Strategas Research to discuss:TOPICS and much more! This episode is sponsored by Grayscale and Janus Henderson Investors. Visit Grayscale.com/Compound to get started.  Learn more at https://www.janushenderson.com/ Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Grayscale disclosure: Grayscale is the world's largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

After bubbling up over the last few months, the debate over data centers in Denver boiled over this week. Mayor Mike Johnston imposed a moratorium on new ones being built, then a community meeting erupted in chants to halt construction on one going up in Elyria-Swansea. Our green chile correspondent Justine Sandoval was at the town hall, and she joins host Bree Davies and producer Paul Karolyi to get into it — plus, Douglas County has a new retail theft measure that could lead to fines for businesses that don't report shoplifting and, as always, our wins and fails of the week. Paul mentioned Greeley's big arena vote and Humane Colorado. Bree talked about Blucifer's First Rodeo. Justine discussed the Westernaires dropping Native American dancing and the Garfield County sheriff's comments about Rep. Elizabeth Velasco. What do you think about data centers being build in Denver? We want to hear from you! Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 For even more news from around the city, subscribe to our morning newsletter at denver.citycast.fm. Watch clips from the show on YouTube: youtube.com/@citycastdenver or Instagram @citycastdenver Chat with other listeners on reddit: r/CityCastDenver Support City Cast Denver by becoming a member: membership.citycast.fm/Denver Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise

With the continued growth of data centers for clouds, neoclouds (especially AI model training), for carriers, and for the enterprise, it's important to discuss data center network operations and issues. Scott is joined by Dr. Peter Welcher, a consultant, blogger, and Tech Field contributor. Together, they dive into how latency and the rise of AI... Read more »

With the continued growth of data centers for clouds, neoclouds (especially AI model training), for carriers, and for the enterprise, it's important to discuss data center network operations and issues. Scott is joined by Dr. Peter Welcher, a consultant, blogger, and Tech Field contributor. Together, they dive into how latency and the rise of AI... Read more »

Today on City Cast Portland we're looking into a troubling 911 call from an ICE officer, Gov Kotek's confusing stance on data centers, and a group that hosts real life seasons of “Survivor” right here in Portland. Joining host Claudia Meza on this week's Friday news roundup are Stumptown Savings founder, Bryan M. Vance and our very own executive producer, John Notarianni. Discussed in today's episode: Armed ICE Officer in Portland Called 911 During Confrontation [OPB] Oregon Gov. Tina Kotek: Pace of Data Center Growth ‘Is Not Sustainable' [Oregonian] This Group Hosts a Real-Life Version of Survivor in Portland [Portland Mercury] Become a member of City Cast Portland today! Get all the details and sign up here. Who would you like to hear on City Cast Portland? Shoot us an email at portland@citycast.fm, or leave us a voicemail at 503-208-5448. Want more Portland news? Then make sure to sign up for our morning newsletter and be sure to follow us on Instagram. Looking to advertise on City Cast Portland? Check out our options for podcast and newsletter ads at citycast.fm/advertise. Learn more about the sponsors of this February 27th episode: Discover Newport

BIM is powerful. But a model that cannot be built creates downstream friction. In this episode of Prefab, Unfiltered, recorded live at Advancing Prefabrication, Todd Weyandt sits down with Jared Sutliff to explore the gap between BIM, VDC, prefabrication, and field execution. As data center construction accelerates and AI reshapes workflows, the pressure to make prefabrication repeatable and scalable is increasing. But success depends on more than modeling sophistication. It requires constructability, cultural buy-in, and early collaboration between designers, subcontractors, and field teams. This conversation dives into what it really takes to make BIM buildable and prefabrication executable at scale. If you are involved in prefabrication, modular construction, BIM, VDC, or mission-critical project delivery, this episode delivers practical insight from the front lines.   You'll Learn Why a detailed BIM model does not automatically translate to constructability How prefabrication depends on early collaboration between engineers and subcontractors The impact of data center construction on prefab workflows Why AI and automation must align with field realities How repeated modeling mistakes can scale across projects What cultural buy-in looks like when implementing prefab strategies   Meet Our Guest Jared Sutliff brings deep experience at the intersection of BIM, VDC, and electrical prefabrication. With a background in multimedia design and 3D modeling, he transitioned into construction technology and co-founded BIM Technology Management, focusing on constructability, coordination, and scalable prefab workflows. His work centers on aligning digital modeling with real-world installation, particularly in data center and mission-critical environments where repetition and precision are essential.   Todd Takes A Model Is Only Valuable If It Can Be Built. BIM and VDC continue to evolve, but digital sophistication alone does not guarantee success. Prefabrication scales when modeling decisions reflect real jobsite constraints and installation sequencing. Buildable models drive repeatable outcomes. Prefabrication Requires Cultural Buy-In. Technology adoption without field alignment creates friction. Prefab success depends on leadership support, crew involvement, and clear communication across departments. It is not a software rollout. It is an operational shift. Early Collaboration Prevents Scaled Mistakes. In repetitive environments like data centers, small coordination issues can multiply across floors and facilities. Early collaboration between engineers, subcontractors, and suppliers reduces rework and compounds efficiency.   More Resources Thanks for listening! Please be sure to leave a rating and/or review and follow up our social accounts. Bridging the Gap Website Bridging the Gap LinkedIn Bridging the Gap Instagram Bridging the Gap YouTube Todd's LinkedIn Jared's LinkedIn BIMTM Website   Thank you to our sponsors! Graitec North America Graitec North America LinkedIn Autodesk's Website  

A moratorium on new data centers. A replacement for Flock surveillance cameras. A reversal in the Alameda Ave. safety plan debate. These are all big issues in the city right now that Mayor Mike Johnston has recently seemed to change his mind about. So, what gives? Johnston sits down with host Bree Davies and producer Paul Karolyi to explain these big recent shifts — plus, what he thinks about one of his big campaign donors showing up in the Epstein Files and a listener question about Denver Public Schools. 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: membership.citycast.fm What do you think? Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise

BrainChip CEO Sean Hehir joins me to unpack where artificial intelligence is actually headed—and why the dominant “everything in the data center” narrative is incomplete.Most AI conversations fixate on massive models, GPU farms, and trillion-dollar infrastructure bets. This episode shifts the frame. Sean and I explore the structural reality that power consumption, latency, and grid constraints are forcing AI to decentralize—and what that means for founders, engineers, and the broader economy.Sean explains how neuromorphic computing and ultra-low-power silicon enable AI inference outside the data center—inside wearables, medical devices, drones, manufacturing systems, and even space applications. We examine why CPUs and GPUs aren't optimized for edge workloads, how custom silicon changes the economics, and why power efficiency isn't a side issue—it's the bottleneck that determines what scales.The conversation expands into workforce displacement, labor fluidity, productivity cycles, and whether technological acceleration inevitably creates unemployment crises—or simply reshuffles value creation again, as history repeatedly shows.This isn't a speculative futurism episode. It's a grounded look at model trends, infrastructure limits, and how companies survive inside a market moving at month-scale rather than decade-scale.The lesson isn't that AI replaces everything.It's that architecture determines outcomes.TL;DR* AI is centralizing in data centers—but it's also rapidly decentralizing to the edge* Power constraints will shape the next phase of AI more than hype cycles* Neuromorphic and event-driven silicon drastically reduce energy per compute* Edge AI enables medical wearables, safety detection, space systems, and industrial automation* Models are getting larger—but optimization techniques will shrink them into smaller form factors* Productivity gains historically displace tasks—not human adaptability* The future isn't about bigger servers—it's about smarter distribution* Lowest power per compute is a strategic advantage, not a marketing lineMemorable Lines* “Don't bet against humanity. We're very creative.”* “The future of AI isn't just in data centers.”* “Power isn't a feature—it's the constraint.”* “If you're the lowest power solution, you will always have customers.”* “Architecture decides what becomes possible.”GuestSean Hehir — CEO of BrainChipTechnology executive leading the commercialization of neuromorphic AI processors focused on ultra-low-power edge inference. Oversees BrainChip's evolution from early engineering innovation to market-driven, customer-focused deployment.

Bryan Cantrill, the co-founder and CTO of Oxide Computer company, speaks with host Jeremy Jung about challenges in deploying hardware on-premises at scale. They discuss the difficulty of building up Samsung data centers with off-the-shelf hardware, how vendors silently replace components that cause performance problems, and why AWS and Google build their own hardware. Bryan describes the security vulnerabilities and poor practices built into many baseboard management controllers, the purpose of a control plane, and his experiences building one in NodeJS while struggling with the runtime's future during his time at Joyent. He explains why Oxide chose to use Rust for its control plane and the OpenSolaris-based Illumos as the operating system for their vertically integrated rack-scale hardware, which is designed to help address a number of these key challenges. Brought to you by IEEE Computer Society and IEEE Software magazine.

Tech giants are rushing to build data centers — facilities to house their servers — and Pennsylvania is a mostly willing partner. But is Gov. Josh Shapiro (or our very divided) legislature) waffling on that support? Spotlight PA's Kate Huangpu joins City Cast Philly host Trenae Nuri to talk about lawmakers' evolving views on data centers and whether we should be giving them tax breaks.Want to learn more? Read Kate's reporting and check out our episode on PA's data center boom. Learn more about the sponsors of this February 26th episode: The Frick Pittsburgh P3R - Use code CITYCAST15 to save 15% off any event registration Pittsburgh Opera Become a member of City Cast Pittsburgh at membership.citycast.fm. Want more Pittsburgh news?  Sign up for our daily morning newsletter. We're on Instagram @CityCastPgh. Text or leave us a voicemail at 412-212-8893. Interested in advertising with City Cast? Find more info here.

with Brad Friedman & Desi Doyen

More dirty gas and coal plants could be turned on to generate the electricity that powers AI growth, polluting the air and harming the climate. Learn more at https://www.yaleclimateconnections.org/ 

Amid the data center boom, local governments across Ohio are temporarily banning the facilities.

Krystal, Saagar, Ryan and Emily react to Trump's State of The Union speech on Iran, immigration, data centers and more. See omnystudio.com/listener for privacy information.

The race to build smarter AI is crashing into a physical limitation: the power grid simply can't keep up with the energy demands of data centers. Computer scientist Ayșe Coskun shows how we could turn this problem on its head, transforming AI facilities into virtual batteries that help stabilize the grid and accelerate clean energy. Learn why the technology causing this crisis might be the only thing smart enough to fix it.Learn more about our flagship conference happening this April at attend.ted.com/podcast Hosted on Acast. See acast.com/privacy for more information.

Join us in this panel episode of The Edge of Show, live at the Future of Money, Governance, and the Law (FOMGL) 2025 event in Washington, D.C. Join our moderator, Gerard Dache, along with distinguished panelists Amelia Gardner, Jacob Hample, and Adel ElMessiry, as they share their insights on the future of energy and technology. Discover how access to cheap, abundant energy is essential for the flourishing of societies and how it impacts the development of AI, blockchain, and decentralized systems.In this episode, you'll learn about:The groundbreaking work of Filecoin in decentralized cloud storage.The challenges faced by tech companies in securing data center infrastructure.The importance of energy accessibility for sensitive industries.Innovative solutions for modular data centers and decentralized compute power.How individuals and organizations can participate in this rapidly evolving ecosystem.Don't miss this opportunity to hear from visionaries and disruptors who are pushing the boundaries of innovation in the digital renaissance.Support us through our Sponsors! ☕ Want to make content like ours? Sign up with Castmagic to make your creative process easy: https://bit.ly/CastmagicReferral Work smarter, grow faster. Automate your SEO, get AI insights, and manage all your clients in one place with Helm. Start today at helmseo.comAre you a content creator, podcaster or interested in your business getting its voice out there? Then reserve a .podcast domain by paying just one-time as little as $10 for a lifetime of benefits! Check out the details and snag your .podcast domain today! https://get.unstoppabledomains.com/podcast/

DOD – Disrupter Disrupters China markets reopening after Lunar New Year Mexico Cartel Wars Refunds requested for the illegal tariffs PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - The CTP for Caterpillar announced - DOD - Disrupter Disrupters - China markets reopening after Lunar New Year - Mexico Cartel Wars (Jalisco) Markets - Mortgage Rates - looking good! - Tariffs found illegal - that is not stopping anything - Refunds requested for the illegal tariffs - Monday's big drop and AI taking a bite out of stock prices Tariffs - First, who actually knows what is going on. 100% chaos - Supreme court ruled illegal (6-3) - 10% flat across all countries immediately added - Wait a day and make that 15% - FedEx seeks refund for illegal IEEPA tariffs imposed by Trump after the Supreme Court ruled Trump's tariffs exceeded authority - Numerous lawsuits expected for IEEPA tariff refunds - Apple has spent more than $3 billion on tariffs since President Donald Trump enacted his trade policies. What about that? (HOW TO FIGURE OUT WHO GETS THE REFUND) --- Estimate that $175B tariffs have been collected alreay - A group of 22 U.S. Senate Democrats on Monday introduced legislation that would require President Donald Trump's administration to fully refund within 180 days all of the revenue, with interest, collected from tariffs struck down by the U.S. Supreme Court. - The legislation would require the Customs and Border Protection agency, which collects tariffs at U.S. ports of entry, to prioritize small businesses. - The U.S. Customs and Border Protection agency said it will halt collections of tariffs imposed under the International Emergency Economic Powers Act at 12:01 a.m. EST (0501 GMT) on Tuesday Stop The Presses - After years of JCD's rants....... - Apple will soon introduce MacBooks with touch screens - Apple Inc.'s initial touch Macs will have the Dynamic Island at the center top of the display and OLED screen technology. The new MacBook Pro models will have a refreshed, dynamic user interface that can shift between being optimized for touch or point-and-click input. Europe Reacts - "The current situation is not conducive to delivering 'fair, balanced, and mutually beneficial' transatlantic trade and investment, as agreed to by both sides" in the joint statement setting out the terms of last year's trade agreement, the Commission said. "A deal is a deal." - All active discussions are halted on any USA/Europe trade deal The Potential Winners - Brazil and China may be the winners here - Chinese President Xi Jinping has a boost in bargaining power after the US Supreme Court invalidated Donald Trump's broad emergency tariffs, a key point of leverage over China. - The removal of tariff threats will make it harder for Trump to press Xi for larger purchases of certain products and leaves him without a key weapon to strike back if Chinese negotiators make fresh demands. - Xi's team will likely push harder for access to advanced semiconductors, the removal of trade restrictions on Chinese companies, and reduced US support for self-ruled Taiwan, according to Wu Xinbo, director at Fudan University's Center for American Studies. NVDA Earnings - NVIDIA drops its fiscal Q4 2026 (ended Jan 2025) results tomorrow—another make-or-break moment for the AI trade. - The bar is sky-high after years of blowout beats, but whispers of "peak AI" and slowing growth momentum have investors on edge. --- Consensus Expectations : ----Revenue: ~$65.6–$66.1 billion (up ~67–68% YoY from last year's ~$39B; guided $65B ±2% in prior report) ------EPS (adjusted/non-GAAP): ~$1.50–$1.53 (up ~70–72% YoY from $0.89). --------Gross margins: Targeting ~75% non-GAAP (holding strong despite supply chain noise). -----------Key driver: Data Center segment expected to crush ~$58–$60B, fueled by Blackwell ramp and hyperscaler spend. Home Depot Earnings - The home-improvement retailer gained 2.7% after posting fourth-quarter adjusted earnings of $2.72 per share on revenues of $38.20 billion. - That exceeded the per-share earnings of $2.54 on revenues of $38.12 billion expected by analysts polled by LSEG. AMD News - The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. - The cost of the deal is unclear, but the companies' agreement includes a a performance-based warrant that could amount to up to 160 million of AMD shares, according to a statement dated Tuesday. - Meta has committed to deploying up to 6 gigawatts (GW) of AMD's Instinct GPUs (high-end graphics processing units optimized for AI workloads) to power its massive AI data centers. - Analysts estimate the GPU portion alone could be worth $60–$100+ billion over 5+ years Mortgage Rates - The average rate on the popular 30-year fixed mortgage fell to 5.99% on Monday, according to Mortgage News Daily, matching its lowest levels since 2022. - Last year at this time the rate was 6.89%. - A buyer putting 20% down on the median priced home, about $400,000 according to the National Association of Realtors, would have a monthly payment of $1,916 for the principal and interest. One year ago, that payment would have been $2,105, a difference of $189. Life Insurance Record - Manulife Financial Corp. sold a $300 million life insurance policy in Singapore, topping what Guinness World Records certified as the most valuable policy ever issued. - The policy surpasses the previous record of $250 million, set by HSBC Life in Hong Kong in 2024. Manulife said in a statement Tuesday that the deal reflects growing demand from ultra-wealthy clients to preserve their assets. - In Singapore over the past 12 months, Manulife has issued 25 individual policies each worth more than $50 million. Bitcoin Rout - Gemini said it was axing as much as a quarter of its staff and exiting the UK, European Union and Australia entirely. - This week, it parted with its chief operating officer, chief financial officer and chief legal officer, all in a single day. - Its stock has fallen more than 80% from a post-listing high last year, collapsing its market value from a peak of almost $4 billion to under $700 million. Over the Greenland - USA sending a "hospital ship" over - Trump's post on the ship came hours after Denmark's Joint Arctic Command said it had evacuated a crew member who required urgent medical treatment from a U.S. submarine in Greenlandic waters, seven nautical miles outside of Greenland's capital, Nuuk. - Greenland said thanks but no thanks So Long! - U.S. investors are pulling money out of their own stock market at the fastest pace in at least 16 years as Big Tech returns fade and better-performing overseas markets look more attractive. - In the last six months, U.S.-domiciled investors have pulled some $75 billion from U.S. equity products, with $52 billion flowing out since the start of 2026 alone, the most in the first eight weeks of the year since at least 2010 AI Disruption - DOD (Disruption of Disrupters) - CrowdStrike -9.8% and other cybersecurity names under heavy pressure again as AI disruption fears build following Anthropic's Claude Code release - - Cybersecurity stocks are under broad pressure today, extending recent weakness following Friday's launch of Claude Code Security by Anthropic. Claude Code Security scans codebases for vulnerabilities and suggests software patches for human review, fueling a narrative that AI platforms may be moving more quickly into parts of the security workflow than investors had previously expected. For cybersecurity, that raises concern around the forward demand outlook and competitive positioning, particularly in areas tied to application security, cloud security, identity workflows, and security operations automation, where AI-native tools could start to narrow perceived differentiation. - The move suggests investors are still sorting through the implications for product overlap, pricing power, and competitive positioning as AI capabilities evolve quickly. - IBM shares dropping toward lows of the session; attributed to news that Claude can automate cobol modernization COBOL (Common Business-Oriented Language) is a high-level, English-like programming language created in 1959 for business, finance, and administrative data processing. It is renowned for its verbosity, readability, and reliability, processing massive amounts of transactions on mainframe systems,, notes NetCom Learning and IBM. Despite being decades old, it remains critical in banking, insurance, and government sectors. - It is estimated that 70-80% of the world's business transactions are processed by COBOL Grok's Prediction about Future of OpenAi/ChatGPT Scenario Likelihood (My Estimate) Key Factors Outcome for OpenAI/ChatGPT Thriving Leader Medium (40%) Sustained breakthroughs, partnerships (e.g., Microsoft), regulatory wins OpenAI as AI giant; ChatGPT as ecosystem hub for agents/robots Evolved Survivor High (50%) Adaptation to agents/hardware; mergers Exists but rebranded; ChatGPT integrated into daily life tools Decline/Acquisition Low (10%) Overcompetition, funding collapse Absorbed or legacy; ChatGPT commoditized or obsolete Quick check on Europe Shares - European company earnings growth is picking up this reporting season against a tentatively improving economic backdrop, but wary investors are demanding more than solid results to justify sky-high valuations. - Companies representing 57% of Europe's market capitalization have reported so far, achieving average earnings growth of 3.9% in the fourth quarter, ahead of estimates for a final result of a contraction of 1.1% --- That is a big differential.... +3.9 vs -1.1 Iran Talks - News over the weekend that Iran will look to discuss a variety of items and potentially get a deal.... energy, mining and aircraft - Best guess: Iran will string us along like Russia is doing and we will say we have some kind of bogus deal. --- There is some talk of US "going in" as we are building military presence. Supposedly there are some saying it could be a multi-week incursion. - What is the plan - Regime change? What is this? - A divided Supreme Court on Tuesday ruled that Americans can't sue the U.S. Postal Service, even when employees deliberately refuse to deliver mail. - By a 5-4 vote, the justices ruled against a Texas landlord, Lebene Konan, who alleges her mail was intentionally withheld for two years. Konan, who is Black, claims racial prejudice played a role in postal employees' actions. - Justice Clarence Thomas, writing for a majority of five conservative justices, said the federal law that generally shields the Postal Service from lawsuits over missing, lost and undelivered mail includes “the intentional nondelivery of mail.” - So can ballots just be thrown in garbage for mail-ins for one party that will throw out another party's?     Love the Show? Then how about a Donation? HE CLOSEST TO THE PIN for CATERPILLAR 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

The Good?Google to build data center in Minnesota with new solar, wind power and battery storageThe tech company will also bring 1,900 megawatts of new renewable energy to the state under an agreement with utility Xcel.1,900 MW is enough to provide electricity for roughly 1.5 million average homes: enough to power every household in a city roughly the size of ChicagoUK fines Reddit for not checking user ages aggressively enough$19.6 million“Our investigation found that Reddit failed to apply any robust age assurance mechanism and therefore did not have a lawful basis for processing the personal information of children under the age of 13… These failures meant Reddit was using children's data unlawfully, potentially exposing them to inappropriate and harmful content” Microsoft Signs 1.8 Million Ton Carbon Removal Deal to Restore African Rainforest1.8 million tons is equivalent to taking approximately 428,000 gasoline-powered cars off the road for an entire year.or the annual energy use of about 235,000 average American homesSupreme Court strikes down Trump tariffs, rebuking president's signature economic policyFedEx sues for refund of Trump tariffs, days after Supreme Court ruling‍ ‍Ted Sarandos Pushes Back On Trump's Call For Netflix To Fire Board Member Susan Rice"This is a business deal, not a political deal"“He Likes To Do A Lot Of Things On Social Media” Farmer turns down $15.7 million offer from data center developers: ‘It breaks my heart … the rest of every square inch is going to get built on'After farming for more than six decades in Pennsylvania, 86-year-old Mervin Raudabaugh was offered $60,000 per acre by the developers for his 261 acres—amounting to $15.7 million.But in December, the Lancaster Farmland Trust bought the development rights for just under $2 million, guaranteeing that Raudabaugh's land will only be used for farming.Revenge of the English majors: The age of AI is driving new respect for humanities skills Trump team livid about Dario Amodei's principled stand to keep the Defense Department from using his AI tools for warlike purposes‍ ‍New York nurses union wins 12% raise, AI safeguards in a tentative deal to end monthlong strikeMeta and YouTube are now facing a legal reckoning that harkens back to cases against big tobacco New Mexico's historic move to give universal child care to parents in the state is paid for by an oil and gas windfallNew Mexico Governor Michelle Lujan GrishamTrump Notwithstanding, America's Unions Actually Grew Last YearA 16-Year High: In 2025, the total number of workers represented by a union reached 16.5 million.That is a net increase of 463,000 workers in a single year, the highest volume of unionized labor in the U.S. since 2009.The Youth Surge: Growth wasn't driven by "old-school" labor alone. Workers under the age of 45 accounted for a staggering 92% of the growth (428,000 of the 463,000 new members). This highlights a generational shift where younger workers are viewing unions as a primary shield against AI and job instability.Walmart exec says it's ‘unfortunate' that other companies are slashing workforces in the name of AI—it's offering training to 1.6 million workers insteadThe retail giant has just announced that its 1.6 million workforce will be provided free AI training.Both frontline and corporate staff in the U.S. and Canada will have access to an eight-hour course on the fundamentals of AI, as part of its partnership with Google's new AI Professional Certification.Donna Morris, Walmart's chief people officerThe Stupid?Skin-Crawlingly Awkward Video Shows Sam Altman and Dario Amodei Refusing to Hold Hands‍ ‍Sam Altman gets defensive about AI's massive electricity usage: ‘It also takes a lot of energy to train a human' Uber employees have an AI clone of CEO Dara Khosrowshahi — and use 'Dara AI' before talking to the big boss himself ‍ ‍Pope Implores Priests to Stop Writing Sermons Using ChatGPT‍ ‍Tech CEOs Confused by Why Everybody Hates AI So MuchMcDonald's CEO is a ‘supersubscriber' of AI tools—and even used it to photoshop all his kids into a Christmas card

Today, Sun reporters John Ingold and Michael Booth talk about a big fight over data centers, plus questions around the search for a new CSU chancellor.See omnystudio.com/listener for privacy information.

Andrew McCalip, Head of Research and Development at Varda Space Industries, joins Double Take to explore an emerging idea that could redefine how and where AI infrastructure scales next: placing data centers in orbit.

Just a handful of tech companies plan to spend nearly $700 billion combined this year investing in artificial intelligence — and much of that money will go to data centers and the energy used to keep them on. How is this boom transforming the American energy system, and what does it mean for clean energy?On this episode of Shift Key, Rob is joined by Peter Freed, a founding partner at the Near Horizon Group and the former director of energy strategy at Meta from 2014 to 2024. They discuss why data center developers opt for certain energy sources over others, why AI is driving an unprecedented off-grid natural gas boom, and why batteries now pair especially well with gas. Yikes!This conversation was originally recorded for a webinar hosted by Heatmap Pro. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Breaking Down the Doomsday AI Memo That Spooked Markets​Inside Form Energy's Big Google Data Center DealThe New York Times on AI's polling problemsPreviously on Shift Key: What's Really Holding Back New Data Centers--This episode of Shift Key is sponsored by …Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. today to see the premier intelligence platform for project permitting and community engagement. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

As state legislators begin to talk about next year's budget, data centers have taken center stage, sparking negotiations over proposed regulations. The companies behind data centers promise new jobs, but there's growing concern among lawmakers over the loss of billions of dollars due to their eligibility for a tax exemption and their impact on the environment and utility costs. Host Trenae Nuri is joined by Kate Huangpu, a government reporter for Spotlight PA.  Read Kate's reporting here.  Our newsletter has Philly news & events in your inbox every weekday morning. Call or text us: 215-259-8170 Instagram: @citycastphilly Support our show and get great perks as a City Cast Philly Neighbor: membership.citycast.fm Advertise on the podcast or in the newsletter: citycast.fm/advertise

Louisiana public schools must display the Ten Commandments after a federal appeals court allowed the law to take effect late last week, overturning a lower court's decision. But critics have vowed to keep fighting it. And schools are weighing what it all means for them.WWNO and WRKF's education reporter Aubri Juhasz tells us more. Artificial intelligence data centers are growing across the country. In Louisiana, construction for a massive Meta data center is underway in Richland Parish.But what are the energy costsof these centers? And who will pay for skyrocketing electric bills? In Louisiana, that may fall to residents.Paul Arbaje, energy analyst for the Union of Concerned Scientists, has been reporting on the costs of AI data centers for The Equation. He joins us with more. A new exhibit at the Louisiana Children's Museum explores how children think, create and interact with the world around them. Curators say it's not just for kids. It also presents it in a way grownups can understand and it encourages parents and educators to experience how young children process the world.Shannon Blady, the museum's chief learning officer, joins us for more.—Today's episode of Louisiana Considered was hosted by Adam Vos. Our managing producer is Alana Schreiber. We get production support from Garrett Pittman and our assistant producer Aubry Procell.You can listen to Louisiana Considered Monday through Friday at noon and 7 p.m. It's available on Spotify, the NPR App and wherever you get your podcasts. Louisiana Considered wants to hear from you!Please fill out our pitch line to let us know what kinds of story ideas you have for our show. And while you're at it, fill out our listener survey! We want to keep bringing you the kinds of conversations you'd like to listen to.Louisiana Considered is made possible with support from our listeners. Thank you!

What happens when technology starts automating and augmenting the cognitive tasks that form the backbone of many professions?    The stakes are high: companies are reorganizing, workers are anxious, and major investors are pouring billions into models, chips and data centers. Meanwhile, governments face important decisions on how to minimize social disruption from AI, while maximizing economic gains.    Explore which jobs are most exposed, what factors could boost productivity gains, and the steps governments are taking to manage the transition: https://www.moodys.com/ai-insights   Host: Gabriel Agostini, Assistant Vice President, Credit Strategy and Research, Moody's Ratings   Guests: Ana Rayes, Vice President, Senior Analyst, Moody's Ratings; Elisa Parisi-Capone, Vice President, Senior Analyst, Moody's Ratings   Related Research: Artificial Intelligence – Global – AI productivity gains to hinge on demographics and occupational structures 23 Feb 2026 Artificial Intelligence – Global – AI will reshape the nature of labor, with varying social risks across economies 24 Feb 2026   © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can cutting methane leaks help fuel the rising energy demand from AI data centers? On this episode of the ESG Currents podcast, Carl Pope, former Sierra Club executive director, and Last Mile Production CEO Zach Wagner join BI climate analyst Andrew Stevenson to discuss how leaking and vented methane has the potential to help meet Texas’ surging power demand. Methane leaks are a major source of greenhouse gas emissions, and capturing that lost gas could help ease rising US natural gas costs.See omnystudio.com/listener for privacy information.

Hood County Homeowners say "Heck No" to Data Centers full 488 Wed, 25 Feb 2026 01:38:28 +0000 VwMwsDwBXnj7RpoHpzIEXAjwZvtQ0dWl news KRLD All Local news Hood County Homeowners say "Heck No" to Data Centers A dive into the top headlines in Dallas Fort Worth, delivering the news you need in 10 minutes or less multiple times a day. 2024 © 2021 Audacy, Inc. News False https://player.amperwavepodcasting.com?f

Irish Households are paying twice as much for their electricity as data centres, according to a report by Eurostat.Charlie Weston, personal finance editor with the Irish Independent, joins The Last Word to discuss this and also claims that Irish banks are ripping off young savers. Catch the full chat by pressing the 'Play' button on this page!

This episode of Vermont Viewpoint was published 02/25/2026.

In today's episode, I sit down with entrepreneur Charles Yeomans, CEO of Atombeam Technologies, to talk about a real data bottleneck hiding in plain sight. We break down why most machine generated data never makes it through the network, how Atombeam's Nerpak software moves far more information without new hardware, and why that matters for defense, mobility, storage, and edge computing. Charles explains how shrinking data changes security and situational awareness, what this means for AI operating outside massive data centers, and why crowdfunding became the right path for backing a seasoned founder building infrastructure level technology. This Reg A offering is made available through StartEngine Primary, LLC, member FINRA/SIPC. This investment is speculative, illiquid, and involves a high degree of risk, including the possible loss of your entire investment. Please review the Offering Circular and Risk Factors before investing. Link to invest: https://www.startengine.com/offering/atombeam

The next in our series of discussions with CEO's of companies that are putting AI to work has Fransico Martin-Rayo of Helios discussing the agricultural supply chain with host Eric Hanselman. Helios is leveraging AI to generate insights in the complex dynamics of food production and sourcing at a dramatically finer level of granularity. AI not only enables more complex analysis but also allows customized delivery of the results. Shifting interfaces from legacy dashboards and static reports to queryable constructs lets users explore the analyses in ways that better fit their needs. AI can deliver custom insights at scale in ways that weren't possible with traditional application interfaces. One of the principal shifts accelerating AI, is the availability of better data. Helios integrates massive weather data sets with market history and global events to generate forecasts. While the volumes of data are growing it's seen significant reductions in the cost per token in their infrastructure. Improving efficiency can expand the depth of analysis, as well as the frequency of forecast updates. More S&P Global Content: ANALYSIS: Tariff gap likely to keep China's soybean imports anchored to Brazil India to export 2.5 million mt wheat after near 4-year ban Look Forward Journal: Geopolitics of data centers Next in Tech | Ep. 209: Datacenters and Energy Markets in Europe For S&P Global Subscribers: 2026 Trends in Data, AI & Analytics 2026 US Data Centers and Energy Report Highlights from Enlit Europe 2025: Flexibility, visibility and digital energy Credits: Host/Author: Eric Hanselman Guest: Francisco Martin-Rayo, CEO and Co-Founder of Helios Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

Ari Rastegar attracts large check writers for a diverse array of deals. From industrial to office, land and entitlements, to build to rent and mixed-use. Ari sees his firm as experts and identifying where the trends are going and buying real estate in that path. We touch on a wide ranging list of topics from struggling deals to building a high rise to entitling land. Connect with Ari:https://www.linkedin.com/in/arirastegar/https://rastegarcapital.com/ Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*The audio of this podcast is never generated by AI. However, some of the show notes and images may have been generated using AI tools.

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The data center industry is racing into the AI era with bigger campuses, tighter timelines, and unprecedented infrastructure complexity. But in this episode of The Data Center Frontier Show Podcast, 7x24 Exchange International founding member and Mission Critical Global Alliance (MCGA) board member Dennis Cronin argues the industry's biggest constraint may be the one it talks about least: people. Cronin's message is direct: the “talent cliff” isn't coming; it's already here. Based on recent research into open roles, he estimates 467,000 to 498,000 openings in core data center positions (facilities and ops leadership, electrical, generator/UPS, HVAC, controls), plus another ~514,000 emerging roles tied to AI infrastructure, sustainability, and cyber-physical security—bringing the total to roughly one million jobs the industry needs to fill. A major driver is what Cronin calls the “five-year experience trap”: employers require five years of experience even for entry-level roles, but newcomers can't get experience without being hired. The result is widespread talent poaching, involving workers jumping from site to site for 10–20% raises, without expanding the overall labor pool. Cronin also highlights a frequently missed reality in public policy debates: the job multiplier effect. While data centers may have lean direct staffing, they support a much larger ecosystem of contractors, service providers, and manufacturers, from generator and UPS technicians to security integrators and the electrical/mechanical supply chain, many of whom are already scrambling to hire. On training, Cronin explains why company-run programs and commercial training aren't enough on their own. Internal academies often produce siloed specialists trained for a single operator's environment, while commercial courses, often ~$1,000 per day per person, are typically designed to upskill people already in the industry, not onboard new entrants. MCGA's strategy focuses on community colleges as the most scalable on-ramp: affordable programs, scholarships, and hands-on labs that can produce strong technicians in two-year degrees. Cronin cites programs at Cleveland Community College (NC), Northern Virginia Community College, and Southside Community College (VA), noting that dozens of schools are exploring data center curricula but funding remains a barrier. Cronin's proposed solution is a true workforce ecosystem: outreach, standardized curriculum, certification labs, structured apprenticeships, and employer commitments. He also advocates replacing the “five years” requirement with an entry-level certification that proves foundational knowledge, i.e. acronyms and language, reading one-lines, SOPs/MOPs, and crucially, safety and situational awareness in electrical and mechanical environments. Finally, Cronin tackles the money question. With $60B in data centers announced this year, he says the industry needs a major, shared investment across operators, vendors, contractors, and manufacturers to fund training and scholarships at scale. The stakes are operational: in an era of gigawatt AI facilities and shrinking margins for error, workforce readiness is now a mission-critical issue.

The race to cash in on artificial intelligence has triggered a data center building boom that is quickly becoming the largest infrastructure effort of our time. With these enormous facilities being built all over the world, an army of safety professionals is now racing to understand the complex systems in data centers and mitigate their hazards, even as the technology inside continues to rapidly evolve. Today on the podcast, we welcome Michael Brune, one of those safety experts on the frontlines of overseeing safety during the data center buildout. As the fire marshal of Goodyear, Arizona, a suburb of Pheonix, Brune and his office review designs and issue permits for data centers, and oversee construction and inspections. He's had a lot to do. The city now has at least 30 data centers in various stages of completion, most of which have gone up in just the last few years. Brune shares his experiences and lessons learned as an AHJ overseeing several enormous data center projects, and what it's like playing a high-stakes safety tug-of-war with some of the richest corporations on earth.    LINKS: 
 Read the cover story of the NFPA Journal, "Fast, Furious, Immense." Learn more about NFPA 75, Standard for Fire Protection of Information Technology Equipment

Large law firms are going all in on the nationwide data center build out—nevermind that lurking AI bubble. On today's episode of our podcast, On The Merits, we hear from Bloomberg Law reporter Roy Strom about several examples of law firms deploying multidisciplinary practice groups to solve complex problems for data center builders. Roy also talks about why it may not pay for firms to approach the data center boom cautiously. "If this work goes away, the law firms will struggle, there'll be some partners who have a lot of time on their hands," he said, "but the bigger risk to the law firms right now is probably missing out on a sort of once-in-a-generation extravaganza." Do you have feedback on this episode of On The Merits? Give us a call and leave a voicemail at 703-341-3690.

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Krystal and Saagar discuss cartel violence exploding in Mexico after a top leader was killed, big tech loses it after public backlash to data centers. Jeffrey Sachs: https://www.jeffsachs.org/Jose Luis: https://x.com/GranadosCejaCharlie Kratovil: https://x.com/Charlie4Change To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.comMerch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

Data centers use a lot of electricity and water to power artificial intelligence. They're also economic drivers. The issue divides state lawmakers who are considering two bills: One would give developers a tax break if they build in Colorado; the other would regulate their impacts on neighborhoods and the environment. We present the debate with Purplish, the podcast about politics and policy from CPR News and the Colorado Capital News Alliance. 

Ohio ranks fifth in the nation for data centers. Does the development of this industry need more regulation?

Ohio ranks fifth in the nation for data centers. Does the development of this industry need more regulation?

Ever wonder what resorts and businesses are doing to conserve water, or how Southern Nevada can continue to grow under drought conditions? Crystal and Bronson talk about those topics and more on this special episode of the Water Smarts Podcast, “TAP THE TRUTH: Crystal and Bronson answer your questions about all things water in Southern Nevada.”Hosts: Bronson Mack and Crystal Zuelkehttps://www.snwa.com/https://www.snwa.com/

Everyone's talking about AI these days, including Chicagoans. And now, more data centers are popping up across the country, thanks in part to the AI revolution. But some cities are stemming the tide, including Madison, Wisconsin, who recently passed a one-year moratorium on new data center construction. City Cast CEO David Plotz feels strongly that this was the wrong choice! He's sitting down with City Cast Madison podcast host Bianca Martin to weigh the pros and cons of data centers, and debate the economic, ethical, and ecological considerations at the heart of this debate. Plus, David and Bianca share must-know tips for making it in Madison and DC.  We also mentioned this City Cast Madison episode. Is there something your city is doing that we should be talking about? Email David now!  We're also on Instagram: @yourcitycouldbebetter Looking to advertise on Your City Could Be Better? Check out our options.

Everyone's talking about AI these days, including Denverites. And now, more data centers are popping up across the country, thanks in part to the AI revolution. But some cities are stemming the tide, including Madison, Wisconsin, who recently passed a one-year moratorium on new data center construction. City Cast CEO David Plotz feels strongly that this was the wrong choice! He's sitting down with City Cast Madison podcast host Bianca Martin to weigh the pros and cons of data centers, and debate the economic, ethical, and ecological considerations at the heart of this debate. Plus, David and Bianca share must-know tips for making it in Madison and DC.  We also mentioned this City Cast Madison episode. Is there something your city is doing that we should be talking about? Email David now!  We're also on Instagram: @yourcitycouldbebetter Looking to advertise on Your City Could Be Better? Check out our options.

Everyone's talking about AI these days, including Salt Lakers. And now, more data centers are popping up across the country, thanks in part to the AI revolution. But some cities are stemming the tide, including Madison, Wisconsin, who recently passed a one-year moratorium on new data center construction. City Cast CEO David Plotz feels strongly that this was the wrong choice! He's sitting down with City Cast Madison podcast host Bianca Martin to weigh the pros and cons of data centers, and debate the economic, ethical, and ecological considerations at the heart of this debate. Plus, David and Bianca share must-know tips for making it in Madison and DC.  We also mentioned this City Cast Madison episode. Is there something your city is doing that we should be talking about? Email David now!  We're also on Instagram: @yourcitycouldbebetter Looking to advertise on Your City Could Be Better? Check out our options.