Podcasts about data centers

6G, Data Centers, Alien Abductions & Holiday Madness Edition - Amanda Joan of Heart - TSP # 23816G, Data Centers, Alien Abductions & Holiday Madness EditionIn this high-voltage episode, Amanda Joan of Heart joins Typical Skeptic for a no-holds-barred dive into the bizarre tech takeover of our lives—from looming 6G, massive data centers, and EMF warfare to alien abductions, mind control, and the chaotic energies swirling around the holiday season. Is it just Christmas craziness... or is something more sinister afoot? Tune in for deep truths, real talk, and a few cosmic curveballs.6G #6GExposed #DataCenter #AlienEncounters #GodEncounters #HolidayMadness

Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market. In this episode: Sitting down with Frank Holmes of U.S. Global Investors and HIVE [0:10] The U.S. and China are in a data center arms race [5:30] Paraguay is key to Bitcoin mining [15:11] Why the gold-vs.-Bitcoin debate is absurd [25:37] The key ingredient to finding value in the market [32:41] How to access Frank Holmes' insights [37:22] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Dec 30, 2025 – When tech, energy, and geopolitics collide: Mark Mills on AI's explosive energy impact, plus Jim Puplava on the global race for resources. Don't miss these “Best of 2025” episodes explaining how the most energy and commodity-intensive...

Aaron and Brian make some bold predictions for the 2026 Cloud and AI markets, as well as reviewing the biggest issues going into 2026.  SHOW: 989SHOW TRANSCRIPT: The Cloudcast #989 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTES:CLOUD & AI NEWS OF THE MONTH - NOV 2025 (show)CLOUD & AI NEWS OF THE MONTH - OCT 2025 (show)CLOUD & AI NEWS OF THE MONTH - SEPT 2025 (show)CLOUD & AI NEWS OF THE MONTH - AUG 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUL 2025 (show)CLOUD & AI NEWS OF THE MONTH - JUN 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAY 2025 (show)CLOUD & AI NEWS OF THE MONTH - APR 2025 (show)CLOUD & AI NEWS OF THE MONTH - MAR 2025 (show)2026 CLOUD + AI PREDICTIONS (AND BIG ISSUES TO REVIEW)OpenAI Revenues and Focus AreasNVIDIA customer profitabilityCompanies moving to GOOG TPUsEnterprise success beyond CoPilot/GeminiEnterprise data+model trainabilityEnterprise price hikesBroadcom, AMD, Groq - alternative HW optionsData Center buildoutsDoes AI spending shiftWhat is Agentic AI?Long term spending + short term refocusesPREDICTIONS:At least one big AI IPO in 2026, and it won't go well. (Aaron says Anthropic)People will question whether Sam Altman is the right person to lead OpenAIAI will be a central issue in the 2026 US elections, either about job losses or electricity pricesOne major LPU/TPU/dedicated inference chip will break through in 2026Azure will be the Number One Cloud… (Aaron has to keep it going)We will start to see a shift in the Enterprise from big models in the sky (1+trillion parameters) to dedicated, purpose-built models of 500M or less in size for efficiency and securityGemini will dominate the consumer/prosumer space, OpenAI will go through the trough of disillusionmentThe industry will shift to a base/instruct and a reasoning split of modelsAWS and Azure will double down on being a solutions provider instead of a primitive supplier for AI and infrastructureFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

This is a special bonus episode of the KOSU Daily as we are currently on a break for the holidays.In this episode we look back at some of our favorite stories of 2025.You can support this local journalism with a gift at Donate.KOSU.org.The KOSU Daily will return with regular episodes on January 5th.

The Information's Cory Weinberg joins TITV Host Akash Pasricha to discuss Uber's potential acquisition of parking app SpotHero. We also talk with Elon Musk Reporter Theo Wayt about xAI's massive third data center expansion in Memphis and Creative Strategies' Austin Lyons about which photonics startups NVIDIA might target for M&A in 2026. Finally, we get into Oracle's potential "chip-backed" securities and Brookfield's new cloud company, Radiant, with AI & Finance Reporter Miles Kruppa.Articles discussed on this episode: https://www.theinformation.com/articles/uber-considers-deal-parking-app-spotherohttps://www.theinformation.com/articles/brookfield-start-cloud-business-lower-cost-aihttps://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-centerTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

As Southeast Asia positions itself as a global hub for data centres and digital infrastructure, banks are stepping up lending to support the boom. But with growth comes new forms of credit risk. Dan Koh speaks with Rena Kwok, Senior Credit Analyst, Asian Financials, Bloomberg Intelligence, about Singapore banks’ exposure to data centre loans, whether risks are contained, a look ahead to ASEAN banks’ outlook for 2026, and the impact of currency volatility across the region.See omnystudio.com/listener for privacy information.

Minnesota may be known as the land of ten thousand lakes, but an explosion of proposals for data centers this past year has some wondering if it could soon become the land of ten thousand data centers. From Faribault to Hermantown, places across the state are facing the possibility of a data center coming to their community. With cool temperatures and favorable tax exemptions, Minnesota has become an attractive place for tech companies searching for a place to build their data storage houses. MPR News reporter Kirsti Marohn has been following the data center beat. She joined Minnesota Now to recap all that happened in 2025.

It turns out that a bill that would have protected Californians from rising electric bills due to AI data centers won't be doing that for now at least. This after major changes were made before the bill was finally passed. For more on this KCBS Radio News Anchor spoke with KCBS insider Phil Matier

Unless you've been completely disconnected from the news cycle, it's impossible to ignore the explosion of conversation around data centers, energy demand, and AI infrastructure. These topics aren't abstract anymore—they're reshaping local communities, capital markets, and the future of technology itself. Living in Northern Virginia, particularly Loudoun County, makes this reality impossible to miss. This region is now the largest data center market in the United States by capacity, with more than 3,000 megawatts of installed power—roughly six times larger than the next biggest market, the Dallas–Fort Worth area. That concentration alone tells a powerful story about where the digital backbone of the modern economy is being built.

Original Release Date: November 13, 2025Live from Morgan Stanley's European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology. We were live on stage at Morgan Stanley's 25th TMT Europe conference. We had so much to discuss around the themes of AI enablers, semiconductors, and telcos. So, we are back with a concluding episode on tech disruption and data center investments. It's Thursday the 13th of November at 8am in Barcelona. After speaking with the panel about the U.S. being overweight AI enablers, and the pockets of opportunity in Europe, I wanted to ask them about AI disruption, which has been a key theme here in Europe. I started by asking Adam how he was thinking about this theme. Adam Wood: It's fascinating to see this year how we've gone in most of those sectors to how positive can GenAI be for these companies? How well are they going to monetize the opportunities? How much are they going to take advantage internally to take their own margins up? To flipping in the second half of the year, mainly to, how disruptive are they going to be? And how on earth are they going to fend off these challenges? Paul Walsh: And I think that speaks to the extent to which, as a theme, this has really, you know, built momentum. Adam Wood: Absolutely. And I mean, look, I think the first point, you know, that you made is absolutely correct – that it's very difficult to disprove this. It's going to take time for that to happen. It's impossible to do in the short term. I think the other issue is that what we've seen is – if we look at the revenues of some of the companies, you know, and huge investments going in there. And investors can clearly see the benefit of GenAI. And so investors are right to ask the question, well, where's the revenue for these businesses? You know, where are we seeing it in info services or in IT services, or in enterprise software. And the reality is today, you know, we're not seeing it. And it's hard for analysts to point to evidence that – well, no, here's the revenue base, here's the benefit that's coming through. And so, investors naturally flip to, well, if there's no benefit, then surely, we should focus on the risk. So, I think we totally understand, you know, why people are focused on the negative side of things today. I think there are differences between the sub-sectors. I mean, I think if we look, you know, at IT services, first of all, from an investor point of view, I think that's been pretty well placed in the losers' buckets and people are most concerned about that sub-sector… Paul Walsh: Something you and the global team have written a lot about. Adam Wood: Yeah, we've written about, you know, the risk of disruption in that space, the need for those companies to invest, and then the challenges they face. But I mean, if we just keep it very, very simplistic. If Gen AI is a technology that, you know, displaces labor to any extent – companies that have played labor arbitrage and provide labor for the last 20 - 25 years, you know, they're going to have to make changes to their business model. So, I think that's understandable. And they're going to have to demonstrate how they can change and invest and produce a business model that addresses those concerns. I'd probably put info services in the middle. But the challenge in that space is you have real identifiable companies that have emerged, that have a revenue base and that are challenging a subset of the products of those businesses. So again, it's perfectly understandable that investors would worry. In that context, it's not a potential threat on the horizon. It's a real threat that exists today against certainly their businesses. I think software is probably the most interesting. I'd put it in the kind of final bucket where I actually believe… Well, I think first of all, we certainly wouldn't take the view that there's no risk of disruption and things aren't going to change. Clearly that is going to be the case. I think what we'd want to do though is we'd want to continue to use frameworks that we've used historically to think about how software companies differentiate themselves, what the barriers to entry are. We don't think we need to throw all of those things away just because we have GenAI, this new set of capabilities. And I think investors will come back most easily to that space. Paul Walsh: Emmet, you talked a little bit there before about the fact that you haven't seen a huge amount of progress or additional insight from the telco space around AI; how AI is diffusing across the space. Do you get any discussions around disruption as it relates to telco space? Emmet Kelly: Very, very little. I think the biggest threat that telcos do see is – it is from the hyperscalers. So, if I look at and separate the B2C market out from the B2B, the telcos are still extremely dominant in the B2C space, clearly. But on the B2B space, the hyperscalers have come in on the cloud side, and if you look at their market share, they're very, very dominant in cloud – certainly from a wholesale perspective. So, if you look at the cloud market shares of the big three hyperscalers in Europe, this number is courtesy of my colleague George Webb. He said it's roughly 85 percent; that's how much they have of the cloud space today. The telcos, what they're doing is they're actually reselling the hyperscale service under the telco brand name. But we don't see much really in terms of the pure kind of AI disruption, but there are concerns definitely within the telco space that the hyperscalers might try and move from the B2B space into the B2C space at some stage. And whether it's through virtual networks, cloudified networks, to try and get into the B2C space that way. Paul Walsh: Understood. And Lee maybe less about disruption, but certainly adoption, some insights from your side around adoption across the tech hardware space? Lee Simpson: Sure. I think, you know, it's always seen that are enabling the AI move, but, but there is adoption inside semis companies as well, and I think I'd point to design flow. So, if you look at the design guys, they're embracing the agentic system thing really quickly and they're putting forward this capability of an agent engineer, so like a digital engineer. And it – I guess we've got to get this right. It is going to enable a faster time to market for the design flow on a chip. So, if you have that design flow time, that time to market. So, you're creating double the value there for the client. Do you share that 50-50 with them? So, the challenge is going to be exactly as Adam was saying, how do you monetize this stuff? So, this is kind of the struggle that we're seeing in adoption. Paul Walsh: And Emmet, let's move to you on data centers. I mean, there are just some incredible numbers that we've seen emerging, as it relates to the hyperscaler investment that we're seeing in building out the infrastructure. I know data centers is something that you have focused tremendously on in your research, bringing our global perspectives together. Obviously, Europe sits within that. And there is a market here in Europe that might be more challenged. But I'm interested to understand how you're thinking about framing the whole data center story? Implications for Europe. Do European companies feed off some of that U.S. hyperscaler CapEx? How should we be thinking about that through the European lens? Emmet Kelly: Yeah, absolutely. So, big question, Paul. What… Paul Walsh: We've got a few minutes! Emmet Kelly: We've got a few minutes. What I would say is there was a great paper that came out from Harvard just two weeks ago, and they were looking at the scale of data center investments in the United States. And clearly the U.S. economy is ticking along very, very nicely at the moment. But this Harvard paper concluded that if you take out data center investments, U.S. economic growth today is actually zero. Paul Walsh: Wow. Emmet Kelly: That is how big the data center investments are. And what we've said in our research very clearly is if you want to build a megawatt of data center capacity that's going to cost you roughly $35 million today. Let's put that number out there. 35 million. Roughly, I'd say 25… Well, 20 to 25 million of that goes into the chips. But what's really interesting is the other remaining $10 million per megawatt, and I like to call that the picks and shovels of data centers; and I'm very convinced there is no bubble in that area whatsoever.So, what's in that area? Firstly, the first building block of a data center is finding a powered land bank. And this is a big thing that private equity is doing at the moment. So, find some real estate that's close to a mass population that's got a good fiber connection. Probably needs a little bit of water, but most importantly needs some power. And the demand for that is still infinite at the moment. Then beyond that, you've got the construction angle and there's a very big shortage of labor today to build the shells of these data centers. Then the third layer is the likes of capital goods, and there are serious supply bottlenecks there as well.And I could go on and on, but roughly that first $10 million, there's no bubble there. I'm very, very sure of that. Paul Walsh: And we conducted some extensive survey work recently as part of your analysis into the global data center market. You've sort of touched on a few of the gating factors that the industry has to contend with. That survey work was done on the operators and the supply chain, as it relates to data center build out. What were the key conclusions from that? Emmet Kelly: Well, the key conclusion was there is a shortage of power for these data centers, and… Paul Walsh: Which I think… Which is a sort of known-known, to some extent. Emmet Kelly: it is a known-known, but it's not just about the availability of power, it's the availability of green power. And it's also the price of power is a very big factor as well because energy is roughly 40 to 45 percent of the operating cost of running a data center. So, it's very, very important. And of course, that's another area where Europe doesn't screen very well.I was looking at statistics just last week on the countries that have got the highest power prices in the world. And unsurprisingly, it came out as UK, Ireland, Germany, and that's three of our big five data center markets. But when I looked at our data center stats at the beginning of the year, to put a bit of context into where we are…Paul Walsh: In Europe… Emmet Kelly: In Europe versus the rest. So, at the end of [20]24, the U.S. data center market had 35 gigawatts of data center capacity. But that grew last year at a clip of 30 percent. China had a data center bank of roughly 22 gigawatts, but that had grown at a rate of just 10 percent. And that was because of the chip issue. And then Europe has capacity, or had capacity at the end of last year, roughly 7 to 8 gigawatts, and that had grown at a rate of 10 percent. Now, the reason for that is because the three big data center markets in Europe are called FLAP-D. So, it's Frankfurt, London, Amsterdam, Paris, and Dublin. We had to put an acronym on it. So, Flap-D. Good news. I'm sitting with the tech guys. They've got even more acronyms than I do, in their sector, so well done them. Lee Simpson: Nothing beats FLAP-D. Paul Walsh: Yes. Emmet Kelly: It's quite an achievement. But what is interesting is three of the big five markets in Europe are constrained. So, Frankfurt, post the Ukraine conflict. Ireland, because in Ireland, an incredible statistic is data centers are using 25 percent of the Irish power grid. Compared to a global average of 3 percent.Now I'm from Dublin, and data centers are running into conflict with industry, with housing estates. Data centers are using 45 percent of the Dublin grid, 45. So, there's a moratorium in building data centers there. And then Amsterdam has the classic semi moratorium space because it's a small country with a very high population. So, three of our five markets are constrained in Europe. What is interesting is it started with the former Prime Minister Rishi Sunak. The UK has made great strides at attracting data center money and AI capital into the UK and the current Prime Minister continues to do that. So, the UK has definitely gone; moved from the middle lane into the fast lane. And then Macron in France. He hosted an AI summit back in February and he attracted over a 100 billion euros of AI and data center commitments. Paul Walsh: And I think if we added up, as per the research that we published a few months ago, Europe's announced over 350 billion euros, in proposed investments around AI. Emmet Kelly: Yeah, absolutely. It's a good stat. Now where people can get a little bit cynical is they can say a couple of things. Firstly, it's now over a year since the Mario Draghi report came out. And what's changed since? Absolutely nothing, unfortunately. And secondly, when I look at powering AI, I like to compare Europe to what's happening in the United States. I mean, the U.S. is giving access to nuclear power to AI. It started with the three Mile Island… Paul Walsh: Yeah. The nuclear renaissance is… Emmet Kelly: Nuclear Renaissance is absolutely huge. Now, what's underappreciated is actually Europe has got a massive nuclear power bank. It's right up there. But unfortunately, we're decommissioning some of our nuclear power around Europe, so we're going the wrong way from that perspective. Whereas President Trump is opening up the nuclear power to AI tech companies and data centers. Then over in the States we also have gas and turbines. That's a very, very big growth area and we're not quite on top of that here in Europe. So, looking at this year, I have a feeling that the Americans will probably increase their data center capacity somewhere between – it's incredible – somewhere between 35 and 50 percent. And I think in Europe we're probably looking at something like 10 percent again. Paul Walsh: Okay. Understood. Emmet Kelly: So, we're growing in Europe, but we're way, way behind as a starting point. And it feels like the others are pulling away. The other big change I'd highlight is the Chinese are really going to accelerate their data center growth this year as well. They've got their act together and you'll see them heading probably towards 30 gigs of capacity by the end of next year. Paul Walsh: Alright, we're out of time. The TMT Edge is alive and kicking in Europe. I want to thank Emmett, Lee and Adam for their time and I just want to wish everybody a great day today. Thank you.(Applause) That was my conversation with Adam, Emmett and Lee. Many thanks again to them. Many thanks again to them for telling us about the latest in their areas of research and to the live audience for hearing us out. And a thanks to you as well for listening. Let us know what you think about this and other episodes by living us a review wherever you get your podcasts. And if you enjoy listening to Thoughts on the Market, please tell a friend or colleague about the podcast today.

Plus: Psychiatrists say using AI chatbots might be linked to psychosis. And some audiobooks are outselling hardcovers. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Some of the biggest construction projects announced in Wisconsin this year were for data centers. We hear from WPR's business and economy reporter about the year in data centers. And, as we revisit some of our favorite stories of the year, we'll go to a school district in southwestern Wisconsin that excels at teaching math.

Send us a textIn this week's episode we discussed the growing concerns around Amazon's data centers and their potential impact on local water systems. We explore community allegations, environmental reports, and what scientists say about water contamination and long-term health risks, including cancer.Our Links:Retrospect

Marion County residents can drop off Christmas trees for disposal at Indianapolis locations through the end of January. Candidates are lining up to run for the vacant Senate seat in District 31. Indiana is at the center of a data center boom, with billions of dollars in projects underway. For families separated by incarceration, the holidays can be especially hard. IU football coach Curt Cignetti and Alabama coach Kalen DeBoer share a similar background. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Zach Bundy, with support from News Director Sarah Neal-Estes.

As electricity demand from data centers continues to surge, a persistent question has dogged the industry: Are residential ratepayers footing the bill for massive tech infrastructure? According to Amazon Web Services (AWS) and an independent study it commissioned, the answer is a definitive no. As a guest on The POWER Podcast, Mandy Ulrich, senior manager of energy and water for Americas East at AWS, outlined the company's energy strategy and discussed findings from a study by Energy and Environmental Economics Inc. (E3) that examined how Amazon data centers impact local power systems. Study Finds Data Centers Generate Surplus Revenue The E3 study evaluated Amazon data centers across a diverse set of utility territories, including large investor-owned utilities such as Pacific Gas and Electric (PG&E) and Dominion Energy, mid-size utilities like Entergy, and cooperatives such as Umatilla Electric Cooperative in the Pacific Northwest. “The simple answer is that Amazon data centers are not being subsidized by other utility customers,” Ulrich said. The study projects that Amazon's data centers will generate $33,500/MW of surplus value in 2025, increasing to $60,650/MW by 2030. For a typical 100-MW Amazon data center, that translates to $3.4 million in surplus revenues in 2025 and approximately $6.1 million by 2030. These surplus funds—revenues above the utility's regulated rate of return—can be used by utilities to modernize grid infrastructure, improving reliability for all customers. Grid Investment Benefits All Customers The study found that Amazon data centers are driving investments in grid infrastructure that support not just their own operations but also local residential and commercial growth. Ulrich pointed to Entergy Mississippi as a prime example, where the utility is using investments from Amazon and other large customers to fund a $300 million “Superpower Mississippi” grid reliability campaign—at no cost to residential customers—targeting a 50% reduction in outages within five years. Innovative Rate Structures Prevent Cost-Shifting While the E3 study validates that existing rate policies have been effective in preventing cross-subsidization, Ulrich emphasized that AWS continues to work with utilities on innovative approaches to ensure large industrial customers pay their fair share. She highlighted a Northern Indiana Public Service Co. (NIPSCO) project as a “groundbreaking model.” Under this first-of-its-kind agreement, Amazon is investing in 3 GW of electrical capacity, with 2.4 GW dedicated to data center operations and 600 MW reserved specifically to support grid reliability for all NIPSCO customers. The structure creates a separate generation company (GenCo) that operates under a “commercial contract term,” Ulrich explained. By operating as a separate entity, GenCo isolates the cost of new growth to data centers. “The data center companies that drive new demand for electricity will fund the generation and transmission infrastructure they require, ensuring that regular customers don't shoulder those costs, even if the customer leaves before contract completion,” NIPSCO said in a Nov. 24 press release. “NIPSCO's existing customers will have no financial responsibility for powering Amazon data centers,” Ulrich said. NIPSCO said, “This structure is expected to provide value to customers by generating approximately $1 billion in cost savings that will be returned to current NIPSCO customers as credits on monthly electric bills over the project's 15-year duration.”

DCF Trends Summit 2025 Session Recap As the data center industry accelerates into an AI-driven expansion cycle, the fundamentals of site selection and investment are being rewritten. In this session from the Data Center Frontier Trends Summit 2025, Ed Socia of datacenterHawk moderated a discussion with Denitza Arguirova of Provident Data Centers, Karen Petersburg of PowerHouse Data Centers, Brian Winterhalter of DLA Piper, Phill Lawson-Shanks of Aligned Data Centers, and Fred Bayles of Cologix on how power scarcity, entitlement complexity, and community scrutiny are reshaping where—and how—data centers get built. A central theme of the conversation was that power, not land, now drives site selection. Panelists described how traditional assumptions around transmission timelines and flat electricity pricing no longer apply, pushing developers toward Tier 2 and Tier 3 markets, power-first strategies, and closer partnerships with utilities. On-site generation, particularly natural gas, was discussed as a short-term bridge rather than a permanent substitute for grid interconnection. The group also explored how entitlement processes in mature markets have become more demanding. Economic development benefits alone are no longer sufficient; jurisdictions increasingly expect higher-quality design, sensitivity to surrounding communities, and tangible off-site investments. Panelists emphasized that credibility—earned through experience, transparency, and demonstrated follow-through—has become essential to securing approvals. Sustainability and ESG considerations remain critical, but the discussion took a pragmatic view of scale. Meeting projected data center demand will require a mix of energy sources, with renewables complemented by transitional solutions and evolving PPA structures. Community engagement was highlighted as equally important, extending beyond environmental metrics to include workforce development, education, and long-term social investment. Artificial intelligence added another layer of complexity. While large AI training workloads can operate in remote locations, monetized AI applications increasingly demand proximity to users. Rapid hardware cycles, megawatt-scale racks, and liquid-cooling requirements are driving more modular, adaptable designs—often within existing data center portfolios. The session closed with a look at regional opportunity and investor expectations, with markets such as Pennsylvania, Alabama, Ohio, and Oklahoma cited for their utility relationships and development readiness. The overarching conclusion was clear: the traditional data center blueprint still matters—but power strategy, flexibility, and authentic community integration now define success.

You’ve seen the ads on network TV:Huge data centers bringing life to hollowed out communities. But the reality is these huge projects suck electricity and water and provide virtually no lasting jobs. Not just people on the left but people The post Risings All Over The Country Against Data Centers appeared first on KDA Keeping Democracy Alive Podcast & Radio Show.

The data center industry is being redefined by AI's demand for faster, denser, and more scalable infrastructure. According to McKinsey, average rack power densities have more than doubled in just two years. It went from approximately 8 kW to 17 kW, and is expected to hit 30 kW by 2027. Global data center power demand is projected to triple by 2030, reaching 170–220 gigawatts. This rapid growth is forcing a redesign of traditional infrastructure, placing unprecedented strain on utilities, manufacturers, and the skilled labor pipeline.Can infrastructure and workforce capacity scale quickly enough to meet AI's surging data center demands without breaking the system?On Straight Outta Crumpton, host Greg Crumpton welcomes Matt Caldwell, Director of AI/Cloud Data Centers at Hyper Solutions, for a candid conversation about the pressures shaping the modern data center ecosystem. They discuss how AI workloads are upending long-established design norms, why modular manufacturing may offer a more resilient solution, and how labor shortages threaten to slow the entire market. Caldwell also shares how Hyper's unique digital-first model enables scalable, repeatable quality across a distributed manufacturing network.Key Highlights:Density Rewrites the Rulebook: Traditional data centers were designed around ~4 kW racks; today's AI applications require vastly more, prompting major shifts in cooling, power, and facility planning.Hyper's Scalable Manufacturing Model: Hyper Solutions produces PDUs, RPPs, and switchboards through a network of nine UL-listed satellite facilities, all driven by a unified digital process that ensures consistency and real-time visibility.Workforce Urgency: Caldwell underscores a critical labor gap, urging the industry to recruit earlier, targeting high school and even middle school students to meet the rising demand for trades and technical expertise in construction and operations.Matt Caldwell is a seasoned data center executive with over 20 years of experience supporting hyperscale and colocation clients across AI and cloud infrastructure. He has led global account strategy and mission-critical operations at industry leaders including Schneider Electric, Siemens, Trane, and Albireo Energy. Caldwell specializes in scalable design, modular power systems, and digital-first infrastructure delivery and now serves as the Director of AI/Cloud Data Centers at Hyper Solutions.

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In this Tech 2025 round-up, Alan Leer breaks down the year's biggest tech themes: AI shifting from chatbots to agentic tools, the UK's Online Safety Act enforcement, new digital ID plans, tougher competition rules for Big Tech, the privacy and ad-tracking shake-up, and why London's data-centre boom is colliding with electricity grid limits. Hosted on Acast. See acast.com/privacy for more information.

The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking, optics, and silicon photonics.Logic chips (like CPUs and GPUs) are the "office" where work gets done, but the network is the "commute" that moves that data. Without advanced cabling, transceivers, and switches, AI clusters simply cannot function.Find out what companies are involved in this fast growing market and how to approach investing in them. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Investing in Chip Stocks 2026 01:43 - The "Roads" of AI: What is Data Center Networking? 02:46 - Copper vs. Fiber Optics: The Differences 03:59 - Market Size: Logic vs. Optoelectronics Sales 05:32 - The Cable Kings: Amphenol, Corning & CommScope 08:12 - Light Sources: Coherent, Lumentum & Broadcom 11:15 - Signal Integrity: Re-timers (Astera Labs, Credo) & DSPs 15:16 - Transceivers: Nvidia, Jabil & Intel 17:18 - Switching, Routing & The Full Stack (Broadcom, Marvell) 18:48 - Investment Strategy: Niche Players vs. Supply Chain ControllersIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Semiconductors #ChipStocks #AIInvesting #DataCenter #SiliconPhotonics #Nvidia #Broadcom #OpticalNetworking #TechStocks #Investing2026Nick and Kasey own shares of a Nvidia, Broadcom, Credo, Amphenol and a number of others mentioned in the video.

We have some longitudinal issues with data center expansion, and the year 2025 has been the year of a lot of different things... changes of governments, political strife, ongoing wars and escalations, and so much more... However, regardless of strife or other issues, the rapid expansion of AI is arguably one of the most important, celebrated and worrisome happenings that humanity is facing in the next 20 years. So, let's break this down.... plus we catch up on news and so much more!

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As 2025 wraps up, Carson is joined by Adams Wealth Partners' Spencer Provow, CFP®, and Anthony Breen, CFA®, to recap the year and look ahead to 2026. They cover the top-performing sectors of 2025, key takeaways for investors, and what's next with the Magnificent 7, space-based data centers, and the IPO market.This conversation provides clear insights on market trends, investment opportunities, and potential risks for the year ahead.

EV manufacturing growth, industrial digitalisation and sustainability priorities are elevating Tanjong Malim's profile in Malaysia and Southeast Asia's data centre planning. Five located plots at Sungai Samak Estate present developers an opportunity to establish integrated, next generation data centres within an emerging high-technology manufacturing ecosystem. Sungai Samak Estate City: Kuala Lumpur Address: 2 Jalan Sempurna off Jalan Gombak Website: https://sgsamak.com

welcome to wall-e's tech briefing for thursday, december 25! dive into today's top tech stories: nvidia's strategic move: nvidia signs a non-exclusive licensing agreement with groq, hiring key leadership including ceo jonathan ross, aiming to enhance ai chip manufacturing. waymo's robotaxi update: waymo releases a software update improving robotaxi navigation during power outages, particularly addressing traffic signal management. gemini ai assistant in waymo: waymo tests the integration of google's gemini ai as an in-car assistant, enhancing rider experience without interfering in driving decisions. apple's app store pause: apple halts app store changes in texas due to a court block on a new age-assurance law amid privacy concerns, while monitoring legal developments. data center activism: nationwide protests emerge against data centers due to environmental and health concerns, as tech giants push forward with infrastructure expansion. stay tuned for tomorrow's tech updates!

Data centers are rapidly transforming small town America amid demand for artificial intelligence computing power, but the growth comes with questions and concerns from residents. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data centers are affecting electricity bills for U.S. consumers.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic and Equity Strategist.David Arcaro: And I'm Dave Arcaro, U.S. Power, Utilities, and Clean Tech Analyst.Michelle Weaver: Today, a hot topic. Are data centers' raising your electricity bills?It's Tuesday, December 23rd at 10am in New York.Most of us have probably noticed our electricity bills have been creeping up. And it's putting pressure on U.S. consumers, especially with higher prices and paychecks not keeping pace. More and more people are pointing to data centers as the reason behind these rising costs, but the story isn't that simple.Regional differences, shifting policies and local utility responses are all at play here. Dave, there's no doubt that data centers are becoming a much bigger part of the story when it comes to U.S. electricity demand. For listeners who might not follow these numbers every day, could you break down how data centers' share of overall electricity use is expected to grow over the next 10 years? And what does that mean for the grid and for the average consumer?David Arcaro: Definitely they're becoming much bigger, much more important and more impactful across the industry in a big way. Data centers were 6 percent of total electricity consumption in the U.S. last year. We're actually forecasting that to triple to 18 percent by 2030, and then hit 20 percent in the early 2030s. So very strong growth, and increasing proportion of the overall utility, electricity use.In aggregate, this is reflecting about 150 gigawatts of new data centers by 2030. Just a very large amount. And this is going to cause a major strain on the electric grid and is going to require substantial build out and upgrading of the transmission system along with construction of new power generation – like gas plants and large-scale renewables, wind, solar, and battery storage across the entire U.S.And generally, when we see utilities investing in additional infrastructure, they need to get that cost recovered. We would typically expect that to lead to higher electric rates for consumers. That's the overall pressure that we're facing right now on the system, from all these data centers coming in.We've got these substantial infrastructure needs. That means utilities will need to charge higher prices to consumers to cover the cost of those investments.Michelle Weaver: What are the main challenges utilities companies face in meeting this rising demand from data centers?David Arcaro: There are a number of challenges. If I were to pick a few of the biggest ones that I see, I think managing affordability is one of the biggest challenges the industry faces right now, because this overall data center growth is absolutely a shock to their business, and it needs to be managed carefully given the political and regulatory challenges that can arise when customer bills are getting are escalating faster than expected. The utility industry faces scrutiny and constant attention from a political and regulatory standpoint, so it's a balance that has to be very carefully managed. There are also reliability challenges that are important.Utilities have to keep the lights on, you know, that's priority number one. The demand for electricity is growing much faster than the supply of new generation that we're seeing; new power plants just aren't being built fast enough. New transmission assets are not being built, as quickly as the data centers are coming on. So, in many areas we're seeing that leads to essentially less of a buffer, and more risk of outages during periods of extreme weather.Michelle Weaver: And you mentioned, companies are thinking about how can they insulate consumers. Can you take us through some of the specifics of what these utility companies are doing? And what regulators are doing to respond, to protect existing customers from rate increases driven by data centers?David Arcaro: Definitely. The industry is getting creative and trying to be proactive in addressing this issue. Many utilities, we're seeing them isolate data centers and charge them higher electric rates, specifically for those data center customers to try to cover all of the grid costs that are attributable to the data center's needs.A couple examples. In Indiana, we're seeing that there's a utility there who's building new power plants, specifically for a very large data center that's coming into the state and they're ring fencing it. They're only charging the data center itself for those costs of the power plants. In Georgia, a utility there is charging a higher rate for the data centers that are coming in to the Atlanta area – such that it actually more than covers the costs and compensates other consumers in the form of bill credits or even bill reductions as those data centers come on.Similarly, then, in Pennsylvania, there's a utility that has excess transmission infrastructure than the state's [infrastructure]. They're better able to absorb data center activity. They're able to lower customer bills as the data centers come on, as they spread their costs over a larger customer base in that case. So, this isn't universal though. There are some areas around the country where there are costs related to data center growth that get socialized across all consumers.One approach I also wanted to mention that we're seeing data centers pursue more and more actively is to power themselves. Essentially bring their own power, and they're using gas turbines, engines, and fuel cells that they're deploying right on site. This is actually in many cases faster than connecting to the grid, but it also avoids any consumer impact. Companies like Solaris Energy and Bloom Energy are two providers of that type of solution. And we're also seeing at a broader industry level. Another approach is the idea of data centers being flexible or turning off and not consuming power from the grid at certain times when the grid is facing stress, in an extreme weather scenario in the winter or summer. And that idea is gaining traction as well. So, we think the industry is looking for approaches that could ease the pressure on the system and on reliability, manage the affordability issues while continuing to enable and build data centers.Michelle Weaver: You mentioned what a few different states are doing on this front. But data centers are not evenly distributed through states or evenly distributed across regions. Are there regional differences in how data center growth is impacting electricity prices?David Arcaro: There are a couple of key differences that we're seeing around the country. Some areas just aren't getting that many data centers, you know, so I'd point out the northeast – in New England, in New York, we're just not seeing that much data center growth. So, it's less of an issue, the impact of data center power demand impacting customer bills in those areas. And then in some regions around the country, the utility structure is important to be aware of. There are some regions where the price of electricity fluctuates based on the supply and demand of power, rather than being directly set and controlled by a regulator. In those markets, data centers can actually more directly impact the price of electricity and there just isn't an easy way in that case to ring fence them and protect consumers from the impact of price increases.So that's where we think unique challenges can arise. And over time, we would expect to see the most meaningful rate impacts to consumers in those areas specifically. And examples would be New Jersey, Maryland, Illinois, Pennsylvania, Ohio. Those are a couple of the states where we're seeing those more volatile and directly impacted prices.So, as we look at utilities, we think the state exposure is going to be more and more important. And so, a few companies like NextEra, Sempra and AEP are a few utilities that are in states that have less affordability concerns and less direct exposure to rate impacts from data centers. And then several power companies like Vistra and Talen have more of their power plants that are in states that have excess infrastructure; and as a result, potentially less affordability concerns.So, clearly the energy sector is facing real challenges and changes. So, Michelle, how are rising electricity bills actually affecting U.S. households?Michelle Weaver: It's putting even more pressure on a consumer that's already being stretched thin by multiple years of inflation and elevated price levels, and electricity is a really different type of good. It's very different from gasoline or other consumer goods or staples – in that it's an essential good. You need to have it. And it's a network service that households are structurally locked into. Unlike gas where you could adjust your trip frequency or take a different type of transport, there really aren't good substitutes for electricity.And so this dynamic weighs on consumers. They have to continue paying these bills, and it weighs particularly heavily on lower income consumers where utility bills make up a much larger portion of their household budget.So, it crowds out some of that other potential spending.David Arcaro: That makes a lot of sense. It's an important expense to consider in terms of the impact on consumers. And, you know, as a result, are consumers blaming data center electricity demand for this rise that we're seeing in bills or are they pushing back?Michelle Weaver: Yeah. Data center development is quickly becoming a NIMBY or “not in my backyard” issue with communities pushing back and even getting projects canceled. Companies really need to find ways to address local concerns about environmental and water related externalities. And message that they're able to insulate consumers, or do something to mitigate these potentially higher electricity bills.A recent poll of around 2200 voters found that just over half of respondents attribute overall electricity price increases to AI data centers, at least somewhat. While around another third, consider them very responsible. And these responses are consistent across all regions and across political affiliations. And I think this consistency across regions is really interesting. As we're talking about before, data centers are not impacting bills in every region. But consumers are still blaming them and still attributing bill increases there.It's clear that both the energy sector and U.S. consumers are navigating a complex landscape with data center growth at the center of the conversation. As policy responses evolve and the U.S. midterm elections approach, this issue is only going to gain more attention. And we'll be sure to bring you the latest. Dave, thanks for taking the time to talk.David Arcaro: Great speaking with you, Michelle.Michelle Weaver: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

This week we talk about energy consumption, pollution, and bipartisan issues.We also discuss local politics, data center costs, and the Magnificent 7 tech companies.Recommended Book: Against the Machine by Paul KingsnorthTranscriptIn 2024, the International Energy Agency estimated that data centers consumed about 1.5% of all electricity generated, globally, that year. It went on to project that energy consumption by data centers could double by 2030, though other estimates are higher, due to the ballooning of investment in AI-focused data centers by some of the world's largest tech companies.There are all sorts of data centers that serve all kinds of purposes, and they've been around since the mid-20th century, since the development of general purposes digital computers, like the 1945 Electronic Numerical Integrator and Computer, or ENIAC, which was programmable and reprogrammable, and used to study, among other things, the feasibility of thermonuclear weapons.ENIAC was built on the campus of the University of Pennsylvania and cost just shy of $500,000, which in today's money would be around $7 million. It was able to do calculators about a thousand times faster than other, electro-mechanical calculators that were available at the time, and was thus considered to be a pretty big deal, making some types of calculation that were previously not feasible, not only feasible, but casually accomplishable.This general model of building big-old computers at a center location was the way of things, on a practical level, until the dawn of personal computers in the 1980s. The mainframe-terminal setup that dominated until then necessitated that the huge, cumbersome computing hardware was all located in a big room somewhere, and then the terminal devices were points of access that allowed people to tap into those centralized resources.Microcomputers of the sort of a person might have in their home changed that dynamic, but the dawn of the internet reintroduced something similar, allowing folks to have a computer at home or at their desk, which has its own resources, but to then tap into other microcomputers, and to still other larger, more powerful computers across internet connections. Going on the web and visiting a website is basically just that: connecting to another computer somewhere, that distant device storing the website data on its hard drive and sending the results to your probably less-powerful device, at home or work.In the late-90s and early 2000s, this dynamic evolved still further, those far-off machines doing more and more heavy-lifting to create more and more sophisticated online experiences. This manifested as websites that were malleable and editable by the end-user—part of the so-called Web 2.0 experience, which allowed for comments and chat rooms and the uploading of images to those sites, based at those far off machines—and then as streaming video and music, and proto-versions of social networks became a thing, these channels connecting personal devices to more powerful, far-off devices needed more bandwidth, because more and more work was being done by those powerful, centrally located computers, so that the results could be distributed via the internet to all those personal computers and, increasingly, other devices like phones and tablets.Modern data centers do a lot of the same work as those earlier iterations, though increasingly they do a whole lot more heavy-lifting labor, as well. They've got hardware capable of, for instance, playing the most high-end video games at the highest settings, and then sending, frame by frame, the output of said video games to a weaker device, someone's phone or comparably low-end computer, at home, allowing the user of those weaker devices to play those games, their keyboard or controller inputs sent to the data center fast enough that they can control what's happening and see the result on their own screen in less than the blink of an eye.This is also what allows folks to store backups on cloud servers, big hard drives located in such facilities, and it's what allows the current AI boom to function—all the expensive computers and their high-end chips located at enormous data centers with sophisticated cooling systems and high-throughput cables that allow folks around the world to tap into their AI models, interact with them, have them do heavy-lifting for them, and then those computers at these data centers send all that information back out into the world, to their devices, even if those devices are underpowered and could never do that same kind of work on their own.What I'd like to talk about today are data centers, the enormous boom in their construction, and how these things are becoming a surprise hot button political issue pretty much everywhere.—As of early 2024, the US was host to nearly 5,400 data centers sprawled across the country. That's more than any other nation, and that number is growing quickly as those aforementioned enormous tech companies, including the Magnificent 7 tech companies, Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla, which have a combined market cap of about $21.7 trillion as of mid-December 2025, which is about two-thirds of the US's total GDP for the year, and which is more than the European Union's total GDP, which weighs in at around $19.4 trillion, as of October 2025—as they splurge on more and more of them.These aren't the only companies building data centers at breakneck speed—there are quite a few competitors in China doing the same, for instance—but they're putting up the lion's share of resources for this sort of infrastructure right now, in part because they anticipate a whole lot of near-future demand for AI services, and those services require just a silly amount of processing power, which itself requires a silly amount of monetary investment and electricity, but also because, first, there aren't a lot of moats, meaning protective, defensive assets in this industry, as is evidenced by their continual leapfrogging of each other, and the notion that a lot of what they're doing, today, will probably become commodity services in not too long, rather than high-end services people and businesses will be inclined to pay big money for, and second, because there's a suspicion, held by many in this industry, that there's an AI shake-out coming, a bubble pop or bare-minimum a release of air from that bubble, which will probably kill off a huge chunk of the industry, leaving just the largest, too-big-to-fail players still intact, who can then gobble up the rest of the dying industry at a discount.Those who have the infrastructure, who have invested the huge sums of money to build these data centers, basically, will be in a prime position to survive that extinction-level event, in other words. So they're all scrambling to erect these things as quickly as possible, lest they be left behind.That construction, though, is easier said than done.The highest-end chips account for around 70-80% of a modern data center's cost, as these GPUs, graphical processing units that are optimized for AI purposes, like Nvidia's Blackwell chips, can cost tens of thousands of dollars apiece, and millions of dollars per rack. There are a lot of racks of such chips in these data centers, and the total cost of a large-scale AI-optimized data center is often somewhere between $35 and $60 billion.A recent estimate by McKinsey suggests that by 2030, data center investment will need to be around $6.7 trillion a year just to keep up the pace and meet demand for compute power. That's demand from these tech companies, I should say—there's a big debate about where there's sufficient demand from consumers of AI products, and whether these tech companies are trying to create such demand from whole cloth, to justify heightened valuations, and thus to continue goosing their market caps, which in turn enriches those at the top of these companies.That said, it's a fair bet that for at least a few more years this influx in investment will continue, and that means pumping out more of these data centers.But building these sorts of facilities isn't just expensive, it's also regulatorily complex. There are smaller facilities, akin to ENIAC's campus location, back in the day, but a lot of them—because of the economies of scale inherent in building a lot of this stuff all at once, all in the same place—are enormous, a single data center facility covering thousands of acres and consuming a whole lot of power to keep all of those computers with their high-end chips running 24/7.Previous data centers from the pre-AI era tended to consume in the neighborhood of 30MW of energy, but the baseline now is closer to 200MW. The largest contemporary data centers consume 1GW of electricity, which is about the size of a small city's power grid—that's a city of maybe 500,000-750,000 people, though of course climate, industry, and other variables determine the exact energy requirements of a city—and they're expected to just get larger and more resource-intensive from here.This has resulted in panic and pullbacks in some areas. In Dublin, for instance, the government has stopped issuing new grid connections for data centers until 2028, as it's estimated that data centers will account for 28% of Ireland's power use by 2031, already.Some of these big tech companies have read the writing on the wall, and are either making deals to reactivate aging power plants—nuclear, gas, coal, whatever they can get—or are saying they'll build new ones to offset the impact on the local power grid.And that impact can be significant. In addition to the health and pollution issues caused by some of the sites—in Memphis, for instance, where Elon Musk's company, xAI, built a huge data center to help power his AI chatbot, Grok, the company is operating 35 unpermitted gas turbines, which it says are temporary, but which have been exacerbating locals' health issues and particulate numbers—in addition to those issues, energy prices across the US are up 6.9% year over year as of December 2025, which is much higher than overall inflation. Those costs are expected to increase still further as data centers claim more of the finite energy available on these grids, which in turn means less available for everyone else, and that scarcity, because of supply and demand, increases the cost of that remaining energy.As a consequence of these issues, and what's broadly being seen as casual overstepping of laws and regulations by these companies, which often funnel a lot of money to local politicians to help smooth the path for their construction ambitions, there are bipartisan efforts around the world to halt construction on these things, locals saying the claimed benefits, like jobs, don't actually make sense—as construction jobs will be temporary, and the data centers themselves don't require many human maintainers or operators, and because they consume all that energy, in some cases might consume a bunch of water—possibly not as much as other grand-scale developments, like golf courses, but still—and they tend to generate a bunch of low-level, at times harmful background noise, can create a bunch of local pollution, and in general take up a bunch of space without giving any real benefit to the locals.Interestingly, this is one of the few truly bipartisan issues that seems to be persisting in the United States, at a moment in which it's often difficult to find things Republicans and Democrats can agree on, and that's seemingly because it's not just a ‘big companies led by untouchable rich people stomping around in often poorer communities and taking what they want' sort of issue, it's also an affordability issue, because the installation of these things seems to already be pushing prices higher—when the price of energy goes up, the price of just about everything goes up—and it seems likely to push prices even higher in the coming years.We'll see to what degree this influences politics and platforms moving forward, but some local politicians in particular are already making hay by using antagonism toward the construction of new data centers a part of their policy and campaign promises, and considering the speed at which these things are being constructed, and the slow build of resistance toward them, it's also an issue that could persist through the US congressional election in 2026, to the subsequent presidential election in 2028.Show Noteshttps://www.wired.com/story/opposed-to-data-centers-the-working-families-party-wants-you-to-run-for-office/https://finance.yahoo.com/news/without-data-centers-gdp-growth-171546326.htmlhttps://time.com/7308925/elon-musk-memphis-ai-data-center/https://wreg.com/news/new-details-on-152m-data-center-planned-in-memphis/https://www.politico.com/news/2025/05/06/elon-musk-xai-memphis-gas-turbines-air-pollution-permits-00317582https://www.datacenterwatch.org/reporthttps://www.govtech.com/products/kent-county-mich-cancels-data-center-meeting-due-to-crowdhttps://www.woodtv.com/news/kent-county/gaines-township-planning-commission-to-hold-hearing-on-data-center-rezoning/https://www.theverge.com/science/841169/ai-data-center-oppositionhttps://www.iea.org/reports/energy-and-ai/energy-demand-from-aihttps://www.cbre.com/insights/reports/global-data-center-trends-2025https://www.phoenixnewtimes.com/news/chandler-city-council-unanimously-kills-sinema-backed-data-center-40628102/https://www.mlive.com/news/ann-arbor/2025/11/rural-michigan-fights-back-how-riled-up-residents-are-challenging-big-tech-data-centers.html?outputType=amphttps://www.courthousenews.com/nonprofit-sues-to-block-165-billion-openai-data-center-in-rural-new-mexico/https://www.datacenterdynamics.com/en/news/microsoft-cancels-plans-for-data-center-caledonia-wisconsin/https://www.cnbc.com/2025/11/25/microsoft-ai-data-center-rejection-vs-support.htmlhttps://www.wpr.org/news/microsoft-caledonia-data-center-site-ozaukee-countyhttps://thehill.com/opinion/robbys-radar/5655111-bernie-sanders-data-center-moratorium/https://www.investopedia.com/magnificent-seven-stocks-8402262https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centershttps://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/ai-power-expanding-data-center-capacity-to-meet-growing-demandhttps://www.marketplace.org/story/2025/12/19/are-energyhungry-data-centers-causing-electric-bills-to-go-uphttps://en.wikipedia.org/wiki/Data_centerhttps://en.wikipedia.org/wiki/ENIAC This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  In this episode of Today's Market Explained, hosts Brian Kasal and Chris Reardon break down the shifting dynamics beneath today's market highs. While headline indexes remain near record levels, leadership is clearly rotating — and understanding where capital is moving is critical for investors, founders, and business owners planning for 2026.The discussion covers equity performance across asset classes, sector rotations away from overextended tech stocks, the resurgence of M&A activity, and what mixed economic signals really mean for future growth. Brian and Chris also explore how AI-driven optimism is colliding with real-world supply constraints — and why that matters for valuations.

Interviewing Larry Goldberg (aka Tesla Larry) about SpaceX's upcoming IPO. We discuss the company's proposed $1.5T valuation and if thats over or under valued. SpaceX is currently operating it's launch and Starlink businesses at a ~$25B revenue run-rate, Larry believes the new V3 Starlink satellites could expand this significantly. Datacenters in space are coming, but may not add to the bottom line for another 4 or 5 years. And everything hinges on the success of Starship to enable these new businesses. 0:00 SpaceX IPO at $1.5T Valuation2:49 Starship Enables New Businesses4:08 Starlink's Military Potential & Strategic Value5:54 New Satellites From Starlink Are Gamechangers7:25 AI Datacenters In Space11:48 Elon Musk's Focus on Tesla's AI Chips13:09 When Does SpaceX Profit From Datacenters in Space14:17 Will Datacenters In Space Work?16:33 Everything Relies On Starship's Success18:48 SpaceX IPO: Under or Overpriced?Tesla Larry on X: https://x.com/TeslaLarryMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Tesla Larry and I are long Tesla and SpaceX stock, this show is not financial advice.

Third quarter growth was much stronger than expected, but low consumer confidence paints a mixed picture. Novo Nordisk shares climb after the FDA approves the first GLP-1 obesity pill. Plus, could space be the place for data centers? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lawrence Labanowski - VP of Mergers & Acquisitions at TPL Corporation joins the podcast to break down TPL's acquisition strategy, including the 3 large minerals transactions that TPL has press released since August 2024. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Deutsche Welle's Shant Shahrigian reports on a $500 million AI factory planned for Armenia in one of the latest projects from chip-making titan NVIDIA. The post A multi-million dollar AI data center is slated for Armenia appeared first on The World from PRX.

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. • Year-end tech trends: AI, politics, and security dominated 2025 • Major stories faded fast: TikTok saga, political tech drama, DOGE scandal • TikTok's ownership battle—Oracle, Trump donors, and US-China tensions • China tech fears: banned drones, IoT vulnerabilities, secret radios in buses • Rising political pressure for internet privacy and media literacy reform • Surveillance and kill switch concerns in US grid and port infrastructure • Convenience vs. privacy: Americans trade data for discounts and ease • Age verification, surveillance, and flawed facial recognition across countries • Discord's ID leak highlights risks of rushed compliance with privacy laws • Social media's impact on kids pushes age-gating and verification laws • ISPs monetize customer data, VPNs pitched for personal privacy • Global government crackdowns: UK bans VPN advertising, mandates age checks • The illusion of absolute privacy: flawed age gates and persistent tracking • AI takes over: explosive growth, but profits elusive for big players • Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war • Ad-driven models still rule; Amazon's playbook repeated in AI • Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism • AI-generated art, media, and the challenge of deepfake detection • Social platforms falter: Instagram and X swamped by fake or low-value content • Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash • RAM price spikes and hardware shortages blamed on AI data center demand • YouTube overtakes mobile for podcast and video viewing, Oscars move online • The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends • Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring • Sad farewell: Lamar Wilson's passing and mental health awareness in tech • Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. Year-end tech trends: AI, politics, and security dominated 2025 Major stories faded fast: TikTok saga, political tech drama, DOGE scandal TikTok's ownership battle—Oracle, Trump donors, and US-China tensions China tech fears: banned drones, IoT vulnerabilities, secret radios in buses Rising political pressure for internet privacy and media literacy reform Surveillance and kill switch concerns in US grid and port infrastructure Convenience vs. privacy: Americans trade data for discounts and ease Age verification, surveillance, and flawed facial recognition across countries Discord's ID leak highlights risks of rushed compliance with privacy laws Social media's impact on kids pushes age-gating and verification laws ISPs monetize customer data, VPNs pitched for personal privacy Global government crackdowns: UK bans VPN advertising, mandates age checks The illusion of absolute privacy: flawed age gates and persistent tracking AI takes over: explosive growth, but profits elusive for big players Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war Ad-driven models still rule; Amazon's playbook repeated in AI Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism AI-generated art, media, and the challenge of deepfake detection Social platforms falter: Instagram and X swamped by fake or low-value content Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash RAM price spikes and hardware shortages blamed on AI data center demand YouTube overtakes mobile for podcast and video viewing, Oscars move online The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring Sad farewell: Lamar Wilson's passing and mental health awareness in tech Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. Year-end tech trends: AI, politics, and security dominated 2025 Major stories faded fast: TikTok saga, political tech drama, DOGE scandal TikTok's ownership battle—Oracle, Trump donors, and US-China tensions China tech fears: banned drones, IoT vulnerabilities, secret radios in buses Rising political pressure for internet privacy and media literacy reform Surveillance and kill switch concerns in US grid and port infrastructure Convenience vs. privacy: Americans trade data for discounts and ease Age verification, surveillance, and flawed facial recognition across countries Discord's ID leak highlights risks of rushed compliance with privacy laws Social media's impact on kids pushes age-gating and verification laws ISPs monetize customer data, VPNs pitched for personal privacy Global government crackdowns: UK bans VPN advertising, mandates age checks The illusion of absolute privacy: flawed age gates and persistent tracking AI takes over: explosive growth, but profits elusive for big players Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war Ad-driven models still rule; Amazon's playbook repeated in AI Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism AI-generated art, media, and the challenge of deepfake detection Social platforms falter: Instagram and X swamped by fake or low-value content Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash RAM price spikes and hardware shortages blamed on AI data center demand YouTube overtakes mobile for podcast and video viewing, Oscars move online The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring Sad farewell: Lamar Wilson's passing and mental health awareness in tech Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. Year-end tech trends: AI, politics, and security dominated 2025 Major stories faded fast: TikTok saga, political tech drama, DOGE scandal TikTok's ownership battle—Oracle, Trump donors, and US-China tensions China tech fears: banned drones, IoT vulnerabilities, secret radios in buses Rising political pressure for internet privacy and media literacy reform Surveillance and kill switch concerns in US grid and port infrastructure Convenience vs. privacy: Americans trade data for discounts and ease Age verification, surveillance, and flawed facial recognition across countries Discord's ID leak highlights risks of rushed compliance with privacy laws Social media's impact on kids pushes age-gating and verification laws ISPs monetize customer data, VPNs pitched for personal privacy Global government crackdowns: UK bans VPN advertising, mandates age checks The illusion of absolute privacy: flawed age gates and persistent tracking AI takes over: explosive growth, but profits elusive for big players Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war Ad-driven models still rule; Amazon's playbook repeated in AI Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism AI-generated art, media, and the challenge of deepfake detection Social platforms falter: Instagram and X swamped by fake or low-value content Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash RAM price spikes and hardware shortages blamed on AI data center demand YouTube overtakes mobile for podcast and video viewing, Oscars move online The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring Sad farewell: Lamar Wilson's passing and mental health awareness in tech Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

For our final episode of the year, Laurent jumped onto the Wolfe Power podcast, where he and host Alex Wolfe took a no-nonsense tour through the big energy moments that shaped 2025.  Deals of the Year: The spectacular offshore wind meltdown in the US — Orsted's year of pain — contrasted with the blazing global boom in battery deployment all over the world, up a staggering 50% year-on-year.The AI & Datacenter Surge: An extraordinary rise… but how much of it is grounded in facts, and how much is built on faith?Scandals & Disgraces: From the SMR pump-and-dump circus to Venture Global's LNG “ghosts ships,” and of course the Tony Blair report debacle — 2025 delivered drama.Innovations That Actually Mattered: V2G is born thanks to Octopus and BYD and ever larger LFP form factors are reshaping storage — real progress amid the noise.Quotes of the Year: A remarkable harvest of sharp insights capturing the zeitgeist… and, inevitably, a mountain of nonsense worth calling out.To all our listeners: Merry Christmas, Happy New Year, and thank you for riding through 2025 with us.We'll be back in early January with our Predictions episode — always a very popular one.

As a country, we are spending more to get data centers up and running than we spent to build the entire interstate highway system. (Yes, that's inflation-adjusted.) With tech companies spending hundreds of billions of dollars on AI, data centers have kind of become the thing in the US economy. But along with that growth have come a lot of questions. Like where is all the electricity to run these data centers supposed to come from? And how much are residential customers' electric bills increasing as a result?On today's episode, we go to Ohio to trace one electric bill back to its source, to see what exactly is causing the big price increases people are seeing. We take a tour of a data center hot spot, and get to the bottom of how prices are set from inside the power company.Related episodes: - Asking for a friend … which jobs are safe from AI?  - No AI data centers in my backyard!  - What $10 billion in data centers actually gets you  - Is AI overrated or underrated?  - Green energy gridlockPre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.Today's show was hosted by Keith Romer and Jeff Guo. It was produced by Sam Yellowhorse Kesler. It was edited by Jess Jiang and fact checked by Sierra Juarez and Vito Emanuel. It was engineered by Cena Loffredo. Alex Goldmark is Planet Money's executive producer. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Donald Trump has signed an executive order limiting state regulation on artificial intelligence. On this week's On the Media, Republicans spar over AI, and what deregulating the industry means for the rest of us. Plus, how AI fakery got better in 2025.[01:00] Host Brooke Gladstone sits down with Maria Curi, tech policy reporter for Axios and author of the Axios Pro: Tech Policy newsletter, to chat about the massive bets that Silicon Valley and the White House are making on artificial intelligence. [13:10] Host Micah Loewinger talks with Stephen Witt, author of the book The Thinking Machine, about the massive infrastructure project, and potential problem, that is AI.[28:54] Brooke speaks with Craig Silverman, cofounder of Indicator, about why Big Tech embraced fakeness in 2025, and what that means for 2026 and beyond. Further reading / watching:“States defiant in face of Trump's AI executive order,” by Maria Curi“MAGA scrambles to influence Trump's AI executive order,” Maria Curi“Inside the Data Centers That Train A.I. and Drain the Electrical Grid,” by Stephen Witt“2025: The year tech embraced fakeness,” by Craig Silverman & Alexios Mantzarlis On the Media is supported by listeners like you. Support OTM by donating today (https://pledge.wnyc.org/support/otm). Follow our show on Instagram, Twitter and Facebook @onthemedia, and share your thoughts with us by emailing onthemedia@wnyc.org.

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While the A.I. boom has created a data center boom, rich guys are turning their computing dreams to the skies. With its impending IPO, SpaceX stands to lead the extraterrestrial data center boom. Will it work out for Elon and company?  Guest: Eric Berger, space reporter at Ars Technica Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Rich Zeoli Show- Hour 4: 6:05pm- Doug Kelly—CEO of the American Edge Project—joins The Rich Zeoli Show to discuss a new report indicating that nearly 3,000 data centers are either currently under construction or in the process of being planned across the United States. The data centers are essential for the expected artificial intelligence boom. Though, some on the political left are pushing back—citing their massive energy usage. 6:40pm- The Philadelphia Eagles travel to Washington on Saturday to take on the Commanders. Will Philly win and guarantee themselves a playoff spot and the NFC East Division title?

While the A.I. boom has created a data center boom, rich guys are turning their computing dreams to the skies. With its impending IPO, SpaceX stands to lead the extraterrestrial data center boom. Will it work out for Elon and company?  Guest: Eric Berger, space reporter at Ars Technica Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's Emmajority Report Thursday on the Majority Report On today's program: As members of the Trump administration revive Iraq War–era justifications for an invasion of Venezuela, Trump himself cuts through the spin and openly admits he wants the country's oil. Rep Nydia Velazquez (D-NY) gives an impassioned plea to Congress to stop "sleepwalking" into war with Venezuela. Miles Bryan, senior producer and reporter for Today, Explained, Vox's daily news podcast joins Emma for a conversation about the bipartisan uprising against AI data center construction across America. Khalid Medani, Associate Professor of Political Science and Islamic Studies and Director of the Institute of Islamic Studies at McGill University joins the show to explain the horrific situation in Sudan. In the Fun Half: Brandon Sutton and Matt Binder join Emma. Bernie Sanders calls for a moratorium on building new data centers due to environmental impact and surge pricing on utilities. Meanwhile China's approach to AI is more efficient, greener, and they are absolute molly whopping the U.S. Brett Weinstein returns Joe Rogan's podcast to share some interesting thoughts on modern day mating. Matt, Emma and Brandon dig into Candace Owens backing off her Charlie Kirk/TPUSA conspiracy theories. All that and more. The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Check out IceRRT.com to find an ICE rapid response team nearest to you. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: SHOPIFY: To get 6 bottles of wine for $39.99, head to NakedWines.com/MAJORITY and use code MAJORITY for both the code AND PASSWORD.   ZBIOTICS: Go to zbiotics.com/MAJORITY to learn more and get 15% off your first order when you use MAJORITY at checkout. AURA FRAMES: Get 20% off your DeleteMe plan when you go to joindeleteme.com/MAJORITY and use promo code MAJORITY at checkout. SUNSET LAKE: Head on over to SunsetLakeCBD.com and use the code WINTER25 to save 35% on their full lineup of CBD Tinctures for people and pets. This sale ends December 21st at 11:59 ᴾᴹ eastern. Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com