Podcasts about data centers

Building or room used to house computer servers and related equipment

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Best podcasts about data centers

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Latest podcast episodes about data centers

Rich Zeoli
BONUS: Are neighborhood data centers a 'necessary evil' for the US to compete with China? Plus, what it'll take to reopen government

Rich Zeoli

Play Episode Listen Later Mar 20, 2026 30:47


The NIMBYS come out in force every time one is proposed, but should Americans embrace data centers? Here's an answer. Plus, the latest on spending plans in Congress, and how the US is fighting the first AI war in Iran.

All-In with Chamath, Jason, Sacks & Friedberg
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Mar 19, 2026 66:06


(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

The John Batchelor Show
S8 Ep603: 15. Guest Bob Zimmerman reports on the private space industry, highlighting SpaceX's flight records and plans for orbital AI data centers. He also discusses startups in South Korea and Germany facing technical challenges during their launches.,

The John Batchelor Show

Play Episode Listen Later Mar 19, 2026 13:38


15. Guest Bob Zimmerman reports on the private space industry, highlighting SpaceX's flight records and plans for orbital AI data centers. He also discusses startups in South Korea and Germany facing technical challenges during their launches.,,, (16)

HVAC School - For Techs, By Techs
Heat Recovery from Data Center w/ Jeff Staub

HVAC School - For Techs, By Techs

Play Episode Listen Later Mar 19, 2026 47:05


In this episode of the HVAC School Podcast, host Bryan sits down with Jeff Staub, Director of OEM Sales for Danfoss North America, to explore one of the most rapidly evolving frontiers in the HVAC and refrigeration world: thermal management for AI data centers. With nearly 30 years of industry experience spanning technical support, application engineering, and product development, Jeff brings deep expertise on how the explosive growth of AI chip technology is reshaping data center cooling architecture — and creating major new opportunities for HVAC professionals, contractors, and facility managers alike. A central theme of the conversation is heat recovery — specifically, how the enormous amounts of heat generated by high-density GPU chips in modern data centers can be captured and repurposed rather than simply rejected into the atmosphere. Jeff explains that while heat recovery itself is not a new concept (supermarkets have used reheat coils and heat reclaim for decades), its application in AI data centers presents fresh challenges and possibilities. The heat coming off liquid-cooled server chips typically runs around 90 to 100 degrees Fahrenheit — useful, but not immediately at the temperature needed for most end applications like domestic hot water or space heating. Boosting that heat using heat pumps or feeding it into district energy systems, boiler pre-heat loops, vertical farms, or multifamily housing developments are among the most promising strategies being explored around the world. Jeff highlights a significant contrast between Europe and the United States in how heat recovery is being adopted. In Europe, where district energy networks are widespread, data centers can plug directly into community heating infrastructure — and projections suggest that 80% of European data centers will incorporate heat recovery in the near future. In the US, the picture is more fragmented: while opportunities exist at universities, hospitals, urban mixed-use developments, and facilities co-located with nuclear power plants, the economics are trickier. Key sticking points include who owns the capital expenditure for heat recovery modules and heat pumps, and who ultimately benefits from the recovered heat. Bryan and Jeff discuss how innovative ownership models — with landlords, municipalities, or co-tenants sharing infrastructure — are beginning to unlock these opportunities, and how co-generation arrangements with power stations present exciting long-term potential. The episode wraps up with highly practical guidance for HVAC contractors and facility managers looking to break into the data center space. Jeff encourages technicians not to be intimidated: the fundamentals of vapor compression, chiller systems, and fluid flow that HVAC professionals already know transfer directly to data center work. The key additions are familiarity with large centrifugal and screw compressors, variable frequency drives on pumps, glycol loop management, and central distribution unit (CDU) architectures. Bryan emphasizes that the boundary between HVAC and plumbing will continue to blur as secondary fluid pumping becomes more prevalent — and that staying curious and investing in ongoing training (through manufacturer programs like Danfoss Learning, Carrier University, and others) is the best way to ride this wave rather than get left behind. Both hosts agree: AI data centers are not going away, and the technicians who keep them cool will be indispensable. Topics Covered The evolution of data center cooling — from direct vapor compression on chips, to air-conditioned server rooms (CRAC units), to today's liquid cooling and chiller-loop architectures Why AI GPU chips generate unprecedented heat densities, with individual server racks approaching 250 kW to 1 MW of heat output What heat recovery means in the data center context: capturing hot water (90–100°F) off chip cooling loops instead of rejecting it to outdoor air The concept of 'heat quality' — why low-temperature waste heat is abundant but difficult to use directly, and how heat pumps solve the temperature-lift challenge Real-world heat recovery applications: district energy systems, boiler pre-heat, vertical farms, multifamily housing, hospitals, and universities Europe vs. the US: why district energy adoption makes heat recovery far more common in European data centers, and what the US can learn Business model challenges: who pays for heat recovery infrastructure, and how co-location, municipal incentives, and landlord ownership models can unlock value Co-generation opportunities: feeding recovered heat back into steam turbines at co-located nuclear or power plants How heat recovery makes heat pump technology more viable by raising the source temperature and reducing compression ratio Danfoss's role in data center thermal management — from compressors and drives to plate heat exchangers, CDU flow control, and prepackaged heat recovery modules Refrigerant transitions and what they mean for data center cooling (R-410A to R-454B, CO2 transcritical systems, potential two-phase refrigerant direct-to-chip cooling) The convergence of HVAC and plumbing trades in a world of secondary fluid pumping and isolated refrigerant charges Absorption chiller technology as a potential future use case for low-grade waste heat Advice for contractors: how existing chiller and refrigeration skills translate to data center work, and what new competencies to build Career and training resources: Danfoss Learning, manufacturer universities (Carrier, Trane, McQuay), and leveraging AI tools for self-education The importance of redundancy and uptime in mission-critical data center environments — and what that means for service response expectations   Learn more about Danfoss at danfoss.com/learning Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

WSJ Tech News Briefing
TNB Tech Minute: Ecolab Nears Deal to Acquire Data-Center Cooling Company CoolIT

WSJ Tech News Briefing

Play Episode Listen Later Mar 19, 2026 2:45


Plus: Adobe probed by U.K. antitrust officials over cancellation fees. And Accenture reports higher revenue. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

acquire data centers cooling ecolab julie chang tech minute
The Industrial Talk Podcast with Scott MacKenzie
Robert McGinty with Braden

The Industrial Talk Podcast with Scott MacKenzie

Play Episode Listen Later Mar 19, 2026 24:19 Transcription Available


Industrial Talk is onsite at PowerGen and talking to Robert "Bob" McGinty, Director, Marketing and Sales at Braden about "Advanced SCR Solutions". Bob McGinty, a veteran in the power industry, discussed the evolution and growth of the power generation sector, particularly driven by data centers and AI. He highlighted Braden's role in emission control and gas turbine technology, emphasizing their advanced SCR system for faster compliance and reduced costs. Bob noted the increased demand for power due to population growth and technological advancements, stressing the need for responsible environmental practices. He also touched on the challenges of renewable energy costs and the importance of mentorship and family-oriented environments in the industry. Outline Introduction and Welcome to Industrial Talk Podcast Industrial Talk, sponsored by the Propane Education and Research Council, highlighting their commitment to safety, training, and innovative propane power technology.Scott Mackenzie, welcomes listeners to the Industrial Talk podcast, emphasizing the focus on industry professionals and their innovations.Scott thanks listeners for joining the top industrial podcast, celebrating industry professionals for their boldness, bravery, and problem-solving skills.Scott mentions the PowerGen event in San Antonio, encouraging listeners to attend next year and introduces Bob McGinty from Braden. Bob McGinty's Background and Current Role Scott introduces Bob McGinty, who has been in the Navy and has extensive experience in the emission and environmental marketplaces for over 35 years.Bob shares his journey from the Navy to the emission marketplace, focusing on improving emission controls through technology in the power industry.Bob discusses his transition into the gas turbine industry and his role in growing the Braden group, a multinational company.Bob emphasizes the importance of contributing to society and bettering human life through his work in the power industry. Impact of Data Centers and AI on Energy Market Bob explains how the data center industry and AI business have driven the energy market to new heights, contributing to the growth of power generation.Scott and Bob discuss the increased demand for power in the US due to population growth and the retirement of aged coal-fired systems.Bob highlights the role of new gas turbine technology and the symbiotic relationship between conventional and new power generators.Bob mentions Braden's involvement in various aspects of gas turbine technology, including auxiliary systems, acoustic control, and emission control systems. Challenges and Opportunities in Power Generation Bob discusses the structural challenges in the way power is consumed and delivered, emphasizing the need for different approaches to meet growing demand.Bob highlights the importance of responsible environmental compliance and the US's leadership in this area.Bob explains the migration of transparency between conventional and new power generators, particularly in the data center and AI industries.Bob shares Braden's expertise in building advanced air pollution control systems and the company's global presence in design, supply, and manufacturing. Braden's Role in Power Generation and Emission Control Bob explains Braden's role as an equipment supplier for power generators, providing systems according to specifications or best practices.Bob discusses the importance of managing exhaust trains safely and preparing air for generator operation.Bob highlights Braden's experience in building gas turbines since the 1960s and the company's knowledge in preparing air for generator operation.Bob emphasizes the need for advanced emission control systems to meet regulatory requirements and improve air quality. Regulatory Challenges and Technological Advancements Bob discusses the evolution of emission control technology, from addressing efficiency haze in the 1960s to advanced catalytic systems today.Bob explains the use of precious metal catalysts and the development of technologies to meet single-digit parts per million emission levels.Bob shares his experience working in Southern California, a region known for its strict air quality regulations, and the impact on Braden's technologies.Bob highlights the importance of developing technologies to meet regulatory challenges and the role of the EPA in setting and enforcing standards. Impact of Renewable Energy on Power Market Bob and Scott discuss the challenges and costs associated with renewable energy, particularly in California.Bob explains the high cost of electricity in California and the impact on consumers, comparing it to other regions.Bob highlights the need for a balanced approach to energy generation, combining renewables with traditional sources.Bob emphasizes the importance of reliable power supply and the challenges of rolling brownouts in a major economy like the US. Future of Power Generation and Workforce Development Bob discusses the return of baby boomers to the workforce and the importance of mentorship programs in developing new talent.Bob highlights Braden's family-oriented environment and flat organizational structure, fostering a supportive work environment.Bob emphasizes the need for continuous development and the role of new technologies in meeting market demands.Bob shares Braden's involvement in bringing power to remote areas in the US and globally, addressing energy needs in underserved regions. Braden's Advanced Technologies and Market Impact Bob introduces Braden's advanced emission control system for gas turbine exhaust systems, designed to meet the demands of data centers and AI companies.Bob explains the benefits of the new technology, including reduced footprint, lower costs, and faster market deployment.Bob highlights the importance of speed to market and the role of advanced technologies in addressing regulatory challenges.Bob expresses excitement about Braden's innovative solutions and their impact on the power generation market. Conclusion and Contact Information Scott thanks Bob for the insightful conversation and encourages listeners to reach out to Bob for more information.Scott highlights the importance of attending events like PowerGen to stay updated on industry trends and meet key industry professionals.Scott invites listeners to visit industrialtalk.com for more information and to connect with other industry professionals.Scott concludes the episode, emphasizing the importance of collaboration and innovation in the power generation industry. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! ROBERT MCGINTY'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/robert-mcginty-34717119/ Company LinkedIn: https://www.linkedin.com/company/braden-europe-b-v-/ Company Website: https://braden.com/ PODCAST VIDEO: https://youtu.be/OeeDOmQkYcw THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions:  https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: 

InvestTalk
How Does the K-Shaped Economy Explain Six-Figure Earner Struggles?

InvestTalk

Play Episode Listen Later Mar 18, 2026 45:08 Transcription Available


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

Wisconsin Today
Online sports betting passes, Data center regulations

Wisconsin Today

Play Episode Listen Later Mar 18, 2026 13:50


The state Senate passed a bill Tuesday that would legalize online sports betting in Wisconsin. And Republicans needed help from Democrats to do it. The Speaker of the state Assembly criticized his GOP counterparts in the Senate for not taking up a bill to regulate data centers. And, a story about an Appleton native whose business helps produce game broadcasts for Deaf people.

Conservative Review with Daniel Horowitz
The Hidden War on Red-State Land: Solar, Data Centers & the Death of Farming | 3/17/26

Conservative Review with Daniel Horowitz

Play Episode Listen Later Mar 17, 2026 60:02


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

The Energy Gang
A power producer's view of keeping the lights on. What does rising electricity demand from data centers mean for the US grid?

The Energy Gang

Play Episode Listen Later Mar 17, 2026 70:50


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

The Space Show
The Space Show Presents Phil Swan on building and launching AI data centers on the Moon.

The Space Show

Play Episode Listen Later Mar 17, 2026 101:18


Phil Swan, Sunday, 3-15-25The Space Show Presents Phil Swan on Launching Orbital Data Centers from The Moon are ready!Quick Summary:The meeting focused on the feasibility and implications of building data centers on the moon, with Phil Swan as the main speaker discussing the concept and addressing various technical and economic challenges. Participants explored the potential of mass drivers for launching data centers from the moon, the advantages of lunar manufacturing, and the role of nuclear power in supporting such endeavors. The discussion touched on the competition between space-based and Earth-based solutions, regulatory considerations, and the current state of AI companies' involvement in space initiatives. The conversation also highlighted the limitations of current technology and the need for further development in areas like mass drivers, nuclear power, and supply chain logistics.Detailed Summary:Early on we discussed the origin of the term “mass driver,” which was attributed to O'Neill who engineered the concept beyond its initial science fiction depiction in Heinlein's work. Phil Swan, the featured guest, presented a detailed analysis of building data centers on the moon and launching them into orbit using mass drivers, noting the rapid growth of Earth-based data centers and the potential for space-based solutions. The discussion highlighted the technical challenges and opportunities of space-based data centers, with Swan emphasizing the need to critically evaluate the feasibility of such concepts.Phil discussed the potential for moving data centers to space, highlighting the need to rebuild supply chains and the advantages of escaping Earth's regulatory burdens. He emphasized that data centers, as corporate entities, seek survival and growth, considering factors such as resource competition, popularity, and geopolitical risks. He mentioned Elon Musk's point about the continuous sunlight in space, which Phil addressed by explaining the trade-offs of solar panels in space, including decreased efficiency and shorter lifespan due to heat and radiation. Phil concluded that while space-based solar power might not be as cost-effective as Earth-based options, it could still offer advantages for data centers in terms of continuous energy supply.The Space Show Wisdom Team discussed the feasibility and implications of space-based data centers. Phil explained that while Earth-based maintenance requires manual labor, robotic systems could easily handle repairs in space, making satellite breakdowns manageable. He suggested placing data centers in high orbits beyond geosynchronous range, potentially launched from the Moon, to minimize interference with astronomy while optimizing economic and communication benefits. Our guest also outlined the key cost components of data centers, emphasizing that the cost of atom rearrangement (such as refining materials and manufacturing chips) would be similar regardless of location, while the cost of transporting atoms to space could be significant.The group discussed the feasibility of semiconductor manufacturing on the moon, with Phil arguing that while it would be expensive, it's not unrealistic given current advancements in Earth-based facilities. They explored various mass driver technologies, including railguns, coil guns, and screw launch systems, with Phil explaining how these could be optimized for launching satellites from the moon. Marshall added that aircraft carriers already handle acceleration forces of up to 3Gs without issues, suggesting that similar technology could be adapted for lunar launches.The group discussed the technical and logistical challenges of building a mass driver on the Moon, calculating that a 19-kilometer long mass driver would result in approximately 10G acceleration, which Phil confirmed was accurate. Bill raised concerns about launching semiconductor manufacturing equipment from Earth to the Moon, suggesting it might be more cost-effective to make chips on Earth and send them up using SpinLaunch or other rockets. The discussion concluded by proposing that Starship or other proven rockets would be the best option for sending chips to the Moon, while it was noted that SpinLaunch from Earth would face significant drag issues.The team further discussed the potential for establishing a lunar economy focused on data centers, with Phil proposing a model where Earth-based companies miniaturize and adapt manufacturing processes for lunar operations. They explored the possibility of using permanently shadowed craters on the moon for data center cooling, powered by nuclear or thorium reactors, which could provide both unlimited power and cryogenic cooling. The discussion addressed the challenges of latency in data transmission to Earth, with Phil noting that it might not significantly impact many current AI tasks. The point was made for a highlighted need for fiber optic cables to connect the data center components. Bill suggested using a large RTG and a sterling engine for power generation, while it was emphasized the competition from nuclear-powered data centers on Earth using molten salt reactors, which could be more cost-effective and easier to control.The group discussed the feasibility and economics of building data centers on the Moon versus Earth, with Phil arguing that while lunar data centers would be more cost-effective due to mass driver technology, the development timeline could be 30-40 years. They explored various delivery models, including the use of helicopters for remote Earth locations and the potential for nuclear reactors, with others suggesting that Earth-based nuclear data centers could be developed within 5 years. Bill clarified that Elon Musk's proposal involved launching data centers into cislunar space rather than deep space, and Marshall proposed using AI units on the backside of Starlink satellites, though Phil noted that current satellite computing economics don't work out economically due to solar panel efficiency and battery wear issues.The group discussed the regulatory landscape for data centers and AI, with Phil noting that despite concerns, regulatory bodies are unlikely to significantly slow down their development due to the overwhelming benefits. Dr. Kothari shared his perspective on nuclear power solutions, particularly highlighting the potential of thorium-based molten salt reactors as a scalable and cost-effective option for data centers, which he believes could be more attractive to investors. Phil and Ajay also discussed the economic viability of small modular reactors versus larger reactors, with Phil mentioning a video by that suggested smaller reactors might not be as economical. The conversation concluded with Philip emphasizing the uncertainty of future energy technologies and the potential for advancements like zero-point energy or the miniaturization of factories on the moon.The group discussed various energy solutions for data centers emphasizing the potential of thorium-based reactors over space-based solar power or fusion. They explored the logistics of data center production, with Phil suggesting that the location of data center factories would be more influential than energy source choice. The conversation then shifted to mass drivers and spin launch technologies, with John Hunt raising questions about trajectory control and Manuel inquiring about materials used in mass drivers. The discussion concluded with Bill noting that while Musk is knowledgeable about space, many AI companies may lack the necessary space expertise to effectively implement these technologies.The group discussed the current state and future of AI data centers, with Phil explaining that while companies like Nvidia, OpenAI, and Google dominate the market with 60-80% of compute workload, smaller players like Musk and Grok only account for 2%. Bill presented current computer capability metrics showing Google at 27%, OpenAI at 20%, Meta at 15.7%, and others including Anthropic at 9.7%. The discussion concluded with Philip presenting a technical analysis of mass drivers for space-based data centers, emphasizing that space data centers could drive a 50% increase in human civilization's economic scale, and noting his upcoming presentations at ISDC and Ascend in May-June.Special thanks to our sponsors:American Institute of Aeronautics and Astronautics, Helix Space in Luxembourg, Celestis Memorial Spaceflights, Astrox Corporation, Dr. Haym Benaroya of Rutgers University, The Space Settlement Progress Blog by John Jossy, The Atlantis Project, and Artless EntertainmentOur Toll Free Line for Live Broadcasts: 1-866-687-7223 (Not in service at this time)For real time program participation, email Dr. Space at: drspace@thespaceshow.com for instructions and access.The Space Show is a non-profit 501C3 through its parent, One Giant Leap Foundation, Inc. To donate via Pay Pal, use:To donate with Zelle, use the email address: david@onegiantleapfoundation.org.If you prefer donating with a check, please make the check payable to One Giant Leap Foundation and mail to:One Giant Leap Foundation, 11035 Lavender Hill Drive Ste. 160-306 Las Vegas, NV 89135Upcoming Programs:Upcoming ShowsBroadcast 4518: Zoom: John Hunt | Tuesday 17 Mar 2026 700PM PTGuests: John HuntZoom: John Hunt is back with his UAP update with lots of new information and actions.Broadcast 4519: Hotel mars with Rahil Makadia | Wednesday 18 Mar 2026 930AM PTGuests: John Batchelor, Dr. David Livingston, Rahil MakadiaHotel Mars: Updates on the DART Mission. Don't miss this segment!Friday, March 20: No program but check Upcoming Show Menu for possible last minute changes | Friday 20 Mar 2026 930AM PTGuests: Dr. David LivingstonFriday, March 20: No program but check Upcoming Show Menu for possible last minute changesBroadcast 4520: Zoom: Space Show AI User Program | Sunday 22 Mar 2026 1200PM PTGuests: Dr. David LivingstonZoom: By demand this is the program with Space Show Advisors & guests describing their AI usage, how and why.Space Show weekly schedule pending. See Upcoming Show Menu on the right side of our home page, www.thespaceshow.com. The weekly newsletter will be posted on Substack when completed. Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe

West Virginia Morning
An Author Interview, Rural Health And Data Centers, This West Virginia Morning

West Virginia Morning

Play Episode Listen Later Mar 17, 2026


We speak with Ron Flanary, co-author of "Big Emma," a book that explores the story of a powerful steam locomotive that hauled passengers, freight and coal in eastern Kentucky. Also, state officials want to keep the public informed about the launch of new rural health programs. The post An Author Interview, Rural Health And Data Centers, This West Virginia Morning appeared first on West Virginia Public Broadcasting.

WSJ Tech News Briefing
TNB Tech Minute: Nvidia-Backed AI Startup to Build a Data Center in South Korea

WSJ Tech News Briefing

Play Episode Listen Later Mar 16, 2026 2:26


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

Redefining Energy
220. Deal Trends for M&A and Energy Financing - Mar26

Redefining Energy

Play Episode Listen Later Mar 16, 2026 28:48 Transcription Available


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

San Diego News Matters
Candidate with ties to data center project is running for water and power agency board seat

San Diego News Matters

Play Episode Listen Later Mar 16, 2026 13:34


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

running project board agency nascar seat candidate ties data centers imperial county san diego city council water and power
Closer Look with Rose Scott
Nonprofit warns about data centers and SB 410; How money & strategy are driving GA Governor's Race

Closer Look with Rose Scott

Play Episode Listen Later Mar 16, 2026 50:10


A map created by Science for Georgia, a science advocacy nonprofit, conservatively estimates around 100 data centers in Georgia. But the exact number is difficult to pin down because the state government doesn’t maintain its own public database, which also makes it hard to track any economic impacts. The organization’s executive director, Dr. Amy Sharma also joins Closer Look to warn about SB 410, a bill being considered by the Georgia Legislature that she says does not do enough to protect consumers from the costs of data centers. Atlanta-based campaign strategist and demographer Fred Hicks joins Closer Look host Rose Scott for a post-qualifying update on the Georgia governor’s race. Sixteen candidates qualified for the May 19th primary to represent the Republican, Democratic, and Libertarian Parties in the November election. Hicks shares how money, advertisements and endorsements are showing the strength of the campaigns.See omnystudio.com/listener for privacy information.

The Information's 411
Nvidia GTC Preview, China's SuperApp AI Advantage, SaaS' AI Contradictions, Data Center Hacks

The Information's 411

Play Episode Listen Later Mar 16, 2026 40:19


The Information's Wayne Ma talks with TITV Host Akash Pasricha about Nvidia's GTC keynote and the company's new inference chip technology. We also talk with Khosla Ventures' Ethan Choi about the U.S.-China AI race and the rise of AI agents in super apps, AI Reporter Laura Bratton about why SaaS companies are quietly flagging AI as a major business risk in regulatory filings, and we get into industrial-scale data center hacks with Columnist Ann Davis Vaughan.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/expect-gtc-nvidias-groq-chiphttps://www.theinformation.com/articles/figma-hubspot-ceos-say-fazed-risks-ai-agents-disclosures-say-otherwisehttps://www.theinformation.com/newsletters/ai-infrastructure/5-ingenious-hacks-boosting-ai-data-centersSubscribe: 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-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Tantra's Mantra with Prakash Sangam
Mobile World Congress 2026 - Recap and Analysis

Tantra's Mantra with Prakash Sangam

Play Episode Listen Later Mar 16, 2026 53:00


This year's MWC took place as the telecom industry is at a crossroads, with additional monetization of 5G beyond mobile broadband less certain, smartphone growth flattening, AI influence increasing, and more questions than answers about the future. In this episode, Neil Shah of Counterpoint Research, Leonard Lee of Next Curve, and I discuss our experience at the event, and analyze the traction and monetization of 5G Advanced, Autonomous Networks, compare and contrast the progress of Western and Asian markets, the opportunity for AI for telecom, early use cases, and the prospect of RAN for AI. 6G and more. We also delve into whether telcos are better positioned for the sovereign AI and Data Center market. Index: 00:00 - Intro 00:35 - Guest intro (Neil Shah, Leonard Lee) 01:10 - MWC attendance 02:23 - Major themes of the event - 5G Advanced, AI, Autonomous Networks, 6G 07:00 - AI Ops for operators (AI for Telco) - Customer Care, Marketing, Billing, HR, Network Management, etc. 14:43 - AI for Networks Ops - Challenges,(data for AI) opportunities, and progress so far 17:38 - Autonomous Networks - Chinese operators at Level-4 (pockets), others at Level-2/2.5 21:30 - Current status of AI - Frank talk by Samsung Network executives on the current status 23:14 - Challenges of extending Autonomous Networks beyond China (by Chinese vendors), need for monetization opportunities 25:56 - Can the 5G Advanced monetization use case, successful in China, work in the US/Europe? 29:42 - RAN for AI, feasibility of GPU at Base stations, and challenges (power, weight, space) 33:29 - 6G - Qualcomm sensing demos, Ericsson/Apple - 5G/6G spectrum sharing (MRS) demo, uplink, need for monetization going beyond wireless service 41:25 - Are operators better positioned to offer Sovereign AI Data Centers - Deutsche Telekom's strategy, similar approach by Middle East /Korea, Is sovereignty is about data or also includes models?  50:50 - Did MWC 2026 move the needle for operators? 52:35 - Closing

Trent Loos Podcast
Rural Route March 13, 2026 Daryl Lies from ND on the placement of AI Data Centers, oh wait they are putting them everywhere.

Trent Loos Podcast

Play Episode Listen Later Mar 14, 2026 48:01


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

Doug Casey's Take
Skynet, The city of London & More

Doug Casey's Take

Play Episode Listen Later Mar 13, 2026 57:24


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

Crazy Wisdom
Episode #537: Free From the Grid, Connected to the World

Crazy Wisdom

Play Episode Listen Later Mar 13, 2026 48:47


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

Solar Maverick Podcast
SMP 268: Fuel Cells Powering AI Data Centers and Intersolar Insights

Solar Maverick Podcast

Play Episode Listen Later Mar 13, 2026 6:45


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

The Brian Mudd Show
Q&A of the Day – About Project Tango & Indiantown Data Center Proposals Part 2

The Brian Mudd Show

Play Episode Listen Later Mar 13, 2026 11:02 Transcription Available


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

Georgia Today
UGA graduate killed; New data center in SW Georgia; Planned ICE detention facilities

Georgia Today

Play Episode Listen Later Mar 13, 2026 20:52


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

Tech Disruptors
Lumentum on Optics Shifts in AI Data Centers

Tech Disruptors

Play Episode Listen Later Mar 13, 2026 41:54


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

En Perspectiva
DTI - Ataques bélicos a data centers

En Perspectiva

Play Episode Listen Later Mar 13, 2026 25:04


DTI - Ataques bélicos a data centers by En Perspectiva

The Green
The state of data center debate in Delaware

The Green

Play Episode Listen Later Mar 13, 2026 14:56


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

Jim Hightower's Radio Lowdown
AI Data Center Hucksters Wouldn't Bribe Our Legislators… Would They?

Jim Hightower's Radio Lowdown

Play Episode Listen Later Mar 12, 2026 2:10


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

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Mar 12, 2026 74:09


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

Real Estate Espresso
How Many More Data Centers Do We Need?

Real Estate Espresso

Play Episode Listen Later Mar 12, 2026 5:26


When I first started my training in electrical engineering I was using a large mainframe computer at the university. Most other students had to book time in one of the terminal rooms to gain access to the computer. They were limited to 60 minutes at a time. I purchased my own terminal which I had in my bedroom and got a second phone line and I had unlimited access to the computer. I also purchased one of the first personal computers. It had a tiny screen and it broke the link that tied me to the university mainframe. Fast forward to today and we all know how the distributed nature of computing has pushed the majority of processing into the palm of your hand. That doesn't mean data centers have disappeared. Today those traditional computing data centres provide a lot of the backbone that cannot practically processed on a personal device. If you look at the state of AI today, the vast majority of the computing is being done in a data center. I believe the Apple strategy is worth further examination because if Apple is correct, the demand for data centres will be reduced, but not eliminated.------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

alfalfa
I'm More Addicted to This Than Nicotine | Ep. 279

alfalfa

Play Episode Listen Later Mar 12, 2026 92:02


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

The Brian Mudd Show
Q&A of the Day – About Project Tango & Indiantown Data Center Proposals Part 1

The Brian Mudd Show

Play Episode Listen Later Mar 12, 2026 13:07 Transcription Available


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

Explain to Shane
Data Centers and Power Grids: The Battle for AI Infrastructure (with Lynne Kiesling and Steve DelBianco)

Explain to Shane

Play Episode Listen Later Mar 12, 2026 48:50


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

RTÉ - Morning Ireland
Off-grid Dublin data centre fuelled by own power plant

RTÉ - Morning Ireland

Play Episode Listen Later Mar 12, 2026 4:39


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

The Data Center Frontier Show
Introducing Subzero Engineering's Dissolvable Air Barrier (DAB) Panels - Safe Overhead Containment for Modern Data Centers

The Data Center Frontier Show

Play Episode Listen Later Mar 12, 2026 19:22


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

Policy for the People
“We've Been Very Foolish”: Inside Oregon's Data Center Boom

Policy for the People

Play Episode Listen Later Mar 12, 2026 28:27 Transcription Available


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

This Day in Maine
Thursday, March 12th, 2026: Home availability down sharply in Maine; state lawmakers consider barring data centers from tax breaks

This Day in Maine

Play Episode Listen Later Mar 12, 2026 6:53


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

Tech&Co
Les data centers, nouvelles cibles militaires – 12/03

Tech&Co

Play Episode Listen Later Mar 12, 2026 27:07


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

The Suburban Women Problem
Neighbors vs. Data Centers (with Cathy Becker and Annette Singh)

The Suburban Women Problem

Play Episode Listen Later Mar 11, 2026 35:10


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

The Tech Blog Writer Podcast
How Gensler Is Designing Data Centers For A Faster AI Future

The Tech Blog Writer Podcast

Play Episode Listen Later Mar 11, 2026 37:52


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

O'Connor & Company
Daylight Saving, SAVE Act, Nuclear Energy on the Rise, Loudoun Data Centers

O'Connor & Company

Play Episode Listen Later Mar 11, 2026 29:12


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

Brian, Ali & Justin Podcast
Head 2 Headlines: Ohio EPA weighs allowing data centers to dump wastewater into rivers

Brian, Ali & Justin Podcast

Play Episode Listen Later Mar 11, 2026 29:15


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

WFYI News Now
TPUSA & Top IN Repubs Formalize Ties, Doxxing Bill, IPS Board Member Resigns, IMPD Plans For Spring Break, NAACP Branch Against Data Center in Indy

WFYI News Now

Play Episode Listen Later Mar 11, 2026 6:03


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

Enfoque internacional
El conflicto en Medio Oriente pone en jaque los data centers

Enfoque internacional

Play Episode Listen Later Mar 11, 2026 2:25


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

The John Batchelor Show
S8 Ep563: ### 13. Bud Weinstein: AI Data Centers and Electricity Bud Weinstein addresses the "half-truth" that AI data centers are causing electricity price hikes. He argues that grid congestion, lack of transmission investment, and regulatory i

The John Batchelor Show

Play Episode Listen Later Mar 10, 2026 10:43


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

PBS NewsHour - Segments
Electric grid faces political roadblocks as it struggles with data center demand

PBS NewsHour - Segments

Play Episode Listen Later Mar 10, 2026 8:48


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

Nightly Business Report
Oil's Whipsaw Ride, Oracle's Data Center Dilemma, and is Defense the New AI? 3/10/26

Nightly Business Report

Play Episode Listen Later Mar 10, 2026 49:52


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

Pratt on Texas
Episode 3936: Abilene data center denials | Talarico tales show his radical weirdness – Pratt on Texas 3/10/2026

Pratt on Texas

Play Episode Listen Later Mar 10, 2026 42:53


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

AMERICA OUT LOUD PODCAST NETWORK
World happenings when corruption runs amok

AMERICA OUT LOUD PODCAST NETWORK

Play Episode Listen Later Mar 9, 2026 57:14 Transcription Available


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

The Brian Lehrer Show
Gov. Hochul Wants Tech Companies to Pay For Data Center Power Costs

The Brian Lehrer Show

Play Episode Listen Later Mar 6, 2026 26:58


Data centers are booming and taking the blame for spiking power costs because of how energy intensive they are. Rosemary Misdary, WNYC and Gothamist science reporter, talks about what Gov. Hochul says she plans to do to reign in the costs to consumers.   Image: Data center infrastructure in the United States, November 2025 (DOE — NREL, Public domain, via Wikimedia Commons)