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On today's show we are looking at the impact of data centres on the local economy where these are located. We are looking at the energy component, and the technology life cycle. You have no doubt heard the statement that “energy is the economy.” It is true that for every unit of GDP there is an equivalent unit of energy consumed somewhere in the world. But in this instance, energy is the lifeblood of the AI industry. In addition to the gold rush in AI, there is a recognition that the world is not generating enough electricity to satisfy the incremental demand from data centres. What caught my attention this past week was not the plethora of announcements of new power generating capacity. Although that is impressive, there is something even more important that we will explore. Let's take a look at the aggregate power generation announcements in just the past month alone. Several of the announcement have been in the range of 2GW. We need to put this in perspective. 2GW of power generation is enough to power 1.5M homes. This is enough to power a city like Phoenix or San Diego or San Antonio. So when we measure the power consumption of a large data centre complex, we are comparing it to the GDP of an entire city of 1.5M homes, or about 3m people. The primary driver of obsolescence is the relentless pace of Nvidia's (and other manufacturers') innovation cycle. New generations of AI chips are released frequently, every 12 to 18 months, bringing significant leaps in computational power, efficiency, and new features.Meta's studies, for example, have shown significant GPU failures during the training of large models like Llama 3, with an estimated annualized failure rate of around 9%, potentially reaching 27% over three years for H100 GPUs. These chips consume a lot of power (700W for H100s, over 1000W for future chips) and generate intense heat, putting immense stress on the hardware.------------**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)
Lately, tech companies like Meta have been putting hundreds of billions toward building new data centers to power their AI ambitions. Some communities have been pushing back, however, arguing these facilities strain local resources. But demand for data centers isn't expected to slow down anytime soon. On the show today, Landon Marston, professor of civil and environmental engineering at Virginia Tech, explains what data centers actually are, why they require so much energy and water to operate, and how they can affect nearby communities. Plus, how can data centers become more sustainable?Later, reflections on Medicaid cuts and the power of journaling. And, a listener makes us smarter about “100-year floods.”Here's everything we talked about today:"Their Water Taps Ran Dry When Meta Built Next Door" from The New York Times"Coreweave stock pops after company announces $6 billion AI data center in Pennsylvania" from CNBC"Meta's Zuckerberg pledges hundreds of billions for AI data centers in superintelligence push" from Reuters "How A.I. Is Changing the Way the World Builds Computers" from The New York Times"China Is Putting Data Centers in the Ocean to Keep Them Cool" from Scientific American ”The 100-Year Flood” from the U.S. Geological Survey We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
Lately, tech companies like Meta have been putting hundreds of billions toward building new data centers to power their AI ambitions. Some communities have been pushing back, however, arguing these facilities strain local resources. But demand for data centers isn't expected to slow down anytime soon. On the show today, Landon Marston, professor of civil and environmental engineering at Virginia Tech, explains what data centers actually are, why they require so much energy and water to operate, and how they can affect nearby communities. Plus, how can data centers become more sustainable?Later, reflections on Medicaid cuts and the power of journaling. And, a listener makes us smarter about “100-year floods.”Here's everything we talked about today:"Their Water Taps Ran Dry When Meta Built Next Door" from The New York Times"Coreweave stock pops after company announces $6 billion AI data center in Pennsylvania" from CNBC"Meta's Zuckerberg pledges hundreds of billions for AI data centers in superintelligence push" from Reuters "How A.I. Is Changing the Way the World Builds Computers" from The New York Times"China Is Putting Data Centers in the Ocean to Keep Them Cool" from Scientific American ”The 100-Year Flood” from the U.S. Geological Survey We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles.
Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of additional load has been provided by Wind and Solar, despite the permanent attacks from the fossil fuel lobby.To make sense of the current situation in Texas, and also talk about the future, with unbelievable projections, full of AI and Datacentres, we have the pleasure of welcoming Arusha Sharma Frank.Arushi Sharma Frank is an energy policy expert with deep expertise in distributed energy resources (DERs) and virtual power plants (VPPs). She pioneered ERCOT frameworks for grid-integrated VPPs and the integration of batteries on the Grid, while at Tesla where she worked between 2020 and 2024. Arushi was a key architect of the Texas Public Utility Commission's Aggregated DER pilot, enhancing grid resilience post-Winter Storm Uri. The Lone Star State is at the crossroads: will the additional load arrive? Are the renewables in danger? Can fossil fuels make a come-back, or are we seeing this wrongly, as the new model suggest that it is all about flexibility.Finally, the best source for information on renewable energy in Texas is Doug Lewin: www.douglewin.com
“We're creating a workforce that's ready to walk into the AI era—not just with technical knowledge, but with real-world readiness.” — Aaron Ritchie, SVP of Solutions, Uptime Crew In this episode of Technology Reseller News, Publisher Doug Green speaks with Aaron Ritchie, Senior Vice President of Solutions at Uptime Crew, a newly launched division of Smoothstack. The conversation dives deep into how Uptime Crew is addressing the labor shortfall that's emerging across critical sectors like data centers and semiconductor fabrication—industries that are essential to powering the AI-driven future. Founded in 2018, Smoothstack made its name delivering "Hire, Train, Deploy" (HTD) solutions for software engineering roles. Now, through Uptime Crew, the same model is being extended to high-tech, hands-on careers where demand is skyrocketing—from data center technicians to field engineers supporting chip manufacturing. Unlike traditional staffing firms, Uptime Crew hires full-time employees, pays for their immersive 7–10 week training, and deploys them into mission-critical environments. These candidates often come from unexpected backgrounds—military veterans, auto mechanics, Geek Squad technicians—and are reskilled to thrive in high-stakes, high-tech roles. With national security and economic independence driving massive investment in U.S.-based chip production and data centers (projected to grow from 3,000 to 12,000 facilities), the pressure to find qualified talent is intense. Ritchie explains how Uptime Crew's tailored approach accelerates time-to-productivity by 66% for clients, reduces attrition, and helps companies de-risk hiring amid exponential growth. In one case study, a rapidly expanding tech client saw immediate ROI by partnering with Uptime Crew to build a custom curriculum that mirrored its operational environment. On July 21st, Ritchie will publish a detailed blog outlining the economics and structure of the HTD model for workforce transformation. As he notes, “It's about unlocking potential—and giving both employers and employees the tools they need to succeed in a world being rebuilt by AI.” Learn more: https://uptimecrew.com
AI Applied: Covering AI News, Interviews and Tools - ChatGPT, Midjourney, Runway, Poe, Anthropic
Inside Meta's Data Center Shift brings together custom silicon, cooling innovation, and AI-optimized storage. Our experts analyze the tradeoffs, benefits, and future of this direction.Try AI Box: https://aibox.ai/AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about
We take a look at some of the most dynamic areas of the investment markets in 2025 including Rare Earth Stocks, Stablecoin and Cryptocurrencies, Energy, Data Centers, and where you might invest when the Federal Reserve cuts interest rates.
Sign up for our newsletter! President Trump was in Pittsburgh whipping up support for building data centers and the gas infrastructure to power them. But many worry that electricity ratepayers will get stuck with higher bills as demand for energy grows. A new online tool helps people who live near industrial facilities learn more about the chemicals and pollutants they're being exposed to. Clean air quality advocates in Allegheny County held a virtual town hall meeting this week to push for increasing certain industrial operating fees. Cleanup work at a contaminated former dishware factory site in Falls Creek, Pennsylvania, is underway. A new study shows that small differences in temperature within a farm field can affect how many bees it attracts. We're independent and non-profit, and we don't get money from WESA, WPSU or any other radio station. So we must turn to you, our listeners, for support. Take action today so we can continue to keep you informed. Donate today. Or send us a check to: The Allegheny Front, 67 Bedford Square, Pittsburgh, 15203. And thanks!
On this episode of the Somewhat Frank Podcast, Frank Gruber (X and IG: @FrankGruber), John Guidos (IG: jgoodtimes83), and Simon Kahan (IG: simonkahan) discuss the following topics: AI Rock Band With More Than A Million Listeners - https://nypost.com/2025/07/10/entertainment/rock-band-with-more-than-1-million-spotify-listeners-reveals-its-entirely-ai-generated-down-to-the-musicians-themselves/ AI Talent War Is On Fire - https://www.tipranks.com/news/meta-poaches-apples-aapl-ai-superstar-with-200m-offer Zuckerberg says Meta will build data center the size of Manhattan - https://ground.news/article/meta-ceo-zuckerberg-says-first-ai-data-supercluster-will-come-online-in-2026_2b17de The new Superman movie - https://www.rottentomatoes.com/m/superman_2025 Jurassic World Rebirth - https://www.rottentomatoes.com/m/jurassic_world_rebirth We also upload our episodes to YouTube in video format so you can see us now. Check it out on Established YouTube, where you can subscribe to get updates when we drop a new episode at: https://soty.link/ESTYouTube As always, thank you for listening, and feel free to reach out and let us know what you think at: somewhatfrank@est.us
In this special interview, Shark Tank investor and entrepreneur Kevin O'Leary joins Cointelegraph US Reporter Vince Quill for a wide-ranging conversation on the future of artificial intelligence, stablecoins and the battle for technological dominance between the US and China. Mr. Wonderful shares why he refuses to back companies that aren't integrating AI, explains how stablecoins could stabilize inflation globally and dives into his investments in Bitcoin mining and AI-powered infrastructure. Plus, O'Leary gives blunt advice to tech founders on why Washington, not Wall Street, is where the real power lies.(00:13) Why Kevin O'Leary refuses to invest in companies that don't use AI(02:02) How AI cut 60% of production costs for O'Leary's commercial(03:34) “Who's running your AI stack?”(04:10) AI's impact on insurance, banking and even the wine industry(06:37) “We're in a technological war with China,” O'Leary explains the chip race(09:04) Why he's “violently” against U.S. tech sanctions on China(11:49) Stablecoins and USDC: “The biggest buyers of U.S. treasuries are now crypto firms”(13:18) How stablecoins could stabilize inflation in volatile economies(17:24) Lobbying for small business: “It's all about job creation, not politics”(19:14) Why O'Leary invested in Bitcoin infrastructure instead of just the asset(24:49) AI and data centers are reshaping global energy demand(29:49) O'Leary's #1 advice for tech foundersThis episode was hosted and produced by Savannah Fortis, @savannah_fortis.Follow Cointelegraph on X @Cointelegraph.Check out Cointelegraph at cointelegraph.com.If you like what you heard, rate us and leave a review!The views, thoughts and opinions expressed in this podcast are its participants' alone and do not necessarily reflect or represent the views and opinions of Cointelegraph. This podcast (and any related content) is for entertainment purposes only and does not constitute financial advice, nor should it be taken as such. Everyone must do their own research and make their own decisions. The podcast's participants may or may not own any of the assets mentioned.
E oggi il commento di Mario Ajello ci parla della maxi -inchiesta milanese di cui l'inviata Claudia Guasco tratteggia le ultime novità, con l'inviato Lorenzo Vita andiamo a Gaza con l'ultimo bombardamento che indigna anche l'Italia, l'approfondimento di Prima pagina oggi riguarda i data center, i magazzini virtuali dei dati, quindi lo spettacolo con Umbria Jazz raccontata da Michele Bellucci.
Governor Josh Shapiro says he wants to be sure Pennsylvania plays a key role in developing artificial intelligence, as well as providing the energy needed to support it. Speaking at an energy and A-I summit in Pittsburgh this week, Shapiro said the state's skilled workforce and natural gas reserves helped attract a $20 billion dollar investment in new data centers recently pledged by Amazon. A number of large-scale data center projects were announced across the state including a $15 billion project planned for the Carlisle area, a $6 billion project in the Lancaster area and a $5 billion project planned for York County. A nonprofit group that helps unemployed people stay in their homes is calling for state property reassessment laws to be updated. The lawsuit could affect property owners across the state. Another attempt is being made to eliminate local property taxes in Pennsylvania: This latest effort, in the form of an amendment to the state Constitution, is co-sponsored by state Senator Doug Mastriano of Franklin County. It would prohibit school districts from collecting property taxes beginning July first, 2029 and require the General Assembly to come up with another funding method for public schools. Some state lawmakers are taking another shot at legalizing adult cannabis use in Pennsylvania. Senators Daniel Laughlin and Sharif Street, as well as Representatives Emily Kinkead and Abby Major introduced bipartisan recreational cannabis bills just four days apart. Both bills incentivize minority, women and veteran-owned small businesses to open dispensaries across the state. Pennsylvania is one of 49 states sharing in a 20 million dollar settlement with drug maker Gilead Sciences. It stems from a lawsuit which accused Gilead of illegally providing financial and other incentives to medical personnel in exchange for promoting and prescribing its HIV medications. Danville-based Geisinger is eliminating nearly 100 Geisinger Health Plan positions as part of an "operational restructuring" amid financial challenges that include a $231 million operating loss last year. Four independent voters in Pennsylvania are asking the state Supreme Court to rule that the closed primary system violates the state constitution. They filed a lawsuit arguing that keeping independents out of primaries effectively denies them the right to vote in many districts where primaries determine the outcome. The 260th York State Fair kicks off Friday. and runs through the following weekend until Sunday, July 27th. Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.
Youtube Channel: https://www.youtube.com/@GenerativeAIMeetup Mark's Travel Channel: https://www.youtube.com/@kumajourney11 Mark's Channel: https://www.youtube.com/@markkuczmarski896 Gen AI Meetup: https://genaimeetup.com/ Shashank Linked In: https://www.linkedin.com/in/shashu10/ Mark Linked in: https://www.linkedin.com/in/markkuczmarski/
NGI markets editor Chris Newman sits down with Bracewell partners Bryan Clark and Jared Berg to discuss how companies can tap associated gas supply in the Permian Basin to fuel innovative co-located power arrangements and potentially receive higher pricing than at the oft-volatile West Texas benchmark, Waha. While data centers housing artificial intelligence grab headlines for their massive appetite for electricity, these projects represent a broader trend of associated gas assets being monetized for various in-basin power needs. Bigger projects may solve gas supply issues, but they bring operational complexity. Clark and Berg give examples of existing and proposed off-grid uses and the challenges they face.
AI Universe: Weekly Update | Thursday, July 17, 2025The AI updates you need to know — every week, in under 3 minutes — to make innovation and automation your competitive advantages.1. Meta Plans Massive AI Data Center2. ByteDance Passes Meta in Revenue — Fueled by AI Ads3. UK Launches £1.3 Billion AI Supercomputing Initiative
Data centers, the massive, power-hungry facilities that make the internet and AI work, continue to pop up across the Commonwealth. They bring billions in revenue for Virginia and its localities, but they can also bring neighborhood complaints, development concerns and drains on natural resources. Brad Kutner takes a look at the landscape and how Virginia's […]
Inside INdiana Business Radio for the morning of July 17, 2025. Logistics Realty plans a $10 billion data center campus near Frankfort aimed at a major tech client. Indiana students show improvement in math on the 2025 ILEARN exam, though reading scores remain flat. Also: Biome Edit nears approval for a poultry health product, Mooresville's Nice-Pak to be acquired, Purdue launches a space engineering degree, and White Lodging names two new executives. Get the latest business news from throughout the state at InsideINdianaBusiness.com.
Stephen Grootes speaks to Jan Vermeulen, Editor at Mybroadband about African countries' concerns over being left behind in the global data center landscape and the potential for citizen data to be stored in foreign countries. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
They use up massive amounts of electricity and water, strain state resources, and get hundreds of millions of dollars in tax subsidies. So what benefits do data centers actually bring to Illinois residents? Reset digs into this question with Sarah Moskowitz, executive director of Citizens Utility Board, and Brett Chase, environmental reporter for the Chicago Sun-Times. For a full archive of Reset interviews, head over to wbez.org/reset.
Jul 16, 2025 –This podcast is a replay of one of our most fascinating book interviews, The Dark Cloud. In this conversation, award-winning investigative journalist Guillaume Pitron takes us behind the scenes of our digital world to uncover the immense...
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this conversation, Jaeden discusses Meta's ambitious plans to build a massive five gigawatt AI data center, named Hyperion, as part of Mark Zuckerberg's renewed focus on artificial intelligence. The conversation explores the competitive landscape of AI infrastructure, highlighting the challenges and strategies of various tech companies, including energy concerns related to data centers. Jaeden emphasizes the importance of government involvement in energy production to support the growing demands of AI technology.Try AI Box: https://AIBox.ai/AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutChapters00:00 Meta's Ambitious AI Data Center Plans02:47 The Competitive Landscape of AI Infrastructure06:06 Energy Challenges in AI Development08:53 Government's Role in AI and Energy Production
A new deal with Brookfield Asset Management will yield the company 3,000 megawatts of hydroelectric power. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Carson Group's Ryan Detrick joins to explain why sentiment is shifting bullish. Neil Dutta of Renaissance Macro weighs in on inflation and Fed speculation. CFRA's Alexander Yokum breaks down regional bank earnings, and CoreWeave CEO Michael Intrator joins from the Pennsylvania Energy Summit. Plus, our Diana Olick explores data centers in space.
This week, Jazmin talked to us about an audit of the Department of Education and Robert talked to us about issues surrounding a data center in Oldham County.
For Amazon Web Services (AWS), Amazon's cloud computing business, everything is on the table as far as adoption of clean energy sources and use of energy storage solutions to meet its ambitious goal of becoming net-zero carbon by 2040. Michael Torrance, Chief Sustainability Officer at BMO, hosts this episode of Sustainability Leaders with his guest Chris Walker, Director of Sustainability, AWS. They discuss AWS' efforts at energy efficiency, nuclear power procurement, and the company's goal to be water positive by 2030.
Alphabet (GOOGL) announced plans to spend up to $25B to expand its data center presence in America. Ben Watson drops by to look at the technical chart perspective on the Mag 7 stock. In the past 5 days, he looks at a range between $177-$182. On a longer-term chart, he sees a sideways trend over the last year. Ben says to watch tests of the $182 level, but also cautions of some bearish divergence in the RSI momentum study.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Meta Platforms (META) is looking to build numerous multi-gigawatt data centers that CEO Mark Zuckerberg says make up a "significant part of the footprint of Manhattan." Marley Kayden says that may not be the only piece of news moving the stock. She points to a report from the New York Times saying Meta is considering abandoning its open-source A.I. model, Behemoth. Tim Biggam offers an example options trade for Meta.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The NDX was the only index to climb higher on the session, thanks to Nvidia's (NVDA) strong rally after the U.S. rescinded A.I. chip export restrictions on China for the company. Meta Platforms (META), Alphabet (GOOGL), and CoreWeave (CRWV) all seek to expand their A.I. capabilities through a pipeline of new data center deals. Big banks kicked off earning season with mixed results. Marley Kayden takes investors through a busy day on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Citigroup (C) saw its 2Q profit jump 25% thanks to a strong reversal of momentum toward trading and investments through the big bank. CoreWeave (CRWV) soared after announcing a $6 billion investment into a new Pennsylvanian data center. The Trade Desk (TTD) also rallied more than 10% with prospects of joining the SPX on Friday. Diane King Hall takes investors through the biggest movers this morning.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Dean Stanberry, past chair of IFMA's Global Board of Directors, hosts a discussion with Jim Uhalt, Chief Revenue Officer for Quality Uptime Services, and Kyle Butler, President of RavenVolt, about data centers, uptime, and future-proofing strategies. They explore the importance of maintaining infrastructure, handling aging equipment, and proactive versus reactive maintenance models. They highlight the increasing importance of resilience, climate risk, and cybersecurity in data centers. Additionally, they discuss modernizing energy infrastructure using renewable resources, addressing the challenges of staffing qualified personnel, and the role of AI and automation in optimizing maintenance and meeting ESG goals. Sponsor:This episode is sponsored by ODP Business Solutions! Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org
Meta's new data centers could gobble up millions of gallons of water per day, but not to worry because Meta says it's cracking down on Facebook creators who steal content, and Claude AI now integrates with Canva. It's Tuesday, July 15th and here's a quick look at tech in the news this morning from Engadget. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Inside INdiana Business Radio for the morning of July 15, 2025. Marian University is launching a new program designed to address Indiana's ongoing teacher shortage. A Newton County manufacturer has acquired a company headquartered in Illinois. Plus, the mayor of Michigan City is shutting down talks of a proposed data center project. Get the latest business news from throughout the state at InsideINdianaBusiness.com.
We moeten het hebben over Prometheus en Hyperion. Dan denk je misschien aan personages uit Transformers, maar het zijn toch écht de nieuwe projecten van Meta. Het moederbedrijf van Facebook wil namelijk gigantische datacenters met die namen bouwen. Datacenters waar Meta volgens eigen zeggen honderden miljarden dollars aan wil uitgeven. Mark Zuckerberg heeft een missie en dat is dat zijn Meta de AI-kampioen wordt. Hij wil de achterstand op bedrijven als Microsoft ombuigen in een voorsprong. Deze aflevering kijken we of dat niet ten koste gaat van de financiën van het bedrijf. Betalen beleggers niet zijn nieuwe fiasco?Hebben we het ook over Nvidia. Het is topman Jensen Huang gelukt: hij heeft exportrestricties weggewerkt. Van de Trump-regering mag hij bepaalde chips nu tóch naar China exporteren. Leuk voor hem, maar het lijkt erop dat Trump hiermee de Chinezen machtiger maakt. Machtig mooi zijn ook de kwartaalcijfers van drie grote Amerikaanse banken. JP Morgan, Citigroup en Wells Fargo komen met goede cijfers, al zitten er wel wat schoonheidsfoutjes in. Ook moeten beleggers een flinke waarschuwing verwerken van JP Morgan-baas Jamie Dimon. Die waarschuwt voor een waslijst aan slecht nieuws. Ook in deze uitzending: Robinhood is klaar voor de S&P500, maar de S&P500 negeert het bedrijf Aandeel TomTom beleeft extreem volatiele beursdag Allereerste Tesla-showroom geopend in India G20 is steeds meer de G19: Amerika komt steeds niet opdagen See omnystudio.com/listener for privacy information.
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NVIDIA bekommt von der Trump-Administration grünes Licht und darf den H20 Chip in China verkaufen. Die Tech-Euphorie wird durch diese Meldung gespeist, zumal dadurch auch eine voranschreitende Stabilisierung im Handelskonflikt beider Nationen signalisiert wird. Laut Bloomberg soll Trump heute außerdem $70 Milliarden an Investitionen in die KI-Stromversorgung melden. Google plant über die nächsten zwei Jahre $25 Mrd. in die Stromversorgung für Data Center und KI-Infrastruktur zu investieren. Ansonsten setzt die Wall Street darauf, dass die für den 1. August angedrohte Ausweitung der Zölle gegenüber den wichtigsten Handelspartnern in dieser Form nicht kommen werden. Der TACO-Trade bleibt somit in Takt. Die vor dem Opening gemeldeten Ergebnisse aus dem Bankensektor halten die optimistische Stimmung ein und fallen überwiegend solide aus. BlackRock, JP Morgan, die Citigroup und Wells Fargo konnten die Ertragsziele jeweils schlagen. Da Wells Fargo die erwarteten Netto-Zinseinnahmen senkt, steht der Wert aber eicht unter Druck. Die Aktien von Trade Desk werden ab Freitag im S&P 500 aufgenommen, mit vorbörslich starken Kursgewinnen. Wir haben außerdem viele positive Analystenstimmen zum Tech-Sektor. Die Ziele für Google, Meta, Microsoft und Netflix werden angehoben. Was Inflation betrifft, lagen die Juni-Verbraucherpreise lagen so ziemlich im Rahmen der Ziele. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Laurent had the pleasure and privilege of sitting down with Markus Rauroma, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June. Fortum, the Finnish energy company also active in Sweden and Poland, finds itself right on the front line when it comes to tensions with Russia—not exactly your average utility boardroom drama. The conversation kicks off with Markus's recent election as President of Eurelectric, taking over from none other than Leo “the Great” Birnbaum, CEO of E.ON.We talk about the challenges Markus has faced so far, including how Fortum managed to steer through the stormy waters of the Ukraine war, and what's ahead for the industry. Spoiler: it's not all doom and gloom—there's strategy, resilience, and some surprisingly good teamwork. Markus rolls out Eurelectric's Manifesto centred on customers, security of supply and digitisation (AI). Markus introduces his vice-presidential duo: Georgios Stassis (CEO of PPC) and Catherine MacGregor (CEO of Engie). According to him, it's a well-balanced trio—think energy world's version of the Avengers, but with spreadsheets and grid stability. He also gives kudos to Kristian Ruby, Secretary General of Eurelectric, and the Brussels team for their stellar behind-the-scenes work.The chat then shifts to the Baltics, one of the rare places in Europe where electricity demand is actually growing. Fortum's been ahead of the game there too: Markus reveals they now have over 1.3 GW of capacity lined up and ready to power new datacenters—because TikTok videos don't host themselves. Of course, we couldn't ignore the constant cyber-attacks and sabotage attempts coming from Russia. Markus shares how Fortum has learned to deal with them—let's just say they don't flinch easily anymore. And finally, a public mea culpa: Laurent repeatedly referred to Finland as part of Scandinavia. A common slip-up. For the record: Finland is next to Scandinavia, but it's not in it. The Finns are Nordic, not Scandinavian—but much like their neighbours to the west, they handled the mix-up with trademark cool. No sauna ban issued. We thank Kristian Ruby and all the Eurelectric team for organising this recording and putting together such a great summit.
Doris Li Yeh, founder and CEO of Mirapath, Inc., discusses how she became an "accidental entrepreneur," what her company offers, who her customers are, why addressing cultural differences matters for achieving sustainable global growth, and why joining a mentor group has been one of the best business decisions she has made in her life.
In this episode, host Kirk Offel sits down with Andy Davis for an insightful and candid conversation straight from the heart of the DCAC event in Ireland. Together, they pull back the curtain on the rapidly changing world of data centers—a sector Kirk compares to the new backbone of civilization, shaping everything from the way we stream our favorite shows to the meteoric rise of AI.For more about us: https://linktr.ee/overwatchmissioncritical
The stock is up 500% since its June 5th IPO. The CEO of stablecoin issuer Circle breaks down the next catalysts for the industry as the house gets ready to vote on the ‘GENIUS Act” this week. Then Google spending $2.5B at the direct expense of OpenAI. A look at the company's latest deal to acquire top AI talent. Plus Meta announcing plans for several multi-gigawatt data centers, first planning to come online by 2026.
In this episode of Hashtag Trending, host Jim Love discusses Intel's dramatic fall from the top 10 semiconductor companies as revealed by CEO Lip-Bu Tan. He also delves into the growing conflicts between data centers and local communities, highlighting environmental and health issues. OpenAI's failed $3 billion acquisition of Windsurf and the intriguing 'reverse acquisition' by Google is another key topic, shedding light on the rising tension in the AI industry. Finally, Love covers the astonishing performance of an AI in solving advanced mathematical problems, as reported by Scientific American, and provides an update on Rogers' Starlink satellite service test in Canada. 00:00 Introduction and Headlines 00:27 Intel's Struggles and Future Plans 02:58 Data Centers: The Hidden Costs 06:27 OpenAI's Acquisition Drama 09:13 AI Outsmarts Top Mathematicians 11:34 Rogers Starlink Satellite Service 12:39 Conclusion and Personal Note
CT may make great Pizza but the folks who are part of CT Tool and Machining Assoc are the real makers in CT, IoT Belkin is turning off the Cloud Mgmt of that “Smart Tech”, AI and Datacenters causing 20% increase in utility bills for 65Million customers!?!? VA is requiring Age Verification to limit kids under 16 to 1hr per day of Social Media platform, What tablet should I purchase? How do I share data using onedrive…sync-pending, Mc-Disaster in the hiring bot leaks 65million Records because thy used a password of 123456!!, How did PatrolDOG become a thing?
Interview with Andre Liebenberg, Executive Director & CEO of Yellow Cake PLCOur previous interview: https://www.cruxinvestor.com/posts/slow-supply-fast-demand-uraniums-new-investment-reality-7136Recording date: 7th July 2025Yellow Cake presents a compelling pure-play uranium investment opportunity positioned to capitalize on structural supply-demand imbalances in the global uranium market. The London-listed company holds approximately 22 million pounds of physical uranium stored primarily in Canada and France, providing direct exposure to uranium price appreciation without operational mining risks.The investment thesis centers on a fundamental supply deficit that is expected to persist for 3-5 years. Current global uranium production delivers approximately 165 million pounds annually against demand of 180 million pounds and rising, creating an immediate gap of 15 million pounds that is projected to widen as nuclear capacity expansion accelerates globally. China alone is constructing 26-28 reactors simultaneously, while technology companies increasingly turn to nuclear power for reliable, clean electricity to power data centers and artificial intelligence operations.Technology sector involvement represents a transformative catalyst for uranium demand. Amazon's $20 billion commitment to data center complexes alone represents half the market capitalization of the entire uranium sector, highlighting the scale of capital these companies are willing to deploy for energy security. As CEO Andre Liebenberg notes, "If a tech company had to put 20 billion dollars into the mining space, you could build a pretty big project for that." This suggests technology companies possess sufficient resources to directly address supply constraints through upstream investments if fuel security becomes a constraint to their operations.Supply-side constraints appear particularly acute given the limited number of producing jurisdictions. Five countries produce 90% of global uranium, with Kazakhstan accounting for approximately half of world production. Much of this flows to China and Russia, creating a "bifurcated market" where Western utilities face increasing competition for uranium supplies. As Liebenberg explains, "Kazakhstan, half their material goes to China. If you include Russia, it's probably closer to 2/3. Namibia, the two operating mines in Namibia are both owned by the Chinese that goes to China."Critical inventory depletion adds urgency to the supply situation. US utilities now hold approximately two years or less of uranium reserves against an 18-24 month fuel cycle, representing what Liebenberg characterizes as "the low point of their infantry." This follows nearly a decade of utilities contracting below consumption levels, a practice that cannot continue indefinitely. The eventual resumption of utility contracting represents a key catalyst for uranium price appreciation.Yellow Cake's strategic positioning provides multiple competitive advantages. The company's agreement with Kazatomprom allows $100 million annual uranium acquisitions at spot prices through 2027, providing assured access to supply in an increasingly thin market. As Liebenberg observes, "With the spot market today, you saw Sprott raise $200 million and the spot market popped $7 without them spending a penny. It's a very thin and liquid market. So $100 million volume will move the price."The company's track record demonstrates strategy effectiveness. Yellow Cake raised $200 million at IPO when uranium traded at $21 per pound and has grown to over $1.5 billion in market capitalization with uranium at $76 per pound. Liebenberg expresses confidence in continued appreciation: "I'm still of the belief that we could see a doubling in the uranium price. We're sort of partway through that journey."Government policy support for nuclear expansion, including the World Bank's decision to resume nuclear project funding and support from 14 major banks for tripling nuclear capacity, creates favorable regulatory tailwinds. Small modular reactor development adds another demand catalyst, with commercial operation possible by the end of the decade.Yellow Cake PLC offers investors direct uranium exposure through a transparent, risk-controlled business model positioned to benefit from structural supply-demand imbalances and technology sector-driven demand growth over the next 3-5 years.View Yellow Cake's company profile: https://www.cruxinvestor.com/companies/yellow-cake-plcSign up for Crux Investor: https://cruxinvestor.com
President Trump's new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely.Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTube channel viewers: LMNR - Limoneira Co. (NAS); plus Justin's market wrap, and Justin's talking points: Data Centers, Tariffs.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands
Industrial Talk is talking to Matt Neal and Sergey Kynev with Siemens Energy about "E-STATCOM and Data Centers and Impact to Power Quality". Scott MacKenzie hosts a podcast celebrating industrial professionals and their innovations. In this episode, he discusses grid stability and solutions with Matt Neal and Sergey Kynev from Siemens Energy. They highlight the challenges of maintaining grid stability, particularly with the increasing demand from data centers. Siemens' solutions, such as STATCOM and E-STATCOM, provide reactive and active power control, enhancing grid stability and efficiency. The conversation also touches on the need for collaboration among stakeholders, including utilities, technology providers, and data center owners, to address the growing demands on the grid. Action Items [ ] Contact Siemens Energy through their website or Matt on LinkedIn to discuss any challenges related to grid stability and data center impacts. [ ] Reach out to Sergey on LinkedIn or contact Siemens Energy to discuss further about STATCOM and E-STATCOM solutions. [ ] Attend the IEEE conference in Austin to engage with the task forces and standard development groups involved in these topics. Outline Introduction and Overview of Industrial Talk Podcast Scott MacKenzie introduces the Industrial Talk Podcast, emphasizing its focus on industry professionals and their innovations. Scott highlights the importance of collaboration, education, and innovation in the industrial sector. Scott mentions the availability of an e-book on industrial talk, which covers core components of successful industrial companies. Scott announces the launch of an Industrial News Network to centralize industry information and make it more accessible. Introduction of Matt and Sergey from Siemens Energy Scott welcomes Matt Neal and Sergey Kynev from Siemens Energy to discuss challenges and solutions in the grid. Matt provides a background on his role at Siemens Energy, focusing on grid solutions in North America. Sergey shares his career journey with Siemens Energy, specializing in grid stability equipment. Scott and the guests discuss the importance of grid stability and the role of transmission and power generation in maintaining it. Challenges and Solutions in Grid Stability Scott and Matt discuss the need for more transmission lines and the challenges of building new infrastructure. Sergey explains the concept of grid stability, focusing on frequency and voltage balance. Sergey introduces STATCOM (Static Synchronous Compensator) as a solution to control voltage and provide reactive power. The conversation touches on the importance of strategically placing STATCOM devices in key transmission substations. Modernization and Flexibility in Grid Solutions Matt emphasizes the importance of working with partners and running studies to predict new load pockets and generation. Sergey highlights the flexibility and adaptability of modern STATCOM devices compared to traditional solutions. Scott and Matt discuss the need for nimble and automated solutions to meet the rapidly evolving demands of the grid. The conversation covers the role of system operators and the importance of automation in maintaining grid stability. Impact of Data Centers on Grid Stability Scott and Sergey discuss the significant demand for power from data centers and the challenges they pose to the grid. Sergey explains the unique load behavior of AI data centers, which peak within milliseconds or...
Data-center veteran Kervin Pillay walks us through the coming AI infrastructure boom. Pillay argues the U.S. is about to sink 10x the capital it took to create the Interstate Highway System into new data center capacity, racing toward “hundreds of gigawatts” of compute—each gigawatt-scale campus drawing more power than a major city. — For a deeper dive into these insights and more, be sure to listen to the full episode of the Onward podcast. Have questions or feedback about this episode? Drop us a note at Onward@Fundrise.com. Onward is hosted by Ben Miller, co-founder and CEO of Fundrise. Podcast production by The Podcast Consultant. Music by Seaplane Armada. About Fundrise With over 2 million users, Fundrise is America's largest direct-to-investor alternative asset investment platform. Since 2012, our mission has been to build a better financial system by empowering the individual. We make it easier and more efficient than ever for anyone to invest in institutional-quality private alternative assets — all at the touch of a button. Please see fundrise.com/oc for more information on all of the Fundrise-sponsored investment funds and products, including each fund's offering document(s). Want to see the specific assets that make up and power Fundrise portfolios? Check out our active and past projects at www.fundrise.com/assets.
A developer of data centers is planning a massive new project in Dane County. They say it will bring 1,000 construction jobs. Leaders at the Universities of Wisconsin want to raise tuition. And, seven people survive a dangerous boating mishap on the Mississippi River.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIn today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?How are the policies of the new Trump administration likely to impact these trends?And where are the best opportunities for investors likely to lie?Below are the Doomberg posts mentioned in this discussion:The Fix Is In:https://newsletter.doomberg.com/p/da6e6e36-e1db-4d53-b100-c82317ca3327Alberta Clipper:https://newsletter.doomberg.com/p/26dd5c88-314e-415e-93d7-95616fd73eeaChina Through the Lens of Energy:https://newsletter.doomberg.com/p/52366083-26e1-4289-899a-9352fb196a53#energy #china #naturalgas 0:00 - Significant Energy Trends of 20254:32 - Oil Price Equilibrium and Risk Premium9:48 - Natural Gas as an Oil Substitute15:02 - Natural Gas and AI Energy Demands20:37 - Nuclear vs. Natural Gas Solutions25:07 - China's Energy Advantage and U.S. Response29:30 - China's Energy Supply Chain37:36 - Impact of Trump's Energy Policies41:24 - Trump's Policies and National Prosperity47:58 - Rebuilding the U.S. Energy Grid49:48 - Investment Opportunities in Energy54:10 - Arbitrage Opportunities Over Time55:19 - Canada's Energy Reforms Post-Election1:04:02 - Data Centers in Cold Regions1:10:13 - Closing and Resources:_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
When AI data centers come to town, companies promise jobs and opportunity. In one drought-stricken community in Brazil, residents are weighing the choices. How do communities balance the economic boost and environmental cost of hosting water-reliant data centers? In this episode: Laís Martins (@laismartins.com), Investigative Journalist Episode credits: This episode was produced by Marcos Bartolomé and Haleema Shah, with Remas Alhawari, Manny Panaretos, Mariana Navarrete, and our guest host, Kevin Hirten. It was edited by Kylene Kiang. The Take production team is Marcos Bartolomé, Sonia Bhagat, Sarí el-Khalili, Tamara Khandaker, Phillip Lanos, Chloe K. Li, Ashish Malhotra, Haleema Shah, Khaled Soltan, Amy Walters, and Noor Wazwaz. Our editorial interns are Remas Alhawari, Marya Khan, and Kisaa Zehra. Our guest host is Kevin Hirten. Our engagement producers are Adam Abou-Gad and Vienna Maglio. Aya Elmileik is lead of audience engagement. Our sound designer is Alex Roldan. Our video editors are Hisham Abu Salah and Mohannad al-Melhem. Alexandra Locke is The Take’s executive producer. Ney Alvarez is Al Jazeera’s head of audio. Connect with us: @AJEPodcasts on Instagram, X, Facebook, Threads and YouTube