Independent thinking for complex markets and current events
Oil never caused inflation like this useless compute demand does. Goldman Sachs reports highlight data center electricity demand as key driver of power price spikes. US grid strain from AI and cloud growth keeps growing fast. Inflation concerns rising over energy costs tied to tech expansion. Going to be hilarious when data centers instead of …
This isn’t another contract. The government bought the facilities. CoreCivic sold two of its biggest California detention centers to the Department of Homeland Security for $1.5 billion in cash. That number caught my attention. Washington didn’t lease more space. It bought the infrastructure. The facilities were already being used for immigration detention. Now DHS owns …
Henrico County employees, including school staff, have reportedly been asked to conserve electricity after the Virginia county, home to multiple data centers, said its power costs for government and school facilities would rise by nearly 25 percent starting July 1, adding an estimated $5 million in the next fiscal year. County Manager John Vithoulkas told …
The internet feels invisible until it stops working. That’s exactly what Singapore is trying to prevent. After recent tech and power disruptions exposed how fragile critical digital infrastructure can be, the government released a public consultation paper today for a new Digital Infrastructure Bill. The message is simple. Keeping data centers online is no longer …
One of the biggest winners in the AI boom isn’t an AI company. It’s memory. Every new AI data center needs enormous amounts of high-performance server RAM, and manufacturers are pouring more production into supplying those customers because that’s where the profits are. That has real consequences outside the AI industry. Gamers, PC builders, and …
This is a farmer who tried to talk about data centers in the USA. https://t.co/bvaG2PxKvA pic.twitter.com/m1zwgrqu7r — Zo Brown (@receipts_lol) June 25, 2026 The AI backlash is only getting started Here is how to deal with it Advances in ARTIFICIAL intelligence have long terrified techies. Lately, voters are feeling the angst, too. AI is unpopular …
BlackRock CEO Larry Fink say in May 2026 event in Texas that trillions of dollars for AI data centers and power grid need to come from private savings accounts and pension funds. Blackrock CEO says the money for data centers is going to have to come from our pensions, retirement accounts etc byu/Snapdragon_4U ininflation He …
This is one of those stories where you hear the details and think, wait… how did this become normal? In Sterling, Virginia, residents near Vantage’s VA2 data center say natural gas turbines powering the facility have been running constantly since March 2025. The problem? They say the high-pitched noise never goes away. Neighbors describe hearing …
Elephant Butte drops to 9% — New Mexico’s largest lake is vanishing, and an entire town built on the water is going dry. Elephant Butte Reservoir on the Rio Grande has fallen to 9.6% full, and officials project it could hit just 2% of capacity by late August 2026. After the earliest snowmelt on record …
Amazon said its global data-center operations withdrew about 2.5 billion gallons of water in 2025, as data center companies around the world face growing scrutiny over the environmental impact of artificial intelligence. The company disclosed the figure in a blog post Thursday outlining its water-efficiency efforts. Amazon said water use at sites it owns and …
They have shelf life of 3/5 years and are dust. They suck so much enviro it’s impossible, utterly unsustainable. It’s all BS… 80% of all Data centers in China are dust. They built mega and it’s all obsolete. They fucking with investors. Giant tech bro lie… AI is a Bull shit lie…again I’ll say it. …
Authored by Charles Hugh-Smith via oftwominds, The AI boom shares all the risk profiles of previous speculative manias but lacks society-wide benefits while generating fast-metastasizing negative consequences and costs. The idea that the current bubble in AI data centers is an echo of the railroad-construction bubble of the 1870s is appealing–but only half-right. The completion of …
A new report from Wired magazine reveals that U.S. law enforcement, including the DHS and FBI, is circulating warnings about “anti-tech violent extremism,” an unpublished new category for domestic threats. This label is being increasingly applied to citizens who speak out against the construction of massive AI data centers in their communities. These protests are …
This was the philosophy of architect Victor Gruen, the inventor of the mall. The malls were seen as hubs of existence, and his vision was for us to go to school there. @dspacestv The Mall Fountain⛲️ ♬ original sound – Designing Spaces AC
A fresh Gallup poll reveals 7 out of 10 Americans explicitly oppose building AI data centers in their neighborhoods… Protesters packed the Utah state capitol this week to block a massive hyperscale facility threatening the Great Salt Lake basin… Senators introduced a federal moratorium act to freeze all new data center permits above 20 megawatts… …
That’s more juice than entire countries burn while they devour 449 million gallons of water every single day. Locals in Georgia watch power bills explode 267 percent as data centers get sweetheart rates. One woman sleeps in a ski suit because she can’t afford the electricity these monsters steal. Big Tech calls it innovation, Kevin …
Georgia woman loses childhood home to power lines feeding tech warehouses. Farmers in Kentucky and Virginia get lowball offers or forced sales. Big Tech hides behind shell companies while gobbling land cheap. Your property taken for AI power grab, government decides fair price. You will own nothing. AI masters get what they want.
Massive compute farms rising everywhere with price tags no customer revenue could ever repay. They’re not building servers they’re laying the foundation for a control grid nobody’s admitting. The math on these data centers doesn’t add up unless the real customer is total planetary surveillance. Something’s totally off about the number of data centers being …
The AI-driven data center boom has officially hit the household wallet, and the 267% figure is the smoking gun. This isn’t a national average, it’s a localized shock hitting “data center alleys” across 13 states. While the tech giants are pulling gigawatts to power LLMs, residential users are effectively subsidizing the grid upgrades required to …
via MagnoliasandMums There are 6 counties around me that this is happening to. My neighbors have lost over 50 houses so far. Right now people are focusing on getting out alive. We’re getting updates from the police in real time on that app and to see how close it is to us, those of us …
Data center supply chains are increasingly precarious As many as one in two US data centers planned for 2026 could face delays or cancellations The global chip shortage continues to strain supply, while demand soars Other challenges include energy supply and local opposition Between a third and a half of all US data centers planned …
https://www.bloomberg.com/news/features/2026-04-01/us-ai-data-center-expansion-relies-on-chinese-electrical-equipment-imports Companies like Amazon, Oracle, Meta, Google, and OpenAI have committed over 600B this year to building out datacenters. However, electrical power components like transformers, switchgears, and batteries, are not able to keep up with demand. Exports of these critical parts have increased coming out from China, but it isn’t enoughto meet the unsatiable demand …
China just buried the internet underground. China built a 1,300-ton data cabin submerged under the sea, housing 24 server racks running 400 to 500 servers cooled entirely by the ocean. No air conditioning or cooling towers sucking up millions of gallons of water, just cold seawater doing the work for free. Standard data centers spend …
THE WAR JUST MOVED INTO THE FINANCIAL SYSTEM: Iran just told everyone in the region to stay 1 kilometer away from US and Israeli banks and financial centers. This came after the US and Israel struck Iranian banks overnight. Iran’s response: US and Israeli banks “should wait for our painful response.” Think about what this …
Wall Street Apes @WallStreetApes ABC News investigated and found more than 3,000 data centers are already operating nationwide At least 1,000 more planned Residents near data centers are seeing much as 50%+ increases on their electric bills “ABC7 has also been covering public meetings over proposed data centers and there are questions about water use …
