Independent thinking for complex markets and current events
Electricity prices hit (another) new all-time high in January… thank you data centers pic.twitter.com/QsUcHE2YVf — Don Johnson (@DonMiami3) February 14, 2026 Factcheck: Yes, AI data centers contribute to rising U.S. electricity prices by increasing demand. BLS data shows prices hit $0.192/kWh in Jan 2026, a new high. Goldman Sachs notes data centers drive 40% of …
by Michael The violent clashes that are causing so much chaos in the streets of our major cities aren’t going to stop. Tens of thousands of anti-ICE activists have already been recruited, and more are joining their ranks with each passing day. At this stage, the only thing that could put a lid on the volcano …
We’ve said this for how long? “Oracle and OpenAI's AI data centers buildout needs $500 billion, and Wall Street is starting to flinch” “Oracle and OpenAI have aimed to build $500 billion of data centers by the end of the decade to power their artificial intelligence… https://t.co/WbGD3j8UTO pic.twitter.com/IVkaC5OZCB — kristen shaughnessy (@kshaughnessy2) January 24, 2026 …
by confoundedinterest17 A good Federal Reserve don’t. Print money, that is. The Federal Reserve prints a lot of money (M2). Unfortunately, it largely benefits elites (the top 1%). The bottom 50% get some benefits, but the gains in net worth largely benefits the elite class. This sounds like a legal Somali daycare scheme. Perhaps The Fed …
🚨 IRAN ISSUES DIRECT THREAT TO TRUMP During an emergency session on nationwide protests, Iranian Parliament lawmakers chanted “Death to America” and slogans backing the regime. Speaker of Parliament Mohammad Bagher Ghalibaf warned:“If the United States carries out a military… pic.twitter.com/gezGmOVSLf — Mossad Commentary (@MOSSADil) January 11, 2026 Iran’s parliament speaker, Mohammad Bagher Ghalibaf, has …
“.. data centers were the worst performing REIT sector in 2025.” 👇🏼 Oops! https://t.co/qbIUB3y8vm — Kalani o Māui (@MauiBoyMacro) January 6, 2026 What I know about GenZ from my own experience is that they always blame someone else for all of their problems. Consider that in the context of what's coming. "Every Wall Street Analyst …
Morgan Stanley: “We note that battery storage could experience significantly greater demand than we currently forecast stemming from the data center opportunity. DC developers have increasingly expressed a desire to use BESS in a variety of applications from backup, load following to getting online with the grid quicker. In its most recent earnings call, FLNC …
AI Data Centers are becoming the new Subprime Housing market. Banks are packaging up risky loans and selling them off to other investors. byu/TonyLiberty inFluentInFinance Data center debt has exploded due to the AI boom, with $25.4 billion in US secured debt issued in 2025 alone, marking a 112% increase from 2024’s $12 billion. Since …
Arvind Krishna, CEO of IBM, has argued that the recent surge in spending by Big Tech on AI-data centers is economically unrealistic. On the “Decoder” podcast he estimated that building and fully outfitting a one-gigawatt AI data center costs about $80 billion. Given that industry announcements suggest firms are planning up to 100 gigawatts of …
Chinese regulators have barred TikTok-owner ByteDance from deploying Nvidia chips in new data centres. The tech publication The Information first reported the development on Wednesday, citing two company employees. ByteDance bought more Nvidia chips than any other Chinese firm in 2025 as it raced to secure computing power for its billion-plus users amid concerns the …
The US has roughly 5,381 data centers compared to China’s 449. That’s more compute infrastructure than literally every other major country combined. The American thesis is straightforward whoever owns the most advanced infrastructure wins the AI race. But China’s not even trying to compete on that front. They’ve conceded the data center count game entirely. …
THEY’RE BUILDING THE MACHINE THAT ENDS CAPITALISM AS WE KNOW IT OpenAI needs $1.4 trillion. Not wants. NEEDS. Their $20 billion revenue today must become $650 billion or the entire operation collapses. That’s 32x growth in 5 years while their flagship model already ranks 95th as competitors match performance at 20% lower cost. The math …
The CPI is a joke. With these data centers popping up everywhere electricity cost is exploding. How can you even take these reports seriously anymore? https://t.co/xGpXGI2aEP — QE Infinity (@StealthQE4) October 24, 2025 Anyone that tells you inflation is falling is a gaslighting liar. pic.twitter.com/7dkK5Qn1md — Spencer Hakimian (@SpencerHakimian) October 24, 2025 JUST IN: 🇺🇸 …
Right now six U.S. Navy E-6B “Mercury” aircraft — the planes that act as airborne nuclear command centers and strategic communications relays — are flying over U.S. airspace simultaneously. 🇺🇸 ☢️ Right now, six U.S. Navy E-6B Mercury aircraft are flying over U.S. airspace serving as airborne nuclear command centers and strategic comms relays. pic.twitter.com/btWLhC6NR4 …
https://www.bloomberg.com/graphics/2025-ai-data-centers-electricity-prices/ Electricity bills are going up around the US, but they’re rising even more sharply in areas located near data centers, according to an investigation into power costs by Bloomberg. The price of wholesale electricity has risen as much as 267% over the last five years in data center hot spots, according to the report, …
The lights are still on, but keeping them that way is getting expensive fast. No one in charge wants to admit how bad it has become. Electricity in the average U.S. city now costs 18 cents per kilowatt-hour. That is a 35 percent increase in five years. Prices are rising faster than wages, faster than …
Corporate profits demand that suburban consumers subsidize the huge energy consumption of AI data centers byu/Boo_Randy_II ininflation
For those who struggle to understand what’s happening here, what the original “ AI cartel” $MSFT – $NVDA is trying to achieve is to attract Lenders so debt can be raised to purchase GPUs ( $NBIS will try to use this contract as a guarantee). I wonder whether they are finally… https://t.co/1zXQ9oQbZI — JustDario 🏊♂️ …
So we’re all funding our eventual replacements?! Awkward. Energy Costs are Rising. Trump and Big Tech Are to Blame In a stunning statement last week, U.S. Energy Secretary Chris Wright said Republicans are “going to get blamed” for soaring energy prices. I hope he’s right. On the campaign trail, President Donald Trump vowed to cut …
Seating Gates and Zuckerberg next to President Trump is shocking. These are men who have openly opposed him for years. Yet here they are, sharing a table, shaping the story of who holds influence in Washington. It’s really funny that 6 months in to Trump 2.0, the economy is barely hanging on by a string. …
The grid is snapping. Not metaphorically. Not slowly. It’s breaking under unrelenting pressure, pressure from machines that never rest, never blink, never care. Data centers are not a part of the future. They are the future’s parasite. And they are feeding on your power. “Electricity prices across the country rose at more than twice the …
Technology is moving faster than the buildings meant to contain it. Data centers take two to three years to construct, but demand can flip in half that time. JLL warns that without a precise read on future workloads and target customers, new facilities risk opening already obsolete https://www.jll.com/en-us/insights/why-data-centers-could-hit-obsolescence-sooner-than-you-think. Power densities are exploding. Rack loads are …
Microsoft and the Army Corps pulled 463 million gallons out of San Antonio between 2023 and 2024. https://www.sacurrent.com/news/san-antonio-data-centers-guzzled-463-million-gallons-of-water-as-area-faced-drought-38116670 The city was under Stage 3 drought rules. Residents could water lawns once a week. https://www.newsweek.com/texas-data-center-water-artificial-intelligence-2107500 In 2025, Texas data centers are projected to use 49 billion gallons. By 2030, the number jumps to 399 billion gallons …
Wyoming’s new AI data center will consume five times more electricity than the entire state’s households combined. Yet no one knows who’s behind it. Located near Cheyenne, the facility will begin with a 1.8-gigawatt capacity and expand to 10 gigawatts more than five times the power used by every home in Wyoming. “The initial 1.8-gigawatt …
Data centers built to serve TikToks and ad targeting are quietly draining our grids. U.S. Energy Information Administration forecasts electricity use slicing through records, rising from 4,097 billion kWh in 2024 to 4,193 billion in 2025 and 4,283 billion in 2026, largely due to AI data center growth https://www.reuters.com/business/energy/data-center-demand-push-us-power-use-record-highs-2025-26-eia-says-2025-06-10/. In 2023 data centers consumed 4.4 % of …
Investigators circling autism therapy industry in Tim Walz’s Minnesota. Full report by @ryanraiche:https://t.co/IyUUyLLoXr — Dustin Grage (@GrageDustin) July 17, 2025
Piper Sandler Analyzes Sensitivity of $NVDA Data Center Revenues to Capex Slowdown Analyst comments: “We performed a sensitivity analysis on NVIDIA’s data center revenues to assess potential impacts from a slowdown in capital expenditures over the next year. In our worst-case scenario—assuming capex cuts across all NVDA data center end markets and no recovery in …
Microsoft Corp. has pulled back on data center projects around the world, suggesting the company is taking a harder look at its plans to build the server farms powering artificial intelligence and the cloud. The software company has recently halted talks for, or delayed development of, sites in Indonesia, the UK, Australia, Illinois, North Dakota …
