A hub for independent voices and hard truths
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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, …
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 …
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 …
Tech giants rethink the future… cc: @Dr_Gingerballs @DarioCpx @RealJimChanos pic.twitter.com/k0tc6pnf8R — Gordon Johnson (@GordonJohnson19) March 26, 2025 JIM CRAMER JUST TOLD NVIDIA $NVDA INVESTORS TO PREPARE FOR ‘TURBULENCE’ – CNBC pic.twitter.com/ezPTeeisqZ — Evan (@StockMKTNewz) March 26, 2025 Microsoft, $MSFT, has …
“_Microsoft expects to spend $80 billion in fiscal 2025 on the construction of data centers that can handle artificial intelligence workloads, the company said in a Friday blog post. Over half of Microsoft’s $80 billion in spending will take place …
China is trying to establish a domestic GPU market The idea is to steer away from reliance on sanctioned Nvidia GPUs However compatibility and cost is causing significant issues US export restrictions have targeted China’s access to advanced chips, fearing …
Data center campuses power artificial intelligence and cloud computing The campuses could grow so large that finding enough power and suitable land to accommodate them becomes increasingly difficult. Renewable energy alone won’t be sufficient anytime soon to meet their power …
Nvidia stock (NVDA) rose more than 2% on Wednesday after an industry report projected “unprecedented” levels of investments in artificial intelligence, a bullish sign for the AI chipmaker. Consulting firm Bain’s annual technology report published on Wednesday projects that companies …
Three Mile Island’s Nuclear Plant to Reopen, Help Power Microsoft’s AI Centers The 20-year deal with Constellation Energy would kick-start the site of the nation’s worst nuclear accident A deal between Constellation Energy and Microsoft will restart Pennsylvania’s Three Mile …
Arm CEO warns AI’s power appetite could devour 25% of US electricity by 2030 Arm CEO Rene Haas cautions that if AI continues to get more powerful without boosts in power efficiency, datacenters could consume extreme amounts of electricity. Haas …
