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27 results
Said and published
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The American People Really Hate Data Centers
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Stoke's reusable launch vehicles will be shipping Starcloud's data centers into orbit within a few years
In a few years, Stoke's reusable launch vehicles are going to be shipping Starcloud's data centers into orbit.
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Paul Kedrosky on the money flooding into data centers: "You have this incredible flow of money purchasing things that's increasingly divorced from what's going on inside the data centers." "From the standpoint of most…
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Why does everyone hate data centers?
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talking to a few ai safety / alignment organizations and find broadly they are not sure what to make of the data center protests - also it’s not something that has shown up in any timelines or predictions. I see a split…
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This is the message local communities have been waiting to hear to get them really excited about data centers. A masterstroke by the president
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🌻 abdul el-sayed on AI
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🌻 no data centers in my backyard
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Does the token supply chain also experience the bullwhip effect? Here's my explanation of this classic phenomenon and what it means for AI data centers.
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Urgent: Stand up to big tech on data centers
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A real pleasure talking to @ezraklein about data centers, the permanent underclass, SBF mindset, and AI vibes from SF to Shanghai
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Banning data centers would blow up the U.S. economy
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Blocking data center construction in America would not slow the rate of AI progress, only the rate of AI progress in America.
Preventing companies from building data centers in America wouldn't slow down the rate of progress in AI. It would merely slow down the rate of progress in AI in America.
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Reading List 08/08/2026
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this is a very interesting piece. The counterargument, made by people like Anton Leicht, is that data centers are very expensive, immovable and vulnerable to state action (see also journals.sagepub.com/doi/10.1177/...).…
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…- the diffusion of AI spreads across the economy ( use more tokens ) - data center moratoriums are spreading across the country ( less infra for tokens) the answers have to be a) we figure out a way to make data…
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Reading List 07/11/26
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The War on AI Has Begun
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This @axios piece on fracking and the national discourse around it as a parallel to data centers was fascinating. The current consensus answer seems to be : address local concerns while making the case for economic…
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we're going to see a growing gap in the politics/policy of data centers e.g. Shapiro has to use combative rhetoric to meet the moment — but he's not doing a moratorium or banning subsidies. his standards are…
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This piece is out! 4 sites, 10 days, and 6000 words on the politics of data centers in the Midwest: https://t.co/uOL7vmf3wC I talked to union leaders and real estate brokers, activists and local officials, politicians…
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data center road trip // day 4-5 the AI backlash is bipartisan & showing up in politics in a big way - Abdul El-Sayed brought Bernie and AOC to rally with him in Lansing. all 3 decried AI oligarchy (Bernie with the…
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Data centres should be built to degrade gracefully when the grid needs its power back, instead of demanding perfect uptime from utilities that have idle capacity most of the year.
Now, the second thing is we have to build data centers that gracefully degrade.
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American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw.
So to wrap up, I misread the Berkeley Report and significantly underestimated US data center water consumption.
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Direct Current Data Centers
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The efficiency gains that kept data-centre electricity use flat for a decade are largely spent, so new demand now arrives as new power demand.
But many of these gains have already been achieved: the best data centers already use just 10% of their electricity for cooling and other non-IT equipment.
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In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead.
…the amount of demand you were going to get because you're buying the data centers ahead of…