"There is a whole lot of NIMBYism packed into these local fights, often in the most literal kind of way. Arguments about traffic and the character of the community are not unique to the AI boom. But I’ve listened to hours and hours of community meetings, in towns across the country, and you can hear in this opposition a reckoning with something more profound, too. At a county commissioners meeting in Indiana, an attorney for an anonymous developer promised that a $12 billion data center in the town of New Carlisle would be “laid out in a way to be bucolic.” Speaker after speaker threw the word back in his face. New Carlisle already had an $11 billion data center. They knew what it looked like. What New Carlisle didn’t need, one Hoosier told her county commissioners, was to give away its power and water for a technology that would “radicalize our teenagers to be hateful and dangerous or suicidal.” This is not the kind of person who can be swayed by Altman’s promise of ­erotica on demand.

The facelessness of the buildings is a symbol for the coldness of the corporations themselves. “Why should I trust this company that doesn’t trust themselves enough to let me know who you are?” asked a woman at a meeting in Menomonie, ­Wisconsin, where a $1.6 billion, 300-plus-acre data center was proposed. Another speaker found it suspicious that the anonymous buyer was headquartered in the “tax shelter” of Delaware.

When I asked Timothy Accola about the proposed project in his Menomonie backyard, he quickly set me straight: “Front yard, really.” Accola, a 38-year-old microbiologist with bushy sideburns like a Civil War general, lives with a Great Dane named Hamlet on the edge of town. He recently installed solar panels and tends a small orchard—peaches, cherries, apples, plums. “I was planning,” he told me, “on staying there the rest of my life.”"

https://www.motherjones.com/politics/2026/04/american-oligarchy-hyperscale-data-centers-meta-openai-oracle-x-musk-altman-zuckerberg-bezos/

#AI #BigTech #DataCenters #NIMBY #Hyperscalers

How the American oligarchy went hyperscale

The AI boom is fueling a literal and metaphorical power grab by tech billionaires—and forcing a reckoning.

Mother Jones

It's completely unrelated (this is not mentioned in the article, I am not implying it is related) but I was reading a research paper about data centers increasing local temperature by ~2°C, and I also remember reading that the NL is saturated with them, to point that they stopped accepting more for now, as they electrical grid cannot sustain it.
NB: that was the same here in Bordeaux, and we don't have those. It won't help for sure cooling things down. #EU #hyperscalers

https://nltimes.nl/2026/04/08/netherlands-records-first-official-warm-day-2026-main-weather-station-de-bilt

yahoo news | Investing $10,000 In Each of These 3 Growth Stocks 5 Years Ago Would Have...

Investing in growth stocks can deliver spectacular returns, and a simple three‑stock portfolio illustrates just how powerful that can be. Five years ago Nvidia (NVDA), Broadcom (AVGO) and Palantir Technologies (PLTR) were already showing strong momentum, and a $10,000 stake in each would today be worth more than $260,000. Nvidia’s AI‑driven GPU business has exploded, lifting the share price about 1,200 % to a valuation near $4.4 trillion; Broadcom, benefiting from hyperscaler demand for custom AI chips, has surged roughly 590 % and now carries a market cap around $1.6 trillion; Palantir, the data‑analytics firm with a flourishing AI platform, has climbed about 560 % to a market value that still reflects its rapid revenue growth. Together, these winners turned a $30,000 investment into a six‑figure sum, underscoring the upside potential of well‑chosen growth names.

Despite those gains, each stock faces distinct headwinds. Nvidia’s price‑to‑earnings multiple sits near 22, suggesting the share is not wildly overvalued but that replicating past returns will be challenging at current levels. Broadcom trades at a forward P/E of 28, making it a touch pricier than Nvidia and exposing it to risk if AI‑related spending cools among hyperscalers. Palantir is the most expensive of the trio, with a forward P/E north of 100 and a market price over 230 times trailing earnings, raising concerns that the stock may be overbought and vulnerable to a future sell‑off.

The article concludes that while Nvidia and Broadcom remain plausible long‑term buys—provided investors temper expectations—Palantir is the only stock the author wouldn’t recommend buying now. The Motley Fool’s Stock Advisor team also notes that Nvidia did not make their latest “10 best stocks” list, though past recommendations have generated massive returns. As always, disclosures accompany the analysis: the author holds no positions in the discussed stocks, while The Motley Fool has various holdings and recommendations among them.

Read more: https://finance.yahoo.com/markets/stocks/articles/investing-10-000-3-growth-180500272.html?fr=sycsrp_catchall

#nvidia #broadcom #palantirtechnologies #ai #hyperscalers

Investing $10,000 In Each of These 3 Growth Stocks 5 Years Ago Would Have Created a Portfolio Worth More Than $260,000 Today

Artificial intelligence (AI) has unlocked massive growth opportunities for these businesses.

Yahoo Finance

"The strikes will force countries, particularly the Gulf nations, to treat data centers as “critical national infrastructure deserving of the same protective frameworks as energy assets and desalination plants,” Nada Ilhab, an associate director of AI practice at consultancy Access Partnership in London, told Rest of World. Such frameworks may no longer favor data localization – or requirements to keep certain data within national borders – and instead shift toward “geographic diversification and multi-region redundancy to ensure business continuity.”

That makes so-called data embassies a potential solution. These are data centers in a foreign country that store another nation’s data under home-country law and sovereignty protections. The main objective of a data embassy is to ensure a guest country’s digital continuity in case of disruptions from a natural disaster, a cyber attack, a power failure, or the snapping of an undersea cable.

Estonia and Monaco have data embassies in Luxembourg, and Saudi Arabia’s draft AI law has a provision for hosting data embassies. The Gulf strikes will be “a catalyst for the data embassy model to go mainstream,” Mahmoud Abuwasel, disputes partner at law firm Wasel & Wasel, told Rest of World. “It solves the physical peril of localizing data in an active conflict zone.”

Yet with worsening geopolitical tensions, conflict-free zones are scarce. Dozens of nations are experiencing internal conflicts, and more than 80 countries were involved in conflicts beyond their borders last year, according to a global index.

Getting data embassies up and running is also complicated by the need for bilateral agreements, and there is currently no global legal framework or multilateral treaty to support them. The concept is “elegant in theory but highly complex in practice,” Ilhab said."

https://restofworld.org/2026/gulf-war-data-center-risks/

#DataCenters #DataEmbassies #MiddleEast #Iran #War #Hyperscalers #Decentralization

“Data embassies” and safeguarding digital assets during wartime

To avoid collateral damage, countries consider ditching giant server hubs for smaller, distributed ones—especially now that military and civilian data live side-by-side.

Rest of World
Samsung Electronics posts record quarterly earnings with Q1 operating profit of 57.2 trillion won, but analysts warn stock gains limited without strategic reinvestment as hyperscaler budgets approach limits and memory price growth expected to slow in coming quarters.
#YonhapInfomax #SamsungElectronics #RecordEarnings #MemoryChips #Hyperscalers #Reinvestment #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114050
Samsung Electronics Posts Record Earnings, But 'Stock Gains Limited Without Reinvestment'

Samsung Electronics posts record quarterly earnings with Q1 operating profit of 57.2 trillion won, but analysts warn stock gains limited without strategic reinvestment as hyperscaler budgets approach limits and memory price growth expected to slow in coming quarters.

Yonhap Infomax

There was a time when we considered improving the #EnergyEfficiency of #backend services by switching from interpreted to compiled languages, out of concerns about #ClimateChange. Then came the #CryptoMining farms, AI #hyperscalers and #neoclouds - monstrosities that #pollute grotesquely and guzzle as much power as some nations. And people quit talking about climate change. Everyone seems to have given up in despair and accepted their fate!

Damn those #profiteering #psychopaths!

Why hyperscalers are designing their own CPUs – Opening Voices with Craig Prunty – SiPearl

https://video.ut0pia.org/w/2PVWGwagbgxqHM5VsYGRZY

Why hyperscalers are designing their own CPUs – Opening Voices with Craig Prunty – SiPearl

PeerTube

Bloomberg Technology | Prologis CEO Sees Prolonged AI, Data Center Tailwinds

Prologis CEO Dan Letter joins Bloomberg Businessweek Daily to discuss the state of global logistics and shipping as geopolitics and associated risk impacts the firm's customer base. However, Prologis is optimistic about its data center business. Letter says the company's strong relationship with hyperscalers is ongoing, bolstering "a fortress of a balance sheet" as Prologis continues to secure longer-term power capacity. Letter speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)

Read more: https://www.bloomberg.com/news/videos/2026-03-25/prologis-ceo-sees-prolonged-ai-data-center-tailwinds-video

#prologis #ceo #hyperscalers #globallogistics #datacenter

2 #TorstenSlok, chief economist at Apollo Global Management: With #hyperscalers issuing more #debt, #AI is increasingly also driving returns in #bondmarkets 🧵