As companies race to lead the narrative, but taking the lead costs a lot of money. Amazon, Meta, Microsoft, and Alphabet are expected to spend around $340 billion this year alone in building out data centers and developing products. Our next guest is concerned about that spending, writing in a recent op-ed that the massive amount of money being spent poses a hidden risk to the economy.The Wall Street Journal chief economics commentator Greg Ip joins us now. Greg, it's great to have you here on Overtime. And ...

You do have exposure to Intel. I'm interested in your perspective on what they now need to do in terms of turning the narrative. Sure.Well, this is just kind of a distraction. The whole CEO thing he's in. I'm sure the board thoroughly looked at him.So I'm going to move on from that. But he is there because the last several CEOs have just kind of worn down the bright, shining star that is Intel. And he is trying to find his way and trying to find where Intel should play.And I think it's pretty clear that he' ...

Interesting news here. When you think about Medea's physical ambitions. We talk a lot about, of course, the talent war when it comes to meta, but also expanding aggressively when it comes to their datacenter footprint.Yeah, look at me when it comes to these, you know, Hyperscalers, it's not just about having lands or the data right now. It is about having, you know, entire infrastructure. So when I say infrastructure, you need the land, you need power.And that's where, you know, partnering makes a lot more ...

Group 1 - The article discusses Lithium Americas (NYSE: LAC) and highlights the commencement of construction at Thacker Pass, which is significant for lithium supply [1] - It emphasizes the growing demand for lithium, particularly in relation to data centers, indicating a robust market outlook for lithium producers [1] - The article mentions the importance of water rights in the context of lithium mining, which could impact operational capabilities and regulatory compliance [1] Group 2 - The article references President Trump's executive orders that may influence the AI and data sectors, potentially affecting the broader technology landscape and its intersection with lithium demand [1] - It stresses the importance of understanding management, financials, sector dynamics, and global macroeconomic factors before making investment decisions, rather than focusing solely on stock prices [1] - The article encourages investors to continuously review their positions and adapt to fundamental changes in the market to protect their capital and optimize returns [1]

NRG Energy plunged 16% after the power producer’s first deal to supply electricity to data centers underwhelmed investors https://t.co/uNoL6e6KLe ...

Welcome to an AI data center where you can hear >> this is crazy power right now >> and feel >> this can blow dry my hair >> the power >> AI is in there >> by 2028 data centers like this across the country could use 12% of all US electricity enough to power more than 55 million homes for a year and yes you are increasing that energy every time you hit enter on an AI prompt it's routed through places like this. Okay, let's start with tracing this prompt. Create a video of a dancing steak.The moment you hit e ...

A suburban community soon to be boxed in by giant data centers has a warning for other neighborhoods https://t.co/My20Gf0Kx0 ...

A suburban community soon to be boxed in by giant data centers has a warning for other neighborhoods https://t.co/I4WwTXbFu2 ...

Exclusive: Amphenol is close to a deal to address demand for data centers using its technologies and a big need for fiber-optic cables https://t.co/gwfqtsDF2A ...

Analysts reckon $2.9trn will be spent on data centres and related infrastructure by the end of 2028. But like a bad party at a good restaurant, nobody is quite sure who will pick up the tab https://t.co/mS8tcKDv63Illustration: @brett.ryder.illustration https://t.co/Hef6fI86Qq ...