Give your AI access to the world’s conversations.

m01 · WwLBYeito9Q
Frame 6198.15s · Full excerpt 6198.15 to 6213.07s

Local benefits · Conditions for building

The political problem with data centers is very real right now. And it's interesting because we all use them, right? Our lives are dependent on them. But I think there's a need for partnership with the cities and the communities. So that's something we take very seriously.

Full excerpt on YouTube ↗

m02 · WwLBYeito9Q
Frame 6140.08s · Full excerpt 6140.08 to 6167.9s

Local benefits

Today, like we bought the Chicago Board of Options Exchange building on LaSalle Street downtown, and we're turning that into a large AI data center right now. And that is wonderful because I've got great latency, great fiber, and lots of power infrastructure I can tap into. But what's fascinating What I'm saying is I can put 50 megawatts in about 40,000 square feet in that building today because the densities. In 2010, I may have gotten 4 megawatts in that building.

Full excerpt on YouTube ↗

m03 · WwLBYeito9Q
Frame 6228.2s · Full excerpt 6228.2 to 6242.4s

Water & power

And so I would say something we work very hard at is partnering with cities on deploying data centers that are are not using all the water, are using existing grid infrastructure, and frankly are not ugly.

Full excerpt on YouTube ↗

m05 · cdLeJU_1UH8
Frame 8548.17s · Full excerpt 8527.1 to 8559.17s

Local benefits · Conditions for building · Water & power

And then finally, I think it's healthy debate and communities should have a decision about who they want to work with and that data center providers should be doing their best to not be influencing rates any direction other than bringing rates down for everybody and being a good member of the community. Pay your taxes, participate in building an ecosystem of businesses around you. And continue to make great high-paying jobs.

Inline clip: 8548.17 to 8559.17 seconds. Its poster is the first decoded frame of that exact clip.

Diarized speaker 10 mapped via Stephen from Lambda introduction at 7748.73 and Aug 31 guest catalog identifying Stephen Balaban; contextual attribution, not named in this transcript.

Full excerpt on YouTube ↗ · Stephen Balaban on Arcmira ↗

m11 · cdLeJU_1UH8
Frame 8121.96s · Full excerpt 8121.96 to 8137.88s

Local benefits

So for example, going back to that Kansas City data center, it's, it's a, it's a, it's a 10,000 GPU data center. Um, and we are going to, over the next 5 years, at the very least, be paying $47 million over 5 years in property taxes.

Full excerpt on YouTube ↗ · Stephen Balaban on Arcmira ↗

m12 · cdLeJU_1UH8
Frame 8251.74s · Full excerpt 8251.74 to 8261.86s

Local benefits

I want those jobs here in the United States. I want those investments to be made here in the United States. AI is a national strategic asset, in my opinion. Compute is a national strategic asset.

Full excerpt on YouTube ↗ · Stephen Balaban on Arcmira ↗

m13 · cdLeJU_1UH8
Frame 8261.86s · Full excerpt 8261.86 to 8285.17s

Local benefits · Water & power

And then most importantly, the way that AI is driving the development of the grid— and I keep trying to talk about this, but it's developed— the way it's driving the development of the grid is going to pave the way for more industrial onshoring to come back to the United States so that we can bring back whether it's different, you know, arc electric, arc furnace mills for aluminum and steel.

Full excerpt on YouTube ↗ · Stephen Balaban on Arcmira ↗

m08 · bnB7WbHU7_0
Frame 4707.39s · Full excerpt 4698.56 to 4722.82s

Conditions for building · Water & power

And I think where we're headed is towards a world where, like most things, the consensus view is to allow it, but with guardrails. Let's debate what the water rules should be. Let's debate what the energy rules should be. Let's debate whether state Maybe not every state gives tax incentives. Maybe not every community wants them. Let's debate all those things. But none of those things are a ban. They're just about what the circumstances and the regulations we're going to put around it.

Inline clip: 4707.39 to 4722.82 seconds. Its poster is the first decoded frame of that exact clip.

Speaker 4 mapped through introduction at 4560.5 and entity resolution ent_511328; contextual mapping.

Full excerpt on YouTube ↗ · Adam Kovacevich on Arcmira ↗

m14 · bnB7WbHU7_0
Frame 4866.78s · Full excerpt 4866.78 to 4876.97s

Conditions for building · Water & power

I think the energy questions can largely be addressed by people— by operators being required to bring their own power, bring, put more into the grid than they take out.

Full excerpt on YouTube ↗ · Adam Kovacevich on Arcmira ↗

m15 · bnB7WbHU7_0
Frame 4882.77s · Full excerpt 4882.77 to 4907.63s

Conditions for building · Water & power

But there may be some concerns, right? There are certainly some construction projects that have had water pollution, things like that. Just those are not specific to data centers. And so all these concerns are understandable and legitimate, but like anything else, like when something new comes along, we don't just ban it, right? We figure out the right rules that captures the good but also limits the bad.

Full excerpt on YouTube ↗ · Adam Kovacevich on Arcmira ↗

m16 · bnB7WbHU7_0
Frame 4945.11s · Full excerpt 4945.11 to 4967.15s

Local benefits

One is that in the last week you've started to see organized labor, particularly the construction trade unions, get much more vocal and say They are very strongly pro-building of data centers, and they are actually going to support politicians who support building and oppose politicians who oppose building.

Full excerpt on YouTube ↗ · Adam Kovacevich on Arcmira ↗

m17 · bnB7WbHU7_0
Frame 5175.45s · Full excerpt 5175.45 to 5188.37s

Conditions for building

And a lot of it is let communities decide on tax incentives, probably shelve the NDAs, things like that. But not to prescribe it, but I think it's time to get creative.

Full excerpt on YouTube ↗ · Adam Kovacevich on Arcmira ↗

m18 · MDkqAP3OOuU
Frame 127.24s · Full excerpt 127.24 to 151.39s

Conditions for building

There's almost this sense that some people told me pretty explicitly that's like, I get that these big companies are going to try to make profits and, like, extract our resources and whatever. But like, why the hell is our city council selling us out? Like, you were supposed to be on our side. You're supposed to be our democratically elected representatives. There's almost more tension, I think, between residents and their local governments than even AI itself.

Full excerpt on YouTube ↗ · Jasmine Sun on Arcmira ↗

m19 · MDkqAP3OOuU
Frame 191.55s · Full excerpt 191.55 to 211.5s

Local benefits

And what was really interesting is like most local officials are actually pretty pro-data center because it's tax revenue, right? Like they're saying, we got to bring this in. It's going to spend— Microsoft is spending, you know, $20 million a year in property taxes to our city of 28,000 people. That is super meaningful. It means we're not going to have to raise taxes. We can maybe even lower taxes in the future.

Full excerpt on YouTube ↗ · Jasmine Sun on Arcmira ↗

m20 · MDkqAP3OOuU
Frame 225.82s · Full excerpt 225.82 to 242.79s

Conditions for building

So in Mount Pleasant, they said, we had 60 public meetings about the Microsoft data center project and nobody came to any of them. Everyone's totally chill with it. And then as soon as the national data center backlash starts, then people start calling in, coming in, going like, hey, what the hell is this? This is ruining the environment. I'm really mad at it..

Full excerpt on YouTube ↗ · Jasmine Sun on Arcmira ↗

m21 · MDkqAP3OOuU
Frame 327.69s · Full excerpt 327.69 to 353.22s

Local benefits · Conditions for building

I think AI people just like don't get, they don't understand like the kind of benefit it brings them. They are not getting a, 10x productivity uplift from Cloud Code. They're not making million-dollar salaries. Just like, it doesn't feel that useful to them. And so people are just like, this trade-off doesn't make sense. It's not like I'm willing to accept this ugly building in return for some product that's really important to me. It's like, this serves no purpose to me at all. So I'm just like ending up with a giant box in like my beautiful forest or whatever.

Full excerpt on YouTube ↗ · Jasmine Sun on Arcmira ↗

m22 · FrMdZHJCfIE
Frame 20099.65s · Full excerpt 20099.65 to 20113.55s

Local benefits

But right now, long before data, long before AI was around, data centers were here. We've been building data centers for 20, 25 years. Years. The cloud is nothing but a bunch of data centers, you know.

Full excerpt on YouTube ↗ · Joe Nocera on Arcmira ↗

m23 · FrMdZHJCfIE
Frame 20219.34s · Full excerpt 20219.34 to 20256.43s

Water & power

And for the most part, the objections in local communities have nothing to do with AI per se. In fact, I found— I interviewed a bunch of people who said, you know, I don't have any objections to AI. Um, my objection is that the data centers that, that I have had to deal with that are in my neck of the woods, you know, they, they, they, uh, my electric bill has gone My water bill has gone up. There's noise. My property values have gone down. You know, it's just been terrible. And I wanna say that's legit, totally legit.

Full excerpt on YouTube ↗ · Joe Nocera on Arcmira ↗

m24 · FrMdZHJCfIE
Frame 20309.53s · Full excerpt 20309.53 to 20326.87s

Water & power

The second thing they're going to do, and this is a new technology, is that data centers now, um, circulate water. So that in effect they're recycling water to cool the data center instead of pulling water from, uh, a lake or a river or a community.

Full excerpt on YouTube ↗ · Joe Nocera on Arcmira ↗

m25 · 0nNsflzwXLY
Frame 233.34s · Full excerpt 233.34 to 258s

Water & power

And so I think like the big issue is like if you look at a lot of the actual studies done and I can link to a tweet later on, but like from EPRI, from Charles River, from Berkeley National Lab, I mean, like literally the leading sources we have on electricity markets all definitively say the same thing, that data centers historically have not actually contributed to rate increases in the, in the recent years. That could change on a go-forward basis, but historically they haven't.

Full excerpt on YouTube ↗

m26 · 0nNsflzwXLY
Frame 264.7s · Full excerpt 264.7 to 273.48s

Water & power

And the way to think about that, right, is we largely have a fixed cost asset system that's growing. And if you amortize that over more pairs, rates actually come down. Right.

Full excerpt on YouTube ↗

m27 · 0nNsflzwXLY
Frame 295.26s · Full excerpt 295.26 to 307.36s

Water & power

And then also they have the ability to be flexible, which is still earlier on, but in the idea that they can flex down during periods of peak events or scarcity or whatever else that can actually reduce burdens on the grid.

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m28 · 0nNsflzwXLY
Frame 344.7s · Full excerpt 344.7 to 367.59s

Water & power

So it kind of goes back to like that actual split of like your electricity bill. So like, like the vast chunk of it, like call it 60 to 65% or sometimes even higher, it depends on the locality, right? Is comes from actually like the delivery of it. So this is like the transmission system that delivers it, you know, or moves the electricity from the power plants to the house and then the, local distribution, which is like that wires that actually take it to, to your actual house.

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m29 · Y8cY1DEURtE
Frame 1391.95s · Full excerpt 1391.95 to 1409.13s

Water & power

There are certain towns that have really bad water access where if a data center opens, they will have slightly worse water access for a few days when they fill the data center with water. But it's a closed fucking loop. They get the water once. This has happened 2, maybe 3 times in history.

Full excerpt on YouTube ↗

m30 · Y8cY1DEURtE
Frame 1416.73s · Full excerpt 1416.73 to 1424.62s

Water & power

But you realize the data centers use about 1,000th the amount of water that corn farming does in the US, right?

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m31 · Y8cY1DEURtE
Frame 1424.62s · Full excerpt 1424.62 to 1428.38s

Water & power

And that data centers use less than 1% of residential electricity.

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m32 · Y8cY1DEURtE
Frame 1444.7s · Full excerpt 1444.7 to 1467.77s

Water & power

We need more electricity generation. We need it bad.. And if we're doing it with fucking gas and coal, that is horrible for the environment and will use more water. And that is bad, which is why we need to do something better. At the very least, nuclear, but ideally more solar farms, more wind farms, more generation methods that aren't horrible for the environment and aren't wasteful.

Full excerpt on YouTube ↗

m33 · Y8cY1DEURtE
Frame 1477.48s · Full excerpt 1477.48 to 1487.64s

Water & power

Right now is one of the most important times in history to be advocating for green energy. Solar and nuclear are great. Solar has its issues because it's only available during the day and energy storage is expensive.

Full excerpt on YouTube ↗

m34 · KB01hM0v8EU
Frame 75.27s · Full excerpt 75.27 to 88.04s

Outside the three displayed themes

Data center construction has become a proxy for the public's feelings about AI, something physical they can aim their fear and frustration at, and even create enough pressure to stop through community organizing and protests.

Full excerpt on YouTube ↗ · Nilay Patel on Arcmira ↗

m35 · KB01hM0v8EU
Frame 148.43s · Full excerpt 125.11 to 170.29s

Water & power

What I found was people are really, really, really, really mad. And the reasons why they're mad kind of are different depending on the community, but they're also all kind of the same. They have like localized concerns. Like they were telling me, you know, like Florida is really humid. It doesn't make sense to build a data center that needs to be kept very cool and dry in such a humid place. A lot of them were concerned about their groundwater. They were concerned about PFAS getting dumped into the water. There. Um, but I've also talked to people in Arizona who have the opposite concern. Arizona is not very humid, Arizona is very dry, and they're also like, it doesn't make sense to build a data center in the desert. So like, whatever your community is, you're like, it doesn't make sense to build a data center here because of X reason.

Full excerpt on YouTube ↗

m36 · KB01hM0v8EU
Frame 213.4s · Full excerpt 213.4 to 245.94s

Outside the three displayed themes

It's not like a left-right thing, it's kind of like a populist-technocrat divide. And you're seeing on the right and the left. So like, for example, at the Abundance Conference last year, it was like center-right to center-left-ish, and everybody was like pro-nuclear, pro-AI, um, and it was like, these things are here to stay, we have to figure out how to like do it smartly. Whereas like the populist left and the populist right are both skeptical of, uh, tech development, to put it lightly.

Full excerpt on YouTube ↗

m37 · OLU3BRlORoE
Frame 213.45s · Full excerpt 213.45 to 241.57s

Conditions for building

THEY NEED TO TALK ABOUT A PLANNING STRATEGY FOR LIFTING UP ALL AMERICANS WITH THIS TECHNOLOGY INSTEAD OF SNEAKILY MOVE IT INTO COMMUNITIES AND ESSENTIALLY STEAL THEIR LAND AND RESOURCES AND TELLING THEM HOW THIS TECHNOLOGY IS GOING TO SCREW THEM OVER HARDER THAN THEY HAVE BEEN SCREWED OVER IN THE LAST 50 YEARS. THAT IS WHAT IS GOING ON.

Full excerpt on YouTube ↗

m38 · OLU3BRlORoE
Frame 178.81s · Full excerpt 178.81 to 206.41s

Local benefits · Conditions for building

THE QUESTION IS HOW DO WE ENSURE THE TRANSITION TO THAT IS SMOOTH AND THE STAKEHOLDERS, PEOPLE LIVING IN THESE TOWNS WHERE DATA CENTERS ARE BEING BUILT ARE NOT BLINDSIDED. THIS IS A NET BENEFIT TO THEM AND THE TAX REVENUE THAT WILL POUR IN, THESE CEOs NEED TO BE MAKING THIS CASE.

Full excerpt on YouTube ↗

m39 · OLU3BRlORoE
Frame 74.27s · Full excerpt 74.27 to 96.4s

Conditions for building

GO AND WORK WITH LOCAL COMMUNITIES. THEY'VE GOT TO GET BUY-IN BY LOCAL COMMUNITIES IF THEY EXPECT TO DO BUSINESS IN THE STATE OF TEXAS, THE REASON THEY ARE BEHIND THE 8 BALL IS THEY DIDN'T DO THEIR HOMEWORK OR BUILD SUPPORT IN THE LOCAL COMMUNITY. THEY ARE GETTING THE BACKLASH THEY DESERVE.

Full excerpt on YouTube ↗

m40 · w0BaJrEd8Eo
Frame 5775.6s · Full excerpt 5775.6 to 5818.51s

Local benefits

And then some people look at the data centers and say, oh, these data centers are so giant and they don't actually employ a lot of workers. They're just giant Costcos with whirring motors inside. But I would argue that while that may seem to be true in terms of when the operation is completed, The ecosystem that gets created by building out these data centers is immense. Right. And if you can have the entire supply chain, whether it's again around the motors, the turbines, the air conditioning, the chillers, the chips, if you can— if the United States can put that all in such a way that it's going to be all vertically integrated, that's huge, huge job opportunities for us.

Full excerpt on YouTube ↗ · René Haas on Arcmira ↗

m41 · 51OPfQkGZRQ
Frame 234.91s · Full excerpt 234.91 to 248.92s

Water & power

What I want to see happen on these data centers, if they're allowed to, if they come to Florida, uh, to build a closed loop filtration system on site. So whatever water they do take, initially they recycle and clean that water and keep it self-contained on on their property.

Full excerpt on YouTube ↗

m42 · 51OPfQkGZRQ
Frame 249.07s · Full excerpt 249.07 to 264.49s

Conditions for building

And then the the last thing I think a lot of Floridians are looking at this proximity. Listen, I don't want to see a data center outside of my front door. I know Floridians don't want to see one outside of their front door, so making sure that they're away from residential areas just makes common sense. That's the way you do this.

Full excerpt on YouTube ↗

m43 · PjPZkP9FxXA
Frame 295.2s · Full excerpt 295.2 to 324.52s

Water & power

What happens if an a electricity plant builds on additional capacity, and then Oracle goes bankrupt, or Oracle can no longer fulfill its commitments for whatever reason? Well, now all of a sudden, the ratepayers in that area, they are now going to be forced to pay not simply for their electricity, but they're also going to have to pay for the improvements that were required for a data center that doesn't exist.

Full excerpt on YouTube ↗

m44 · PjPZkP9FxXA
Frame 350.64s · Full excerpt 350.64 to 368.2s

Conditions for building · Water & power

If you do not actually build this data center, we we want to know the improvements are still going to get paid for.

Full excerpt on YouTube ↗

m45 · XtQQXhkIkWM
Frame 889.44s · Full excerpt 889.44 to 917.28s

Conditions for building · Water & power

>> So, we've actually had a number of bills come through the um state legislature where we are saying that data centers should pay their fair price. They can't be paying the same amount that you and I when we're renting or owning a home. Uh that's first and foremost, right? They have to have a different tier of how much they pay. Uh number two is that we actually do need to listen to the scientists and the environmentalists and the folks that have studied these industries for you know 1015 years plus.

Full excerpt on YouTube ↗

m46 · XgOA_Aj7zAY
Frame 247.52s · Full excerpt 247.52 to 275.76s

Water & power

So we are in trouble. Um and it's because of data centers. We have got to pause data centers. I am full support of Senator Sanders bill pause moratorium on data centers. that I introduced one in Prince George's County when we were going to have one at the Landover Mall and um Senator um Van Holland's bill that requires them to bring their own generation. Their pressure on the grid is is making it worse for everyone.

Full excerpt on YouTube ↗

m47 · 70pOP3oDv9o
Frame 297.04s · Full excerpt 297.04 to 332.48s

Water & power

environmentalists care about whether uh the water in their homes is clean, whether the noise that these big data centers create, the buzzing sound that some people say uh they they create because of all the energy being used, whether that disturbs their everyday life. They they are concerned uh about the electricity prices being driven up. They're concerned about falling property prices. If one of these big things drops right next to your house, uh your property value is probably going to go down because of all of these other things that we've been talking about.

Full excerpt on YouTube ↗

m48 · 70pOP3oDv9o
Frame 383.2s · Full excerpt 383.2 to 422.16s

Water & power

In fact, um I have a jar right here. This is the current drinking water in Morgan County, Georgia. Um right after a data center was constructed, the metadata center was constructed. The only difference between the clean water and this was that data center. I have another one as well. So, this wasn't just one well. These wasn't just one family's um situation. This is what the drinking water now looks like next to that data center.

Full excerpt on YouTube ↗

m49 · SebMv7cjKcE
Frame 0s · Full excerpt 0 to 21.92s

Conditions for building

Data centers are one of the most controversial issues in the nation, but does it have to be this way? For all the talk about how these sprawling projects threaten the environment and the power grid, the real issue is control. Jono Sera and I spoke to activists from the Mountain West [music] to the Midwest, who told us they were steamrolled by data center developers and big tech companies alike.

Full excerpt on YouTube ↗

m50 · SebMv7cjKcE
Frame 87.64s · Full excerpt 87.64 to 105.92s

Local benefits · Conditions for building

Data centers aren't going away anytime [music] soon. They are the critical infrastructure of the AI race and the future of many American companies. [music] The biggest question left is whether Big Tech builds them for local communities or against [music] them.

Full excerpt on YouTube ↗

m51 · iswPzD4blZk
Frame 3844.16s · Full excerpt 3844.16 to 3854.96s

Water & power

>> Well, it's the amount of water that it takes to cool the data center. So, if it's a smaller data center, it could be 5 million gallons of water a day.

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m52 · iswPzD4blZk
Frame 3868.48s · Full excerpt 3868.48 to 3888.88s

Water & power

>> Let's see this. A typical medium-sized data center consumes about a 100 million gallons of water annually. That's medium-sized. Uh roughly 300,000 to 500,000 gallons per day. However, large hypers scale campuses can guzzle up to 5 million gallons per day. So, that's off.

Full excerpt on YouTube ↗

m53 · 8c8pmp_OC2s
Frame 318.88s · Full excerpt 318.88 to 338.88s

Water & power

people working on regulations around this is they're concerned that one of these events in the future could cause the grid to become unstable and it does not come back to normal in a few minutes or 10 minutes and we're dealing with a real big problem.

Full excerpt on YouTube ↗

m54 · tFfPp228uUY
Frame 53.32s · Full excerpt 53.32 to 79.08s

Water & power

IT IS REAL TRAGIC. I DO NOT KNOW WHERE THESE MYTHS STARTED DATA CENTERS DO USE AN IMMENSE AMOUNT OF ELECTRICITY ABOUT 5% OF ALL THE ELECTRICITY IN THE UNITED STATES. BUT FOR CONSUMERS AND HOUSEHOLDS AND RESIDENCES, THAT IS GOOD FOR THE POWER THEY USE AND BUY PAYS FOR THE ELECTRIC LINES. IT PAYS HER GENERATORS. STUDY AFTER STUDY PRODUCED THIS THISIS REDUCING PRICES FOR THE AVERAGE HUMAN AND AMERICA

Full excerpt on YouTube ↗

m56 · efzqKggiGCc
Frame 216.52s · Full excerpt 216.52 to 229.8s

Water & power

Data centers also use a huge amount of water to cool down all of that equipment. Up to five million gallons of water every day, as much as 16,000 plus average U.S. households, according to Environmental Protection Agency estimates.

Inline clip: 216.52 to 229.8 seconds. Its poster is the first decoded frame of that exact clip.

MS NOW official program page identifies The 11th Hour with Ali Velshi. The excerpt comes from the opening monologue before the Josh Einiger interview. The source frame establishes program branding and the on-screen citation, not a biometric identity inference.

Full excerpt on YouTube ↗