Now I like Data Centers - Things have changed - The new benefits are obvious #xai #mxux

Okay, give me 15 minutes. I think I can convince you that data centers are the new industrial revolution and we have to embrace them with caveats. Take a look. Okay, I'm pro data centers. Now, I'm just going to go I have this fact sheet written up here. I'm going to vaguely follow it. Okay, 70% of the public now opposes data centers to some degree or another. Um, I think this has become a big mistake. I initially joined this group tentatively. However, with the addition of on-site power, this is no longer true. Um, with the on-site power, 70% of AI construction goes to Union Skill Trades. Okay. um the 1,600 data centers that are presently under construction, these these are all using union contractors and uh these uh data centers. Initially, we said, you know, they didn't employ uh as as many employees as a McDonald's, but this isn't true anymore. This is these these are presently being built and maintained by union labor. So with the caveat of onsite power generation which is the reality now um data centers should be built by US citizens employing E-Verify for all workers and that they should be unionized jobs and you know this is the new steel industry. This is the new uh new industry of the United States. Uh little employment at completed data centers is a myth. Yes, permanent employment is small at completed data centers. So in other words, the people that are working there as employees, but there's ongoing contract union services. Okay? Since these positions are contract, you know, they bring in brick layers, electricians, milrights, stationary engineers, and so forth. Uh they are counted as full-time employment, but in fact, they're paying good wages. And these are union employees because they need the skills that union employers uh employees bring. Uh so here's some of the contract services at completed AI data centers. what it includes updating compute and GPU units, plumbers, electricians. Okay. Uh then this is a big one maintaining uh and installing but maintaining behind the meter or behind the fence power generation. This is the de facto dereg and basically what we're facing now with the grid. This is this is how it's got to go forward for terrestrial uh compute. there just is no way to expand the grid in any reasonable amount of time. But uh anyway, these these uh data centers, you know, this uh behind the fence generation is huge. Okay. um new ma it's got reciprocating engines, turbines, gas generation. All these things have to be calibrated and maintained and updated by skilled labor. Uh and I have here running and maintaining power generation stationary engineers. Okay. Bloom energy natural gasbased fuel cells. Oracles using them extensively. There's, by the way, no proof that these are going to really work in any kind of long-term use. But anyway, they have to be updated or replaced every 5 years. And this is going to take plumbers, electricians, so on and so forth. These are highly skilled union jobs. Uh even the security services at the sites. Uh there is a LEOS-PBA is a security uh services union. So I think we've got to push uh the communities have to say number one we want E-Verified. We do not want illegal aliens come to do these coming in to do these jobs. We want E-Verify. I'm going to go over this later. Second of all, we want union trades doing these jobs. It's better for the tax base. It's it's safer for the community because these union workers are the skilled workers that are required for these jobs. Now, one of the things they and I saw this the other day. I just couldn't believe it. This uh governor Oh, there's some dogs barking. Uh was saying we don't want them using our water polluting. Well, you know, this is ridiculous. We have closed loop cooling systems now. Okay. In the early days and some of the uh cryptocurrency data centers and so forth, they used evaporative systems which evaporated water um and used a lot of groundwater and in some cases actually concentrated uh they used so much groundwater they concentrated the groundwater that was left and caused some pollution. This is the latest installation. GPU cooling is just like a water cool PC. It's it's a closed system. You fill it up once and that's it. Um, you know, an AI data center is is a warehouse full of overclock gaming PCs running 24/7, 365. Do you hook up your gaming PC to a faucet and have it continually use water? No. You fill it up once. This is what we're talking about. So, the water concerns are totally unfounded. Uh, as I said, I just saw Governor Oh, we don't want I mean, these local politicians are idiots. They're low IQ. They haven't even bothered to look into these specifics. And u I think the uh you know, the data center community might be uh not educating them enough as well. Uh again the power concerns are diminished greatly. Initially they were they were like bandits like pirates coming in hooking into the grid because you know the electric grid is a public utility. When you apply to get power they can't refuse you. Okay? Uh they have to hook you up. And that's what these initial data center constructions were were doing. And this has resulted in higher power bills and so forth with with the behind the fence um power generation mandated by Trump. It it this isn't really an issue anymore. Yes, they have grid connections for lighting and you know control systems and stuff but the the powering of the uh data stack is uh through behind the fence generation. Okay. And here I have down here AI data center design itself is not the main driver of higher cost uh higher consumer rates. Who pays for the grid updates and new supply is? So um the early guys were using cost shifting. The data centers would shift all these expenses onto the consumer. Um so utility cost shifting from consumer to AI data center here is is the the solution. The data center should should pay not the public. And these local communities got to get their minds right and and set up some basic rules here. Um and I think you know water's not an issue, power's not an issue. You can actually use this as a clause for uh putting these data centers in. Uh sound abatement, you know, this is something else they could they could write u regulations on. But the point is providing the community is behind it and providing you got the right site where it's not in somebody's backyard. Uh you know these data centers have become the new steel mills. This is the new steel. You know back in the you know whenever the 1920s uh steel was high-tech. Pittsburgh was Silicon Valley. You could make steel. You could recycle it. It used no uh uh lost no u strength. Um uh it was a miracle substance. It was light. It was strong. Uh these are the new steel mills. Okay. Um these are the industrial centers of the new economy and by totally I mean you know there were many problems with the steel mills you know there was massive uh environmental systems installed that solved all these problems and this can this this can happen with the data centers as well but to I mean again the community has to be behind it. I say no tax abatements uh rules regarding power cost shifting sound locations zoning locations these are all thing this is completely doable this is not there these aren't strong reasons for refusing uh out of hand data centers so regulatory and policy work is required here with the data center specific rules and policies Okay. Data centers must cost any uh must cover any grid improvement cost they generate. Okay. Data centers must generate their own power supply for compute. Not an option. Compute and cool, excuse me. uh AI data centers connected to the grid must also and this is important agree to cut data center grid power supply connections in times of high demand by request. Now this violates their 99999 uptime but this ensures that they are not going to brown out or black out the whole grid in that section. I have a previous video uh which I'm going to put a marker up here on I think uh about uh these these data centers running at full tilt. They like develop a heartbeat. Okay. Uh of power and it's a surge diminish surge diminish surge. It's like a heartbeat. It's the cooling systems and the electrons moving through the chips and everything develop this rhythm and it can trigger backup power that hooks up to the grid in emergencies and then the surge disconnects it and connects it and this confuses the grid system. Okay. So these data centers have to agree to um sever their grid connection and you know they can do this. Uh they have on-site power generation but you know batteries are the key here. On-site batteries all of Musk Colossuses basically run and here's Colossus one as an example. uh all data centers not regulated as way will contribute to higher consumer electric bills. So they got to cover grid improvements. They got to generate their own power. They must agree to cut power. And you know they could do load shifting and other things. Uh you know if there's inference delays people may put up with this. Uh I mean there's all kind of workarounds for this battery backup, fuel cell backup. Um there tons of things. Okay. Uh AI Colossus XAI has up till now been a really good example of how to do a do a a uh data center. Although Musk is changing uh his SpaceX people are moving into data center development. Before they were just rushing and they were the fastest to get these things up. Now they say they're taking a a slower approach and building in more reliability. It's got behind the fence power generation largecale battery use. Okay. So really all these XAI data centers, massive data centers are running off batteries. They're um their power their their turbines and they actually built uh uh moved a power plant from Hungary and built it not far from the site and piped their own power in. But the thing is everything is charging into mega packs and the whole system is running off mega packs. Okay. And these act as a big capacitor and and fluctuations and so forth. This is uh this is how they solve the problem. Uh once new infrastructure is in place uh load was shifted to the grid expected to total about 300 megawatt. So uh they did do some grid hookups but uh basically these guys are large Tesla mega pack batteries complete this install acting as storage and capacitors. Anthropic and Google are renting this facility right now. Expansions are first handled by on-site turbines and batteries waiting for grid connect connections. This is considered to be a hybrid installation. Now again, private grid, public grid um you know there's all kind of different ways to approach this. uh Colossus 2 macroart a minimal grid collection connection is in place with off-grid power generation. It is currently the largest single AI uh data center 440,000 GPUs currently powered by portable gas turbines. Eventually Macrohart and Macro harder will be powered by a 1.2 gawatt plant owned by XI. They moved this power plant from Romania I think and rebuilt it piece by piece at a site not far away and there they have their own power plant. Okay. Uh in Mississippi near Colossus 2. So this is a model for future terrestrial zero impact. XAI uses uh gray water which is waste water for their cooling systems as well. So, another company that is is doing this is Fermy has uh currently under construction, although there isn't much news on it. They're building a gas generating plant right on property, and they're planning to have solar and nuclear as well, but uh and they have turbines coming in as well. But these AI data centers of any significant size are going to have to have onsite power plants. And again maintenance so on union jobs stationary engineers you know there's a lot of work here for uh union guys are working class and this is a summary is most recent available statements and there's so little data on actual use it's so such a CF mid to late 2026 MGM ML is the company. Colossus SpaceX X AI has not driven residential rate increases or impacted portable water supply. Okay. So here is our model. This is the model and this is what a community should base their laws and rules on. Uh f future power issues depend on increasing AI use, expansion, power demand. You know how much how much will they be able to handle? Cost allocation for grid improvements. Excuse me. XAI is going to question mark cover the grid improvements required and yes they will. This is this is the way it's going to work. So uh as it expands that see the grid here's the thing. The grid is developed over a hundred years or whatever. It is engineered to the nth degree. I think they plan for one day of power outage every 10 years. Every watt is allocated on the grid. To upgrade the grid, of course, installing battery packs in in locations to act as capacitors for demand is a big thing. However, here's the thing about the grid. It's high voltage. They only they don't have enough people to do major grid work. They just don't parts. They need breakers. They need switches. I mean, nobody's making this stuff anymore. Uh, you know, I when I was a kid, I worked in a hardware store. We used to sell obsolete breakers and they would get top dollar for them because if you go to change an electric service like that what they want to do is upgrade the grid and you go in and your breakers cuz they have breakers at these substations aren't made anymore. Guess what? You have to replace everything. You have to replace the breaker box, all the circuit breakers, everything. Okay? So, anybody that's counting on massive improvements to the grid, not going to happen. We have these companies now that are uh putting in homebased batteries that are supposed to work together as a um uh virtual uh power plant. We'll see how those work. Um I don't know. They have lithium-ion batteries. Uh I think Tesla's proven that they can do that safely. These are a little different. And let's and let's talk about employment. Okay. Uh will self-generation continue to meet demand? And it's going to have to meet demand because there's no other way to do it except moving to space, which is what Tesla's going to do. And that's why SpaceX is going to be a success. Now, let's just talk about now. I keep saying milrights, electricians, plumbers, uh stationary engineers, these are electricians. These are all union skilled jobs. Okay? Mostly men are in them. Okay? And these are well-paying jobs. And there's going to be there's already big demand for electricians. These are well these are the new industrial jobs in our economy. In the most recent uh jobs report, 97% of new jobs went to female dominated professions. Only 3% went to males. Union tradesmen are mostly although not exclusively male. Okay. The US workforce desperately needs an opportunity uh AI data that the AI data center buildout offers. Okay. These are middle class workingclass jobs. Additionally, it is vitally important that AI data centers meditate. Now, I I want to bring this up and I think Trump should mention this because they're going to want it at some point. They're they're they're going to they're going to try to sneak in immigrants and other things to run these things to cut costs. It's I think it's vitally important for security and for our job structure, our economy that everify is used uh for all the uh permanent and contract employees um at these data centers and that's for security and for American workforce. We want all this data center employment to go through E-Verify for security and for our economic security as well. Uh and for our national security as well. So uh I just want to put that out there and um I just want to say this this is why there's a rush to construct and complete a data centers. There there are staggering losses from delays. Now, Oracle just came out with its earnings, massive, and they're doing a massive capex spend to build capacity much like Meta. Um, this is the new industrial revolution. This is um the new steel industry. Okay. uh IDC average lost revenue um for missing construction deadlines on AI data centers is 10,000 per megam megawatt per day and that a delayed 100 megawatt deployment can approach the billion dollar mark when the cost of capital and demand shifting elsewhere ware are factors in are factored in. So financing and your customers going to other pe other providers. This is a billion dollars a day. Okay. This is the revenue stream that local communities can hook into via tax base and employment. these, you know, small town city councils and the rest of them, they simply must get on the ball. I think the federal government mandating E-Verify for this buildout is key key as well to economy and employment. But um provided the community wants the data center and they have the zoning laws and the power requirement laws and the other laws in place. Okay. And they can cite these there is no reason to be against um data centers and because of this rush that's going on right now. You can see these billion dollar losses. They are they're trying to you'd say, "Well, why don't they put it in an old factory, you know, a brownfield where an old factory was torn down?" Well, the thing is it's it's cheaper and faster for them to actually do new construction than refit these old uh construction sites. However, now with these 70% nimi bands, I think this gives the communities more leverage as to the sighting location of these plants. But, you know, it's irrelevant. This is a this is a gold rush. And my my call to the to the public is don't be a refusnic, okay? Um don't be a lite, okay? Um this is here. These people that are saying that that this is a bubble, they're foolish. Look at look at u Oracle's latest u earnings. Okay, demand is through the roof. Anybody that's used AI and it's getting easier and easier to use and more uh capable. I mean again this is the new and and and we're so lucky as a country that this has uh because of the uh power order from uh the executive order for on-site power. This has brought an industrial component to the AI data center buildout that wasn't there before. And I'll tell you this is just what the economy needs. This is just what these local economies need. And everybody that's banning doing outright bans and pauses on these data centers need to reconsider these issues and and and see this is an opportunity for high quality industrial employment that we haven't seen in this country since the 1960s. 1970s. This is amazing. This could I mean this could start a whole new uh economy for our country. So anyway, this is MXUX. I changed my position on this topic and you know the reason I changed is because this behind the fence behind the meter power it changes the whole equation and I think uh communities and individuals opposed of course properly cited properly zoned um with proper tax structures tax incentives to the local communities. Employment opportunities are the key here for highpaying union jobs. We need to insist on union uh for the safety of the community. Union uh employees maintaining and working in these um data centers and we need to insist on verify. E-verifying is very important. We do not want this opportunity to be squandered on illegal immigration cost cutting. Okay, this is MXUX Black Monday. That that video is on Black Monday. That's a second channel I worked on briefly. I I I'm still working with it, but uh I am very very bullish on E-Verify. Okay, good luck in the market.