WEBVTT
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00:00:05.780Attention! Here is today's trigger warning. If
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00:00:08.679you require a warning before hearing an opinion,
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00:00:13.179consider yourself now warned. Because somewhere
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00:00:16.239in the next hour, someone may ask what you believe,
00:00:16.539 -->
00:00:19.239what you believe it, and whether you had anything
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00:00:23.179resembling evidence. Those easily offended by
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00:00:26.320facts, follow -up questions, or complete sentences,
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00:00:30.839they wish to leave right now. those remaining
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00:00:34.920can meet the cast and suggest subjects that deserve
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00:00:39.659our attention by visiting us at .gandthediscussance
00:00:39.659 -->
00:00:44.460.com. You're listening to .gandthediscussance
00:00:44.460 -->
00:01:00.429on sabbatical. The Doctor is in. Well, you're
00:01:00.429 -->
00:01:03.649not unlike anybody else out there. So welcome
00:01:03.649 -->
00:01:09.510in. I wanted to remind everybody that we've got
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00:01:13.170a big week of shows coming up. This one today
00:01:13.170 -->
00:01:17.650is about AI data centers or just data centers.
00:01:17.709 -->
00:01:20.010And we're going to sort of run down what the
00:01:20.010 -->
00:01:23.650hidden costs of America's AI data center boom
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00:01:27.689might be to the individual. This is something
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00:01:32.760that I sort of, I don't know, poopod as this
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00:01:36.260is the left deciding that, you know, we don't
00:01:36.260 -->
00:01:39.280need power centers, those sorts of things. The
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00:01:41.000more I did research on it, the more I thought,
00:01:41.379 -->
00:01:43.700you know, my bet is there's a lot of people out
00:01:43.700 -->
00:01:45.659there that are sort of feeling that way, like
00:01:45.659 -->
00:01:47.620I'd like to know a little bit more. Well, we're
00:01:47.620 -->
00:01:50.200going to do that for you today. On Wednesday,
00:01:50.379 -->
00:01:53.200we're going to talk about underage gambling.
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00:01:57.000Underage gambling? Well, yeah, with these with
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00:02:00.099these new laws that it's expanded where you can
00:02:00.099 -->
00:02:02.680gamble from anywhere. Right. From your phone,
00:02:03.260 -->
00:02:05.920from, you know, your room late at night under
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00:02:07.780your covers, those sorts of things. There's a
00:02:07.780 -->
00:02:10.080lot of kids start to gamble. And I've sort of
00:02:10.080 -->
00:02:13.000wanted us to be on the record as saying. And
00:02:13.000 -->
00:02:14.919this is something that's coming that I think
00:02:14.919 -->
00:02:18.620people need to be aware of because I think, you
00:02:18.620 -->
00:02:22.500know, a lot of kids end up sort of ruined anymore
00:02:22.500 -->
00:02:26.180before they even get started right under their
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00:02:28.240parents' noses, right under the noses of their
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00:02:30.199teacher. They're sitting there. They could, you
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00:02:32.080know, look like they're just playing with their
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00:02:35.620phone while they're losing a fortune on all these
00:02:35.620 -->
00:02:38.120gambling apps. And it's not just sports. You
00:02:38.120 -->
00:02:40.819can bet on anything now. You can bet on, you
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00:02:44.530know, election outcomes, those sorts of things.
00:02:44.750 -->
00:02:48.490Have you seen Junior's gray? Yeah. Have you seen
00:02:48.490 -->
00:02:51.590his seen our bank account after Junior decided
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00:02:56.110to hijack our credit card and go to Draft Kings
00:02:56.110 -->
00:02:59.009or wherever he's going to go with it? So I thought
00:02:59.009 -->
00:03:01.669that would be interesting. And then we have the
00:03:01.669 -->
00:03:05.229second part of the Ozark Music Festival, where
00:03:05.229 -->
00:03:07.789the professor has been we have to go back there
00:03:07.789 -->
00:03:09.629again. Yeah, because we got to finish it up.
00:03:09.629 -->
00:03:12.759We only did we only did like two. Sodom and Gomorrah,
00:03:12.860 -->
00:03:15.639that's such a dangerous place. Yeah, and it's
00:03:15.639 -->
00:03:19.960actually titled Sodom and Gomorrah. Sodom and
00:03:19.960 -->
00:03:23.099Gomorrah in Missouri, the Ozark music festival
00:03:23.099 -->
00:03:27.180and the untold story there. And there's really
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00:03:31.639no one who lived that any more fully than the
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00:03:34.680professor. He was there with a camera the entire
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00:03:38.740time. He flew over the festival. He himself,
00:03:39.080 -->
00:03:41.740those guys that were those guys that were partaking
00:03:41.740 -->
00:03:44.520in the prostitution buses may have lived it to
00:03:44.520 -->
00:03:47.620a little heavier extent than I did. Yeah. So
00:03:47.620 -->
00:03:52.319there were actual prostitution buses at this
00:03:52.319 -->
00:03:57.319thing. And so, you know, for us and just to,
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00:03:59.919I don't know, not to put too fine a point on
00:03:59.919 -->
00:04:02.909this. You know, they're talking about in different
00:04:02.909 -->
00:04:05.289parts of the research here where, you know, everybody
00:04:05.289 -->
00:04:07.710in Sedalia continues to talk about this. I've
00:04:07.710 -->
00:04:10.650never found that to be the case. You know, I've
00:04:10.650 -->
00:04:14.409never found that to be the case. And as you know,
00:04:14.750 -->
00:04:17.990I've just not heard that much talk about it after
00:04:17.990 -->
00:04:20.930it was over with it seemed like is more of a
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00:04:23.410big secret that we just don't talk about around
00:04:23.410 -->
00:04:25.870here instead of sweep that under the rug and
00:04:25.870 -->
00:04:28.050pretend it never happened. Does that does it
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00:04:30.949seem that way to you as well? Yeah, yeah, yeah,
00:04:31.009 -->
00:04:34.670and so you know I think it's a story that you
00:04:34.670 -->
00:04:37.769know the rest of the nation really doesn't know
00:04:37.769 -->
00:04:41.250that much about but this thing was likely bigger
00:04:41.250 -->
00:04:45.350than wind stock had some outstanding bands and
00:04:45.350 -->
00:04:49.949it had some real Sodom and Gomorrah type atmosphere
00:04:49.949 -->
00:04:52.629for real and that's the part we're going to get
00:04:52.629 -->
00:04:56.110into Friday So you'll want to make sure that
00:04:56.110 -->
00:04:58.350you stay close this week because we have some
00:04:58.350 -->
00:05:02.290really great things coming up Make sure that
00:05:02.290 -->
00:05:07.870you subscribe so you never miss. Otherwise, it's
00:05:07.870 -->
00:05:10.589easy to miss, and that way it just comes to you.
00:05:11.149 -->
00:05:13.610Also, the website. Part of the reason why the
00:05:13.610 -->
00:05:20.279website was... So Made so easy to follow was
00:05:20.279 -->
00:05:23.040so you didn't have to go to any platform to get
00:05:23.040 -->
00:05:25.379the show You can go to the website hit one button.
00:05:25.379 -->
00:05:28.360It'll say listen now You can go to the latest
00:05:28.360 -->
00:05:30.939episodes or all the episodes. You don't have
00:05:30.939 -->
00:05:34.160to go to any other website You don't have to
00:05:34.160 -->
00:05:37.959go to a podcast hosting service. You can go straight
00:05:37.959 -->
00:05:40.279to us on our website Which is more fun anyway,
00:05:40.279 -->
00:05:42.319because you can write to us. You can tell us
00:05:42.319 -->
00:05:45.779what you think of the show you can write to the
00:05:45.779 -->
00:05:49.939professor and tell him, hey man, I really dig
00:05:49.939 -->
00:05:52.199what you said about the festival and will you
00:05:52.199 -->
00:05:54.180send me a couple pictures of yourself with Ted
00:05:54.180 -->
00:05:57.160Nugent? He might just be able to - Well, I didn't
00:05:57.160 -->
00:05:59.439get that close. I got close to Ted Nugent many
00:05:59.439 -->
00:06:01.600years before that at a concert in a little town
00:06:01.600 -->
00:06:04.000where they wanted him to stop playing at this
00:06:04.000 -->
00:06:06.379big ball field and he wouldn't stop until they
00:06:06.379 -->
00:06:08.660shut his electricity off and he was out in the
00:06:08.660 -->
00:06:10.540crowd, we were all there in the dark, Ted was
00:06:10.540 -->
00:06:12.379mingling with all the people, all of his fans.
00:06:12.649 -->
00:06:15.250He was with the Amboy Dukes, and Ted was just
00:06:15.250 -->
00:06:17.730cussing up a storm, but yeah, it was within 24
00:06:17.730 -->
00:06:20.269inches. It was exciting. There was magic in the
00:06:20.269 -->
00:06:22.850air, but that was a long time ago. I can imagine
00:06:22.850 -->
00:06:26.329that, you know, if you're within 24 inches of
00:06:26.329 -->
00:06:29.129Nugent, that there would be a must in the air,
00:06:29.189 -->
00:06:32.550you know, in aroma for certain. Swing, dang,
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00:06:40.220swing, dang! So that's getting back to things
00:06:40.220 -->
00:06:42.339that are on people's mind that are a more little
00:06:42.339 -->
00:06:48.139certainly more Serious than that What we're going
00:06:48.139 -->
00:06:50.899to attempt to do with this data center thing
00:06:50.899 -->
00:06:55.180is to follow the money from an AI prompt to a
00:06:55.180 -->
00:06:58.339household power bill and decide whether the company's
00:06:58.339 -->
00:07:01.879creating the demand or paying the full cost of
00:07:01.879 -->
00:07:04.000serving it. Now there's a lot of people who don't
00:07:04.000 -->
00:07:08.220think so. Artificial intelligence feels weightless.
00:07:08.579 -->
00:07:10.920You type in a question and an answer appears,
00:07:11.220 -->
00:07:15.439but behind that answer are buildings. There's
00:07:15.439 -->
00:07:17.600a lot of these buildings. When you hear a lot
00:07:17.600 -->
00:07:19.980of buildings, until you know the scale of the
00:07:19.980 -->
00:07:22.060actual construction that's going on out there.
00:07:22.300 -->
00:07:25.500For example, in Texas, there's 300 of these things
00:07:25.500 -->
00:07:27.920under construction right this second. And they
00:07:27.920 -->
00:07:31.839are huge. They are the size of car plants and
00:07:31.839 -->
00:07:34.899even bigger than that. And they are huge places,
00:07:35.319 -->
00:07:37.959packed with computers that consume electricity
00:07:37.959 -->
00:07:41.639every second. The technology may be revolutionary,
00:07:41.680 -->
00:07:45.160but the bill is already becoming political. I
00:07:45.160 -->
00:07:47.500thought I would play this from PBS so you could
00:07:47.500 -->
00:07:50.699get an idea of the scale of what's going on.
00:07:50.959 -->
00:07:53.459It's estimated that by the year 2030, companies
00:07:53.459 -->
00:07:56.680will have invested nearly $7 trillion in data
00:07:56.680 -->
00:07:59.319center infrastructure in a race to dominate the
00:07:59.319 -->
00:08:02.879AI market. But this race to build AI superiority
00:08:02.879 -->
00:08:05.740is happening so fast, many are concerned that
00:08:05.740 -->
00:08:08.019companies might be cutting corners or taking
00:08:08.019 -->
00:08:11.230advantage of regulatory loopholes. especially
00:08:11.230 -->
00:08:14.209when it comes to the electricity and water required
00:08:14.209 -->
00:08:17.810to run these massive data centers. Your AI query
00:08:17.810 -->
00:08:21.790likely pings a data center like this, full of
00:08:21.790 -->
00:08:24.810millions of power -hungry processing chips running
00:08:24.810 -->
00:08:28.089the chatbots, agents, and other tools that millions
00:08:28.089 -->
00:08:31.370of people interact with every day. But to power
00:08:31.370 -->
00:08:34.009those operations, data centers around the country
00:08:34.009 -->
00:08:36.909are increasingly relying on their own custom
00:08:36.909 -->
00:08:40.440-built gas power plants. The Stargate data center
00:08:40.440 -->
00:08:45.399already has 62 diesel generators and 10 gas -powered
00:08:45.399 -->
00:08:50.080turbines on site, with plans for 41 more. This
00:08:50.080 -->
00:08:52.379will make it one of the largest fossil fuel power
00:08:52.379 -->
00:08:56.279plants of any kind in Texas. And it's just to
00:08:56.279 -->
00:09:08.429power this data center. It has a, you still have
00:09:08.429 -->
00:09:13.149a gas turbine engine? Yes, I do, I do. I actually
00:09:13.149 -->
00:09:15.809have one out of my shop. It's waiting until I
00:09:15.809 -->
00:09:19.230get back to my aircraft project that I started.
00:09:19.809 -->
00:09:23.269That thing's a little scary. I started this project
00:09:23.269 -->
00:09:26.870in I guess 19, middle of the mid 80s, maybe 85
00:09:26.870 -->
00:09:29.990-ish. And then I abandoned it two years later
00:09:29.990 -->
00:09:31.750or at least put it on the back burner where it's
00:09:31.750 -->
00:09:35.269been ever since when I was forced to. That's
00:09:35.269 -->
00:09:37.750my bird in the background by the way green Amazon
00:09:37.750 -->
00:09:41.350parrot he's part of this podcast, but anyway
00:09:41.350 -->
00:09:45.389I had to leave the project for a while because
00:09:45.389 -->
00:09:47.889we were ousted from our living quarters because
00:09:47.889 -->
00:09:50.830a church nearby was going to turn our Property
00:09:50.830 -->
00:09:54.309into a parking lot. So I guess it was uh, I'm
00:09:54.309 -->
00:09:56.529not gonna say it certainly wasn't heavenly domain
00:09:56.529 -->
00:09:58.909and that's another another podcast. It was just
00:09:58.909 -->
00:10:02.090a church's business. I think so that's Anyway,
00:10:02.230 -->
00:10:04.389the project was put on hold at that point and
00:10:04.389 -->
00:10:06.409then life got in the way so to speak the new
00:10:06.409 -->
00:10:09.490residents need a lot of work so my gas turbine
00:10:09.490 -->
00:10:13.450powered aircraft is on hold It's waiting till
00:10:13.450 -->
00:10:15.529I get back to it. I've heard a couple stories
00:10:15.529 -->
00:10:18.289about the power of that engine now I've seen
00:10:18.289 -->
00:10:21.750it. It's really not very big, but it is plenty
00:10:21.750 -->
00:10:27.009scary It's got your attention a couple of times
00:10:27.009 -->
00:10:30.440hasn't it? Oh yeah, I ran it on a test stand
00:10:30.440 -->
00:10:35.440a few times and it always scared me when I ran
00:10:35.440 -->
00:10:37.279it. I think if I went back to the project, I
00:10:37.279 -->
00:10:39.460wouldn't be so freaked out as I was back then.
00:10:39.720 -->
00:10:41.440That was kind of my introduction to it back in
00:10:41.440 -->
00:10:43.740that era. Now I kind of know what to expect,
00:10:43.879 -->
00:10:45.580but I was so frightened of it that I even put
00:10:45.580 -->
00:10:48.820a shield on the test stand between me and the
00:10:48.820 -->
00:10:51.539engine itself and an instrument panel on my side
00:10:51.539 -->
00:10:54.210to run the thing. I don't know, I guess I was
00:10:54.210 -->
00:10:57.570just paranoid. I stepped into an area I knew
00:10:57.570 -->
00:11:00.169nothing about and it was frightening. I think
00:11:00.169 -->
00:11:02.429I'm probably over that if I can return to the
00:11:02.429 -->
00:11:05.299project. I'm not going to need to. a shield between
00:11:05.299 -->
00:11:07.960me and the engine. So what's going on in these
00:11:07.960 -->
00:11:11.299AI power center or these data centers is they've
00:11:11.299 -->
00:11:15.519got these huge gas turbine engines mounted on
00:11:15.519 -->
00:11:18.580trucks. So it's loud. Yeah. And part of the reason
00:11:18.580 -->
00:11:21.899why they do that is so they can say they're just
00:11:21.899 -->
00:11:25.440temporary. They are not the actual infrastructure.
00:11:25.440 -->
00:11:29.440And these are huge gas turbine engines and they
00:11:29.440 -->
00:11:32.360run them because they have to have them to power
00:11:32.360 -->
00:11:35.120these things. These ones that are in Texas that
00:11:35.120 -->
00:11:38.120you were talking about, are they like next to
00:11:38.120 -->
00:11:41.399communities? Are they out in the middle of nowhere?
00:11:41.980 -->
00:11:44.159Some communities have embraced them because of
00:11:44.159 -->
00:11:46.440the tax revenue that they bring because of the
00:11:46.440 -->
00:11:48.559jobs that they're supposedly going to bring.
00:11:49.080 -->
00:11:50.899Some of them are sort of out in the middle of
00:11:50.899 -->
00:11:54.320nowhere. Right. So both things are going on.
00:11:54.340 -->
00:11:58.639The only jobs that they have technically that
00:11:58.639 -->
00:12:02.120will stay there are the construction jobs, right?
00:12:02.340 -->
00:12:05.019Well, after those, that's a point that's coming
00:12:05.019 -->
00:12:07.919up. So they've promised a lot of jobs, but after
00:12:07.919 -->
00:12:10.519these things are actually built, it doesn't take
00:12:10.519 -->
00:12:13.340that many people to mine the computers that are
00:12:13.340 -->
00:12:15.460inside. It depends on how big this is. Exactly.
00:12:16.019 -->
00:12:18.200So there's a lot of jobs to start with, and there
00:12:18.200 -->
00:12:20.519are jobs that are left because these places are
00:12:20.519 -->
00:12:24.600huge. But in terms of comparing it to like an
00:12:24.600 -->
00:12:27.889automobile plant, They're not going to stay.
00:12:28.070 -->
00:12:31.750Right, not as many of those sorts of jobs. So
00:12:31.750 -->
00:12:34.950the Department of Energy's 2024 national report
00:12:34.950 -->
00:12:38.830says data centers used about 4 .4 percent of
00:12:38.830 -->
00:12:42.230U .S. electricity in 2023, and they could use
00:12:42.230 -->
00:12:46.9096 .7 to 12 percent by 2028, roughly double or
00:12:46.909 -->
00:12:50.850triple their 2023 consumptions. When we come
00:12:50.850 -->
00:12:54.759back, The computers do not receive a separate
00:12:54.759 -->
00:12:59.039electric universe. They enter the same grid that
00:12:59.039 -->
00:13:02.840serves your refrigerator and the cost can travel
00:13:02.840 -->
00:13:06.100all the way to your meter. You're listening to
00:13:06.100 -->
00:13:11.379Doc G and the Discussants. The discussion continues
00:13:11.379 -->
00:13:14.940in just a moment. While we take a break, go to
00:13:14.940 -->
00:13:19.440Doc G and the Discussants dot com. Meet the Discussants.
00:13:19.620 -->
00:13:22.960Catch another episode. Support the show, visit
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00:13:31.480what's on your mind. Doc G and the Discussants
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00:13:42.960on sabbatical, back after this. Every successful
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00:16:47.440At the intersection of policy, politics, and
00:16:47.440 -->
00:16:49.960culture, you're on sabbatical with Doc G and
00:16:49.960 -->
00:16:53.659the Discussants. To contact the program or email
00:16:53.659 -->
00:16:58.279your favorite discussant, write to docgshowstudio
00:16:58.279 -->
00:17:04.960at gmail .com. We are talking about AI data centers
00:17:04.960 -->
00:17:08.819as are most of the nation, one way or another.
00:17:09.400 -->
00:17:13.039Several Republican governors, a lot of Democratic
00:17:13.039 -->
00:17:16.039governors, but several Republican governors,
00:17:16.420 -->
00:17:19.819including Governor Abbott down in Texas, have
00:17:19.819 -->
00:17:22.079sort of put the brakes on this a little bit.
00:17:22.299 -->
00:17:26.480Looking at it a little bit more seriously, because
00:17:26.480 -->
00:17:29.460I think that they are starting to become aware
00:17:29.460 -->
00:17:33.849of just what the demands are going to be. You
00:17:33.849 -->
00:17:36.509know, this new demand is going to create a need
00:17:36.509 -->
00:17:40.529for generation, transmission and guaranteed capacity.
00:17:41.670 -->
00:17:44.289Regulators then decide who's going to pay for
00:17:44.289 -->
00:17:47.890all this. So more load can require new power
00:17:47.890 -->
00:17:51.130plants, substations and transmissions. Utilities
00:17:51.130 -->
00:17:54.849cover approved cost and through rates. Regional
00:17:54.849 -->
00:17:58.369capacity markets also pay generators to be available
00:17:58.369 -->
00:18:02.599when demand peaks. Just to give you some idea,
00:18:03.539 -->
00:18:07.380this is as big as the defense budget. New facilities
00:18:07.380 -->
00:18:10.099like this are being built largely to meet demand
00:18:10.099 -->
00:18:13.980for generative AI tools like chatbots. OpenAI
00:18:13.980 -->
00:18:16.799reported that global use of chatbots more than
00:18:16.799 -->
00:18:20.519doubled in the last year, going from 400 to 900
00:18:20.519 -->
00:18:23.490million users. Big tech companies are projected
00:18:23.490 -->
00:18:27.329to spend more than $800 billion on the infrastructure
00:18:27.329 -->
00:18:31.230behind artificial intelligence in 2026. And in
00:18:31.230 -->
00:18:34.7102027, that number will exceed a trillion dollars.
00:18:35.210 -->
00:18:38.690That's on par with the entire U .S. defense budget.
00:18:41.410 -->
00:18:44.309Stargate is one of the most ambitious and powerful
00:18:44.309 -->
00:18:47.980AI data centers ever built. The proposed on -site
00:18:47.980 -->
00:18:51.779power plant could deliver more than 1 .7 gigawatts
00:18:51.779 -->
00:18:54.460of power. That's enough energy to power more
00:18:54.460 -->
00:18:57.559than 1 million homes for a year. The Stargate
00:18:57.559 -->
00:19:03.019facility is in Texas and it is massive. In the
00:19:03.019 -->
00:19:07.119nation's largest regional grid, PJM's independent
00:19:07.119 -->
00:19:10.539market monitor says data center growth is the
00:19:10.539 -->
00:19:14.059primary reason for recent and expected capacity
00:19:14.059 -->
00:19:17.970market pressure. One 2026 analysis attributed
00:19:17.970 -->
00:19:22.6706 .5 billion or 40 percent of the capacity cost
00:19:22.670 -->
00:19:27.970to data center load. So, you know, that brings
00:19:27.970 -->
00:19:30.869up some questions. A data center does not automatically
00:19:30.869 -->
00:19:34.670raise every energy bill. New large customers
00:19:34.670 -->
00:19:38.250can spread fixed costs and improve grid utilization.
00:19:38.569 -->
00:19:42.250But bills rise usually when their added infrastructure
00:19:42.250 -->
00:19:45.130and risk are shifted to existing customers. rather
00:19:45.130 -->
00:19:49.809than charge to the companies creating them. And
00:19:49.809 -->
00:19:52.569this is something that Congress is now starting
00:19:52.569 -->
00:19:56.549to look at because if they were like myself,
00:19:57.369 -->
00:20:02.609I did and have heard and have been... concerned
00:20:02.609 -->
00:20:08.109mildly that these were going to impose a lot
00:20:08.109 -->
00:20:11.490more usage which could increase electricity bills
00:20:11.490 -->
00:20:14.329while electricity bills are going up anyway.
00:20:15.690 -->
00:20:18.490I know, you know, personal electricity bills
00:20:18.490 -->
00:20:21.930have crept up over especially the last couple
00:20:21.930 -->
00:20:26.980of years, but If this is going to increase by
00:20:26.980 -->
00:20:31.059double and triple and it's already consuming
00:20:31.059 -->
00:20:34.279huge amounts of power, I don't think that any
00:20:34.279 -->
00:20:38.900of us should be surprised if the bills increase.
00:20:39.440 -->
00:20:42.720Now, there are fail saves where the government
00:20:42.720 -->
00:20:45.960and local governments, especially state governments,
00:20:47.039 -->
00:20:50.980making some of these outfits. provide their own
00:20:50.980 -->
00:20:53.299infrastructure. And President Trump has talked
00:20:53.299 -->
00:20:57.240about making these data centers provide their
00:20:57.240 -->
00:21:01.220own electricity. Well, what happens when President
00:21:01.220 -->
00:21:03.740Trump is no longer around or the Republicans
00:21:03.740 -->
00:21:08.539are not in power? And here's another question.
00:21:08.619 -->
00:21:12.180What happens if they start building and they
00:21:12.180 -->
00:21:16.359just decide to quit and they pull out after they've?
00:21:16.539 -->
00:21:20.059done a lot of work on these huge data centers,
00:21:20.980 -->
00:21:23.140and they decide, hey, we've built some of this
00:21:23.140 -->
00:21:24.980infrastructure, but we're not going to finish
00:21:24.980 -->
00:21:27.839it anymore. How do you make sure that this thing
00:21:27.839 -->
00:21:31.380doesn't really impact people in a bad way? And
00:21:31.380 -->
00:21:34.160so the more I got into this question, the more
00:21:34.160 -->
00:21:39.539I could see why even conservative governors who
00:21:39.539 -->
00:21:43.420really pushed this, for good reasons because
00:21:43.420 -->
00:21:46.500you know they're worried about national competitiveness
00:21:46.500 -->
00:21:49.799state competitiveness those sorts of things why
00:21:49.799 -->
00:21:55.720they're taking a second look why all of a sudden
00:21:55.720 -->
00:22:01.839do we need so many i mean is it because everything
00:22:01.839 -->
00:22:05.240is now using it you've got your smart phones
00:22:05.240 -->
00:22:08.500you've got your refrigerator that's a smart refrigerator
00:22:08.500 -->
00:22:12.740your whole house is a smart house i mean everything
00:22:12.740 -->
00:22:16.559so is that why we need them or because of the
00:22:16.559 -->
00:22:23.660all the ai generated um both It's both. So they
00:22:23.660 -->
00:22:25.599were building these data centers to begin with.
00:22:25.799 -->
00:22:29.859Gaming is a big deal, where people that are gaming
00:22:29.859 -->
00:22:33.980are taking a lot of computing power, and it takes
00:22:33.980 -->
00:22:36.539big data centers to run those things, and the
00:22:36.539 -->
00:22:38.920networks and social media, those sorts of things.
00:22:38.940 -->
00:22:41.940They were already building these centers. Then
00:22:41.940 -->
00:22:47.359along comes AI, and it is power. It is eating
00:22:47.359 -->
00:22:51.630everything up at this point. And thus, the talk
00:22:51.630 -->
00:22:54.829of little nuclear reactors for these things,
00:22:55.549 -->
00:22:59.390like aircraft carriers and submarines run a bridge
00:22:59.390 -->
00:23:02.049too far for a lot of people. You know, they remember
00:23:02.049 -->
00:23:05.490some fairly serious accidents that happened not
00:23:05.490 -->
00:23:08.809all too many years ago. Look at all the blood
00:23:08.809 -->
00:23:10.930that's been shed to get to the point where we
00:23:10.930 -->
00:23:13.509are now with the airliners, for example. I mean,
00:23:13.589 -->
00:23:16.970thousands of deaths and crashes every time we
00:23:16.970 -->
00:23:19.349learn something from each one. I don't know how
00:23:19.349 -->
00:23:20.430much of that we're going to have to go through
00:23:20.430 -->
00:23:22.970with data centers and nuclear reactors and all
00:23:22.970 -->
00:23:25.390that. A nuclear reactor is probably a good idea
00:23:25.390 -->
00:23:27.450if it's small and we've gotten to the point that
00:23:27.450 -->
00:23:29.829it'll stay contained and we can depend upon it
00:23:29.829 -->
00:23:32.089to become a reliable piece of equipment. I don't
00:23:32.089 -->
00:23:34.329know anything about it. I hope that's the case.
00:23:34.769 -->
00:23:37.650Nuclear sounds good if it works properly, but,
00:23:37.750 -->
00:23:40.349yeah, we do have a history of frightening events
00:23:40.349 -->
00:23:44.190in that area. Back to you, Doc. Yeah, the problem
00:23:44.190 -->
00:23:47.390here is that once there's a nuclear accident,
00:23:47.789 -->
00:23:52.029It's not like an oil spill. You know, people
00:23:52.029 -->
00:23:56.210pull their hair out over an oil spill. A nuclear
00:23:56.210 -->
00:23:59.970accident is sort of forever in some ways. You
00:23:59.970 -->
00:24:03.150know, it seems like I've seen, we've seen some...
00:24:04.240 -->
00:24:07.380documentaries lately on Chernobyl and what has
00:24:07.380 -->
00:24:09.819happened around there. And it seems like it's
00:24:09.819 -->
00:24:12.460doing better than a lot of people expected, but
00:24:12.460 -->
00:24:15.039at the same time the radiation levels there are
00:24:15.039 -->
00:24:18.779super high. Same thing with some recent accident
00:24:18.779 -->
00:24:23.619in Japan. In the last 10 years a Fukushima plant
00:24:23.619 -->
00:24:28.180blew up, really blew up. I mean worse in most
00:24:28.180 -->
00:24:32.529ways than Chernobyl. meltdown. So, you know,
00:24:32.609 -->
00:24:35.470having a whole lot of these little bitty nuclear
00:24:35.470 -->
00:24:39.349reactors out there and they're run by companies
00:24:39.349 -->
00:24:44.509who maybe are or are not all that financially
00:24:44.509 -->
00:24:48.210viable, then they're supplying the personnel
00:24:48.210 -->
00:24:52.309to make sure that these things are safe. There's
00:24:52.309 -->
00:24:57.210questions there for certain, but the alternative
00:24:57.210 -->
00:25:00.660is what they're doing right now. So when they
00:25:00.660 -->
00:25:02.480come in, a lot of times they'll say they're going
00:25:02.480 -->
00:25:05.200to have this be sustainable. And by sustainable,
00:25:05.299 -->
00:25:09.779they then mean nuclear, which is scary. So what
00:25:09.779 -->
00:25:12.799they do is they bring in all these gas powered,
00:25:12.859 -->
00:25:15.740diesel powered generators, these gas turbine
00:25:15.740 -->
00:25:18.519engines. And there might be a hundred of these
00:25:18.519 -->
00:25:22.359things to supply the power that they need, which
00:25:22.359 -->
00:25:27.940is a lot of power. But they usually don't get
00:25:27.940 -->
00:25:32.099approved with that. because of people's concerns
00:25:32.099 -->
00:25:35.460around fossil fuel burning and the amount of
00:25:35.460 -->
00:25:38.319fossil fuel that will take. So it seems like
00:25:38.319 -->
00:25:42.099maybe this technology has maybe outgrown itself
00:25:42.099 -->
00:25:47.380a little bit. And to chase it down, sort of like
00:25:47.380 -->
00:25:52.539Professor suggested just a little bit ago, there's
00:25:52.539 -->
00:25:56.759always a learning curve. And in previous generations,
00:25:57.220 -->
00:26:00.279years gone by in America, You know, that usually
00:26:00.279 -->
00:26:04.700costs lives or, you know, in one way or another,
00:26:04.779 -->
00:26:07.359and I'm not so sure that he isn't right about
00:26:07.359 -->
00:26:10.380this and that this may cost some lives in this
00:26:10.380 -->
00:26:15.019circumstance as well. I'm not sure I'm comfortable
00:26:15.019 -->
00:26:18.099with that. Well, it's worth it. We've got to
00:26:18.099 -->
00:26:21.819keep the gamers electrified. That's sort of how
00:26:21.819 -->
00:26:25.700it seems and But at the same time I'm also hearing
00:26:25.700 -->
00:26:31.180well, you know AI is such an essential technology
00:26:31.180 -->
00:26:36.480to America going forward And I sort of believe
00:26:36.480 -->
00:26:41.400that so Then on top of it. We're hearing reports
00:26:41.400 -->
00:26:44.500and from some fairly credible people including
00:26:44.500 -->
00:26:48.309Elon Musk that this is a technology that people
00:26:48.309 -->
00:26:51.829are going to have to watch very carefully because
00:26:51.829 -->
00:26:55.630more than one person has said it could be the
00:26:55.630 -->
00:26:59.769end of a human being. So Trump, Trump called
00:26:59.769 -->
00:27:04.630it the new oil industry. We'll get back to the
00:27:04.630 -->
00:27:09.039president. Isn't that what he said? It's the
00:27:09.039 -->
00:27:15.759new oil industry? I'm not sure how I feel about...
00:27:15.759 -->
00:27:19.640Well, I mean, how do they make money with this,
00:27:19.720 -->
00:27:22.640I guess? When we come back, we'll explore some
00:27:22.640 -->
00:27:26.680of these questions. When we take a look at...
00:27:26.680 -->
00:27:29.099The industry says these projects create investment
00:27:29.099 -->
00:27:32.700jobs and tax revenue, but states... are also
00:27:32.700 -->
00:27:36.539competing to give them tax breaks. So what exactly
00:27:36.539 -->
00:27:39.700are taxpayers buying? You're listening to Doc
00:27:39.700 -->
00:27:43.259G and the discussants. You're on sabbatical.
00:27:50.579 -->
00:27:53.619Before we continue, perhaps you'd like to circle
00:27:53.619 -->
00:27:58.259back, unpack the conversation, sit with it, process
00:27:58.259 -->
00:28:02.670it. and make sure everybody feels heard? Or you
00:28:02.670 -->
00:28:04.890could simply decide whether it makes any sense,
00:28:05.009 -->
00:28:08.509bit radical I know. This is Doc G and the Discussance.
00:28:08.670 -->
00:28:11.210The truth is more interesting than fiction and
00:28:11.210 -->
00:28:13.789far more valuable than cliches or talking points.
00:28:13.950 -->
00:28:21.730We'll be back. The people around this table have
00:28:21.730 -->
00:28:24.769a lot in common. They're all accomplished and
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00:28:38.930entertained audiences for years. They're talented,
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00:28:42.210 -->
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00:31:57.319The Doctor is in. Thank you very much. We're
00:31:57.319 -->
00:31:59.680back and we're talking about AI data centers
00:31:59.680 -->
00:32:03.359or data centers in general that we can't this
00:32:03.359 -->
00:32:07.119is a Huge huge topic. This is the kind of thing.
00:32:07.400 -->
00:32:09.970I was working in the legislature that would just
00:32:09.970 -->
00:32:13.269consume an entire session. Right. It would. I
00:32:13.269 -->
00:32:15.509can see that. Yeah. I mean, just writing the
00:32:15.509 -->
00:32:18.170bills and to think of all the things could happen.
00:32:18.190 -->
00:32:20.549And then you got, you know, lobbying forces on
00:32:20.549 -->
00:32:23.650all sides, trying to make sure that the whatever
00:32:23.650 -->
00:32:28.609legislation comes out of it is suitable. This
00:32:28.609 -->
00:32:31.190would be one of those things where it'd be night
00:32:31.190 -->
00:32:35.430after night after night after night after amendment,
00:32:35.950 -->
00:32:38.450replacement bill, substitute, those sorts of
00:32:38.450 -->
00:32:41.359things. to go on and on and on and it should
00:32:41.359 -->
00:32:45.599because this is extremely complicated and you
00:32:45.599 -->
00:32:48.829know high stakes. You know, to test the economic
00:32:48.829 -->
00:32:51.910development pitch against the public price, tax
00:32:51.910 -->
00:32:54.609incentives and permanent jobs, water consumption,
00:32:54.690 -->
00:32:56.390that's something we'll talk about here in a minute,
00:32:57.029 -->
00:32:59.890and the possibility, and I think a pretty good
00:32:59.890 -->
00:33:03.109possibility of higher water bills and electric
00:33:03.109 -->
00:33:06.269bills if it isn't controlled fairly closely.
00:33:06.950 -->
00:33:09.730Data centers bring enormous capital investment,
00:33:10.109 -->
00:33:11.910construction work, technology infrastructure,
00:33:12.230 -->
00:33:15.819and potentially durable local tax revenue. but
00:33:15.819 -->
00:33:19.039they can also support the national race for AI
00:33:19.039 -->
00:33:22.579leadership at the same time, which everybody
00:33:22.579 -->
00:33:26.140has agreed is an important thing, and especially
00:33:26.140 -->
00:33:29.279for the next generation of military hardware.
00:33:30.660 -->
00:33:33.059In the subsidy race, the National Conference
00:33:33.059 -->
00:33:35.359of State Legislatures, which it did a lot of
00:33:35.359 -->
00:33:39.420work with, reports that at least 38 states offer
00:33:39.420 -->
00:33:43.400data center incentives. So come and settle in
00:33:43.400 -->
00:33:45.240our state. We're going to give you these tax
00:33:45.240 -->
00:33:48.839breaks, tax exemptions, relief on electricity
00:33:48.839 -->
00:33:52.839taxes, and in 11 states some form of property
00:33:52.839 -->
00:33:56.630tax relief. It kind of defeats the purpose, doesn't
00:33:56.630 -->
00:33:58.549it? Exactly, and that's what we're getting at.
00:33:58.670 -->
00:34:02.609The multi -billion dollar server campus is not
00:34:02.609 -->
00:34:05.829a billion dollar factory. It may employ large
00:34:05.829 -->
00:34:08.530construction crews, but permanent staffing is
00:34:08.530 -->
00:34:11.849often modest relative to the investment and public
00:34:11.849 -->
00:34:15.630concessions. The right comparison is total public
00:34:15.630 -->
00:34:20.670cost per lasting job and per dollar of new revenue
00:34:20.670 -->
00:34:24.739that would be generated in that. You know, it's
00:34:24.739 -->
00:34:28.199sort of hard to look in a crystal ball and project
00:34:28.199 -->
00:34:31.039that. That's where the lobbyists come in. They
00:34:31.039 -->
00:34:33.260say, these are all the jobs that's going to be
00:34:33.260 -->
00:34:35.619created and it's a workforce development idea
00:34:35.619 -->
00:34:39.699and it's going to help your state lead the nation
00:34:39.699 -->
00:34:44.519in AI technology and what? A politician doesn't
00:34:44.519 -->
00:34:46.900want to go home and say that he's helping to
00:34:46.900 -->
00:34:50.420do that or her. Well, back to your workforce
00:34:50.420 -->
00:34:53.739development. Once the place is built and it's
00:34:53.739 -->
00:34:56.880up and running, you're talking about, what, 30,
00:34:57.059 -->
00:34:59.63950 people? Oh, I think we're talking about a
00:34:59.639 -->
00:35:01.760whole lot more than that, but not the same amount
00:35:01.760 -->
00:35:03.980of people that, you know, it takes. These things
00:35:03.980 -->
00:35:08.400are huge. I mean, we're talking about buildings
00:35:08.400 -->
00:35:11.179that would cover all of Central Park in New York
00:35:11.179 -->
00:35:14.829City. huge a complex I mean you can't do that
00:35:14.829 -->
00:35:16.869with 30 40 people they're just going to have
00:35:16.869 -->
00:35:18.889to have more than that but it's not the same
00:35:18.889 -->
00:35:21.170thing as a whole building full of people who
00:35:21.170 -->
00:35:24.269are building cars it's just not this not comparable
00:35:24.269 -->
00:35:26.210in the number of people and there's a lot less
00:35:26.210 -->
00:35:29.269people needed to build cars these days a lot
00:35:29.269 -->
00:35:31.949of computers or a lot of robots and computers
00:35:31.949 -->
00:35:35.650are doing that as well so let's just talk about
00:35:35.650 -->
00:35:37.849what it means to us I mean these are great big
00:35:37.849 -->
00:35:41.110questions but what does it mean to you know us
00:35:41.159 -->
00:35:45.280How about in terms of water uses, this from PBS."
00:35:45.280 -->
00:35:47.599The tens of thousands of high -powered chips
00:35:47.599 -->
00:35:50.920inside a data center like this generate enormous
00:35:50.920 -->
00:35:54.219amounts of heat, requiring massive cooling systems
00:35:54.219 -->
00:35:57.800to prevent failures. Stargate uses a closed -loop
00:35:57.800 -->
00:36:00.480cooling system that circulates water to pull
00:36:00.480 -->
00:36:03.599heat away from the machines. While these systems
00:36:03.599 -->
00:36:06.659usually only need to be filled once, they do
00:36:06.659 -->
00:36:10.590require more electricity to run. By some estimates,
00:36:10.829 -->
00:36:12.929the rise in data centers in the state of Texas
00:36:12.929 -->
00:36:16.809could increase water usage a whopping 9 % by
00:36:16.809 -->
00:36:21.389the year 2030. It's estimated by Berkeley Labs
00:36:21.389 -->
00:36:24.070that the U .S. data centers directly consume
00:36:24.070 -->
00:36:28.73066 billion liters, about 17 .4 billion gallons
00:36:28.730 -->
00:36:32.409of water in 2023. Direct consumption could rise
00:36:32.409 -->
00:36:36.150to roughly 38 to 73 billion gallons, billion
00:36:36.150 -->
00:36:40.510gallons. It's hard to wrap your head around how.
00:36:40.889 -->
00:36:43.750big a number, billions are, power generation
00:36:43.750 -->
00:36:47.730adds as much larger indirect water footprint.
00:36:47.809 -->
00:36:49.570So we're not just talking about electricity.
00:36:50.150 -->
00:36:53.289We are talking about a lot of water needed to
00:36:53.289 -->
00:36:56.409use it as well. So now, how does that reach your
00:36:56.409 -->
00:36:59.650bill? How does that impact your water bill? Well,
00:37:00.050 -->
00:37:02.829high local demand can force a utility to expand
00:37:02.829 -->
00:37:06.230wells, treatment, storage, and pipelines if the
00:37:06.230 -->
00:37:08.869data center does not cover those system -specific
00:37:08.869 -->
00:37:12.489costs. and existing businesses can face higher
00:37:12.489 -->
00:37:15.570water rates. The effect is local and depends
00:37:15.570 -->
00:37:19.110on cooling technology, the technology used to
00:37:19.110 -->
00:37:22.789actually cool, the water source available capacity
00:37:22.789 -->
00:37:26.210and the contract. Let me say this while we're
00:37:26.210 -->
00:37:30.869here in terms of cooling. The Norwegian countries,
00:37:31.030 -->
00:37:33.550Finland, some of these countries that stay cold,
00:37:34.409 -->
00:37:37.730they're getting a lot of data centers built because
00:37:37.730 -->
00:37:41.980they're cold. and to make sure that they can
00:37:41.980 -->
00:37:44.940cool without the need for some of these things.
00:37:45.199 -->
00:37:49.199So it's a boon, at least at this point, to colder
00:37:49.199 -->
00:37:53.300climates. and places where the politics will
00:37:53.300 -->
00:37:56.739allow it to happen. Do we have any? Why are we
00:37:56.739 -->
00:37:58.820not building them in Alaska? That's what I just
00:37:58.820 -->
00:38:03.559was asking. Yeah, I think that I don't. That's
00:38:03.559 -->
00:38:07.380a good question. I don't know the level of activity
00:38:07.380 -->
00:38:09.960that's going on in Alaska underwater. But my
00:38:09.960 -->
00:38:13.480bet would be that you've got all the good ideas.
00:38:13.599 -->
00:38:16.960Yeah, my bet would be that. Alaska is getting
00:38:16.960 -->
00:38:20.920a lot of interest to build. But you know, there's
00:38:20.920 -->
00:38:23.760a lot of federal land in Alaska, too, which could
00:38:23.760 -->
00:38:27.960be tricky. But I would say that this is a target
00:38:27.960 -->
00:38:31.480for certain. Underwater, that's sort of like
00:38:31.480 -->
00:38:35.119living on Mars. The professor could tell us about
00:38:35.119 -->
00:38:37.599what it's like to live and work underwater. He's
00:38:37.599 -->
00:38:40.559a scuba diver. Right. It would be hard to work
00:38:40.559 -->
00:38:43.219on if something needed fixed on. You'd have to,
00:38:43.659 -->
00:38:46.800you know... bring it back up or go down. Doesn't
00:38:46.800 -->
00:38:49.280mean it couldn't be done if it was done where
00:38:49.280 -->
00:38:53.840it was sort of self -contained. Just brainstorm
00:38:53.840 -->
00:38:57.940it and design it for that location so there'll
00:38:57.940 -->
00:39:00.599be no surprises. Just take everything into consideration
00:39:00.599 -->
00:39:03.800and then send the crews out to put it together.
00:39:04.719 -->
00:39:10.570Yeah I think that but these are these are important
00:39:10.570 -->
00:39:12.909questions right this second and they're under
00:39:12.909 -->
00:39:15.530construction you know I mean there's 300 of them
00:39:15.530 -->
00:39:18.869now in Texas currently under construction and
00:39:18.869 -->
00:39:23.210the answer right now is gas turbine engines diesel
00:39:23.210 -->
00:39:26.530turbine engines and the neighbors in these areas
00:39:26.530 -->
00:39:30.559are not happy because of the noise. They're saying
00:39:30.559 -->
00:39:33.179that they're saying there's a lot of particulates
00:39:33.179 -->
00:39:35.519in the air that you know they didn't bargain
00:39:35.519 -->
00:39:38.079for when they bought their property having trouble
00:39:38.079 -->
00:39:41.800maybe selling their property afterwards so you
00:39:41.800 -->
00:39:44.599know this this clean thing that has been sold
00:39:44.599 -->
00:39:47.199to legislatures to begin with about we're going
00:39:47.199 -->
00:39:49.460to use nuclear we're going to use you know renewable
00:39:49.460 -->
00:39:52.780sources That's really kind of not happening now.
00:39:52.800 -->
00:39:55.719They're promising it down the line. What they're
00:39:55.719 -->
00:39:58.980calling this is we start small. You start small.
00:39:59.179 -->
00:40:03.619You start with a smaller thing. You promise what
00:40:03.619 -->
00:40:07.880you have to promise to get the permits and then
00:40:07.880 -->
00:40:11.900off you go with whatever it takes to build them.
00:40:14.219 -->
00:40:17.880Went into this little project and boy, you know,
00:40:17.880 -->
00:40:19.679there's a lot to know about this But I went in
00:40:19.679 -->
00:40:22.340this little project as being skeptical I think
00:40:22.340 -->
00:40:24.840well, you know here we go again people getting
00:40:24.840 -->
00:40:26.920all worked up about what's gonna end up to be
00:40:26.920 -->
00:40:31.460nothing These things are huge and they must they
00:40:31.460 -->
00:40:35.300must be built in order to satisfy the requirement
00:40:35.300 -->
00:40:39.420for people to Have the things that they wish
00:40:39.420 -->
00:40:41.460to have at that point. That's quite a bit or
00:40:41.460 -->
00:40:45.309is this the next calm bubble? Well, I don't know
00:40:45.309 -->
00:40:50.170about that. I mean, I think AI is here to stay
00:40:50.170 -->
00:40:54.110for certain. I mean, and here's something else.
00:40:54.730 -->
00:40:58.010It might make itself stay around. You know, we
00:40:58.010 -->
00:41:00.110might figure out a way to stay around one way
00:41:00.110 -->
00:41:04.449or another. You know, at this point, you have
00:41:04.449 -->
00:41:10.389to really watch AI to use it. Because it really
00:41:10.389 -->
00:41:13.960doesn't think like you do. but it can do things
00:41:13.960 -->
00:41:16.800quickly. It wasn't very long ago there was a
00:41:16.800 -->
00:41:20.619report from the battlefront in Ukraine where
00:41:20.619 -->
00:41:22.900the Russians used one of these and they just
00:41:22.900 -->
00:41:28.340let it go on its own AI generated targeting and
00:41:28.340 -->
00:41:31.699it killed what it wanted to kill without any
00:41:31.699 -->
00:41:34.960intervention from people whatsoever. I think
00:41:34.960 -->
00:41:36.800that's probably a lot more of that going on than
00:41:36.800 -->
00:41:40.659anybody's going to say but you know a Russian
00:41:41.510 -->
00:41:44.670Anything that comes from Russian, built by Russians,
00:41:45.789 -->
00:41:48.590and then it's going to make decisions about who
00:41:48.590 -->
00:41:53.469it's going to kill, bothers me. You know, they
00:41:53.469 -->
00:41:57.469sort of build junk, and have built junk forever.
00:41:57.829 -->
00:42:03.289And anytime we meet Russian hardware on the battlefield,
00:42:03.809 -->
00:42:08.000it ends up in... in the trash heap, they have
00:42:08.000 -->
00:42:10.920to sell it. There's countries that can't buy
00:42:10.920 -->
00:42:13.460our stuff, they're not in our orbit, so they
00:42:13.460 -->
00:42:15.480buy from the Soviets, they buy from the Chinese,
00:42:15.579 -->
00:42:19.239and then we quickly dispatch it for them. But
00:42:19.239 -->
00:42:22.679that may not always be the case, if you steal
00:42:22.679 -->
00:42:25.940this technology, which I hear that the Chinese
00:42:25.940 -->
00:42:28.960are really busy trying to do, and you can't blame
00:42:28.960 -->
00:42:31.000them. If you think you're a step behind, you
00:42:31.000 -->
00:42:34.119better find a way to get in front of this. We
00:42:34.119 -->
00:42:36.900have people that'll give it to them. Unfortunately,
00:42:37.480 -->
00:42:41.360that seems to be the case. We'll come back and
00:42:41.360 -->
00:42:45.199when we do, America does not have to choose between
00:42:45.199 -->
00:42:48.039AI leadership and affordable electricity. The
00:42:48.039 -->
00:42:51.179real choice is whether government writes rules
00:42:51.179 -->
00:42:54.480before the bill arrives or whether it writes
00:42:54.480 -->
00:42:58.079them after. You're listening to Doc G and the
00:42:58.079 -->
00:43:02.980Discussance. The discussion continues in just
00:43:02.980 -->
00:43:07.670a moment. While we take a break, go to docgandthediscussants
00:43:07.670 -->
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00:45:11.349wish your life came with a warning app? Just
00:45:11.349 -->
00:45:14.170a little heads up before something bad happens
00:45:14.170 -->
00:45:26.530So you can have more control Well life doesn't
00:45:26.530 -->
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00:45:28.800 -->
00:45:31.920pre -diabetes does. With early diagnosis and
00:45:31.920 -->
00:45:34.039a few healthy changes, like managing your weight,
00:45:34.360 -->
00:45:36.639getting active, stopping smoking, and eating
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00:46:02.159brought to you by the ad council and its prediabetes
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00:46:30.099awareness partners. For example, when we say,
00:46:30.679 -->
00:46:36.460at the end of the day, it's getting dark outside.
00:46:38.019 -->
00:46:43.539Now, here's Donkey. As I've said before, he's
00:46:43.539 -->
00:46:46.940a pet peeve of mine. Seems like every time I
00:46:46.940 -->
00:46:50.199tune into a news broadcast of any kind, somebody's
00:46:50.199 -->
00:46:51.820- Well, at the end of the day, then he's got
00:46:51.820 -->
00:46:58.190himself. Every gosh - darn time, I've got somebody
00:46:58.190 -->
00:47:02.449saying at the end of the day, like, find something
00:47:02.449 -->
00:47:05.230else to say, just anything to say, you know,
00:47:05.230 -->
00:47:07.710when all is said and done, how about that? You
00:47:07.710 -->
00:47:08.909know, I don't like that. I don't really like
00:47:08.909 -->
00:47:10.929that either. That's a cliche as well. But at
00:47:10.929 -->
00:47:12.829the end of the day, I just can't think anything.
00:47:14.409 -->
00:47:17.630Or when we finish with this process, this is
00:47:17.630 -->
00:47:21.449what you should look. Why not? There's, there's
00:47:21.449 -->
00:47:25.000some people who can't go to sentences without
00:47:25.000 -->
00:47:27.739saying that or... Well, at the end of the day,
00:47:27.900 -->
00:47:32.659I mean, whatever. Of course, then we get all
00:47:32.659 -->
00:47:35.599the help that we need from the professor with
00:47:35.599 -->
00:47:41.780the pet peeve. Well, at the end of the day. So,
00:47:43.199 -->
00:47:47.340let me again, before we get too far into this
00:47:47.340 -->
00:47:52.550segment, join us next time for... the gambling
00:47:52.550 -->
00:47:55.429show, which is something we sort of wanted to
00:47:55.429 -->
00:47:58.670go on the record with. I think that this is going
00:47:58.670 -->
00:48:03.230to creep up quickly and surprise a lot of families.
00:48:03.469 -->
00:48:05.250I think they're going to get surprised. They're
00:48:05.250 -->
00:48:07.460already going to be surprised. with what's going
00:48:07.460 -->
00:48:09.579on. So hang around for that. And then the professor
00:48:09.579 -->
00:48:13.500is going to finish up with the Ozark Music Festival
00:48:13.500 -->
00:48:16.420that we started last Friday. I'm really looking
00:48:16.420 -->
00:48:18.699forward to that because we've got some rock and
00:48:18.699 -->
00:48:23.940roll man rock and roll on a Friday. Yeah. What
00:48:23.940 -->
00:48:27.119we're doing here isn't easy and it's not a whole
00:48:27.119 -->
00:48:32.440lot of fun. I thought that this might be helpful
00:48:32.440 -->
00:48:36.219to people because I didn't really understand
00:48:36.219 -->
00:48:39.239the scale of this thing before I really got into
00:48:39.239 -->
00:48:41.219it. I thought, you know, I think there's some
00:48:41.219 -->
00:48:43.260people out there trying to scare people with
00:48:43.260 -->
00:48:48.380this, and that may in fact be going on, but these
00:48:48.380 -->
00:48:52.460are big. And they consume a ton of power. And
00:48:52.460 -->
00:48:54.519there's really kind of no end in sight. I mean,
00:48:54.619 -->
00:48:57.019this is the start of it. This is the infancy
00:48:57.019 -->
00:48:59.820of it. And we're talking about building a lot
00:48:59.820 -->
00:49:04.019of these data centers. So a new data center can
00:49:04.019 -->
00:49:07.840support. or contract for new generation. I mean,
00:49:07.840 -->
00:49:10.059it can support its own generation or contract
00:49:10.059 -->
00:49:13.280for new. Storage and demand flexibility as well.
00:49:13.619 -->
00:49:17.880During grid emergencies, large loads can curtail
00:49:17.880 -->
00:49:21.739or run approved backup resources instead of forcing
00:49:21.739 -->
00:49:25.519households to observe every shortage. Absorb
00:49:25.519 -->
00:49:29.719is what I should say, not observe. But who's
00:49:29.719 -->
00:49:33.679going to absorb it? When you've got a business
00:49:33.679 -->
00:49:37.659that's contributing this much to the tax base,
00:49:38.019 -->
00:49:41.500providing this many jobs. They've done a lot
00:49:41.500 -->
00:49:45.380of lobbying in state houses and at the federal
00:49:45.380 -->
00:49:48.079level. If they need more electricity, are we
00:49:48.079 -->
00:49:50.199supposed to leave? They're not going to get it
00:49:50.199 -->
00:49:53.079and that they're not going to take it out of
00:49:53.079 -->
00:49:56.199my grid, which is down about, you know, I'm starting
00:49:56.199 -->
00:49:58.420to wonder if I'm living in a third world nation
00:49:58.420 -->
00:50:02.289anyway, sometimes around here. We've been out
00:50:02.289 -->
00:50:04.809without power. It seems like all it takes is
00:50:04.809 -->
00:50:09.530a decent rainstorm and I'm out of power Now I'm
00:50:09.530 -->
00:50:12.170I'm headed out to start up the old generator
00:50:12.170 -->
00:50:16.230and run some you know Electricity or some cords
00:50:16.230 -->
00:50:19.550through the house to plug in our essential stuff
00:50:19.550 -->
00:50:23.610So now I've got a Dana sitter next to me and
00:50:23.610 -->
00:50:26.630if they want the power am I supposed to? Expect
00:50:26.630 -->
00:50:30.349that I'm going to that mine's gonna be untouched
00:50:30.990 -->
00:50:34.469Unless the rules are made correctly, I think
00:50:34.469 -->
00:50:37.289that even if they are, I expect that there's
00:50:37.289 -->
00:50:40.030going to be some problems. Tell me, man, you're
00:50:40.030 -->
00:50:42.710going third world. You are going third world.
00:50:43.090 -->
00:50:45.429It sort of seems like it. I never used to have
00:50:45.429 -->
00:50:49.090this sort of problem with my electricity before.
00:50:50.309 -->
00:50:53.550And not to speaking of that, I sort of want to
00:50:53.550 -->
00:50:58.199finish thoughts here. Not too long ago, I had
00:50:58.199 -->
00:51:02.059to call and I actually had to contact my senator
00:51:02.059 -->
00:51:05.460just to get my mail delivered. Right. Yeah. I
00:51:05.460 -->
00:51:08.119mean, in the United States of America that, you
00:51:08.119 -->
00:51:12.869know, It originated these sorts of services nationwide.
00:51:13.150 -->
00:51:15.769I think the Pony Express was actually better
00:51:15.769 -->
00:51:19.010at getting people their mail than mine was getting
00:51:19.010 -->
00:51:22.329to me. I couldn't believe it. I had to complain,
00:51:22.329 -->
00:51:24.389I don't know how many times, to the local office.
00:51:24.570 -->
00:51:27.750And finally, they said, hey, I guess we'll go
00:51:27.750 -->
00:51:31.769over your head. Well, boy did I ever. And it
00:51:31.769 -->
00:51:33.989got straightened out fairly quick. I haven't
00:51:33.989 -->
00:51:35.469really had a problem for a while, but that's
00:51:35.469 -->
00:51:38.210what it took. to get the mail. You remember in
00:51:38.210 -->
00:51:41.050the dark of night, they're supposed to deliver
00:51:41.050 -->
00:51:43.110it through blizzards and all this kind of, I
00:51:43.110 -->
00:51:46.849couldn't get it on a regular day at noon. It
00:51:46.849 -->
00:51:50.230was always in somebody else's box. It never made
00:51:50.230 -->
00:51:54.780it to mine. That's a whole other show. It's a
00:51:54.780 -->
00:51:58.679problem. Congress is wrestling with the mail
00:51:58.679 -->
00:52:01.500and people not getting their mail for a variety
00:52:01.500 -->
00:52:07.380of reasons, including it being stolen, problems
00:52:07.380 -->
00:52:11.159at the post office, those sorts of things. So
00:52:11.159 -->
00:52:14.780the question here is should existing customers,
00:52:15.219 -->
00:52:19.260should they pay for this speculative demand?
00:52:19.690 -->
00:52:22.750The company requesting electric and water service,
00:52:23.090 -->
00:52:25.730should they bear the cost and risk of facilities
00:52:25.730 -->
00:52:28.789built specifically for it, unless a regulator
00:52:28.789 -->
00:52:32.210can demonstrate a durable public benefit? You
00:52:32.210 -->
00:52:34.710know, on the other side, I don't think that we
00:52:34.710 -->
00:52:37.730should pretend that there's no, you know, upside.
00:52:38.210 -->
00:52:40.929New customers can strengthen a utility system
00:52:40.929 -->
00:52:44.650and lower average costs when contracts are enforceable,
00:52:44.869 -->
00:52:48.090assets are useful, and the customers stay. you
00:52:48.090 -->
00:52:51.309know stays around to use it so you know there's
00:52:51.309 -->
00:52:54.769there's positives and minuses here but I thought
00:52:54.769 -->
00:52:57.070that it's something that people need to know
00:52:57.070 -->
00:52:59.150about and they need to think about and they need
00:52:59.150 -->
00:53:02.969to do their own research about because it's coming.
00:53:03.289 -->
00:53:07.090And we're talking about the very early stages
00:53:07.090 -->
00:53:09.750of this. Now, one thing that I've noticed over
00:53:09.750 -->
00:53:13.250the years is that a lot of times technology fixes
00:53:13.250 -->
00:53:16.070its own problems. What was once a problem in
00:53:16.070 -->
00:53:20.050heat and with needing a lot of power can then
00:53:20.050 -->
00:53:24.610sort of go away when we get better technology.
00:53:24.809 -->
00:53:27.730So technology poses problems, it also fixes them.
00:53:28.250 -->
00:53:31.010Well, that'll be all worked out. Ultimately,
00:53:31.389 -->
00:53:35.469in the meanwhile, the citizenry be damned. Well,
00:53:35.550 -->
00:53:39.110I kind of think that's part of the reason why
00:53:39.110 -->
00:53:42.829some really conservative legislators and governors
00:53:42.829 -->
00:53:46.429are starting to worry because they pushed it.
00:53:46.550 -->
00:53:48.869They really pushed it. They wanted it. They wanted
00:53:48.869 -->
00:53:51.329it. They wanted it. And I think they're seeing
00:53:51.719 -->
00:53:54.760that this could cause us a huge political problem
00:53:54.760 -->
00:54:00.380in fairly short order, unless things are really
00:54:00.380 -->
00:54:05.099well taken care of. And when you say well taken
00:54:05.099 -->
00:54:09.119care of, well taken care of, that is so far fetched
00:54:09.119 -->
00:54:11.900that if it weren't tragic, it would be laughable.
00:54:12.119 -->
00:54:16.519Well taken care of. Yeah, I think so too. I'm
00:54:16.519 -->
00:54:20.099trying to be a touch optimistic here, but It's
00:54:20.099 -->
00:54:22.260like I said a little earlier do I really believe
00:54:22.260 -->
00:54:25.619that I'm not going to be affected if one of these
00:54:25.619 -->
00:54:28.539colossal if these colossal thing moves next door
00:54:28.539 -->
00:54:33.539to me I expect I will be and I expect that it
00:54:33.539 -->
00:54:37.679won't be in any good way so There are roughly
00:54:37.679 -->
00:54:41.239300 data centers here in Texas with at least
00:54:41.239 -->
00:54:44.360a hundred currently under construction with an
00:54:44.360 -->
00:54:47.579additional hundred more planned and the vast
00:54:47.579 -->
00:54:51.639majority are powered by fossil fuels. Texas has
00:54:51.639 -->
00:54:55.039around 80 gigawatts of natural gas power under
00:54:55.039 -->
00:54:58.159construction, and roughly half of those plants
00:54:58.159 -->
00:55:00.960will provide power exclusively to data centers,
00:55:01.320 -->
00:55:04.260without even connecting to Texas' electrical
00:55:04.260 -->
00:55:07.460grid. Some of these approved sites are massive.
00:55:07.840 -->
00:55:10.380One approved site in West Texas is slated to
00:55:10.380 -->
00:55:13.619generate nearly 8 gigawatts alone, making it
00:55:13.619 -->
00:55:16.039the largest proposed data center in the country.
00:55:16.239 -->
00:55:18.900That 8 gigawatts is roughly enough to provide
00:55:18.900 -->
00:55:21.780electricity for more than half the homes in the
00:55:21.780 -->
00:55:25.719state, but that power will be off the grid, solely
00:55:25.719 -->
00:55:28.960for one data center. While this so -called behind
00:55:28.960 -->
00:55:31.559-the -meter strategy can reduce strain on the
00:55:31.559 -->
00:55:34.960grid and might keep electricity prices down for
00:55:34.960 -->
00:55:38.679consumers, it also means more power plants emitting
00:55:38.679 -->
00:55:41.960more harmful pollutants across the state. The
00:55:41.960 -->
00:55:44.079companies building these data centers almost
00:55:44.079 -->
00:55:47.039always promise that they'll use renewables or
00:55:47.039 -->
00:55:49.880nuclear when they announce their projects. But
00:55:49.880 -->
00:55:52.519when you look at the data, most of what's actually
00:55:52.519 -->
00:55:55.579being built right now is powered entirely by
00:55:55.579 -->
00:55:59.099natural gas. It will be at least 2028 before
00:55:59.099 -->
00:56:03.039renewables power AI at any real scale and new
00:56:03.039 -->
00:56:06.239nuclear plants are a decade or more away. So
00:56:06.239 -->
00:56:10.059a decade away even though there's at least 300
00:56:10.059 -->
00:56:14.400of them being built in just Texas. So I really
00:56:14.400 -->
00:56:18.000hope that this helps. our audience to understand
00:56:18.000 -->
00:56:21.820the scale of what's going on out there. It just
00:56:21.820 -->
00:56:24.219depressed me. It's a frustrating thing. I feel
00:56:24.219 -->
00:56:26.679worse than before the show. Yeah, we didn't even
00:56:26.679 -->
00:56:29.639talk about the water usage. Well, we did. A little
00:56:29.639 -->
00:56:32.199bit. Yeah, a little bit, but not not to the degree
00:56:32.199 -->
00:56:36.000that it can happen. So but I thought it was something
00:56:36.000 -->
00:56:40.360everybody's talking about. It can't walk by a
00:56:40.360 -->
00:56:42.739television without some sort of report about,
00:56:42.739 -->
00:56:46.750you know, data centers and This is us trying
00:56:46.750 -->
00:56:50.250to give you a little heads up about maybe what
00:56:50.250 -->
00:56:53.250you should start your own research. Think about
00:56:53.250 -->
00:56:57.530these things for yourself and maybe forecast
00:56:57.530 -->
00:57:01.510what you can do about it. Don't forget, on Wednesday
00:57:01.510 -->
00:57:03.829it's going to be a gambling show. We've got a
00:57:03.829 -->
00:57:05.309lot of young people that are starting to take
00:57:05.309 -->
00:57:07.750on a lot of debt because of gambling. You're
00:57:07.750 -->
00:57:10.130listening to Doc G and the Discusses. This program
00:57:10.130 -->
00:57:14.070is finished. The argument certainly is not. There
00:57:14.070 -->
00:57:17.630are more episodes to hear, more ideas to challenge,
00:57:18.150 -->
00:57:21.409and more opportunities to tell us exactly what
00:57:21.409 -->
00:57:25.769you think. Visit docg and the discussants dot
00:57:25.769 -->
00:57:29.809com. Meet the gang, leave a comment, suggest
00:57:29.809 -->
00:57:33.329a show, drop something into Doc's gripe box,
00:57:33.730 -->
00:57:36.789support the program, check out the sponsorship
00:57:36.789 -->
00:57:40.369opportunities, and while you're there, you may
00:57:40.369 -->
00:57:45.030as well visit the shop. docg and the discussants
00:57:45.030 -->
00:57:48.030.com. We'll see you next time.