Concrete Compute copertina

Concrete Compute

Concrete Compute

Di: Brian Lampert
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The machines, megawatts, and money behind AI. A daily briefing on the AI infrastructure buildout: hyperscaler capex, datacenter construction and colocation, the power and grid fights that decide where compute gets built, cooling and electrical supply chains, and the financing behind it all. Concrete Compute covers the politics of the buildout without joining a team, and asks the question the press releases skip: what does the community hosting the campus actually get? Hosted by Brian Lampert. AI-voiced, human-built. Nothing here is financial advice. Also from Brian Lampert: Quickly Quantum and Space Stakes.© 2026 Brian Lampert Politica e governo
  • Indiana Nuclear Evaluation Centers Conditional Amazon Power Deal — October 20, 2026
    Oct 20 2026
    • AEP signs 960-MW Indiana nuclear pact with Amazon, X-energy — Utility Dive
    • Google expands partnership with Entergy Arkansas — DCD
    • NVIDIA Runs Record Simulation of Fault-Tolerant Quantum Computing — NVIDIA Newsroom

    Source links

    • powermag.com

    Source links

    Concrete Compute is an AI-voiced podcast, built and run by a real person. Nothing in this episode is financial advice.

    Follow Concrete Compute: subscribe on YouTube · Apple Podcasts · Spotify

    More from Brian Lampert: Quickly Quantum, the daily quantum computing briefing, and Space Stakes, the business of the new space race. Transcripts and every episode: concrete-compute.kngoworld.chatgpt.site.

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    13 min
  • Microsoft Power Pact Raises Who-Pays Question — October 19, 2026
    Oct 19 2026

    Today’s episode looks at a reported drone strike targeting a VK data center and the distinction between service availability and confirmed facility damage. We also cover Microsoft’s long-term Indiana power agreement, LS Electric’s equipment contract, and a demonstration of optical PCIe.

    • VK data center near St. Petersburg, Russia, struck by drone — DCD
    • Microsoft signs 20-year power deal with Indiana utility NiSource — DCD
    • LS Electric signs power-distribution deal — finance.biggo.com
    • Optical PCIe extends the reach of AI rack design — Data Center Knowledge

    Concrete Compute is an AI-voiced podcast, built and run by a real person. Nothing in this episode is financial advice.

    Follow Concrete Compute: subscribe on YouTube · Apple Podcasts · Spotify

    More from Brian Lampert: Quickly Quantum, the daily quantum computing briefing, and Space Stakes, the business of the new space race. Transcripts and every episode: concrete-compute.kngoworld.chatgpt.site.

    Mostra di più Mostra meno
    10 min
  • Who Pays When the Anchor Tenant Walks? — October 18, 2026
    Oct 18 2026

    Microsoft’s reported exit from an Nscale data-center deal raises questions about the Loughton project’s customer commitments and power timeline. The episode also covers Anthropic’s Point Tupper lease, voter concerns in Indiana, and opposition to data centers described by EL PAÍS English.

    • Nscale Faces Setback as Microsoft Exits Data Center Deal — GuruFocus
    • Anthropic Leases Nova Scotia Data Center in First Canadian Deal — BigGo Finance
    • Hoosiers displeased with Trump and Braun in new Indiana voter poll — Indiana Public Radio
    • ‘Water is for people!’: Voters across party lines push back against data centers ahead of the midterms — EL PAÍS English
    • AI credit pricing and hyperscaler stocks — @zerohedge on X

    Source links

    • q106fm.com
    • zerohedge.com

    Concrete Compute is an AI-voiced podcast, built and run by a real person. Nothing in this episode is financial advice.

    Follow Concrete Compute: subscribe on YouTube · Apple Podcasts · Spotify

    More from Brian Lampert: Quickly Quantum, the daily quantum computing briefing, and Space Stakes, the business of the new space race. Transcripts and every episode: concrete-compute.kngoworld.chatgpt.site.

    Mostra di più Mostra meno
    11 min
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