KMAG DAILY THREAD 20260722 AI DATA CENTERS

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Again this is going to be very rough since I do not have time to do any editing, however I wanted to look at AI Data Centers since I have run into a massive anti-AI campaign. Many of the wild stories I am hearing sound like a Chinese (or British) Disinfo-op.

I view AI like I do nuclear. It can be a blessing (power stations) or a curse (bombs.) However there is no putting the genie back into the box so we need to harness it for good.

https://post.substack.com/p/against-claudefishing

I find this a balanced approach to AI. H/T barkerjim(@barkerjim): “Building trust in the AI age”

From President Trump.

https://truthsocial.com/@realDonaldTrump/posts/116924979201330474

TEXT:

Donald J. Trump @realDonaldTrump

One of the biggest Driving Forces in the Future for Jobs, are Data Centers. They are big, strong, bold, and Money Machines for the State in which they are built. Governor Kathy Hochul, for political reasons, has terminated all Data Centers being built, or to be built, in New York State. These Companies are now being sought in Alabama, Florida, Texas, Arizona, and many other States. Both the Taxes and the Jobs amount to LIQUID GOLD! New York State has made a terrible decision. All of this Income, and other Benefits, will be going to Red States, and some Blue, where Data Centers are sought as Cash Cows, with Lower Taxes and Record Setting Jobs. They must pay for their own Water and Power, and any leftover goes back to the State and local Community. Data Centers are tremendous WINS for the States and Communities that are lucky enough to get them. New York should change its Policy, IMMEDIATELY. The Radical Left Dumocrats must not be allowed to cause us to lose Data Centers, AI, and all of this incredible new Technology, to China, and other countries!

President DONALD J. TRUMP

https://truthsocial.com/@realDonaldTrump/posts/116938511106455297

TEXT:

Donald J. Trump @realDonaldTrump

Newly declassified documents show that over a period of years starting during the 2020 election cycle, the People’s Republic of China carried out what is believed to be the largest compromise of election data in history — resulting in China’s illicit acquisition of 220 million U.S. voter files.

That information includes names, addresses, phone numbers, political party preferences, and other sensitive data that would be needed to register to vote, and engage in other nefarious activities.

This data loss presents an unprecedented election security nightmare. The intelligence even shows that China assigned a data exploitation unit specifically to this new project.

https://www.whitehouse.gov/election-integrity

This is important because 220 million voter files is pretty much the entire US voting base. According to Brave AI “..the U.S. Census Bureau estimates about 168 million registered voters, while the U.S. Election Assistance Commission reports more than 209 million active registrations on state rolls…”

Why do I bring up these stolen voter rolls? Because China is now using AI to analyse them and no doubt using other stolen data to build a profile of every American voter.

From Badlands:
China Preps Massive AI Buildout Plan, Framed as Part of a US-China Technological Arms Race

China is preparing a roughly 2 trillion yuan ($295 billion) investment over the next five years to build a nationwide network of interconnected data centers and computing hubs.

The effort is designed to rapidly scale domestic AI infrastructure, support the development of frontier AI models, and position China to lead in a technology widely viewed as strategically decisive for economic productivity, surveillance, military applications, and industrial competitiveness through the 2030s.

The plan prioritizes Chinese suppliers—including Huawei—for at least 80 percent of core technology, notably AI chips, explicitly aiming to displace foreign providers such as Nvidia and AMD and accelerate the maturation of domestic alternatives.

This data-center push forms a central element of Beijing’s broader “Six Networks” infrastructure mobilization, which integrates computing capacity with power, water, and other foundational systems under state direction and financing.

It represents an aggressive, centrally coordinated response to U.S. advantages in AI hardware and hyperscale investment, seeking to lock in long-term technological self-reliance and shift the global balance in advanced compute resources.

Burning Bright: Beijing’s move to mobilize roughly 2 trillion yuan — nearly $300 billion — over the next five years for a nationwide network of interconnected AI data centers is being sold, predictably as the opening barrage of the next great power contest.

The plan, we’re told sits inside a larger ‘Six Networks’ mobilization that fuses computing power with electricity, water, communications and logistics, while on the American side, the hyperscalers are answering with their own staggering numbers, with Amazon, Google, Meta and Microsoft alone guiding toward $600–700 billion in combined capex for 2026, much of it pouring into data-center and AI infrastructure, even as power constraints seem readily apparent.

The surface-level narrative suggests an arms race between Washington and Beijing for frontier models and the industrial base that will deploy them, and yet, I believe this apparent contradiction actually ratifies the Sovereign Alliance between Donald Trump and Xi Jinping, with each leader deliberately leaning into the rivalry narrative because it supplies the other with the precise Narrative Shielding required to accelerate down a path whose true destination is not model supremacy, but the build-out of the infrastructure of the Golden Age itself.

What the Collective Mind can presently grasp — and what capital markets can price in — is ‘AI versus AI.’

But the deeper architecture requires energy abundance at sovereign scale and the physical rails that will carry human extension and augmentation into the next civilizational epoch, with the current generation of models is simply the rudimentary, investable endpoint that justifies pouring sovereign and private capital into that larger paradigm.

Trump’s AI Action Plan and related executive orders (most of them from 2025) are framing the effort in national security terms while simultaneously advancing the nuclear and permitting reforms that make AI-scale power possible.

Xi’s parallel national push is doing the same in keeping with China’s own sovereignty doctrine.

Both are executing Warp Speed buildouts.

In other words, the models are the justification layer; the energy and computing mesh is the actual payload.

Again, an AI infrastructure sprint demands one resource above every other: abundant, reliable and ultimately decentralized power.

That is also the non-negotiable precondition of the Age of Abundance the Sovereign Alliance has been telegraphing for years — replete with a nuclear renaissance, gargantuan data centers and the on-shoring of critical manufacturing, all set against the backdrop of the broader disentanglement from scarcity-based control systems narratives like the Iran War and the collapse of the Green New Deal in the West are facilitating.

The ‘AI Arms Race’ between the world’s two largest economies therefore functions simultaneously as both Narrative Shielding and as a Translation Layer.

I am not so sure I agree with Burning Bright. I do not trust China AT ALL!

And to go along with it in the same Badlands substack:

DOE Releases Finalized Fusion Science and Technology Roadmap to Accelerate Commercial Fusion Power

The U.S. Department of Energy has released its finalized Fusion Science and Technology Roadmap, a comprehensive national strategy to accelerate the development and commercialization of fusion energy.

The plan targets the deployment of fusion pilot plants and commercial fusion power in the mid-2030s through coordinated efforts across science, technology, infrastructure, workforce development, and commercialization.

The roadmap was developed with input from more than 800 scientists and engineers from over 15 private companies, 10 national laboratories, and 70 universities.

It is organized around three core pillars: building critical infrastructure to close materials and technology gaps; driving innovation through advanced research, high-performance computing, and artificial intelligence; and expanding the domestic fusion ecosystem via public-private partnerships, supply chain strengthening, workforce growth, and commercialization pathways.

It will be implemented through DOE’s newly established Office of Fusion and aligns with the department’s Genesis Mission.

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TRANSCRIPT


Doug in Exile: Ladies and gentlemen, this is the brilliant lady who got her urgent message to Trump. Katherine Herridge is the one who did the investigative reporting that exposed China, but not just exposing China and their involvement in the election, how they’re using AI. They’re using high technology to massively affect our elections. This has very long-reaching repercussions going forward. Here’s Katherine Herridge, watch this.

Katherine Herridge: China is one of the biggest collectors of data on the planet. So, if you take that 220 million voter rolls and you combine it with something called the SF86, those are the security clearance applications that were compromised back in 2015, 22 million files, and then you combine it with all of the health information that’s been hacked, you can really build this kind of digital composite of an individual, and you can use that for you know, voter registration fraud, you can use that for identity theft, and significantly, you can also use it to recruit American citizens to your efforts. So, it’s not just about the collection of the data around the vote.

Doug in Exile: It’s espionage. That is huge, guys. This is terrifying. I’m going to show you First of all, don’t be scared, cuz the answer is, of course, America has to beat China on the AI war, which now you can see how it affects our elections. You want us to have powerful AI. Here’s Dave Sachs, watch this. Dave Sachs is kind of making the logical conclusion out of the stuff. He says, “This is concerning. For the first time, a Chinese model, the Kimi K3, has taken number one on the front-end code arena and is scoring at or near the frontier on other benchmarks.” So, I’ll just translate this for you. It is the smartest compute in the world, the smartest AI in the world. That makes it the most effective, most aggressive is now China, the number one list. I’ll show you the list in just a minute. Let me finish this up.

Meanwhile, America is tying itself in knots. Politicians and bureaucrats are banning new data centers. You guys have heard this. You can’t let these data centers in, it’s ruining our water, our farmland, not in my neighborhood. China’s the one funding all of that sentiment to get you to think that it’s dangerous. Piling on state regulations, pushing for new federal agencies to pre-approve frontier models. This is how you lose the AI race. The rest of the world won’t play by our rules if we bog ourselves down. Permissionless innovation is how America won the internet and became the technological envy of the world. We can do it again with AI while addressing risks in a targeted way, or we’ll watch our lead evaporate. And remember guys, the only way you can fight Chinese AI with all of your social security, all of your login codes for your email, credit card information, the dossier they build about you, the only way you can fight it is with a more powerful AI generated in America to defend us. AI beats their AI, but right now they’re winning.

Here’s big news, Kimi K3 is now number one in the front-end code arena with 1679 points, surpassing Claude Fable 5. So, look, all this is, it shows the arena here. Number one AI in the world is this Kimmy K3. This is the Chinese one. Next one down, Claude Fable 5. These are like owned by Microsoft, Google, you know, Chat GTP and all those. Here’s Chat GTP 5.6, GLM, Claude Opus, and then here’s Grok owned by Elon Musk down here. Number six, in the amount of compute they can actually do. And I’ve used most of these programs. I do a ton of AI I work. It’s how I was able to beat the internet on all the Mitch McConnell stuff.

Now, I’m just going to show you one more time. This is the I have the link in the description if you guys want to do your own research on these documents that were released. You’re going to go here to the whitehouse.gov. There’ll be a link down there. And like you go down here to this is vulnerabilities in electronic voting and ballot counting systems. And you can go down here and you can download these files in a zipped-up folder. And you can look at the PDFs that were released by Trump yourself. Let’s keep going.

Here’s Liz Harrington. According to the CIA in 2020, Venezuela created virtual machines to replicate legitimate voting machine results, then substitute manipulated data while making votes appear to originate from legitimate machines. This sounds exactly like what happened in Fulton County in 2020. So, now do you see how manipulating data can affect our elections? And it’s too bad we didn’t have better AI. Here’s a guy who actually sits on the board of of AI and making the case why our elections have to be secured by better technology. Watch this.

” I don’t think the president left any gray area or area for interpretation. This was about getting the save act passed. It was the last thing he said. But let me just address some of what you said, Brian. It is a different era now than it was in 18 or in 20. This is massively different. I sit on the advisory board of two quantum cybersecurity companies and know something about this. AI and the threat of hacking using modern AI technology has made all of our systems, both public and private, more vulnerable than they have ever been. We know, it’s been proven both by our own intelligence agencies as well as the private sector, that China has been data farming, harvesting data, both public and private, from the United States, from US citizens. Data they cannot even access yet until their cyber techniques enable them to do so. It is a different threat today than it was in 2020, in 2018, and that’s part of why the president was so forward-looking. We didn’t hear the moaning and complaining and kvetching, if you will, to use a very New York term, about what happened in the past. This was raising alarms about what could happen in the future. The threat is different. The threat is very real.

Doug in Exile: Well, and a big way around this really would be voter ID. On paper really would resolve a lot of this. But wait, there’s more. Remember the Democrat Party is trying to convince you the opposite of what this guy just said. They’re trying to convince you that your elections are secure because they want them to be insecure. This is Chris Krebs from 2020. He said former United States Director of the Cybersecurity and Infrastructure Security Agency, he said the 2020 election was the most secure in American history. There was no evidence that any voting system deleted or lost votes, changed votes, or was in any way compromised. We now know, through this evidence, that’s a lie. Here’s John Solomon on the big breakthrough. He was the big one who really figured this out, that on our presidential daily briefs, Trump, all the information about China was hidden from Trump.

John Solomon: Well, listen, I talked to the intelligence chiefs in the last few days as we got prepared for this. It’s very important to understand, the president said this tonight, every intelligence chief vetted this speech. They made sure it was accurate. They told me they had never had been briefed on the size of the breaches, the 230 million Americans, the 220 million Americans whose data was stolen, that they considered a security breach. How many times have you on your network ever reported that five countries are capable of hacking our election machines? When is the last time you reported that Venezuela actually succeeded in breaching a machine which has implications for our future security? You haven’t because it was never made public. It has not been made to Congress, has not been told to the president in the past. We checked the presidential daily briefs. Our president was kept from this information. Now we have a chance to fix a glass chin of election security, make the ’26 election more secure.

Doug in Exile: Yeah, this is future-minded stuff, gang. Now here’s Secretary Mark Wayne Mullen talking about what he’s going to do.

Mark Wayne Mullen: I’ll be giving remarks on DHS’s efforts to support election security in the Indian Treaty Room at the EEOB at 11:00 Eastern time today. And then finally, we’re going to wrap up with Catherine Herridge who started this whole show. Big picture, China and the Communist Party collects massive amounts of data buying, stealing, or hacking to exploit vulnerabilities. President Trump said tonight the CCP’s operations obtained 220 million voter records. This is a security breach. This can be used for fraudulent voter registration, identity theft, targeting US citizens for recruitment by China.

Doug in Exile: Now you guys know the AI tech angle that no one else, no other channel is covering, so I hope you’ll reward us with a subscribe to get more of this kind of need-to-know information. If you want to know more about this information, then make sure that you check out this video on the unexpected twist that Mark Wayne Mullen reveals about the media working with China.

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Promethian Action’s Section on Data Centers.

ROUGH TRANSCRIPT I tried to get the speakers correct but I did not have time to go back and check on either of these videos.

PLEASE READ! I think this is the best discussion of AI that I have seen.

88:00

Adam: Thank you, Susan. Thank you, Barbara. And thank you, Susan Hogan, for joining us every week. I’m sure you’re getting our newsletter already. Thank you. , I’m jumping around in the super chats here. I want to take this one on data centers and flock cameras because this is coming up. So, thank you Eevee Funk. And I’m going to take this one here from number eight from our email newsletters. So, Eevee says, “Data Center Trump’s post, people not happy. very unpopular with both sides here in the here in Georgia. Georgia power [is] using eminent domain, seizing land, increasing costs, sucking up all the power, water, environment, and noise. Can you all provide some clarity?

And I’m going to pull this one from Streamyard … Ann says, “Americans do not want the data centers or flock cameras. Why does Trump not do anything to protect our freedom to move about the country without surveillance? This looks bad for him and all these tech companies and other billionaires belong to the group that means to control our country and our world. People are losing hope in Trump.”

Well, not everyone. “He needs to stand up and make this right and get rid of the surveillance data centers and tracking cameras are every move. And don’t let big tech control our country.” Thank you for your questions and concern and thank you Eevee Funk. Barbara and Susan your thoughts on this very popular issue at the moment.

Barbara Boyd: Well flock cameras will be litigated in court. I’m sure that’s what’s going to happen. Because to the extent that you have criminal cases based on the ability to see someone going somewhere to do something bad most certainly the lawyers for that criminal are going to be raising that on fourth amendment grounds. These are local decisions. And the police power in our country except for federal crimes actually exists with the state and that’s something people don’t take into account.

They assume the president can just do something on a national basis and overrule a state’s decision in the area of criminal justice or something else. That’s not so easy to do. We gave the states a whole lot of power for these particular situations. The same thing is true in terms of the architecture, I’ll put it, of the data centers. How eminent domain functions. How your electric bills are charged. The regulatory aspect of that primarily rests with the states. I live in the data center capital of the world uh Virginia, you can’t go an inch here without seeing a data center. Something that used to be pure country, 5 years ago is now data center, data center, data center, data center.

There’s a couple of myths out there. One is they’re not using a whole lot of water. Two, the way that Trump is talking about it, he wants them to actually be built, with their own power sources, i.e. They’ve got to set up their own electrical plant to get the permitting for this on a large basis, not on a state basis, but on a federal basis. Whether he can override what a state is deciding in terms of how they’re going to do this around the enforcement of eminent domain and other things, that’s again a legal question which he’s going to have to look pretty hard at. But his idea of doing this is to have the data centers actually build their own electrical inputs and take it off the grid because he says if we do this on a national basis, the grid isn’t even capable of handling it. That’s the result of of complete lack of infrastructure which has gone on for years and years and years. [Thanks to the Global Warming Psy Op. meant to hamstring the USA. – GC] So I understand that this is a big issue.

I think the key issue, the most critical issue which I think the president is fixated on is how is this going to all impact jobs? You know, what is the shift going to be in terms of jobs? Obviously, people who went to school and were told to learn to code as their future are probably going to be driven out of jobs in what was called by Obama the knowledge economy. That was the whole paradigm which we had during the Obama administration. People were laid off in manufacturing. We killed everything sent everything that was building something overseas to be built. And essentially what’s now happening is all the people who are were engaged in writing software or engaged in other [parts of] the knowledge economy so-called are being directly challenged by AI, because AI can in some respects do that a little bit better in that particular area of the economy.

So the question then becomes what are the jobs of the future? And that’s really depends on how we’re envisioning the future economy. And I look at all of this stuff as basically a kind of a way of generating fear in the population so that they get blinded to the real problem which is how does this actually impact the workforce of the future and what should my kid be doing now to assure that he makes a living. That’s the real challenge of the transition we’re going through. It’s a huge transition. People compare it to the industrial revolution. Those of us who are optimists also look at that and see that each of these major economic revolutions actually end up creating more jobs and more creativity if we actually navigate it the right way. So that’s how I’d answer this relatively complex field between state power under the constitution and federal power and how these things are actually going on right now.

Susan Kokinda: Yeah. Let me address another aspect of this because there’s an implicit assumption well it’s explicit I think in in the other question that we had, [That] data center equals surveillance state therefore all data centers mean we’re going to fascism. Well honestly to me that’s like saying this is a gun you can use it to shoot your wife therefore all guns will be used to shoot your wife. it’s just not the way that it works. Data centers [like] any technology can be used for good or ill.

The question is what what is the direction of your country? What is the intention of your president? You know, and the idea that because Donald Trump thinks that we need to have data centers so that we don’t fall behind China, which is a very real issue, means that he supports a complete surveillance state right out of 1984. It is just a it’s just a lazy argument.

I mean, people really have to sort of take a beat and put themselves in the real world because what the essence of psychological warfare again is in this sort of one-dimensional world where this equals that, therefore, if you’re for this, you are that, and your hair catches on fire. Rather than what is the world we’re actually living in? We’re living in a world where artificial intelligence is not going to be put back in the genie bottle. And as this president and JD Vance and many other people have made very clear, imagine a world in which China is way ahead of us in artificial intelligence. Think of that in terms of our defense. Think of that in terms of cyber attacks on our economy. Think of that in terms of the more positive side, you know, which is your ability to produce more, which you can if used properly. [If] you use artificial intelligence for advanced machine tooling, you still have a trained machine toolist who has to know how to use that. And by the way, those trained machine toolists make a quarter of a million dollars, right? Using AI to be more productive, to have greater dominion over nature. Now, is there a layer of the population of the people in that business who probably have a very different idea in terms of what to use AI for in terms of the surveillance state? Of course, there is. But, you know, and someone in the in the chat said, “Well, why doesn’t Trump express his concerns on this?” He has. [laughter] You’re just not, paying attention to what he’s saying. you’re paying attention to the explosion on the internet.

He’s made clear you can’t have data centers if they’re going to suck off local power. He’s made clear there are dangers and challenges in terms of AI, which is why he’s got whole sections of his administration working on this to make sure that there are the proper guard rails where it can actually be used in a way that benefits the country as opposed to not. Now, in terms of data centers, and again, these are direct local decisions. No, I don’t think it makes any sense to put one in some suburban area’s backyard, like here in Michigan, we have lots of brownfield sites, old industrial sites, which probably cost a little bit to clean up, which is maybe why some of your AI companies don’t want to do that. But, you could put through zoning kinds of things. you’re going to build one of these things, you got to provide your own power and you build it in a brownfield site, not in some suburban backyard or completely destroying the entire rural area of a county. But those discussions, to the extent that the federal government is involved in those discussions, they’re taking place to the extent that the state governments are in charge. [So] you better pay attention to your midterm elections and make sure that you have serious people who are getting elected to your legislatures your governor’s offices and so on so that they can make serious decisions not we’re banning all data centers forever and ever, in which case we’re all going to be speaking Chinese probably in a generation.

But how do we actually manage this important new technology in a way that does not hurt your population but still benefits the needs of the nation?

100:05 Adam: Thank you Barbara. Thank you Susan. . I have a few things to say on this because I am a computer native person. I think first off everyone says people don’t want data centers. Well, you know, people’s habits don’t really support that idea at all. The fact is that people are just spending more and more time on these devices.

There’s your data center.

Anything connected to the internet means data center. And we’re only increasing the amount of internet connected devices we have in the world. And that means we simply need more data centers. I’m always talk about Boston Dynamics, but I want to bring up Boston Dynamics again because again, first off, it’s an American company that’s 100% American ingenuity, but also they have really cool tech demos, probably the best robotic tech overall in the world right now. I know there are other players doing different things but let me just play this because all the data center infrastructure is also going to be supporting this which is literally robotics, and is about to be hitting society like a huge wave. Let me just play this one here for the spot robot.

[GO TO AROUND 101:00 for some really cool robot videos… I WANT ONE! -GC]

Don’t. All right. And one more really short clip here. [snorts] >> [applause] >> I mean, look at that first one. Isn’t that better than some poor Amazon or UPS driver having to sweat their balls off? [laughter] You know, it was 117 degrees real feel here yesterday in Michigan and there’s poor people out there delivering crap to people’s doors.

Yeah, you see the people just throwing boxes or Amazon packages across the thing. [laughter] Um, so thank you uh Ebie, thank you very much for sending

Liberty Bell says and I’m with her. It would nice to have a robot that cleans windows and scrub floors. Amen, [laughter]

Guys. That’s coming soon. So right now the work is being done on the dexterity of the hands. I could pull up other tech demos. So you have these companies that like have done all the tendons like the the arm works like on a tendon system like your fingers and the dexterity of these things are wild. So yeah, this is all coming very soon and it all has to be powered by data centers….