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The $580 Billion Data Center Boom | Equity Podcast

A new report from the International Energy Agency (IEA) shows that $580 billion will be spent globally on AI data centers in 2025 alone. This is $40 billion more than will be spent on new oil supplies — leading us to conclude that data centers are the new oil fields. But is this a net…

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A new report from the International Energy Agency (IEA) shows that $580 billion will be spent globally on AI data centers in 2025 alone. This is $40 billion more than will be spent on new oil supplies — leading us to conclude that data centers are the new oil fields. But is this a net positive for the environment or just a different kind of resource drain?

On TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Rebecca Bellan dig into what this spending shift means for the energy grid, climate tech, and whether taxpayers should be footing the bill for Big Tech’s infrastructure ambitions.

Listen to the full episode to hear about:

The anti-AI disclaimer at the end of Pluribus

Israeli AI agent startup Wonderful’s massive $100 million Series A, and why customer service might be the killer app for AI agents

Swedish autonomous vehicle company Einride’s SPAC deal — yes, SPACs are back — and whether its electric truck business can carry the autonomous pod dream

Why OpenAI’s CFO walked back comments about government “backstops” for data center loans, and what the company is actually asking for from the CHIPS Act

The rise of government spyware targeting journalists and activists, and why mobile phone design makes it nearly impossible to detect

How China-backed hacking groups like Salt Typhoon are “pre-positioning for sabotage” in critical infrastructure worldwide

Disclaimer: This podcast was (also) made by humans

Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

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2 Comments

2 Comments

  1. @LiquidAIWater

    November 16, 2025 at 6:55 pm

    The reality is they are dumping these data centers anywhere they can secure cheap power without any consideration of local communities. They are ignoring the communities water and power needs and local politicians are clueless as to what future demand might be on these communities.
    Unless AI wants an ugly backlash, there has to be a talk about geographical considerations that don’t put local communities at risk just because there is some cheap available electricity.

  2. @ipolog

    November 19, 2025 at 8:04 am

    If site selection continues to focus solely on cheap power, the result will be stressed infrastructure and rising resistance at the local level. Long-term expansion depends on models where communities actually benefit instead of feeling burdened.

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Science & Technology

A Cosmologist’s Guide to the End of the Universe | Katie Mack and Debbie Millman | TED

How does studying the end of time change your perspective of life on Earth? Cosmologist and TED Fellow Katie Mack joins designer and podcaster Debbie Millman to talk about the story of the cosmos — from the Big Bang’s ancient light still glowing across the universe to the five ways it might all come to…

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How does studying the end of time change your perspective of life on Earth? Cosmologist and TED Fellow Katie Mack joins designer and podcaster Debbie Millman to talk about the story of the cosmos — from the Big Bang’s ancient light still glowing across the universe to the five ways it might all come to an end — plus what aerobatic flying taught her about staying present. (Recorded at TEDNext 2025 on November 10, 2025)

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CNET

The Foldable iPhone Twists Apple Into a Strange Position

Apple’s rumored foldable phone raises many questions before it even launches. Where does it fit next to the standard iPhone and the iPhone Pro line? What should Apple learn from Samsung’s years of experience? And is this actually a phone, or something closer to a tiny iPad? Scott Stein and Iyaz Akhtar break it all…

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Apple’s rumored foldable phone raises many questions before it even launches. Where does it fit next to the standard iPhone and the iPhone Pro line? What should Apple learn from Samsung’s years of experience? And is this actually a phone, or something closer to a tiny iPad? Scott Stein and Iyaz Akhtar break it all down.

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Could Your Next Apple Phone Be a Foldable? Here’s What We Know About the iPhone Ultra or iPhone Fold

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CNET

Voicemail Deepfakes Are Getting Scarily Better

Deepfakes aren’t just poorly generated AI videos anymore. Some of them can be really convincing audio clips, emails, and more. CNET reporter Katelyn Chedraoui spoke with experts about the newest wave of AI voicemail scams and even tried to see if she could fool her sister with an AI voice deepfake. Check out the full…

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Deepfakes aren’t just poorly generated AI videos anymore. Some of them can be really convincing audio clips, emails, and more. CNET reporter Katelyn Chedraoui spoke with experts about the newest wave of AI voicemail scams and even tried to see if she could fool her sister with an AI voice deepfake. Check out the full video on YouTube.

Video Credits:
Host: Katelyn Chedraoui
Scripted by: Katelyn Chedraoui
Producer: Numi Prasarn
Camera: Carly Marsh
Video Editor: Jon Gomez

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#ai #deepfake #proveit #scamprotection #scams

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