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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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CNET

Xbox Mode for Windows 11: Why You Need This Update

Microsoft finally bridged the gap between PC and console. From a unified game library to improved performance, here’s how the new native Xbox Mode transforms your humdrum PC into the ultimate couch-gaming machine. Read more about it on CNET.com Xbox Mode Brings Full-Screen Interface to All Your Windows 11 Gadgets Microsoft’s Next Xbox Console Is…

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Microsoft finally bridged the gap between PC and console. From a unified game library to improved performance, here’s how the new native Xbox Mode transforms your humdrum PC into the ultimate couch-gaming machine.

Read more about it on CNET.com
Xbox Mode Brings Full-Screen Interface to All Your Windows 11 Gadgets
Microsoft’s Next Xbox Console Is for Real, and It’ll Play PC Games, Too
ViVeTool GUI

0:00 Intro to Xbox Mode in Windows 11
0:12 How to Activate Xbox Mode
0:19 Experiencing the Xbox Interface on PC
0:30 Recommended Settings: Launch on Startup
0:36 Comparing to Steam’s Big Picture Mode
0:42 Unified Game Shell: Steam, Epic, and Ubisoft Integration
0:51 Manually Adding Games to Your Library
1:00 Quality of Life Improvements and Navigation
1:10 Quick Menu and System Status
1:20 Performance Boost: Reclaiming System RAM
1:28 Quick Resume with Task Switcher
1:34 How to Exit Xbox Mode
1:43 Final Thoughts and Update Availability
2:00 Pro Tip: Using ViveTool for Missing Updates

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#xbox #xboxmode #gaming #gamingvideos #videogames #windows11 #pcgaming #pcgamer #pcgames

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Science & Technology

The F1 Paddock Has Become a Leading Place for Startups to Land a Deal

Founders and investors — the rich and the richer — increasingly mingle within a scene in search of deals. But we’re not talking about AI conferences, a Silicon Valley hub, nor a spot beside DC power brokers. It’s F1 races, and all the celebration and excess that surround them.

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Founders and investors — the rich and the richer — increasingly mingle within a scene in search of deals. But we’re not talking about AI conferences, a Silicon Valley hub, nor a spot beside DC power brokers.

It’s F1 races, and all the celebration and excess that surround them.

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Science & Technology

Amazon’s Steve Schmidt on AI agents gone rogue (Live at HumanX) | Equity Podcast

AI may be changing how companies build, but it’s also changing how they get attacked, often by their own tools. Amazon Chief Security Officer Steve Schmidt has watched threat actors at every skill level get sharper, faster, and harder to contain. The risk he’s most focused on, however, isn’t coming from outside the firewall. On…

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AI may be changing how companies build, but it’s also changing how they get attacked, often by their own tools. Amazon Chief Security Officer Steve Schmidt has watched threat actors at every skill level get sharper, faster, and harder to contain. The risk he’s most focused on, however, isn’t coming from outside the firewall.

On this episode of TechCrunch’s Equity podcast, we’re bringing you a conversation Rebecca Bellan had with Schmidt at the HumanX conference in San Francisco. The two dug into what AI is already doing to the threat landscape and how Amazon is rethinking identity, containment, and human oversight to keep agents in check.

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

Chapters:
00:00 Intro
01:05 How AI is leveling up threat actors at every skill level
02:16 The internal risk: shadow AI and the “open Claude on your laptop” problem
04:44 Agentic identity and why Amazon traces every action back to a human
07:18 Guardrails as an attack surface
09:50 Containment architecture: why agents should never run free
12:42 Human-in-the-loop and contingent authorization at Amazon
14:58 Security advice for startups: know what you have, label it early
18:35 Do startups actually need a CISO?
19:29 Outro

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