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VOICE ARCHIVE

John Kostyack

@kostyack
10 posts
2026-02-20
@evanhalper.bsky.social on one of the most important developments in the US power sector: the tech industry's push to power data centers without a grid connection.  The effect of this fossil gas buildout is massive damage to the climate & local air and water w minimal regulatory or public input.
2026-02-20 View on X
Washington Post

Tech companies are increasingly building private power plants to fuel off-grid data centers, a move some warn has reliability challenges and hurts climate goals

Tech companies are building data centers with their own private power plants, a risky bet that will increase carbon emissions and other pollution.

2026-01-07
Hmm, the Trump regime says here “communities know what's best for them, and the Administration is clear that local infrastructure decisions remain with states and localities.”  In its EO issued just 2 months ago, it said it will sue any state that fails to support its “AI dominance” agenda.
2026-01-07 View on X
Wall Street Journal

As data center development puts pressure on power grids, US officials propose requiring data centers to power down or switch to a backup as blackout risks rise

Power-grid operators are asking tech companies to supply their own electricity or go dark at times, but many are pushing back

2025-12-29
Using fossil fuels to power data centers is bad for your lungs & wallets, especially if the fossil fuels are burned behind-the-meter with aeroderivative turbines (jet engines) & diesel generators.  But developers can't wait for grid connections & modern turbines, so brace yourselves.
2025-12-29 View on X
Financial Times

US data center developers, facing grid access wait times of up to seven years, are turning to aeroderivative turbines and diesel generators to power the AI boom

Two industries I follow closely converged in an unexpected way this week: aviation and data centres. … Adil Mohammad : ⚡ What does it actually take to power an AI revolution?  ⚡  —...

2025-12-28
Using fossil fuels to power data centers is bad for your lungs & wallets, especially if the fossil fuels are burned behind-the-meter with aeroderivative turbines (jet engines) & diesel generators.  But developers can't wait for grid connections & modern turbines, so brace yourselves.
2025-12-28 View on X
Financial Times

US data center developers, facing grid access wait times of up to seven years, are turning to aeroderivative turbines and diesel generators to power the AI boom

Supply chain shortages drive developers to use smaller and less efficient power sources to fuel AI power demand

2025-10-22
Meta's massive data center complex is being financed with the largest private debt offering in history.  The “debt yielded 6.58% at issue, a level more common in junk bonds.”  [embedded post]
2025-10-22 View on X
Reuters

Meta forms a JV with Blue Owl to fund the $27B, 2GW Hyperion data center in Louisiana, its largest ever private capital deal; Meta will retain a ~20% equity

Meta (META.O) has struck a $27 billion financing deal with Blue Owl Capital to fund its biggest data center project globally …

2025-10-19
To understand the AI and data center boom, it's important to know both the role of “zero-revenue” companies and the opaque and largely unregulated Wall Street financing vehicles that make them possible.  [embedded post]
2025-10-19 View on X
Wall Street Journal

A look at some US energy companies linked to AI infrastructure, such as Sam Altman-backed Oklo, whose stocks have soared despite having little to no revenue

Concept stocks with no revenue have soaring valuations  —  Forget about the froth in tech valuations.  The real excess might be building up in energy stocks. X: @aaronback . Linked...

2025-09-30
Bloomberg has done a deep dive on the impacts of data centers on affordability of electricity.  Analyzing data from 25,000 nodes used by seven regional transmission authorities, it finds data centers are causing large and rapid rate increases. www.bloomberg.com/graphics/202...
2025-09-30 View on X
Bloomberg

Analysis: US wholesale electricity now costs as much as 267% more for a single month than it did in 2020 in areas located near significant data center activity

Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers.  That's being passed on to customers.

2025-03-29
With his acquisition of X by xAI yesterday, Elon established that his Twitter purchase in 2022 resulted in $11B in lost value.  It also gave us another reminder that Elon's niche on AI is training his models on all that deeply informative X content. www.theverge.com/news/638933/ ...
2025-03-29 View on X
CNBC

Elon Musk says xAI acquired X in an all-stock deal valuing xAI at $80B and X at $33B; xAI was reportedly in talks to raise funds in February at a $75B valuation

Elon Musk said on Friday that his startup xAI has merged with X, his social network, in an all-stock transaction that values …

2025-03-09
Whistleblower Wynn-Williams: as it was touting free speech, Meta worked behind the scenes to build a censorship system for China (including helping w surveillance of Hong Kong FB users & quashing Guo Wengui's dissent). @naominix.bsky.social www.washingtonpost.com/technology/ 2...
2025-03-09 View on X
Washington Post

SEC whistleblower complaint: an ex-executive who is launching a book alleges Facebook built a censorship system for the CCP in a bid to enter China in the 2010s

Meta went to extreme lengths, including developing a censorship system, in a failed attempt to bring Facebook to millions …

2025-01-19
Whistleblower files complaints about Amazon's alleged concealment of antitrust issues with acquisition of AI company.  “I can't imagine what it would be like to live in a world where AI is used to calcify all of the most monopolistic elements in society.” www.washingtonpost.com/technology/ 2...
2025-01-19 View on X
Washington Post

A whistleblower complaint claims Amazon paid $380M for licensing robot maker Covariant's tech and hiring its staff, and the deal merits antitrust scrutiny

www.washingtonpost.com/technology/ 2... John Kostyack / @kostyack : Whistleblower files complaints about Amazon's alleged concealment of antitrust issues with acquisition of AI com...