Balancing Faith and Fear: Speculation Surrounds the $3 Trillion Global Data Center Surge

Global investments in artificial intelligence are yielding remarkable figures, with approximately $3 trillion (£2.3 trillion) allocated to data centers.

These immense facilities serve as the backbone for AI applications like OpenAI’s ChatGPT and Google’s Veo 3, driving the training and functioning of technologies that have attracted billions from investors.

Although there are worries that the AI boom might lead to a bubble poised to burst, indicators of such a downturn are currently absent. Recently, Nvidia, a Silicon Valley AI chip manufacturer, became the first company to reach a valuation of $5 trillion, while Microsoft and Apple each hit a $4 trillion valuation for the first time, marking a historic moment. OpenAI’s restructuring now appraises it at $500 billion, with Microsoft’s investment exceeding $100 billion. Projections suggest a potential $1 trillion surge as early as next year.

Moreover, Google’s parent company Alphabet announced $100 billion in revenue for a single quarter, driven by an increasing demand for AI infrastructure. Apple and Amazon also recently reported robust results.

Trust in AI extends beyond the financial sector; local communities housing the AI infrastructure are equally invested.

In the 19th century, the demand for coal and steel determined Newport’s trajectory. Today, Welsh towns are looking forward to a fresh era of growth generated by the latest global economic transformation.

At the site of a former radiator factory on the outskirts of Newport, Microsoft is constructing a data center to cater to the tech industry’s increasing demand for AI.

Microsoft is constructing a data center at Imperial Park near Newport, Wales. Photo: Dimitris Regakis/Athena Pictures

While standing on the concrete floor where thousands of buzzing servers will soon be installed, Dimitri Batrouni, the Labour leader of Newport City Council, remarked that the Imperial Park data center represents an opportunity to delve into the economy of the future.

“In a city like mine, what should we do? Should we dwell on the past in hopes of reviving the steel industry and bringing back 10,000 jobs? That’s not feasible. Or should we embrace the future?” he stated.

Yet, despite the current optimistic outlook regarding AI, uncertainties linger concerning the sustainability of spending in the tech sector.

The top four players in the AI industry (Amazon, Meta, Google, and Microsoft) are ramping up their AI spending. Over the upcoming two years, they are expected to invest more than $750 billion in AI-related capital expenditures, covering not just data centers and staff, but also the chips and servers they contain.

This expenditure is highlighted by the American investment firm Manning & Napier, which describes it as “nothing too remarkable.” The Newport facility alone could demand hundreds of millions of dollars. Recently, Equinix, based in California, announced intentions to invest £4 billion in a central hub in Hertfordshire.

Joe Tsai, chairman of the Chinese e-commerce giant Alibaba, cautioned in March that the data center market was beginning to exhibit signs of oversupply. “We’re starting to observe the early stages of a potential bubble,” he commented, referencing projects that finance constructions without securing commitments from prospective clients.

There are already 11,000 data centers globally, representing a 500% increase over the past two decades, and more are on the horizon. The means of funding this expansion raises concerns.

Analysts from Morgan Stanley predict that worldwide spending on data centers will approach $3 trillion by 2028, with $1.4 trillion of that anticipated from cash flow generated by large US tech firms known as “hyperscalers.”

Consequently, $1.5 trillion will need to be sourced from alternative means, such as private credit, which has been increasingly scrutinized by institutions like the Bank of England. Morgan Stanley estimates that private credit could cover more than half of the funding shortfall. Meta Inc. utilized private credit markets to raise $29 billion for an expansion of a data center in Louisiana.

Gil Luria, the head of technology research at DA Davidson, described investments in hyperscalers as a “healthy” aspect of the current boom, while labeling the remainder as “speculative assets devoid of customers.”

He noted that the debt being utilized could lead to repercussions extending beyond the tech sector if the situation deteriorates.

“Providers of this debt are so eager to invest in AI that they may not have adequately assessed the risks associated with a new and unproven category reliant on assets that depreciate quickly,” he indicated.

“We are in the initial phase of this influx of debt capital, but if it escalates to hundreds of billions of dollars, it could ultimately present structural risks to the global economy.”

Hedge fund founder Harris Kupperman noted in an August blog that data centers: depreciate at twice the rate of revenue generation.

The $500 billion Stargate project in Abilene, Texas, involves a collaboration between OpenAI, SoftBank, and Oracle. Photo: Daniel Cole/Reuters

Supporting this expenditure are heightened revenue forecasts from Morgan Stanley, which estimates that income generated from AI innovations such as chatbots, AI agents, and image generators could grow to $1 trillion by 2028 from $45 billion last year. To substantiate these revenue projections, tech firms are counting on enterprises, the public sector, and individual users to generate sufficient demand for AI and fund it.

OpenAI’s ChatGPT, a landmark product of the AI wave, currently boasts 800 million weekly active users. This statistic is a boon for optimists. However, concerns have arisen regarding user acquisition. For instance, investor confidence in the AI surge took a hit in August when the Massachusetts Institute of Technology released a study indicating that 95% of organizations reported zero return on investment from generative AI projects.

According to the Uptime Institute, which inspects and evaluates data centers, many projects go unconstructed, suggesting that some are part of a hype cycle and fail to materialize.

“It is crucial to understand that much of this is speculative,” stated Andy Lawrence, the Uptime Institute’s executive director of research. “Frequently, many data centers announced with great excitement are either never built or are only partially constructed and developed progressively over a ten-year span.”

He further added that numerous data centers unveiled as part of this multitrillion-dollar initiative “will be specifically designed for or primarily intended to support AI workloads.”

Microsoft has pointed out that its Newport data center will not solely serve AI. Data centers form the core for AI systems like ChatGPT and Microsoft’s Copilot but also cater to everyday IT tasks many take for granted (like managing email traffic, storing company files, and supporting Zoom calls) as providers of “cloud” services, where companies lease servers rather than purchasing them outright.

“The infrastructure has multiple applications, making it highly versatile,” explained Alistair Speirs, general manager of Microsoft’s cloud operations.

However, various large-scale projects are completely committing to AI. The US Stargate initiative is a $500 billion partnership among OpenAI, Oracle, and SoftBank, with plans to establish a network of AI data centers throughout the U.S. A British counterpart will also be set up in North Tyneside, in the northeast of England. Microsoft is constructing the most powerful AI data center in Fairview, Wisconsin, and is backing a dedicated AI site in Laughton, Essex, while Elon Musk’s xAI is developing a colossal project in Memphis, Tennessee.


Construction of an estimated 10GW of new data center capacity worldwide—equivalent to around a third of the UK’s electricity demand—is expected to commence this year, as reported by the property group JLL. However, this represents total maximum capacity, as data centers generally operate around 60% of their capacity.

JLL projects another 7GW will be completed this year.

The growth rate is swift, with current global data center capacity standing at 59GW, and Goldman Sachs forecasting capacity will double by the end of 2030. This expansion will elevate the costs related to the infrastructure, necessitating $720 billion in grid investments to satisfy that energy demand, according to Goldman.

Mike O’Connell, a construction safety specialist from Newport, has returned as a consultant at the Newport facility. With a career spanning oil rigs, offshore wind farms, and data centers globally, he returned to his hometown, now a tech hub filled with data centers and semiconductor firms.

“My aim is to remain within my local community,” he stated. Mr. O’Connell’s teenage grandson is embarking on his career at the Newport site as an electrical apprentice. There is optimism that such a data center will offer generational employment opportunities for the area.

Investors and tech giants are committing trillions of dollars in investments with hopes for long-term returns.

Source: www.theguardian.com

I Felt It Was My Destiny: Social Media Rumors Sparked Pregnancy Speculation, Leading to Unforeseen Consequences

I cannot recall the exact moment my TikTok feed presented me with a video of a woman cradling her stillborn baby, but I do remember the wave of emotion that hit me. Initially, it resembled the joyous clips of mothers holding their newborns, all wrapped up and snug in blankets, with mothers weeping—just like many in those postnatal clips. However, the true nature of the video became clear when I glanced at the caption: her baby was born at just 23 weeks. I was at 22 weeks pregnant. A mere coincidence.

My social media algorithms seemed to know about my pregnancy even before my family, friends, or doctor did. Within a day, my feed transformed. On both Instagram and TikTok, videos emerged featuring women documenting their journeys as if they were conducting pregnancy tests. I began to “like,” “save,” and “share” these posts, feeding the algorithm and indicating my interest, and it responded with more content. But it didn’t take long for the initial joy to be overtaken by dread.

The algorithm quickly adapted to my deepest fears related to pregnancy, introducing clips about miscarriage stories. In them, women shared their heartbreaking experiences after being told their babies had no heartbeat. Soon, posts detailing complications and horror stories started flooding my feed.

One night, after watching a woman document her painful birthing experience with a stillbirth, I uninstalled the app amidst tears. But I reinstalled it shortly after; work commitments and social habits dictated I should. I attempted to block unwanted content, but my efforts were mostly futile.

On TikTok alone, over 300,000 videos are tagged with “miscarriage,” and another 260,000 are linked under related terms. A specific video titled “Live footage of me finding out I had a miscarriage” has garnered almost 500,000 views, while fewer than 5 million have been dedicated to women giving birth to stillborns.

Had I encountered such content before pregnancy, I might have viewed the widespread sharing of these experiences as essential. I don’t believe individuals sharing these deeply personal moments are in the wrong; for some, these narratives could offer solace. Yet, amid the endless stream of anxiety-inducing content, I couldn’t shake the discomfort of the algorithm prioritizing such overwhelming themes.


“I ‘like,’ ‘save,’ and ‘share’ the content, feeding it into the system and prompting it to keep returning more”…Wheeler while pregnant. Photo by Kathryn Wheeler

When discussing this experience with others who were also pregnant at the same time, I found shared nods of understanding and similar narratives. They too recounted their personalized concoctions of fears, as their algorithms zeroed in on their unique anxieties. Our experiences felt radical as we were bombarded with such harrowing content, expanding the range of what is deemed normal concern. This is what pregnancy and motherhood are like in 2025.

“Some posts are supportive, but others are extreme and troubling. I don’t want to relive that,” remarks 8-month-pregnant Cerel Mukoko. Mukoko primarily engages with this content on Facebook and Instagram but deleted TikTok after becoming overwhelmed. “My eldest son is 4 years old, and during my pregnancy, I stumbled upon upsetting posts. They hit closer to home, and it seems to be spiraling out of control.” She adds that the disturbing graphics in this content are growing increasingly hard to cope with.

As a 35-year-old woman of color, Mukoko noticed specific portrayals of pregnant Black women in this content. A 2024 analysis of NHS data indicated that Black women faced up to six times the rate of severe complications compared to their white counterparts during childbirth. “This wasn’t my direct experience, but it certainly raises questions about my treatment and makes me feel more vigilant during appointments,” she states.

“They truly instill fear in us,” she observes. “You start to wonder: ‘Could this happen to me? Am I part of that unfortunate statistic?’ Given the complications I’ve experienced during this pregnancy, those intrusive thoughts can be quite consuming.”

For Dr. Alice Ashcroft, a 29-year-old researcher and consultant analyzing the impacts of identity, gender, language, and technology, this phenomenon began when she was expecting. “Seeing my pregnancy announcement was difficult.”

This onslaught didn’t cease once she was pregnant. “By the end of my pregnancy, around 36 weeks, I was facing stressful scans. I began noticing links shared by my midwife. I was fully aware that the cookies I’d created (my digital footprint) influenced this feed, which swayed towards apocalyptic themes and severe issues. Now with a 6-month-old, her experience continues to haunt her.

The ability of these algorithms to hone in on our most intimate fears is both unsettling and cruel. “For years, I’ve been convinced that social media reads my mind,” says 36-year-old Jade Asha, who welcomed her second child in January. “For me, it was primarily about body image. I’d see posts of women who were still gym-ready during their 9th month, which made me feel inadequate.”

Navigating motherhood has brought its own set of anxieties for Asha. “My feed is filled with posts stating that breastfeeding is the only valid option, and the comment sections are overloaded with opinions presented as facts.”

Dr. Christina Inge, a Harvard researcher specializing in tech ethics, isn’t surprised by these experiences. “Social media platforms are designed for engagement, and fear is a powerful motivator,” she observes. “Once the algorithm identifies someone who is pregnant or might be, it begins testing content similar to how it handles any user data.”


“For months after my pregnancy ended, my feed morphed into a new set of fears I could potentially face.” Photo: Christian Sinibaldi/Guardian

“This content is not a glitch; it’s about engagement, and engagement equals revenue,” Inge continues. “Fear-based content keeps users hooked, creating a sense of urgency to continue watching, even when it’s distressing. Despite the growing psychological toll, these platforms profit.”

The negative impact of social media on pregnant women has been a subject of extensive research. A systematic review examining social media use during pregnancy highlights both benefits and challenges. While it offers peer guidance and support, it also concludes that “issues such as misinformation, anxiety, and excessive use persist.” Dr. Nida Aftab, an obstetrician and the review’s author, emphasizes the critical role healthcare professionals should play in guiding women towards healthier digital habits.

Pregnant women may not only be uniquely vulnerable social media consumers, but studies show they often spend significantly more time online. A research article published in midwife last year indicated a marked increase in social media use during pregnancy, particularly peaking around week 20. Moreover, 10.5% of participants reported experiencing symptoms of social media addiction, as defined by the Bergen Social Media Addiction Scale.

In the broader context, Inge proposes several improvements. A redesigned approach could push platforms to feature positive, evidence-based content in sensitive areas like pregnancy and health. Increased transparency regarding what users are viewing (with options to adjust their feeds) could help minimize harm while empowering policymakers to establish stronger safeguards around sensitive subjects.

“It’s imperative users understand that feeds are algorithmic constructs rather than accurate portrayals of reality,” Inge asserts. “Pregnancy and early parent-child interactions should enjoy protective digital spaces, but they are frequently monetized and treated as discrete data points.”

For Ashcroft, resolving this dilemma is complex. “A primary challenge is that technological advancements are outpacing legislative measures,” she notes. “We wander into murky waters regarding responsibility. Ultimately, it may fall to governments to accurately regulate social media information, but that could come off as heavy-handed. While some platforms incorporate fact-checking through AI, these measures aren’t foolproof and may carry inherent biases.” She suggests using the “I’m not interested in this” feature may be beneficial, even if imperfect. “My foremost advice is to reduce social media consumption,” she concludes.

My baby arrived at the start of the year, and I finally had a moment to breathe as she emerged healthy. However, that relief was brief. In the months following my transition into motherhood, my feed shifted yet again, introducing new fears. Each time I logged onto Instagram, the suggested reels displayed titles like: Another baby falls victim to danger, accompanied by the text “This is not safe.” Soon after, there was a clip featuring a toddler with a LEGO in their mouth and a caption reading, “This could happen to your child if you don’t know how to respond.”

Will this content ultimately make me a superior, well-informed parent? Some might argue yes. But at what cost? Recent online safety legislation emphasizes the necessity for social responsibility to protect vulnerable populations in their online journeys. Yet, as long as the ceaseless threat of misfortune, despair, and misinformation assails the screens of new and expecting mothers, social media firms will profit from perpetuating fear while we continue to falter.

Do you have any thoughts on the issues raised in this article? If you would like to submit a response of up to 300 words for consideration in our Letters section, please click here.

Source: www.theguardian.com

After Years of Speculation, Science May Have Discovered a Genuine Hangover Remedy

Scientists don’t need reminding that hangovers are unpleasant. Excessive alcohol intake can trigger a cascade of headaches, nausea, fatigue, and inflammation.

While the long-term health hazards of alcohol consumption are well-known, it’s surprising that research on hangovers is quite limited.

“When I searched for ‘hangovers’, I found about 600 articles since 1945,” notes Professor J Leigh Leasure, who maintains a database of biomedical and lifestyle research. “It’s astonishing how little has been explored on this topic.”

Leasure, a neuroscientist at the University of Houston studying the effects of alcohol, is among the researchers striving to enhance our understanding of this unclear condition.

As a participant, she has experimented with various hangover remedies—from traditional eggs and bacon to electrolytes, vitamin mixes, and caffeine infusions.

High-Intensity Exercise to Sweat Out Hangovers

Meanwhile, some individuals tackle their hangovers through high-intensity workouts. Whether it’s a run or a spin and kettlebell class, the goal remains the same: to sweat out the “toxins” from the previous night.

“Interestingly, many people swear by sweating it out,” says Leasure.

In 2024, she and her colleagues released their first study examining whether exercise can alleviate hangover symptoms. Published in the journal Addictive Behavior, the research involved approximately 1,600 university students who had experienced at least one hangover in the past three months.

Participants completed a survey regarding their alcohol consumption, activity levels, and the frequency and severity of hangovers.

Some findings were unsurprising: increased drinking correlated with more severe hangovers.

However, the study also revealed that students who engaged in intense exercise during the previous three months reported fewer and less severe hangovers compared to those who were less active.

It’s worth mentioning that this was a retrospective study. The students were not tested in a controlled setting, so the results should be viewed with some caution.

This study suggests that vigorous exercise might generally mitigate the worst hangover effects, rather than alleviating them in the immediate aftermath.

Read more:

Reduced Inflammation from Elevated Endorphins

There’s reason to believe that training after a hangover can be beneficial. Endorphins released by rigorous exercise act as natural painkillers, which could help alleviate headaches.

One study indicates that high-intensity exercise is particularly effective at boosting endorphin production compared to lighter workouts.

Leasure posits that exercise may also have anti-inflammatory properties.

“One prevailing idea is that alcohol, especially in large amounts, elevates short-term inflammation, while exercise tends to counteract this,” she explains.

Research has shown that regular exercise can reduce the likelihood of chronic inflammation. In 2023, Harvard Research identified one mechanism involving the release of regulatory T cells that modulate the body’s inflammatory response.

Earlier studies suggest that moderate exercise for just 20 minutes can trigger an anti-inflammatory response.

However, don’t expect to break personal records on your morning run. While exercise can help with hangovers, the hangover itself can impair performance, says Leasure.

“As one might expect, hangovers don’t improve athletic performance. Research indicates they make physical activity more challenging.”

One significant idea is that alcohol increases inflammation, while exercise has the opposite effect – Illustrated Credit: Jamie Coe

Another unexpected finding emerged from Leasure’s study.

“There is a substantial body of literature examining the connection between exercise and alcohol consumption,” she states. “Physically active individuals tend to drink, which seems somewhat paradoxical.”

One theory from Leasure and her colleagues suggests that people often have a debit and credit mindset regarding health. Engaging in unhealthy habits like drinking might lead some to compensate by pursuing healthier activities, such as an intense workout on a Sunday morning.

As this study continues, the effects on hangovers will become clearer.

About Our Experts

Professor J Leigh Leasure is a neuroscientist and associate professor in the Department of Biology and Biochemistry, focusing on the effects of alcohol at the University of Houston in the United States. She has published in multiple scientific journals including Alcohol, Neuroplasticity, and Alcoholism: Clinical and Experimental Research.

Read more:

Source: www.sciencefocus.com

What lies on the other side of a black hole? (Speculation included)

One of the most astonishing scientific discoveries of the past decade is the abundance of black holes in the universe.

These black holes come in a range of sizes, from slightly larger than the Sun to billions of times more massive. They are detected through various methods, such as radio emissions from material falling into them, their impact on orbiting stars, gravitational waves from black hole mergers, and the unique distortions of light they create, like the “Einstein rings” seen in images of Sagittarius A*, the supermassive black hole at the center of the Milky Way.

Our universe is not flat but filled with holes like a sieve. The physical characteristics of black holes are accurately described by Einstein’s theory of general relativity.

Although Einstein’s theory aligns well with our current knowledge of black holes, it fails to address two crucial questions. First, what happens to matter once it crosses the event horizon of a black hole? Second, how does a black hole eventually disappear? Theoretical physicist Stephen Hawking proposed that, over time, black holes shrink through a process called Hawking radiation, emitting high-temperature radiation until they become very small.

These unanswered questions are related to quantum aspects of space-time, specifically quantum gravity, for which we lack a comprehensive theory.

An attempt at an answer

Despite these challenges, there are evolving tentative theories that offer some insights into these mysteries. While these theories require further experimental support, they provide possible explanations for the fate of black holes.

One prominent theory in this realm is loop quantum gravity (LQG), a promising approach to understanding quantum space-time developed since the late 1980s. LQG proposes a novel scenario where black holes transition into white holes, where the interior evolves under quantum effects, causing a reversal of its collapse.

White holes, the hypothetical opposites of black holes, may hold the key to understanding the fate of evaporating black holes. These structures could potentially explain the enigmatic nature of dark matter, offering a compelling link between well-established principles of general relativity and quantum mechanics.

Same idea but in reverse

While the direct detection of white holes remains challenging due to their weak gravitational interactions, technological advancements may enable future observations. If dark matter indeed comprises remnants of evaporating black holes in the form of white holes, this hypothesis could shed light on the elusive nature of dark matter.

By reevaluating long-held assumptions about black holes and incorporating quantum gravity phenomena, we may uncover a more nuanced understanding of these cosmic phenomena. The evolving field of quantum gravity offers a fresh perspective on the dynamics of black holes and the potential existence of white holes as remnants of their evaporation.

Next steps

Exploring the implications of white holes and their possible role in dark matter formation requires further research and technological advancements. As we continue to refine our understanding of black holes and quantum gravity, we may unlock new insights into the fundamental nature of our universe.

Source: www.sciencefocus.com

US Congress passes bill targeting TikTok, prompting ban speculation | Tick-tock

The House of Representatives passed a bill requiring TikTok owner ByteDance to sell the platform or risk a complete ban in the US. The Senate quickly followed suit, and the bill was signed by Joe Biden the next day.

This move poses a significant threat to TikTok in the US, especially since a previous ban in Montana was ruled unconstitutional and never enforced.

Here’s what you need to know about the bill, the possibility of a TikTok ban, and its implications for the platform’s 170 million US users.

Is the US really trying to ban TikTok and why?

The bill passed by the House is part of an ongoing political battle over TikTok, a platform that has seen massive growth since its launch in 2017. Lawmakers are concerned about data privacy and censorship issues related to TikTok’s Chinese parent company.

Despite TikTok’s assurances about data storage and access, lawmakers remain skeptical, leading to the recent legislation.

Various attempts to regulate TikTok in the US have been made, culminating in the recent bill passing in the House.

Does this bill really ban TikTok?

Under the bill, ByteDance must divest from TikTok within 165 days to avoid a ban. App stores could face penalties for hosting TikTok if the divestiture does not occur.

Supporters argue the bill offers ByteDance an opportunity to avoid a ban by selling TikTok to non-Chinese companies.

TikTok disputes this, claiming uncertainty about the sale’s approval and completion within the specified timeframe.

How did we get here?

Past bans and restrictions on TikTok, including efforts by former President Trump, have laid the groundwork for the current situation. Montana and other states have previously attempted bans, but legal challenges have prevented enforcement.

Recent demands from the Treasury Department raised concerns, leading to the development of the current bill.

How will the TikTok ban be enforced?

Enforcing a ban on TikTok faces technical and legal challenges due to the decentralized nature of the internet. Methods like blocking IP addresses could be circumvented using VPNs.

To fully restrict TikTok, the US would need to adopt stringent internet restrictions used by countries like China.

Who supports a possible TikTok ban?

Most Republicans and the Biden administration back the bill, with President Trump’s stance evolving over time. Efforts to ban TikTok have garnered bipartisan support.

Despite some opposition, the bill’s supporters believe it is crucial for national security and data privacy concerns.

Who opposes the TikTok bill?

TikTok vehemently opposes the bill and urges the Senate to reject it. Some lawmakers and civil rights groups argue the bill threatens free speech rights and could set a dangerous precedent.

Opponents of the bill emphasize the need for comprehensive social media regulation rather than targeting specific platforms like TikTok.

What will happen to TikTok in the future?

The bill still faces hurdles in the Senate, and its enforcement could be complex. TikTok’s lobbying efforts and legal challenges could impact the bill’s implementation.

Even if passed, legal challenges may arise, similar to previous bans that were blocked on constitutional grounds.

Source: www.theguardian.com