Clayton Morris: Blackouts & Water Shortages, Tech Overlords Build AI Dystopia & Crush Resistance

**Tucker Carlson** (0:04)
Clayton Morris, thank you so much for doing this. A lot of us have been focused on the AI slash data center story from a badly informed tech perspective, trying to answer the question, you know, will machines become our masters? Is this the end of the human race? But there's another component to the story which may be bigger, and it has to do with the physical world, the demands of AI on that world, and the short-term implications for the rest of us.
Because of the construction of these data centers, and you have been on this more than anyone I know, so can you just frame the way that you're looking at AI in data centers? Why is it important?

**Clayton Morris** (0:42)
Well, I think it's so important for these communities. You're seeing, if we step back, there's so much math involved in this. And, you know, I would say that every real estate story is all local. So it's all, you know, different what's happening in New York from what's happening in Texas right now, what's happening in Quincy, Washington or Homer City, Pennsylvania. Like it's all different, but it's all of the same, you know, it's all of the same animal, so to speak. And so we are, I, I don't even think we're at the beginning of this because there's so much discussion about AI, just flip on CNBC or Bloomberg or anything. It's AI everywhere. We're going to hit an AI bubble. We haven't even started this build out for AI data centers across the United States. And I honestly think we're at the precipice of a major transformation for humanity. And we won't know for years whether it's good or bad. There were studies done on Google, the Google effect back in like 2011, you know, our kids like outsourcing their ability to search for things to Google.
Like think about how funny that is now, in hindsight, all these years later. But we are, I think, at the beginning of this build out, we haven't even begun to see the thousands of data centers and the way that this is going to change humanity for good and bad. And I think that anyone who says they know for sure doesn't know. And I think a lot of these companies that are spending $500 billion, we just got word that Nvidia is going to take out credit in order to build out massive amounts of infrastructure. So this is like a new phase of this now, not even their own money, it's going to be a credit story, borrowing money at enormous sums from Wall Street in order to build out this infrastructure. So just at like a micro level, if you just think about communities and what it means to just you and I, it means right now increased prices for kilowatt hours just to run your home. It means increased prices at the grocery store just to get additional groceries because the cost of everything has gone up. It means water shortages across the United States. We're already seeing it. We're already seeing its effects on ranchers.
So it's so big and there's so many pieces of this. You've got the robotics piece of this, which is the human robotics layer. So AI will of course be involved in every level of robotics, which is going to be as if you listen to Elon Musk, and I believe he's a very smart person. He says that his Tesla robotics division is going to be the biggest product in human history, his optimist robots. So if you take him at his word, or even if half of his word is true, and that's just one company, the human robotics element of this is going to be absolutely massive. And of course, then the AI, the compute power that will be layered inside of that hardware, is the requirements for that are going to be astronomical. And that's just one piece of it. Every company that exists right now, just about every company is incorporating AI.
It's like the AI that you don't see, that I think is in many ways the most invasive of all of this. So for instance, Zoom, like you and I are talking right now on Zoom. Well, they recently sort of shifted to becoming really an AI productivity company in many ways. That's their focus now. Forget being just like, hey, we're going to have a meeting over Zoom.
Now, they've added in a take notes feature, which can use AI and basically take notes for you during your meeting. And now their focus is AI. So AI being built into everything you can think of.

**Tucker Carlson** (4:23)
May I ask you to pause and ask a question? So just to take Zoom as an example. So Zoom, again, being this software program that allows people to speak on video conferencing between each other anywhere in the world.