In this episode, Ray Cochrane leads with the server farm revolt. Voters rejected data centers in 40 of 41 local ballot measures on November 3, and two days later the Nasdaq had its worst day since April 2025. Additionally, he covers Anthropic’s IPO filing, a made-to-order melanoma vaccine, the finest Mars dust yet, and how voting is like a Klein bottle. – Want to start a podcast? It’s easy to get started! Sign up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Ray Cochrane opens with Halloween. On Saturday, he went out in costume with Delaney, Zach, and Monique. Cochrane and Delaney went as a matching pair of Blue Man Group members, with blue face paint and drumsticks. The photos came out pretty hilarious, and he is still debating whether to share them. He also owns up to the audio on the last episode, which he says was shot. That day, Cochrane spent five or six hours debugging the studio’s audio chain, and he hopes it is finally stable. One big problem was that his headphones didn’t match the exported file. The export came out far quieter than what he heard while recording. Next, he plans to rewire the whole studio, hopefully this weekend, with masking tape labels on everything. Otherwise, life has settled into a slower pace, and he is loving it so far. Dinner that night was grilled venison, which he calls very tender. All the audio work has also pulled him into how audio works under the hood. Lately, he has been playing with Rust and audio software while working through Rust in Action. Compared to other Rust books, he likes how well it leads readers along. So he recommends it to anyone curious about Rust. Voters Turn on Data Centers The lead story comes from CNBC, where MacKenzie Sigalos reported on November 4. Ballotpedia counted 41 local ballot measures about data centers in 10 states on November 3. In official results, data centers lost 40 of them. All 27 measures that set new limits passed, while voters turned down all 13 that would have approved projects. Only Harwood, North Dakota went the other way. There, a proposal requiring expert review and a public hearing before big industrial projects failed 325 to 105. Ohio held 21 of the measures, and data centers lost every one. In Piqua, a ban went into the city charter with about 67 percent of the vote. Piqua voters also recalled three officials who had backed the project. Voter Marty Pollock told Dayton’s WYSO the deal felt like it was done sneakily, under the radar. Cochrane said the voters did well to do their research, especially when leaders seem to work behind their backs with money on the table. Data Centers in the Big Races Data centers also came up in some big races. According to AP results, Democrat Gina Hinojosa beat Texas Governor Greg Abbott by about seven points. She had called for freezing new data centers until lawmakers write statewide rules. Meanwhile, in Ohio, Sherrod Brown unseated Senator Jon Husted after calling him “the face of data centers.” Cochrane is careful not to credit those wins to data centers alone. Still, he sees the same sentiment against AI data centers nationwide. An October poll by ABC News, The Washington Post and Ipsos found 72 percent of Americans don’t want a new one built in their own community. However, The Washington Post reported the issue still came in last of the five that NBC’s exit poll asked about. Cochrane makes a point of not conflating the two. Power Bills and the PJM Auction So why would a town vote against a building full of computers? Electricity comes first. Lawrence Berkeley National Laboratory found US data centers used about 4.4 percent of the country’s power in 2023. By 2028, it projects 6.7 to 12 percent. Much of the eastern US runs on a grid managed by an operator called PJM. Each year, PJM holds an auction that pays power plants to stay available, and that cost lands on household bills. By IEEFA’s count, the price jumped from about $29 to about $270 in one auction, then to about $329. Cochrane calls it a crazy jump, roughly 11 times the old price. PJM’s independent market monitor blamed data centers for 63 percent of that first jump. At a town hall in Prince William County, Virginia, Connor Pike said his family’s bill had climbed to $180 a month. Meanwhile, Ohio regulators now require big new data centers to cover at least 85 percent of the cost of the power they reserve. Water and Tax Breaks Water is the second fight. Many data centers cool their servers by evaporating water, and a large one can go through about 5 million gallons a day. During a drought in Fayette County, Georgia, a data center campus took more than 29 million gallons through meters the county wasn’t billing. The company, QTS, paid a back bill and blamed a county meter error. Tax breaks are the third complaint, and Good Jobs First counts more than 30 states offering them. Moreover, The Register reported Virginia gave up about $1.6 billion in sales tax in 2025 alone. Yet a typical data center there runs on about 50 full-time workers once built, after as many as 1,500 during construction. Cochrane admits he had never looked at it from the tax side before. Supporters point to Loudoun County, Virginia. Data centers sit on about 4 percent of its commercial land, but ITIF says they cover about 38 percent of the county’s main budget. Even so, Cochrane asks whether that money is worth the strain on land, water, and power prices, which he sees as the wider effect. Wall Street’s Worst Day in Months On November 4, the day after the election, the Dow jumped about 1,570 points. According to Yahoo Finance, no day after a midterm had been that good since 1982. Then, on November 5, it all came undone. The Nasdaq closed down 5.5 percent, its worst day since April 2025, and NBC estimated $2.8 trillion in S&P 500 value vanished. Chip stocks led the drop. The Philadelphia semiconductor index fell more than 12 percent, its worst day since March 2020. Nvidia fell about 9 percent, while AMD and Micron each lost about 17 percent. Neoclouds, the younger companies that rent out computing power, fell hard too, with IREN down about 17 percent. Cochrane doesn’t expect the big AI companies to slow down. However, he thinks smaller ones will get pruned as investment tightens, and that might not be a bad thing. He also agrees with Ed Yardeni that the AI bubble hasn’t burst yet. AMD had just reported record data center revenue of $8.5 billion. Still, Cochrane finds it concerning that the company leans on that business to compete with Nvidia. More Votes on the Calendar More votes are already scheduled. On December 1, Clarksville, Arkansas, decides whether to keep city deals for up to $55 billion in data center financing. Then, on December 15, Mandan, North Dakota, votes on banning data centers that draw 25 megawatts or more. Cochrane notes 25 megawatts may be a fairly low bar, and he wants to look into it further. Meanwhile, the energy data firm Cleanview looked at states whose governors have paused new data centers or promised to. By its count, those states hold over 40 percent of the data center capacity planned in the US. Sponsor: GoDaddy Economy hosting $6.99/month, WordPress hosting $12.99/month, domains $11.99. Website builder trial available. Use codes at geeknewscentral.com/godaddy to support the show. Anthropic Files to Go Public on the Nasdaq The headlines start with Anthropic, the company behind the Claude chatbot. On October 26, it said it had publicly filed an S-1 with the SEC, the paperwork that comes before an IPO. Its shares would trade on the Nasdaq as ANT. CNBC reported revenue of about $16.3 billion for the first half of 2026, up from about $1.2 billion a year earlier. An updated filing added about $17 billion for the third quarter alone. It also lists about $895 billion in spending commitments, nearly all of it for computing. That’s roughly seven times the cash and short-term investments Anthropic holds. Additionally, the risk section warns the company may never stay profitable, and that its fight with the Pentagon and the Trump administration could cost it revenue. Cochrane thinks Anthropic made the right choice standing by its ethics in that fight, and he calls the backlash insane. Investors are split, and the Kalshi odds of a listing by November 30 fell from 84 to 60 percent in a single day. His advice to anyone thinking of buying in is simple: do your research. Arm Explains What AI Agents Need From Chips Arm laid out what AI agents need from computer chips in an explainer on its newsroom. Drawing on AI director Laurence Moroney, it breaks an agent’s job into four steps: figure out the goal, make a plan, act, then review. In Arm’s view, the chips, memory, software, and outside tools must all stay in step. From an outside view, Gartner forecast in June 2025 that companies will drop more than 40 percent of their agentic AI projects before 2027. Cochrane can see why. As people hand more and more work streams to AI tools, he says, they lose track of what that work is doing. So he expects companies to refocus on their core products. Arm also reported record quarterly revenue of $1.44 billion on November 4. However, Invesco reported its royalties rose only 8 percent, short of expectations, and the stock fell about 13 percent the next day. To Cochrane, that helps explain the drop, since Arm counts on royalties from AI data centers. Amazon Builds One Front Door for Cloud Apps Amazon Web Services announced ECS Gateway on October 20. ECS is Amazon’s service for running containers, apps packed with everything they need. Until now, teams built each app’s entrance by hand, with a load balancer, an HTTPS certificate, and firewall rules.