Ognyan Georgiev

站在今天看，俄罗斯这波操作，属于手握着一把天胡的牌打得稀烂。 如果不出兵乌克兰，今天全球AI的牌桌上，除了中美，大概率真得坐着一个俄罗斯。 搞AI、跑大模型，底层逻辑就是“吃电、散热、堆机器”。这两年全世界的数据中心老板都在为电费和机房降温发愁。俄罗斯属于老天爷喂到饭：西伯利亚开窗就是纯天然顶级空调；境内水电、核电、天然气很便宜，当年挖矿的都选西伯利亚。 另外俄罗斯人的数学和算法也强，各大国际编程竞赛，Kaggle机器学习竞赛常被俄国人屠榜。全世界除了中美，俄罗斯也搞出了自己完整的互联网生态：搜东西有Yandex，社交有VK，还有Telegram。现在在美股被炒上天的算力黑马Nebius，核心班底就是原先Yandex那帮俄罗斯人。 如果疫情后俄罗斯出地皮、出冷气、出便宜电，再拉着中国这种基建狂魔帮忙拉高压电网、建厂房、铺光纤，欧美资本开服务器工厂。俄国人完全可以成为欧亚大陆最大的“超级算力工厂”，中美神仙打架，它在中间两头收过路费。 结果呢？普京一拍大腿：不行，我得去抢那几块地。 普京的脑子，彻底停留在了19世纪沙皇俄国那种“开疆拓土”的旧梦里。什么有没有出海口啊，有没有所谓的军事缓冲带啊，就算抢方法也多的是，这可这是21世纪啊！现在的世界霸权争夺，抢的是半导体供应链，抢的是先进算法，抢的是高精尖人才。你去顿巴斯抢了几片烂泥地、几座废弃钢铁厂，代价却是把整个国家的未来都押了上去。 枪声一响，一切全崩了。稍微有点本事的程序员、算法工程师，连夜跑路。Yandex核心技术团队，宁可巨亏，惨烈的断尾求生、割裂母国，也要跑到欧洲重组成Nebius。普京把最懂未来的人，全逼成了难民和海外创业者。 在人工智能技术爆发的黎明前夜，全世界都在疯狂狂飙算力、抢占新工业革命的门票；而俄罗斯的老大，却带着几十万人，在泥潭里打着一百年前的一战式堑壕战。 再说一遍，普京不行，国内崇拜普京的那帮人也不行

US Ambassador to Greece and former fiancée of Donald Trump Jr., Kimberly Guilfoyle, admitted in an interview for a Greek publication that the US was behind the collapse of the Romanian government because of its refusal to purchase US gas at above-market prices.

🚨 NEW: The leaders of Scotland, Wales and Northern Ireland say the future of their nations "belongs in the European Union" as they call for independence from the UK

Ah, it all makes much more sense now.

for those who didnt believe me

UEFA statement on the Balogun case: ⬇️ uefa.com/news-media/news/02a…

US tax authorities will be barred from pursuing claims against the president, his eldest sons and the Trump Organization under a deal to halt a $10bn lawsuit against the Internal Revenue Service. ft.trib.al/vE3tyLt

I am a diplomatic aide in the Sultanate of Oman's Ministry of Foreign Affairs. My job is logistics. When two countries that cannot speak to each other need to speak to each other, I book the rooms. I prepare the briefing materials. I make sure the water glasses are the right distance apart. You would be surprised how much of diplomacy is water glasses. Too close and it feels informal. Too far and it feels like a tribunal. I have a chart. We had a very good month. Since January, Oman has been mediating indirect talks between the United States and Iran on Iran's nuclear program. The talks were held in Muscat and in Geneva. The Americans would sit in one room. The Iranians would sit in another room. I would walk between them. My Fitbit says I averaged fourteen thousand steps on negotiation days. The hallway between the two rooms at the Royal Opera House conference center is forty-seven meters. I walked it two hundred and twelve times in February. This is good for my cardiovascular health. It was less good for my knees. Both are in the service of peace. By mid-February, we had something. Iran agreed to zero stockpiling of enriched uranium. Not reduced stockpiling. Zero. They agreed to down-blend existing stockpiles to the lowest possible level. They agreed to convert them into irreversible fuel. They agreed to full IAEA verification with potential US inspector access. They agreed, in the Foreign Minister's phrase, to "never, ever" possess nuclear material for a bomb. I have worked in diplomacy for seven years. I have never seen a country agree to this many things this quickly. I made a spreadsheet of the concessions. It had fourteen rows. I color-coded it. Green for confirmed. Yellow for pending. By February 21 the spreadsheet was entirely green. I printed it. It is on my desk in Muscat. It is still green. That phrase took eleven days. "Never, ever." The Iranians initially offered "not seek to." The Americans wanted "will not under any circumstances." We landed on "never, ever" at 2:14 AM on a Tuesday in Muscat. I typed the final version myself. I used Times New Roman because Geneva prefers it. The document was fourteen pages. I was proud of every comma. Here is what they said, in the order they said it. February 24: "We have a once-in-a-generation opportunity." — The Foreign Minister, private briefing to Gulf Cooperation Council ambassadors. I prepared the slide deck. Slide 14 was the implementation timeline. Slide 15 was the signing ceremony logistics. I had reserved the Palais des Nations in Geneva, Room XX. It seats four hundred. We discussed pen brands for the signing. The Iranians preferred Montblanc. The Americans had no preference. I ordered twelve Montblanc Meisterstucks at six hundred and thirty dollars each. They arrive on Tuesday. February 27, 8:30 AM EST: "The deal is within our reach." — The Foreign Minister, CBS Face the Nation. He sat across from Margaret Brennan. He said broad political terms could be agreed "tomorrow" with ninety days for technical implementation in Vienna. He said, and I wrote this line for the briefing card he carried in his breast pocket: "If we just allow diplomacy the space it needs." He praised the American envoys by name. Steve Witkoff. Jared Kushner. He said both had been constructive. I watched from the Four Seasons Georgetown. The minibar had cashews. I ate the cashews. They were nineteen dollars. The most expensive cashew I have ever eaten. But it was a good morning and we were within our reach. February 27, 2:00 PM EST: Meeting with Vice President Vance, Washington. The Foreign Minister presented our progress. Zero stockpiling. Full verification. Irreversible conversion. "Never, ever." The Vice President used the word "encouraging." His aide took notes on an iPad. The aide did not make eye contact for the last nine minutes of the meeting. I noticed this. Noticing things is the only part of my job that is not water glasses. February 27, 4:00 PM EST: "Not happy with the pace." — President Trump, to reporters. Not happy with the pace. We had achieved zero stockpiling. Full IAEA verification. Irreversible fuel conversion. Inspector access. And the phrase "never, ever," which took eleven days and cost me two hundred and twelve trips down a forty-seven-meter hallway. Every American president since Carter has failed to get Iran to agree to this. Forty-five years. Not happy with the pace. February 27, 9:47 PM EST: The Foreign Minister's flight departs Dulles for Muscat. I am in the seat behind him. He is reviewing Slide 14 on his laptop. The implementation timeline. Vienna technical sessions. The signing ceremony. The pens. I fall asleep over the Atlantic. I dream about water glasses. February 28, 6:00 AM GST: I wake up to push notifications. February 28: "The United States has begun major combat operations in Iran." — President Trump. Operation Epic Fury. Coordinated airstrikes. The United States and Israel. Tehran. Isfahan. Qom. Karaj. Kermanshah. Nuclear facilities. IRGC bases. Sites near the Supreme Leader's office. Israel called their half Operation Roaring Lion. Someone in both governments spent time choosing these names. Epic Fury. Roaring Lion. I spent eleven days on "never, ever." They spent it on branding. The President said Iran had "rejected American calls to halt its nuclear weapons production." Rejected. Iran had agreed to zero stockpiling. Iran had agreed to full verification. Iran had agreed to "never, ever." Iran had agreed to everything in a fourteen-page document that I typed in Times New Roman. The President said they rejected it. I do not know which document the President was reading. I know which one I typed. February 28, 18:45 UTC: Iran internet connectivity: four percent. — NetBlocks, confirmed by Cloudflare. Ninety-six percent of a country went dark. You cannot negotiate with a country at four percent connectivity. You cannot negotiate with a country that is being struck. You cannot negotiate. This is not a political opinion. This is a logistics assessment. February 28: The governor of Minab reported forty girls killed at an elementary school. I do not have logistics for that. There is no slide for that. The water glass chart does not cover that. February 28: Lockheed Martin: up. Northrop Grumman: up. RTX: up. Dow futures: down six hundred and twenty-two points. Gold: five thousand two hundred and ninety-six dollars. An analyst at AInvest published a note titled "Iran Strikes: Tactical Plays." The note recommended positions in oil, defense stocks, and gold. The most expensive cashew I have ever eaten was nineteen dollars. The most expensive pen I have ever ordered was six hundred and thirty dollars. The math suggests I have been working in the wrong industry. Defense stocks do not require water glasses. Defense stocks do not require eleven days. Defense stocks require one morning. February 28: Israel closed its airspace and its schools. Iran launched retaliatory missiles toward US bases in the Gulf. The Supreme Leader promised a "crushing response." Israel's defense minister declared a permanent state of emergency. Everyone is using words I recognize in an order I do not. I recognize "permanent." I recognize "emergency." I do not recognize them next to each other. In diplomacy, nothing is permanent and everything is an emergency. In war it is the reverse. February 28: The Foreign Minister has not made a public statement. The briefing card is still in his breast pocket. It still says "within our reach."

This man is irredeemably and unquestionably insane.

Google’s single data center in Council Bluffs, Iowa consumed 1 billion gallons of fresh water in 2024. One facility. One year. Enough to supply every home in Iowa for five days. The reason they need fresh water is pure chemistry. Evaporative cooling towers work by running water over hot surfaces and letting it evaporate. 80% of the water a data center pulls in literally vanishes into the atmosphere as steam. You can’t recycle steam. The remaining 20% becomes concentrated mineral waste. Calcium, magnesium, silica. Every cycle through the cooling loop makes the water more corrosive. After enough passes, it starts clogging pumps and eating through heat exchangers. Multi-million dollar equipment destroyed by limescale. Recycled wastewater carries even more of these minerals from the start. You could treat it, but less than 1% of U.S. water is recycled. Most cities don’t even have separate pipes to deliver reclaimed water to industrial customers. A data center wanting to use recycled water would essentially need to build its own treatment plant on site. Meanwhile, municipal potable water costs almost nothing. So they just drink from the tap. Across all its data centers, Google used 8.1 billion gallons in 2024, nearly double what it used three years earlier. The company claims its water stewardship projects “replenished” 4.5 billion gallons. Those projects aren’t even in the same watersheds where they’re pulling the water. Same playbook as carbon offsets. Consume locally, offset globally, call it sustainable. The trajectory is the real story. U.S. data center water consumption could quadruple by 2028. That’s 68 billion gallons for cooling alone, before the 211 billion gallons consumed indirectly through electricity generation. Two-thirds of new data centers since 2022 are being built in regions already facing water scarcity. Nobody’s asking why they use fresh water. They’re asking what happens to the towns sharing a water main with a facility that drinks like 50,000 people showed up overnight.