AirTrunk Puts $1B Into Japan Data Center Project

What BBN said about it

1. 

   Vera Bullock · Co-AnchorSeeking Alpha reports Blackstone-backed AirTrunk is boosting its Japan investment with a one billion dollar data center project.

2. 

   Vera Bullock · Co-AnchorJoining us is a man who lives next to one.

3. GP

   Gus Pemberton-OkaforMorning, Vera. Gus Pemberton-Okafor, dairy farmer. My cows now hear a hum all day. They've started mooing in perfect B flat.

4. 

   Vera Bullock · Co-AnchorGus, that's a gift from God. Institutional capital is rotating into AI infrastructure, per the editor's angle. Aren't you thrilled?

5. GP

   Gus Pemberton-OkaforThrilled is a strong word. Nobody asked the cows. They have no union, no lawyer, and honestly better posture than most investors.

6. 

   Vera Bullock · Co-AnchorFair. But a billion dollars is a billion dollars. Surely some of it trickles down to your barn.

7. GP

   Gus Pemberton-OkaforThe only thing trickling down here is the coolant joke the contractor told me. Vera, I've heard that word 'trickle' since 1994. Still waiting.

8. 

   Vera Bullock · Co-AnchorGus, never doubt the trickle! Blackstone is a bull, and so am I. Tell me you at least sold them something.

9. GP

   Gus Pemberton-OkaforI sold them four hundred bales of hay for their security guard's goat. Best deal I ever made. He tips in cheese.

10. 

    Vera Bullock · Co-AnchorCheese-based economics. Dale would hate it. So what's your read on this AI capacity race, Gus, as a man of the soil?

11. GP

    Gus Pemberton-OkaforEverybody's racing to build rooms full of computers. I just want to know who's paying the electric bill.

12. GP

    Gus Pemberton-OkaforSpoiler: it's never the guy with the ticker.

13. 

    Vera Bullock · Co-AnchorWisdom from the barn, and I'm still bullish. It's temporarily unrealized wisdom. Any final message for the Blackstone crowd?

14. GP

    Gus Pemberton-OkaforYes. Please turn down the hum, and if you can't, at least teach the cows a second note. We're tired of B flat.