There is an increased public discussion about the race to build datacenters in the USA that are part of the Artificial Intelligence (AI) race for superiority.  There are multiple facets within the discussion and some things to consider that might not be at the forefront, yet.

Overall, there is a global race to build the best AI system that is not dissimilar to the nuclear arms race.  Arguably the use of AI as a weapon is one possibility; while the second aspect surrounds strategic economic power.

The USA is poised very favorably in this AI race due to the advanced tech industry in America and recent national security moves made by President Trump in the tech sector surrounding strategic critical minerals and domestic chip production.  However, no one is quite sure where China is in their AI development and last year’s explosive revelation around China’s “Deepseek” model shocked the U.S. tech industry due to its advanced intelligence prowess.

With China and the USA both in this AI race, and the need for massive investment in datacenters to do the processing needed for an artificial intelligence brain of such significant capacity, there is a sense of urgency in the tech industry that is surfacing around the country.  Simultaneously, with datacenters becoming more controversial, suddenly the geopolitical intelligence operations enter the picture.

Currently, it is well accepted inside the tech industry that part of China’s strategy against the USA in this AI race is to slow down American system development.  As a consequence, it is beginning to surface that Beijing may be funding voices inside the USA to rally against the building of datacenters. Essentially, China funding voices, real or artificially boosted influence operations, to amplify domestic opposition to the datacenters.

Anytime the intelligence operations become part of a domestic issue that has national security implications, things get opaque, cloudy and muddy pretty quick.  Is datacenter opposition organic – actual citizens and communities pushing back against the development in their towns and/or cities or is the opposition to the datacenters a form of foreign influence operation?

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There was much fake news about the tech and finance leaders traveling with President Trump to China.  Moments ago, President Trump corrects the record:

TRUTH SOCIAL – “CNBC incorrectly reported that the Great Jensen Huang, of Nvidia, was not invited to the incredible gathering of the World’s Greatest Businessmen/women proudly going to China. In actuality, Jensen is currently on Air Force One and, unless I ask him to leave, which is highly unlikely, CNBC’s reporting is incorrect or, as they say in politics, FAKE NEWS!

It is an Honor to have Jensen, Elon, Tim Apple, Larry Fink, Stephen Schwarzmann, Kelly Ortberg (Boeing), Brian Sikes (Cargill), Jane Fraser (Citi), Larry Culp (GE Aerospace), David Solomon (Goldman Sachs), Sanjay Mehrotra (Micron), Cristiano Amon (Qualcomm), and many others journeying to the Great Country of China where I will be asking President Xi, a Leader of extraordinary distinction, to “open up” China so that these brilliant people can work their magic, and help bring the People’s Republic to an even higher level! In fact, I promise, that when we are together, which will be in a matter of hours, I will make that my very first request. I have never seen or heard of any idea that would be more beneficial to our incredible Countries!”

~ President DONALD J. TRUMP

“Tim Apple” always cracks me up. lol

As previously noted and discussed by USTR Jamieson Greer, since the original trip to Beijing was announced several months ago, it was very easy to identify this visit was not a customary ‘state visit’ in the formal sense of the term.  Instead, this trip was always planned as a trade, finance and economic business trip specifically to engage Chairman Xi with a financial and investment focus.

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While our politics are divergent, I have a lot of respect for Tim Cook as a CEO of Apple.  Taking the CEO role after the death of Steve Jobs in 2011, Tim Cook has worked within Apple for almost 30-years.  Cook will remain active as board chairman in the organization.

SEATTLE – […] John Ternus, the senior vice president of Hardware Engineering, will become Apple’s new CEO, according to a release from the tech giant. Ternus will take office on Sept. 1.

According to Apple, the decision was approved unanimously by the board of directors.

In a statement, Ternus said:

“I am profoundly grateful for this opportunity to carry Apple’s mission forward. Having spent almost my entire career at Apple, I have been lucky to have worked under Steve Jobs and to have had Tim Cook as my mentor. It has been a privilege to help shape the products and experiences that have changed so much of how we interact with the world and with one another. I am filled with optimism about what we can achieve in the years to come, and I am so happy to know that the most talented people on earth are here at Apple, determined to be part of something bigger than any one of us. I am humbled to step into this role, and I promise to lead with the values and vision that have come to define this special place for half a century.”

Cook will continue his role as CEO through the summer as he assists Ternus with the transition, Apple wrote.

In a statement, Cook wrote:

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Peter Thiel is well known for his PayPal startup and later Palantir tech investment.  Most people now have a better understanding of exactly what Palantir software and AI interface are capable of.  Palantir AI is now established as a core military system, and the suite of associated products have both military and commercial applications.

At its core, the Palantir product line is about interfacing AI with surveillance software; behavior stuff that permits surveillance and targeting systems through massive database cross referencing and actionable targeting.  I’ll leave the rest of the explaining to those in the comments section who have followed the developing technology.

For his latest endeavor, Peter Thiel has now invested $2 billion in a New Zealand (think five-eyes) based company that assists cattle ranchers with their herds. “New Zealand-based Halter has secured funding at a $2 billion valuation from Peter Thiel’s Founders Fund, marking one of the highest-profile venture investments in agricultural AI to date. The startup, which manufactures AI-powered collars that autonomously manage cattle movement and behaviour, now operates across more than 5,000 farms globally.” (READ MORE) – AND WATCH:

This is WILD.

Peter Thiel just bet $2 billion on a collar that wraps around a cow’s neck.

The company is called Halter and it has a proprietary algorithm that runs the entire operation.

They actually trademarked the name for it and called it the Cowgorithm and here’s how it… https://t.co/jX1SVwjNs0 pic.twitter.com/JKVvQXybsC

— Milk Road AI (@MilkRoadAI) March 22, 2026

Stay with me, this might start to sound odd.

Here’s the explanation of Halter, as it directly relates to the cattle and cow industry:

“Peter Thiel just bet $2 billion on a collar that wraps around a cow’s neck. The company is called Halter and it has a proprietary algorithm that runs the entire operation. They actually trademarked the name for it and called it the Cowgorithm and here’s how it works.

A farmer opens an app, taps a button, and 600,000 cows across three countries start walking toward the milking station on their own. No farm dogs, fences or physical labor, it’s just a solar-powered GPS collar sending sound and vibration cues to each animal.”

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Recently when the Anthropic software and ideology conflict with the Pentagon surfaced as a result of limits placed by the provider, alternative provider Palantir’s CEO remarked that any AI developer who challenges the U.S. military application of the product was foolish because the U.S. government could just take control of the company under the claim of national security.

In essence, Palantir CEO Alex Karp was saying AI developers who contract with the govt ultimately become bound to the limits or lack thereof as determined by the govt.  If software developers want to contract with the military, then fight the Pentagon over use of those software applications, they will lose.

In response to the Anthropic issue, the Pentagon withdrew from their purchase arrangements and blacklisted them from further federal contracts.

Now a report is highlighting that Palantir will take the lead position in providing the software, the Maven Smart System, for the core U.S. military functions.

As described, “Maven is a software platform that uploads information from drones, satellites, sensors, radar, and other battlefield intelligence sources. The system then analyzes battlefield data in real time, identifying and prioritizing potential targets — including buildings, enemy vehicles, and weapons and ammunition stockpiles — for intelligence analysts to review and act on.”

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Representative Elise Stefanik is a strong supporter of Israel and has concerns about current narratives swirling around the politicization of Intelligence Community information to shape anti-Israel sentiments.  Part of that collective effort is a not-so-subtle effort to remove DNI Gabbard from her position by questioning her loyalties.  A considerable segment of Washington DC wants to return to a more Dan Coats style DNI.

As a tenured member of the House Permanent Select Committee on Intelligence (HPSCI), Mrs. Stefanik used her time during the congressional testimony of Gabbard, Ratcliffe and Patel to confirm the Trump administration policy toward the IC to remove all political interests.  WATCH:

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In the political horse racing analogy, the stable of Peter Thiel has taken major hits recently as the stable of Larry Ellison is gaining considerable influence.  However, it’s a steeplechase and anything can happen.

Peter Thiel <-> Elon Musk <-> Larry Ellison

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Vice President JD Vance was asked about NCTC Director Joe Kent resigning from his position over a disagreement surrounding the Iran conflict.

This could have been a challenging question for Vance to answer because both Vance and Kent are funded and supported by the same ideological donor, Billionaire Peter Thiel.  [FYI Tucker is also in this stable] Thiel is a libertarian minded billionaire within Big Tech and not necessarily an ideological fan of Donald Trump or MAGA.  Palantir is one of Thiels companies with CEO Alex Karp running it.  Palantir is a major contractor within the national security apparatus.

JD Vance adroitly navigates the answer by saying once the President makes a decision, the role of all subordinates is to get behind that decision, and never openly compromise your leadership.

“It’s one thing to have a disagreement of opinion…That said, whatever your view is, when president of the United States makes a decision, it’s your job to help make that decision as effective and successful as possible…If you are on the team and you can’t help implement the decisions of his administration, he has the right to make those decisions, then it’s a good thing for you to resign. And I think that’s exactly right. It’s fine to disagree, but once the president makes a decision, it’s up to everybody who serves in his administration to make it as successful as possible.” WATCH:  

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It’s obvious Team Thiel didn’t agree with the policy decision to attack Iran, that’s more of a neocon Team Ellison/Adelson policy move.  However, JD Vance is very correct in how the Team Thiel horses within the administration should respond to the decision in trying to make it as successful as possible.

Thiel <-> Musk <-> Ellison

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I dislike Mark Levin immensely.  Long-time CTH readers know I have a very valid reason to dislike Mark Levin immensely. My approach was to essentially ignore “old yeller” as he shouts and rants about all the things he always shouts and rants about.  I dislike Mark Levin very much; beyond what most here would define as immense.

That said, I also accept that -for whatever reason he has- President Donald J Trump does not hold the same opinion of Mark Levin.  In fact, Donald Trump seems to like Mark Levin.  As a consequence, I retain my peace and ignore everything that circles around their time together.  However, this is also an ¹opportunity.

Mr Levin’s audience has been shrinking quite fast.  The downward spiral has been happening with greater speed and increasing slope for around 15 years.  The diminutive Mr Levin is now a visual representation of the Black Knight Monty Pyton skit. If the name was raised, I quietly just stared in southern.

♦ Within the great podcaster war of 2026, apparently Mrs. Megyn Kelly and Mr Mark Levin have been having a very public feud.  I don’t know the details but given the reality of the past 12 months it probably surrounds Mr Levin’s Israel-First approach toward everything political.  In the latest drama du jour, Mrs Kelly is said to have mentioned that Mr Levin has a small penis, a “micropenis.”

Mr Levin apparently picked up the phone and called his loyal friend, President Donald Trump. Likely looking for an ally of considerable consequence to boost his member-ship status.  After all, Levin’s circle of influence is rather, well, small and shrinking.

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Telegram platform founder Pavel Durov is one of very few tech CEOs who is consistent in his efforts to protect information from the grip of government censorship. Today, Durov used his platform to warn Telegram users in Spain what is pending:

[VIA Pavel Durov X Account] – Today, Telegram notified all its users in Spain with this alert:

Pedro Sánchez’s government is pushing dangerous new regulations that threaten your internet freedoms. Announced just yesterday, these measures could turn Spain into a surveillance state under the guise of “protection.” Here’s why they’re a red flag for free speech and privacy:

1. Ban on social media for under-16s with mandatory age verification: This isn’t just about kids—it requires platforms to use strict checks, like needing IDs or biometrics.

⚠️ Danger: It sets a precedent for tracking EVERY user’s identity, eroding anonymity and opening doors to mass data collection. What starts with minors could expand to all, stifling open discourse.

2. Personal and criminal liability for platform executives: If “illegal, hateful, or harmful” content isn’t removed fast enough, bosses face jail.

⚠️ Danger: This will force over-censorship—platforms will delete anything remotely controversial to avoid risks, silencing political dissent, journalism, and everyday opinions. Your voice could be next if it challenges the status quo.

3. Criminalizing algorithm amplification: Amplifying “harmful” content via algorithms becomes a crime.

⚠️ Danger: Governments will dictate what you see, burying opposing views and creating echo chambers controlled by the state. Free exploration of ideas? Gone—replaced by curated propaganda.

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In the past few years people have heard the term “rare earth minerals” or “critical minerals” as they relate to the manufacture of component goods that are vitally important in the lives of everyone.  However, the term “rare” is somewhat of a misnomer.  The minerals themselves are not rare; indeed, they have been around for hundreds of millions of years in abundant supply.  It is the processing of those minerals into stable second stage commodities that has become rare.

As a result of western environmental rules and regulations, U.S, EU and developed nations have outsourced critical mineral processing (the dirty stuff) to China and Asia. We then import the finished commodity after processing.  This becomes a problem when you realize the processor can weaponize western dependency, as we have recently seen with China controlling the export of processed minerals needed for manufacturing.

President Trump has made a strategic decision to bring back the manufacturing of critical minerals to the United States and has made a policy decision to create a critical mineral reserve. Just last Monday President Trump announced a $12 billion strategic mineral reserve to combat China’s domination of critical mineral supply chains, a major step toward tackling China’s advantage in a crucial sector of the U.S. economy.  The initiative is called “Project Vault.”

“For years, American businesses have risked running out of critical minerals during market disruptions,” President Trump said. “Just as we have long had a strategic petroleum reserve and a stockpile of critical minerals for national defense, we are now creating this reserve for American industry,” Trump said during the Oval Office announcement.

Today in Washington DC, Vice-President JD Vance and Secretary of State Marco Rubio led a critical minerals discussion at the State Dept., where they are organizing an effort to get all nations to invest and create their own critical minerals strategic reserves.  WATCH:

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