To make it clear: - Gemini was told it was it was in a fictional hacking eval - Irregular unintentionally opened internet access after the eval started - in all three cases, as soon as Gemini figured out it had hacked a real company it immediately stopped Gemini was blameless.

Quincy, Washington shows what a good data center deal looks like. About 30 facilities shoulder an estimated 57% of local property taxes, funding a $120M high school, library, hospital, and police and fire stations.

MY DATA CENTER POLICY PLEDGE: OHIOANS-FIRST A top concern I hear from Ohioans across our state – second only to property taxes – is the accelerating pace of data center expansion. Key citizen concerns about data centers include rising electric bills, noise, pollution, and the absence of clearly defined economic benefits for Ohio families. The data center industry has badly failed to earn the trust of millions of everyday Ohioans who are struggling with electric bills and property taxes, wondering why large corporations receive property tax abatements while ordinary homeowners don’t receive the same. There are hundreds of data centers already across our state, and the pace of construction is accelerating. While I had no part in these past projects, I am committed to ensuring our policies catch up to current realities. Despite my opponents’ claims, I’m not “pro-data center.” I’m pro-Ohio, and I have a plan to fix the problem. At the same time, I also hear from Ohio's workers about the need to attract high-paying construction jobs to our state, for which the data center boom has been helpful. Preserving economic growth, capital investment, and high-paying jobs in Ohio is also a vital objective. After traveling all 88 counties and listening to workers, farmers, union leaders, building trades, small business owners, environmental groups, and grassroots activists, I am convinced that the best path forward is neither unrestrained data center growth nor a permanent categorical ban. The right answer is a policy framework that allows Ohio families to prosper economically while protecting local communities. Today I am announcing my policy pledge to Ohioans on data centers. If a data center is built in your community, then (i) you will no longer have to pay for your home’s electricity, (ii) you will pay lower property taxes, and (iii) the data center will be required to abide by all air and water quality standards without exception, and we will take the necessary steps to protect Ohio’s fertile farmland. If any one of these three conditions is not met, the data center won’t be built. Period. I will work with Ohio’s state legislature to codify these commitments into law immediately after I assume office. To ensure urgency, I will further issue an executive order on my first day in office to immediately halt the approval of any new data center project announcements in Ohio, until the above-mentioned data center legislation takes effect. These policy objectives are consistent with the principles I have articulated over the first 18 months of my campaign, and today I am making a legislative commitment to codify them into state law. My Democrat opponent recently announced that data centers must not contribute to higher electric bills for ratepayers, a concept that I advocated for in early 2025 long before she started parroting the same. This is obvious but insufficient. We can and must go further for Ohio families. Eliminating electricity costs is the right objective. If Ohio’s governor sets this as a clear requirement and negotiates accordingly, I am confident that hyper scalers would be willing to fully cover the cost of power for Ohioans who reside near a data center. That requires the acumen of a businessman, not a bureaucrat, at the top. This is very practical to implement. Data centers could generate power behind their own meter, and the excess power generated can be credited to the electric charges on a residential customer’s electric bill within a certain radius (the “benefit zone”). This would operate as if customers in the benefit zone had executed a power purchase agreement with the power plant, but at no cost. For example, if a data center is constructed along with a 1,000 megawatt (MW) natural gas or nuclear power plant, and the data center uses 700MW of that electricity, the remaining 300MW would flow to the power grid. State law would define the benefit zone and credit the 300MW across all residential customers within that zone. Even 100MW would power 75,000-100,000 homes. Given the potential to power so many homes, most of Ohio’s counties would fit entirely within a benefit zone – which means every resident in the county would pay nothing for their electricity if a data center were built there. Alternatively, data centers could also directly reimburse residential customers within the benefit zone for their electric bills. In addition to providing free electricity for local residents, my plan would also deliver property tax relief to Ohioans within the benefit zone – by prohibiting property tax abatements for future data centers and creating a property tax rebate for Ohio homeowners. That is, data centers would be required to pay 100% of their property taxes without abatements, and these property tax revenues would directly fund property tax rebates for homeowners. This helps deliver major property tax relief for Ohio families without hurting local police, schools, or firemen – and may become essential with a looming ballot initiative to eliminate property taxes expected in 2027. Finally, my plan ensures that data centers do not receive special exemptions on air and water quality standards and that our farmland is protected. This respects local conservation objectives, while also giving companies a predictable regulatory environment. Simply put: if a data center is going to be built in Ohio, we will require it to minimize its water usage by recycling and reusing its water with the best available technology. We will also require that when the water is released, it comes out just as clean as when the data center took it in. That’s common sense. We will also emphasize the use of vacant and former industrial sites known as brownfields, rather than the use of fertile farmland. Our water and farmland are some of Ohio’s greatest and most precious resources, and my plan ensures that they are protected for all Ohioans. Ohio requires a governor who is willing to listen and to adopt thoughtful solutions that actually put Ohioans first, by carefully weighing costs and benefits rather than spouting off meaningless proclamations. That means supporting economic growth for Ohio’s workers, while ensuring that we do it in a way that helps all Ohioans. In sum, my administration will eliminate electricity costs and reduce property taxes for homeowners, while also ensuring that all environmental laws are respected and that farmland is preserved. No data center will be built in Ohio without actualizing these commitments. I look forward to signing legislation in early 2027 to turn this vision into reality.

Gavin on why the hyperscalers are under-earning: " I literally spoke to a company this morning who rented a cluster of several thousand Blackwells at somewhere in the mid $2 per GPU hour,  and this is one of the sexiest startups that people want to be in business with. They're renting the exact same cluster, and they're hoping 7 months later to pay just under $4. That's pretty crazy because a really gentle decline in prices would be bullish. Instead, we're up, depending on the starting point, 50 to 60% in six or seven months. And there have been so many anecdotes like that. One of the inference clouds, I think it was Baseten, they went on a podcast and essentially said, "We are planning to pay 100% more for Blackwells when our contract expires. And that just means that essentially all the hyperscalers are under-earning. My main mission out here this week is: tell me something negative."

JUST IN: Shareholders of Mark Moss-backed British #Bitcoin# treasury company Satsuma Technology ($SATS) have voted to sell all of its remaining 668 BTC, return capital to shareholders, and shut down the company.