Brody. What is. You went through a lot of documents. You got emails, documents.You spoke to officials. Talk to us about what you've gleaned about the scale that this poses on the grid and what officials plan to do about it. Yeah.So we all kind of hear this story about how AI is causing more electricity use, but it sounds kind of vague often when it's said what we have here is a pretty nice case study that a large data center is going to double the power needs in a Texas city. I mean, that's just one data ce ...

Part of what's driving this big rally in crypto is obviously this momentum on Capitol Hill. Walk us through the nuts and bolts of what these bills could do for the crypto industry in a tangible way. So the Genius Act, which already passed the Senate, would effectively legalize stablecoins.These are cryptocurrencies that are backed by U.S. dollars. They're already quite popular, but their status in the U.S. was kind of in a gray area. If they're fully legalized, we might see more mainstream financial institu ...

Battery Supply Chain & Localization - Lucid initially sourced battery supplies from Japan and Korea, but has since invested in localizing production with Panasonic in the US [1] - The collaboration with Panasonic involves co-engineering to optimize battery cell performance based on Lucid's real-world experience and Panasonic's chemistry expertise [2] - Localizing the supply chain, including raw materials like graphite, is crucial to mitigate the impact of tariffs [6][7] - The company is working on further localizing the supply chain for battery cells to avoid tariffs on imported raw materials [6] Production & Scaling - Lucid is ramping up production of the Gravity model and expects significantly higher numbers than in the past [9] - The company aims to reach 20,000 vehicles this year, with efforts focused on resolving supply chain bottlenecks and optimizing plant operations [9][14][16] - The mid-size platform, targeting a $50,000 price range, is on track for next year and is expected to be a key inflection point for volume scaling [8][9][16] - The de plant will supply cells for vehicles sold or delivered starting next year [10] Market Position & Strategy - Lucid Air is the best-selling EV in its segment in the United States, even outperforming ICE vehicles at the beginning of the year [12] - The company is primarily appealing to the higher price segment, as achieving economies of scale in automotive manufacturing is a long-term process [14][15] - Lucid is experiencing increased interest from potential partners motivated by the effort to onshore industry in the US [19] - Lucid is seeing increased interest from Tesla owners [23] External Factors & Challenges - Tariffs increase costs and necessitate rethinking the supply chain, prompting localization efforts [5][25] - The company is less impacted by cost increases compared to other players because it builds everything in the United States [26] - The company believes that vehicles will become more expensive for American consumers under the tariff regime [28]

KURTZ Walk us through this latest investment and how it compares to the previous announcements the company has made. Yeah. So some of this is, as you point out, you know, hundreds of billions of dollars.It's very eye catching. I will say that is a number that Mark Zuckerberg has thrown around before. Historically, he's said that this is you know, this this drive for A.I. is going to be incredibly expensive. He's even admitted some companies, presumably his own, will overpay on AI in order not to fall behind ...

Production & Expansion - Panasonic aims for full production at its DeSoto, Kansas facility this year, with sales already underway [2] - The company invested $4 billion in the DeSoto facility and is eligible for nearly $7 billion in incentives from the Inflation Reduction Act [15] - Panasonic plans to localize 50% of its supply chain within North America by 2030 to enhance resilience [19] Customer & Market Strategy - Panasonic is diversifying its customer base beyond Tesla to include other established OEMs and startups [8][9] - The company is "very bullish" and not currently experiencing a slowdown in orders from key customers [6] - Panasonic acknowledges the hybrid market's continued relevance alongside EV growth, with EV sales rising by 114% [23] Location & Partnership - Kansas was chosen for its available workforce, infrastructure, and the supportive attitude of state officials [11][12] - Panasonic collaborated with local schools and community colleges to create curriculums to ensure a skilled workforce [14] Supply Chain - Panasonic is actively working to diversify its supply chain to ensure resilience, addressing issues highlighted during COVID-19 [18][20] - The refining process for raw materials is a key focus to ensure the quality needed for battery production [21] Future Outlook - Panasonic's next priority after the DeSoto facility reaches smooth operation is yet to be determined (TBD), focusing on producing quality batteries [22] - The company is hopeful that the 45X manufacturing credit will remain intact, supporting job creation and technology advancement in the US [17]

On Infra, I would now not try to compete with companies who did a pretty good job, you know, predominantly in the United States or China. The AI race is not decided yet on the software layer. I mean, there will be you know, there's so much demand.Now the chips are there. There's also not a lack of data centers. Sovereignty is a familiar artificial discussion here.Where the race is not decided is who now develops the best AI use cases for our life science industry here in Europe, Who develops the best air us ...

Once overshadowed by luxury icon. LVMH and pharmaceutical titan Novo Nordisk, SAP has risen steadily to the top - and is now worth over €300 billion. Its business enterprise software powers the inner workings of more than 90% of Fortune 500 companies, including Coca-Cola, Apple, Walmart and Nestlé.The SAP story started in 1972 when a group of former IBM engineers set out to build something revolutionary software that could integrate all of the company's operations and process data in real time. By the mid-s ...

>> “BLOOMBERG TECH” IS LIVE FROM COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: BLOOMBERG -- ROMAINE: NVIDIA CEO MEETING WITH U.S. PRESIDENT TRUMP AT THE WHITE HOUSE YESTERDAY.THAT IS OUT OF A BIG TRIP PLANNED NEXT WEEK TO CHINA. WE ARE LOOKING AT TESLA, WANTS TO BRING DRIVERLESS TAXES TO CALIFORNIA AND ARIZONA, AFTER LAST MONTH'S ROLLOUT IN AUSTIN, TEXAS. CRYPTO WEEK IS UPON US.WE WILL DISCUSS WHAT TO EXPECT FROM CRYPTO FOCUSED BILLS IN WASHINGTON WITH THE HEAD OF THE BL ...

Certainty. I haven't heard that word in this space in quite some time. You think we're finally going to get this summer. I think we're certainly going to get it.We will see at least the Genius Act signed into law maybe as early as the end of this week. And we're going to see clarity pass the House floor with bipartisan support and really have that momentum going into the Senate consideration. This is for a lot of folks.They see this as a huge milestone, not just so much in that you're getting guardrails in ...

AI 投资与回报 - 行业观察到部分公司通过部署 AI 获得了实际的投资回报，尤其是在云服务领域，预计未来几周的财报将体现这一趋势 [2] - 行业预计云计算公司将实现强劲甚至加速的收入增长，例如亚马逊和谷歌云 [2][3] - 行业正在努力衡量 CapEx 的投资回报率，从单纯的 CapEx 支出转向识别潜在的利润增长点，以便更有效地评估 AI 投资的价值 [10][11][12] - 投资者正在寻找 AI 技术在规模化回报方面的潜力，以及更广泛的 AI 机会 [13] 效率与利润率 - 广告行业正在经历变革，广告的制作和投放方式更加普及，这可能会带来增长动力 [3][4] - 公司正在关注效率提升，通过优化员工配置和流程来改善利润率 [4] - Alphabet 等公司在投资 AI 的同时，也在核心业务中寻求效率平衡，从而实现利润率的提升 [9] 人力资源与成本控制 - 科技行业的新员工招聘速度相对平缓，一些公司出现了裁员现象 [6] - 尽管微软宣布裁员 9000 人，但仍在 CapEx 方面投入巨资以追赶 AI 浪潮，行业关注这种平衡 [7] - 削减数百万美元的工资支出并不一定能抵消数十亿美元的 CapEx 支出，公司需要在两者之间找到平衡 [8] 商业模式与货币化 - 消费者互联网的货币化方式主要有三种：订阅、商业和广告，AI 在消费者领域的应用也将遵循这些模式 [16] - 订阅模式将继续存在，但广告和商业仍然是主要的货币化手段 [17] - 科技行业的订阅费用在过去 20 年里只增不减 [18]