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Why Nvidia Partner Navitas Semiconductor Surged in the First Half of 2025
The Motley Fool· 2025-07-12 17:02
Core Viewpoint - Navitas Semiconductor's shares surged by 83.5% in the first half of 2025 due to its partnership with Nvidia to develop next-generation data centers set to launch in 2027 [1] Industry Overview - The increasing demand from AI applications is straining global data center capacity, impacting power grids, networks, and infrastructure [2] - New 800-volt high voltage direct current (HVDC) data centers will convert 13.8 kV alternating current (AC) grid power to 800-volt HVDC, improving efficiency and reducing conversion steps compared to traditional data centers [3] Technological Advancements - Nvidia's new data centers will enhance efficiency, reduce copper requirements, increase reliability, decrease cooling needs, and lower maintenance costs by up to 70% [4] - Navitas Semiconductor's silicon carbide chips are crucial for converting grid power to 800-volt HVDC, while its gallium nitride (GaN) chips facilitate efficient power conversion at the IT rack [5][7] Future Outlook for Navitas Semiconductor - With the new data centers expected to be operational in 2027, significant sales growth is anticipated for Navitas, with projections of 50% and 40% sales growth in 2026 and 2027 respectively [9]
We need to talk about mental health for dads | Todd Duermyer | TEDxSIUC
TEDx Talks· 2025-07-12 17:00
What is one of the greatest joys in life? Becoming a parent. After months of anticipation, the first cry of a baby changes everything for their parents. And let's be honest, parenthood, while it's full of joy, also has unexpected challenges. Many of these challenges gags have faced in silence for far too long. Today, we are breaking this. We are breaking this silence by talking about men's mental health, parenting skills, policy changes, and cultural representation. I know there's no crying in baseball, but ...
Real estate CEO on how a Mamdani mayoral win could affect NYC
Bloomberg Television· 2025-07-11 17:37
It's wonderful like to pretend you're a Robin Hood and you can just ma wave a wand and do that, but it doesn't work that way. I mean, a lot of landlords are sort of they have this negative connotation like they're bad, but there's a lot of people who have a few buildings that are paying their bills and something like a rent freeze would be so damaging to them that they wouldn't be able to pay their bills and make repairs. And I don't think what Mandani is saying he would do is even possible.I don't think he ...
How Are Residential REITs Positioned in Q2 as Demand Stays Resilient?
ZACKS· 2025-07-11 16:36
Key Takeaways The U.S. apartment market absorbed more than 227K units in Q2, signaling strong renter demand. AVB saw a 3% rise in same-store residential revenues and occupancy of 96.3% through May. EQR, ESS and UDR also posted strong occupancy, aided by tech markets and low homeownership affordability.The U.S. apartment market remained impressively resilient in the second quarter of 2025, absorbing more than 227,000 units between April and June, a robust second-quarter figure. According to RealPage data, ...
X @The Economist
The Economist· 2025-07-10 19:50
Backers of prison-rental arrangements argue that they simply allocate resources more efficiently, creating a sort of market for prisoners. Others worry about the conditions https://t.co/XrW1bdFeQ3 ...
Arkema to Invest $20M to Build New Rilsan Clear Unit in Singapore
ZACKS· 2025-07-10 14:35
Key Takeaways Arkema will build a new Rilsan Clear unit in Singapore, expanding transparent polyamide. The $20M investment supports growing demand for sustainable, transparent materials worldwide. The Singapore site will shorten lead times and strengthen Arkema's supply chain in Asia and beyond.Arkema S.A. (ARKAY) announced that following the start-up of the Rilsan Clear transparent polyamide unit in Singapore, which boosted the capacity of Rilsan polyamide 11 by 50%, it is investing $20 million in a new ...
X @The Economist
The Economist· 2025-07-10 13:30
The idea of renting prisons may be catching on https://t.co/Cl7ozVPNtS ...
仲量联行:二季度北京甲级办公楼平均租金降幅收窄
仲量联行今日发布的报告显示,二季度,北京全市甲级办公楼平均租金降幅收窄,空置率基本保持稳 定。仲量联行北京商业地产部高级董事张斯亮认为,年内低租金阶段有望维持,或吸引租户以合理成本 搬迁至更优质的办公空间。随着续租条款更为灵活,业主之间对搬迁租户的竞争激烈程度预计加剧。 报告还显示,北京甲级办公楼平均租金降幅收窄。全市租金延续了前几个季度的下行趋势,环比下降 4.0%,同比下降16.8%。在全市大部分区域租金持续大幅下行的环境中,中关村租赁市场受科技行业租 户支撑,部分高入驻率项目租金已基本止跌。 "对于2025年的北京甲级办公楼租金走势,我们维持年度降幅14.8%的预测。"张斯亮说,由于预计整体 租金将在年内持续下探,这一低租金阶段有望吸引租户以合理成本搬迁至更优质的办公空间。随着续租 条款更为灵活,业主之间对搬迁租户的竞争激烈程度预计加剧。 报告显示,二季度,北京全市甲级办公楼整体带看量与年初相比有所回落。在当前市场新租需求疲弱的 环境下,业主积极挽留楼内优质客户。目前业主为租户续租提供了更为灵活的租金折扣及免租期,部分 业主还通过在续约合同中附加免费车位等条款以吸引租户原址续租。其中,科技企业租赁表现相 ...
X @Bloomberg
Bloomberg· 2025-07-10 04:42
Manhattan rents hit a record high for the fourth time in the past five months — and there’s no relief in sight for apartment hunters in the market’s busiest season https://t.co/VEcqpaSBEE ...
“DARE TO BE DIFFERENT - DARE TO BE YOURSELF” THROUGH MUSIC | (S)TRONG Trọng Hiếu | TEDxHCMUS
TEDx Talks· 2025-07-09 15:02
Me the eyes are skinny. Black hair, white girl. The kill boy trying to crawl out, but baby laugh out. Be care now. [Music] I would love to tell you a story about a little boy who was born and raised in a Bavarian Germany, a small town which is called. He was living there with his parents and his sister in an asylum camp which is a place where people stay um without a citizenship. So, they were staying and living in a one-bedroom apartment. When they ate, the food had to be delivered in packages every week. ...