RT Bloomberg Live (@BloombergLive)@Equinix "There's been a lot of investment that have gone behind building these huge data centres - AI has clearly accelerated that growth for data centres"@Equinix's Yee May Leong on how AI has led to an increase in data centres.⏯️ https://t.co/pybnzsnKOu https://t.co/aIoHo9TTcp ...

Data centers are very energy intensive. They're extremely harmful to the environment. In fact, they emit more carbon than the aviation industry.Uh which is quite alarming especially as we are seeing the rise in AI modeling and AI infrastructure. By placing data centers in space, we are addressing the data that is being generated right at the source in space. By 2035, we're we will expect or forecast uh data to exceed 3,500 pabytes by sources such as Earth observations, satellites and others.This data is all ...

Space Infrastructure - Building data centers in low-earth orbit offers a platform for storing and processing large volumes of data from Earth observation satellites [1] Company Focus - Madari Space CEO Shareef Al Romaithi discussed the company's plans with @joumannatv [1]

Spanish power giant Iberdrola is forming a joint venture with Echelon Data Centres to build and operate data centers in Spain https://t.co/PyFsmIToRs ...

President Trump unveiling his administration's AI plan Wednesday. The proposed plan is an effort to ensure global dominance in the booming space. Joining us to talk about the impact of these plans on the semiconductor industry is on semi CEO Hassan El Corey.It's great to have you back on. What what is your first take about what matters here in the in what the administration has laid out. >> So thanks good to see you again. Thanks for having me again.Look the the first at first view this is a huge step forwa ...

Financial Performance - Blackstone's earnings per share exceeded estimates by $0.11 [1] - Blackstone's revenue reached $3.1 billion, surpassing expectations [1] - Total assets under management increased by 13% year-over-year, reaching $1.2 trillion [1] Business Development & Strategy - Blackstone experienced the most significant fund appreciation in nearly four years [3] - Blackstone raised an additional $52 billion in inflows [3] - Blackstone anticipates a cyclical upturn driven by a revitalized deal environment [3] - Blackstone sees secular trends in private wealth, private credit, and infrastructure contributing to long-term growth [4] - Blackstone's private equity companies experienced high single-digit revenue growth and margin expansion in Q2 [6] Market & Industry Outlook - Blackstone observes resilience in its portfolio companies, despite challenges in manufacturing and retailing [6] - Blackstone notes that default rates among non-investment grade borrowers are low, at just 50 basis points [8] - Blackstone identifies AI, energy, and digital infrastructure as potential drivers of productivity and economic growth [9] - Blackstone acknowledges the risk of excesses in the data center and AI energy space due to significant investment [10][11][12] - The digital infrastructure sector requires new power capabilities and generation to support growing demand, with a focus on consumer needs [16]

Partnership & Opportunity - The company's partnership with Liberty has a long history and presents significant opportunities [1] - There is a substantial need for power, creating immediate demand [1] Energy Solutions - Gas is viewed as a bridging solution to nuclear energy, playing a complementary role in the future [2] - The company aims to provide near-term power solutions for data center providers, transitioning to new nuclear builds [2] - Offering a comprehensive portfolio mix makes it easier for customers to obtain power [2]

Partnership & Strategy - Oklo and Liberty Energy are partnering to provide energy to large-scale customers, targeting data centers due to increasing AI energy demand [1] - The partnership aims to offer a comprehensive power solution, using natural gas as a bridging solution to nuclear energy [4] - The collaboration allows for a faster market entry for power solutions, with a long-term focus on sustainability [13] - Liberty Energy made a strategic investment in Oklo in early 2023, recognizing the potential for integrating their field operations expertise with Oklo's power solutions [9][10] Energy Solutions & Market Opportunities - Natural gas can provide immediate power, but the partnership offers a path to a lower carbon intensive power generation mix with nuclear as baseload [5][6] - The combined solution provides flexibility, allowing customers to leverage low-priced grid power when available and switch to gas and nuclear when grid prices are less attractive [7] - Oklo is also partnering with Diamondback Energy to electrify their operations in the Permian Basin, indicating broader opportunities in the oil and gas sector [11] - The industry is seeing a trend towards combined solutions, integrating nuclear baseload with the flexibility of natural gas [6][8]

AI发展战略 - 特朗普总统预计将阐述人工智能发展愿景，行动计划侧重于创新、基础设施和国家安全三大支柱 [1] - 讨论可能包括美国需要采取措施在人工智能领域超越中国 [2] - 人工智能发展需要公私部门大规模合作，需要管理以避免成本超支，确保按预算按时交付成果 [6] 能源需求与政策 - 高盛的报告指出，人工智能、量子计算和加密货币对能源的需求巨大 [3] - 支持这些技术所需的新数据中心，其耗电量相当于同时发射 50 枚火箭到月球 [3] - 能源政策对国家安全和经济安全至关重要，需要考虑所有能源来源 [9] - 数据中心与能源供应商达成协议，保证 99.99999% 的正常运行时间，这可能影响其他用户的能源供应 [12] 劳动力与技能 - 需要对美国劳动力进行再培训和技能提升，以适应人工智能创造的新工作岗位 [4] 能源与环境的平衡 - 在能源放松管制以支持数据中心建设时，需要平衡对居民区的影响 [7] - 在加速创新和保护现有客户及居民之间需要做出艰难的平衡 [8] 治理与监管 - 需要成立能源、技术安全、技术弹性和可靠性以及劳动力再培训方面的治理工作组 [15] - 能源容量规划比技术规划更重要，因为技术依赖于能源供应 [14]

CNBC’s Kristina Partsinevelos joins 'Money Movers' to discuss OpenAI signing a $30 billion data center deal with Oracle. ...