ABB is set to develop next-generation AI data centers in collaboration with Nvidia https://t.co/BGmDfsYHkv ...

AI compute demand growth is twice the rate of efficiency growth.What does this mean?Unless GPUs become more efficient this will become the most sought after commodity for AI.Here's a list of crypto protocols that could benefit from this insatiable demand:- @USDai_Official: GPU backed lending protocol- @gaib_ai: Tokenizes enterprise GPU yields into tradable assets- @AethirCloud: Enterprise-grade DePIN GPU cloud- @rendernetwork: GPU compute for 3D rendering, visuals- @ionet: 70% cheaper than AWS in providing ...

Core Points - JPMorgan Chase has launched a $1.5 trillion initiative called the "Security and Resiliency Initiative" aimed at strengthening industries critical to the U.S. economy and national security [1][2] - The initiative will focus on four key areas: supply chain and advanced manufacturing, defense and aerospace, energy independence and resilience, and frontier and strategic technologies, which are further divided into 27 sub-areas [6][9] - The company plans to invest up to $10 billion in direct equity and venture capital to support U.S.-based companies in enhancing growth and innovation [2][10] Investment Focus - The initiative will direct funds toward projects in energy, manufacturing, and defense, addressing the U.S.'s reliance on unreliable sources for critical minerals and products [2][3] - JPMorgan aims to ensure reliable access to essential resources such as life-saving medicines and critical minerals, while also advancing technologies like semiconductors and data centers [9][10] Strategic Actions - The company will advocate for policies to accelerate these efforts and conduct targeted research on private companies and supply chain issues related to rare earths, AI, and advanced technology [9][10] - JPMorgan plans to hire additional bankers, investment professionals, and industry experts, and will establish an external advisory council to guide its long-term strategy [12]

The world's biggest tech companies are spending trillions to fuel artificial intelligence, building data centers the size of cities and snapping up every advanced chip they can find. Open AAI, the maker of chat GPT, is planning a $500 billion infrastructure project called Stargate. Meta's Mark Zuckerberg, is pouring hundreds of billions into new data hubs.Nvidia, the chip giant at the center of it all, is even financing its own customers, helping them buy more of its hardware. Even AI's biggest believers ad ...

It's time for the big three. Three stocks, three charts, three trades. Rick Dukat will take you through the charts.And here to take you through the trades and the names is Tim Bowen, the chief technical trader at stockstotrade. com. Great to see you both.Tim, let's start with a big picture thought on the market if we can. Obviously things changing as we speak. Uh flipping green to red here to close out the week.Uh what do you make of it. Yeah. Well, ev evidently Trump knew I was coming on and and decided to ...

Bidding data centers on this tariff sell off$IREN is a no brainer down here https://t.co/jllNkAQb78 ...

Welcome back. Shares of Nvidia are up about 2% after the Commerce Department reportedly approved several billion dollars worth of its chips to the United Arab Emirates. For today's tech check, Christina parts digs into the Gulf States AI ambitions.Christina, well, these chips could be worth billions of dollars and are heading to the Middle East. According to Bloomberg, the US just green lit exports uh to the UE under a deal signed back in May. Um, and I just like to point out that Nvidia is declining commen ...

AI infrastructure & data centers continue the melt up ...

TOM: GOOD MORNING. THIS IS BLOOMBERG DAYBREAK EUROPE. HAPPY FRIDAY.THESE ARE STORIES. LET’S SET YOUR AGENDA. ISRAEL APPROVES THE DEAL TO TEPID WAR WITH HAM EAS.PRESIDENT TRUMP SAYS HEM TRAVEL TO THE REGION TO BE ON HAND FOR THE RELEASE OF HOSTAGES. TRACKING LOSSES ON WALL STREET AMID CONCERNS OVER PUNCHY VALUATIONS FOR TECH STOCKS. MICROSOFT’S CLOUD CRUMPLE CONTINUES.U.S. DATA CENTER SHORTAGES ARE SET TO PERSIST INTO NEXT YEAR LONG THEY ARE AEN THE COMPANY GUIDED. AND IN THIS EPISODE WE LOOK AT HOW A. I.IS ...

Core Insights - Microsoft has launched its first massive AI system, referred to as an AI "factory," which will be deployed across its Azure data centers to support OpenAI workloads [1] - Each AI system consists of over 4,600 Nvidia GB300s rack computers equipped with the Blackwell Ultra GPU chip, with plans to deploy "hundreds of thousands" of these GPUs globally [2] - The announcement follows OpenAI's significant data center deals with Nvidia and AMD, with OpenAI reportedly securing $1 trillion in commitments for its data center expansion by 2025 [3] - Microsoft operates more than 300 data centers in 34 countries, positioning itself to meet the demands of advanced AI applications [4] - Further details on Microsoft's AI workload capabilities are expected to be shared at the upcoming TechCrunch Disrupt event [5]