Your reaction to this company being the world's first $5 trillion market value company. Well, it really shows us. This representation is huge sea change in technology, which is artificial intelligence.And certainly it's the leader. It's way ahead. But honestly, it's like a tsunami.There's one big wave and then there's wave after wave after wave. And we really don't know if we're even near the peak of artificial intelligence really being incorporated in all the different industries. So this is a qualitative ...

Sarah Eisen talked with Brookfield's Bruce Flatt at the FII conference in Riad and started by asking him about the deal. >> President Trump and uh Commerce Secretary Lutnik uh announced a number of deals uh for the Japanese fund to invest in the United States. And uh the one that we're involved in is uh an $80 billion investment into new nuclear plants in the United States.And uh we're super excited about this. And and probably the most important thing isn't the 80 billion, but we needed to have scale to be ...

Core Insights - Corning Incorporated (GLW) has shown significant performance for its shareholders in 2025, particularly in the context of the S&P 500 [1] Company Overview - Corning operates in various sectors including data centers, consumer electronics, life sciences, and automotive markets, indicating a diverse product application [1]

Investment & Expansion - Amazon is allocating an additional $5 billion for investment in South Korean data centers [1] - The investment aims to significantly increase spending on building AI infrastructure in South Korea [1]

So, I want to start this conversation with an announcement you made exactly a week ago. Uh, CleanSpark is moving away from being a pure play Bitcoin mining company and introducing AI compute into its portfolio. Talk to me about what's behind that shift for CleanSpark spec specifically because you're not alone.I mean, lots of miners have been doing the same. So, talk to me about this decision. Well, Bitcoin miners are uniquely positioned in that we have the ability to build out and energize data centers very ...

This is something that the companies all across the board have been doing since the the pandemic era, what they call over hiring. A lot of these companies saw the growth in how people were relying on tech during the pandemic when they were home. They were obviously ordering a lot more from Amazon because they didn't want to go to the grocery store if they were at home workers and the company hired to accommodate that.And now they don't need as many people. But, you know, I heard your earlier point, Carol, a ...

Private equity giant Blackstone is partnering with Saudi Arabia’s new artificial intelligence company, Humain, to build data centers in the kingdom with an initial investment of about $3 billion https://t.co/2RTWeqr5oB ...

Industry Focus - Tech companies favor Chile for data centers [1] - Proposed AI rules in Chile are a concern for tech companies [1]

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the power demand growth in Developed Markets (DMs) such as the US and EU, and Emerging Markets (EMs) including China and India, with a specific emphasis on the impact of data centers on power demand growth [3][4]. Core Insights and Arguments - **Narrowing Gap in Power Demand Growth**: The US is expected to narrow the power demand growth gap with EMs by 2025, primarily due to the scaling up of data centers [3]. - **Power Demand Growth Rates**: - In 2025, weather-adjusted power demand growth is projected at 2.9% for the US, compared to 2.9% and 3.8% for China and India, respectively, which have seen a slowdown from previous years [3]. - The gap relative to GDP growth for China and India is expected to widen, indicating weaker industrial power demand growth influenced by US tariffs and China's anti-involution policies [3]. - **Data Centers' Contribution**: Data centers are projected to contribute 1.2 percentage points to the average total US power demand growth of 2.6% through 2030, which may continue to narrow the gap between DM and EM power demand growth rates [3][4]. - **Regional Power Market Tightness**: Rapid growth in power demand in the US is expected to tighten local power markets, particularly in major regions, which could constrain future data center and total power demand growth until infrastructure bottlenecks are resolved [4]. Additional Important Insights - **Weather Impact**: The mild weather conditions in China and India during the past winter and summer may not have been fully accounted for in the weather-adjusted data, potentially affecting the accuracy of the growth projections [3]. - **Historical Context**: The report notes that the current strength in US power demand growth exceeding GDP growth is a rare occurrence in recent decades, highlighting a significant shift in the energy landscape [3]. - **Data Center Capacity**: The US holds the largest data center capacity globally, accounting for 44% of the world's total, which significantly influences its power demand share [3][4]. This summary encapsulates the critical insights from the conference call, focusing on the dynamics of power demand growth across different markets and the implications of data center expansion.

I understand, Chris, though, to be a critical piece of the build out here. It seems almost a bit modest, that valuation. Yeah, I you know, we feel like it's a great valuation for investors to get in and we feel like we have a lot of room to grow from from here, just a lot of momentum kind of happening across the space. And, you know, we're well captured, we're well positioned to capture a meaningful amount of it. So, you know, we're thrilled to bring on.You're very busy in America, Right. But what is your a ...