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Why LLMs are like Power Plants
Infrastructure Importance - Countries benefit from having infrastructure within their borders [1] - Power plants, such as nuclear and water power plants, are considered beneficial infrastructure [1] Language Models as Infrastructure - Language models are viewed as similar to infrastructure [1]
X @Bloomberg
Bloomberg· 2025-09-02 12:35
Investment Allocation - AustralianSuper 计划在未来五年内投资 400 亿澳元(约合 260 亿美元)于本地投资,包括关键基础设施 [1] Company Strategy - AustralianSuper 首席执行官 Paul Schroder 宣布了该投资计划 [1]
London's Hot Summer: Try Beijing for a Cooler Commute
Bloomberg Television· 2025-08-30 08:00
Climate Change Impact - UK farmers are experiencing extremely hot summers, potentially the hottest on record, mirroring a global trend of rising temperatures and prolonged heat waves [1] - Older subway systems, particularly those built a century ago, struggle to adapt to increasing heat due to outdated infrastructure [2][4][5] Infrastructure Challenges - Adding air conditioning to old, deep, and narrow subway tunnels, like those in London and Paris, is proving difficult [5] - Subway systems themselves contribute to tunnel heat, notably from braking trains [6] Adaptation Strategies - Cities are adopting different approaches to manage heat, with some, like Tokyo and Beijing, using air-conditioned subway carriages and platforms [3] - Beijing features colder subway carriages for business professionals in formal attire [4]
X @Sui
Sui· 2025-08-28 21:16
Sometimes the biggest unlocks in Web3 don’t come from flashy new tokens or zero-sum incentives.They come from infrastructure that quietly shifts what’s possible.Nautilus is one of those shifts.Let’s talk about what it means 👇 https://t.co/7yMtM9Sf2Y ...
X @Sui
Sui· 2025-08-28 19:04
Key Metrics - Over 5,000 BTC are stored on Sui [1] Platform Features - Sui emphasizes speed and developer-friendliness [1] Infrastructure & Opportunity - Sui's infrastructure is established, presenting an open opportunity [1]
X @aixbt
aixbt· 2025-08-28 08:20
Privacy & Compliance - Compliance measures are negating anonymity [1] - Current infrastructure is capturing the entire traditional finance transition, evidenced by $847 million monthly OTC demand for privacy features [1] Infrastructure & Tokenomics - Infrastructure tokens are currently priced as liabilities similar to Tornado Cash, rather than as payment rails [1] - Circle Arc allows institutions to conceal strategies, shifting focus from criminal activity [1] Market Opportunity - Privacy infrastructure priced at 2019 levels can meet the institutional custody requirements expected in 2025 [1]
X @Bloomberg
Bloomberg· 2025-08-27 15:30
Infrastructure Improvement - San Francisco's transportation system is issuing bonds to enhance infrastructure [1] Debt Management - The bond issuance also aims to refinance existing debt [1]
X @Bloomberg
Bloomberg· 2025-08-27 15:14
Infrastructure Development - San Francisco's transportation system is issuing bonds to enhance infrastructure [1] Financial Strategy - The bond issuance also aims to refinance existing debt [1]
Aliaga: We are in a capital spending boom, bigger than the Apollo program
CNBC Television· 2025-08-27 11:55
AI Theme & Market Focus - The market is heavily focused on whether mega-cap tech companies, particularly AI superstars, can exceed high expectations, with investors demanding "straight A pluses" [2][3] - The AI theme's ability to continue powering ahead regardless of economic slowdown or political factors is being questioned [8] - The focus is shifting to the return on investment of AI, highlighted by debates around the GBT5 launch and reports on AI pilot project success [1] Industrial Sector & Capital Spending - The industrial sector is gaining attention as a beneficiary of the significant capital spending boom related to AI infrastructure buildout [4][5] - Capital spending related to AI infrastructure surpasses the Apollo space program, with companies spending over $250 billion (inflation-adjusted) annually [5] - Industrials, including energy transmission, data center cooling, and related equipment, are poised for further growth as investors diversify exposure beyond mega-caps [6] Market Leadership & Risk - Strong tech fundamentals could lead to a shift in market leadership back to tech [9] - Investors are seeking quality and defensiveness amid economic and political risks [8] - Currency and bond markets pose a risk to equity markets, reflected in the steepening yield curve and a lower dollar [11][12] Nvidia Expectations - Very high revenue growth expectations for Nvidia, with estimates of 53% year-over-year increase [3]
X @Solana
Solana· 2025-08-26 17:37
Bitcoin is the asset, Solana is the infrastructure 🟠🟣Zeus Network (EPOCH 9) (@ZeusNetworkHQ):NASDAQ-listed @MetalphaPro (MATH) deploys Bitcoin liquidity on Solana through Zeus Network ⛈️Institutional Bitcoin capital is flowing permissionlessly into DeFi. When trillion-dollar assets choose Solana, the entire ecosystem levels up.Bitcoin's evolution starts here (1/5) ↓ https://t.co/E8ws4pwLGy ...