fifa rivals quietly cracked the code: hide the web3, pump the revenue 65%meanwhile aave casually processing $50b in deposits, ranking with top 100 global banks. $390m fresh usdt flow last weekthe infrastructure play was always going to win before the speculation ...

You and I have talked about infrastructure so much, but I almost consider names like TSMC and ASML as being kind of soft data sets rather than kind of hard data sets. ASML gave us one signal and then TSMC gave us another. As somebody that looks at their exposure to this air supply chain.What did you make of it. Well, I think you really have to go up to kind of a higher order of capital expenditures, which is impacting so many different semiconductor stocks. If you look at the top four builders of infrastruc ...

Most infra today assumes you’re building alone.The Sui Stack assumes you’re building together - collaborating with users, data, other apps, and agents.It’s not just new plumbing. It’s a rethink of how software is supposed to work.Here’s how 👇 https://t.co/vLk16yCmVe ...

How big is the AI and infrastructure opportunity for BlackRock. I think it's enormous and we made a strategic uh study in 2023 and this is why we did these three acquisitions. We did uh GIP.We believe infrastructure is just at the beginning of a golden age and I'll get into that. Uh we believe private credit will continue to grow and evolve. We did HBS.That's HPS. But it but but also we believe that if you're going to be if if you believe there's going to be a melding between public and private markets whic ...

AI and Energy Investment - Google is pledging $25 billion for AI and energy investment [1] - Coreweave is committing to $6 billion for data centers and AI infrastructure [2] - The industry anticipates trillions of dollars investing in infrastructure related to power grids, AI, and the digitization of the economy [10] Energy Production and Regulation - Pennsylvania's natural gas production is limited by pipeline capacity, but it's easy to ramp up production for electricity generation [3] - Constellation Energy needs to move more quickly through the Federal Energy Regulatory Commission and Nuclear Regulatory Commission for relicensing and permitting [5][6] - The industry needs regulatory approval to operate, increase plant output, and expedite engineering work and permitting [6] AI's Impact on Energy - AI is helping manage the energy system more efficiently [8] - AI can enable demand response, where big businesses reduce energy use during peak times [8] - Demand response or curtailing energy use during peak times can support dozens of data centers [9] Public vs Private Energy Consumption - Ensuring power produced by new or existing plants is available at a reasonable cost to the public, not just high-cost electricity to large tech companies [7] - The industry believes there will be abundant power, but managing peak demand is crucial [8]

Thank god President Trump won the election or I don't think we would have fixed that. We would both have lost the AR arms race and we'd have massively more blackouts. And the answer is we just got to make it easy to build stuff in America again.You know, these clean power plan rule 2.0% Biden administration made it basically virtually impossible to build a new natural gas or a new coal plant. Well, that's the biggest sources of electricity together with nuclear. That's what runs our country.So, in this admi ...

wall st deploying parallel infrastructure on eth/sol. they're playing both sides ...

markets obsessing over pump and dump while real alpha is in infrastructure• base chain: 8.7m active addresses, 168% worker growth• infinex: 591m weekly volume, new eth/btc pairs• cross-chain yield wars heating upattention follows liquidity. liquidity follows infrastructure ...

Natural Disaster Preparedness & Response - Texas legislature is expected to revisit a $500 million package for early detection and warning systems following natural disasters [1][2][4] - Texas has experienced more federal disaster declarations since 1980 than any other state in America, ranging from flash floods to hurricanes [2] - The speaker advocates for proactive preparation and infrastructure development to mitigate the impact of natural disasters, arguing it's more cost-effective than reactive responses [7][8] - The speaker mentioned the need for better adaptation and mitigation strategies in response to a changing environment [4] Recovery & Federal Assistance - Debris cleanup from the Guadalupe River disaster is estimated to take several months, if not years, potentially inundating all landfills in Texas [9][10] - There are still over a hundred people missing a week after the event, highlighting the ongoing search and rescue efforts [12] - The speaker advocates for reorganizing FEMA and streamlining disaster recovery processes by consolidating federal agencies and cutting bureaucratic red tape [14][15] - Rebuilding a home after Hurricane Harvey required over 16 permits, suggesting the need for block grants to states, counties, and cities to expedite the recovery process [16] Infrastructure & Mitigation Examples - The speaker advocated for the largest storm surge barrier in American history [5] - New Orleans successfully implemented swinging levees after Katrina, protecting the city from Category 3+ storms [5] - The Blanco River Authority allocated funds for an early detection system after the Wimberley storms in 2016 [4]

Study Overview - CNBC is conducting its 19th annual study to determine America's Top States for Business [1] - The study uses a methodology crafted in 2007, evaluating states based on 10 categories of competitiveness [2] - The weighting of these categories changes yearly based on what states emphasize in their marketing [2] Key Categories and Factors - Economy is the top-weighted category this year, reflecting economic anxiety and state finances [2][3] - Infrastructure is a significant factor, including sites, roads, bridges, and computing power [3][4] - Workforce remains a crucial consideration due to worker shortages [4] - Cost of doing business encompasses taxes, wages, and incentives [4] - Business friendliness includes how states support emerging industries like artificial intelligence [5] - Quality of life, technology and innovation, education, access to capital, and cost of living are also considered [5] Risks and Challenges - The study factors in risks from tariffs and federal budget cuts [3] - The reduction in federal research money impacts technology and innovation rankings [5] - High insurance costs are a factor affecting the cost of living [5] Upcoming Reveal - The top state for business will be revealed tomorrow morning on Worldwide Exchange and Squawkbox [6][7] - State rankings will be available at topstates.cnbc.com [7][8]