TOM: THE NEXT INDUSTRIAL REVOLUTION IS HERE AND IT'S POWERED BY AI. THE U.S. AND CHINA MAY DOMINATE, BUT IS EUROPE READY TO CLOSE THE GAP. NVIDIA IS BETTING BIG ON EUROPE, NEW AI FACTORIES, POWERFUL CHIPS AND BOLD PREDICTIONS.THE CONTINENT MAY BE LATE TO THE AI PARTY BUT NVIDIA RECKONS IT IS CATCHING UP. THE SEAL OF ARM SAYS THE CHIPS ARE READY BUT EUROPE'S GRID IS NOT. IT THEY WON THE U.K. AND THE REST OF THE CONSONANT FACE A POWER PROBLEM. >> THE U.K. IN EUROPE, THE ENERGY NEEDS ARE NOT IN THE TENS OF MEG ...

I'm interested in what you think about the federal support of chips and the incentives to build here in the United States. Ultimately, is that what you want to see from a profit margin perspective. I think it highlights the importance of semiconductor industry as a whole, the strategic importance.But I think it's not just us, right, globally. Each country, they want to see more capacity built domestically for domestic consumption. So I think broadly speaking, it's too early to tell whether or not it's neces ...

UK has one of the richest AI communities anywhere on the planet. The deepest thinkers, the best universities, Oxford, Cambridge, Imperial College, uh amazing startups. You're rich with great computer scientists.Uh it's a a fantastic place for VCs to invest. The ecosystem is really perfect for takeoff. It's just missing one thing.It is surprising. This is the largest AI ecosystem in the world without its own infrastructure. Which is the reason why we're talking about it so much.Yeah. Which is the reason why ...

UK is in a Goldilocks circumstance. In fact, UK is singular in any other region. It's singular in this condition I'm about to describe.UK has one of the richest AI communities anywhere on the planet, the deepest thinkers, the best universities. Oxford, Cambridge, Imperial College, amazing startups, Deep Mind. I mentioned wave and Synthesia, Love Labs and incredible thinkers and computer science.Really, really excellent digital biology. Of course, the discovery of DNA was here. Incredible, incredible researc ...

Core Insights - Brookfield Asset Management (BAM) operates as a capital-light asset manager within a larger ecosystem led by Brookfield Corporation, which manages assets across various sectors including infrastructure, real estate, energy, and financial services globally [1]. Group 1 - BAM is characterized by its focus on capital-light operations, differentiating it from traditional asset managers [1]. - The company is part of a conglomerate that has a diverse portfolio, indicating a broad investment strategy across multiple industries [1]. Group 2 - The article emphasizes the importance of revenue, earnings, and free cash flow growth as key investment criteria for companies [1]. - It highlights the preference for companies with strong growth prospects, favorable valuations, and high free cash flow margins [1].

Soon, all companies will have one thing in common. Every employee will build their own agents to automate the repetitive parts of their jobs. We'd like to fund founders working on the infrastructure they'll use to do that.Internal agent builders. An internal agent builder is a tool that I can use to create an agent to handle mundane tasks I don't like doing. This infrastructure will need to access every other piece of software I use in my day-to-day.It'll need to manage permissions and send sensitive data s ...