Let's start with the Trump action plan. What is this action plan which has been released this morning. Well, it's 23 pages of policy framework, essentially, that is positioned to help what the administration would put it as America winning in Haiti.There's a heavy emphasis on the infrastructure requirements needed, particularly around energy and the energy needed for data center build out. But it goes a little bit further than that in talking about deregulation, essentially cutting red tape on the infrastru ...

By the way, the White House officially unveils that action plan in the last hour. The president said to make his first speech addressing AI at a summit tonight called Winning the AI race. Joining us exclusively this morning is the US Federal Chief AI officer and chief information officer Greg Barbaruchia.Greg, thanks for being with us. Good to see you. Thank you.We got the document, working our way through it. What what's important for viewers to know about it. Uh I'm couldn't be more excited to speak with ...

Group 1 - The article provides a buy rating for Sika AG, highlighting its potential benefits from ongoing infrastructure and data center trends [1] - There is an increasing demand for visibility driven by large-scale government-backed programs and rapid growth in data [1] Group 2 - The author emphasizes a diverse investment approach, incorporating fundamental, technical, and momentum investing strategies [1] - The purpose of writing on Seeking Alpha is to track investment ideas and connect with like-minded investors [1]

we have signed a deal for an additional 4.5 gigawatts of capacity with oracle as part of stargate. easy to throw around numbers, but this is a _gigantic_ infrastructure project.some progress photos from abilene: https://t.co/JfutuoYvn9 ...

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 ...

Artificial Intelligence (AI) & Digital Infrastructure - AI is having a profound impact on markets, with themes displacing sectors in explanatory power [3][4] - The industry is in the build phase of AI, seeing hundreds of billions of dollars in capital expenditure to build better and more scalable models [5][6] - Many investors lack direct exposure to AI beyond the "MAG seven" (likely referring to a group of major tech companies), leading to intentional allocation towards digital infrastructure, power infrastructure, applications, and data owners [8] - The industry anticipates continued breakthroughs in AI intelligence, moving from "college level" to "master's degree level," which should boost adoption [17] Capital Expenditure (CapEx) & Investment Trends - Top four infrastructure builders, combined with energy and utilities companies, have CapEx equal to the rest of the S&P 500 combined [2] - Significant investment is flowing from semiconductors to energy and power sources, providing ballast to these stocks [3] - There's $2.2 billion of interest in the ticker AI [6] Geopolitical Fragmentation & Onshoring - Geopolitical fragmentation explains market movements since April, particularly in infrastructure and defense [5] - Onshoring into America and re-industrialization are interesting subthemes, especially regarding real estate and construction of data centers [9] - US infrastructure names are favored, as building semiconductors and high-end technologies like EVs requires roads, highways, airports, ports, electricity, and waterways [10] - Semiconductor equipment manufacturers are a high-upstream way to play more semiconductors being built in the US [11] - Diversification into monetary alternatives like gold is expected to be a big trend through the end of the year [18] Currency & International Exposure - TSMC, a Taiwanese company booking revenue in US dollars but operating in Taiwanese dollars, illustrates currency exposure for American investors [13] - Dollar weakening has boosted international stocks, leading investors to allocate to international ETFs [14] - Currency will be an important factor in explaining earnings this season [15]

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 ...