AI and Computing Power Demand - The demand for computing power is insatiable, indicating a long runway for investment in physical infrastructure like semiconductors and cloud [1][2][3] - The expansion between Oracle and Open AI is 45 gigawatts worth of capacity, highlighting the significant energy requirements of AI development [3] - The U S is likely to lead the AI race due to its self-sufficiency and relatively cheap energy production compared to Europe and the U K [5] Energy Sector and Infrastructure - The energy sector and energy infrastructure requirements are intrinsically linked to the need for computing power, leading hyperscalers to invest in energy sources like nuclear [4] - The quest for cheaper, more efficient energy is crucial for supporting data center expansion and AI development [5] Market and Economic Factors - The jobs data is considered "Goldilocks" because of better-than-expected job numbers and a solid labor market, alongside slower wage growth [6][7] - The Federal Reserve is in no urgency to cut rates, which the market seems to prefer, valuing a strong labor market over immediate rate cuts [7] Technology Sector Performance - Technology sector exhibits strong earnings growth and benefits from productivity gains, making it an attractive area for investment [9] - Lower bond yields and interest rates, potentially resulting from future rate cuts, would particularly benefit growth areas like the technology sector [10]

Welcome back to Squawkbox. A recent report card on the nation's infrastructure gave barely passing marks for us and highlighted a glaring and growing vulnerability in everything from bridges to ports to energy to communications and beyond. Dianic explains in her continuing series on the rising risks from climate change [Music] at Fort Lauderdale International Airport.Historic rainfall turned runways into rivers, shutting it down and stranding passengers. And in New York City, extreme heat caused metal on th ...

Industry Trend - The shift from High-Performance Computing (HPC) to Artificial Intelligence (AI) is redefining infrastructure [1] - Understanding how AI workloads differ from HPC is crucial for infrastructure planning [1] DDN's Offerings - DDN is hosting a roundtable to discuss supporting next-generation AI workloads [1] - DDN offers strategies for scaling across hybrid and converged environments [1] - DDN provides lessons from the field and live Q&A with DDN experts [1] Resources - DDN encourages engagement through various platforms including LinkedIn, X (formerly Twitter), and Instagram [1] - DDN provides access to resources such as their website, product information, customer use cases, and blog [1] - DDN offers a contact option to connect with a storage specialist [1]

RT Tesla (@Tesla)Tesla has been focused on investing in manufacturing and infrastructure in the US since our inception and till the beginning of the year, we had invested ~$44B of capital expenditures. Just in the last fiscal year alone, we did ~$10B of capital expenditure and plan to invest another ~$8B this fiscal year. ...

AI发展趋势 - 下一次工业革命由AI驱动，美国和中国可能占据主导地位，但欧洲正在努力缩小差距[1] - NVIDIA看好欧洲，押注AI工厂和强大的芯片[1] - 欧洲在AI领域起步较晚，但NVIDIA认为它正在赶上[2] - 欧洲的AI初创企业正在崛起，但资金规模通常较小[6] - 欧洲在AI领域的投资正在追赶，与中国的差距正在缩小[7] - NVIDIA预计欧洲的计算能力将在两年内增长十倍[10] 欧洲AI发展挑战 - 欧洲AI公司获得的资金是美国公司的七分之一，AI相关专利数量是美国的3-1[6] - 英国和欧洲在能源和基础设施方面存在瓶颈，这阻碍了AI的发展[15] - 英国是世界上最大的AI生态系统，但缺乏基础设施[13] - 欧洲缺乏大型科技公司，研发预算不足[36] - 欧洲在公共市场对技术和增长的估值方面面临挑战[37] 欧洲AI发展优势 - 英国、德国和法国是欧洲AI领域的主要参与者[8] - 英国在AI领域遥遥领先，拥有20家AI独角兽企业和超过2300家由风险投资支持的AI初创企业[9] - 欧洲在应用层面上进行建设，拥有强大的制造业基础和医疗保健系统[40][42] - 欧洲公司通常从一开始就注重隐私，这在高度监管的行业中更具吸引力[48] - 欧洲在国防科技领域也看到了巨大的增长[50] 行业观点 - OpenAI的首席运营官表示，欧洲对AI工具的需求正在增加，欧洲与美国和中国之间的竞争差距并不像人们想象的那么大[21] - 游戏公司Supercell的CEO认为，欧洲应该停止与硅谷比较，建立自己的欧洲版本[27] - 风险投资公司认为，欧洲正在发生真正的变化，人们对AI充满活力，并认识到欧洲拥有深厚的人才储备[33]

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 ...