RT Brody Ford (@BrodyFord_)scoop: Oracle is looking to borrow $15 billion dollars as it spends big on data centers for OpenAI. $ORCL w/ @Ethansteinberg0 https://t.co/DECTOBmPKc ...

Nvidia Corp. (NASDAQ: NVDA) invests in a company that will spend the money on data centers. ...

Energy Demand & Supply Concerns - The US existing grid may not have enough power to support the massive scale of data centers, leading to concerns about fulfilling energy demand [1][2] - AI data centers are increasing electricity prices due to their growing power needs [2][3] - Bottlenecks exist in bringing natural gas online, hindering the ability to meet the power demands of data centers [5][6] - Fulfilling data center companies' ambitions will require 5-10 years to bring online energy sources like solar power and batteries [6] Nuclear Energy & Regulatory Landscape - The US has taken a pullback on nuclear energy due to environmental and safety concerns, while China is pressing forward with nuclear reactor construction [4] - The average construction time for a nuclear reactor in China is 57 years, raising questions about the US's ability to meet power demands [4] - Both the Trump and Biden administrations have attempted to ease regulatory bottlenecks for bringing new reactors online, but it still takes a long time [8][9][10] - Nuclear companies anticipate new reactors may not be operational until the end of the decade or into the 2030s [8] Cost Considerations & Investment Outlook - The cost to build a US reactor is significantly higher compared to China, potentially creating a log jam [10][11] - Small modular reactors (SMRs) promise to bring scale and reduce costs, but this is currently theoretical [11][12][13] - For investors with long-term horizons, nuclear power investments may be wise, but near-term volatility should be expected [14] - Investment opportunities exist in bridge power solutions, such as companies like Fluence and Amoresco that are deploying batteries and solar on the grid [6][15]

Just a minute. We want to go back to tech. Nvidia coming off its best day since July after announcing plans to invest up to $100 billion in Open AI as part of the data center buildout. Our Mackenzie Sagalas just caught up with OpenAI's CFO and joins us now with more Mac >> Frank. I'm here in Abalene, Texas at the epicenter of OpenAI's ambitious Stargate project. CFO Sarah Frier telling me in an exclusive interview a short time ago that the bottleneck, it's not money, it is power. OpenAI has reviewed upwards ...

Meanwhile, let's stick with the AI boom. Our next guest is out with a new report projecting demand for AI compute power will eventually require $2 trillion in annual revenue. Annual revenue by 2030, a number he says the world is currently far short of.Joining us this morning, David Crawford, chairman of Bane and Company's global tech practice. Big report out today that's definitely worth reading. David, thanks for the time.Good to see you. >> I see you. Can you walk viewers through some of these expectation ...

Compost Secure Business Performance - Compost Secure's stock price has increased significantly from around $750 a year ago to over $20 now [1] - The company emphasizes the brand cachet associated with metal credit cards, comparing it to luxury brands like Louis Vuitton [1] Digital Transformation and Data Centers - The digital age is only 40 years in, with significant transformation expected over the next 50-60 years [3][4] - Computing power is predicted to double every two years, potentially leading to a 32-fold increase in 10 years and over a thousand-fold increase in 20 years [5] - Data centers are considered essential for storing information, even with the advent of quantum computing [7] - Despite potential power constraints, the significant investment in data storage ensures that power solutions will be found [9][10] Talent Acquisition and Immigration - Attracting and empowering brain power is crucial for economic thriving and competitive advantage [12] - Immigration policies should focus on attracting talented individuals who can contribute to innovation and economic growth in the US [13][14]

Futures calm this morning following a new highs for the Dow, S&P, and NASDAQ. Joining us right now is Stephanie Link, chief investment strategist at High Totower and a CNBC contributor. Okay, so here we are.We we're on the on the back of this big Nvidia news. A lot of people excited about that. I don't know.I'm actually curious before we even get into everything. How excited or not are you about that news. Oh, it's it's transformational.I mean, and this is incremental 350 to400 billion dollars for Nvidia ov ...

Nvidia will invest as much as $100 billion in OpenAI to support new data centers and other artificial intelligence infrastructure.Presight CEO Thomas Pramotedham tells @joumannatv the partnership shows the "convergence of technology leaders coming together" https://t.co/swl8CzV014 ...

AI 行业发展与电力需求 - AI 和超级智能被视为赢者通吃的行业，电力需求问题将日益严重 [2] - 预计 2025 年至 2026 年间，AI 推理的消耗量将增长 10 倍，达到 500 万亿 tokens [13] - 数据中心芯片市场预计到 2029 年将达到 5830 亿美元 [10] Terowolf 公司战略与能力 - Terowolf 不仅提供电力，还建设数据中心，以满足客户的需求 [2] - Terowolf 正在改造退役的工业资产，利用现有的电网连接和基础设施 [3] - Terowolf 拥有 1.2% 的千兆瓦级 (Gigawatt) 电力，可扩展并为 AI 行业准备就绪 [15] - Terowolf 正在寻找具有滞留天然气的州，以开发联合循环燃气轮机 (CCGT) 天然气设施，预计需要 4 年时间 [5][15] 能源市场与竞争 - 新发电设施的建设需要 4 到 5 年的时间 [5] - 美国在电力设施开发方面具有优势，尤其像 Terowolf 这样的前独立电力生产商 (IPP) [16] - 中国在能源领域领先于美国 [11] 风险与挑战 - 对 AI 领域的长期发展持谨慎态度，因为实现 AI 梦想可能存在障碍 [7][12]

AI Infrastructure Investment & Scale - Building planetary-scale AI infrastructure requires both private and public sector resources [2] - The AI infrastructure buildout, encompassing energy exploration, power generation, transmission, data centers, supercomputers, and application layers, is estimated to be a multi-trillion dollar investment [5] - This infrastructure is considered a fundamental component of the future economy for the next 50 years [5] Demand & Monetization - The large deals announced by AI labs and hyperscalers indicate significant demand for compute [4] - The majority of compute being built is to serve inference, which represents the monetization of AI [11] - Hyperscalers are being paid to build this infrastructure to serve current and projected client demand [12] Bubble Concerns & Commercial Activity - The question of whether the large capital investments in AI will produce a significant return is being raised [10] - The flow of money into AI is supported by broad-based demand across the technology space as businesses integrate AI into their workflows [13] - The companies deploying capital in AI are among the largest and most successful, differentiating this from the dot-com bubble [14] Comparison to Dot-com Era - Unlike the dot-com era, which was a bolt-on to existing infrastructure, AI requires a new layer of power generation due to increased power consumption [7] - The disruption caused by AI is considered to be on the same order of magnitude as the advent of the internet [8]