AI Buildout & Market Opportunity - AI buildout is central to Credo's performance, mirroring the trend from a few years ago when AI clusters first emerged [1] - High-speed connectivity, particularly connecting vast numbers of GPUs (10,000 to 1 million) in AI clusters, is a key enabler for AI functionality [2] - Data centers are driving the need for higher bandwidth, creating opportunities for Credo's solutions [5] - Overall capex trend is positive news for Credo [9] AECs (Active Electrical Cables) & Technology - AECs connect GPUs to switches and switches to switches within data centers [6] - AECs extend the life of copper connectivity [6] - AECs offer reliability, moving 800 billion bits of information per second consistently without failure, crucial for preventing AI cluster downtime [7] - AECs are more power-efficient compared to optical cables, using approximately half the power for a given link [8][11] - AECs offer system cost benefits compared to optical connections [8] Financial Performance & Market Position - Credo's stock is up over 300% over the last year [11] - Credo has been in the high-speed connectivity market for over a decade [12]

AI Leadership & Competition - The US potentially leads in AI development due to advanced chips from Nvidia, but China possesses significant electrical power resources [2] - China's mature chips may provide an advantage in handling the processing power required for continuous AI queries [4][5] - China's manufacturing capacity offers strategically valuable training data for AI development, contrasting with the US focus on consulting and healthcare [6][7] Infrastructure & Resources - A potential US constraint in AI development is the limited availability of electrical power [3] - China has organized itself to prioritize heavy industry, ensuring resources for AI infrastructure [4] Chip Technology - China's AI chips are considered at best the fourth best, posing a substantial constraint [3] - Mature chips are going to be necessary for inference [4]

Industry Trend - Data centers are booming in drought-hit Mexico [1] Resource Concerns - Data centers are thirsty in drought-hit Mexico [1]

Group 1 - Recent months have seen a significant increase in cyberattacks, with ransomware attempts more than doubling [1] - The rise in cyber threats is attributed to the growing reliance on artificial intelligence, cloud computing, and data centers, which expands the attack surface for potential breaches [1] Group 2 - The article emphasizes the importance of understanding the implications of these cyber threats on companies and industries, particularly in terms of investment opportunities and risks [1]

THE COMPANY EXCLUDED AS MUCH AS $5 BILLION OF POSSIBLE CHINA DATACENTER SALES IN THE PRODUCTION. NVIDIA'S PRODUCTS AT THE CENTER OF A TECH RIVALRY BETWEEN WASHINGTON AND BEIJING. THE TRUMP ADMINISTRATION EARLIER ASKED FOR A 15% COMMISSION IN EXCHANGE FOR ALLOWING NVIDIA AND AMD TO OFFER AI CHIPS IN CHINA.THE CFO TOLD US THE UNCONVENTIONAL PLAN HAS NOT PROGRESSED BEYOND THE EARLY STAGES AND IF THE PLAN IS NOT CODIFIED NVIDIA SHOULD BE ABLE TO PROCEED WITHOUT PAYING THE COMMISSION. LET'S TALK MORE WITH RAY WA ...

Government Policy & Regulation - Alberta plans to impose a 2% levy on computer hardware in large data centers [1] - The levy will start at the end of next year [1]

Your next guest says the gains are likely not done. She just initiated coverage on Aqua with a buy rating. Let's welcome in Dimple Goai, clean energy analyst at Bank of America.The aforementioned Dimple Goai. It's good to have you on the program. Thank you for having me, Brian.The only problem with small module reactors is that currently there are no small modular reactors. This is still kind of a hope and a dream. They hope to roll this out in 2027 at Los Alamos.Is it going to work. Look, that's almost lik ...

Pouring billions of euros into building vast data centres and subsidising hardware investment “is a misguided solution to the wrong problem”, argues Christian Klein in a guest essay https://t.co/WUJZlJ62lk ...

Energy Consumption & Infrastructure Strain - Data center demand is straining America's biggest energy grid [1] - Consumers are paying a steep price due to this strain [1] - The situation is expected to worsen [1]

Tough timing amid the current pressure on some of the companies. What do you make of this questioning. Yeah.So, you know, importantly, the reason we launched this fund is we believe this is the most profound technology shift that we will see in our lifetimes. So whatever happens over the next couple of months is going to happen. But the direction of travel over the next 20 years we think is very positive as it relates to AI.And if we just, you know, reflect back over the last 25 years and the cloud, the soc ...