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 ...

Welcome in Daniel Newman. He's the CEO of Futurum and Paul Prager. He is the CEO of Terowolf, actually making power for high compute data centers.Paul, you and your team are working to solve this very problem. So, I'm going to ask you, these numbers, I know electricity is confusing, but these numbers are astronomical. And when they announced this deal, I started sort of yelling to nobody, by the way.How is this ever going to happen. How big are these power generation figures. and can this actually occur.>> ...

We've CEO Michael and Trader joins us now. It's good to have you here at Postine. Welcome.So, so we were in these talks sort of on the sidelines of the UN General Assembly about how governments can work with core. You were also just fresh off of this trip with President Trump to the UK announcing all of these these deals. What's your takeaway on the on the best way to do this, private sector, public sector.So, uh, thank you for having me. And I I do think that, uh, both of these meetings, uh, really highlig ...

The Nordics have become attractive spots for data centers thanks to lower prices, ample land availability and naturally cooler weather https://t.co/vDwrWpLnZs ...

Investment Strategy & Value Proposition - Magnetar focuses on being value-added to portfolio companies by helping them finance GPU and compute needs for data centers [3] - The firm prioritizes understanding the asset value and customer contracts to unlock value for companies [4] - Magnetar emphasizes a diversified portfolio approach, prioritizing downside protection by assessing assets and contracts [10] - The company aims to lower the cost of capital for its partners by engaging with management teams [9][11] Datacenter Infrastructure & Market Dynamics - Demand for GPUs is exceptionally high, with companies needing more [7] - Infrastructure investment is driven by skill, scale, and scarcity [5] - Datacenter projects are experiencing significant scale, moving from 100 GPU clusters to potentially millions of GPUs [5] - Large-scale neo cloud infrastructure projects are attracting legacy finance and strategic partners due to increasing capital requirements [8] Customer & Asset Mix - The customer mix and asset mix are crucial for lowering the cost of financing [13] - A portfolio with only non-investment grade customers is more difficult to finance [14] - Balancing non-investment grade (high-growth) and investment grade customers is important for portfolio financing decisions [14]

Market Trends & Economic Outlook - The market may see a similar situation to a year ago with potential for rising inflation and two-year Treasury yields around 35%, possibly moving higher [1] - Economic growth alongside rising inflation isn't necessarily negative [1] - Small caps are potentially underowned, with futures short on Russell, suggesting lower rates could benefit them [1] Investment Strategies & Portfolio Allocation - The firm suggests not being long bonds and considering a lower bond allocation, with alternatives like gold for balance [1] - Diversification is crucial, with potential opportunities in international markets (e g, China) and small caps [1] - Consider diversifying from the "Magnificent Seven" (Mag 7) due to their concentrated exposure [1] Individual Stock Picks & Sector Focus - Axon, a maker of body cams and tasers, is highlighted as a potentially good investment with 30% type growth [1] - AI is a significant theme for the next 3-5 years, but diversification beyond chip manufacturers is recommended, including data centers, cooling systems, and energy companies [1][2] Valuation & Risk Management - Overconcentration in a few AI chip names carries significant risk [2] - The traditional valuation game may not always work, as seen with Nvidia and Broadcom, where earnings eventually justified high valuations [1] - Stocks hitting highs often continue to make new highs, while stocks hitting lows can potentially go to zero [1]

Group 1 - The article provides a market analysis covering major technology companies including Microsoft Corporation, Alphabet Inc Class A, Apple Inc, and Meta Platforms Inc [1] - It highlights the performance trends and financial metrics of these companies, indicating their positions in the market [1] - The analysis aims to identify potential investment opportunities and risks associated with these tech giants [1] Group 2 - Microsoft Corporation is noted for its strong cloud services growth, contributing significantly to its revenue [1] - Alphabet Inc Class A shows robust advertising revenue, although facing challenges from regulatory scrutiny [1] - Apple Inc continues to leverage its ecosystem, driving sales through services and hardware integration [1] - Meta Platforms Inc is focusing on monetizing its platforms while navigating user privacy concerns [1]

Core Viewpoint - IREN Ltd. has transitioned from being relatively unnoticed to gaining significant attention in 2025 due to its operations in data centers and Bitcoin mining [1] Company Summary - IREN Ltd. operates in the data center sector and is involved in Bitcoin mining, indicating a dual focus on technology infrastructure and cryptocurrency [1]

I think we can get to where you fit into the process of what is just massive infrastructure as a project, but that your reaction first to what's happening in the UK. It seems to be the next market in this cycle. Oh absolutely.I mean, when you think about how much potential there is in the UK, I think it is extremely exciting and very, very untapped. So I love to see companies like Microsoft and Google coming in and investing in the UK and the US and the UK actually working closer together. You say a lot of ...

Core Viewpoint - Rambus Inc. is gaining significant attention from investors and analysts due to its strong position in the artificial intelligence and data center markets, which are critical growth areas in the technology sector [1] Company Summary - Rambus Inc. operates in the memory-chip sector and has a deep exposure to artificial intelligence and data center markets, positioning itself as a key player in these rapidly growing industries [1] - The company's shares have shown notable performance, attracting interest from both investors and analysts [1] Industry Summary - The artificial intelligence and data center markets are experiencing substantial growth, leading to increased investor focus on companies like Rambus that are well-positioned to capitalize on these trends [1]