I got a call yesterday about Bloom Energy, a company that makes novel hydrogen fuel cell systems for on-site power generation that can be used in the data center. You hire them and they're set to turn around the order in 90 days. Poof, voila, your data center is up and ready.Now, I've always admired Bloom's technology, but frankly, I never thought much of its stock because the company's been a chronic money loser. For years, the stock did nothing, and eventually I stopped paying attention to it. That was wr ...

joined on set by Adair Fox Martin, CEO of Equinex. Adair, thank you for coming in. >> Thank you so much for having me.>> To the wilds of New Jersey. >> Delighted to be here. >> Fant.We're delighted you're here. So, you gave me a really good example before the show began of what you guys do. You compared it to an airport.Explain what that means and who your company is. >> Yeah. So, I think in the world of data center, there's a harmonious view of data centers, but actually there's different types.Um, and Equ ...

Can you put a number behind how much Amazon is investing in AI infrastructure. >> I think this last quarter we invested something like 23 28 billion uh in infrastructure and I think we're um on pace to to continue that investment. As we think about investment, it's not just what you do this quarter, but it also is what you're planning for 2 to 3 to 5 years out there in the future to ensure that we have enough data centers, to ensure that we have enough power, to ensure that we have innovative chip technolog ...

We got to talk about this first, but I do want to broaden the conversation. Almost everybody that comes on and talks to us about alternatives is really focused on data centers. As I mentioned with our previous guest, there's a lot of concerns about maybe this is all a bubble after those Oracle results, especially because of the concentration of one customer really being the fuel for some of that guidance.How are you viewing the data center buildout. Is that still an area where you're looking to deploy capit ...

Ros, it's going to be a big week for for the prime Minister, arguably more important than for President Trump, who's coming with a number of CEOs. Let's start with the nuclear deal before maybe we get onto domestic politics. What do we know about this nuclear deal and some of the other other deals that may come through from Wednesday through through the rest of this week.Well, that's right. So they're highlighting a whole lot of different kinds of business deals they hope to get done this week. The nuclear ...

Been a big week for AI related names. I mean Oracle is obviously going to steal the thunder. Nebus because the deal with Microsoft is obviously the runaway winner up 36%.But many of the names especially in the power uh area have done well. Vistra, Verdive for example, Gnova you bought more Rob uh NRG and you bought more monolithic power systems. Tell me more.>> Correct. It's all about uh data centers and regulating and regulating power. It's our favorite way to get exposure to data center uh consumption.The ...

Welcome back to Trading 360. I'm Diane King Hall. Time now for the big three.Three stocks, three charts, and three trades. Rick Dukat will take us through the charts. And here to take us through the trades is Tim Bowen, chief technical trainer at stockstotrade.com. You can tell it's a Friday, guys. I'm got a tongue twister there, Tim.Um, and at least I made you crack up without a pun so far, but you know I'm bringing one. Okay, so we're going to get into your first one right away. Open Door, which opened th ...

All right. What do you think about this idea here that Oracle is the next Nvidia. I I think there's one important difference between the two companies.Nvidia has a moat where Oracle actually benefits from the overflow of some of the hyperscalers. So, it seems like they're actually coming at two different sides of this. But what are your thoughts.Yeah, you can see where they're similar, right. These are legacy tech names um that are involved in AI. These are companies that have been around for a long time um ...

So your Investor Day today comes off the heels of, I think, a really exciting announcement for this industry of how you're positioning Brookfield that is growing your insurer and really letting that lead your investments if this is it in your words and evolution, if this is Brookfield 2.0%, what is Brookfield 2.0% look like. I think it's Brookfield 5.0%. But look, I would just say that the world is always evolving and we're always just trying to figure out how do we fit, how do we take enough risk to expand ...

Oracle's AI Growth & Strategy - Oracle 获得大量 AI 交易，推动业绩增长 [1] - Oracle 预计未来四年云基础设施收入将显著增长，分别达到 320 亿、730 亿、1140 亿和 1440 亿美元 [4] - Oracle 的云基础设施收入预计在本财年增长 77% [4] - Oracle 通过差异化技术成为行业领导者 [6] AI Training Market Dynamics - 市场对更大规模 AI 模型的需求不断增长，推动了 AI 训练领域的投资 [3] - AI 模型训练需要与传统数据中心不同的数据中心架构 [5] - Microsoft 不想进入 AI 训练业务，Amazon 和 Google 更侧重于推理 [4][5] OpenAI & Stargate Project - 预计 Oracle 2029 年新增收入中有 300 亿美元可能来自 OpenAI 的 AI 训练中心 [7] - 目前 Oracle 与 OpenAI 的合作并非通过 Stargate 项目进行，而是通过双方协议进行 [7] - 软银可能没有参与 Oracle 与 OpenAI 之间的协议 [8]