Even as President Donald Trump said that the U.S. won’t share Nvidia Corp.‘s (NASDAQ:NVDA) “advanced” chips with China, Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella has revealed that the primary bottleneck for AI growth is no longer the supply of GPUs but a lack of power and data center infrastructure.Not GPUs, Power Is The Evolving Issue In AI Arms RaceSpeaking on the Bg2 podcast, Nadella provided a stark, real-world correction to the common narrative that a chip shortage is holding back AI. He explaine ...

A majority of consumers say they’re worried about data centers driving up electricity costs. Is the industry prepared for a possible backlash? https://t.co/P6KWBUeuV1 ...

Average power bills in America are up around 40% since 2019, well above inflation. Are data centres to blame? In Georgia, the main culprit is more prosaic https://t.co/51zSNBHWc1 ...

AI Capex and Hyperscaler Dynamics - Hyperscalers are experiencing a rising tide, with Meta showing potential at a better rate [3] - All four major tech companies (Meta, Amazon, Google, Microsoft) possess the capital to build data centers and train AI models [4] - These companies are building "reasoning machines" by combining models, context, and data [5] - The industry is still determining which companies are building superior AI chips for operational advantages [6] - The industry is shifting focus from topline growth to operational efficiency and cost [7] Company-Specific AI Strategies - Google has shown strong progress with its Gemini models [8] - Microsoft's partnership realignment with OpenAI positions it well for the next 5+ years [9] - Amazon's relationship with Anthropic and its Bedrock offering provide price, convenience, and selection for building reasoning machines [10] Nvidia's Dominance and Market Demand - Overwhelming demand for AI and data centers benefits Nvidia, despite companies developing their own chips [11] - The five companies that announced earnings this week are projected to spend over $500 billion on capex next year [11] - Nvidia's strength lies not only in GPUs but also in CUDA and its investments in private companies [12] - Nvidia and Intel are partnering to facilitate growth, as CPUs are needed alongside GPUs for reasoning machines [12]

The world is rapidly changing. AI is transforming industry, but of course, climate risk can still disrupt everything that we think about on a macro level. We've been watching the progress of Hurricane Melissa through the Caribbean.With me now is Edmund Ree, the chief financial officer of AON, which is one of the world's biggest brokerages and business consultants. when you're looking at the impact that a category 5 hurricane had in Jamaica and we're just now starting to get a sense of the damage and the dea ...

From horror to hyperscale: The rush to build AI data centers is so intense that even the owner of a hospital-turned haunted house wants in. @JeremyHtweets explains https://t.co/6Z2Ga4roH3 https://t.co/7S5HHFAzKC ...

Standex International (NYSE:SXI) Q1 2026 Earnings Call October 31, 2025 08:30 AM ET Speaker2Good morning, ladies and gentlemen, and welcome to Standex International Fiscal First Quarter 2026 Financial Results Conference Call. At this time, all participant lines are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. Note that this call is being recorded on ...

Joining me now here on set in [music] an exclusive interview is David Sul, CEO of Solstice Advanced Materials. David, welcome. Um, defense, chips, and nuclear.Why should I believe that these pretty hot areas are are spaces where you can grow. >> Well, John, first off, thanks for having us. It's it's a great day to go public on on our own from Honeywell, but these are really the inflection point of some great grow uh growth trends.uh nuclear power expected to grow three to 400% over the next 25 years. Solsti ...

RT Archie Hall (@ArchieHall)Have data centres raised power bills?Not really, our analysis @TheEconomist finds—at least so far. Adding data centres to a state-level model of electricity prices shows no significant effect.But backlash is brewing. Link ⬇️ to my latest, on the politics of the data centre. https://t.co/toge2FICR6 ...

Financial Data and Key Metrics Changes - Total revenues for Q3 2025 were $863.5 million, representing a 25.9% increase from $685.9 million in Q3 2024 [8] - Adjusted EPS increased by 27.3% to $0.42 compared to $0.33 [10] - Adjusted EBITDA was $145.2 million, up 28.9% from $112.6 million [10] - Adjusted free cash flow for the trailing twelve months rose by 134% to $291.9 million [11] Business Line Data and Key Metrics Changes - Management Services, servicing, and other revenues increased by 12.6%, with Valuation & Advisory growing by 23.5% [8] - Leasing revenues rose by 13.7%, achieving a record third quarter for this service line [8] - Investment sales volumes increased by 67%, significantly outpacing the industry [9] Market Data and Key Metrics Changes - The company reported a 59.7% increase in revenues from Capital Markets, reflecting a 129% improvement in total debt volumes [9] - The company has opened nine international offices and hired over 100 revenue-generating professionals outside the U.S. since the beginning of last year [6] Company Strategy and Development Direction - The company aims to produce over $2 billion of recurring revenues annually by 2029, supported by organic growth and recent acquisitions [6] - Newmark has launched property and facility management services in India and expanded its international presence in various countries [5][6] - The acquisition of Real Foundations is expected to enhance the company's consulting and technology advisory capabilities [42][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting or exceeding 2026 targets, projecting record earnings of over $630 million in adjusted EBITDA [9] - The company remains cautious about macroeconomic factors but believes in the potential for strong growth in the data center sector [29][70] - Management noted that the current political climate in New York is not impacting transaction activity significantly [33] Other Important Information - The company ended the quarter with $224.1 million in cash and cash equivalents and a net leverage ratio of 1 times [10] - The adjusted tax rate for earnings was 12.1% for the quarter, influenced by higher tax-deductible stock compensation [9] Q&A Session Summary Question: Data centers and capital commitment - Management indicated that there is significant interest in data centers and infrastructure, with ongoing efforts to build more facilities [14][15] Question: Drag from hiring and expansion - Management acknowledged that while there is still some drag on earnings from investments, they expect a 10% earnings improvement next year due to purposeful investments [21] Question: 2026 targets and growth outlook - Management confirmed that the 2026 targets are conservative and will be reevaluated in the next earnings call [29] Question: New York City market conditions - Management reported no significant impact from political risks in New York, with strong performance from law firms and financial institutions [33] Question: Capital Markets activity - Management noted strong pipelines and transaction activity, with no signs of slowing down [38] Question: Real Foundations acquisition - Management highlighted the strategic fit of Real Foundations in enhancing their service offerings and expanding their capabilities [42][44]