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"You can't get enough AI capacity from anyone, and the number one bottleneck is energy."
Yahoo Finance· 2025-10-03 14:01
Everyone's doing business with everyone because you can't get enough AI capacity from anyone. And the number one bottleneck is energy. And if you look at some of these energy names, including some of the nuclear names, they've they've obviously skyrocketed.Every vendor is seeing their capacity constraint from Microsoft to Google to Amazon. And that those capacity constraints are not letting up. Microsoft had to push that out.Every company is talking about this. It was interesting to hear, you know, the CEO ...
Inside the race for fusion energy: Commonwealth Fusion CEO on powering the future of AI
CNBC Television· 2025-10-01 22:23
Fusion Energy Overview - Fusion energy is the power source of the stars and could power next-generation technologies [2][3] - The industry has seen significant investment, with over $10 billion of private capital invested in over 50 fusion companies [6] - Prototype plants are being built, including Commonwealth Fusion Systems' (CFS) plant in Massachusetts [6] Commonwealth Fusion Systems (CFS) - CFS is one of the largest and most capitalized fusion organizations globally, second only to the Chinese government program [7] - CFS is building a prototype plant with "steel in the ground" and has plans for a commercial plant [7] - CFS announced plans in December to build the first commercial fusion power plant in Virginia [9] Virginia Power Plant - The Virginia power plant will be 400 megawatts, the size of a large coal or natural gas plant [10] - The power from the Virginia plant has already been bought by Google to power data centers [10] - The Virginia plant is expected to be online in the early 2030s [12] Technology and Safety - A scientific breakthrough four years ago allowed for a significant reduction in the size of fusion power plants, approximately 50 times smaller [16][17] - Fusion power plants are designed to automatically shut off if there is any problem, ensuring safety [24] - Fusion power plants do not produce long-lived nuclear waste and are decoupled from traditional nuclear power concerns [25] Commercialization - CFS is moving from deep science into commercialization, with the Virginia plant shaping up [27] - The company is starting to see what the first commercial product will look like and how it will be delivered [27] - CFS's prototype plant in Massachusetts is about 70% complete and is expected to be turned on in 2026, with power generation starting in 2027 [18][19]
The Hidden Patterns of Reality: Akashic Insights | Nirjara Doshi | TEDxSPIPS Indore
TEDx Talks· 2025-10-01 15:45
Core Concepts - The Akasha, considered the first of the five elements, is a cosmic library containing information about past, present, and potential [2][4] - Thoughts, emotions, and intentions vibrate and send frequencies into the Akashic field, influencing one's reality [19][20] - Negative thinking patterns, if sustained, can lead to negative experiences, similar to the "onion guy" metaphor [17][18] - Consciously introducing positive thoughts can shift the energy field and create positive outcomes [26][27] Quantum Entanglement - At a quantum level, quarks within cells are entangled with the Akashic field, transmitting information about one's emotional state [23][25] - The Akashic field responds to the information it receives, providing reasons to support the dominant emotional state [25] Practical Applications - Practices like meditation, visualization, and mindful self-talk can help break negative thought patterns [28] - India's defense system utilizes principles from Vedas and quantum mechanics for secure communication through quantum key distribution [29][30] - A simple practice of expressing gratitude and positive affirmations over water can influence one's body chemistry and biology [32] - 98% of daily thoughts are recycled from previous days, highlighting the opportunity to introduce 2% of new, positive thoughts for transformation [15][28]
X @Bloomberg
Bloomberg· 2025-10-01 11:30
AI needs a staggering amount of energy, but who’s actually footing the bill?On this episode of the Big Take podcast, @davidgura talks to Bloomberg's Josh Saul about his team’s investigation into how the AI boom is sending consumers’ power bills soaring https://t.co/b9hHfUuhMC https://t.co/JSo1jj2yVb ...
X @Bloomberg
Bloomberg· 2025-09-30 19:37
AI needs a staggering amount of energy, but who’s actually footing the bill?On this episode of the Big Take podcast, @davidgura talks to Bloomberg's Josh Saul about his team’s investigation into how the AI boom is sending consumers’ power bills soaring https://t.co/b9hHfUuhMC https://t.co/izrA0uZCbh ...
Bank of America Securities Maintains a Neutral Stance on Pfizer Inc. (PFE)
Insider Monkey· 2025-09-30 18:49
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
KBW Reaffirms Outperform on Western Alliance Bancorporation (WAL) After $300M Buyback
Insider Monkey· 2025-09-29 18:53
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
"The Countries that Control Compute Will Control AI"
20VC with Harry Stebbings· 2025-09-29 14:02
The countries that control compute will control AI. And you cannot have compute without energy. >> So, I'm thrilled to welcome Jonathan Ross, founder and CEO Grock, back to the hot seat.And now we're going to be able to add more labor to the economy by producing more compute and better AI. That has never happened in the history of the economy before. What is that going to do.I personally would be surprised if in 5 years Nvidia wasn't worth 10 trillion. But I can't predict the outcome. The demand for compute ...
X @Andrew Tate
Andrew Tate· 2025-09-28 18:55
Energy is real.Positivity inspires positivity, an upward spiral to monumental success.Start the cycle here https://t.co/wbPtv4B1IW ...