The math is obvious and unequivocal:~100% of energy over time comes from the Sun. Everything else is a rounding error.Penny2x (@imPenny2x):People forget that power is literally power.Whoever harnesses the most power from the sun, wins. ...

Financial Performance - Blackstone's earnings per share exceeded estimates by $0.11 [1] - Blackstone's revenue reached $3.1 billion, surpassing expectations [1] - Total assets under management increased by 13% year-over-year, reaching $1.2 trillion [1] Business Development & Strategy - Blackstone experienced the most significant fund appreciation in nearly four years [3] - Blackstone raised an additional $52 billion in inflows [3] - Blackstone anticipates a cyclical upturn driven by a revitalized deal environment [3] - Blackstone sees secular trends in private wealth, private credit, and infrastructure contributing to long-term growth [4] - Blackstone's private equity companies experienced high single-digit revenue growth and margin expansion in Q2 [6] Market & Industry Outlook - Blackstone observes resilience in its portfolio companies, despite challenges in manufacturing and retailing [6] - Blackstone notes that default rates among non-investment grade borrowers are low, at just 50 basis points [8] - Blackstone identifies AI, energy, and digital infrastructure as potential drivers of productivity and economic growth [9] - Blackstone acknowledges the risk of excesses in the data center and AI energy space due to significant investment [10][11][12] - The digital infrastructure sector requires new power capabilities and generation to support growing demand, with a focus on consumer needs [16]

There's heavy participation from the private sector at the summit. And one of those present on stage was Gecko Robotics co-founder CEO Jake Loosararian And you first. Let's just start with the basics.Your reaction to the AI action plan. It's detailed multiple, but what is the key component for you. I think the key component is it's very much all about energy.I mean, President Trump has been very clear that the country that's able to dominate energy and create and unleash it will be the ones that win the rac ...

There's heavy participation from the private sector at the summit. And one of those present on stage was Gecko Robotics co-founder CEO Jake Loosararian And you first. Let's just start with the basics.Your reaction to the AI action plan. It's detailed multiple, but what is the key component for you. I think the key component is it's very much all about energy.I mean, President Trump has been very clear that the country that's able to dominate energy and create and unleash it will be the ones that win the rac ...

AI发展战略 - 特朗普总统预计将阐述人工智能发展愿景，行动计划侧重于创新、基础设施和国家安全三大支柱 [1] - 讨论可能包括美国需要采取措施在人工智能领域超越中国 [2] - 人工智能发展需要公私部门大规模合作，需要管理以避免成本超支，确保按预算按时交付成果 [6] 能源需求与政策 - 高盛的报告指出，人工智能、量子计算和加密货币对能源的需求巨大 [3] - 支持这些技术所需的新数据中心，其耗电量相当于同时发射 50 枚火箭到月球 [3] - 能源政策对国家安全和经济安全至关重要，需要考虑所有能源来源 [9] - 数据中心与能源供应商达成协议，保证 99.99999% 的正常运行时间，这可能影响其他用户的能源供应 [12] 劳动力与技能 - 需要对美国劳动力进行再培训和技能提升，以适应人工智能创造的新工作岗位 [4] 能源与环境的平衡 - 在能源放松管制以支持数据中心建设时，需要平衡对居民区的影响 [7] - 在加速创新和保护现有客户及居民之间需要做出艰难的平衡 [8] 治理与监管 - 需要成立能源、技术安全、技术弹性和可靠性以及劳动力再培训方面的治理工作组 [15] - 能源容量规划比技术规划更重要，因为技术依赖于能源供应 [14]

“There is no such thing as clean or dirty energy.”In a guest essay @SecretaryWright explains why the Trump administration is focused on energy addition, not subtraction https://t.co/00NsOB1yyC ...

RT Young Kings (@youngkingsgrow)Young Kings.The most successful people in the worldAre not the smartest people in the world.They have something else - do you know what it is?ENERGY ...

AI Chip Sales & Geopolitics - Nvidia and AMD are resuming some AI chip sales to China after securing licenses and approvals from the US government [1][5] - Jensen Huang believes US export controls on AI chips have been a failure and put US competitiveness at risk [1] - If Nvidia can't sell modified AI chips to China, the US risks ceding the market to Huawei, potentially allowing Huawei to export AI technology [1][6] - The US government views AI chip export curbs as a negotiating chip in trade talks with China, potentially linked to rare earth exports [1][5] - The Biden administration's policy is to not sell state-of-the-art semiconductors to China, with H20 chips being a heavily depreciated exception within trade negotiations [6] - The US aims to encourage business relationships with Gulf States, creating a pathway for them to purchase American technology and chips for data centers [6] Crypto & Regulation - Two investigations into Poly Market by the DOJ and CFTC have been dismissed [1] - There's a "tectonic shift" towards getting back to fundamentals and clarity in crypto regulation, with bipartisan support in Congress [2] - Stablecoin regulation is expected to move forward, with potential for House and Senate versions to be reconciled [2] Energy & AI - Surging demand for energy to power AI is a key focus, particularly in Pennsylvania [2][5] - The US Energy Secretary emphasizes enabling private businesses to build and invest in energy infrastructure to meet rising demand [2] - Mark Zuckerberg is pledging billions in energy centers, raising concerns about energy sources [2] - Pennsylvania is a massive energy producer and could grow production further to power AI, potentially keeping the US ahead of China in the AI race [3] - A 50% tariff on copper could speed up copper mining in the US, as copper is essential for data centers [3] Mergers & Acquisitions - Cognition is acquiring the remainder of Windsurf, citing a clean fit in products, enterprise focus, and customers [1][8][9] - The Windsurf acquisition aims to combine Windsurf's IDE with Cognition's software agent, Devon, to accelerate code production [9][19][20] - The acquisition terms include immediate consideration for all Windsurf employees, integrating them into Cognition [15] Next Door App Redesign - Next Door has launched a redesigned app focused on safety alerts, local news, and recommendations [4] - Next Door aims to become a daily habit for users, with the ambition of reaching over 1 billion users [4] - Next Door is inviting local publishers to use the platform as a distribution mechanism for local news [4]

WELCOME TO MEET THE PRESS NOW. I'M GABE GUTIERREZ IN WASHINGTON, AND WE BEGIN IN PENNSYLVANIA, WHERE PRESIDENT TRUMP IS SPEAKING AT A SUMMIT ON AI AND ENERGY AS HE SEEKS TO TOUT A KEY PROVISION IN THE SWEEPING LEGISLATION CONGRESSIONAL REPUBLICANS DELIVERED FOR HIM IN A STATE THAT HELPED DELIVER HIM THE WHITE HOUSE. HERE'S A LIVE LOOK AT THAT SUMMIT IN PITTSBURGH, WHERE THE PRESIDENT JUST FORMALLY ANNOUNCED A $90 BILLION INVESTMENT IN AI, ALONG WITH THE ENERGY NEEDED TO POWER IT.>> TODAY'S COMMITMENTS ARE E ...

AI and Energy Investment - Google is pledging $25 billion for AI and energy investment [1] - Coreweave is committing to $6 billion for data centers and AI infrastructure [2] - The industry anticipates trillions of dollars investing in infrastructure related to power grids, AI, and the digitization of the economy [10] Energy Production and Regulation - Pennsylvania's natural gas production is limited by pipeline capacity, but it's easy to ramp up production for electricity generation [3] - Constellation Energy needs to move more quickly through the Federal Energy Regulatory Commission and Nuclear Regulatory Commission for relicensing and permitting [5][6] - The industry needs regulatory approval to operate, increase plant output, and expedite engineering work and permitting [6] AI's Impact on Energy - AI is helping manage the energy system more efficiently [8] - AI can enable demand response, where big businesses reduce energy use during peak times [8] - Demand response or curtailing energy use during peak times can support dozens of data centers [9] Public vs Private Energy Consumption - Ensuring power produced by new or existing plants is available at a reasonable cost to the public, not just high-cost electricity to large tech companies [7] - The industry believes there will be abundant power, but managing peak demand is crucial [8]