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]

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 ...

Data Centers & AI - Concerns exist about a potential bubble in data centers, especially after Oracle's results, due to customer concentration [1] - The industry is bullish on AI and data center growth in the US [2] Energy Sector Investment - The energy space is viewed as having mass potential for private equity investment in the next 5 to 10 years [2] - Private equity investment is focused on energy services and utility services, specifically improving the grid [4] - Energy demand is expected to double over the next 25 years [5] - Supply chain issues and a shortage of skilled technicians create opportunities in the private equity space [5] Utility Services Consolidation - Significant fragmentation exists among utility service providers, creating consolidation opportunities for private equity [5] - Consolidation focuses on service providers serving the utilities, driven by increased outsourcing due to a shortage of skilled technicians [8] - Investment is aimed at consolidating service providers to large utilities where massive growth is anticipated [9] Materials & Services - Private equity money is flowing across the entire ecosystem, including materials needed for building data centers [10] - Investment is also directed towards O&M (Operations & Maintenance) services [10]

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 ...

Group 1: Open Door - Open Door has seen significant gains recently, with its stock price rising from the mid-$3 range to the $9 range, indicating a strong short squeeze and bullish sentiment [3][9] - The stock's price activity has been volatile, forming a broadening triangle pattern, suggesting increasing swings and a challenging trading environment [5][6] - A potential support level is identified around $7.30 to $7.40, with expectations of price retreating to previous resistance levels that may now act as support [7][10] Group 2: Rocket Companies - Rocket Companies is expected to benefit from potential mortgage refinancing activity as interest rates may be cut, which could drive more business [12][14] - The stock has shown a breakout above $17, with a supportive area identified around $20.50, indicating a bullish trend [14][16] - Heavy trading volume has been observed, suggesting strong conviction among traders, with significant volume spikes above the 50-day moving average [18] Group 3: Terawulf - Terawulf, a Bitcoin mining company, has made significant moves this year, with a bullish outlook as the fall and winter seasons are typically favorable for crypto [20][22] - The stock has shown a cup and handle pattern, indicating a potential for further upward movement if it can hold above the $10 to $10.50 level [23][25] - Key technical levels to watch include the $9 level, which serves as a volume node and support area [26] Group 4: Iron - Iron has experienced a notable breakout and consolidation phases, with a strong performance in the AI and crypto sectors [28][30] - The stock is viewed positively due to its stability compared to Terawulf, with a focus on data centers and cloud computing [30]

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 ...