THE COMPANY EXCLUDED AS MUCH AS $5 BILLION OF POSSIBLE CHINA DATACENTER SALES IN THE PRODUCTION. NVIDIA'S PRODUCTS AT THE CENTER OF A TECH RIVALRY BETWEEN WASHINGTON AND BEIJING. THE TRUMP ADMINISTRATION EARLIER ASKED FOR A 15% COMMISSION IN EXCHANGE FOR ALLOWING NVIDIA AND AMD TO OFFER AI CHIPS IN CHINA.THE CFO TOLD US THE UNCONVENTIONAL PLAN HAS NOT PROGRESSED BEYOND THE EARLY STAGES AND IF THE PLAN IS NOT CODIFIED NVIDIA SHOULD BE ABLE TO PROCEED WITHOUT PAYING THE COMMISSION. LET'S TALK MORE WITH RAY WA ...

Government Policy & Regulation - Alberta plans to impose a 2% levy on computer hardware in large data centers [1] - The levy will start at the end of next year [1]

Your next guest says the gains are likely not done. She just initiated coverage on Aqua with a buy rating. Let's welcome in Dimple Goai, clean energy analyst at Bank of America.The aforementioned Dimple Goai. It's good to have you on the program. Thank you for having me, Brian.The only problem with small module reactors is that currently there are no small modular reactors. This is still kind of a hope and a dream. They hope to roll this out in 2027 at Los Alamos.Is it going to work. Look, that's almost lik ...

Pouring billions of euros into building vast data centres and subsidising hardware investment “is a misguided solution to the wrong problem”, argues Christian Klein in a guest essay https://t.co/WUJZlJ62lk ...

Energy Consumption & Infrastructure Strain - Data center demand is straining America's biggest energy grid [1] - Consumers are paying a steep price due to this strain [1] - The situation is expected to worsen [1]

Tough timing amid the current pressure on some of the companies. What do you make of this questioning. Yeah.So, you know, importantly, the reason we launched this fund is we believe this is the most profound technology shift that we will see in our lifetimes. So whatever happens over the next couple of months is going to happen. But the direction of travel over the next 20 years we think is very positive as it relates to AI.And if we just, you know, reflect back over the last 25 years and the cloud, the soc ...

Crusoe's $10 billion valuation shows that AI data centers are attracting more attention https://t.co/PmpJ3KOvH7 ...

It's either a gold rush or a sugar rush. >> And how long that how long you think that buildout really lasts because it may take several hundred people to build a data center, but it only takes five or 10 to operate it. >> I think we are so in the early inning.I think a lot of prognosticators want to call it like we're on the sugar rush. We're not. It's more like the railroads or the buildout of electricity than anything I've seen.The internet, it turns out in hindsight, was actually a relatively capex-like ...

Could AI data centers save California’s high-speed rail project? https://t.co/6usCJvGapJ https://t.co/lzyKk0zRuX ...

AI Chip Market & Competition - NVIDIA maintains a significant lead in the AI hardware race, making it difficult for competitors to simply copy their approach [1] - Custom silicon development by companies like Google, Amazon, and Meta has the potential to reshape the AI chip market [1] - The rise of AI silicon startups presents both opportunities and challenges in the competitive landscape [1] AI Model Economics & Infrastructure - The economics of launching AI models are shifting towards cost efficiency [1] - Infrastructure bottlenecks, including power and cooling, pose significant challenges for data centers [1] Geopolitics & Policy - Export controls and China's AI ambitions play a crucial role in the geopolitics of the chip race [1] Strategic Advice for Tech Leaders - The discussion provides advice for leaders at NVIDIA, Google, Meta, Apple, Microsoft, and OpenAI regarding their next moves in the AI landscape [1]