AI Infrastructure Investment & Strategy - Microsoft is discussing the tech industry's massive AI infrastructure buildout and whether the hundreds of billions of investment are excessive [1] - Microsoft is evaluating its OpenAI investment, considering the value of scaling pre-training [1] - The discussion includes Microsoft's strategic AI infrastructure decisions and balancing AI training with infrastructure [1] Financial & Economic Considerations - The podcast addresses Silicon Valley's growing debt problem [1] - The conversation covers the consequences of debt management in the tech industry [1] - ROI (Return on Investment) on investments in AI and infrastructure is analyzed [1] - The economic impact of data centers on communities is explored [1] Technology & Competition - The longevity of the GPU (Graphics Processing Unit), custom silicon, and competition with NVIDIA are discussed [1] - The future of custom silicon in AI is examined [1] - Global competition in data center development is navigated [1]

European pension funds, endowments and other large pools of long-term money are once again exploring private equity investments in China after years of shunning the world’s second-largest economy https://t.co/ZZaM0ah6uW ...

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I have $350,000 to invest right nowWhich Altcoins should i buy for Q4 ?I’m reading all the comments. https://t.co/0uM5ND7ZEW ...

Analysts at Bloomberg Intelligence have sifted through thousands of publicly traded companies to highlight a select few worthy of investors’ attention. https://t.co/OYz0tXOmhs ...

While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm ...

There are two types of investors right now.Those who believe the world's largest companies are investing significant cash to build infrastructure to dominate the future.And another group of investors who think these companies are being run by morons lighting money on fire. ...

What America’s president does next on his “most favoured nation” drug-pricing rule remains unclear. But the uncertainty it has caused is already weighing on investment https://t.co/7JDFbn39LE ...

AutoZone founder Pitt Hyde has spent the last 40 years investing in his home city. With crime and poverty deeply entrenched, xAI moving in and a national guard deployment looming, he’s doubling down on his grand civic experiment.Full story: https://t.co/npFX1AJzQL(Photo: Cody Pickens for Forbes) ...

There’s about $7 trillion of investment needed to finance the rapid growth of AI, according to Brookfield Asset Management CFO Hadley Peer Marshall https://t.co/LdBwY0iwHG ...