All right. So, Mario, we're we're very much focused this morning on Oracle and its results. Um, big jump in its cloud infrastructure business.Has a lot of people talking here on Wall Street. Are you guys talking about that. The fact that we're seeing such growth in the needs when it comes to cloud infrastructure, which means there's also a growth in the need for power.Yeah, absolutely, Frank. So, Black & Beach has been doing critical infrastructure for over 110 years and uh we are deep into it. uh power is ...

So if we follow the progress you see in chip war and I love it as an analogy of like we knew what the next couple of breakthroughs were in chips, you know, from the point when people were drawing on circuit boards with felt tip pens basically and acid etching them to the point where they were projecting onto them with essentially photo negatives to the point where photoiththography became very very small to the point where we now are individually placing atoms and not using etching in all cases. Like each o ...

So, the great thing is Hitachi's been in Virginia for a long time, for 50 years, and they're making a huge investment. I'm going to let Andreas talk specifically about the investment, but it is an investment of nearly $500 million. It's going to support 825 jobs.And they've picked Virginia again. And this investment is critical for two reasons. One, they picked Virginia.And we have we have really become a manufacturing renaissance in the Commonwealth with pharmaceutical manufacturing, uh, heavy manufacturin ...

So, Bill, congrats on the quarter. Um, it seems like a big tailwind for your company would be the increases in capex spending for the hyperscalers and in general just the sense of the AI buildout. Were there any other tailwinds that investors may not be aware of.>> No, I think uh center stage for us is the AI buildout. No question. I think if you track our company's performance, it tracks really well with two or three years ago when we first all started hearing about um AI clusters.And u you know I think fr ...

AI Leadership & Competition - The US potentially leads in AI development due to advanced chips from Nvidia, but China possesses significant electrical power resources [2] - China's mature chips may provide an advantage in handling the processing power required for continuous AI queries [4][5] - China's manufacturing capacity offers strategically valuable training data for AI development, contrasting with the US focus on consulting and healthcare [6][7] Infrastructure & Resources - A potential US constraint in AI development is the limited availability of electrical power [3] - China has organized itself to prioritize heavy industry, ensuring resources for AI infrastructure [4] Chip Technology - China's AI chips are considered at best the fourth best, posing a substantial constraint [3] - Mature chips are going to be necessary for inference [4]

Industry Trend - Data centers are booming in drought-hit Mexico [1] Resource Concerns - Data centers are thirsty in drought-hit Mexico [1]

Group 1 - Recent months have seen a significant increase in cyberattacks, with ransomware attempts more than doubling [1] - The rise in cyber threats is attributed to the growing reliance on artificial intelligence, cloud computing, and data centers, which expands the attack surface for potential breaches [1] Group 2 - The article emphasizes the importance of understanding the implications of these cyber threats on companies and industries, particularly in terms of investment opportunities and risks [1]

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 ...