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 ...

Demand from data centers is straining America’s biggest energy grid, and consumers are paying a steep price. It will only get worse, says @liamdenning (via @opinion) https://t.co/2GsXdsilJd ...

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 ...

The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap? In this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General Partner, a16z), Guido Appenzeller (Partner, a16z), and host Erik Torenberg to break down the state of AI chips, data centers, and infrastructure strategy. We discuss: - Why simply copying NVIDIA won’t work, and what it takes to beat them - How custom silicon from Google, Amazon, and Meta could reshape the market - T ...

Earnings and Economic Outlook - Second quarter earnings are on pace for 10% year-on-year growth, with double-digit growth likely by year-end [2] - Expectation of softening in the economy in the second half of the year, but not recessionary [2] - Anticipation of lower interest rates by the Federal Reserve in 2026, coupled with a potential tax bill kicking in next year, supporting continued earnings growth [2] Federal Reserve Policy - Market overreacted to the possibility of three rate cuts this year; one to two cuts are more likely [3] - Cooling labor market data, with revisions substantially lower for the past two months, supports the potential for the Fed to move rates towards a neutral level of around 35% [4][5] - Expectation that Jerome Powell will signal a potential rate cut and indicate that a 50 basis point rate cut is unlikely [6] Investment Strategy and Technology - Tech and AI sectors have exceeded expectations in terms of capex, data center spending, revenue, and earnings [9] - Investors should have exposure to the long-term secular story in AI and technology [10] - Expectation that sectors benefiting from productivity gains, such as healthcare, industrials, and financial services, will participate in the AI and technology growth [10] - AI and technology are expected to help reduce inflationary pressures by making costs more effective [12] - Margin expansion is anticipated in 2026, partly driven by the AI story [13] - Technology will be used to supplement labor, a trend expected to start next year and continue in the years ahead [15]

Could AI data centers save California’s high-speed rail project? https://t.co/Porf2USiFw https://t.co/Porf2USiFw ...

Project Feasibility - AI data centers potentially offer a solution to save California's High-Speed Rail project [1] Infrastructure & Technology - The article discusses the intersection of AI data centers and a large-scale infrastructure project [1]