RT Tesla Owners Silicon Valley (@teslaownersSV)Elon Musk executes!!! @kevinolearytvOn @xAI and @SpaceX’s plan to deploy AI satellites:“Very few people at this point would doubt Elon on anything. He kind of has mandates and he delivers one way or the other.The Chinese are kicking our butts.They put on 500 gigawatts of power last year in China, mostly with coal-burning plants.They don't have the vision of space, but that means they're going to beat us in AI data centers on the ground.And so there's a lot of c ...

Amazon plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on AI will take longer to pay off https://t.co/DmhUqBHoCq ...

So data centers now are consuming around 45 gigawatts of power and you can switch between capacity and throughput. I'm going to stick with capacity. Okay.So 45 gigawatts of power and then there's lots and lots of third party estimates for where they're going to be in 2030. And they center around this, you know, 90-95 gigawatts. So you need to add 50 for 2035.There's a lot fewer estimates. You come around 160. So you look at the supply and these utilities are tracking all these data centers connecting to the ...

Would you prefer to be a SpaceX investor taking 20% dilution here or a Twitter/x.ai investor rolling into the largest market cap private company on the planet maybe 6 months before it goes public? What you just saw is the rehabilitation of the IPO. I'm going to call it the end of stay private forever. >> Compute and revenue have a 1 to1 correlation. So as long as that holds, it makes sense to consume every single penny of capital on all of planet Earth. Elon operates like the Marines. No investor left behin ...

RT S.E. Robinson, Jr. (@SERobinsonJr)Here is a step-by-step guide to file a public comment with the FCC on SpaceX's Oorbital Data Centers application (file number SAT-LOA-20260108-00016):- Go to the FCC's CORES registration page at https://t.co/zCM0ZGEu6P and create a free account if you do not have one (registration takes a few minutes and requires basic personal information).- Log in to the FCC's International Communications Filing System (ICFS) at https://t.co/3acHauJhJw using your CORES credentials.- Se ...

Elon Musk, the greatest entrepreneur of our generation, he announced yesterday some big news. SpaceX has acquired XAI in an all stock deal. Now, this is an important one because it creates the world's most valuable private company, and it marks the largest merger and acquisition in business history.It combines SpaceX's rocket and satellite expertise with XAI's Gro chatbot and AI development capabilities. This move comes ahead of SpaceX's planned IPO later this year, and that IPO could value this combined en ...

Financial Data and Key Metrics Changes - The company achieved record earnings for both the quarter and the year, with core operating income of nearly $3 billion, or $752 per share, up about 22% and 25% respectively [4] - Total company net premiums grew almost 9%, with P&C up 7.7% and life up about 17% [4] - For the full year, record operating income was just shy of $10 billion, or $24.79 per share, up about 9% and 11% respectively over prior [6] - Per share tangible book value grew 25.7% last year [8] Business Line Data and Key Metrics Changes - P&C underwriting income was $2.2 billion, up 40%, with a record low combined ratio of 81.2% for the quarter [4] - Life division produced $322 million of pre-tax income in the quarter, up just shy of 20% [14] - Adjusted net investment income rose 9% to almost $7 billion for the year [6] Market Data and Key Metrics Changes - Premiums in overseas general were up 10.8%, with global retail premiums up 12.5% [11] - In North America, total P&C premiums were up over 6.5%, with agriculture up over 45% [12] - Premiums in major accounts and specialty grew 3%, with major account business up 0.5% [12] Company Strategy and Development Direction - The company is focused on improving its competitive profile while continuing to invest in growth opportunities across various business lines [14] - The commercial P&C underwriting environment is becoming more competitive, particularly in large account property and E&S [10] - The company is pursuing opportunities in multiple directions to earn adequate risk-adjusted returns [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to generate strong growth in operating earnings and double-digit growth in EPS and tangible book value for 2026 [14] - The company is mindful of the affordability issue in the U.S. and the rising costs of liability and homeowners insurance [22] - Management noted that while the pricing environment is competitive, they are comfortable with the combined ratios being published [20] Other Important Information - The company returned $1.5 billion of capital to shareholders in the quarter, contributing to a total of $4.9 billion for the year [16] - Pre-tax catastrophe losses were $365 million for the quarter, with annual industry CAT losses approaching $129 billion [7][17] - The company expects adjusted net investment income in the first quarter of 2026 to be between $1.81-$1.84 billion [18] Q&A Session Summary Question: Sustainability of U.S. commercial lines margins in 2026 - Management does not provide forward guidance but is confident in the combined ratios and growth in underwriting income contributing to EPS growth [20] Question: Implications of excess profit laws on personal lines profitability - Management highlighted the importance of measuring personal lines over extended periods and cautioned against politicizing affordability issues [22] Question: Growth opportunities in Latin America outside of Mexico - Management discussed partnerships with local banks for distribution of consumer insurance and noted strong growth in consumer businesses across various countries [24][25] Question: Competitive dynamics in Asia - Management emphasized the need for broad capabilities and local franchises to compete effectively in the diverse markets of Asia [26] Question: Trends in financial lines and workers' comp pricing - Management noted that financial lines are diverse and some areas are growing while others are shrinking, with recent positive trends in public D&O pricing [51]

Infineon Technologies plans to ramp up spending on its technology for data centers, aiming to grow revenue as demand for AI solutions picks up https://t.co/ERzY6hsaGj ...

SpaceX just bought XAI all stock transaction. The SpaceX bit valued at $1 trillion. The XAI bit $250 billion.The combined entity $1.25% trillion. XAI becomes a subsidiary of SpaceX which is subject to rules around the use of technology in defense applications. Thus, XAI will basically run as a separate company.There are concerns about XAI's debt pile and some of the financing behind this. The question is why. Elon Musk's argument is quite simple.AI is running out of power here on Earth. It's putting a burde ...

SpaceX just bought XAI all stock transaction. The SpaceX bit valued at $1 trillion. The XAI bit $250 billion.The combined entity $1.25% trillion. XAI becomes a subsidiary of SpaceX which is subject to rules around the use of technology in defense applications. Thus, XAI will basically run as a separate company.There are concerns about XAI's debt pile and some of the financing behind this. The question is why. Elon Musk's argument is quite simple.AI is running out of power here on Earth. It's putting a burde ...