AI 产业竞争与市场 - AI 市场竞争激烈，各大模型和芯片公司都在蓬勃发展 [2][3] - 美国的目标是赢得 AI 竞赛，确保美国技术在全球市场占据主导地位，达到 80% 甚至更高的市场份额 [11][15] - 美国希望通过构建最大的生态系统来赢得技术竞赛，类似于拥有最多开发者的 API 或最多应用的 App Store [16][17] 政策与出口 - 特朗普政府的政策被认为是亲创新、亲出口和亲 AI 的，有助于推动美国 GDP 增长 [3][4] - 关于是否向中国出口芯片存在争议，一种观点认为不应出口最新最好的芯片，另一种观点认为可以出口过时的芯片，以避免加速中国自主研发 [1][10][19][20][21] - 前任政府限制向包括海湾国家在内的许多国家销售芯片是一个重大错误，因为这促使他们转向中国技术 [13][14][18] 能源与基础设施 - 能源是 AI 繁荣的基础，需要扩大公司可用的电力供应 [7] - 特朗普总统支持“drill, baby, drill”的能源政策，并允许公司建立自己的发电能力 [7][8] - 美国需要从电网中挤出更多电力，并支持新的石油、天然气和核能发展 [8] 人才与合作 - 全球约一半的 AI 研究人员来自中国，美国需要对与这些人才合作持开放态度 [23][24] - 英伟达及其 CEO 黄仁勋是美国在这场竞赛中的巨大优势，应该给予支持 [26] - 白宫不干预私营公司之间的交易，而是致力于创造一个支持所有美国公司的政策环境 [9]

Trump Tries To Turn The Clock Back On Energy https://t.co/Z44G0YZ4Aw ...

Everyone's doing business with everyone because you can't get enough AI capacity from anyone. And the number one bottleneck is energy. And if you look at some of these energy names, including some of the nuclear names, they've they've obviously skyrocketed.Every vendor is seeing their capacity constraint from Microsoft to Google to Amazon. And that those capacity constraints are not letting up. Microsoft had to push that out.Every company is talking about this. It was interesting to hear, you know, the CEO ...

Trump Tries To Turn The Clock Back On Energyhttps://t.co/Ver8g4stz2 https://t.co/MfVsx1Bb8m ...

Fusion Energy Overview - Fusion energy is the power source of the stars and could power next-generation technologies [2][3] - The industry has seen significant investment, with over $10 billion of private capital invested in over 50 fusion companies [6] - Prototype plants are being built, including Commonwealth Fusion Systems' (CFS) plant in Massachusetts [6] Commonwealth Fusion Systems (CFS) - CFS is one of the largest and most capitalized fusion organizations globally, second only to the Chinese government program [7] - CFS is building a prototype plant with "steel in the ground" and has plans for a commercial plant [7] - CFS announced plans in December to build the first commercial fusion power plant in Virginia [9] Virginia Power Plant - The Virginia power plant will be 400 megawatts, the size of a large coal or natural gas plant [10] - The power from the Virginia plant has already been bought by Google to power data centers [10] - The Virginia plant is expected to be online in the early 2030s [12] Technology and Safety - A scientific breakthrough four years ago allowed for a significant reduction in the size of fusion power plants, approximately 50 times smaller [16][17] - Fusion power plants are designed to automatically shut off if there is any problem, ensuring safety [24] - Fusion power plants do not produce long-lived nuclear waste and are decoupled from traditional nuclear power concerns [25] Commercialization - CFS is moving from deep science into commercialization, with the Virginia plant shaping up [27] - The company is starting to see what the first commercial product will look like and how it will be delivered [27] - CFS's prototype plant in Massachusetts is about 70% complete and is expected to be turned on in 2026, with power generation starting in 2027 [18][19]

Core Concepts - The Akasha, considered the first of the five elements, is a cosmic library containing information about past, present, and potential [2][4] - Thoughts, emotions, and intentions vibrate and send frequencies into the Akashic field, influencing one's reality [19][20] - Negative thinking patterns, if sustained, can lead to negative experiences, similar to the "onion guy" metaphor [17][18] - Consciously introducing positive thoughts can shift the energy field and create positive outcomes [26][27] Quantum Entanglement - At a quantum level, quarks within cells are entangled with the Akashic field, transmitting information about one's emotional state [23][25] - The Akashic field responds to the information it receives, providing reasons to support the dominant emotional state [25] Practical Applications - Practices like meditation, visualization, and mindful self-talk can help break negative thought patterns [28] - India's defense system utilizes principles from Vedas and quantum mechanics for secure communication through quantum key distribution [29][30] - A simple practice of expressing gratitude and positive affirmations over water can influence one's body chemistry and biology [32] - 98% of daily thoughts are recycled from previous days, highlighting the opportunity to introduce 2% of new, positive thoughts for transformation [15][28]

AI needs a staggering amount of energy, but who’s actually footing the bill?On this episode of the Big Take podcast, @davidgura talks to Bloomberg's Josh Saul about his team’s investigation into how the AI boom is sending consumers’ power bills soaring https://t.co/b9hHfUuhMC https://t.co/JSo1jj2yVb ...

AI needs a staggering amount of energy, but who’s actually footing the bill?On this episode of the Big Take podcast, @davidgura talks to Bloomberg's Josh Saul about his team’s investigation into how the AI boom is sending consumers’ power bills soaring https://t.co/b9hHfUuhMC https://t.co/izrA0uZCbh ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...