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X @Bloomberg
Bloomberg· 2025-10-07 14:27
RT Bloomberg Live (@BloombergLive)"There's been difficulty with infrastructure both in the US and Canada for the last decade or so," @AltaGas' Vern Yu at #BBGCanadianFinance.⏯️ https://t.co/Y77Fs95InP https://t.co/ys0KslMSkP ...
X @Bloomberg
Bloomberg· 2025-10-07 14:11
RT Bloomberg Live (@BloombergLive)"Canada has a deficit of $360 billion Canadian dollars, if you look at what we need to spend to have the infrastructure in the shape it should be," @atkinsrealis' Louis G. Véronneau at #BBGCanadianFinance.⏯️ https://t.co/Y77Fs95InP https://t.co/pf5cgZKWvB ...
X @BNB Chain
BNB Chain· 2025-10-07 06:00
Prediction markets are entering their breakout stage.From elections to AI milestones, these markets are scaling fast and they need the right infrastructure to grow.With BNB Chain’s speed, liquidity and infrastructure—builders can take them global.Learn how 👇https://t.co/gQ3c6onvJh ...
Sacks Sees Case for Selling China ‘Deprecated’ AI Chips
Bloomberg Technology· 2025-10-06 20:05
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]
X @Circle
Circle· 2025-10-06 19:10
Blockchains are the new infrastructure layer on the internet. https://t.co/myVU1wI3dc ...
X @BSCN
BSCN· 2025-10-04 21:12
Partnerships & Integrations - Worldcoin's $WLD token benefits from Chainlink's infrastructure [1]
OpenAI's stealth site search drew more than 800 bids since January 2025
CNBC Television· 2025-10-03 18:35
Hey Mike. So cloud compute is not enough anymore. OpenAI has maxed out what it can get from the hyperscalers and I'm now learning that since January they have been running a stealth site search.This high stakes competition has drawn more than 800 proposals from across North America. About 20 sites are now in latestage diligence with large tracks of land under review in the Southwest, Midwest, and increasingly the Southeast where Meta also has a10 billion buildout underway in Louisiana. Now, I spoke exclusiv ...
Inside OpenAI's data center site search
CNBC Television· 2025-10-03 16:35
OpenAI may have just unveiled that nearly trillion dollar plan to expand its infrastructure footprint, but behind the scenes, the AI leaders been running a secretive competition to pick data center winter winners. Our Mackenzie Sagalos has those details in today's Tech Check. Hey, Mac. Hey, Carl.So, OpenAI has been quietly searching since January for where to plant its next generation of supercomputing sites, a competition that's drawn more than 800 bids so far. I spoke exclusively with Keith Hyde. He is th ...
X @Cointelegraph
Cointelegraph· 2025-10-02 10:35
Live at Longitude by Cointelegraph - Building Trillion Dollar Infra https://t.co/GHevmcdN7K ...
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
Alex Kantrowitz· 2025-10-01 23:04
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]