Core Insights - Amazon's data center footprint is significantly smaller compared to competitors like NVIDIA, with Amazon having a revenue run rate of $130 million compared to NVIDIA's $5 billion, indicating a substantial gap in market presence and capacity [2][6] - The need for edge data centers is emphasized for serving large language models efficiently, as they require regional accessibility to minimize latency for billions of users [4][5] - Google is leveraging its own chips, specifically TPUs, which are in their seventh generation, to enhance performance and reduce energy consumption, positioning itself advantageously against competitors like NVIDIA [8][9] Data Center Strategy - Amazon is currently in a "land grab" mode, acquiring land for data centers to meet the power requirements of GPU centers, which is becoming increasingly competitive as more players enter the market [6][7] - The number of data centers is crucial for serving large-scale AI applications, as having multiple locations helps in managing user traffic effectively [4][5] Competitive Landscape - Google’s advancements with its Gemini model are seen as a threat to OpenAI and NVIDIA, as it has better capabilities in reducing AI hallucinations and is supported by a robust search index [8][9][10] - OpenAI is expected to shift towards a more product-centric and application-focused approach, particularly in e-commerce, which could impact Google's search ad revenue significantly [11][12]

I want to start on your discussions with the European Union. We were hearing some noise that it doesn't necessarily include reducing steel and aluminum tariffs from 50% to 15%. Is that off the table for now.Know what we're talking about. Everything is on the table When you have such a great partner as the European Union. They have 450 million people and a $20 trillion economy.So the opportunity is great. They would like to have steel and aluminum as part of this package. And we think it is very, very import ...

KKR’s Raj Agrawal said he’s among those concerned about excess exuberance in data centers and artificial intelligence and that the firm is being selective to mitigate risk https://t.co/5Qqz0Vp4YG ...

All right. So, we talk a lot about these hypers scalers issuing these bonds to build these facilities. Um, and then we also talk about the fact that when some of these deals, there's no asurances.Talk talk to me about what you're getting from these hyperscalers, other tech companies, and the buildouts of their facilities. How are they paying for it. How assured are you that you're going to get paid.>> Well, they're making long-term investments, Frank. And so, the way we see it at Jacobs is we're the enginee ...

YTL Power International is exploring building data centers and becoming a power producer in South Africa, according to local media https://t.co/ZHqwgByCeT ...

safely. All right. You know where there's not a lot of fear and anxiety.At the CNBC CEO Council event on the main streets of Palm Beach Gardens, Florida where Morgan Brennan is. Morgan. >> Yeah, I have the best live chat of the day.Brian, thank you. Joining me now here from the CNBC CEO Council for an exclusive interview, Jim Crane. He is chairman of Crane Worldwide Logistics, which is involved in a whole host of industries, autos, energy, hospitality, life sciences, more.He is also the owner of the Houston ...

Investments by tech companies in new AI data centers are so big they're boosting the US economy. The projects are also gobbling up power and other resources. Here's what to know https://t.co/VJue15L2ZY ...

Partnerships & Manufacturing - OpenAI is partnering with Foxconn to design and manufacture hardware for data centers [1] - This move aims to meet the surging infrastructure needs to support AI systems [1]

You're right. I mean, what do we get in terms of the customer makeup? Uh, we got four 10% plus. So, you've got 22% 15% 13% and 11%. Those are four customers, but we don't know who they are. >> No, we don't. And they're playing very close to the match. But I they also made it clear that if you were the president, uh, the president's obviously very key of what they're doing. Uh I think you'd say again I want as much of that in in the United States as possible. Uh but it it's so vast. Again it's just it's the ...

And I actually think Michael Bur's got this wrong. And so what Michael Bur is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x which cuts the operating costs in half when they report it in earnings and so it's making their earnings inflate. So he's claiming they're cooking the books.Google first made this change in Q1 of 21 where they said the servers are now going from 3 to four years. The chart shows the combination o ...