you have the this AI accelerator family or MPU. How is it different from an Nvidia or AMD GPU, a Broadcom Marvel XPU or this large body of startups that are basically chasing rack scale solutions for AI. >> Yes.So, I I'll start answering the question by saying the following. Uh there's a lot of people that that will love Qualcon. There are people that are not going to like Qualcomm.But one thing everybody's probably going to say, don't bet against Qualcomm being a technology competent company. I think look, ...

US data center operator GMI Cloud plans to establish a new $500 million facility in Taiwan, joining bigger players such as Google in offering cloud services to the world’s most advanced chipmaking base https://t.co/6L55ZEyxwy ...

How much of the AI data center boom will be powered by renewable energy? https://t.co/8DbyZerJTM ...

At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!We are currently offering ...

AI竞赛与算力瓶颈 - Goldman Sachs 认为算力瓶颈可能会让美国在与中国的AI竞赛中落后 [1] - 中国正在发展超出自身需求的算力，以支持国内人工智能数据中心的发展 [1] 电力供应与备用容量 - 美国13个区域电力市场中有8个已经在或低于关键备用容量水平运行 [1] - 预计美国的电力备用容量将进一步下降，而中国的备用容量将上升 [1] - 中国的电力供应在可再生能源、煤炭、天然气和核能方面均有所扩张，足以容纳数据中心电力需求的增长 [1]

BlackRock agrees to pay up to €2 billion to form a data center venture with Spanish engineering firm ACS https://t.co/9fQuGfUlPv ...

Somebody has to play the bad guy. Might as well be me. In the last two months, regular viewers of this show know I've gotten cautious on the more speculative stocks connected to the data center and AI.I've said repeatedly that when I say insider selling and secondary offerings, borrowings, and operations with no revenue, I'd have to take a step back. I had proclaimed 2025 is the year of magical investing where if you bought anything, anything at all that's involved in the data center, you made money. Earlie ...

Core Viewpoint - The investment landscape for speculative stocks related to data centers and AI is shifting, with a notable decline in market performance and a cautious outlook on these sectors [1][2][3]. Group 1: Market Performance - The Dow Jones Industrial Average fell by 798 points, the S&P 500 dropped by 1.66%, and the NASDAQ plummeted by 2.29%, indicating a significant downturn in the market, particularly affecting tech stocks [3]. - There is a noticeable trend of capital moving away from tech stocks, especially those linked to data centers and AI, as investors seek safer or higher growth opportunities [3]. Group 2: Investment Sentiment - The previous optimism surrounding 2025 as a year of "magical investing" for data center-related stocks has been retracted, signaling a shift in sentiment towards these investments [2]. - Concerns are raised about the current market resembling the dot-com bubble era, where many companies were losing money while insiders were selling their shares, leading to a potential market correction [4][5].

Core Viewpoint - POET Technologies Inc. reported a net loss of $9.4 million for Q3 2025, showing progress in commercialization with initial production orders valued at over $5.6 million from key customers, indicating a potential revenue ramp in 2026 [2][3][7]. Financial Performance - The company reported non-recurring engineering and product revenue of $298,434 in Q3 2025, a significant increase from $3,685 in Q3 2024 and $268,469 in Q2 2025 [6]. - The net loss for Q3 2025 was $9.4 million, or $0.11 per share, compared to a net loss of $12.7 million, or $0.20 per share, in Q3 2024 and a net loss of $17.3 million, or $0.21 per share, in Q2 2025 [7]. - Research and development costs in Q3 2025 were $3.7 million, up from $1.8 million in Q3 2024 and $3.1 million in Q2 2025 [7]. - The company recognized other income, including interest of $1.0 million in Q3 2025, compared to $0.2 million in Q3 2024 and $0.5 million in Q2 2025 [11]. Business Highlights - POET introduced a 1.6T optical receiver in collaboration with Semtech, enhancing its product offerings in the AI interconnect market [4]. - The company secured a $5 million initial order for 800G transmit and receive engines, confirming readiness for volume production [8]. - POET completed three rounds of equity financing totaling $250 million from institutional investors, enabling expansion of development and manufacturing capabilities [4][8]. Strategic Developments - The company is evolving its light-source product in partnership with Sivers Semiconductors and expanding into mobile AI telecom with NTT Innovative Devices [4]. - POET is focused on adding advanced components to its Optical Interposer platform to produce differentiated engines and modules for high-speed interconnect and light-based chip-to-chip data communication [4].

Infrastructure Advantage in San Jose - San Jose is uniquely positioned with 2 gigawatts of new power capacity coming online in the next four years, making it the only city in California with such capacity [1][5][8] - This location in north San Jose offers access to ample recycled water at a reasonable rate and a new transmission line [2] - San Jose's infrastructure allows it to potentially triple its energy consumption in the next 4-5 years [8] Data Center Development - Prologis is proposing to build 400 megawatts worth of data centers in San Jose [3] - The location near a wastewater treatment facility and landfill is ideal for data centers as servers are not affected by odors [4][5] - The site is underutilized land, avoiding displacement of housing or retail [19][20] Energy and Sustainability - San Jose uses a community choice aggregator to purchase power, signing 20-year power purchase agreements to fund new generation capacity [10][11] - The city is investing in solar and wind power paired with storage to address intermittency issues and increase the renewable mix on the grid [11][12][15][16] - While the city aims for clean energy, it cannot guarantee that no power from nuclear or natural gas will be used, as power comes from the grid [14][15] Market Demand - There is a robust pipeline of interest from hyperscalers, large tech companies, and advanced manufacturing users for the new power capacity [17][18] - A cluster study last year showed over 800 megawatts worth of demand in San Jose, and it is suspected to be higher now [18]