Data center is now our largest segment. So almost half of our business 47% of our business approximate there. We are now let's call it roughly about 40% revenue share of the market in the most attractive uh segments of the market.So large hyperscaler you know very much standardizing uh you know AMD technology through our five generations in addition to you know growing enterprise footprint and it's growing it's growing much faster than the other pieces. uh one because the TAM is growing and the other becaus ...

There is a bigger issue here of managing third-party risk as much as you can. So if your supply is tight today, what procedures are you putting in place for the event that your backlog doubles and supply is even tighter down the road. >> Listen, that that's a that's a that's that is the question that we work on uh across our company continuously, right.And if you if you if you think about the the messages that I was trying to communicate um um during the the earnings call yesterday, I talked about the incre ...

I think the world is quite different from that standpoint because 99 and I think most people understand that today, that most of the companies that rode the dotcom boom never generated earnings and never generated revenues. Many of them it was all eyeballs. And I remember being the at the moment there are three companies that rode the boom up, wrote it back down and recovered and became larger, substantially larger companies.One was Microsoft, one was Apple, and the third was Amazon. Most other companies fr ...

Wall Street Journal reporting that Anthropic is on track to turn a profit much faster than OpenAI, saying Anthropic anticipates breaking even by 2028, while Open AI forecasts operating losses of $74 billion that year. Joining us now to discuss the outlook for the AI trade is Jack Hittery, CEO of AI and quantum software firm Sandbox AQ. Jack, it's good to have you.Is there any is any reason for for investors to rethink just sort of the the speed to profitability and the payoff around all this spending around ...

We're very pleased to be joined here at the EEI Financials Conference, the Edison Electric Institute. Big conference in Hollywood, Florida with Drew Maloney. He is the CEO of the Edison Electric Institute.Drew, thanks for having us here at your conference. >> Ryan, great to be here. >> Looks looks amazing.A record attendance. >> Record attendance. >> Lots of investment bankers, lots of financial activity.I've seen some of the numbers, but on a on a broad scale, give us some of the big numbers in terms of gr ...

We asked Patty Poppy how they navigate a really really narrow road. >> We have a a perfect solution and it's called the simple affordable model. It allows for infrastructure investment that then is offset by operating maintenance cost reductions which we've delivered significant cost savings over the last several years.We have load growth that helps more fully utilize our assets. And then improving credit metrics results in uh lower cost financing that has allowed us to actually lower rates for customers. I ...

RT Michelle Ma (@HiMichelleMa)Two of the world’s biggest data center developers have projects in Nvidia's hometown that may sit empty for years because the local utility isn’t ready to supply electricity.We called the developers and utility in question to find out why: https://t.co/kWMbWBr2l7 ...

The push by AI hyperscalers to build out data centers will need about $1.5 trillion of investment-grade bonds over the next five years and extensive funding from every other corner of the market https://t.co/0X8odt3Q1t ...

The fate of two data centers in Santa Clara, California, highlights a major challenge for the US tech sector and indeed the wider economy https://t.co/1e3JlqRIbl ...

Energy Consumption of AI - AI's electricity usage is unprecedented, with ChatGPT using nearly 10 times more electricity per query than a Google search [2] - AI requires constant computations, immense processing power, vast memory, and cooling, consuming energy on a scale rivaling entire cities [3] - Bloomberg Intelligence estimates the AI industry will grow 42% by 2030, becoming a $13 trillion market [7] - The surge in energy demand from AI is compared to the biggest surge since the invention of air conditioning [7] Impact on Utility Prices - Utility prices have skyrocketed by 267% in regions dominated by data centers [4] - Missouri saw the largest increase this year with costs rising more than 38%, followed by North Dakota at over 33%, New Jersey at 28%, and Iowa at 27% [6] - The Trump administration's bill provides over $1 billion in federal funding for unregulated AI expansion, potentially worsening the situation [6] - Utility companies are expanding power grids and upgrading infrastructure to handle AI demand, with costs passed to consumers [8] Regulatory and Legislative Responses - Newly elected governors in Virginia and New Jersey are demanding that PJM Interconnection cut costs for consumers, threatening to withdraw if they don't comply [8][9] - Oregon passed the Power Act to help utilities negotiate fairer deals with data centers and crypto miners [9] - Nevada's clean transition tariff forces Google to pay 100% of the costs for new generation, protecting ratepayers [10] - Pennsylvania regulators are pushing for data centers to pay their fair share for grid usage [10]