RT Cassandra Unchained (@michaeljburry)Why China will win AI in one chart.Power hungry Nvidia chips are not the way forward for the U.S.It is not just the total power advantage. It is the slope. https://t.co/qNXh1e4lZj ...

US-China AI Race - The US is structurally positioned to lose the AI arms race due to China's advantage in power generation development [2] - China's power generation development is accelerating, while US transmission grid development is decelerating due to permitting issues [2] - The US is investing capital into a race it is structurally positioned to lose [2] Technology and Innovation - Nvidia's development roadmap is essentially a power consumption roadmap, focusing on powering and cooling bigger silicon [1] - Efficiency gains cannot keep up with compute install, leading to climbing power needs [1] - The US needs to innovate with AI-tuned ASICs instead of relying on power-hungry chips [3] Market and Competition - Nvidia has a strong hold on development through investments and agreements with US AI companies and startups [3] - The DOJ Antitrust is investigating Nvidia, but intervention is uncertain [3] - The market needs to realize that LLMs may not be the path to AGI or ASI [3]

China (PRC) | Technology Equity Research China AI in a Global Context — A Global "Power" Struggle 1) GOOG's Gemini 3 overtook GPT5 to be No 1 in model performance. 2) Moonshot's Kimi K2 overtook MiniMax M2 as the best-performing LLM in China, only 8% < Gemini 3. 3) ZTE launched a smartphone powered by ByteDance's Doubao Mobile Assistant, a good demo of how AI could enhance a smartphone but commercial success unlikely. 4) The US allows NV H200 chips to be sold to China but if China wants it is uncertain. We ...

Data Center Energy Consumption - By 2030, global data centers are estimated to consume power equivalent to Japan's entire economy [1] - This represents a doubling of current data center power consumption [1] Technology & Efficiency - The industry questions whether technology-driven efficiencies can offset the growing demand for power in data centers [1] Event Announcement - The Bloomberg New Economy Forum will be held in Singapore from November 19-21 [1]

Market Fundamentals & Trends - Data center vacancy rates across North America are below 3% [3] - Tier one markets experience even lower vacancy rates, below 1% [3] - The imbalance between data center supply and demand could reach 10 gigawatts by 2030 [5] - Data center infrastructure demand is expanding to newer geographies [5][10][11] Power & Infrastructure - Grid lead times for power are currently 5 to 7 years [6] - Data center consumption is expected to quadruple from 2-3% to 10-12% of total power consumption in the next 5+ years [7] - Utilities are implementing deposit requirements for turbines and other infrastructure [8] - Collaboration among tech companies, utilities, and data center developers is crucial for securing power [8] - Alternative power solutions like nuclear and renewables are becoming increasingly important [9] Investment & Valuation - Investors are questioning data center valuations amid concerns about an AI bubble [1] - Meta is investing $29 billion in a data center project in Louisiana [10]

Here to discuss the Dennis said further. Nancy Nancy Angler Lafferty, Angler investment CEO, who says, quote, It's about the power, stupid. Okay.Hit me with that thesis. Oh, and you always find the right nugget to pull out. Yeah, well, I mean, look, there's there's expected to be I mean, open air has said they need 20 gigawatts of of power at 16 billion per two gigawatts.That's that's a fair amount of change. And then you have all of these just using Texas as an example. You have all of these companies open ...

Market Trends & Competition - The tech industry is engaged in a "war" for compute power, user engagement ("eyeballs"), and overall value, leading to significant spending and strategic realignments [1][2] - The consumer side of AI is a battle for user preference, requiring companies to win over end-users before delivering value [9] - The enterprise AI market is focused on automation, efficiency gains, and return on investment (ROI), presenting a clearer path for implementation [8] Technological Innovation & Disruption - Software is being rethought, with major players needing to innovate or risk obsolescence [4] - Current AI innovations may not be fully representative of the technology's potential, with future advancements expected to personalize user experiences through AI co-pilots [6][7] - AI has the potential to disrupt existing business models, including secure browsers, as large enterprises integrate AI chatbots [10] Investment & Profitability - The current level of capital expenditure (capex) in the tech sector may not be justified by future profitability, leading to potential disappointment for some investors [3] - The AI landscape will likely produce both winners and losers, with some companies and investors experiencing significant rewards while others face disappointment [3] Cybersecurity & Data Security - Cybersecurity needs are growing and are relatively resilient to market trends, but innovation is still required [4][5] - Enterprises are eager to adopt AI but face challenges related to security, data leakage, and the non-deterministic behavior of AI algorithms [11] Company Strategy & Positioning - The company has developed an AI portal to integrate with various AI functions, addressing security concerns and enabling enterprises to adopt AI more rapidly [11] - The company aims to be agnostic to specific browsers and chatbots, focusing on integrating with innovative companies to bring AI solutions to the enterprise [11] Enterprise AI Solutions - Microsoft currently holds a leading position in the enterprise AI market due to its established presence and understanding of enterprise needs [12][13] - While Microsoft leads in enterprise AI, other AI players like ChatGPT and Perplexity demonstrate strong technology and pose a competitive challenge [13]

New AI data-centres are springing up in the middle of nowhere in America, rather than in established clusters. Such isolated locations solve a power problem—but also introduce risks https://t.co/ns5Ibv6TUh ...

China's fossil-fuel demand seems to have reached a tipping point even as power consumption keeps rising, writes @danmurtaugh https://t.co/HhfWUc21kk ...