As I showed yesterday, business investment in software & tech is adding more to GDP growth than ever before.
But here’s the catch: that capex contribution only captures the domestic slice of the boom.
Imports of Tech capex - up 90% in 2 years - tell the rest of the story.…
As I showed yesterday, business investment in software & tech is adding more to GDP growth than ever before.
But here’s the catch: that capex contribution only captures the domestic slice of the boom.
Imports of Tech capex - up 90% in 2 years - tell the rest of the story.… https://t.co/RiAIqMSdaX
Oklo's extraordinary 20+ billion valuation is presumable based upon the premise that it will meet its goals of deploying its 1st Aurora powerhouse by late 2027 & rapidly scale its fleet to meet its 14,000MW of non-binding master power agreements and letters of intent.
That's 186…
Frontier Power and Eos advance to second round of evaluations in @ofgem Cap & Floor procurement of LDES in the UK! Together with Frontier Power, we’re driving innovation to deliver 11 GWh of scalable storage for a more secure energy future. Read the PR - tinyurl.com/4ere27yu
Unlike nuclear SMRs, $EOSE has a factory actually manufacturing product now, doubling production every quarter while building a second line, and delivering that product on sites for commissioning and connection to the grid. But Eos is not yet trading like a nuclear stock. The…
W gruncie rzeczy jest to kolejny przepis faworyzujący nieruchomości od innych aktywów podatkowo, potem się dziwić że Polacy to tylko w mieszkania lokują pieniądze 💸
W gruncie rzeczy jest to kolejny przepis faworyzujący nieruchomości od innych aktywów podatkowo, potem się dziwić że Polacy to tylko w mieszkania lokują pieniądze 💸
"To date, big tech has been able to mitigate the impact of massive CapEx spending on their earnings by repeatedly extending the depreciation periods for their investments. We believe that current depreciation numbers are grossly understated as the hyperscalers need to keep buying…
BREAKING: China’s internet regulator bans the biggest tech companies from buying Nvidia’s artificial intelligence chips, according to Financial Times report.
Despite daily headlines about project cancellations, there will be more US battery and solar capacity installed over the next three years than at any point in the industry’s history
Today, Enovix closed a $360 million convertible notes offering, strengthening our balance sheet for the next stage of growth.
Thank you to our investors, partners, advisors & team for your confidence. Together, we’re accelerating battery innovation and long-term value.
A oto nasza globalna pralka w akcji. A w bębnie pyły, sól morska, siarczany i wiele innych.
A to film z @NASA, która po raz kolejny udowodniła, że potrafi opowiadać historię Ziemi w sposób spektakularny. W swojej najnowszej wizualizacji pokazała, jak unoszące się w atmosferze…
Introducing DawnOS!🌇
Eos's purpose-built & U.S developed BMS, controls, and analytics software platform! See how Eos is ushering in the dawn of a new American energy era below!
Read the PR: bit.ly/41FftLM
Learn more: eose.com/dawnos/
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