In 2016, Big Tech spent pocket change on infrastructure.
By 2022, ChatGPT dropped… and the floodgates opened.
Now $GOOG, $AMZN, $MSFT, and $META are on pace to spend $500B+ a year by 2030.
Not marketing. Not buybacks.
Straight into data centers, chips, and the AI arms race.…
Jeff Bezos plans to build a data center in space within the next 10+ years.
Unlimited solar energy available 24/7, space is an ideal location for data centers.
$AMZN AWS is set to make major moves out there.
On this nonfarm payroll Friday (hold the data) we know the US workforce was ~171M “strong” in August.
@StatistaCharts demonstrates that ~80M of those workers populate the ‘gig’ economy, or 47%
While some choose the flexibility afforded, many can’t afford NOT to be underemployed
On this nonfarm payroll Friday (hold the data) we know the US workforce was ~171M “strong” in August.
@StatistaCharts demonstrates that ~80M of those workers populate the ‘gig’ economy, or 47%
While some choose the flexibility afforded, many can’t afford NOT to be underemployed https://t.co/nBWcyOjXL7
The construction industry is deteriorating rapidly:
US job openings in construction dropped -115,000 in August, to 188,000, the lowest since May 2017.
This marks the second-largest monthly decline in data going back to January 2001.
Since December 2023, the number of available…
Sora 2 and Meta Vibes is going to take semiconductor memory to new levels.
AI video slop will drive a new memory supercycle.
Microns HBM4 speed challenges, SK Hynix dominance and new speed targets.
QLC NAND flash, HDD shortages and outlook.
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OpenAI just announced the release of its new video generation model Sora 2
OpenAI is also releasing a new standalone social app for making and sharing AI generated videos
Starting today, we’re introducing a major new update to AI Mode in Search, making visual exploration more natural than ever before. Now you can ask a question conversationally and get a range of visual results, with the ability to continuously refine your search in more natural…
OpenAI CEO Sam Altman met with the president of the United Arab Emirates yesterday
The UAE said the discussions focused on "strengthening cooperation between OpenAI and its counterparts in the UAE, particularly in the field of artificial intelligence research and its practical…
BOE Technology, China's display giant, just entered the robotics race with a new ¥200M subsidiary in Beijing.
As China's robot market gets increasingly crowded, even screen makers want in on the action. The new venture will focus on industrial robot manufacturing and R&D.…
By 2030, salvage systems in North America could see up to 350,000 tons of aluminum auto body scrap annually. ORNL’s RidgeAlloy, developed in 15 months, turns that scrap into cast aluminum for structural components. bit.ly/4h0LMv7
This is HUGE for $AMD!!!!!! 🔥🔥🔥
CUDA moat? What CUDA moat?!?!?
Wanna run AI workloads at home on your AMD Radeon GPU? Well now you can!!! 😎
This really is a massive step toward AMD’s vision of a cross-platform, developer-first AI ecosystem, helping AMD GPUs transition from…
This is HUGE for $AMD!!!!!! 🔥🔥🔥
CUDA moat? What CUDA moat?!?!?
Wanna run AI workloads at home on your AMD Radeon GPU? Well now you can!!! 😎
This really is a massive step toward AMD’s vision of a cross-platform, developer-first AI ecosystem, helping AMD GPUs transition from…
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