OpenAI just said “We have a lot more coming & need a lot more compute” They’re already spreading workloads across $NVDA, $AMD, $AMZN & working with $AVGO to design its own chips Sam Altman understands real constraints are compute supply, power& memory
Take note all Europeans. We are falling behind at exponential pace on all things #stocks #TechRevolution #ArtificialIntelligence #AI #Innovation2025
Ray Dalio says Middle East is becoming a 'Silicon Valley of capitalists’ cnbc.com/2025/12/08/ray…
cnbc.com
Ray Dalio says Middle East is becoming a 'Silicon Valley of capitalists’
The UAE and Saudi Arabia have this year launched multibillion-dollar initiatives to build cloud, data centers and other AI infrastructure.
No More Data Centers In Largest US Power Grid Unless They Can Be Reliably Served: Market Monitor zerohedge.com/markets/no-mor…
JPM slashes discount rate used to value AI cloud deals from 11-13% to 8-11%. "All told, we now believe equity in a MW of critical IT colocation capacity could be worth $8M - $17M (up from $4M - $9M). Similarly, we estimate equity in a MW of critical IT cloud capacity could be
I'm starting to be a real believer in AI. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.
Cantor Fitzgerald raised its price target on Bitfarms $BITF to $5 from $2.20 and maintained an Overweight rating. The firm noted that while results were affected by discontinued operations, the earnings call was “encouraging” across multiple fronts, signaling improving
The downward spiral for the UK in 2026… - Racheal Reeves will increase taxes this month. They are already sky high with over 11% of people paying the 40% rate (historically this was 3.5%. She will also start imposing regulations to try to prevent capital flight. - the real
$BITF - know what you hold
From a chief datacenter architect at Microsoft. "I don't think you can overbuild (datacenter) capacity. I don't think we're going to be at a tipping point of overbuilding until 2029, 2030."
United States Trends
- 1. #AEWDynamite N/A
- 2. Acuff N/A
- 3. Arkansas N/A
- 4. Josh Hubbard N/A
- 5. Swerve N/A
- 6. Swerve N/A
- 7. UConn N/A
- 8. Creighton N/A
- 9. Doug Shows N/A
- 10. Hangman N/A
- 11. Ewin N/A
- 12. Philon N/A
- 13. #SistasOnBET N/A
- 14. #LoveIsBlind N/A
- 15. #SouthernCharm N/A
- 16. Quinn Hughes N/A
- 17. Anna Frey N/A
- 18. Thunder Rosa N/A
- 19. Nate Oats N/A
- 20. Kevin Knight N/A
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