내가 좋아할 만한 콘텐츠
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
We need more electricity: AI data centers are set to consume 1,600 terawatt-hours of power demand by 2035, equal to 4.4% of global electricity. In other words, power demand from AI data centers is set to QUADRUPLE over the next 10 years. If counted as a country, AI data…
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
Citi: We estimate that due to AI computing demand, an additional 55 GW of power capacity will be required globally by 2030, leading to $1.4 trillion of incremental AI computing expenditure in the United States.
The irony of @AlanKohler one part of the boomer aus fin stooges (stephen bartho and Rob gotti) they veromently said gold will never go to $5000k in early 2008. It's $5777 AUD today, with bigger growth then thier beloved hooooms. He is peak booooomer hoooomer! $RMX $ARD $svl #GOLD
#Silver 😳 #Australia Wow, as @DonDurrett usually says: probably nothing.. 🚨 AUSTRALIA’S NATIONAL BROADCASTER THE ABC JUST AIRED A PROGRAM ON SILVER! “We are in the third silver bubble in a century and this could well be the biggest” PS: ABC News Australia reaches about 5…
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028 8 names to watch: • $NNE grid buildout • $CCJ uranium supply • $VRT power & cooling • $VST grid generation • $LEU enriched uranium fuel • $CEG nuclear baseload • $EOSE long-duration storage • $OKLO micro-nuclear edge
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
Visited the Energy Fuels processing facility in White Mesa, Utah, which is the only conventional uranium mill operating in the U.S. today. Joined Congressmen @BurgessOwens and @RepMikeKennedy to see firsthand how this site is supporting American energy security and national…
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
The physical scale of the OpenAI-Oracle-SoftBank Stargate is simply mind blowing. I looked up how they are being powered. The data centers in Texas, including the operational Abilene site and the new Shackelford and Milam County projects, require an estimated over 3 GW combined…
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
A List of Nuclear Stocks: Small Modular & Micro Reactors $OKLO Oklo $SMR NuScale $NNE NANO Nuclear $GEV GE Vernova $RYCEF Rolls-Royce $BWXT BWX Technologies Uranium Enrichers $LEU Centrus Energy $ASPI ASP Isotopes Nuclear Fuel Technology $LTBR Lightbridge Services and…
I sold GPUs in 2017 for a telco 'Big Data' environment, I put 2n2 together, AI = nukes. I did not expect they would talk 10GW $Trillions. #uranium $CCO $CCJ $OKLO $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $UUUU $BHP @AlligatorEnergy #DataCenters $goog $meta $ndva
OpenAI CEO Sam Altman & President Greg Brockman on the 10 GW deal with Nvidia: 100 billion is still small, that’s only the scale of million of GPUs; we’re talking about billions. We’re three orders of magnitude away from where we need to be.
#Nuclear #Energy represents a $10 Trillion potential market opportunity that could hold "the answer to the world's power shortages," according to a new Bank of America report. #NuclearEnergy #NuclearPower #energynews #Uranium #EnergySecurity finance.yahoo.com/news/nuclear-p…
$ARD #Kempfield of particular interest to me is this new zone on the other side of the fault. It might open up a big increase in the resource for #Kempfield 👍👍
Nuclear growth is accelerating at amazing speed. Capex will be in the $Trillions. #uranium $CCO $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $UUUU $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva
Nuclear growth is accelerating at amazing speed. Capex will be in the $Trillions. #uranium $CCO $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $UUUU $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva
To ensure U.S. energy leadership, electricity cannot constrain our economic growth. That’s why we’re working with world-class partners like Dow and Amazon, pairing real applications with real investment to deploy, commercialize, and scale our technology all across the nation.🎧…
Mainstreet is coming for the uranium trade. Crypto AI specs are here. Capex will be $Trillions for nuclear. #uranium $CCO $CCJ $OKLO $TLN $AGE $AEE $PEN $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $UUUU $BOE $LOT @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva
1 year ago, people started discussing 1GW data centres as a crazy idea. 5GW DCs are coming. Uranium and nuclear will be critical. 5GW can power 2.5m homes American homes. $AGE $amzn $uuuu $oklo $CEG $BKY
Welcome to Amazon's biggest data center yet. 🧵 A 1,200-acre Indiana campus will host 30+ data centers, using 2.2 gigawatts of power—that’s enough electricity for 1 million homes. 1/4
total reindustrialization victory. pmarca just articulated the single most important mission of our generation in less than 3 minutes. he sees what we see. the future isn't another LLM. it's about intelligence for atoms and rebuilding the industrial world.
$AGE $AMZN $UUUU $CEG $OKLO
$PLTR TEAMS UP WITH THE NUCLEAR COMPANY TO LAUNCH AI PLATFORM FOR FASTER U.S. REACTOR BUILDOUT
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