DeepNeuralNetworks - e/acc
@deep_neural
Neural networks, Frontier Models need Nuclear powered Data Centers. AI is the future for the world #gold #uranium #silver - Effective Accelerationism
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$uuuu $age
ICYMI: Trump Admin To Lend "Hundreds Of Billions" To Build Nuclear Power Plants zerohedge.com/markets/trump-…
$uuuu $age
Today we're announcing Valar Atomics' $130m Series A, led by Doug Philippone at Snowpoint Ventures and co-lead by Day One and Dream. Also joining Team Valar are Balerion, Contrary, DTX, Alumni, Crosscut, Triplepoint, Palmer Luckey, Shyam Sankar, and more great funds and angels.
$uuuu $age
Some context: 1GW energy = enough power for 750,000 homes 1GW data center = $50-$60BN in capex spend 1GW = 500,000 GPUs
Boomer trying to explain wealth.... no you aren't wealthy. Your dollar has collapsed and u can't buy houses mowing lawns anymore.
In the 70s, I bought my first house mowing lawns part-time. $30,000. Try doing that today. The difference isn’t immigration. It’s the government zoning.
Nuclear demand will skyrocket. $AGE and $UUUU are my plays. I sold #GPUs in 2016. I understood the power bottle neck. It's common knowledge now. I bought $uuuu at $1.75 because of white messa. I was late to $AGE in Nov 2020. Demand = $amzn @xenergynuclear x.com/APompliano/sta…
Dan Ives (@DivesTech) is one of the best analysts on Wall Street. He breaks down whether we are in an AI bubble, along with his outlook for various stocks including: $TSLA, $PLTR, $CRWD, $GOOGL, $AAPL, $NVDA, $AMZN, $MSFT, and many others. Enjoy!
Ben Shapiro celebrates violence.
Does the Israel lobby hurt America? (Please RT to get a broader sample)
If today doesn’t show you that Israel is conducting a military operation targeting Americans on social media, I don’t know what will.
The world is starting to wake up. Energy is life, uranium is the enabler, AI is the tool $UUUU $AGE $amzn @xenergynuclear #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $MSFT $NVDA $ORCL $TSLA $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva
Jonathan Webb, The Nuclear Company America built over 100 nuclear reactors between 1960 and 1990. We’ve built just two since then. Nuclear construction didn't just slow. It nearly died. The nation that first split the atom and put men on the moon somehow forgot how to pour…
AI data center play now giving into commodities. $UUUU $AGE
Big tech moving into electricity. Nuclear is the new trend to POWER AI. $AGE $AMZN youtu.be/4JA7n0wTChw?si…
The world is starting to wake up. Energy power is the life blood, uranium is a god product, AI is the soul $UUUU $AGE $amzn @xenergynuclear #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $MSFT $NVDA $ORCL $TSLA $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva
⚡️This is the quiet re-wiring of civilization. Forget the surface narrative about “AI growth” or “data centers.” What’s happening underneath is the transfer of control over energy allocation, the true base layer of civilization, from states to hyper-capitalized private actors.…
"Uranium deficit" -- all those years of quakes and @uraniuminsider talk total garage about supply. they had no idea about GPUs and data center electricity requirements. None at all, they had a "thesis". Uranium investors have been holding thier bags for years. $glo $pdn $bmn $dyl
Loving my twitter feed lately with all the real investors vs the uranium deficit losers... $uuuu (quakes and uranium insider 👀)
BM been studying flow for a decade. This week’s action tells him at least 26 next week. Breadman would be shocked if it didn’t.
Earlier this week, Export Finance Australia (EFA) issued a conditional letter of support for Energy Fuels’ Donald Project The shovel-ready Donald Project is one of Australia's most advanced critical mineral projects, targeting the production of #rareearths which will be shipped…
$UUUU $AGE $amzn @xenergynuclear Amazon is deep into nuclear. James Hamilton is director X Energy. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $MSFT $NVDA $ORCL $TSLA $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva
.@SecretaryWright: "The American government is doing everything we can to enable the growth of electricity production in this country...AI is going to make electricity more abundant, more reliable, and ultimately more affordable."
$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.
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