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Each 1GW of AI computing capacity costs $50bn to deploy in today’s prices, according to OpenAI execs. By 2028, Morgan Stanley projects at least 65 GW of new data center demand. Do the math
Only way this can happen is if i) there are rolling blackouts across the US (with electricity prices 3-4x higher) or ii) there is a nuke around every corner. There is no way the current US grid can support this
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🚨 Accenture announces laying off 11,000 jobs in three months.
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A sudden change in policy: The initial policy of raising H-1B visa costs on ALL holders would have impacted ~700,000 people. Assuming the cost of an H-1B visa rises from $10,000 to $100,000, this would raise an incremental $63 billion PER YEAR. However, President Trump has…
The H1-B Visa Situation: President Trump just raised the cost of an H-1B Visa to $100,000 PER YEAR, a +1,000% increase. The US issues ~85,000 new H-1B Visas per year, which will now cost $8.5 BILLION/year. What are the economic implications? Let us explain. (a thread)
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“A DCF is like the Hubble telescope - turn it a fraction of an inch and you're in a different galaxy.” - Curtis Jensen
BREAKING: China lifts export restrictions on fertilizers, rare earths, and tunnel boring machines to India.
Biggest Beneficiary from GST Cut As Per MOSL report
US negotiators call off Delhi trip, halt trade talks with India ahead of sixth BTA round financialexpress.com/policy/economy…
CNBC TV 18 SOURCES CEMENT GST MAY DROP FROM 28% TO 18% INSURANCE GST COULD FALL TO 0–5% SIN GOODS & ONLINE BETTING MAY FACE 40% GST SLAB
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