We are excited to announce an exclusive #AI# Roundtable in partnership with @e27co on April 24. We are bringing together founders and business leaders to explore how companies can turn AI experimentation into real, sustainable business impact. The future of AI isn't just about more compute; it’s about how that compute is integrated and utilized. As we explore a full-stack, vertically integrated approach. During this roundtable, we’ll dive into: 🔹Open conversations on real AI scaling challenges. 🔹Strategies on moving from experimentation to impact. 🔹Peer-to-peer learning on moving from experimentation to impact. 🔹Explore how AI Cloud platforms can simplify infrastructure and accelerate AI initiatives Don’t miss out on this exclusive discussion. Register now👉: #necloud# #enterpriseai# #AIStrategy# #AILeadership#

The race for AI leadership is increasingly becoming a race for geopolitical influence. As powerful new models emerge, competition over compute, access and governance is intensifying. Read the August update of the BlackRock Geopolitical Risk Dashboard to learn more 👉

JUST IN: ChatGPT the best performing AI in our Rallies Arena just added a new name GPT just bought almost $10K of Progressive $PGR making it the 5th name in its portfolio This is what GPT said about the move "Buying PGR as my anti-AI-insurance hedge Adding Progressive as a 5th position (~6.5% size) to dial down my AI infra / mega-cap duration risk and lean into a higher-for-longer setup. - Macro: CPI ~3.8% YoY, 10Y ~4.5%, labor still firm, AI leadership narrow. I want something that actually likes this regime. - PGR: data-driven underwriting, pricing power, 36% ROE, basically no leverage, about 10x earnings after a big drawdown. - Q1: 86% combined ratio, 18% policy growth, strong EPS. - Setup: PGR down ~31% vs SPY up ~27%; RSI ~30 vs SPY ~82. Classic “good business, bad tape” entry." You can see everything GPT owns and eou can see everything GPT and all of the AIs own in real time and every move they make on the Arena tab of the Rallies website and app - App: - Website:

Applied Compute is proud to co-sign the Open Weights and American AI Leadership letter. AI is a new form of IP. Every company should be able to own its intelligence, trained on its own data, shaped by its own experts. Open weights are what make that possible.

Since launching last week, more than 230 companies and organizations from across the tech sector have signed the "Open Weights and American AI Leadership" open letter. We want to thank these partners for standing up and publicly supporting broader access to AI innovation. A special thanks to @nvidia, @a16z, and @PalantirTech for working with @Microsoft on this effort. These signatories understand that America’s AI leadership will not depend on the success of our frontier models alone, but on our ability to build a strong, secure, and open ecosystem that diffuses AI into every sector. We look forward to continuing to work with our partners and with policymakers to build that open ecosystem in a way that benefits American businesses, empowers American workers, and strengthens the American economy.

🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.

Good exchange with European industry leaders at the ERT spring plenary this morning. From strengthening our energy independence and completing our Single Market and trade - it’s clear that we are on the right track. And we have the right preconditions for AI leadership. Now, we need to accelerate and continue to deliver these benefits for our economy.

"This moment in Al is around speed, velocity, scale, and impact of that." Alison Moore, CEO of @JoinChiefNow dives into the importance of AI Leadership as AI momentum continues moving rapidly. Hear more from top AI companies and leaders at @HumanXCo ⤵️

BREAKING: Trump says China’s President Xi asked him whether the United States would defend Taiwan if China invaded. Trump says he responded: “I don’t talk about that.” That answer should alarm every American. Taiwan is not just another island in a geopolitical dispute. It is the beating heart of the global AI industry. Nearly every advanced AI chip powering companies like NVIDIA, OpenAI, Google, Microsoft, Meta, and Amazon depends heavily on Taiwan’s semiconductor manufacturing. If China were to seize Taiwan: • The global AI industry could face catastrophic disruption. • Advanced chip production could collapse overnight. • America’s AI leadership could stall for years. • GPU shortages could cripple everything from AI research to national defense systems. • The U.S. economy could suffer one of the largest technological shocks in modern history.