Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public | daily Pre market brief + closing brief, trade alerts, earnings. Economics | Data, AI, semis & macro alpha |policy play
Joined October 2021
1K Following 11.6K Followers
Satya of $MSFT on the future of the cooling technology for data centres
Apparently all bottleneck plays for cooling ain’t worth it?? So space is cold for datacentres so Elon’s thesis is not the real deal?
Interesting
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Microsoft just announced Project Solara autonomous agents running locally on your PC while staying connected to the cloud. Jensen was on stage. The agent lives on your machine. Reaches into the cloud when it needs to. Works offline when it doesn't. Fast, private, and always on. The PC hasn't had a defining architectural moment since the internet.
Microsoft owns the OS. Nvidia owns the chip. Project Solara is what the next PC looks like. PC gonna be the new phones(?) maybe
Bullish af
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