There is no fact-based argument for a reduction of data center build out due to an already expected split government midterm result or the state voting initiatives. 1. If a local/state gov doesn’t want to make a deal, the cloud/hyperscaler will move to one who will . This isn’t binary, most locals are making deals. The builds over the next 1-1.5yrs are already permitted. 2. If the US as a whole rejects enough land mass where the demand for AI factories cannot be fulfilled in the US, those AI factories will move offshore repeating the prior 3 decades of globalization and hollowing out of our middle class. It was dumb back then and even dumber now given the geopolitical national security implications of AI sovereignty… @HalftimeReport @TheJudgeCNBC

The 50K/yr run rate by year end for @Tesla_Optimus is the key takeaway. They wouldn’t be putting orders on the supply chain and going for it if they didn’t think it was possible to achieve. Everybody including Tesla knew the hands would be difficult to manufacture

$EOSE partner Frontier Power USA was selected for a U.S. Army energy project at Tobyhanna Army Depot in Pennsylvania, combining new power generation with American-made battery storage. The project is expected to use private capital with no upfront government capital cost, while boosting grid capacity and energy resilience for the Army installation.

Incredible how @CNBC, every hour, highlights the @Apple iPhone launch, new features, they show the new colors. Literally a 10min ad spot every hour. The upgrade is incremental & more of a '17s' but that doesn't matter, ad dollars do. Imagine if Apple launched Starship...