Silver Specs Have Hardly Ever Been This Short: Is The Squeeze Finally Here?
*JOHNSON SAYS HE EXPECTS HOUSE WILL PASS SENATE PERMITTING BILL
Trump Picks Palantir's Security Chief To Run CISA
"A 100MW datacenter in China now costs under $300M to build, excluding IT equipment, about a fifth of the US cost. China's build cost has fallen about 25% since 2021."
Peltola's Alaska Lead Now Tops Every 'Decoy Dan' Vote... Trump's Math Just Broke
RFK Jr. Says Big Developments Coming In Wake Of Midterms
@zerohedge SpaceX has a chance of going about half the GW next year of actually usable compute.
“Actually usable” is an important metric. It takes us ~2 months working 24/7 to get a large compute cluster working reliably. I’d guess closer to 6 months for others.
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"Markets May Not Wait": BofA Says AI Equity Vol Hasn't Caught Up With What Credit Already Knows
Watch: Bizarre Tentacled UFO Filmed Floating Near Major U.S. Military Base; Witnesses Speak
NEW Ramp AI Index: In October, AI spend rose 2%. OpenAI and Anthropic growth fell to low single-digits.
Engineering teams drove 72% of spend, followed by customer service and leadership.
Given this relatively modest growth in spend, and new competitive dynamics that may stick around, the markt should look to new fronts in the AI trade.
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America's Beer Slump Summed Up In One Chart
The projections never lie
@KatieMiller I remember that time when Masa, instead of putting $12B into Tesla for a 1/4 of the company to help me take Tesla private, instead invested the money in WeWork.
That was dumb.
Trump Wins Major Ruling In Defamation Lawsuit Against BBC
How much of each developer's data center pipeline actually gets built
Share of forward pipeline ranked by Bernstein as credible: META, MSFT, GOOGL, QTS, Vantage are top 5
Data Centers in pipeline, by company:
Amazon 33GW credible
Google 20GW credible
Meta 15GW credible
MSFT 10GW credible
QTS 9GW credible
Stack Infra 7GW credible
Vantage 6GW credible
Digital Realty 4GW credible
etc
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Data Centers in pipeline, by company:
Amazon 33GW credible
Google 20GW credible
Meta 15GW credible
MSFT 10GW credible
QTS 9GW credible
Stack Infra 7GW credible
Vantage 6GW credible
Digital Realty 4GW credible
etc
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Who is actually building data centers:
Hyperscalers: 42% of credible pipeline (of 199GW)
Colocation: 34% of credible pipeline
Cryptominer pivots: 4% of credible pipeline
Neoclouds: 4% of credible pipeline
Others: 17% of credible pipeline
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Who is actually building data centers:
Hyperscalers: 42% of credible pipeline (of 199GW)
Colocation: 34% of credible pipeline
Cryptominer pivots: 4% of credible pipeline
Neoclouds: 4% of credible pipeline
Others: 17% of credible pipeline
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Data Center breakdown:
Under construction: 75GW Credible vs 87GW total
Announced: 123GW Credible vs 497GW total
Forward total: 199GW Credible vs 586GW total
(source Bernstein)
Data Center breakdown:
Under construction: 75GW Credible vs 87GW total
Announced: 123GW Credible vs 497GW total
Forward total: 199GW Credible vs 586GW total
(source Bernstein)
Gigawatts vs. Bragawatts: 586GW Announced, 199 Real - Mapping Who Is Actually Building America's Data Centers
Reports Say Trump, Netanyahu Engaged In "Shouting Match From Hell" - Bibi Denies
*ZELENSKYY ARRIVES IN IRELAND, PLANS TO MEET WITKOFF, KUSHNER
