alan.campbell99 How would an annual build of 100GW, should this in fact be possible, be funded? Will there be ROI? When? These AI companies aren't profitable now with little other than claims to magically have massive revenue boosts and become massively profitable from 2029/2030 with apparently nothing to back this up other than 'because we say it will'. I don't think AI is going away completely but I do get a bit incredulous and irritable with a lot of the reporting around the likes of openAI and Anthropic, how for example this apparently endless need for investment monies is just fine, nothing to see here. It really does look at times like there's a lack of critical reporting in some areas of finance and tech mainstream reporting with regards to all this. Reply
passivecool @hotaru251I am saving one workday every week and more importantly can now launch into and complete projects way out of my competency scope before. And I am just getting started. I will rebuild my entire business AI agent first this year. Real companies are getting real value, and they are earning off it and paying well for it. Do you really think that there was no AI involved in the article above? AI is the most powerful tool humanity has ever built. If the only usage you can be bothered to figure out is to generate cat memes, then, well yes, your statement is true for you. As a kind person who tends to take care of others: I invite you to reconsider in your own interest. Coffee! The carousel is spinning insanely fast, and there is no shame on anyone who can not keep up. Basically absolutely no one can keep up. Interestingly, a global study showed that the Americans are among the most skeptical and least optimistic populace regarding AI implementation. Go figure. On topic, I have very mixed feelings about the nuclear path. I must admit that I do not feel sufficiently qualified to have a solid opinion. Reply
jp7189 passivecool said: @hotaru251I am saving one workday every week and more importantly can now launch into and complete projects way out of my competency scope before. And I am just getting started. I will rebuild my entire business AI agent first this year. Real companies are getting real value, and they are earning off it and paying well for it. Do you really think that there was no AI involved in the article above? AI is the most powerful tool humanity has ever built. If the only usage you can be bothered to figure out is to generate cat memes, then, well yes, your statement is true for you. As a kind person who tends to take care of others: I invite you to reconsider in your own interest. Coffee! The carousel is spinning insanely fast, and there is no shame on anyone who can not keep up. Basically absolutely no one can keep up. Interestingly, a global study showed that the Americans are among the most skeptical and least optimistic populace regarding AI implementation. Go figure. On topic, I have very mixed feelings about the nuclear path. I must admit that I do not feel sufficiently qualified to have a solid opinion. I agree with this, but no offense you're wasting your time here. Read through the comments on this forum re: AI, and you'll see most commenters are writing from the POV of fear of AI taking their jobs and use fear based competitions to prove they are still better than AI. As in "I gave AI a try and it didnt code as well as me so it's utter trash." Imagine going back to 2000 and posting about how great digital photography is on a professional photographer's forum. It's kinda like that. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/ai-hyperscalers-move-to-secure-long-term-uranium-supply-from-mining-companies-fuel-required-for-nuclear-plants-to-power-future-data-centers#main
- https://www.tomshardware.com
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- AMD's next-gen Ryzen 10000 desktop CPUs rumored to come in seven different configs — Starting from 6 cores, flagship "Olympic Ridge" silicon may feature up to 2
- China’s AI build-out forces a rapid shift to liquid cooling — massive clusters put pressure on domestic suppliers to shift cooling methods
- Pocket $510 in savings as Lenovo's Legion Pro 5 with RTX 5060 and 32GB of memory is slashed in price to just $1149.99 — a superb value gaming laptop
- Into the Omniverse: Physical AI Open Models and Frameworks Advance Robots and Autonomous Systems
Informational only. No financial advice. Do your own research.