(GLW), (LUMN), (T) While cruising down Highway 1 last weekend, I received a call from an old friend who runs one of America’s largest data centers. He sounded unusually animated, almost giddy. “John, you wouldn’t believe what’s happening with our fiber requirements,” he said, nearly shouting over the roar of his Tesla. “We’re ordering three […]
The relationship between global trade policies and the technology sector is becoming increasingly intertwined. With tariffs on essential materials like steel and aluminum recently being implemented or proposed, the ripple effects extend far beyond construction and manufacturing. One area significantly impacted is the data center industry, which forms the backbone of the AI revolution. This […]
The legal system, a cornerstone of societal order, is on the cusp of a profound transformation. Artificial intelligence (AI), with its rapidly advancing capabilities in data analysis, natural language processing, and pattern recognition, is poised to permeate nearly every aspect of how laws are made, interpreted, and enforced. While the full extent of this influence […]
(NBIS), (AMZN), (GOOG) You know who isn’t spending $5/hour to run an H100? A company you’ve probably never heard of called Nebius Group (NBIS). While everyone else is throwing money at GPUs like it’s 2021 all over again, Nebius is quietly running sub-$0.03 racks at 90%+ utilization. I’ve toured their facilities. I’ve double-checked the numbers. […]
(NVDA), (MSFT), (GOOG),(AMZN) You know what’s crazy? A company that burns $5 billion a year in computing costs getting valued at $300 billion. Yet here we are. OpenAI just closed a monster funding round, raising up to $40 billion from investors including SoftBank Group at a staggering $300 billion valuation. That’s nearly double what the […]
The stock market, long a domain of human intuition, economic analysis, and the occasional gut feeling, is on the cusp of a profound transformation. Artificial intelligence (AI) is no longer a futuristic concept confined to science fiction; it is rapidly infiltrating the core mechanisms of trading, promising unprecedented speed, efficiency, and analytical power. As AI-driven […]
In today’s rapidly evolving economic landscape, finance chiefs are under constant pressure to optimize spending, enhance efficiency, and drive profitability. A powerful weapon in their arsenal is digitalization, the integration of digital technologies into all areas of a business, fundamentally changing how it operates and delivers value. This transformation is no longer a futuristic concept […]
(CRWV), (MSFT) My old college roommate owes me. Big time. “It’ll be fun,” he promised, arm around my shoulder at our reunion. “Just judge one high school investment competition. They’re brilliant kids!” Twenty years of friendship, and this is how he repays me for helping him land his first bulge-bracket banking gig? Sitting through PowerPoint […]
The landscape of artificial intelligence has been irrevocably altered. OpenAI’s unveiling of GPT-4o marks a paradigm shift, propelling us into an era where AI seamlessly integrates with our senses, understanding and responding to the world in ways that mimic human cognition. This “omni” model, as the “o” suggests, transcends the limitations of its predecessors, forging […]
“Stock prices have reached what looks like a permanently high plateau,” said economist Irving Fisher….just before the 1929 stock market crash.
