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๐Ÿซ†๐Ÿข Data Centers & Copper ๐Ÿ’ฅ

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๐๐‡๐Ž๐„๐๐ˆ๐—๐Ÿฆโ€๐Ÿ”ฅ๐ƒ๐‘๐€๐†๐Ž๐

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Data centers
2:09

Data centers

mrredpillz jokaqarmy

15,288 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 8 ะดะฝะตะน ะฝะฐะทะฐะด

The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers. As AI scales toward 500K+ GPU factories, copper becomes the bottleneck & optics become plumbing that moves data fast enough for training & inference to work.
0:33

The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers. As AI scales toward 500K+ GPU factories, copper becomes the bottleneck & optics become plumbing that moves data fast enough for training & inference to work.

Shay Boloor

140,743 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะดะตะฝัŒ ะฝะฐะทะฐะด

Hotel Mario predicted AI data centers.
0:22

Hotel Mario predicted AI data centers.

ItsMirror

129,821 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 22 ะดะฝะตะน ะฝะฐะทะฐะด

Stan Druckenmiller: You donโ€™t have to be a genius to be long copper. - There is no meaningful supply coming online in the next 8 years. - AI and data centers are adding demand. - Not long copper equities, but futures. Being long copper just makes sense.
0:20

Stan Druckenmiller: You donโ€™t have to be a genius to be long copper. - There is no meaningful supply coming online in the next 8 years. - AI and data centers are adding demand. - Not long copper equities, but futures. Being long copper just makes sense.

Lukas Ekwueme

246,132 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 3 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

Data Centers / Fusion Centers.
1:06

Data Centers / Fusion Centers.

mrredpillz jokaqarmy

16,574 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 17 ะดะฝะตะน ะฝะฐะทะฐะด

The US Department of Energy mapped out all of the current data centers, data centers under construction & data centers currently in the planning stages. Weโ€™ve heard for years how vulnerable our grid is. Now we are supposed to believe that it can withstand all of this new demand?
1:30

The US Department of Energy mapped out all of the current data centers, data centers under construction & data centers currently in the planning stages. Weโ€™ve heard for years how vulnerable our grid is. Now we are supposed to believe that it can withstand all of this new demand?

Derrick Evans

69,306 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 19 ะดะฝะตะน ะฝะฐะทะฐะด

"There's more data centers under construction today than active data centers." Stocks in AI & Data Infrastructure ETFs $IVEP and $IVES are performing -- $GEV $SMERY $BE $VRT. Dan Ives says we're just in the 3rd inning. Here's why he's bullish.
0:43

"There's more data centers under construction today than active data centers." Stocks in AI & Data Infrastructure ETFs $IVEP and $IVES are performing -- $GEV $SMERY $BE $VRT. Dan Ives says we're just in the 3rd inning. Here's why he's bullish.

Brew Markets

15,905 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะผะตััั† ะฝะฐะทะฐะด

๐Ÿข๐Ÿข๐ŸขDemotion at โฆUTSW Media Relationsโฉ this morningโ€ฆlisten for the dynamite boom before the 1st bldg goes down ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ
0:37

๐Ÿข๐Ÿข๐ŸขDemotion at โฆUTSW Media Relationsโฉ this morningโ€ฆlisten for the dynamite boom before the 1st bldg goes down ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ

Samir M. Parikh

33,820 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 2 ะปะตั‚ ะฝะฐะทะฐะด

๐Ÿšจ AMERICA IS SLEEPWALKING INTO A RESOURCE CRISIS & DATA CENTERS KEEP ASKING FOR MORE๐Ÿšจ
2:37

๐Ÿšจ AMERICA IS SLEEPWALKING INTO A RESOURCE CRISIS & DATA CENTERS KEEP ASKING FOR MORE๐Ÿšจ

Jack Danger

21,537 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 10 ะดะฝะตะน ะฝะฐะทะฐะด

We need more data centers
0:24

We need more data centers

Rothmus ๐Ÿด

21,951 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 10 ะดะฝะตะน ะฝะฐะทะฐะด

AI data centers being built
2:45

AI data centers being built

SkriptkeeperElect

17,360 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 3 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

The rise of data centers.
0:48

The rise of data centers.

Kite & Key Media

523,491 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 11 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

The real cost of these data cost of Data Centers
1:29

The real cost of these data cost of Data Centers

mrredpillz jokaqarmy

12,433 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 26 ะดะฝะตะน ะฝะฐะทะฐะด

FIu$k them Data Centers
1:16

FIu$k them Data Centers

SkriptkeeperElect

27,228 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 2 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

Robert Friedland: If you think we have enough copper youโ€™re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And thatโ€™s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVsโ€ฆ just electrify everything and assume copper will be available. The reality? We havenโ€™t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades Thatโ€™s a long way of saying copper prices must rise to incentivize new production.
2:02

Robert Friedland: If you think we have enough copper youโ€™re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And thatโ€™s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVsโ€ฆ just electrify everything and assume copper will be available. The reality? We havenโ€™t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades Thatโ€™s a long way of saying copper prices must rise to incentivize new production.

Lukas Ekwueme

104,349 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะผะตััั† ะฝะฐะทะฐะด

Data or Surveillance centers or Fusion centers can dry up the great lakes.
2:19

Data or Surveillance centers or Fusion centers can dry up the great lakes.

mrredpillz jokaqarmy

16,086 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 14 ะดะฝะตะน ะฝะฐะทะฐะด

Data Centers are sold not bought. We deserve to know the details about all the massive data centers being proposed in Utah.
2:59

Data Centers are sold not bought. We deserve to know the details about all the massive data centers being proposed in Utah.

Just Phil Lyman

26,839 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะผะตััั† ะฝะฐะทะฐะด

Cooling Al data centers in space
1:04

Cooling Al data centers in space

Massimo

19,796 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 2 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

Some more info on Data Centers.
5:53

Some more info on Data Centers.

Johnny Midnight โšก๏ธ

28,513 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 22 ะดะฝะตะน ะฝะฐะทะฐะด

These Data centers are bad news.
0:20

These Data centers are bad news.

The Disrespected Trucker

15,980 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะผะตััั† ะฝะฐะทะฐะด