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🚨 ELON MUSK MAY HAVE JUST EXPOSED THE NEXT BIG PROBLEM FOR THE GLOBAL ECONOMY. Musk says AI demand is now so extreme that production shortages have become “insane.” At the same time, Tim Cook says tech cost inflation is the worst he has seen in 40 years. Now... show more

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JUST IN: 🌐 Elon Musk says we "will have an explosion in the global economy." Musk explains that the path to universal abundance runs through “AI and robotics,” unleashing “an expansion of the global economy that is truly beyond all precedent.”

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JUST IN: Elon Musk says AI and robots will cause an "explosion" in the global economy. "This is the path to abundance for all."

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$🚨 APPLE MAY HAVE JUST EXPOSED HOW EXTREME THE AI CHIP BUBBLE HAS BECOME. Apple is reportedly lobbying the White House for permission to buy memory chips from a Chinese company blacklisted by the Pentagon. Why? Because AI-driven chip prices have gotten so insane that even Apple can’t absorb the costs anymore. DeepSeek already showed the market you could get similar AI results for a fraction of the cost. If Apple starts moving toward cheaper Chinese chips too, the entire AI memory chip BUBBLE could start bursting.$

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Crypto Rover

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🎥WATCH: FED MINUTES SHOW AI DEMAND IS NOW AN INFLATION RISK The AI boom is now an official inflation concern for the Fed. "Participants judged that the risks to the inflation outlook were tilted to the upside," with AI demand pushing upward pressure on tech and electricity prices. Some officials also noted AI could eventually reduce costs through productivity gains, but "that effect would likely take time to materialize."

🎥WATCH: FED MINUTES SHOW AI DEMAND IS NOW AN INFLATION RISK The AI boom is now an official inflation concern for the Fed. "Participants judged that the risks to the inflation outlook were tilted to the upside," with AI demand pushing upward pressure on tech and electricity prices. Some officials also noted AI could eventually reduce costs through productivity gains, but "that effect would likely take time to materialize."

Coin Bureau

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AI investment is moving so fast, Fed Chair Kevin Warsh says it may soon stop being its own category. He pointed to a surge in data center construction and demand for AI-related equipment and software, noting high-tech spending jumped nearly 25% in the first quarter. Warsh says the Fed is still figuring out how much AI will boost the economy, while closely watching what it could mean for jobs and inflation.

AI investment is moving so fast, Fed Chair Kevin Warsh says it may soon stop being its own category. He pointed to a surge in data center construction and demand for AI-related equipment and software, noting high-tech spending jumped nearly 25% in the first quarter. Warsh says the Fed is still figuring out how much AI will boost the economy, while closely watching what it could mean for jobs and inflation.

Fox News

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Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is at 4.2%, its highest level in three years. Tensions with Iran continue to threaten oil supplies. The labor market remains strong. AI may be deflationary in the long run, but the Fed has to deal with today's inflation first. I don't expect a single rate cut before the end of 2026.

Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is at 4.2%, its highest level in three years. Tensions with Iran continue to threaten oil supplies. The labor market remains strong. AI may be deflationary in the long run, but the Fed has to deal with today's inflation first. I don't expect a single rate cut before the end of 2026.

Daniel

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Elon Musk says the AI boom hits a WALL this year when we run out of power to run the chips. He says the whole industry is about to learn a hard lesson in hardware. Chip output is exploding, but electricity is nearly flat everywhere outside China. So the two lines cross this year. He says by the end of the year, we will be making more AI chips than we can actually turn on. Millions of them pile up with nowhere to plug in. In his words, the bottleneck for the next year is not chips, it is raw power. Whoever can turn on the most chips fastest wins the race. In the end, the AI race comes down to one thing: Raw electricity. — Elon Musk (.Elon Musk) on Dwarkesh Patel's (.Dwarkesh Patel) podcast

Elon Musk says the AI boom hits a WALL this year when we run out of power to run the chips. He says the whole industry is about to learn a hard lesson in hardware. Chip output is exploding, but electricity is nearly flat everywhere outside China. So the two lines cross this year. He says by the end of the year, we will be making more AI chips than we can actually turn on. Millions of them pile up with nowhere to plug in. In his words, the bottleneck for the next year is not chips, it is raw power. Whoever can turn on the most chips fastest wins the race. In the end, the AI race comes down to one thing: Raw electricity. — Elon Musk (.Elon Musk) on Dwarkesh Patel's (.Dwarkesh Patel) podcast

Genius Thinking

2,079,224 Aufrufe • vor 8 Tagen

Elon Musk reveals the real limiting factor for AI is not chips anymore, it’s electricity AI chip production is growing exponentially, but global electricity supply is only increasing 3–4% per year. We’re reaching the point where we produce more chips than we can actually turn on Power is the ultimate bottleneck in 2026. Data centers now face up to 7-year waits for grid connections, leaving many GPUs sitting idle Energy is the new oil of the AI race

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Elon Musk: The lowest cost place to put AI data centers will be space ---- “The lowest cost place to put AI will be space. I think the case is a no-brainer for building AI, solar-powered AI data centers in space because, as you mentioned, it's also very cold in space. If you're in the shadow, then it's very cold in space, just 3 degrees Kelvin. So you just have your solar panels facing the Sun and then a radiator that's like pointed away from the Sun, so it has no Sun incidence and then it's just cooling. It's a very efficient cooling system. So the net effect is that the lowest cost place to put AI will be space and that'll be true within two years, maybe three, three at the latest.”

Elon Musk: The lowest cost place to put AI data centers will be space ---- “The lowest cost place to put AI will be space. I think the case is a no-brainer for building AI, solar-powered AI data centers in space because, as you mentioned, it's also very cold in space. If you're in the shadow, then it's very cold in space, just 3 degrees Kelvin. So you just have your solar panels facing the Sun and then a radiator that's like pointed away from the Sun, so it has no Sun incidence and then it's just cooling. It's a very efficient cooling system. So the net effect is that the lowest cost place to put AI will be space and that'll be true within two years, maybe three, three at the latest.”

Beanie👾

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🚨 THE AI BUBBLE JUST GOT ITS BIGGEST WARNING YET. The Fed is now officially linking AI demand to higher inflation. If AI keeps pushing prices higher... The Fed may have no choice but to keep rates higher for longer. No easy money, No rate cuts. The biggest bull market on Wall Street may now be fighting against the Fed itself.

🚨 THE AI BUBBLE JUST GOT ITS BIGGEST WARNING YET. The Fed is now officially linking AI demand to higher inflation. If AI keeps pushing prices higher... The Fed may have no choice but to keep rates higher for longer. No easy money, No rate cuts. The biggest bull market on Wall Street may now be fighting against the Fed itself.

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AI is inevitable. Elon Musk says how every attempt to slow AI down somehow sped it up. He backed OpenAI to counter Google's lead, then watched Anthropic split off and become the frontrunner, and now says all roads just lead to acceleration.

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Elon Musk says Space will be the lowest cost place to put AI within the next 2–3 years: “It’s a no brainer for building Solar-Powered AI Data Centers in space because, as you mentioned, it’s also very cold in space. If you’re in the shadow, then it’s very cold, just three degrees Kelvin. So you just have solar panels facing the sun and then a radiator that’s pointed away from the sun, so it has no sun incidence, and then it’s just cooling. It’s a very efficient cooling system. So, net effect is that the lowest cost place to put AI will be space, and that’ll be true within two years, maybe three at the latest.”

Elon Musk says Space will be the lowest cost place to put AI within the next 2–3 years: “It’s a no brainer for building Solar-Powered AI Data Centers in space because, as you mentioned, it’s also very cold in space. If you’re in the shadow, then it’s very cold, just three degrees Kelvin. So you just have solar panels facing the sun and then a radiator that’s pointed away from the sun, so it has no sun incidence, and then it’s just cooling. It’s a very efficient cooling system. So, net effect is that the lowest cost place to put AI will be space, and that’ll be true within two years, maybe three at the latest.”

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Jensen Huang says there are no laws of physics that prevent scaling AI data centers to a million chips and although it is a hard problem, "the prize for reinventing intelligence altogether is too consequential not to attempt it"

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Jensen Huang says there are no laws of physics that prevent scaling AI data centers to a million chips and although it is a hard problem, "the prize for reinventing intelligence altogether is too consequential not to attempt it"

Tsarathustra

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Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

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NEW: 🇺🇸 Former Fed Chair Janet Yellen says the main macro problem the economy faces is "inflation that's too high and has been too high for a long time." The question, Yellen told CNBC, is "how to bring that down without doing damage to the economy." 💬

NEW: 🇺🇸 Former Fed Chair Janet Yellen says the main macro problem the economy faces is "inflation that's too high and has been too high for a long time." The question, Yellen told CNBC, is "how to bring that down without doing damage to the economy." 💬

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Despite the media fearmongering over a slight rise in inflation, the reality is the economy is booming. Maria Bartiromo: This idea of growth in AI and data centers is so enormous because it's going to actually create a whole new era of growth, creating construction jobs, AI and tech jobs, energy jobs.

Despite the media fearmongering over a slight rise in inflation, the reality is the economy is booming. Maria Bartiromo: This idea of growth in AI and data centers is so enormous because it's going to actually create a whole new era of growth, creating construction jobs, AI and tech jobs, energy jobs.

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ELON MUSK WARNS OF DEFLATION IN AI FUTURE Elon Musk says the Treasury should eventually send money directly to people in an AI-driven economy. "My prediction is that we will desperately be fighting deflation."

ELON MUSK WARNS OF DEFLATION IN AI FUTURE Elon Musk says the Treasury should eventually send money directly to people in an AI-driven economy. "My prediction is that we will desperately be fighting deflation."

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🚨 MICHAEL BURRY MAY HAVE JUST SPOTTED THE DEBT RISK HIDING BEHIND THE AI BOOM APOLLO IS REPORTEDLY RAISING $38 BILLION TO FINANCE GOOGLE AI CHIPS FOR ANTHROPIC. MEANWHILE, ANTHROPIC CONTINUES TO ABSORB MASSIVE AMOUNTS OF CAPITAL ACROSS THE TECH ECOSYSTEM. SOME INVESTORS ARE STARTING TO QUESTION WHETHER AI GROWTH IS BECOMING TOO DEPENDENT ON LEVERAGE AND CONCENTRATED FUNDING. POTENTIAL WARNING SIGN 👀

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