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Ex-Google CEO Eric Schmidt drops a stark warning: The AI revolution is underhyped—and we're nowhere near ready. In the next year: AI programmers replacing human coders. AI mathematicians rivaling top grad students. This isn't chatbots—it's reasoning/planning systems we've never seen. Superintelligence (smarter than humans) could arrive within a decade,...

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Camus

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54,985 次观看 • 5 个月前 •via X (Twitter)

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Dr. Eric Schmidt says AI needs “energy in all forms: renewable, non-renewable, whatever.” “It needs to be there, and it needs to be quickly.” “People are planning 10 gigawatt data centers.” “An average nuclear power plant in the United States is one gigawatt.” “Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030.” “These things are industrial at a scale I have never seen in my life.” This is exactly why I believe the market is still underestimating the AI power and infrastructure opportunity in companies like $TE, $BE, $PUMP, $PSIX, $SMR, $FCEL, $MARA, $KEEL, and $OKLO. The biggest constraint to scaling AI remains electricity. The companies building power generation, grid infrastructure, electrical equipment, cooling systems, and AI data centers could be among the biggest beneficiaries over the next decade. Not financial advice. Do your own research.
0:51

Dr. Eric Schmidt says AI needs “energy in all forms: renewable, non-renewable, whatever.” “It needs to be there, and it needs to be quickly.” “People are planning 10 gigawatt data centers.” “An average nuclear power plant in the United States is one gigawatt.” “Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030.” “These things are industrial at a scale I have never seen in my life.” This is exactly why I believe the market is still underestimating the AI power and infrastructure opportunity in companies like $TE, $BE, $PUMP, $PSIX, $SMR, $FCEL, $MARA, $KEEL, and $OKLO. The biggest constraint to scaling AI remains electricity. The companies building power generation, grid infrastructure, electrical equipment, cooling systems, and AI data centers could be among the biggest beneficiaries over the next decade. Not financial advice. Do your own research.

Leopold Stock Tracker

20,643 次观看 • 1 个月前

Eric Schmidt, former CEO of Google: "The AI revolution is underhyped. None of us is prepared for the implications of this." He opens with a warning: "The arrival of this new intelligence will profoundly change our country and the world in ways we cannot fully understand." He explains what's happening right now in the industry: "We're very very quickly developing AI programmers. And these AI programmers will replace traditional software programmers. We're building in the next year AI mathematicians that are as good as the top level graduate students in math. This is happening very quickly." Schmidt argues most people fundamentally misunderstand what AI has become: "Today you think of AI as ChatGPT, but what it really is is a reasoning and planning system that we've never seen before." The implications, he warns, extend far beyond software. These new systems demand resources at an industrial scale we've never encountered. "They're going to need a lot more computation than we've ever had. They're going to need a lot more energy." To illustrate the scale of the energy crisis ahead, Schmidt offers a sobering comparison: "People are planning 10 gigawatt data centers. Now just to do the translation, an average nuclear power plant in the United States is 1 gigawatt. How many nuclear power plants can we make in one year where we're planning this 10 gigawatt data center? Gives you a sense of how big this crisis is." Eric Schmidt shares an estimate he finds most likely: "Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030. These things are industrial at a scale I have never seen in my life." Schmidt says the industry needs high skills immigration, light touch regulation around cyber and bio threats, and most critically, energy in all forms. He's personally investing in fusion, but acknowledges it won't arrive in time. He closes with the stakes: "When you build these systems, you have intelligence in the computer and then eventually human level intelligence. Some people think it's within 3 to four years. Then after that, you have something called super intelligence, the intelligence that's higher than of humans. We believe as an industry that this could occur within a decade. It is crucial that America get there first."
2:35

Eric Schmidt, former CEO of Google: "The AI revolution is underhyped. None of us is prepared for the implications of this." He opens with a warning: "The arrival of this new intelligence will profoundly change our country and the world in ways we cannot fully understand." He explains what's happening right now in the industry: "We're very very quickly developing AI programmers. And these AI programmers will replace traditional software programmers. We're building in the next year AI mathematicians that are as good as the top level graduate students in math. This is happening very quickly." Schmidt argues most people fundamentally misunderstand what AI has become: "Today you think of AI as ChatGPT, but what it really is is a reasoning and planning system that we've never seen before." The implications, he warns, extend far beyond software. These new systems demand resources at an industrial scale we've never encountered. "They're going to need a lot more computation than we've ever had. They're going to need a lot more energy." To illustrate the scale of the energy crisis ahead, Schmidt offers a sobering comparison: "People are planning 10 gigawatt data centers. Now just to do the translation, an average nuclear power plant in the United States is 1 gigawatt. How many nuclear power plants can we make in one year where we're planning this 10 gigawatt data center? Gives you a sense of how big this crisis is." Eric Schmidt shares an estimate he finds most likely: "Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030. These things are industrial at a scale I have never seen in my life." Schmidt says the industry needs high skills immigration, light touch regulation around cyber and bio threats, and most critically, energy in all forms. He's personally investing in fusion, but acknowledges it won't arrive in time. He closes with the stakes: "When you build these systems, you have intelligence in the computer and then eventually human level intelligence. Some people think it's within 3 to four years. Then after that, you have something called super intelligence, the intelligence that's higher than of humans. We believe as an industry that this could occur within a decade. It is crucial that America get there first."

Big Brain AI

40,383 次观看 • 3 个月前

🇺🇸 EX-GOOGLE BOSS: AI WILL REPLACE MOST PROGRAMMERS IN A YEAR—SUPERINTELLIGENCE COULD ARRIVE IN SIX Former Google CEO, Eric Schmidt: "We believe that in the next year, the vast majority of programmers will be replaced by AI. Within three to five years, we’ll see AGI—systems as smart as the best humans. And in six years, artificial superintelligence—smarter than all of us combined. This is happening fast, and society isn’t ready." Source: Eric Schmidt vitrupo
2:31

🇺🇸 EX-GOOGLE BOSS: AI WILL REPLACE MOST PROGRAMMERS IN A YEAR—SUPERINTELLIGENCE COULD ARRIVE IN SIX Former Google CEO, Eric Schmidt: "We believe that in the next year, the vast majority of programmers will be replaced by AI. Within three to five years, we’ll see AGI—systems as smart as the best humans. And in six years, artificial superintelligence—smarter than all of us combined. This is happening fast, and society isn’t ready." Source: Eric Schmidt vitrupo

Mario Nawfal

1,458,539 次观看 • 1 年前

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale
0:47

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

Small Cap Snipa

116,034 次观看 • 7 个月前

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?
6:50

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

84,029 次观看 • 8 个月前

🇺🇸 FORMER GOOGLE CEO: DATA CENTERS ARE ABOUT TO EAT ALL THE ENERGY Eric Schmidt says we’re about to have a massive energy crisis — because future data centers are gonna need so much juice, they could suck up 99% of all electricity generation. He’s talking 10-gigawatt data centers (FYI: that’s like building 10 nuclear power plants just to keep your TikToks and ChatGPT chats running). Fusion energy sounds cool but won’t be ready in time, so Schmidt says we’ll need everything — gas, nukes, renewables — and fast. Problem is, fixing the energy grid takes forever (like, 18 years forever), and Schmidt basically says we need to smash the red tape or we’re toast. Source: Eric Schmidt speech in Congress
1:28

🇺🇸 FORMER GOOGLE CEO: DATA CENTERS ARE ABOUT TO EAT ALL THE ENERGY Eric Schmidt says we’re about to have a massive energy crisis — because future data centers are gonna need so much juice, they could suck up 99% of all electricity generation. He’s talking 10-gigawatt data centers (FYI: that’s like building 10 nuclear power plants just to keep your TikToks and ChatGPT chats running). Fusion energy sounds cool but won’t be ready in time, so Schmidt says we’ll need everything — gas, nukes, renewables — and fast. Problem is, fixing the energy grid takes forever (like, 18 years forever), and Schmidt basically says we need to smash the red tape or we’re toast. Source: Eric Schmidt speech in Congress

Mario Nawfal

331,291 次观看 • 1 年前

This Eric Schmidt podcast has a lot of great predictions. must watch. - Super-intelligence will arrive inside 10 years. - AI models will dominate every field within 5 years. - AI models which are World-class AI mathematicians and coders will emerge in 1-2 years, erasing junior programmer roles and later senior oversight. - Most enterprise software will be auto-written, and legacy middleware vendors will shrink. - Natural-language agents will replace traditional user interfaces. - U.S. data centers will need ≈92 GW of new power, making electricity—not chips—the primary growth cap. - Multi-gigawatt AI hubs will turn into strategic assets guarded like nuclear sites. - China will narrow the gap via algorithmic tricks despite chip controls, keeping the super-intelligence race tight. - Open-source weights will spread worldwide. There could be bioweapon and cyber-attack risks. - Governments will need to track GPUs and establish AI deterrence regimes to avoid escalation. - AI-driven research will speed breakthroughs in materials, energy, biology, and climate tech. - Productivity could jump 20-30% yearly, fueling broad economic abundance. --- 'Peter H. Diamandis' YT channel
0:48

This Eric Schmidt podcast has a lot of great predictions. must watch. - Super-intelligence will arrive inside 10 years. - AI models will dominate every field within 5 years. - AI models which are World-class AI mathematicians and coders will emerge in 1-2 years, erasing junior programmer roles and later senior oversight. - Most enterprise software will be auto-written, and legacy middleware vendors will shrink. - Natural-language agents will replace traditional user interfaces. - U.S. data centers will need ≈92 GW of new power, making electricity—not chips—the primary growth cap. - Multi-gigawatt AI hubs will turn into strategic assets guarded like nuclear sites. - China will narrow the gap via algorithmic tricks despite chip controls, keeping the super-intelligence race tight. - Open-source weights will spread worldwide. There could be bioweapon and cyber-attack risks. - Governments will need to track GPUs and establish AI deterrence regimes to avoid escalation. - AI-driven research will speed breakthroughs in materials, energy, biology, and climate tech. - Productivity could jump 20-30% yearly, fueling broad economic abundance. --- 'Peter H. Diamandis' YT channel

Rohan Paul

287,645 次观看 • 1 年前

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.
2:27

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,908,879 次观看 • 8 个月前

My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”
1:03:18

My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”

Ti Morse

111,682 次观看 • 3 个月前

Eric Schmidt says the real limit on AI is cash, and he puts one gigawatt of data center at roughly $50 billion: "A gigawatt data center costs something on the order of 50 billion with a B number." "How could these people in my industry be so crazy to raise all that money and build all the data centers? And the answer is they see the demand." "So absent an AI breakthrough algorithmically, which is a change to what is called the transformer architecture which is invented at Google, thank you, in 2017, we're sort of stuck with this cost structure." "And I think the real limit to AI is not energy. It's actually cash." "Because when you add up the cost of these, if you take 50, just round numbers, 50 billion a gigawatt, so 10 gigawatts is half a trillion dollars." "How many companies, countries, and so forth can hand an industry a trillion dollars of capital? Very, very few." Even at the low end of the published estimates, around $38 billion a gigawatt, his arithmetic still puts ten gigawatts in the hundreds of billions, so the conclusion holds. Very few balance sheets can carry that, which means most companies buying AI capacity over the next few years will be renting it from the handful that can. - Eric Schmidt (Eric Schmidt), Chair of the Special Competitive Studies Project and CEO of Relativity Space, at the SCSP AI+ Expo (@SCSPAI), May 2026.
1:13

Eric Schmidt says the real limit on AI is cash, and he puts one gigawatt of data center at roughly $50 billion: "A gigawatt data center costs something on the order of 50 billion with a B number." "How could these people in my industry be so crazy to raise all that money and build all the data centers? And the answer is they see the demand." "So absent an AI breakthrough algorithmically, which is a change to what is called the transformer architecture which is invented at Google, thank you, in 2017, we're sort of stuck with this cost structure." "And I think the real limit to AI is not energy. It's actually cash." "Because when you add up the cost of these, if you take 50, just round numbers, 50 billion a gigawatt, so 10 gigawatts is half a trillion dollars." "How many companies, countries, and so forth can hand an industry a trillion dollars of capital? Very, very few." Even at the low end of the published estimates, around $38 billion a gigawatt, his arithmetic still puts ten gigawatts in the hundreds of billions, so the conclusion holds. Very few balance sheets can carry that, which means most companies buying AI capacity over the next few years will be renting it from the handful that can. - Eric Schmidt (Eric Schmidt), Chair of the Special Competitive Studies Project and CEO of Relativity Space, at the SCSP AI+ Expo (@SCSPAI), May 2026.

Karl Mehta

42,907 次观看 • 9 天前

NEW VIDEO At Aalo, we're using AI to build nuclear faster. And the more nuclear we deploy to power data centers, the better AI will get. A positive reinforcement loop is incoming. A few ways we're using AI: ➡️ Aalo Bot attends every meeting, listens, and soon will be able to talk. We'll ask it questions like "would this design change work given all the constraints you've heard from other teams?" or "what are the most pressing blockers for the company right now, stack ranked?", and more. ➡️ We're using AI to write software across the entire company. Not just replacing SaaS, but AI is also currently writing the code to automate physical robotic work done in our factory, including welding. This will unlock a scale of production and consistency of quality beyond what’s been possible in nuclear in the past. The video below features Gregory Wildes and Russell Rowland, along with some of the work Rob Kessler has been doing behind the scenes. Enjoy!
3:04

NEW VIDEO At Aalo, we're using AI to build nuclear faster. And the more nuclear we deploy to power data centers, the better AI will get. A positive reinforcement loop is incoming. A few ways we're using AI: ➡️ Aalo Bot attends every meeting, listens, and soon will be able to talk. We'll ask it questions like "would this design change work given all the constraints you've heard from other teams?" or "what are the most pressing blockers for the company right now, stack ranked?", and more. ➡️ We're using AI to write software across the entire company. Not just replacing SaaS, but AI is also currently writing the code to automate physical robotic work done in our factory, including welding. This will unlock a scale of production and consistency of quality beyond what’s been possible in nuclear in the past. The video below features Gregory Wildes and Russell Rowland, along with some of the work Rob Kessler has been doing behind the scenes. Enjoy!

Matt Loszak | Aalo Atomics

16,551 次观看 • 2 个月前

The "big announcement" just dropped. I just watched Sundar Pichai and Demis Hassabis announce biggest AI infrastructure deal in history. $15 billion to build India's first complete AI hub. Let me break down what Google is building: A massive AI data center in Visakhapatnam (a coastal city in India). Think of it like this: • The compute power of thousands of Google data centers • New underwater internet cables connecting 4 continents • Clean energy plants to power everything • Training programs for 100+ million people All in one place, over 5 years. AI doesn't work without fast internet. Google is laying NEW cables under the ocean: → India to Singapore → India to South Africa → India to Australia → Mumbai to Western Australia Right now, most of the world's internet flows through cables landing in the US, Europe, or China. Google is creating an entirely new route, with India at the center. If you're in Africa, Asia, or South America, your AI tools will get FASTER. Why? Shorter distance = faster data. Instead of your request traveling: Africa → Europe → US → back to Africa It will go: Africa → India → back to Africa that's the infrastructure play everyone's missing. numbers that matter: 💰 $15 billion for the data centers and cables 💰 $30 million to help governments use AI 💰 $30 million for AI research grants 💰 100 million+ people getting free AI training But here's the kicker: Google is plugging AI directly into India's government. • 20 million government workers getting AI tools • Students getting AI tutors for entrance exams • Real-time translation in 70+ languages • Scam detection built into search This isn't "AI for tech companies." This is AI for clerks, teachers, railway staff, police officers, the people who actually run a country. ✅ 20 million+ people used Google's AI detection tool to spot fake images ✅ India is now #3 globally for AI chatbot usage ✅ AI scam detection helping millions avoid fraud daily ✅ 10+ million government workers already on the AI training platform Google is building the pipes that deliver AI to the entire Southern Hemisphere. Different game. Different strategy. If they're right, the next billion AI users won't connect through Silicon Valley. They'll connect through India. 🇮🇳
1:26

The "big announcement" just dropped. I just watched Sundar Pichai and Demis Hassabis announce biggest AI infrastructure deal in history. $15 billion to build India's first complete AI hub. Let me break down what Google is building: A massive AI data center in Visakhapatnam (a coastal city in India). Think of it like this: • The compute power of thousands of Google data centers • New underwater internet cables connecting 4 continents • Clean energy plants to power everything • Training programs for 100+ million people All in one place, over 5 years. AI doesn't work without fast internet. Google is laying NEW cables under the ocean: → India to Singapore → India to South Africa → India to Australia → Mumbai to Western Australia Right now, most of the world's internet flows through cables landing in the US, Europe, or China. Google is creating an entirely new route, with India at the center. If you're in Africa, Asia, or South America, your AI tools will get FASTER. Why? Shorter distance = faster data. Instead of your request traveling: Africa → Europe → US → back to Africa It will go: Africa → India → back to Africa that's the infrastructure play everyone's missing. numbers that matter: 💰 $15 billion for the data centers and cables 💰 $30 million to help governments use AI 💰 $30 million for AI research grants 💰 100 million+ people getting free AI training But here's the kicker: Google is plugging AI directly into India's government. • 20 million government workers getting AI tools • Students getting AI tutors for entrance exams • Real-time translation in 70+ languages • Scam detection built into search This isn't "AI for tech companies." This is AI for clerks, teachers, railway staff, police officers, the people who actually run a country. ✅ 20 million+ people used Google's AI detection tool to spot fake images ✅ India is now #3 globally for AI chatbot usage ✅ AI scam detection helping millions avoid fraud daily ✅ 10+ million government workers already on the AI training platform Google is building the pipes that deliver AI to the entire Southern Hemisphere. Different game. Different strategy. If they're right, the next billion AI users won't connect through Silicon Valley. They'll connect through India. 🇮🇳

Shruti

399,771 次观看 • 6 个月前

🚨THE KARDASHEV LEAP: WHY CIVILIZATION'S NEXT STAGE REQUIRES LEAVING EARTH Here's a terrifying thought: by 2040, computers will need more electricity than Earth can generate. Not some computers. All of them. The math is simple and brutal - computing demand is growing exponentially while planetary energy has hard limits. We're about to hit a wall that no amount of nuclear plants or solar farms can fix. This is what Elon means by needing a "Kardashev II civilization." The Kardashev Scale measures civilizations by energy use. Type I uses all planetary energy. Type II harnesses its star. We're currently at 0.73 - not even Type I yet - but AI is pushing us toward Type II energy needs with Type I infrastructure. It's like needing a firehose but being stuck with a garden hose. Space changes everything. Solar panels up there get 10 times more energy than Earth's surface - no clouds, no night, just pure stellar power 24/7. One orbital data center could match facilities that would blackout entire countries if built here. Plus, cooling becomes trivial in the vacuum of space, eliminating the massive infrastructure that eats 40% of ground-based data center energy. The real game-changer? The Moon. Its gravity is so weak you could literally shoot materials into space with an electromagnetic cannon. No rockets needed. Building from lunar materials would cost a fraction of Earth launches, making massive space computing actually affordable. This isn't sci-fi anymore. It's a race. China's spending $560 billion on energy infrastructure while advancing their space program. They get it. The first nation to establish orbital computing infrastructure gets unlimited energy for AI while everyone else fights over Earth's scraps. We're not choosing between ground and space data centers. We're choosing between infinite computing or watching progress stop when we hit Earth's power ceiling. That's not aspiration - it's survival.
1:07

🚨THE KARDASHEV LEAP: WHY CIVILIZATION'S NEXT STAGE REQUIRES LEAVING EARTH Here's a terrifying thought: by 2040, computers will need more electricity than Earth can generate. Not some computers. All of them. The math is simple and brutal - computing demand is growing exponentially while planetary energy has hard limits. We're about to hit a wall that no amount of nuclear plants or solar farms can fix. This is what Elon means by needing a "Kardashev II civilization." The Kardashev Scale measures civilizations by energy use. Type I uses all planetary energy. Type II harnesses its star. We're currently at 0.73 - not even Type I yet - but AI is pushing us toward Type II energy needs with Type I infrastructure. It's like needing a firehose but being stuck with a garden hose. Space changes everything. Solar panels up there get 10 times more energy than Earth's surface - no clouds, no night, just pure stellar power 24/7. One orbital data center could match facilities that would blackout entire countries if built here. Plus, cooling becomes trivial in the vacuum of space, eliminating the massive infrastructure that eats 40% of ground-based data center energy. The real game-changer? The Moon. Its gravity is so weak you could literally shoot materials into space with an electromagnetic cannon. No rockets needed. Building from lunar materials would cost a fraction of Earth launches, making massive space computing actually affordable. This isn't sci-fi anymore. It's a race. China's spending $560 billion on energy infrastructure while advancing their space program. They get it. The first nation to establish orbital computing infrastructure gets unlimited energy for AI while everyone else fights over Earth's scraps. We're not choosing between ground and space data centers. We're choosing between infinite computing or watching progress stop when we hit Earth's power ceiling. That's not aspiration - it's survival.

Mario Nawfal

82,258 次观看 • 8 个月前

AI just killed the Green New Deal script. Davos 2026 is showing a MASSIVE shift in real time. Larry Fink is moderating powerhouse panels and the message is simple: For years the WEF pushed renewables + net-zero on the West… while China & India kept building coal and widening the energy divide. Now, with Trump unleashing American energy dominance (drill baby drill + nuclear revival), the Davos conversation (Fink moderating Nadella) spells it out: energy costs will decide who wins the AI race. Cheap, abundant power + major infrastructure aren’t optional — they’re the entire gate. GDP growth ties directly to affordable energy for AI, and countries without it hit bottlenecks fast. That’s why elites are adjusting in real time. America First has the U.S. out front. Green mandates were the plan… until AI exposed the math… and Trump forced the rewrite. Trump’s cheap, reliable power advantage is changing the global playbook. 🇺🇸💥🔥 Catch-up desperation… or straight power play now that the scam is over? #Davos
2:59

AI just killed the Green New Deal script. Davos 2026 is showing a MASSIVE shift in real time. Larry Fink is moderating powerhouse panels and the message is simple: For years the WEF pushed renewables + net-zero on the West… while China & India kept building coal and widening the energy divide. Now, with Trump unleashing American energy dominance (drill baby drill + nuclear revival), the Davos conversation (Fink moderating Nadella) spells it out: energy costs will decide who wins the AI race. Cheap, abundant power + major infrastructure aren’t optional — they’re the entire gate. GDP growth ties directly to affordable energy for AI, and countries without it hit bottlenecks fast. That’s why elites are adjusting in real time. America First has the U.S. out front. Green mandates were the plan… until AI exposed the math… and Trump forced the rewrite. Trump’s cheap, reliable power advantage is changing the global playbook. 🇺🇸💥🔥 Catch-up desperation… or straight power play now that the scam is over? #Davos

Jake

34,120 次观看 • 7 个月前

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.
0:45

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

Black Panther Capital

58,387 次观看 • 7 个月前

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.
2:33

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.

Kevin O'Leary aka Mr. Wonderful

13,143 次观看 • 3 个月前

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce
2:15

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce

Ron Pragides 

231,781 次观看 • 10 个月前

Eric Schmidt just told Congress the number that kills the AI race on Earth: 92 gigawatts of new power, and we can’t deliver it. Former Google CEO laid out math everyone’s ignoring. Average nuclear plant: 1.5 gigawatts. AI demand: 92 gigawatts. That’s 60+ new nuclear facilities needed now, not decades from now. Schmidt: “We need 92 gigawatts more power.” Not happening. Infrastructure doesn’t exist. Approval takes years. Grid physically can’t absorb it. We’re out of electricity. Schmidt investing in Relativity Space isn’t billionaire space hobby. He spotted the bottleneck killing everything and he’s building the only exit that works. Can’t build power plants on Earth fast enough? Move compute off Earth. Schmidt: “You see the problem.” AI doesn’t hit an algorithm wall or chip shortage. It hits power ceiling. The grid can’t deliver 92 gigawatts at the speed AI development demands. Physically impossible to build that capacity terrestrially in relevant timeframes. Not a grid problem. A location problem. Next phase of compute can’t happen on the surface. Period. Heat, power draw, infrastructure limits, all of it forces migration to orbit. Only place with unlimited energy and zero conflicts is space. Schmidt: “We’re running out of electricity.” Direct assessment from someone watching what’s actually being deployed. The gap separating what AI needs and what Earth can provide is unbridgeable at required speeds. Not technical constraints. Physical reality. His aerospace play isn’t exploration. It’s escape route from a grid approaching collapse under computational demand it was never designed to handle. Scaling AI to the levels every major company is planning requires abandoning the planet. Not eventually. Now. Because the alternative is power walls that stop everything regardless of algorithmic genius or hardware breakthroughs. Doesn’t matter how perfect your models are or how many chips you fabricate if you can’t turn them on. And Earth can’t generate power fast enough for what the next five years require. Space isn’t the ambitious choice anymore. It’s the only choice avoiding hard physics limits on how fast you can deploy power generation on a regulated planetary surface. The AI race doesn’t end when someone builds superior intelligence. It ends when they can’t power it while competitors in orbit operate without energy ceilings. And that’s not distant future. That’s the constraint arriving right now that nobody building exclusively on Earth has an answer for.
0:22

Eric Schmidt just told Congress the number that kills the AI race on Earth: 92 gigawatts of new power, and we can’t deliver it. Former Google CEO laid out math everyone’s ignoring. Average nuclear plant: 1.5 gigawatts. AI demand: 92 gigawatts. That’s 60+ new nuclear facilities needed now, not decades from now. Schmidt: “We need 92 gigawatts more power.” Not happening. Infrastructure doesn’t exist. Approval takes years. Grid physically can’t absorb it. We’re out of electricity. Schmidt investing in Relativity Space isn’t billionaire space hobby. He spotted the bottleneck killing everything and he’s building the only exit that works. Can’t build power plants on Earth fast enough? Move compute off Earth. Schmidt: “You see the problem.” AI doesn’t hit an algorithm wall or chip shortage. It hits power ceiling. The grid can’t deliver 92 gigawatts at the speed AI development demands. Physically impossible to build that capacity terrestrially in relevant timeframes. Not a grid problem. A location problem. Next phase of compute can’t happen on the surface. Period. Heat, power draw, infrastructure limits, all of it forces migration to orbit. Only place with unlimited energy and zero conflicts is space. Schmidt: “We’re running out of electricity.” Direct assessment from someone watching what’s actually being deployed. The gap separating what AI needs and what Earth can provide is unbridgeable at required speeds. Not technical constraints. Physical reality. His aerospace play isn’t exploration. It’s escape route from a grid approaching collapse under computational demand it was never designed to handle. Scaling AI to the levels every major company is planning requires abandoning the planet. Not eventually. Now. Because the alternative is power walls that stop everything regardless of algorithmic genius or hardware breakthroughs. Doesn’t matter how perfect your models are or how many chips you fabricate if you can’t turn them on. And Earth can’t generate power fast enough for what the next five years require. Space isn’t the ambitious choice anymore. It’s the only choice avoiding hard physics limits on how fast you can deploy power generation on a regulated planetary surface. The AI race doesn’t end when someone builds superior intelligence. It ends when they can’t power it while competitors in orbit operate without energy ceilings. And that’s not distant future. That’s the constraint arriving right now that nobody building exclusively on Earth has an answer for.

Dustin

160,358 次观看 • 6 个月前

Eric Schmidt, former CEO of Google, offers a sobering view: The biggest technological shift in human history is happening, and almost no one is talking about it. Schmidt opens with a startling industry prediction: "We believe as an industry that in the next one year the vast majority of programmers will be replaced by AI programmers. We also believe that within one year you will have graduate level mathematicians that are at the tippy top of graduate math programs." He explains why this matters so much. Programming and math aren't just two fields among many: "Programming plus math are the basis of sort of our whole digital world." And the AI labs are already using AI to build better AI: "The research groups in OpenAI and anthropic and so forth… around 10 or 20% of the code that they're developing in their research programs is being generated by the computer. That's called recursive self-improvement." Eric Schmidt then lays out the timeline most people haven't grasped: "Within 3 to 5 years we'll have what is called general intelligence AGI which can be defined as a system that is as smart as the smartest mathematician physicist artist writer thinker politician." He gives this belief system a name: "I call this by the way the San Francisco consensus because everyone who believes this is in San Francisco it may be the water." But the truly unsettling part comes next. Once AI starts improving itself, humans become optional to the process: "The computers are now doing self-improvement… they don't have to listen to us anymore. We call that super intelligence or ASI… computers that are smarter than the sum of humans. The San Francisco consensus is this occurs within six years." And here's where Schmidt sounds the alarm. The conversation isn't keeping pace with the technology: "This path is not understood in our society. There's no language for what happens with the arrival of this. This is happening faster than our human that our society, our democracy, our laws will address." His closing thought captures why this matters: "That's why it's underhyped. People do not understand what happens when you have intelligence at this level which is largely free."
2:24

Eric Schmidt, former CEO of Google, offers a sobering view: The biggest technological shift in human history is happening, and almost no one is talking about it. Schmidt opens with a startling industry prediction: "We believe as an industry that in the next one year the vast majority of programmers will be replaced by AI programmers. We also believe that within one year you will have graduate level mathematicians that are at the tippy top of graduate math programs." He explains why this matters so much. Programming and math aren't just two fields among many: "Programming plus math are the basis of sort of our whole digital world." And the AI labs are already using AI to build better AI: "The research groups in OpenAI and anthropic and so forth… around 10 or 20% of the code that they're developing in their research programs is being generated by the computer. That's called recursive self-improvement." Eric Schmidt then lays out the timeline most people haven't grasped: "Within 3 to 5 years we'll have what is called general intelligence AGI which can be defined as a system that is as smart as the smartest mathematician physicist artist writer thinker politician." He gives this belief system a name: "I call this by the way the San Francisco consensus because everyone who believes this is in San Francisco it may be the water." But the truly unsettling part comes next. Once AI starts improving itself, humans become optional to the process: "The computers are now doing self-improvement… they don't have to listen to us anymore. We call that super intelligence or ASI… computers that are smarter than the sum of humans. The San Francisco consensus is this occurs within six years." And here's where Schmidt sounds the alarm. The conversation isn't keeping pace with the technology: "This path is not understood in our society. There's no language for what happens with the arrival of this. This is happening faster than our human that our society, our democracy, our laws will address." His closing thought captures why this matters: "That's why it's underhyped. People do not understand what happens when you have intelligence at this level which is largely free."

Big Brain AI

634,297 次观看 • 4 个月前

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026
1:04

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

ELON CLIPS

21,962 次观看 • 5 个月前