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Mining will create more millionaires than AI over the next decade. Yet everyone is chasing chips and software. Here's why the real money is in what powers all of it: The world is obsessed with AI. Every portfolio, every headline, every allocation decision points in the same direction. But...

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Terry Lynch

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35,704 次观看 • 1 个月前 •via X (Twitter)

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More millionaires will be made in mining and commodities over the next 5 years than in AI. I know that sounds wild. Hear me out. AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV. The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years. Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run. AI gets the headlines. The shovels get the returns. Full conversation:
0:38

More millionaires will be made in mining and commodities over the next 5 years than in AI. I know that sounds wild. Hear me out. AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV. The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years. Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run. AI gets the headlines. The shovels get the returns. Full conversation:

Terry Lynch

229,145 次观看 • 1 个月前

This is more than hype - this is utility, delivered. We’re entering the AI Era - and Spectre AI is building the on-chain infrastructure to guide it. $SPECT powers a growing suite of real-time tools built for traders, builders, and analysts navigating crypto’s next chapter. What is Spectre AI? Watch the video to find out! This is the next wave of $SPECT. With the AI Research Platform now live, the powerful AI Screener is on the horizon - unlocking the next level of real-time insight, discovery, and on-chain clarity. #ai
1:59

This is more than hype - this is utility, delivered. We’re entering the AI Era - and Spectre AI is building the on-chain infrastructure to guide it. $SPECT powers a growing suite of real-time tools built for traders, builders, and analysts navigating crypto’s next chapter. What is Spectre AI? Watch the video to find out! This is the next wave of $SPECT. With the AI Research Platform now live, the powerful AI Screener is on the horizon - unlocking the next level of real-time insight, discovery, and on-chain clarity. #ai

SPECTRE AI

227,791 次观看 • 1 年前

Robert Friedland on the masive copper shortage to meet future grid, clean energy and AI demand: “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth — with no [further] electrification — we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined. In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. [This is without any new] electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”
4:00

Robert Friedland on the masive copper shortage to meet future grid, clean energy and AI demand: “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth — with no [further] electrification — we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined. In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. [This is without any new] electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”

Trung Phan

1,027,209 次观看 • 5 个月前

“The idea is that this is the eyes and ears for AI” In 2027 we’ll wake up to a world where everyone is wearing AI cameras on their face. Privacy will be extinct. And the biggest opportunity of the next decade will be giving it back.
0:22

“The idea is that this is the eyes and ears for AI” In 2027 we’ll wake up to a world where everyone is wearing AI cameras on their face. Privacy will be extinct. And the biggest opportunity of the next decade will be giving it back.

Will McEvoy

16,547 次观看 • 3 个月前

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!
1:00

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!

Milk Road AI

14,578 次观看 • 22 天前

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.
1:51

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Kevin O'Leary aka Mr. Wonderful

35,450 次观看 • 2 个月前

NRED is not just a mining story. It is a power-demand and strategic-metals story. The U.S. is heading into record electricity demand as AI, data centers, electrification, and grid expansion accelerate. At the same time, copper supply is becoming more fragile. Reuters, citing S&P Global, has reported copper demand could rise from 28 million metric tons in 2025 to 42 million by 2040, with a potential 10 million metric ton annual supply gap if new supply does not come online. That is where NovaRed Mining ( $NRED ) enters the discussion. The company’s copper-gold exposure in British Columbia’s Quesnel Terrane becomes more relevant in a world where power infrastructure, defense resilience, and AI growth all need more copper. Not financial advice. Stocks can lose value.
0:29

NRED is not just a mining story. It is a power-demand and strategic-metals story. The U.S. is heading into record electricity demand as AI, data centers, electrification, and grid expansion accelerate. At the same time, copper supply is becoming more fragile. Reuters, citing S&P Global, has reported copper demand could rise from 28 million metric tons in 2025 to 42 million by 2040, with a potential 10 million metric ton annual supply gap if new supply does not come online. That is where NovaRed Mining ( $NRED ) enters the discussion. The company’s copper-gold exposure in British Columbia’s Quesnel Terrane becomes more relevant in a world where power infrastructure, defense resilience, and AI growth all need more copper. Not financial advice. Stocks can lose value.

Victor Renard

28,393,094 次观看 • 3 个月前

On December 15, 2023, LME copper settled at $8,471 per tonne ($3.85 per pound). Today, May 25, 2026, the LME price is $13,660 per tonne, with U.S. copper trading (at a premium) at around $6.46 per pound. That’s a rise of over 60% in just two and a half years. The $15,000 per tonne threshold, needed to incentivise meaningful new supply, which I highlighted back in 2023, is now less than 10% away. Yet global copper supply is weaker today and costs are higher. Meanwhile, the demand for copper from the world’s two largest economies is unprecedented. In the US, potential Section 232 tariffs have put imported copper in the crosshairs, while in Asia we’re entering peak Chinese demand season. There are no semiconductors, no data centers, no electrification without copper… which is why the price of the world’s essential electrical conductor now trades in tandem with Nvidia and the AI boom. Add to the mix EVs, robotics, and defense demand, and copper’s future price direction is clear. In another two and a half years, $20,000 per tonne or $9+ per pound is realistic. Watch the LME warehouses closely and see where the metal actually moves… the world is finally waking up to the true value of copper.
0:28

On December 15, 2023, LME copper settled at $8,471 per tonne ($3.85 per pound). Today, May 25, 2026, the LME price is $13,660 per tonne, with U.S. copper trading (at a premium) at around $6.46 per pound. That’s a rise of over 60% in just two and a half years. The $15,000 per tonne threshold, needed to incentivise meaningful new supply, which I highlighted back in 2023, is now less than 10% away. Yet global copper supply is weaker today and costs are higher. Meanwhile, the demand for copper from the world’s two largest economies is unprecedented. In the US, potential Section 232 tariffs have put imported copper in the crosshairs, while in Asia we’re entering peak Chinese demand season. There are no semiconductors, no data centers, no electrification without copper… which is why the price of the world’s essential electrical conductor now trades in tandem with Nvidia and the AI boom. Add to the mix EVs, robotics, and defense demand, and copper’s future price direction is clear. In another two and a half years, $20,000 per tonne or $9+ per pound is realistic. Watch the LME warehouses closely and see where the metal actually moves… the world is finally waking up to the true value of copper.

Robert Friedland

55,934 次观看 • 1 个月前

Nvidia just spent $4 billion on a technology 99% of people have never heard of. But in 3 years, every AI data center on Earth will need it. And Nvidia just LOCKED UP the supply. Here's what happened: Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies. They make photonics technology. Systems that transmit data using LIGHT instead of electricity. Sounds like sci-fi. But this is the most important infrastructure bet in AI right now. Here's the problem Nvidia just solved for itself: AI data centers are hitting a wall that has nothing to do with chips, energy, or money... Copper wiring is dying. Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up. Signal degrades. Heat explodes. Power consumption skyrockets. Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B. An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss." Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else." That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip. The numbers are insane: - 3.5x more power efficient - 10x better network reliability - Data moving at 102 terabits per second Wells Fargo estimates the photonics market will hit $10-12 billion by 2030. And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need. This is the Nvidia playbook on repeat. They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer. They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled. Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia. By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain. Every data center, AI factory, and GPU cluster will need this technology to function at scale. Nvidia will become even more important.
1:36

Nvidia just spent $4 billion on a technology 99% of people have never heard of. But in 3 years, every AI data center on Earth will need it. And Nvidia just LOCKED UP the supply. Here's what happened: Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies. They make photonics technology. Systems that transmit data using LIGHT instead of electricity. Sounds like sci-fi. But this is the most important infrastructure bet in AI right now. Here's the problem Nvidia just solved for itself: AI data centers are hitting a wall that has nothing to do with chips, energy, or money... Copper wiring is dying. Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up. Signal degrades. Heat explodes. Power consumption skyrockets. Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B. An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss." Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else." That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip. The numbers are insane: - 3.5x more power efficient - 10x better network reliability - Data moving at 102 terabits per second Wells Fargo estimates the photonics market will hit $10-12 billion by 2030. And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need. This is the Nvidia playbook on repeat. They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer. They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled. Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia. By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain. Every data center, AI factory, and GPU cluster will need this technology to function at scale. Nvidia will become even more important.

Ricardo

640,331 次观看 • 4 个月前

The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever.
0:51

The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever.

Milk Road AI

41,417 次观看 • 3 个月前

AI isn’t a bubble — it’s a supercycle. Altimeter CEO Brad Gerstner joined Sara Eisen on CNBC’s Money Movers to unpack the OpenAI headlines, the AI infrastructure buildout, and what’s next for the market. Key takeaways from Brad: “We’re in a global AI race with China. This is like the Manhattan Project — a national and economic security imperative.” “We’ve lived through three supercycles — internet, social, mobile and cloud — and each ended up far bigger than we thought. AI will be no different.” “The market is on edge — it’s saying show us the money. But the trajectory is on pace for $100B+ in revenue by 2028.” AI is real. The opportunity is generational. We’re investing for the long term. 🎥 Watch the full Money Movers interview with Sara Eisen:
11:35

AI isn’t a bubble — it’s a supercycle. Altimeter CEO Brad Gerstner joined Sara Eisen on CNBC’s Money Movers to unpack the OpenAI headlines, the AI infrastructure buildout, and what’s next for the market. Key takeaways from Brad: “We’re in a global AI race with China. This is like the Manhattan Project — a national and economic security imperative.” “We’ve lived through three supercycles — internet, social, mobile and cloud — and each ended up far bigger than we thought. AI will be no different.” “The market is on edge — it’s saying show us the money. But the trajectory is on pace for $100B+ in revenue by 2028.” AI is real. The opportunity is generational. We’re investing for the long term. 🎥 Watch the full Money Movers interview with Sara Eisen:

Altimeter Capital

89,839 次观看 • 8 个月前

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.
0:23

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.

Milk Road AI

419,062 次观看 • 2 个月前

Micron is going to be a $4,000 stock and the CEO just told you exactly why in one interview (Save this). Micron is no longer a chip company but rather a America's monopoly on the most strategically critical material in the AI buildout. It's the only western company manufacturing memory at advanced nodes, sitting on $200 billion in committed domestic capex, with every unit of its highest value product already sold. let's start with the supply reality, Mehrotra said Micron can currently meet only 50% to two thirds of the demand from its key customers. That shortage will last well beyond 2027, and meaningful new supply from anyone in the industry does not arrive until 2028 at the earliest. Two more years of demand outpacing supply in a market growing 168% year over year and that is the floor on the bull case. Now layer on what makes this cycle structurally different from every one before it. Micron is the only American memory manufacturer on earth, Samsung and SK Hynix are South Korean. In a world where AI infrastructure has become a declared national security priority where Commerce Secretary Lutnick and Trade Ambassador Greer personally showed up to a fab dedication in Manassas, Virginia being the only US memory company is not just a competitive advantage. It is a government backed structural monopoly on the most critical input to the US AI buildout, backed by $6.2 billion in CHIPS Act subsidies across Idaho, New York, and Virginia. The $200 billion buildout spans Manassas for DDR4 defense and industrial memory, Boise for leading-edge DRAM with first wafers out mid 2027, a second Boise HBM fab with first wafers by end of 2028, and the Syracuse megafab, the largest semiconductor facility in US history, breaking ground January 2026 with up to four fabs over time. Combined, these sites take Micron's domestic production from 10% of its total output today to 40% over the next decade, and create 90,000 jobs in the process. The business model transformation is the real story. Come join Milk Road Pro for our full breakdown, our complete Micron valuation model incorporating the $200 billion domestic buildout and our entire AI thesis. Link below.
10:05

Micron is going to be a $4,000 stock and the CEO just told you exactly why in one interview (Save this). Micron is no longer a chip company but rather a America's monopoly on the most strategically critical material in the AI buildout. It's the only western company manufacturing memory at advanced nodes, sitting on $200 billion in committed domestic capex, with every unit of its highest value product already sold. let's start with the supply reality, Mehrotra said Micron can currently meet only 50% to two thirds of the demand from its key customers. That shortage will last well beyond 2027, and meaningful new supply from anyone in the industry does not arrive until 2028 at the earliest. Two more years of demand outpacing supply in a market growing 168% year over year and that is the floor on the bull case. Now layer on what makes this cycle structurally different from every one before it. Micron is the only American memory manufacturer on earth, Samsung and SK Hynix are South Korean. In a world where AI infrastructure has become a declared national security priority where Commerce Secretary Lutnick and Trade Ambassador Greer personally showed up to a fab dedication in Manassas, Virginia being the only US memory company is not just a competitive advantage. It is a government backed structural monopoly on the most critical input to the US AI buildout, backed by $6.2 billion in CHIPS Act subsidies across Idaho, New York, and Virginia. The $200 billion buildout spans Manassas for DDR4 defense and industrial memory, Boise for leading-edge DRAM with first wafers out mid 2027, a second Boise HBM fab with first wafers by end of 2028, and the Syracuse megafab, the largest semiconductor facility in US history, breaking ground January 2026 with up to four fabs over time. Combined, these sites take Micron's domestic production from 10% of its total output today to 40% over the next decade, and create 90,000 jobs in the process. The business model transformation is the real story. Come join Milk Road Pro for our full breakdown, our complete Micron valuation model incorporating the $200 billion domestic buildout and our entire AI thesis. Link below.

Milk Road AI

231,528 次观看 • 1 个月前

This Google insider just revealed what AI is actually being used for behind closed doors. It has nothing to do with chatbots. Mo Gawdat was a senior executive at Google for over a decade. He watched AI get built from the inside. He was in the rooms, in the labs, in the government meetings in China that almost no Western executive was allowed into. And he just went on Diary of a CEO and said things that no active tech executive would ever be allowed to say publicly: "What the general public sees about AI is overhyped but ineffective. What the real geeks see inside the lab is genuinely world-changing." The public gets chatbots and AI-generated videos while the labs are building autonomous weapons systems, military targeting technology, real-time surveillance infrastructure, and self-improving code that rewrites itself every microsecond without human oversight. As Mo put it: "As we speak, we are living in two major wars where AI is doing most of the killing." He talked about Palantir's CEO Alex Karp openly celebrating how his targeting technology identifies and eliminates people. He talked about the next generation of autonomous weapons costing $20,000 each, meaning any government with a $50 billion defense budget can literally rain drones on every corner of the planet. And as you remember, Anthropic was offered a $500 million military contract to allow their AI to be used for human targeting and surveillance. They refused and walked away from the money. OpenAI took the contract the following week. Mo's response: "You have to start observing who is actually behaving in a way that makes AI work for humanity, and who is behaving in a way that makes AI work for their share price." Now this is where it gets really interesting... In Mo's documentary Chasing Utopia, Altman literally says directly on camera: "I suspect that AI is likely going to end humanity, but we're going to create a lot of interesting companies in the process." That is the CEO of the most powerful AI company on Earth saying that he suspects his OWN technology will end the human race and then shrugging it off because the business opportunity is too good to pass up. Mo's prediction for the next decade: War, economic collapse, mass unemployment, surveillance expansion, and an absolute concentration of power at the top unlike anything in modern history. His prediction after that is if humanity survives the next 10 years, AI will eventually create a world of abundance where intelligence solves every problem we currently face. But the path between here and there is what terrifies him. And the men building the technology know exactly what they're doing. Do you think he's just exaggerating for attention, or is there truth in this?
2:22

This Google insider just revealed what AI is actually being used for behind closed doors. It has nothing to do with chatbots. Mo Gawdat was a senior executive at Google for over a decade. He watched AI get built from the inside. He was in the rooms, in the labs, in the government meetings in China that almost no Western executive was allowed into. And he just went on Diary of a CEO and said things that no active tech executive would ever be allowed to say publicly: "What the general public sees about AI is overhyped but ineffective. What the real geeks see inside the lab is genuinely world-changing." The public gets chatbots and AI-generated videos while the labs are building autonomous weapons systems, military targeting technology, real-time surveillance infrastructure, and self-improving code that rewrites itself every microsecond without human oversight. As Mo put it: "As we speak, we are living in two major wars where AI is doing most of the killing." He talked about Palantir's CEO Alex Karp openly celebrating how his targeting technology identifies and eliminates people. He talked about the next generation of autonomous weapons costing $20,000 each, meaning any government with a $50 billion defense budget can literally rain drones on every corner of the planet. And as you remember, Anthropic was offered a $500 million military contract to allow their AI to be used for human targeting and surveillance. They refused and walked away from the money. OpenAI took the contract the following week. Mo's response: "You have to start observing who is actually behaving in a way that makes AI work for humanity, and who is behaving in a way that makes AI work for their share price." Now this is where it gets really interesting... In Mo's documentary Chasing Utopia, Altman literally says directly on camera: "I suspect that AI is likely going to end humanity, but we're going to create a lot of interesting companies in the process." That is the CEO of the most powerful AI company on Earth saying that he suspects his OWN technology will end the human race and then shrugging it off because the business opportunity is too good to pass up. Mo's prediction for the next decade: War, economic collapse, mass unemployment, surveillance expansion, and an absolute concentration of power at the top unlike anything in modern history. His prediction after that is if humanity survives the next 10 years, AI will eventually create a world of abundance where intelligence solves every problem we currently face. But the path between here and there is what terrifies him. And the men building the technology know exactly what they're doing. Do you think he's just exaggerating for attention, or is there truth in this?

Ricardo

196,843 次观看 • 1 个月前

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
2:24

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 次观看 • 1 个月前

AI will determine the future of WORK, BUSINESS, and LIFE. And there are huge questions: Will AI unleash our creativity and help us to flourish? Or will we lose even more power, agency, and ownership? It all depends on the design of the tech infrastructure. As Chris Dixon often says, “Architecture is destiny.” And how AI systems are designed will be key to the future we all live in. The team at gensyn is building a protocol that connects every device in the world into an open network for machine intelligence, with no gatekeepers or artificial boundaries. They are shaping a future of AI that is good for all of us. At a recent Innoveum event, I chatted to cofounder and CEO of gensyn about what they’re building, how it transforms AI, and why we should all be relieved, excited, and get involved. The full conversation is below in Episode One of Innoveum | The Podcast. 👇
1:14:00

AI will determine the future of WORK, BUSINESS, and LIFE. And there are huge questions: Will AI unleash our creativity and help us to flourish? Or will we lose even more power, agency, and ownership? It all depends on the design of the tech infrastructure. As Chris Dixon often says, “Architecture is destiny.” And how AI systems are designed will be key to the future we all live in. The team at gensyn is building a protocol that connects every device in the world into an open network for machine intelligence, with no gatekeepers or artificial boundaries. They are shaping a future of AI that is good for all of us. At a recent Innoveum event, I chatted to cofounder and CEO of gensyn about what they’re building, how it transforms AI, and why we should all be relieved, excited, and get involved. The full conversation is below in Episode One of Innoveum | The Podcast. 👇

Misha

27,481 次观看 • 1 年前

Is your AI infrastructure ready for the agentic era? At Cisco Live, I connected with Gordon Macintosh and Dale Tucker from Equinix, Inc. to explore how the Secure AI Factory ecosystem is building the physical and interconnection foundations that make agentic AI at scale possible. Three thing leaders are still overlooking: → Distributed infrastructure. Production AI = multiple agents, tools, data sources, and policies → Data gravity is real. Sovereignty, regulation, and sensitivity shape where AI can run. → Last mile connectivity is where strategies stall. Secure, predictable, low-latency connections aren't optional at production scale. The Cisco + NVIDIA + Equinix, Inc. reference architecture is one of the most concrete answers I've seen with Equinix as the neutral landing zone across 280+ data centers worldwide. As Dale put it: "Last mile connectivity is where AI strategy can either accelerate or stall." The companies that win the next phase of AI will be the ones who got the infrastructure and the ecosystem right. Watch our full conversation here: #CiscoLive #SecureAIFactory #EquinixPartner #CiscoPartner
1:06

Is your AI infrastructure ready for the agentic era? At Cisco Live, I connected with Gordon Macintosh and Dale Tucker from Equinix, Inc. to explore how the Secure AI Factory ecosystem is building the physical and interconnection foundations that make agentic AI at scale possible. Three thing leaders are still overlooking: → Distributed infrastructure. Production AI = multiple agents, tools, data sources, and policies → Data gravity is real. Sovereignty, regulation, and sensitivity shape where AI can run. → Last mile connectivity is where strategies stall. Secure, predictable, low-latency connections aren't optional at production scale. The Cisco + NVIDIA + Equinix, Inc. reference architecture is one of the most concrete answers I've seen with Equinix as the neutral landing zone across 280+ data centers worldwide. As Dale put it: "Last mile connectivity is where AI strategy can either accelerate or stall." The companies that win the next phase of AI will be the ones who got the infrastructure and the ecosystem right. Watch our full conversation here: #CiscoLive #SecureAIFactory #EquinixPartner #CiscoPartner

Helen Yu

11,549 次观看 • 1 个月前

Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this). Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational Awareness Fund around that thesis just filed a 13G disclosing a 5.6% stake in Nebius, representing 12.41 million Class A shares. This is the man whose entire investment framework is built on one core conviction, AI will advance faster than anyone expects, and the binding constraint will not be algorithms or model architectures, it will be physical computing infrastructure, data center capacity, and energy. Now look at what Nebius actually is and why this conviction is justified by the numbers alone. Nebius is a GPU native AI cloud platform, a neocloud built from the ground up specifically for AI training and inference workloads, founded by Arkady Volozh, the former CEO of Yandex who divested all non-Russian assets and left Russia in direct opposition to Putin before relisting the company on Nasdaq. In Q1 2026, Nebius reported $399 million in revenue, a 684% increase year over year from just $50.9 million while also delivering EBITDA and adjusted EPS that beat consensus estimates by 43% and 50% respectively, in a quarter where analysts had already built in aggressive assumptions. The scale of the infrastructure buildout is what makes the valuation argument so compelling. Nebius has raised its contracted power capacity guidance to over 4 gigawatts for 2026, with a target of 5 gigawatts of AI computing capacity deployed by 2030, including multiple gigawatt-scale AI factories across the United States and Europe. The Finland campus coming soon to Lappeenranta will be 310 megawatts powered by low-carbon energy, making it one of the largest AI data centers in Europe, specifically located in a cold-climate, energy-stable region that dramatically reduces cooling costs and carbon intensity. The 2026 capacity is already effectively sold out according to management disclosures, which means every megawatt Nebius brings online has a revenue contract attached to it before the facility opens. The strategic backing validates the thesis at every level. NVIDIA committed a $2 billion strategic investment in Nebius by 2030, with the two companies co-developing an inference stack, implementing NVIDIA's GPU health monitoring systems, and deploying next-generation architectures including Rubin GPUs, Vera CPUs, and Bluefield storage systems meaning Nebius gets preferential access to the hardware that every other AI company is begging Jensen Huang for. Meta signed a $27 billion agreement with Nebius, with $12 billion in dedicated computing resources confirmed and up to $15 billion in additional capacity over the coming years. And Nebius just partnered with Bloom Energy on a $2.6 billion deal guaranteeing 328 megawatts of installed capacity through modular fuel cell systems behind the meter power that eliminates grid dependency and accelerates deployment timelines. The forward valuation math is where the undervaluation case becomes undeniable. Nebius is pricing in $3.5 billion in revenue for 2026 and $11 billion for 2027, which puts the forward price-to-sales ratio at 16.6 times for this year and just 5.3 times for next year for a company growing revenue at 684% year over year with sold out capacity, NVIDIA backing, a $27 billion Meta contract, and a path to 4+ gigawatts of contracted power. Milk Road has been positioned in Nebius and we believe the convergence of Leopold's conviction stake, NVIDIA's $2 billion endorsement, Meta's $27 billion commitment, and a physical infrastructure buildout that is sold out before it opens represents one of the highest-quality risk-reward setups in AI infrastructure today. Come join Milk Road Pro and get our full Nebius thesis including the exact framework we use to think about neocloud valuation, the power capacity math that determines when revenue accelerates, and every catalyst we are watching through 2027. Link in bio/below.
0:20

Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this). Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational Awareness Fund around that thesis just filed a 13G disclosing a 5.6% stake in Nebius, representing 12.41 million Class A shares. This is the man whose entire investment framework is built on one core conviction, AI will advance faster than anyone expects, and the binding constraint will not be algorithms or model architectures, it will be physical computing infrastructure, data center capacity, and energy. Now look at what Nebius actually is and why this conviction is justified by the numbers alone. Nebius is a GPU native AI cloud platform, a neocloud built from the ground up specifically for AI training and inference workloads, founded by Arkady Volozh, the former CEO of Yandex who divested all non-Russian assets and left Russia in direct opposition to Putin before relisting the company on Nasdaq. In Q1 2026, Nebius reported $399 million in revenue, a 684% increase year over year from just $50.9 million while also delivering EBITDA and adjusted EPS that beat consensus estimates by 43% and 50% respectively, in a quarter where analysts had already built in aggressive assumptions. The scale of the infrastructure buildout is what makes the valuation argument so compelling. Nebius has raised its contracted power capacity guidance to over 4 gigawatts for 2026, with a target of 5 gigawatts of AI computing capacity deployed by 2030, including multiple gigawatt-scale AI factories across the United States and Europe. The Finland campus coming soon to Lappeenranta will be 310 megawatts powered by low-carbon energy, making it one of the largest AI data centers in Europe, specifically located in a cold-climate, energy-stable region that dramatically reduces cooling costs and carbon intensity. The 2026 capacity is already effectively sold out according to management disclosures, which means every megawatt Nebius brings online has a revenue contract attached to it before the facility opens. The strategic backing validates the thesis at every level. NVIDIA committed a $2 billion strategic investment in Nebius by 2030, with the two companies co-developing an inference stack, implementing NVIDIA's GPU health monitoring systems, and deploying next-generation architectures including Rubin GPUs, Vera CPUs, and Bluefield storage systems meaning Nebius gets preferential access to the hardware that every other AI company is begging Jensen Huang for. Meta signed a $27 billion agreement with Nebius, with $12 billion in dedicated computing resources confirmed and up to $15 billion in additional capacity over the coming years. And Nebius just partnered with Bloom Energy on a $2.6 billion deal guaranteeing 328 megawatts of installed capacity through modular fuel cell systems behind the meter power that eliminates grid dependency and accelerates deployment timelines. The forward valuation math is where the undervaluation case becomes undeniable. Nebius is pricing in $3.5 billion in revenue for 2026 and $11 billion for 2027, which puts the forward price-to-sales ratio at 16.6 times for this year and just 5.3 times for next year for a company growing revenue at 684% year over year with sold out capacity, NVIDIA backing, a $27 billion Meta contract, and a path to 4+ gigawatts of contracted power. Milk Road has been positioned in Nebius and we believe the convergence of Leopold's conviction stake, NVIDIA's $2 billion endorsement, Meta's $27 billion commitment, and a physical infrastructure buildout that is sold out before it opens represents one of the highest-quality risk-reward setups in AI infrastructure today. Come join Milk Road Pro and get our full Nebius thesis including the exact framework we use to think about neocloud valuation, the power capacity math that determines when revenue accelerates, and every catalyst we are watching through 2027. Link in bio/below.

Milk Road AI

61,932 次观看 • 1 个月前

Critical Minerals Exposure—Without Operating the Mine Evolve Royalties is building a next-generation royalty business focused on the metals powering electrification and digital infrastructure. Here’s what stands out: • Exposure to copper, base metals & critical minerals • Royalty model designed for lower operational risk • Participation in long-term mine revenues • Positioned for demand tied to AI, electrification & energy infrastructure The strategy is simple: finance the projects shaping the future—without the cost burden of operating them. Less volatility. Long-term commodity exposure. Built for the next industrial cycle. Learn more:
0:51

Critical Minerals Exposure—Without Operating the Mine Evolve Royalties is building a next-generation royalty business focused on the metals powering electrification and digital infrastructure. Here’s what stands out: • Exposure to copper, base metals & critical minerals • Royalty model designed for lower operational risk • Participation in long-term mine revenues • Positioned for demand tied to AI, electrification & energy infrastructure The strategy is simple: finance the projects shaping the future—without the cost burden of operating them. Less volatility. Long-term commodity exposure. Built for the next industrial cycle. Learn more:

BTV & CEO Clips

85,850 次观看 • 1 个月前

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce. It is not because of their storefront. It is not because of their payments. It is not even because of product selection. It is because consumers trust their deliveries. That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant. The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms. That is the physical intelligence layer for commerce. And that is what Stord Labs is built to advance. Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale. Bloomberg TV
5:51

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce. It is not because of their storefront. It is not because of their payments. It is not even because of product selection. It is because consumers trust their deliveries. That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant. The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms. That is the physical intelligence layer for commerce. And that is what Stord Labs is built to advance. Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale. Bloomberg TV

Sean Henry

1,275,331 次观看 • 1 个月前