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NEW: AWS reportedly pausing some data center leasing (Wells Fargo & TD Cowen) First Microsoft, now Amazon? "Untouchable" AI trade might not be so safe. Eyes on Google earnings this thurs

Deirdre Bosa

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Residents are outraged that their water will be given to a new Amazon 290 acre data center in Tucson Arizona You’re not going to believe this, sitting on their city council is the woman who worked on META’s data center team for the last 6 years. Now she’ll approve giving away residents water to this new data center They always put their people right where they need them to approve their projects

Residents are outraged that their water will be given to a new Amazon 290 acre data center in Tucson Arizona You’re not going to believe this, sitting on their city council is the woman who worked on META’s data center team for the last 6 years. Now she’ll approve giving away residents water to this new data center They always put their people right where they need them to approve their projects

Wall Street Apes

1,059,075 Aufrufe • vor 1 Jahr

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

This is very alarming Housing developers are realizing that selling parcels to data center developers is far more profitable than building homes “AI data centers aren't just using electricity and water. They're using land previously planned for homes” - 55 homes were purchased for nearly $1 million per house and knocked down to build data centers outside of Chicago - Amazon paid $700 million for land so they could build a data center instead of homes - Meta, Amazon, Microsoft, and Alphabet are spending more money on data centers than the US spent on railroads in the the interstate highway system in the 1950s, and more than the US spent on the Apollo space program States are choosing data centers over homes. There are real examples of this Northern Virginia is the center of this phenomenon known as Data Center Alley, even though the region has a shortage of more than 75,000 homes I found real devastating examples of this happening: Prince William County / Bristow, Virginia (Northern Virginia “Data Center Alley”) The homebuilder Steve Alloy’s company was preparing to develop 516 new homes when surrounding land was rapidly bought up by Microsoft, Google, and other data center operators instead. Nearby, the Village Place housing project entitled for 250 additional units had its land sold to a data center developer for $31 million Stanley Martin Homes Land Flip to Amazon, Prince William County, Virginia Residential homebuilder Stanley Martin Homes assembled 270 acres for about $51 million. They flipped most of it to Amazon for $700 million In Suburban Chicago Illinois. Stream Data Centers bought a 55 home subdivision for nearly $1 million per home, demolished the houses, and built a 2.1 million sq ft data center campus This must be stopped. We have starter home affordable crisis already

Wall Street Apes

62,494 Aufrufe • vor 4 Monaten

Google's Ai Gemini was recently licensed by Apple to power Ai on their devices. Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others. Google Gemini does not use Nvidia chips. Google designed their own Ai chips. Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model. This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips. Follow: Wall Street Mav

Google's Ai Gemini was recently licensed by Apple to power Ai on their devices. Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others. Google Gemini does not use Nvidia chips. Google designed their own Ai chips. Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model. This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips. Follow: Wall Street Mav

Wall Street Mav

69,786 Aufrufe • vor 6 Monaten

Almost 20 years later, AWS is still the most popular cloud in the world. The reason is simple: it just works! They have four services focused on Generative AI: 1. Amazon Q 2. Amazon Bedrock 3. SageMaker JumpStart 4. PartyRock I've been using AWS for around 15 years (honestly, I don't remember well), and their Developer Center is a gold mine. If you open their Developer Center, you'll find a new learning path, "Generative AI for Developers." I'm linking to it below. This is not just a course. This is a collection of courses, examples, videos, tutorials, and code walkthroughs. They will teach you how to use Generative AI on AWS using the four services above. ↑ That right there is a huge selling point: These classes aren't just theoretical. You'll have a chance to learn using the same professional tools everyone else uses. By the way, there are many more resources in the Developer Center: • Machine Learning • Data Operations • DevOps All of these are free. Click, click, and start learning right away. One more thing before I forget: If you are building anything with AWS, check out Amazon Q, their coding assistant. This is the *best* coding assistant for AWS-related work, and it's not even close. It's a Visual Studio Code extension. Install it, and it works like any other code assistant, except this one knows a lot about AWS. Thanks to AWS for sponsoring a post about their free courses and learning resources. There's a special place in Developer Heaven for you.

Almost 20 years later, AWS is still the most popular cloud in the world. The reason is simple: it just works! They have four services focused on Generative AI: 1. Amazon Q 2. Amazon Bedrock 3. SageMaker JumpStart 4. PartyRock I've been using AWS for around 15 years (honestly, I don't remember well), and their Developer Center is a gold mine. If you open their Developer Center, you'll find a new learning path, "Generative AI for Developers." I'm linking to it below. This is not just a course. This is a collection of courses, examples, videos, tutorials, and code walkthroughs. They will teach you how to use Generative AI on AWS using the four services above. ↑ That right there is a huge selling point: These classes aren't just theoretical. You'll have a chance to learn using the same professional tools everyone else uses. By the way, there are many more resources in the Developer Center: • Machine Learning • Data Operations • DevOps All of these are free. Click, click, and start learning right away. One more thing before I forget: If you are building anything with AWS, check out Amazon Q, their coding assistant. This is the best coding assistant for AWS-related work, and it's not even close. It's a Visual Studio Code extension. Install it, and it works like any other code assistant, except this one knows a lot about AWS. Thanks to AWS for sponsoring a post about their free courses and learning resources. There's a special place in Developer Heaven for you.

Santiago

22,104 Aufrufe • vor 1 Jahr

This summer I was invited to Ibiza. But not to party. I was there for some serious Claude Code action. In 5 days I rebuilt Arlin's business to be AI-first: - Data centralization - AIOS setup - Full custom software build - & much more We got it all on camera. 🔗 below

This summer I was invited to Ibiza. But not to party. I was there for some serious Claude Code action. In 5 days I rebuilt Arlin's business to be AI-first: - Data centralization - AIOS setup - Full custom software build - & much more We got it all on camera. 🔗 below

Liam Ottley

12,057 Aufrufe • vor 1 Monat

SITUATION EXPLAINED: Amazon asked Meta to keep Muse off its site. Meta said no. • So Amazon blocked it. Muse users trying to shop now hit a popup saying unauthorized AI agents violate Amazon's Conditions of Use • Amazon says Meta never told them, the agent doesn't identify itself, and it appears to store customer credentials • Meta says Muse can't see passwords or payment methods, and credentials go into secure storage • Amazon has spent the past year blocking outside agents, suing Perplexity and blocking Google and OpenAI's shopping agents Theo Jaffee: "This is an early sign of agent wars. There are going to be different agent providers, and some of them will be allowed on some sites, and some of them will be banned on some sites."

SITUATION EXPLAINED: Amazon asked Meta to keep Muse off its site. Meta said no. • So Amazon blocked it. Muse users trying to shop now hit a popup saying unauthorized AI agents violate Amazon's Conditions of Use • Amazon says Meta never told them, the agent doesn't identify itself, and it appears to store customer credentials • Meta says Muse can't see passwords or payment methods, and credentials go into secure storage • Amazon has spent the past year blocking outside agents, suing Perplexity and blocking Google and OpenAI's shopping agents Theo Jaffee: "This is an early sign of agent wars. There are going to be different agent providers, and some of them will be allowed on some sites, and some of them will be banned on some sites."

MTS

51,959 Aufrufe • vor 12 Tagen

We can’t even pretend we have a Congress that represents The People “Amazon, Google, META and Microsoft dropped $61.5 million last year. Not on products, on politicians. They hired over 350 lobbyists. That's almost one for every two members of Congress” “One lobbyist to wine and dine and another one to rewrite the laws. Now they dodge antitrust lawsuits, delay regulations, and keep their monopolies safe. This explains why these companies stocks are up so much in the past five years”

We can’t even pretend we have a Congress that represents The People “Amazon, Google, META and Microsoft dropped $61.5 million last year. Not on products, on politicians. They hired over 350 lobbyists. That's almost one for every two members of Congress” “One lobbyist to wine and dine and another one to rewrite the laws. Now they dodge antitrust lawsuits, delay regulations, and keep their monopolies safe. This explains why these companies stocks are up so much in the past five years”

Wall Street Apes

82,874 Aufrufe • vor 1 Jahr

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

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Bookmark this post, you'll thank me later. This is one of the biggest earnings weeks of the quarter. Many of these companies are reporting earnings over the next few days, so if you've been waiting for an entry, now might be your last chance before the market reacts. My August investment watchlist: $TSLA (Tesla) → $318 Must buy $PLTR (Palantir) → $125 Strong Buy $NRED (NovaRed) → $0,33 Must buy $NVDA (NVIDIA) → $206 Strong Buy $AMZN (Amazon) → $284 Must Buy $OKLO (Oklo) → $41 High Risk, High Reward $FCX (Freeport-McMoRan) → $63 Strong Buy $GEV (GE Vernova) → $1006 Must Buy The next AI wave won't just be built on chips. It will be powered by electricity, nuclear energy, data centers... and mining. Copper is becoming one of the most strategic commodities in the world as AI infrastructure, power grids and hyperscale data centers continue expanding. Companies producing the metals behind this revolution could be some of the biggest winners over the next decade. Don't forget to save this post and come back in a few months.

Bookmark this post, you'll thank me later. This is one of the biggest earnings weeks of the quarter. Many of these companies are reporting earnings over the next few days, so if you've been waiting for an entry, now might be your last chance before the market reacts. My August investment watchlist: $TSLA (Tesla) → $318 Must buy $PLTR (Palantir) → $125 Strong Buy $NRED (NovaRed) → $0,33 Must buy $NVDA (NVIDIA) → $206 Strong Buy $AMZN (Amazon) → $284 Must Buy $OKLO (Oklo) → $41 High Risk, High Reward $FCX (Freeport-McMoRan) → $63 Strong Buy $GEV (GE Vernova) → $1006 Must Buy The next AI wave won't just be built on chips. It will be powered by electricity, nuclear energy, data centers... and mining. Copper is becoming one of the most strategic commodities in the world as AI infrastructure, power grids and hyperscale data centers continue expanding. Companies producing the metals behind this revolution could be some of the biggest winners over the next decade. Don't forget to save this post and come back in a few months.

Folly🚀

48,336 Aufrufe • vor 2 Monaten

Coinbase CEO, Brian Armstrong: Some great insights on how they are using internally hosted AI Agents. "It’s connected to every Slack message, every Google Doc, and every Salesforce data confluence. Now, this is all linked up and the data is all aggregated, so you can ask these agents questions. Every team is using it—legal, finance, everything. It’s like the "Oracle of Coinbase." I’ve started to ask it things that go beyond just simple prompting, like "Hey, can you write this kind of memo for me?" I’m asking these AI agents now, as CEO, "What should I be aware of in the company that I might not be aware of?" It will tell me, "Did you know that there’s actually disagreement on this team about the strategy?" I realized I didn't know that, but the AI does because it can read every Slack message and every Google Doc. Tobi, who is on my board, calls this "reverse prompting." Instead of telling the AI agent what you want to do, you ask it what you should be thinking more about." --- From The All-In Podcast YT channel (link in comment)

Coinbase CEO, Brian Armstrong: Some great insights on how they are using internally hosted AI Agents. "It’s connected to every Slack message, every Google Doc, and every Salesforce data confluence. Now, this is all linked up and the data is all aggregated, so you can ask these agents questions. Every team is using it—legal, finance, everything. It’s like the "Oracle of Coinbase." I’ve started to ask it things that go beyond just simple prompting, like "Hey, can you write this kind of memo for me?" I’m asking these AI agents now, as CEO, "What should I be aware of in the company that I might not be aware of?" It will tell me, "Did you know that there’s actually disagreement on this team about the strategy?" I realized I didn't know that, but the AI does because it can read every Slack message and every Google Doc. Tobi, who is on my board, calls this "reverse prompting." Instead of telling the AI agent what you want to do, you ask it what you should be thinking more about." --- From The All-In Podcast YT channel (link in comment)

Rohan Paul

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$60 Billion SpaceX Cursor Deal? This week on The Brainstorm ⬇️ 0:00 — SpaceX buying Cursor for $60 B? We think this is the reason why 6:05 — SpaceX has reportedly committed ~$310B in 12 months acquiring its way toward the AI frontier 9:55 — "If you're not getting rate-limited by Claude, you might just be bad at using AI" 12:24 — The compute crunch that could hit in 2 years, and why we think few are pricing it in 15:10 — Tim Cook is out. Could Apple finally be about to start cooking? 18:05 — The AI gap at Apple that, if Microsoft is any guide, could prove costly 20:14 — Why AirPods, not the iPhone, may be Apple's most underrated AI weapon 33:49 — OpenAI is building hardware with Qualcomm. Why we don't think it'll really be a "phone" 40:12 — Why Google could go from paying Apple ~$20B/yr to Apple paying Google

ARK Invest

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Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Milk Road

59,357 Aufrufe • vor 1 Jahr

🚨 JUST NOW: President Trump DEMANDS New York Gov. Kathy Hochul immediately rescind her 1-year ban on new AI data centers "The Radical Left Dumocrats must not be allowed to cause us to lose Data Centers, AI, and all of this incredible new Technology, to China, and other countries!" "New York State has made a terrible decision. All of this Income, and other Benefits, will be going to Red States, and some Blue, where Data Centers are sought as Cash Cows, with Lower Taxes and Record Setting Jobs." "They must pay for their own Water and Power, and any leftover goes back to the State and local Community." "Data Centers are tremendous WINS for the States and Communities that are lucky enough to get them. New York should change its Policy, IMMEDIATELY."

🚨 JUST NOW: President Trump DEMANDS New York Gov. Kathy Hochul immediately rescind her 1-year ban on new AI data centers "The Radical Left Dumocrats must not be allowed to cause us to lose Data Centers, AI, and all of this incredible new Technology, to China, and other countries!" "New York State has made a terrible decision. All of this Income, and other Benefits, will be going to Red States, and some Blue, where Data Centers are sought as Cash Cows, with Lower Taxes and Record Setting Jobs." "They must pay for their own Water and Power, and any leftover goes back to the State and local Community." "Data Centers are tremendous WINS for the States and Communities that are lucky enough to get them. New York should change its Policy, IMMEDIATELY."

Eric Daugherty

71,885 Aufrufe • vor 2 Monaten

X becomes 'X-Rated': Grok's algorithm of abuse We must understand that most of these AI platforms are being driven by big tech. So whether it's Microsoft, whether it's Google, or whether it's other platforms like even Meta, they need to be called in, spoken to, and told that this is something which will not be tolerated. It can lead to criminal consequences, and they are equally accountable for not ensuring that there are enough guardrails and safe spaces for women to be able to do what they want to do on those platforms: Priyanka Chaturvedi🇮🇳 #5Live Sonal Mehrotra Kapoor

X becomes 'X-Rated': Grok's algorithm of abuse We must understand that most of these AI platforms are being driven by big tech. So whether it's Microsoft, whether it's Google, or whether it's other platforms like even Meta, they need to be called in, spoken to, and told that this is something which will not be tolerated. It can lead to criminal consequences, and they are equally accountable for not ensuring that there are enough guardrails and safe spaces for women to be able to do what they want to do on those platforms: Priyanka Chaturvedi🇮🇳 #5Live Sonal Mehrotra Kapoor

IndiaToday

10,679 Aufrufe • vor 9 Monaten

BlackRock just spent $100 million training plumbers and electricians. The initiative is called Future Builders. The goal is to get 50,000 Americans through skilled trades programs over five years, electricians, HVAC techs, ironworkers, pipefitters. There is a real crisis behind it. America is trying to build the most ambitious AI infrastructure in history. Meta alone is spending up to $50 billion on a single data center campus in Louisiana. That construction requires an enormous amount of electrical work. There are not enough electricians to do it and the numbers are stark. About 200,000 electricians are expected to retire over the next decade. We need over 300,000 new ones just to build out the data centers Big Tech is racing to complete. The gap is not closing on its own. Microsoft and Google have both flagged the electrician shortage as a top constraint on U.S. data center expansion. For decades, the U.S. pushed every student toward a four-year degree. Trade enrollment fell, apprenticeship pipelines thinned out, the workforce aged and was never replaced. Now the bill is coming due at the worst possible time. BlackRock also invested over $3 billion in the bonds financing Meta's Hyperion data center, part of a $27 billion private debt deal, the largest ever structured for a single project. It is now funding both the AI buildout and the workers needed to finish it. AI is not automating the electrician. AI is the reason the electrician now has more leverage than ever. Every model, every data center, every autonomous system runs on physical infrastructure that only a credentialed tradesperson can legally build and energize. The technology that was supposed to replace blue-collar work turned out to need blue-collar work more than any other sector right now.

BlackRock just spent $100 million training plumbers and electricians. The initiative is called Future Builders. The goal is to get 50,000 Americans through skilled trades programs over five years, electricians, HVAC techs, ironworkers, pipefitters. There is a real crisis behind it. America is trying to build the most ambitious AI infrastructure in history. Meta alone is spending up to $50 billion on a single data center campus in Louisiana. That construction requires an enormous amount of electrical work. There are not enough electricians to do it and the numbers are stark. About 200,000 electricians are expected to retire over the next decade. We need over 300,000 new ones just to build out the data centers Big Tech is racing to complete. The gap is not closing on its own. Microsoft and Google have both flagged the electrician shortage as a top constraint on U.S. data center expansion. For decades, the U.S. pushed every student toward a four-year degree. Trade enrollment fell, apprenticeship pipelines thinned out, the workforce aged and was never replaced. Now the bill is coming due at the worst possible time. BlackRock also invested over $3 billion in the bonds financing Meta's Hyperion data center, part of a $27 billion private debt deal, the largest ever structured for a single project. It is now funding both the AI buildout and the workers needed to finish it. AI is not automating the electrician. AI is the reason the electrician now has more leverage than ever. Every model, every data center, every autonomous system runs on physical infrastructure that only a credentialed tradesperson can legally build and energize. The technology that was supposed to replace blue-collar work turned out to need blue-collar work more than any other sector right now.

StockMarket.News

278,150 Aufrufe • vor 6 Monaten

🚨 NOW: President Trump calls on America to NOT "KlLL the Golden Goose" of AI "The only reason the AI/Data Center outburst is happening is because the United States is leading, by a lot, every other country." He's right: China is absolutely FUMING with how far ahead we are, and they want major public uproar so they can catch up Trump recently said this on data centers: "If you want to get rich as a state or as a town, and if you want to pay lower taxes, if you want to create tremendous wealth, if you want your house to be more valuable and everything else, you're going to want a data center." "They're actually taking their excess energy and they're building some incredible plants along with the building." DEFEAT CHINA!

🚨 NOW: President Trump calls on America to NOT "KlLL the Golden Goose" of AI "The only reason the AI/Data Center outburst is happening is because the United States is leading, by a lot, every other country." He's right: China is absolutely FUMING with how far ahead we are, and they want major public uproar so they can catch up Trump recently said this on data centers: "If you want to get rich as a state or as a town, and if you want to pay lower taxes, if you want to create tremendous wealth, if you want your house to be more valuable and everything else, you're going to want a data center." "They're actually taking their excess energy and they're building some incredible plants along with the building." DEFEAT CHINA!

Eric Daugherty

35,428 Aufrufe • vor 19 Tagen

Microsoft is about to sue its own golden child. $14 billion invested. Exclusive cloud rights. The most important AI partnership in history. And Sam Altman just went behind their back with a $50 billion Amazon deal. Here's why they're betraying each other: When Microsoft first invested in OpenAI in 2019, they locked in ONE rule above everything else... ALL access to OpenAI's models must go through Microsoft's Azure cloud. No exceptions. That deal made Azure the backbone of the AI revolution. Every company using ChatGPT's API was paying Microsoft for the privilege. It was the smartest infrastructure play of the decade. Then last month, OpenAI quietly signed a deal with Amazon. $50 billion. AWS becomes the exclusive third-party cloud provider for Frontier, OpenAI's new enterprise AI agent platform. $138 billion committed to Amazon cloud services. Microsoft found out and got really angry.... A person familiar with Microsoft's position told the Financial Times today: "We know our contract. We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." That's basically a declaration of war. And here's where it gets crazy: OpenAI and Amazon are trying to build a technical workaround. A system called the "Stateful Runtime Environment" that runs on Amazon's Bedrock platform. Their argument is that the system "only" handles memory and context for AI agents using enterprise data on AWS. It doesn't technically "invoke" OpenAI's core models through Amazon. Microsoft's response: Bullshit. The workaround violates the spirit of the deal even if it technically dances around the letter. Amazon knows they're on thin ice too. An internal memo leaked showing Amazon told employees exactly what language they can and can't use. They can say Frontier is "powered by OpenAI" or "enabled by OpenAI." But they CANNOT say customers can "access" or "invoke" OpenAI models on AWS. When you're coaching employees on which verbs to avoid, you know you're in trouble. But here's the thing everyone seems to forget: OpenAI is planning an IPO this year. They just closed a $110 billion funding round last month. So if Microsoft sues, the IPO timeline is DEAD. You can't go public while your biggest partner and investor is suing you for breach of contract. Elon Musk is already suing OpenAI separately for abandoning its nonprofit mission. Two active lawsuits from two of the most powerful people in tech. Against one company trying to IPO. Good luck with that S-1 filing. But WHY did Altman do this? Microsoft gave OpenAI everything. Capital. Infrastructure. Distribution. Enterprise customers. And Altman's response was to secretly build an escape route through Amazon... Because he saw what was coming: Microsoft launched Copilot. Their own AI product. Competing directly with ChatGPT. Microsoft started building their own models. Hiring their own AI researchers. Reducing dependency on OpenAI. So Altman did the same thing back. Found another cloud provider. Started building leverage. Both sides were preparing for divorce while still living in the same house. So the $50 billion Amazon deal was just an insurance policy against the day Microsoft decides it doesn't need OpenAI anymore. And Microsoft caught him packing his bags. What happens next: The companies are still talking. Trying to resolve this before Frontier launches. But Microsoft has made their position clear. Litigation is on the table. If this goes to court, it sets a precedent for every AI partnership in the industry. Every cloud deal. Every exclusive licensing agreement. The entire AI infrastructure map gets redrawn. Sam Altman built OpenAI on Microsoft's money, Microsoft's cloud, and Microsoft's trust. Then he signed a $50 billion deal with their biggest competitor. In any other industry they'd call that what it is.

Microsoft is about to sue its own golden child. $14 billion invested. Exclusive cloud rights. The most important AI partnership in history. And Sam Altman just went behind their back with a $50 billion Amazon deal. Here's why they're betraying each other: When Microsoft first invested in OpenAI in 2019, they locked in ONE rule above everything else... ALL access to OpenAI's models must go through Microsoft's Azure cloud. No exceptions. That deal made Azure the backbone of the AI revolution. Every company using ChatGPT's API was paying Microsoft for the privilege. It was the smartest infrastructure play of the decade. Then last month, OpenAI quietly signed a deal with Amazon. $50 billion. AWS becomes the exclusive third-party cloud provider for Frontier, OpenAI's new enterprise AI agent platform. $138 billion committed to Amazon cloud services. Microsoft found out and got really angry.... A person familiar with Microsoft's position told the Financial Times today: "We know our contract. We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." That's basically a declaration of war. And here's where it gets crazy: OpenAI and Amazon are trying to build a technical workaround. A system called the "Stateful Runtime Environment" that runs on Amazon's Bedrock platform. Their argument is that the system "only" handles memory and context for AI agents using enterprise data on AWS. It doesn't technically "invoke" OpenAI's core models through Amazon. Microsoft's response: Bullshit. The workaround violates the spirit of the deal even if it technically dances around the letter. Amazon knows they're on thin ice too. An internal memo leaked showing Amazon told employees exactly what language they can and can't use. They can say Frontier is "powered by OpenAI" or "enabled by OpenAI." But they CANNOT say customers can "access" or "invoke" OpenAI models on AWS. When you're coaching employees on which verbs to avoid, you know you're in trouble. But here's the thing everyone seems to forget: OpenAI is planning an IPO this year. They just closed a $110 billion funding round last month. So if Microsoft sues, the IPO timeline is DEAD. You can't go public while your biggest partner and investor is suing you for breach of contract. Elon Musk is already suing OpenAI separately for abandoning its nonprofit mission. Two active lawsuits from two of the most powerful people in tech. Against one company trying to IPO. Good luck with that S-1 filing. But WHY did Altman do this? Microsoft gave OpenAI everything. Capital. Infrastructure. Distribution. Enterprise customers. And Altman's response was to secretly build an escape route through Amazon... Because he saw what was coming: Microsoft launched Copilot. Their own AI product. Competing directly with ChatGPT. Microsoft started building their own models. Hiring their own AI researchers. Reducing dependency on OpenAI. So Altman did the same thing back. Found another cloud provider. Started building leverage. Both sides were preparing for divorce while still living in the same house. So the $50 billion Amazon deal was just an insurance policy against the day Microsoft decides it doesn't need OpenAI anymore. And Microsoft caught him packing his bags. What happens next: The companies are still talking. Trying to resolve this before Frontier launches. But Microsoft has made their position clear. Litigation is on the table. If this goes to court, it sets a precedent for every AI partnership in the industry. Every cloud deal. Every exclusive licensing agreement. The entire AI infrastructure map gets redrawn. Sam Altman built OpenAI on Microsoft's money, Microsoft's cloud, and Microsoft's trust. Then he signed a $50 billion deal with their biggest competitor. In any other industry they'd call that what it is.

Ricardo

209,440 Aufrufe • vor 6 Monaten

$New startup company will put ‘Mini Data Centers’ on the side of residential homes all over America Companies Nvidia and PulteGroup are patterning with SPAN, “A major U.S home builder is now making small fractional data centers, or they call them nodes that can be put on the side of residential homes.” “These could negate the need to build as many hyperscalers and AI cloud providers Just tap into the node network like a regular data center now SPAN, collaborated with NVIDIA using its technology in the system span claims it can install 8,000 of these units about six times faster and at five times lower cost than the construction of a typical centralized 100 megawatt data center of the same size.” In return for letting this company put a mini data center on the side of your home, you’ll get a $150 credit on your electricity bill In some locations you could get free electricity and internet$

New startup company will put ‘Mini Data Centers’ on the side of residential homes all over America Companies Nvidia and PulteGroup are patterning with SPAN, “A major U.S home builder is now making small fractional data centers, or they call them nodes that can be put on the side of residential homes.” “These could negate the need to build as many hyperscalers and AI cloud providers Just tap into the node network like a regular data center now SPAN, collaborated with NVIDIA using its technology in the system span claims it can install 8,000 of these units about six times faster and at five times lower cost than the construction of a typical centralized 100 megawatt data center of the same size.” In return for letting this company put a mini data center on the side of your home, you’ll get a $150 credit on your electricity bill In some locations you could get free electricity and internet

Wall Street Apes

258,762 Aufrufe • vor 5 Monaten

This young woman from Georgia, explains to us what’s happening right now in her community. Georgia Power is expanding power lines to support a massive new data center, and they’re using eminent domain to take homes and land from families — including her childhood home behind her. She explains that homeowners have no choice as the utility seizes property by force. This isn’t isolated to Georgia. The explosive growth of data centers is happening across at least 38 states, driven by the massive AI boom as tech giants like Microsoft, Amazon, Google, and Meta build out enormous computing infrastructure. In several states — including Georgia — utilities are using eminent domain to expand high-voltage power lines needed to feed these power-hungry facilities. Have you seen or heard about eminent domain being used for data centers or power lines in your area?

This young woman from Georgia, explains to us what’s happening right now in her community. Georgia Power is expanding power lines to support a massive new data center, and they’re using eminent domain to take homes and land from families — including her childhood home behind her. She explains that homeowners have no choice as the utility seizes property by force. This isn’t isolated to Georgia. The explosive growth of data centers is happening across at least 38 states, driven by the massive AI boom as tech giants like Microsoft, Amazon, Google, and Meta build out enormous computing infrastructure. In several states — including Georgia — utilities are using eminent domain to expand high-voltage power lines needed to feed these power-hungry facilities. Have you seen or heard about eminent domain being used for data centers or power lines in your area?

End3of6Days9 (Helen) 🇺🇸

20,079 Aufrufe • vor 4 Monaten