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The AI race won't be won by software alone—it will be won by the countries that own the infrastructure. As governments invest billions into artificial intelligence, the focus is shifting from AI applications to the compute capacity that powers them. Data centres, GPUs, energy, and sovereign infrastructure are becoming...

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BTV & CEO Clips

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37,548 görüntüleme • 1 ay önce •via X (Twitter)

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Many people think of AI as the train. In reality, AI is the railway. The real shift is the infrastructure being built today: compute, energy, talent, and digital stack. Countries that invest in this infrastructure will shape the future of AI. My conversation with Boston Consulting Group at MWC.
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Many people think of AI as the train. In reality, AI is the railway. The real shift is the infrastructure being built today: compute, energy, talent, and digital stack. Countries that invest in this infrastructure will shape the future of AI. My conversation with Boston Consulting Group at MWC.

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From renewable energy to sovereign cloud infrastructure, Gautam Adani is laying the foundation of a digital India that runs on clean power and data independence. This latest video — “How Gautam Adani is Architecting India’s AI Infrastructure” — explores a five-year journey from vision to global scale: •2021: Insight — renewable energy as the fuel for the AI age •2022: $70B commitment to green energy •2023: AdaniConneX and Adani AI Labs come alive •2024: India’s sovereign cloud begins •2025: The Adani–Google AI Data Centre Campus transforms Visakhapatnam into Asia’s new AI super hub Watch the story of how India is not just adopting AI — but architecting it. #DigitalIndia #AI #Infrastructure #AdaniGroup #Sustainability #TechLeadership
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From renewable energy to sovereign cloud infrastructure, Gautam Adani is laying the foundation of a digital India that runs on clean power and data independence. This latest video — “How Gautam Adani is Architecting India’s AI Infrastructure” — explores a five-year journey from vision to global scale: •2021: Insight — renewable energy as the fuel for the AI age •2022: $70B commitment to green energy •2023: AdaniConneX and Adani AI Labs come alive •2024: India’s sovereign cloud begins •2025: The Adani–Google AI Data Centre Campus transforms Visakhapatnam into Asia’s new AI super hub Watch the story of how India is not just adopting AI — but architecting it. #DigitalIndia #AI #Infrastructure #AdaniGroup #Sustainability #TechLeadership

Mona Patel 🇮🇳🐅🌳

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Meeting the demand for compute is becoming impossible. At Atomarine we are building the next generation of AI infrastructure: the most scalable, cheapest and most climate friendly form of standalone compute on Earth.
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Meeting the demand for compute is becoming impossible. At Atomarine we are building the next generation of AI infrastructure: the most scalable, cheapest and most climate friendly form of standalone compute on Earth.

Dimitris K

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At the #WorldGovSummit AI Forum in Dubai,Zimbabwe’s stance was clear that we are architects not spectators, of the AI future. Our Zimbabwean blueprint will see AI leapfrog development challenges. We are building sovereign digital infrastructure for our data centres, connectivity and cybersecurity. The ultimate goal is to turn our national potential into progress in the AI landscape. Zimbabwe is open for smart, ethical tech partnerships. Grateful for the engagement and conversation on building an equitable digital world. #Zimbabwe #WGS2026 #AI
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At the #WorldGovSummit AI Forum in Dubai,Zimbabwe’s stance was clear that we are architects not spectators, of the AI future. Our Zimbabwean blueprint will see AI leapfrog development challenges. We are building sovereign digital infrastructure for our data centres, connectivity and cybersecurity. The ultimate goal is to turn our national potential into progress in the AI landscape. Zimbabwe is open for smart, ethical tech partnerships. Grateful for the engagement and conversation on building an equitable digital world. #Zimbabwe #WGS2026 #AI

Hon Tatenda.A. Mavetera

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$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.
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$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.

Shay Boloor

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BBC News, "The Green Party is calling on the government to slam the brakes, on the building of new AI data centres in England, because of the amount of energy and water they use" "The Green Party leader Zack Polanski says stricter environmental standards should be introduced" Zack Polanksi, "We need to slam the brakes on these energy guzzling, water guzzling data centres" "At a time when 3/4 of the country are in drought it's outrageous that these are being considered critical infrastructure" "To most people critical infrastructure is hospitals, water, electricity, it doesn't mean AI" Important to note that Australia's solution is making AI data centres provide green renewable energy as a precondition for AI data centres. The UK should be doing the same.
0:55

BBC News, "The Green Party is calling on the government to slam the brakes, on the building of new AI data centres in England, because of the amount of energy and water they use" "The Green Party leader Zack Polanski says stricter environmental standards should be introduced" Zack Polanksi, "We need to slam the brakes on these energy guzzling, water guzzling data centres" "At a time when 3/4 of the country are in drought it's outrageous that these are being considered critical infrastructure" "To most people critical infrastructure is hospitals, water, electricity, it doesn't mean AI" Important to note that Australia's solution is making AI data centres provide green renewable energy as a precondition for AI data centres. The UK should be doing the same.

Farrukh

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What is a "token factory"—and why is China building them? China's first city-level green token factory is taking shape in Changzhou, where renewable energy will power the production of 60 trillion AI tokens each year. Unlike traditional factories, token factories generate the digital building blocks that AI models use to understand and create text. As AI demand continues to surge, China is combining clean energy with next-generation computing to build a more efficient and sustainable AI infrastructure.
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What is a "token factory"—and why is China building them? China's first city-level green token factory is taking shape in Changzhou, where renewable energy will power the production of 60 trillion AI tokens each year. Unlike traditional factories, token factories generate the digital building blocks that AI models use to understand and create text. As AI demand continues to surge, China is combining clean energy with next-generation computing to build a more efficient and sustainable AI infrastructure.

Hi,GBA

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What does it take for CTOs and CIOs to build an AI stack where data reaches compute reliably, securely, and at scale? That’s the strategic question behind my conversation with Kunal Anand, CPO at #F5. As AI moves into production, the real differentiator won’t just be the model — it will be the infrastructure that delivers data with reliability, security, and visibility. The last mile of AI is becoming a first-class product decision, not just an infrastructure one. Watch the full conversation: Register for AI Virtual Summit (free) #AI #CTO #CIO #EnterpriseAI #Infrastructure #Cybersecurity #F5Partner
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What does it take for CTOs and CIOs to build an AI stack where data reaches compute reliably, securely, and at scale? That’s the strategic question behind my conversation with Kunal Anand, CPO at #F5. As AI moves into production, the real differentiator won’t just be the model — it will be the infrastructure that delivers data with reliability, security, and visibility. The last mile of AI is becoming a first-class product decision, not just an infrastructure one. Watch the full conversation: Register for AI Virtual Summit (free) #AI #CTO #CIO #EnterpriseAI #Infrastructure #Cybersecurity #F5Partner

Helen Yu

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10x more tokens/second per megawatt as measured by CoreWeave on NVIDIA Vera Rubin platform. That performance reflects a bigger shift in AI infrastructure economics: building AI factories that efficiently turn compute into tokens, and tokens into revenue. It takes extreme co-design across the full stack, combined with an open ecosystem built to innovate and scale. Dion Harris connects the economics to the technology with 5 critical questions every AI infrastructure leader should be asking across compute, networking, storage, software and security. ➡️
0:51

10x more tokens/second per megawatt as measured by CoreWeave on NVIDIA Vera Rubin platform. That performance reflects a bigger shift in AI infrastructure economics: building AI factories that efficiently turn compute into tokens, and tokens into revenue. It takes extreme co-design across the full stack, combined with an open ecosystem built to innovate and scale. Dion Harris connects the economics to the technology with 5 critical questions every AI infrastructure leader should be asking across compute, networking, storage, software and security. ➡️

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Years before AI infrastructure became the most competitive market in tech, we were proving that behind-the-meter computing works at scale. Bitcoin gave us that proof. Real assets. Real operations. Real performance through real market cycles. Now that same model — the same power strategy, the same operational discipline — is expanding to serve AI and high-performance compute demand. The workload evolves. The infrastructure holds. $SLNH
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Years before AI infrastructure became the most competitive market in tech, we were proving that behind-the-meter computing works at scale. Bitcoin gave us that proof. Real assets. Real operations. Real performance through real market cycles. Now that same model — the same power strategy, the same operational discipline — is expanding to serve AI and high-performance compute demand. The workload evolves. The infrastructure holds. $SLNH

Soluna

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In a first for India, homegrown startup Pixxel teams up with India’s AI unicorn Sarvam to take data centres to the orbit🚀 Pixxel Founder & CEO Awais Ahmed tells Shereen Bhan why the future of AI infrastructure may not be on Earth at all. ‘SpaceX now has announced its own plans for launching a million data center satellites.’ ‘We have seen what Sarvam has been doing the last few months with sovereign AI models that they've trained and running inference there, and we have been focused on what we can do with the infrastructure that we are building in Bangalore, to build and launch better, bigger, better, larger satellites.’ Powered by NVIDIA GPUs, the satellite will run sovereign AI models directly in space using solar energy, orbital cooling and real-time AI inference. And the timeline? ‘Let’s see what can be done with one satellite this year’ #YoungTurksReloaded #Pixxel #Sarvam #AI #SpaceTech #OrbitalDataCentre #NVIDIA #SovereignAI
2:51

In a first for India, homegrown startup Pixxel teams up with India’s AI unicorn Sarvam to take data centres to the orbit🚀 Pixxel Founder & CEO Awais Ahmed tells Shereen Bhan why the future of AI infrastructure may not be on Earth at all. ‘SpaceX now has announced its own plans for launching a million data center satellites.’ ‘We have seen what Sarvam has been doing the last few months with sovereign AI models that they've trained and running inference there, and we have been focused on what we can do with the infrastructure that we are building in Bangalore, to build and launch better, bigger, better, larger satellites.’ Powered by NVIDIA GPUs, the satellite will run sovereign AI models directly in space using solar energy, orbital cooling and real-time AI inference. And the timeline? ‘Let’s see what can be done with one satellite this year’ #YoungTurksReloaded #Pixxel #Sarvam #AI #SpaceTech #OrbitalDataCentre #NVIDIA #SovereignAI

CNBC-TV18

30,407 görüntüleme • 3 ay önce

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

35,540 görüntüleme • 3 ay önce

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val
2:58

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val

Mario Nawfal

29,954 görüntüleme • 2 ay önce

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️
1:10

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️

NVIDIA

102,834 görüntüleme • 1 ay önce

Chamath said $SPCX may be building “most important internet infrastructure project since the internet itself.” Thats why the IPO debate is so complicated since SpaceX may look expensive on traditional metrics but those numbers likely don't capture the full upside over the next decade. Starlink growth, Starship economics, satellite-to-mobile, government demand, orbital AI compute & convergence of space infrastructure with AI infrastructure are all bigger than what shows up in a clean multiple.
3:54

Chamath said $SPCX may be building “most important internet infrastructure project since the internet itself.” Thats why the IPO debate is so complicated since SpaceX may look expensive on traditional metrics but those numbers likely don't capture the full upside over the next decade. Starlink growth, Starship economics, satellite-to-mobile, government demand, orbital AI compute & convergence of space infrastructure with AI infrastructure are all bigger than what shows up in a clean multiple.

Shay Boloor

43,581 görüntüleme • 3 ay önce

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.
5:34

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

Sam Badawi

65,947 görüntüleme • 3 ay önce

PRESIDENT TRUMP: Data centers and AI are dramatically increasing the demand for electricity. It's only fair that the cost of building the new infrastructure required to meet this demand be borne by the corporations — not by American consumers. Under the Ratepayer Protection Pledge, America's largest tech companies have formally committed fund or build all energy infrastructure they are placing on the grid.
0:59

PRESIDENT TRUMP: Data centers and AI are dramatically increasing the demand for electricity. It's only fair that the cost of building the new infrastructure required to meet this demand be borne by the corporations — not by American consumers. Under the Ratepayer Protection Pledge, America's largest tech companies have formally committed fund or build all energy infrastructure they are placing on the grid.

Breaking911

108,554 görüntüleme • 1 ay önce