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When people hear BlackRock, they immediately think evil... they said the same thing about Palantir... They saw the machine as it once operated and assumed it could only ever serve the same master... Then came EO 13818... Presume the command layer was captured while the machinery remained intact... because...

31,636 次观看 • 3 个月前 •via X (Twitter)

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BlackRock CEO Larry Fink says the biggest job boom coming to America has nothing to do with AI software or Wall Street, it's in infrastructure. Specifically, the construction, power grids, and data centers. That is where he believes the massive job growth is coming from. And his warning is that we are not ready for it. Companies are committing hundreds of billions to build out AI infrastructure across the US, Microsoft, Amazon, Meta, and Alphabet are projected to spend $650 billion on it this year alone. But that buildout requires physical workers. Electricians, pipefitters, construction crews, grid engineers. Fink told the Trump administration directly, the US doesn't have enough skilled workers to meet the demand these projects will create. Microsoft's Brad Smith called the skilled labor shortage the "single biggest challenge for data center expansion in the U.S." In some regions, Microsoft had to relocate workers or ask them to commute 75 miles just to fill critical roles. The electrical work alone accounts for 45–70% of total data center construction costs. Over 200,000 electricians are expected to retire in the next decade. The pipeline to replace them doesn't exist at the scale needed. Energy resilience is the other piece Fink flagged. Data centers don't just need to be built, they need consistent, reliable power. The US grid hasn't been meaningfully expanded in decades. China, by contrast, generates roughly twice the electricity the US does and is actively building more. Fink's point is direct because if the US doesn't win the buildout of its physical infrastructure, China will. That is why BlackRock just committed $100 million to fund training programs for 50,000 skilled trade workers over the next five years. The largest asset manager in the world is putting money into electricians and plumbers because it sees the bottleneck clearly.

StockMarket.News

46,997 次观看 • 6 个月前

Jensen Huang just revealed his $500 BILLION financing scheme with 6 of the biggest money managers on Earth. Here's the deal they signed: Nvidia and those 6 firms are mobilizing more than $500 billion of outside capital to finance AI infrastructure. The money goes to Nvidia's own customers so they can build data centers and buy Nvidia chips. Nvidia is not putting up a single dollar. The CHIPS themselves become the collateral. This is like "buying a GM car and getting the financing from GM." Jensen clarified that none of it is Nvidia's money. That part is technically true. But then Larry Fink explained what they are actually building... Fink runs BlackRock, the largest asset manager on Earth. Asked about financing data centers, he said this is the very beginning, the way it was when he started out in the mortgage backed securities market in the 1970s. Then he called it the "next frontier of financial engineering." He compared the AI buildout to the machine that CRASHED the world economy in 2008. Then KKR's global head of digital infrastructure laid out the mechanics: He said the revenue coming off those chips can be securitized, the risk divided up, and the slices sold to investors who want exposure anywhere in the stack. So the GPU is the house, the compute bill is the mortgage payment, and the slices get sold to whoever wants them. Blackstone's John Gray made the comparison himself. He said when you buy a house the bank underwrites you and also looks at the value of the home. When an airline buys a plane, they look at the credit of the airline and at the plane. The chips are the plane. But a plane holds its value because Boeing cannot make your plane obsolete on purpose. Nvidia can, and it does it roughly every year. KKR's own man spent part of that panel praising Vera Rubin, calling the jump in tokens per watt a step change. Every leap like that makes the previous generation worth less. And the price per token has already fallen 99%, so the collateral behind these loans depreciates on a schedule Nvidia controls, while the revenue those chips earn keeps getting cheaper. So what happens if the AI companies run out of cash? Jensen said somebody else can take the machines over and operate them. "There will always be a customer for that computing platform." He planned the repossession before the first loan even closed. Then who ends up holding this paper? Fink answered that one himself: He said they will be working with pension funds across the world. David Solomon pointed at the $9 trillion sitting in US money market funds. Fink pitched moving that cash into longer dated returns and said investors who are overweight equities will rotate in too. And $500 billion is only the opening bid. Fink said the US alone needs over 70 gigawatts of power for this, and every gigawatt costs $50 to $60 billion to build. That works out to more than $3.5 TRILLION for America by itself. Six days earlier, Apollo had called its $35 billion Broadcom financing the largest of its kind ever done. This deal is literally more than 14x bigger. Solomon was the only guy on that panel who mentioned the risk. He admitted the returns will NOT all be ample, that capital will get allocated to things that do not work, and that there will be winners and losers. Jensen's case is that the machines print money. He said AI tokens are incredibly profitable. Within months everyone will realize the AI labs are extremely profitable, and that when those labs go public it will be the biggest IPOs in history. None of that has happened yet. The financing is being built right now, ahead of the proof. So this is either the largest infrastructure buildout in history, or Wall Street just turned the AI bubble into bonds and handed them to the pension funds.

Ricardo

33,839 次观看 • 1 个月前

🇳🇵| #Nepal | The devastation in #Rasuwa is not an act of nature. It is the visible wound of a nation that has been carved up and sold by its own political class to foreign corporations and global financial institutions. Nepal's sovereignty has been under quiet, systematic attack for decades, and the landslide is the result. The government of Nepal did not merely fail to protect its people. It actively enabled their destruction through policies that prioritised foreign investment, "development" loans, and infrastructure projects over the lives of those in the mountains. The same pattern we have exposed across India, Pakistan, and Afghanistan is operating here. The globalist machine needs Nepal's rivers, its hydropower, its strategic location between China and India, and its people as a cheap, disposable labour force. What has happened in Rasuwa is part of this same plan. The hydropower rush in the Himalayan rivers has destabilised the slopes. Roads are carved through unstable geology without proper engineering, funded by development banks that demand Nepal remain a debtor nation. Forests are stripped. The people are told to accept "progress." Then the rains come, engineered or not, and the mountain comes down. The state calls it a natural disaster. The media says "pray for Nepal." And the same companies that pushed the projects arrive later for the "reconstruction." Nepal's tragedy is that its people have been taught to see themselves as victims of geography. They are victims of governance. The same globalist networks that are flooding Assam, burning Europe, shaking Turkey and Japan, and bulldozing Palestine are now tightening their grip on the Himalayas. Nepal is a key piece on that board. Its government has signed the agreements. The land has been mapped, zoned, and mortgaged. The people are in the way. I will not pretend that a single, tidy "plan" explains every layer of corruption in Nepal. But I will say this clearly: the flood and landslide did not have to be fatal. The deaths are the result of decades of deliberate neglect, of state capture by local and foreign oligarchs, and of an economic model that treats the mountains and their people as resources to be extracted rather than lives to be protected. The people of Nepal deserve more than prayers. They deserve the truth. That truth is that their government has failed them, and the same invisible system that is devastating the rest of the world is now using their rivers, their mountains, and their grief as fuel. The prayer posts will fade. The system will remain. Unless the people of Nepal, and of every targeted nation, choose to stop accepting the lie that the land is their enemy. The land is not the enemy. The land has been betrayed. The monsoon is the trigger. The real weapon was wielded long before the rain came.

Aprajita Nafs Nefes 🦋 Ancient Believer

29,250 次观看 • 1 个月前

🇮🇷|IRGC Did Something the US Government Never Expected: It Wrote a Letter Directly to the American People. The Islamic Revolutionary Guard Corps invited journalists to a briefing to present a letter addressed to the American people. Not to Trump. Not to Congress. Not to the Pentagon. To the American people. This is not a diplomatic gesture. This is an act of war on the US government’s monopoly on lies. What the letter says We have not seen the full text. But we know what Iran has been saying for 47 years. And we know what the IRGC has been saying since February. The letter will say: The American people have been lied to. Your government told you the war was about nuclear weapons. It was about Israel. Your government told you Iran was the aggressor. The US and Israel bombed Iran first. Your government told you the blockade was about freedom of navigation. It was about regime change. Your government told you Iran was isolated. Iran is flying to 30 countries, trading with China and Russia, and building railways to Central Asia. Your government told you the war would be quick and cheap. Your diesel is $6.53 a gallon. Your national debt just hit $40 trillion. Your refineries are running at 97% and you haven’t built a new one in 50 years. Your government told you Iran was the threat. Iran has never invaded a single country. Iran has never occupied a single inch of Arab land. Iran has never bombed a school in America. But your government bombed a school in Iran. 168 girls. Ages 6 to 12. And your president said, “I can live with it.” Why the IRGC is doing this Because the US government and its media have blocked every channel of truth. CNN, MSNBC, Fox News, The New York Times, The Washington Post, The Wall Street Journal they all tell you the same story. Iran is the enemy. Israel is the victim. America is the hero. The war is necessary. The blockade is legitimate. They will not report this letter. They will not show this briefing. They will not let you read the words of the IRGC. Because if they did, you would ask questions. You would ask: Why did we bomb a girls’ school? Why did we kill Ali Khamenei? Why did we assassinate Iranian scientists? Why did we steal 6 million barrels of Iranian oil? Why did we target 85% of Iranian oil tankers? Why did we threaten to shut down every Iranian airline? Why did we sanction medicine and food? They cannot answer those questions. So they will ignore the letter. They will ignore the briefing. They will ignore the truth. The IRGC is a military organization. Not a government. Not a foreign ministry. A military force. It does not write letters to foreign publics. It does not hold press briefings for journalists. It does not appeal to the conscience of the enemy’s population. It fights. It builds missiles. It plans operations. It kills Americans who attack Iran. So when the IRGC invites journalists to present a letter to the American people, something has changed. The IRGC has decided that the American people are not the enemy. The IRGC has decided that the American people are hostages of their own government. The IRGC has decided that the American people deserve to know the truth. The IRGC is not afraid of the American people. It is afraid of what the American government is doing to the American people and to the world in their name.

Aprajita Nafs Nefes 🦋 Ancient Believer

19,670 次观看 • 5 天前

🇮🇱 Most people will see deeper US Israel military integration and say Israel controls America. I see the opposite. Israel is a MIC node. America is already subordinate to FIC. And ultimately MIC is subordinate to FIC because war requires budgets, debt and capital. US military aid does not simply go to Israel. Most of it returns to the US MIC through weapons procurement. Banks can even pay contractors today against future government appropriations. The taxpayer carries the liability. MIC gets the contracts. FIC finances and owns claims on the cash flows. Now the US Israel relationship is moving from aid towards joint investment, development and production. Israel is not taking control of the American military. Israel is becoming more deeply integrated into the US MIC. At the same time Israel is borrowing more and preparing to sell parts of IAI and Rafael. The IAI IPO has been delayed because military secrecy conflicts with the disclosure investors require. That is the important part. To privatise a sovereign military company the state has to make it compatible with capital market governance. Public money builds the asset. War increases its value. Debt finances the state. Privatisation turns the MIC into securities. FIC gains claims on the future profits and greater influence over how the assets are governed. This is not evidence that Israel rules America. It is evidence that both are being integrated into the same FIC financed military architecture. Israel is subordinate to MIC. The US MIC is subordinate to FIC. And financialisation is pulling more of the Israeli MIC under that same structure. The process is not complete. But the direction is clear.

Simon Dixon

112,619 次观看 • 29 天前