Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Who's finding value in AI chips once they're removed from hyperscaler data centers? Sprout's Shelly Li says any buyer "who doesn't need the latest and greatest, but certainly wants to dip their toe into AI."

SquawkCNBC's profile picture

Squawk Box

1,159,364 subscribers

36,589 görüntüleme • 1 ay önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Nobody wants an AI Data Center in their backyard. Kyle Ray, a musician from Kentucky, is protesting the construction of an AI Data Center near Mammoth Cave. He's right: corporations have exploited Kentucky for years, and once built, these centers require minimal effort to operate. #DemsUnited
3:02

Nobody wants an AI Data Center in their backyard. Kyle Ray, a musician from Kentucky, is protesting the construction of an AI Data Center near Mammoth Cave. He's right: corporations have exploited Kentucky for years, and once built, these centers require minimal effort to operate. #DemsUnited

Rod (Izzy) 🇺🇸🦅

20,073 görüntüleme • 4 ay önce

Unlocking growth in the transition to AI. 🤖💡 Simrit Dhinsa of Galaxy Mining dives into the AI data center opportunity, challenges for traditional data centers, and how Bitcoin miners could lead the charge. 🎥 Watch the latest From the Source
3:32

Unlocking growth in the transition to AI. 🤖💡 Simrit Dhinsa of Galaxy Mining dives into the AI data center opportunity, challenges for traditional data centers, and how Bitcoin miners could lead the charge. 🎥 Watch the latest From the Source

Galaxy

14,536 görüntüleme • 1 yıl önce

Everyone bought into AI. Few are seeing the return. Now that changes. When AI runs in silos, value gets stuck. ServiceNow breaks down the walls—connecting any workflow, any AI, and any data source—to put AI to work for people.
1:00

Everyone bought into AI. Few are seeing the return. Now that changes. When AI runs in silos, value gets stuck. ServiceNow breaks down the walls—connecting any workflow, any AI, and any data source—to put AI to work for people.

ServiceNow

34,743 görüntüleme • 9 ay önce

Starke County, Indiana voted 75% for Trump in 2024. But now they're opposing Trump's AI agenda, and the Planning Commission voted unanimously to recommend a 12 month pause on new hyperscale data centers. The idea of banning AI data centers is becoming more and more popular.
2:42

Starke County, Indiana voted 75% for Trump in 2024. But now they're opposing Trump's AI agenda, and the Planning Commission voted unanimously to recommend a 12 month pause on new hyperscale data centers. The idea of banning AI data centers is becoming more and more popular.

More Perfect Union

143,779 görüntüleme • 9 ay önce

The AI data centers are being strategically placed next to every fresh body of water across the entire country. If you look into who owns these AI data centers it is the same people who own these media, control Hollywood, and control our government. This is all being done by design. These AI data centers are going to poison 95% of the freshwater in America.
4:23

The AI data centers are being strategically placed next to every fresh body of water across the entire country. If you look into who owns these AI data centers it is the same people who own these media, control Hollywood, and control our government. This is all being done by design. These AI data centers are going to poison 95% of the freshwater in America.

RyanMatta 🇺🇸 🦅

41,698 görüntüleme • 5 ay önce

NEW: Data centers powering AI like ChatGPT could triple their electricity use by 2028. The Trump administration is investing over $1 trillion into new data centers in the next five years. But what's the true cost of the AI revolution? We went to rural Georgia to find out.
13:13

NEW: Data centers powering AI like ChatGPT could triple their electricity use by 2028. The Trump administration is investing over $1 trillion into new data centers in the next five years. But what's the true cost of the AI revolution? We went to rural Georgia to find out.

More Perfect Union

126,281 görüntüleme • 1 yıl önce

In the next two years, AI data centers will not only cause electric bills to soar, but are expected to generate the same emissions as driving over 300 billion miles — or 1,600 round trips to the sun from Earth. We need a moratorium on the construction of new AI data centers.
1:54

In the next two years, AI data centers will not only cause electric bills to soar, but are expected to generate the same emissions as driving over 300 billion miles — or 1,600 round trips to the sun from Earth. We need a moratorium on the construction of new AI data centers.

Bernie Sanders

1,662,969 görüntüleme • 9 ay önce

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

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

Small Cap Snipa

116,034 görüntüleme • 9 ay önce

Tucker Carlson: BlackRock CEO Larry Fink openly admits he fears domestic uprisings against AI data centers. Carlson says elites are worried that ordinary citizens will use cheap drones to completely destroy their billion dollar AI centers. Why in the first place people need to destroy them?
1:20

Tucker Carlson: BlackRock CEO Larry Fink openly admits he fears domestic uprisings against AI data centers. Carlson says elites are worried that ordinary citizens will use cheap drones to completely destroy their billion dollar AI centers. Why in the first place people need to destroy them?

Megatron

118,622 görüntüleme • 4 ay önce

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”
4:51

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

246,933 görüntüleme • 2 ay önce

🚨BREAKING: BLACKROCK CEO LARRY FINK SAYS TRILLIONS FOR AI DATA CENTERS AND POWER GRIDS WILL HAVE TO COME FROM AMERICANS’ SAVINGS AND PENSION FUNDS SAYS “AMERICANS NEED TO THINK ABOUT GROWING WITH THE UNITED STATES”
1:21

🚨BREAKING: BLACKROCK CEO LARRY FINK SAYS TRILLIONS FOR AI DATA CENTERS AND POWER GRIDS WILL HAVE TO COME FROM AMERICANS’ SAVINGS AND PENSION FUNDS SAYS “AMERICANS NEED TO THINK ABOUT GROWING WITH THE UNITED STATES”

Midas

1,612,223 görüntüleme • 4 ay önce

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.”
1:33

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

304,450 görüntüleme • 10 ay önce

NOW - Citadel's CEO says AI has re-empowered technology departments in every business but the claims that 50% of entry-level white-collar jobs will disappear due to AI in five years is "hype," driven by the AI industry's need to justify raising billions for data centers.
3:40

NOW - Citadel's CEO says AI has re-empowered technology departments in every business but the claims that 50% of entry-level white-collar jobs will disappear due to AI in five years is "hype," driven by the AI industry's need to justify raising billions for data centers.

Disclose.tv

1,130,363 görüntüleme • 8 ay önce

ChatGPT connecting to external data sources offers a glimpse into what AI interoperability looks like. Ask any question in ChatGPT and it can now pull data from Box. The future of AI is AI Agents that can access your systems and data to complete any task for you.
0:43

ChatGPT connecting to external data sources offers a glimpse into what AI interoperability looks like. Ask any question in ChatGPT and it can now pull data from Box. The future of AI is AI Agents that can access your systems and data to complete any task for you.

Aaron Levie

57,745 görüntüleme • 1 yıl önce

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47
2:42

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47

The Hill & Valley Forum

11,241 görüntüleme • 6 ay önce

EMMER: Our enemy -- China -- is trying to stop us from beating them in the AI war by frustrating our ability to build data centers BARTIROMO: Yeah. It is an industrial revolution part 2 with the amount of jobs and build out from these data centers, and it's certainly helping the economy as well
0:39

EMMER: Our enemy -- China -- is trying to stop us from beating them in the AI war by frustrating our ability to build data centers BARTIROMO: Yeah. It is an industrial revolution part 2 with the amount of jobs and build out from these data centers, and it's certainly helping the economy as well

Aaron Rupar

54,080 görüntüleme • 1 ay önce

OpenAI Sebastian Bubeck says deep expertise is more important than ever in the AI age to get maximum value from AI, you need enough real understanding to describe the problem clearly "this creates the gap between people who keep studying and those who rely too much on AI"
0:44

OpenAI Sebastian Bubeck says deep expertise is more important than ever in the AI age to get maximum value from AI, you need enough real understanding to describe the problem clearly "this creates the gap between people who keep studying and those who rely too much on AI"

Haider.

32,596 görüntüleme • 7 ay önce

Byron Donalds is openly pushing for large AI data centers to be built across rural counties in Florida. He claims he has spoken with local leaders who all support bringing in a data center. He also says he is personally offended by the negative public reaction to data centers. Donalds has received millions of dollars from pro-AI Super PACs.
0:38

Byron Donalds is openly pushing for large AI data centers to be built across rural counties in Florida. He claims he has spoken with local leaders who all support bringing in a data center. He also says he is personally offended by the negative public reaction to data centers. Donalds has received millions of dollars from pro-AI Super PACs.

Shadow of Ezra

180,454 görüntüleme • 5 ay önce