A demanda por Inteligência Artificial impulsiona uma nova fronteira tecnológica: os semicondutores de energia. 🔌
• Alta eficiência energética
• Essencial para Data Centers de grande escala
• Novo pilar de crescimento para o setor de hardware
A demanda por Inteligência Artificial impulsiona uma nova fronteira tecnológica: os semicondutores de energia. 🔌
• Alta eficiência energética
• Essencial para Data Centers de grande escala
• Novo pilar de crescimento para o setor de hardware
🔍 Neues Rating von BOTSI®‑Advisor: American Superconductor wurde von Rang 150 herabgestuft.
- Die genauen Gründe bleiben vage, doch neue Markt‑ und Finanzanalysen scheinen entscheidend.
- Für Anleger bedeutet das ein Hinweis, Positionen zu prüfen und mögliche Kursanpassungen zu erwägen.
@174725
RE
the U.S. allowing #Nvidia to sell #chips to #China
As #scottgalloway mentions a few times each month, it's the #Trump #instability that effects #techinvestments
They talk about #trumpadministration erratic policy of chips to China
First, not sell high level chips to China, then, YES, sell some...then, NO export, then ok...then... not ok.... WTF
#JohnNichols and #ProfGMarkets Ed Elson
#MSNOW Dec 12 2025 #KatyTur
Trump admin ‘doesn’t have a strategy’ on AI
7min video
How much revenue is needed to justify the current AI spend?
https://pracap.com/an-ai-addendum/
#HackerNews #AIRevenue #AIspending #BusinessStrategy #TechInvestments #FinancialAnalysis
Last month, I chose to strip away all the hubris around AI and ask one simple question, one that oddly no one had really bothered to ask; how much revenue is needed to justify the current level of capex spend and give AI investors a return on their capital?? I clearly hit a nerve in […]
NVIDIA's $100 billion bet on OpenAI means 10 gigawatts of AI data centers are coming.
My laptop fan just started spinning in sympathy. Is this the point where we start measuring national GDP in GPU clusters?
#AI #NVIDIA #OpenAI #TechInvestments #FutureTech
https://www.engadget.com/ai/nvidia-is-investing-up-to-100-billion-in-openai-to-build-10-gigawatts-of-ai-data-centers-175159134.html?src=rss
The NFL star running back is building a portfolio of startups and redefining what it means to be a modern athlete.
💻 Google stanzia $14 miliardi per server in appena tre mesi! Un'espansione geek davvero spettacolare. #GooglePower #TechInvestments
🔗 https://www.tomshw.it/business/google-spende-14-miliardi-in-server-in-soli-91-giorni-2025-07-25