Syz the moment

zerohedge: "The money is not the problem: AI is the new global arms race, and Capex will eventually be funded by governments (US and China). If you want to know why gold/silver/bitcoin is soaring, it's the "debasement" to fund the AI arms race. But you can't print energy".

Source: Omkar @psomkar1

When the world’s most valuable tech CEO says the US might lose the AI race, people listen. At the FT’s Future of AI Summit, Huang didn’t hold back: ⚙️ China’s advantage → lower energy costs + looser regulations. ⚡ “Power is free” — local governments are literally subsidizing electricity for data centers (ByteDance, Alibaba, Tencent). 🇨🇳 Chinese firms are ramping up domestic AI chips — even if they’re less efficient than NVIDIA’s, they’re cheap to run. 🇺🇸 Meanwhile, the US faces export bans, fragmented AI rules, and what Huang calls “cynicism.” His message? “We need more optimism.” The irony: The US bans NVIDIA’s best chips from China to protect its lead. But by doing so, it might be accelerating China’s self-reliance. Huang’s warning hits hard: regulation, energy policy, and mindset could decide who truly leads in AI — not just who has the best chips. 💬 What do you think — is Huang right? Will policy and power matter more than chips and code in the next phase of the AI race? See the link to FT article >>> https://lnkd.in/eas5VKjj

"Stop thinking of your job as 1 big thing. Instead, think of your job as a bundle of tasks" "In the future, managing robots will be more important than managing humans" "GPT is the new MBA" Source: @Uncle Shaan on X

Source: Tar ⚡@itsTarH

At the APEC CEO Summit in South Korea, Jensen Huang painted a powerful picture of what’s happening in AI right now — and why growth might only accelerate from here. He explained it simply: “The AIs get better. More people use it. More people use it — it makes more profit. More profit creates more factories. More factories create better AIs. And the cycle repeats.” That’s the AI virtuous cycle — a self-reinforcing loop driving innovation, usage, and investment at record speed. 💡 The result? Smarter models → More adoption → Bigger profits → Massive infrastructure buildouts → Even smarter models. It’s not just hype, it’s momentum. Big Tech is pouring billions into AI infrastructure, fueling this cycle and redefining how fast industries evolve. Source: CNBC

• Stargate $500 billion • Nvidia $100 billion • AMD $100 billion • AWS $38 billion • Intel $25 billion • TSMC $20 billion • Microsoft $13 billion • Broadcom $10 billion • Oracle $10 billion ➡️ Total Value: $816 billion Source: Morning Brew ☕️@MorningBrew

Great chart from @WarrenPies highlighting the recent divergence. Source: Bob Elliott @BobEUnlimited