On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor's attention. "9 data centers went offline or they went to backup power. And when the grid came back up, the grid was expecting the data centers to be there and they weren't."... Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts
Amazon turned in a great Q1, but it's just getting started.
The market hasn't priced in the huge opportunity in Amazon's robotics technology.
Google Cloud grew 63% in the first quarter, well ahead of Microsoft Azure's 40% and AWS's 28%. Google Cloud's backlog nearly doubled in three months to over $460 billion.
The company is already generating billions of dollars thanks to the AI boom.
Nvidia's shareholders should be celebrating.
Amazon, CoreWeave, and Oracle can thrive with or without deals from OpenAI.
Allison Ellsworth, co-founder of prebiotic soda brand Poppi, has a story that should reset how operator-investors think about marketing spend. Sitting down one Friday night with wet hair after a shower, she filmed a single TikTok telling her own story. The script was simple: "Hi, I'm Allison. Poppi has 5 grams of sugar. And I... Poppi's Allison Ellsworth: 'We Did $100,000 While We Were Sleeping' From 1 TikTok Video
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) led the first wave of AI enthusiasm with its powerful GPUs.