Podcasts about mgx

In this episode of Karma School of Business, Sean Mooney continues the Elements of Value series, exploring what private equity professionals focus on when evaluating businesses that have the potential to thrive. You'll hear from: 0:49 - Vinay Kashyap of MainSail Partners on identifying bootstrap B2B software companies with strong growth potential, durable customer value propositions, and resourceful entrepreneurs. 6:19 - Kristin Johnson of Altamont Capital Partners on how her firm assesses market opportunities, team capabilities, alignment with founders, and introduces the concept of a "red team" to bring rigor to investment processes. 12:19 - Trent Hickman of VSS on partnering with founder-led businesses, the importance of management integrity, shared vision, and identifying "multiple ways to win." 20:50 - Misha Logvinov of MGX on the critical role of leadership quality, adaptability during change, and building a robust technology infrastructure that supports scalability and innovation. To listen to Vinay, Kristin, Trent or Misha's full podcast episode, go to https://www.bluwave.net/podcasts. To get connected to a world-class, perfect-fit service provider from our curated network, go to https://www.bluwave.net/start-a-project.

R&D initiatives underscore companies' commitment to co-developing new cooling, power, building management and control systems for digital and physical AI data centres Partnership will underpin Europe's AI infrastructure ambitions, aligning with the EU Commission's 'AI Continent Action Plan' and its 'InvestAI' initiative Schneider Electric, the leader in the digital transformation of energy management and automation, today announced it is collaborating with NVIDIA to serve the growing demand for sustainable, AI-ready infrastructure. Together, Schneider Electric and NVIDIA are advancing research and development (R&D) initiatives for power, cooling, controls, and high-density rack systems to enable the next generation of AI factories across Europe and beyond. Schneider Electric AI Factories With NVIDIA This unique global partnership, announced during NVIDIA GTC Paris, brings together the world leaders in sustainability and accelerated computing to support the European Union's AI infrastructure ambitions and its "InvestAI" initiative, which plans to mobilize a €200 billion investment in AI. Leveraging its expertise in AI-ready infrastructure, sustainability, and grid coordination, Schneider Electric and NVIDIA are together responding to the European Commission's "AI Continent Action Plan," which outlines a shared mission to set up at least 13 AI factories across Europe, while establishing up to five AI gigafactories. "Schneider Electric and NVIDIA are not just partners - our teams are driving advanced R&D, co-developing the infrastructure needed to power the next wave of AI factories globally," said Olivier Blum, CEO of Schneider Electric. "Together, we've seen tremendous success in deploying next-generation power and liquid cooling solutions, purpose-built for AI data centres. This strategic partnership - bringing together the world leaders in sustainability and accelerated computing - allows us to further accelerate this momentum, pushing the boundaries of what's possible for the AI workloads of tomorrow." "AI is the defining technology of our time - the most transformative force reshaping our world," said Jensen Huang, founder and CEO, NVIDIA. "Together with Schneider Electric, we are building AI factories: the essential infrastructure that brings AI to every company, industry, and society." Announces New NVIDIA-Enabled Infrastructure Solutions In support of today's announcement, Schneider Electric has also unveiled a suite of new AI-ready data centre solutions, including new EcoStruxure Pod and Rack Infrastructure. Designed to accelerate AI developments globally, the Prefabricated Modular EcoStruxure Pod Data Centre is a scalable, pod-based architecture, enabling rapid AI data centre deployment. As part of this, a new Schneider Electric Open Compute Project (OCP) inspired rack system has also been developed to support the NVIDIA GB200 NVL72 platform that uses the NVIDIA MGX modular architecture, integrating Schneider Electric into NVIDIA HGX and MGX ecosystems for the first time. These new announcements build on a series of milestones shared by the two global leaders earlier this year, including Schneider Electric and ETAP unveiling the world's first digital twin for electrical and large-scale power systems in AI factories using the NVIDIA Omniverse Blueprint. Together, Schneider Electric and NVIDIA have also co-developed a series of full electrical and liquid cooling-based reference designs as an approved CDU vendor for NVIDIA - many of which also include solutions from Motivair's liquid cooling portfolio, following its acquisition by Schneider Electric in March 2025. Through this expanded and deepened strategic partnership, Schneider Electric and NVIDIA will continue to accelerate their infrastructure initiatives, fast-tracking new product rollouts and reference designs to build the AI factories of the future. About Schneider Electric Schneider's purpose is to create Impact by empowering all to make the most of our energy...

HEADLINES:♦ Huda Kattan Has Officially Reclaimed Full Ownership of Huda Beauty♦ Mubadala Emerges as World's Most Active Sovereign Fund in May♦ Ex-Lebanese PM Saad Hariri Launches Abu Dhabi-Based AI Investment Firm♦ Kuwait Joins $30B Global AI Push Backed by Microsoft, MGX, and xAI

Aujourd'hui, focus et retour sur un voyage qui a fait beaucoup parler. Il s'agit de la tournée de Donald Trump au Moyen-Orient la semaine dernière.Il était accompagné par les plus grands patrons de la tech américaine, comme Elon Musk, Sam Altman ou Jensen Huang, le patron de Nvidia.Ce déplacement stratégique pourrait déboucher sur des contrats colossaux, surtout autour de l'intelligence artificielle. Je vous explique tout cela en trois points.Transformer la richesse pétrolière en investissements dans les technologies de pointePremier point, cette délégation prestigieuse illustre la volonté des pays du Golfe, notamment l'Arabie saoudite, le Qatar et les Émirats arabes unis, de transformer leur richesse pétrolière en investissements colossaux dans les technologies de pointe.L'intelligence artificielle est donc forcément au cœur de leurs ambitions. A donc été annoncé la création d'une nouvelle structure baptisée « Humain », et dédiée au développement d'infrastructures d'IA et de cloud computing.Humain n'est rien d'autre qu'une émanation du Fonds public d'investissement de l'Arabie saoudite, qui gère plus de 900 milliards de dollars d'actifs.L'objectif de cette société placée sous le patronage de l'influent prince Mohammed Ben Salmane est d'investir dans des data centers, des infrastructures d'IA et des capacités de cloud pour développer l'IA made in Arabie saoudite.Cette annonce n'est donc pas qu'une question de mots. Il s'agit aussi de chiffres très impressionnants.1 000 milliards de dollars de contrats signésOn parle d'un total d'environ 1 000 milliards de dollars de contrats signés par ces pays du Golfe Persique au profit des géants américains de la technologie. Des contrats qui couvrent les secteurs économiques de la défense et de la technologie.Nvidia s'est ainsi déjà allié avec « Humain » pour déployer des « usines IA » équipées de 18 000 puces GPU Blackwell. AMD de son côté a signé un contrat de 10 milliards pour fournir ses propres processeurs.Amazon enfin prévoit un investissement de 5 milliards pour construire des data centers dans la région.Un changement politique majeur aux États-UnisEnfin, troisième point, ce grand mouvement a été rendu possible par un changement politique majeur aux États-Unis.L'administration Trump a levé certaines restrictions sur l'exportation de semi-conducteurs de dernière génération, auparavant très strictes sous l'ère Biden, permettant à ces entreprises américaines de vendre leurs technologies de pointe au Moyen-Orient.De quoi attirer même OpenAI, dirigée par Sam Altman. L'entreprise est sur le point d'annoncer des investissements aux Émirats arabes unis, via MGX, le fonds de la famille royale émiratie.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

YZBH 29 Haber Konularımız;1. Moda hâlâ bir zanaat mı, yoksa artık sadece iyi yazılmış bir prompt mu?Louis Vuitton'un AI ile şekillenen Federer ve Nadal'lı kampanyasından Mango'nun %100 AI ile hazırladığı gençlik koleksiyonuna, Stella McCartney'den Gucci'ye kadar lüks markalar bir süredir podyumu algoritmalara devretmiş durumda.2. Adobe, şeffaf arka planlarla videolar üretebilen yapay zeka dünyasında çığır açan bir araç olan TransPixar AI'yı tanıttı.

Crypto dealmaking sees notable activity. Coinbase plans to acquire derivatives exchange Deribit for $2.9 billion, the largest deal in the crypto sector, comprising $700 million in cash and 11 million shares of Coinbase stock. This acquisition aims to enhance Coinbase's position in the crypto options market and integrate with Deribit to influence crypto markets. The trend of mergers and acquisitions continues in the industry, driven by the re-election of President Donald Trump and expectations for relaxed regulations. Ripple intends to acquire brokerage firm Hidden Road for $1.25 billion after a legal case against them ended. Cryptocurrency exchange Kraken aims to acquire retail futures trading platform NinjaTrader for $1.5 billion. Venture funding for crypto and blockchain startups reached $3.8 billion in Q1 across 220 deals, up from $1.6 billion in the previous quarter. Binance secured a $2 billion investment from MGX, the largest single investment in a crypto company.Learn more on this news visit us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of Karma School of Business, Sean Mooney sits down with Misha Logvinov, Managing Director and New York Office Lead at MGX, to discuss the essential lessons he's learned throughout his entrepreneurial journey and private equity career. Together, they explore actionable insights on leadership, adaptability, and leveraging technology for value creation in private equity and beyond. Episode Highlights: 1:19 - Misha's Early Journey: Growing up in post-Soviet Russia, launching entrepreneurial ventures as a teen, and transitioning to Silicon Valley during the dotcom boom. 7:22 - Entry into Private Equity: Misha describes his unplanned move into private equity after years as a tech operator and entrepreneur. 13:43 - Hallmarks of Great Companies: Key factors Misha looks for in businesses poised for success, including strong leadership, adaptability, and robust tech infrastructure. [00:18:31] Value Creation at MGX: How MGX helps portfolio companies grow by integrating cutting-edge AI and data strategies. [00:23:16] Actionable Advice: Misha highlights the importance of prioritizing data readiness, embracing AI for operational improvement, and rethinking leadership approaches for the future. [00:33:44] Advice to Younger Self: Misha reflects on the importance of balancing drive with kindness while pursuing high performance. For more information on MGX, go to https://www.mgx.ae/en For more information on Misha Logvinov, go to https://www.linkedin.com/in/mlogvinov For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

HEADLINES:- MrBeast Signs Riyadh Season Deal- Saudi CEO Warns Against Misleading Digital Consultants- Dubai Real Estate Market Starts Strong in 1Q 2025- US May Ease Nvidia Chip Restrictions for UAE- Trump stablecoin is being used in a $2B investment from MGX into Binance

It's come a long way from its game developer roots and the NVIDIA GPU Technology Conference (GTC) 2025 edition was so well attended, it was straining the capacity of the San Jose Convention Center, its long-term home. John Abbott returns to discuss what debuted and the implications with host Eric Hanselman. NVIDIA has taken a starring role in AI and this year's GTC had all of the glitz of a Hollywood production – CEO's of major tech partners delivered a video tribute and Disney-designed robots cavorted on stage with CEO Jensen Huang. The event reinforced the extent to which NVIDIA has become a systems and software company, rather than simply a supplier of high performance silicon. The event highlighted not only new GPU's and rack-scale compute systems, but also countered the concerns around declines in GPU demand raised by the release of the DeepSeek AI models. The shift to reasoning models for AI is expected to drive further demand. The impacts on energy consumption and associated pressure on energy transition plans weren't mentioned, but are a large part of the larger discussion around AI. More S&P Global Content: SoftBank, OpenAI, Oracle and MGX commit to $100B for Stargate AI infrastructure Semiconductor Digest: A roundup of the latest developments Next in Tech | Ep. 206: NVIDIA quarterly earnings For S&P subscribers: NVIDIA pushes broader AI infrastructure story with Blackwell Ultra, full stack software NVIDIA takes commanding revenue lead in semiconductor space Tech is priced to move Generative AI Digest 25: A roundup of latest breakthroughs and developments Credits: Host/Author: Eric Hanselman Guest: John Abbott Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

HEADLINES:- UAE Central Bank Unveils New Dirham Symbol- UAE's Sukuk Top in the World as Emaar and Aldar Lead Global Rally- e& Sells, MGX and Silver Lake Buy Stake in Khazna Data Centers

HEADLINES:- Ben & Jerry's Accuses Unilever of Silencing Support for Gaza- Musk's xAI is joining MGX, Microsoft, Blackrock for their $30B AI Plan- HH Sheikh Tahnoon Meets Elon Musk, and Oracle's Larry Ellison- Vertical Integration – Majid Al Futtaim's Retail Empire

Blockchain DXB & Society X - LinkedIn LiveUnfiltered Chat–Weekly Crypto, Blockchain & AIDate & Time: 09:30 am GST, 20th March 2025Hosts:Markose Chentittha (Oort Foundation + Society X)RA George (Blockchain DXB + Bitcoin DXB )FOMC meeting 19th March -02:20pm ET / 10:00 pm GSTWe discussed this in the last sessionJerome Powell Increase interest - Bad for BTC & Crypto (Very Unlikely)Keep it the same - Good for BTC & Crypto ( Very Likely)Reduce it - Great for BTC & Crypto (Slighly unlikely BUT possible if Trump pressures himWhat happened is Keep it the same - Good for BTC & Crypto ( Very Likely)Official website https://www.federalreserve.gov/newsevents/pressreleases/monetary20250319a.htm Official speech by Jerome Powell here https://www.youtube.com/watch?v=EiHy5if2NLs Points about TariffsQ & AA survey done by FED says inflation may be linked to Tariffs (House and Business )Depends on who has done the surveyJerome Powell - Extremely difficult to calculate how tariffs will impact inflationPolicies are in a good place to make any changesShould the FED be abolished?EOS rebrands to Vaulta Official info here https://shorturl.at/l2XBMVaulta: Opening the Gateway to Web3 BankingVaulta Banking Advisory Council: Bridging Traditional Finance and Web34 pillarsWealth ManagementConsumer PaymentsPortfolio InvestmentInsuranceThe Financial Network for Web3 BankingEnterprise-Ready Smart Contracts- Direct Bitcoin Integration via exSat- Decentralized On-Chain RAM Database- Cross-Chain Liquidity & Seamless Interoperability- 1s Transaction FinalityThoughts on this?Dan Larimer's SCAM? lolWhite House to Acquire BTC - article by Decrypt Most likely #fakenewsNo Official sourcesThe Executive Order clearly states - not a single penny will be used to buy BitcoinAttendees are saying Bo Hines, Executive Director of the Presidential Working Group on Digital Assets confirmed thisNo names of attendees Pavel Durov departs France and is now in DubaiTokens pumped up in pricesTON is up by 17%Telegram has fully committed to The Open Network (TON), dropping support for all other blockchains.Tucker Carlson interview (before the arrest)Praised Dubai Bank of Korea - South Korea's Central Bank rejected BTC as reservePoliticians in favour (Both parties in favour)Democratic Party of Korea (DPK):People Power Party (PPP)Central Bank not in FavourWill it become a political issue in the South Korean election?The next election could happen this year (1st Half of 2025 OR March 3rd 2027)SUI ETF by Canary CapitalCanary Capital back to-back-to-back ETF applicationsGrayscale and VanEck back Sui's scalable blockchain, driving adoptionVery high chance of getting approvedJFK Files and Epstein files will they impact the Crypomarket?Scanned documents 80,000 on the Blockchain?Crypto Market snapshotPancakeswap volume Stablecoin volume - extremely lowUAE newsBinance raises $2 billion from Abu Dhabi-based MGXThe entire payment was done in the stablecoinJust one transaction - NOT ENTIRELY SURE thoughRipple Secures First DFSA Blockchain Payments LicenseAI Infrastructure Partnership - $180BCompanies involvedBlackRock, Microsoft, MGX, NVIDIA, xAI, GE Vernova & NextEra Energy - Abu Dhabi https://www.mediaoffice.abudhabi/en/technology/established-by-mgx-blackrock-global-infrastructure-partners-and-microsoft-the-ai-infrastructure-partnership-expands-to-include-nvidia-and-xai/ ADQ + Energy Capital to launch $25B deal in USAhttps://www.mediaoffice.abudhabi/en/energy/adq-and-energy-capital-partners-to-launch-us25bn-investment-partnership-in-us-to-expand-power-generation-for-energy-intensive-industries/ Markose UpdatePodcast updateOort FoundationBlockchain DXBThe Bitcoin DXB website should be up next weekThe Race Space PodcastInterview with Spartan Ambassador

20th March: Blockchain DXB podcast

xAI en Nvidia sluiten zich aan bij het AI-infrastructuurproject van investeringsmaatschappijen Blackrock en MGX. Samen willen de bedrijven 30 miljard dollar ophalen om te investeren in hoofdzakelijk Amerikaanse AI-infrastructuur. Niels Kooloos vertelt erover in deze Tech Update. Het project, genaamd 'AI Infrastructure Partnership', lijkt sterk op de samenwerking die OpenAI, Softbank, Oracle en MBX eerder zijn aangegaan onder de naam 'The Stargate Project'. Dit initiatief staat onder leiding van president Donald Trump en moet in eerste instantie 100 miljard dollar investeren in Amerikaanse AI-infrastructuur. Verder in deze Tech Update: De persoonsgegevens van honderden Nederlandse militairen zijn gemakkelijk te achterhalen via Strava De iPhone van de toekosmt heeft misschien geen oplaadpoort meer See omnystudio.com/listener for privacy information.

O "Ulrich Responde" é uma série de vídeos onde respondo perguntas enviadas por membros do canal e seguidores, abordando temas de economia, finanças e investimentos. Oferecemos uma análise profunda, trazendo informações para quem quer entender melhor a economia e tomar decisões financeiras mais informadas.00:00 - Hoje no Ulrich Responde...01:01 - Como proteger o valor investido nos EUA da desvalorização do dólar?04:28 - Qual a vantagem de se expor em stablecoin?06:42 - Por que culpam os empreendedores da inflação?08:19 - O Bitcoin se valoriza em um cenário de inflação?10:05 - O Brexit americano?11:56 - Não é melhor desregulamentar a indústria interna invés de guerra tarifária?13:50 - Direita em euforia com 202617:12 - ETFs de Bitcoin são uma boa solução?18:13 - Brasil se mantendo longe de conflitos pode se desenvolver?19:27 - Vou morar na Italia, mando todo o meu dinheiro para lá?22:32 - Selic 15% é o pico? O que vem depois?24:22 - Trump está perdendo popularidade?25:49 - Como a China controla a taxa de câmbio?26:43 - Na próxima recessão o dólar pode se desvalorizar?29:52 - Os pequenos empresários vão resistir?30:46 - Cisne negro chegando?31:08 - Mais uma recomendação de filme31:49 - Qual a jogada entre a MGX e a Binance?32:34 - Trump vai forçar o Fed a cortar juros?32:47 - Como perder o medo de empreender?33:40 - O que você lê além de economia e investimentos?

Episode OverviewWelcome to a special AI-powered episode of the Blockchain DXB Podcast, part of our AI Takeover series! This episode is 100% AI-generated using Notebook LM by Google, diving into today's top stories in the blockchain and cryptocurrency world.According to Decrypt, the new U.S. administration is considering buying Bitcoin.Bo Hines, Executive Director of the Presidential Working Group on Digital Assets, mentioned at a private roundtable that the administration aims to acquire as much Bitcoin as possible.No official confirmation has been released yet. SourceThe Kentucky Senate passed a bill protecting Bitcoin self-custody and mining rights.Key Provisions:Self-Custody Rights: Ensures individuals can use and store Bitcoin in self-hosted wallets.Mining Protection: Local governments cannot unfairly regulate digital asset mining businesses.Exemption from Money Transmitter Licensing: Home miners and mining businesses are exempt.Clarification on Securities Laws: Mining and staking services are not classified as securities.The bill is now heading to the Governor's desk for final approval.Telegram CEO Pavel Durov has been released after seven months in France following his arrest.Toncoin's open interest surged by 67% to $169 million.TON's price jumped 17% to $3.45.His legal troubles over alleged illicit transactions previously caused a 32% OI spike.Telegram is now fully committed to The Open Network (TON) and has dropped support for all other blockchains. SourceDeutsche Boerse's Clearstream will launch crypto settlement and custody for institutions this year.Services will start with Bitcoin & Ethereum, expanding to staking & lending.The move comes amid increasing demand from institutional clients.The initiative is in collaboration with Deutsche Boerse's Crypto Finance and aligns with MiCA regulations. SourceRipple secures Dubai's first DFSA Blockchain Payments License.Binance raises $2 billion from Abu Dhabi-based MGX.For slides, click hereIf you enjoy Blockchain DXB and want to support the podcast, consider subscribing, sharing, and donating!Connect with us: LinkedIn Profile

Новости на радио «Русские Эмираты» в Дубае:- В Дубае, на площадке РЭУ им. Г. В. Плеханова, состоится третий поэтический вечер «Poetfest: 10 лет от Санкт-Петербурга до Дубая».- Государственная инвестиционная компания MGX, базирующаяся в Абу-Даби, объявила о покупке миноритарной доли в криптовалютной бирже Binance за US$ 2 млрд. Средства будут предоставлены в стейблкойнах. Сделка станет крупнейшей в истории инвестицией в криптовалюте.

Join January Jones and Richard Carthon on this episode of 'Hot Topics on the Edge of Show' as they dive into the latest Web3 news. Special guest Ian Utile, founder of ÂTTN.LIVE and producer of Web3AI, shares insights on the inaugural White House Crypto Summit and its impact on the industry. The episode also covers a record-breaking $2 billion investment in Binance by MGX, the formation of a Global IP Meme Universe, and a preview of the upcoming Digital Assets Summit 2025 in NYC. Stay curious, stay innovative, and get ready to explore the hottest topics in the Web3 world!Support us through our Sponsors! ☕

Gm! This week we're back with another weekly roundup. We discuss why are markets so bearish as both TradFi & crypto continue grinding lower. We deep dive into why this cycle is so different, MGX's $2 billion investment in Binance, how to value protocols, the state of VC in crypto & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains. Deeply rooted in its mission to advance personal freedom for all, the ZKsync technology makes digital self-ownership universally available. To learn more about ZKsync, visit http://www.zksync.io -- Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world's crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now at www.Ledger.com -- Mantle is evolving into the premier on-chain financial hub, supercharging the ecosystem that bridges blockchain with banking. The 2025 roadmap introduces three transformative products: - Enhanced Index Fund (launching Q1) offering optimized crypto exposure to BTC, ETH, SOL and USD with built-in yield optimization - targeting $1B AUM - Mantle Banking for seamless financial services - MantleX for AI-powered innovation Backed by a $4.5B treasury, Mantle is building the future of on-chain finance – accessible for everyone. Learn more: https://x.com/Mantle_Official/status/1882017058680086805 -- AO Mainnet is LIVE! Experience the future of decentralized computing: infinite parallel processing, secure TEE-powered computations, and LLMs in smart contracts. Built on Arweave, AO's modular design shatters scalability limits. 100% of tokens are distributed to Arweave holders and bridge depositors, with a fixed supply and halving. Explore AO today: https://ao.arweave.dev -- Timestamps: (00:00) Introduction  (00:44) Why Are Markets So Bearish? (11:55) Ads (Skale & ZKSync) (13:41) Sandwich Attacks (20:06) MGX Invests $2 Billion Into Binance (26:17) Ads (Skale & ZKSync) (28:03) Crypto's 2024/25 Cycle (37:02) Ads (Ledger, Mantle, Arweave) (39:28) How To Value Protocols? (50:41) The State Of VC In 2025 -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we cover Trump's tariff strategy, correlations between TradFi and DeFi yields, and stablecoin growth. We also discuss Binance's $2B investment from Abu Dhabi's MGX, and the implications of Trump's Digital Asset Summit. Additionally, we explore the changing psychology of crypto cycles, the challenges of building in bear markets, and the importance of regulatory advocacy for DeFi.  Thanks for tuning in! -- Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.  To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz -- Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.  To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast -- Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation. Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X! -- Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you're an individual, fund, fintech, or institution, Morpho is for you. Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9 -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (2:35) Trump's Tariff Strategy (6:05) Correlations Between TradFi and DeFi Yields (11:19) Ads (Aptos & Marinade) (11:48) Outlook For the Rest of 2025 (17:34) Building During Bearish Conditions (25:36) Ads (Aptos & Marinade) (26:48) Speculation Drives Early Activity (29:50) Abu Dhabi's MGX Invests in Binance (35:58) Ads (Desk & Morpho) (36:52) Reactions to Trump's Crypto Summit (46:13) Advocating For DeFi -- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

Today's blockchain and cryptocurrency news  Bitcoin is up slightly at $82,924 Eth is up slightly at $1,897 XRP, is up slightly at $2.28 Abu Dhabi's MGX invests in Binance SEC delays decisions for several crypto ETFs Indian authorities arrest Garantex-linked individual MEV bot extracts value from Uniswap V3 trade Bankrbot devs disable Grok interactions Ripple gets approval in Dubai Rumble discloses $17M in bitcoin holdings. Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Christine Lee breaks down the latest news in the crypto industry as an Argentine lawyer seeks an interpol red notice for Libra memecoin co-founder Hayden Davis.An Argentine lawyer seeks an interpol red notice for Libra memecoin co-founder Hayden Davis. Plus, Hyperliquid loses $4M after a whale's $200M ether trade unwinds, and Binance receives $2 billion investment from Abu Dhabi-based MGX. CoinDesk's Christine Lee hosts "CoinDesk Daily."-Friends, DeFi is having a moment — Uniswap Labs' web app and wallet connect you to the excitement. Swapping and bridging are simple, low cost, and lightning fast across 13 chains, including Base, Arbitrum and Unichain, the new Layer 2 network designed for DeFi.Thanks to deep liquidity on Uniswap Protocols, you get minimal price impact on every trade, now with even greater efficiency through Uniswap v4.Swap, send, on-ramp, off-ramp, and bridge into a bright future — get started at uniswap.org.-This episode was hosted by Christine Lee. “CoinDesk Daily” is produced by Christine Lee and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sam Fenwick takes a closer look at Germany's changing economic landscape. In an exclusive interview with the BBC, the President of the central bank of Germany outlines how Germany and the EU plan to navigate today's extraordinary challenges. Plus, Donald Trump has escalated a growing trade dispute, threatening a 200% tariff on EU alcohol imports. And in a record-breaking deal, Abu Dhabi's state-owned MGX has invested $2 billion in Binance, the world's largest cryptocurrency exchange. What does this mean for the future of crypto and the region's role in the digital economy?

Ripple secures its first Middle East license in Dubai, Binance lands a $2B investment from MGX, and OKX expands in Europe. The SEC delays crypto ETF decisions, while Russia proposes a high-net-worth investor crypto program. Bolivia turns to crypto for energy payments amid a dollar shortage. Crypto regulations keep shifting globally.RESOURCEShttps://www.theblock.co/post/346053/ripple-gains-regulatory-approval-to-tap-uaes-40-billion-cross-border-payments-market?utm_source=telegram1&utm_medium=socialhttps://www.theblock.co/post/345970/sec-delays-etf-filings-for-dogecoin-xrp-and-others-as-agency-awaits-paul-atkins-confirmation?utm_source=rss&utm_medium=rsshttps://www.coindesk.com/policy/2025/03/12/okx-europe-acquires-mifid-ii-licensed-company-in-maltahttps://www.theblock.co/post/345932/binance-secures-2-billion-investment-from-abu-dhabis-mgx-in-landmark-crypto-deal?utm_source=rss&utm_medium=rsshttps://www.coindesk.com/business/2025/03/12/bolivian-state-energy-firm-to-use-crypto-to-pay-for-imports-reutershttps://www.coindesk.com/policy/2025/03/12/bank-of-russia-proposes-limited-crypto-investment-pilot-for-high-net-worth-investorsSecure your Business & Digital Life with Cyber Strategy Institute https://www.thegrowmeco.com/course/https://cyberstrategyinstitute.com/warden/ https://csi-store.samcart.com/products/wardenguard-personal-1device-annual/?coupon=DCN_Warden WHERE TO FIND DCNDailyCryptoNews.Net https://twitter.com/DCNDailyCrypto Trader Cobb X: @TraderCobbEditing Services https://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! ©Copyright 2024 Matthew Aaron Podcasts LLC Hosted on Acast. See acast.com/privacy for more information.

幻冬舎の暗号資産（仮想通貨）/ブロックチェーンなどweb3領域の専門メディア「あたらしい経済 www.neweconomy.jp/ 」がおくる、Podcast番組です。 ーーーーー 【番組スポンサー】 この番組は、モジュール型のイーサリアムL2チェーンを提供する次世代金融インフラ「Mantle」の提供でお届けします。 【Mantle】 Mantleは、モジュール型のイーサリアムL2チェーンを提供する次世代金融インフラ。Mantle Networkには、DeFi・ゲーム・NFTなど多数のDAppsが展開中。28億ドルを超えるDAOのトレジャリーが、Mantle NetworkやmETH Protocolをはじめ、多数のパートナーを支援しています。信頼、透明性、そして革新を携えたMantleと共に、次世代の経済に参加しませんか？ Web3/DeFiの未来を、Mantleと共に。 ーーーーー 【Mantle 関連リンク】 Website: https://www.mantle.xyz/ja Discord : https://discord.com/invite/0xmantle Twitter:https://x.com/0xmantlejp Medium :https://medium.com/0xmantle-jp TG: https://t.me/mantlenetwork/69759 Email: marketing@mantle.xyz ーーーーー 【紹介したニュース】 ・アブダビの政府系投資会社MGX、バイナンスへ20億ドル出資、暗号資産分野に初参入 ・ソニーとスターテイルの「Soneium」、LINEミニアプリをグローバル展開へ ・ビットフライヤー・セブン銀行・NRIら、「金融犯罪対策協会」を発足 ・ロシア中央銀行、富裕層による暗号資産投資を認める提案 ・韓国FSC、機関投資家による暗号資産投資のガイドラインを今年３Qまでに導入へ ・米下院、DeFiのIRSへの報告義務を撤廃する議案可決 ・米SEC、複数の暗号資産現物ETFの承認を延期 ・シーボーBZX取引所、フィデリティの「イーサリアム（ETH）現物ETF」のステーキング許可をSECに申請 ・ドイツ取引所傘下のクリアストリーム、機関投資家向けに暗号資産のカストディと決済サービス提供へ ・OKXが欧州機関投資家向けにデリバティブ提供へ、「MiFID II」取得で ・TISとgC Labs、ノード運営の合弁会社「Hinode Technologies」設立へ、暗号資産会計管理システム提供も視野 ・「MoveVM」で構築のイーサL2「Movement」、パブリックメインネットベータ開始 【あたらしい経済関連リンク】 ニュースの詳細や、アーカイブやその他の記事はこちらから https://www.neweconomy.jp/

Generali chiude il 2024 con utili record, il 24 aprile la partita per il rinnovo dei vertici; Dazi, Trump minaccia ritorsioni contro l'Ue; Da Magnifiche a Malefiche 7 secondo Goldman Sachs; Prada sempre più vicina all'acquisizione di Versace; Bitcoin, MGX investe 2 miliardi di dollari in Binance. Puntata a cura di Elisa Piazza - Class CNBC ➡️Qui per la Promo Primavera Learn more about your ad choices. Visit megaphone.fm/adchoices

La inteligencia artificial generativa no para de avanzar y sorprender. ¿Será que en el futuro pensaremos en el 30 de noviembre de 2022 como un mojón histórico, un antes y un después porque en aquella fecha empezó a masificarse el Chat GPT? ¿O será que esto que estamos observando es una burbuja camino a pincharse? Seguirle el tranco puede ser agotador pero, en cualquier caso, da toda la sensación de que si uno no se sube al tren de la IA, se va a quedar bastante rezagado. Repasemos, porque la velocidad es tan alta que uno puede marearse. El 21 de enero, al día siguiente de su asunción como presidente, Donald Trump anunció desde la Casa Blanca una inversión privada de US$ 500 mil millones para instalar infraestructura de IA en EEUU. Le llamaron Proyecto Stargate. Es una inversión de OpenAI, la dueña de ChatGPT, en conjunto con Oracle, gigante de la computación en la nube; con Softbank, un fondo de inversión japonés; y con MGX, un brazo de inversiones tecnológicas del fondo soberano de Emiratos Árabes Unidos. Menos de una semana después, sin embargo, una nueva aplicación de IA desbancó a ChatGPT como la app gratuita más descargada para celulares: Se llama DeepSeek y fue creada en China. Esa empresa provocó un sismo en el sector tecnológico mundial: sin mayor aviso apareció una herramienta de IA con un modelo igual de poderoso que los que ya conocemos, pero producido en forma bastante mucho más barata (y pese a que no utiliza los chips más poderosos de Ndvidia, que Estados Unidos prohibe exportar a China). Además, DeepSeek puso a disposición su código en forma gratuita, un cambio de paradigma con respecto a sus competidores. La sorpresa fue tanta que la Bolsa vio una caída pronunciada de Nvidia, la empresa número 1 en diseño de chips avanzados: perdió 18% de su valor en un solo día. Hace dos semanas conversamos con el ingeniero Eduardo Mangarelli sobre el terremoto que estaba provocando DeepSeek y, además, actualizamos una cantidad de novedades del mundo de la IA Generativa, de esas que lo dejan a uno de boca abierta. Pero, como yo decía recién, esto no para. Y en aquella nota quedaron una cantidad de puntas para seguir divulgando y analizando. Por ejemplo, ¿ustedes saben lo que son los “agentes” de IA? Por otro lado, ¿cómo está impactando toda esta revolución acá, en el sector tecnológico nacional? ¿Está preparado? ¿Está aprovechando esta ola? A propósito de estos y otros puntos profundizamos en una nueva edición de La Mesa TIC. Para eso conversamos En Perspectiva con Roberto Icasuriaga, trabaja en Microsoft, director general de Pequeña y Mediana Empresa para las Américas; Paula Martínez, cofundadora y CEO de Marvik; y Fernando Panizza, director de Innovación de Bantotal.

HEADLINES:- Egyptian Billionaire Naguib Sawiris' Media Startup in Dubai, MONIIFY, Lays Off Hundreds Just Months After Launch- Open AI's Sam Altman to stop in Abu Dhabi for MGX fundraising talks, sources say- Reuters Expands in the Middle East with New Arabic Website & Reuters NEXT leadership event

Brian Gracely, Aaron Delp, and Brandon Whichard discuss the top stories in Cloud and AI from January 2025 including the new DeepSeek model that is shaking up the industry.SHOW: 895SHOW TRANSCRIPT: The Cloudcast #895 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNETCLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS"SHOW NOTES:Link to January 2025 news and articlesSEGMENTS COVERED IN THE SHOW:Good Old Fashioned Cloud NewsThe AI Innovation Continues FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

On this episode of the Somewhat Frank Podcast, Frank Gruber (X and IG: @FrankGruber), John Guidos (IG: jgoodtimes83), and Jen Consalvo (X: @noreaster) discuss the following topics:   Egg Prices Are Sky High - Avian flu is back and hitting close to home, impacting poultry farms and sending egg prices soaring.   DeepSeek Shakes Up the AI Landscape - Chinese AI company DeepSeek dethroned ChatGPT as the #1 free app on the App Store. Markets reacted sharply, despite no independent verification of DeepSeek's claims.   What to know about 'Stargate,' the $500 billion AI infrastructure project - A $500 billion AI infrastructure initiative led by OpenAI, Oracle, SoftBank, and MGX to expand U.S. data centers.   The First Solar Data Center on the Moon - A Florida startup, Lonestar, is setting up the first-ever lunar data center.   Boom Supersonic - Boom Supersonic successfully tested its prototype jet, reaching supersonic speeds over the Mojave Desert.   Apple & SpaceX Team Up for Starlink on iPhones - Apple & SpaceX partnering to bring satellite connectivity to iPhones, which eliminates dead zones, providing coverage in remote areas.   We also upload our episodes to YouTube in video format so you can see us now. Check it out on Established YouTube, where you can subscribe to get updates when we drop a new episode at: https://soty.link/ESTYouTube  As always, thank you for listening, and feel free to reach out and let us know what you think at: somewhatfrank@est.us

Welcome to episode 289 of The Cloud Pod – where the forecast is always cloudy! Justin, Ryan, and Matt are here this week to bring you a riveting podcast on EU regulations! Are you asleep yet? No? Ok great. We promise it will be a good show – despite the title.  Titles we almost went with this week: Stargate: We're not saying its Aliens, but its $500 Billion AWS: Now with extra sessions EC2 Flex: Bigger, Badder and Probably still expensive SNS FIFO: So fast, it'll give you whiplash Azure: Now with added Legalese (Thanks, EU) OpenAI's Stargate: From Chatbots to Interdimensional Travel (maybe) GCP's Biochar Initiative: Turning Waste into… Well, Less Waste (hopefully) AWS Console Multiple Sessions: So you can prove you dropped those databases from multiple accounts Amazon still adds new features to SNS and the cloud pod is impressed AWS tries to kill chrome profiles A big thanks to this week's sponsor: We're sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You've come to the right place! Send us an email or hit us up on our slack channel for more info.  AI IS Going Great – Or How ML Makes All Its Money 01:47 Announcing The Stargate Project Open AI announced a joint investment of $500 billion dollars over the next four years building new AI infrastructure for OpenAI in the US, with the intent to deploy $100B immediately. This infrastructure will secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefits for the entire world.  The initial equity funders in stargate are SoftBank, OpenAI, Oracle and MGX.   Softbank and OpenAI are the lead partners for Stargate, with Softbank having financial responsibility, and OpenAI having operational responsibility.  Arm, Microsoft, Nvidia, Oracle and OpenAI are the key initial technology partners.  The buildout is currently underway starting in Texas, and they are evaluating potential sites across the country for more campuses as they finalize definitive agreements.  As part of Stargate, Oracle, Nvidia and OpenAI will closely collaborate to build and operate this computing system. This builds on a deep collaboration between OpenAI and NVIDIA going back to 2016, and a newer partnership between OpenAI and Oracle.  This also builds on the existing OpenAI partnership with Microsoft. OpenAI will continue to increase its consumption of Azure as OpenAI continues its work with Microsoft with this additional computer to train leading models and deliver great products and services.  “All of us look forward to continuing to build and develop AI—and in particular

Revenons aujourd'hui sur le projet Stargate, cette co-entreprise d'IA annoncée la semaine dernière par Donald Trump.Ce projet est une coentreprise entre OpenAI, SoftBank, Oracle et le fonds souverain MGX d'Abou Dhabi. Son objectif est d'investir jusqu'à 500 milliards de dollars sur plusieurs années pour développer des centres de données dédiés à l'IA aux États-Unis.Mais cette initiative soulève de nombreuses questions, notamment sur son financement et son impact sur l'écosystème technologique.La transparence financière du projet en questionSelon l'analyste Brad Zelnick de la Deutsche Bank, l'un des enjeux majeurs concerne la propriété de Stargate, sa structure financière et les sources de financement.Qui met quoi sur la table, et à hauteur de combien ? L'objectif affiché est d'investir massivement dans des centres de données pour soutenir le développement de l'IA, mais tout n'est pas encore très clair sur les modalités de financement.Un doute qui a fait réagir Elon Musk sur X, qui a simplement tweeté : "Ils n'ont pas l'argent". Réponse immédiate de Sam Altman, le patron d'OpenAI : "Faux, comme vous le savez certainement".Quel objectif pour les nouveaux centres de donnéesUne question cruciale est de savoir quelle part de leur puissance sera consacrée à l'entraînement des modèles d'IA et quelle part servira à l'inférence, c'est-à-dire l'exploitation de ces IA.C'est une distinction clé, car l'entraînement nécessite des ressources massives, tandis que l'inférence génère plus directement du revenu.De plus, cela pourrait influencer la stratégie d'investissement de Microsoft dans OpenAI et redéfinir la part des bénéfices reversés à l'entreprise de Redmond.Une victoire stratégique pour OracleBrad Zelnick souligne que cette coentreprise est une excellente nouvelle pour Oracle, qui renforce ainsi la position de son offre cloud, OCI, dans la course à l'IA face à des acteurs comme AWS et Google Cloud.En effet, plus on avance dans le développement de l'IA, plus les exigences de performance et d'échelle deviennent complexes.Oracle s'affirme donc comme un acteur incontournable dans cette évolution.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

In this episode of Rocketship.FM, we dive into one of the boldest AI initiatives ever announced: Project Stargate. Backed by tech giants like OpenAI, Oracle, SoftBank, and MGX, this $500 billion venture is set to transform AI infrastructure in the United States. With President Trump championing the project from day one of his presidency, it's being framed as a move to secure America's leadership in artificial intelligence. But the stakes are massive—so is the controversy. While figures like Larry Ellison and Masayoshi Son are rallying behind Stargate's potential, critics, including Elon Musk, aren't holding back. From concerns about funding transparency to simmering tensions between OpenAI and Microsoft, we explore the power plays, partnerships, and political maneuvering that could define the future of AI. Will this unprecedented collaboration push the boundaries of innovation—or unravel under the weight of competing agendas? Tune in as we break down what this means for tech, the economy, and the geopolitical AI race.

L'intelligence artificielle s'impose comme la technologie-clé des deux prochaines décennies, et les États-Unis entendent bien garder leur avance face à la Chine. Leur réponse ? Stargate, un projet pharaonique doté de 500 milliards de dollars sur quatre ans pour développer des infrastructures dédiées à l'IA sur le territoire américain.Lors de l'annonce officielle, Sam Altman, PDG d'OpenAI, n'a pas mâché ses mots : « C'est le projet le plus important de cette époque. » Il a souligné que cet investissement permettrait de « créer l'IA et l'IA générale aux États-Unis ». Donald Trump, fervent partisan du projet, a évoqué la création de 100 000 emplois, tandis qu'Altman promet des avancées spectaculaires, notamment dans la lutte contre les maladies. Pourtant, tout le monde n'est pas convaincu. Elon Musk, patron de Tesla et proche de Trump, s'est montré sceptique. Sur X (anciennement Twitter), il a répondu à l'annonce d'OpenAI avec un commentaire cinglant : « Ils n'ont pas l'argent nécessaire. »Le projet Stargate regroupe pourtant une coalition impressionnante : OpenAI, Oracle, SoftBank, NVIDIA et le fonds d'investissement MGX des Émirats arabes unis. Une alliance de géants qui crédibilise cette initiative, selon ses défenseurs. Face aux critiques, Sam Altman n'a pas hésité à répondre directement à Elon Musk sur X, affirmant qu'il se trompait. Mais la remarque de Musk souligne une inquiétude persistante : la viabilité financière de Stargate. Ambitieux, ce projet vise à maintenir les États-Unis à la pointe de l'innovation, mais il divise déjà. Entre optimisme débordant et doutes financiers, Stargate incarne les espoirs et les tensions autour de l'avenir de l'intelligence artificielle. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

This week we talk about OpenAI, the Stargate Project, and Meta.We also discuss o1, AGI, and efficiency.Recommended Book: The Shortest History of Economics by Andrew LeighTranscriptOne of the bigger news items these past few weeks, in terms of the numbers involved, at least, was an announcement by US tech company OpenAI that it will be starting a new company called the Stargate Project, which will boast a total $500 billion-worth of investment, the first $100 billion of which will be deployed immediately.All that money will be plowed into artificial intelligence infrastructure, especially large-scale computing clusters of the kind required to operate AI systems like ChatGPT, and the funds are coming from OpenAI itself, alongside SoftBank, Oracle, and MGX, with Arm, Microsoft, and NVIDIA also involved as technology partners.It's a big, beefy enterprise, in other words, and the fact that this has been in the works since 2022, it's official announcement seemingly held back so that newly returned US President Trump could announce it as part of his administration's focus on American infrastructure and AI dominance, didn't dim the glow of the now-formal announcement of what looks to be a truly audacious bet on this collection of technologies, doubts about the players involved having the money they've promised ready, notwithstanding.That said, this is far from the only big, billions and tens of billions-scale wager in this space right now.Last year, Microsoft announced a $30 billion infrastructure fund, in collaboration with BlackRock, and earlier in January of 2025, Google's CEO said that his company would spend about $80 billion on the same, separate from their commitment to Stargate.Meta's CEO Mark Zuckerberg recently divulged that the company would spend somewhere between $60-65 billion on capital expenditures, mostly on AI, in 2025—that's up about 70% from 2024 spending.And last December, xAI CEO Elon Musk announced that his company had just raised a fresh $6 billion to build-out more compute infrastructure; and his role at the head of that company is assumed to be part of why he trash-talked the aforementioned Stargate effort, though there's also a long-simmering animus between him and OpenAI CEO Sam Altman, and the fact that everyone seems to be trying to get in good with Trump—which is probably part of why many of these announcements are happening right now: Trump is in the position to king-make or cripple their respective efforts, so whomever can get in good with him, or best with him, might have an advantage in what's become a very expensive knife-fight in this most rapidly burgeoning of tech investment loci.There's a reason there's so much money flowing to this space, announcements aside, right now, too: the chatbots that've emerged from the GPT, LLM era of AI systems are impressive and useful for many things, and AI powered bots could even replace other sorts of user interfaces, like search engines and apps, with time.But there are also some more out-there efforts that are beginning to bear fruit.AI is helping Google's DeepMind team discover new materials at an astonishing rate—including both the discovery and the testing of their properties, stage.AI systems are also being used to accelerate drug discovery and trial design, and a company (backed by OpenAI's Altman) is trying to extend human life by a decade using exactly this process.Meta has a new tool that enables real-time speech and text translation between up to (depending on the type of translation being done) 101 different languages, and we're even seeing AI systems meant to detect and track small, otherwise overlooked infrastructure issues, like potholes, at a local level.And to be clear, this is far from a US government and US-based tech company effort: government agencies, globally, are scrambling to figure out how to regulate AI in such a way that harms are limited but research, investment, and innovation isn't hampered, and entities all over the place are plowing vast wealth into these projects and their related infrastructure; India's Reliance Group recently announced it will build what could become the world's biggest data center, planned to go into operation within two years—a project with an estimated price tag of somewhere between $20-30 billion. And that, all by itself, would more than triple the country's data center footprint.So this scramble is big but also global, and it's partly motivated by the gold rush-like desire to be first to something like artificial general intelligence, or AGI, which would theoretically be capable of doing basically anything a human can do, and possibly better.That could, depending on the cost of developing and running such a system, put a lot of humans out of work, scrambling the world and its economy it all sorts of ways, and causing untold disruptions and maybe even havoc. That chaos could be very good for business, however, for whomever is able to sell this new commodity of labor to everyone else, replacing most or all of their employees with digital versions of the same—each one cheaper than a comparable human would be to perform the same work.What I'd like to talk about today, though, is a challenge to the currently dominant theory of operation in this industry, and why a new family of AI models is sending many of the tech world's biggest players into a panic.—A lot of the news coming out of the AI world, at the moment, is focused on what are called agents, or agentic AI.An AI agent is a system that can operate with agency: it can do things on its own. So you could have one of these systems, something you might engage with like a chatbot, but one capable of taking complex instructions, and you could tell it to find the best e-bike for your use case, and it would then take your info, your context, your needs into consideration, do a bunch of research, and maybe even buy and set up the delivery of the bike for you, with limited check-ins required on your part.A truly agentic AI would operate as sort of a personal assistant, capable of doing anything a human personal assistant would be able to do—sans the physical body, of course—though that could come later.This is generally seen as a step on the path toward AGI, and perhaps even AI superintelligence, which would be AGI that's massively smarter and better at everything than any human, all of which also moves these things from the realm of “tool to be wielded by humans”, toward something more like a robot that can do all the things it's supposed to do, without a human present; a different category of product and service.This type of AI, with this level of capability, is generally considered to be really expensive to make—to train, in the industry parlance—and to use, because of how much computing power is required to run the code required to leverage these sorts of smarts.In 2020, ChatGPT-3 cost somewhere between $2-4 million to train. Its successor, ChatGPT-4, which was deployed in 2023 cost more like $75-100 million.That's a lot more money. The model is a lot more powerful, granted, but the scaling laws that have seemed to be at play in this space, the increase in cost between generations of AI, have suggested that getting another capability leap comparable to what we saw between ChatGPT-3 and 4 would cost something like a billion dollars, and even that might give us a jump, but not the same staggering growth in performance that we saw between those generations.The are arguments to be made that the size and type of dataset matter, here, and that the culling of said datasets, and how the models are tuned to use the data and respond to things are also vital, perhaps as much or more so than the initial training.Companies like OpenAI have also figured out all sorts of ways to wring more performance out of less training and compute, including things like allowing the AI to reference other sources—basically doing a web search or checking wikipedia and similar references, in addition to knowledge that already exists in its training dataset—or allowing them to “think” longer, giving them more time to work through a problem or task, which tends to lead to better results, even with weaker—in terms of training and compute power—systems.Ultimately, though, most of these companies seem to be assuming that more money churned into more infrastructure and compute capability will be necessary, to make these things better at doing science and solving global problems, at maybe running military campaigns-scale issues, but also at replacing humans as employees—creating more agentic, ultimately, they hope, AGI-level systems.So that's a big part of why there's so much money sloshing around in the AI world right now: all these companies want to build the biggest, baddest model, they would love to develop AGI and put everyone out of work, and they assume that more money will equal more potency, so if they don't start building now, they risk being left behind in a couple of years when all their competitor's snazzy new assets are available and powering their AI systems—which could allow their competitors to get there first, and there's a general assumption that it's important to be first or close to first on this, as truly AGI-level, or beyond AI could theoretically allow them to refine their own systems faster, which could secure them a permanent lead over their opposition, moving forward.Though the US is generally considered to be in the prime position in that particular race, so far, China has been investing a lot in this space, as well, and many of their investments have been similar to those of their Western competitors; dropping lots of money on the issue, building big infrastructure, and so on.They've been hindered quite a lot by Western, especially US, sanctions, though, and that's made it more difficult, not impossible, but more time-consuming and expensive for them, to get the highest-end chips optimized for AI systems, like those made by NVIDIA.This has forced them to take some different approaches to their international peers, and while many of those approaches still involve huge price tags and build-outs, some of them have instead focused on a less-celebrated aspect of the industry: that of smaller models that are a lot more efficient, achieving gains that are out of proportion to their training and operating costs.Case in point are the new DeepSeek R1 models, which are a collection of AI models that were cheap to make, released free for public use and editing, and which seem to beat OpenAI's o1 reasoning models—which are very much not free, and which were a lot more expensive to develop—on some of the most widely used performance benchmarks.These models apparently cost something like 3-5% what OpenAI spent on its o1 model, a mere $5.6 million, and again, they're free to use, but also open source, so anyone who wants to build their own business or new AI atop them can do so; and their API costs are more than 90% lower than o1's, so it's also a lot cheaper to use these models for development purposes than OpenAI's options.This isn't the first time a Chinese company has taken a look at what folks are doing in the west and then massively undercut their efforts by amplifying the efficiency many fold. Also, again, there's a constraint on Chinese companies' ability to get the latest and greatest AI hardware, which incentivizes this path of development, and they also have a super competitive tech industry in China, which tends to force a lot of their sub-industries, like batteries and solar panels, to iterate rapidly and push costs as low as functionally possible.This family of models was made as kind of a side project by someone who's been competing within that somewhat brutal evolutionary context, and the rest of the world, by comparison, just hasn't had the same forcing functions influencing its development path—so this level of efficiency with this level of performance has been, up to this point, unheard of. And as a result, these DeepSeek models have sent the US and other western tech industries into a tizzy.And it makes sense that these people would be panicking: they have spent, and are intending to continuing spending heavily on next-gen AI infrastructure, and this type of model, trained for basically nothing, demonstrating this level of performance? It calls all those investments into question, even to the point that some commentators—without evidence, so there's no reason to believe this is the case—have wondered out loud if this might be some kind of psyop by China to kill the US's AI industry, basically making it look like a bad investment, if these kinds of results can be achieved so inexpensively elsewhere.Again, that's almost certainly not what's happening here, but these models have reportedly landed like a live hand grenade in the offices of the US AI industry, with folks in big tech companies frantically trying to figure out how DeepSeek does what it does, and then surreptitiously copying whatever they can to try to get ahead of this, build their own version of the same and maybe work those findings into their planned investments.Meta in particular has apparently been on edge about this, as they've tried to own the free, open AI model space with their Llama family of AI models; which have been generally well received, but apparently DeepSeek's earlier model, v3, was already messing with their heads, surpassing what they were able to do with llama, and this new family, the R1 family, has them worried they won't be able to hold onto that position, and might not even be able to compete, despite their tens of billions of dollars worth of investment.What's more, something this effective and efficient can be run by a lot of companies that would otherwise have had to rely on entities like OpenAI and Meta, which have the computing infrastructure—all those big buildings they're constructing at a frantic rate and high cost—to handle the larger models.Non-AI companies that want to use these systems, though, could theoretically just buy their own, smaller setup and run their own AI, in-house, which would alleviate some security concerns related having all that stuff processed off-site, but it would also almost certainly be cheaper over the long-term, compared to just paying someone like Google or OpenAI for their services, forever.All of this has resulted in a fair bit of volatility in the US stock market, which has been heavily reliant on AI-oriented tech stocks for growth over the past year, with NVIDIA in particular taking a hit, due to the possibility that heavyweight chips might not be vital to creating high-end AI systems.There are downsides to DeepSeek, of course, perhaps most obviously that this model, having come from China, is laden with censorship about exactly the sorts of things you would expect: Tianammen Square, China's government and it's many well-documented abuses, and so on. There could be more issues, too, that the folks who look into such things will discover after spending more time with this family of AI, though thus far, the response has generally been very positive, even with those caveats.Either way, this challenges the assumption that the US or any other country can stifle another nation's, or group's, AI ambitions with hardware sanctions.It also suggests that, if this general approach could be replicated, we may see a lot more models that are cheap and easy to run, but which are also effective enough for a lot of those next-step, higher-end utilities. And that would allow AI to spread a lot more quickly, more people being able to wield more powerful tools, while also potentially doing away with many of the moats—the defendable, unique value propositions—these larger tech companies assumed they would have by building and controlling the pricy infrastructure they assumed would be necessary to spin-up AI systems of that calibre.Show Noteshttps://www.microsoft.com/en-us/research/story/ai-meets-materials-discovery/https://semianalysis.com/2025/01/23/openai-stargate-joint-venture-demystified/https://openai.com/index/announcing-the-stargate-project/https://techcrunch.com/2025/01/24/stargate-will-use-solar-and-batteries-to-power-100b-ai-venture/https://www.ft.com/content/4541c07b-f5d8-40bd-b83c-12c0fd662bd9https://www.politico.com/news/2025/01/23/trump-staff-musk-conflict-00200311https://www.nytimes.com/2024/12/24/technology/elon-musk-xai-funding.htmlhttps://www.cnbc.com/2025/01/22/trump-had-phone-call-with-openais-sam-altman-last-week.htmlhttps://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence/https://apnews.com/article/trump-ai-artificial-intelligence-executive-order-eef1e5b9bec861eaf9b36217d547929chttps://restofworld.org/2025/global-ai-regulation-big-tech/https://www.wsj.com/tech/ai/meta-spending-ai-facebook-data-centers-9452a88fhttps://www.reuters.com/technology/meta-invest-up-65-bln-capital-expenditure-this-year-2025-01-24/https://www.bloomberg.com/news/articles/2025-01-23/billionaire-mukesh-ambani-plans-world-s-biggest-data-center-in-india-s-gujarat?embedded-checkout=truehttps://www.bloomberg.com/news/articles/2025-01-24/apple-enlists-company-veteran-kim-vorrath-to-help-fix-ai-and-siri?embedded-checkout=truehttps://www.ft.com/content/25a473ea-9f87-474a-8729-bc5287df853ahttps://spectrum.ieee.org/machine-translationhttps://techcrunch.com/2025/01/24/elevenlabs-has-raised-a-new-round-at-3b-valuation-led-by-iconiq-growth-sources-say/https://www.bloomberg.com/news/articles/2025-01-24/vc-lightspeed-bets-big-on-ai-megadeals-backing-anthropic-xai-mistralhttps://www.ft.com/content/7dcd4095-717e-49f8-8d12-6c8673eb73d7https://www.nytimes.com/2025/01/23/technology/ai-test-humanitys-last-exam.htmlhttps://every.to/chain-of-thought/we-tried-openai-s-new-agent-here-s-what-we-foundhttps://www.platformer.news/openai-operator-ai-agent-hands-on/https://techcrunch.com/2025/01/23/openai-launches-operator-an-ai-agent-that-performs-tasks-autonomously/https://www.axios.com/2025/01/19/ai-superagent-openai-metahttps://blog.google/technology/google-deepmind/google-gemini-ai-update-december-2024/https://arstechnica.com/ai/2025/01/china-is-catching-up-with-americas-best-reasoning-ai-models/https://www.macrumors.com/2025/01/27/deepseek-ai-app-top-app-store-ios/https://www.statista.com/chart/33114/estimated-cost-of-training-selected-ai-models/https://sherwood.news/tech/a-free-powerful-chinese-ai-model-just-dropped-but-dont-ask-it-about/https://www.axios.com/2025/01/17/deepseek-china-ai-modelhttps://www.nytimes.com/2025/01/23/technology/deepseek-china-ai-chips.htmlhttps://archive.ph/WMUbbhttps://x.com/pmarca/status/1882719769851474108https://venturebeat.com/ai/tech-leaders-respond-to-the-rapid-rise-of-deepseek/https://archive.ph/vDsQ4https://archive.ph/CrbGOhttps://x.com/nealkhosla/status/1882859736737194183https://x.com/samfbiddle/status/1882882950368473161https://x.com/samfbiddle/status/1882884223008493887 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Episode 43: How massive is the $500 billion AI Stargate Project, and what does it mean for the future of AI? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) break down this monumental development and discuss its implications. This episode delves into the ambitious AI infrastructure project announced by Donald Trump, alongside key tech players. Learn why this initiative is seen as a groundbreaking moment in AI history, its promises for job creation, health advancements, and the potential concerns around surveillance and data privacy. The hosts also touch on related advancements including DeepSeek-R1, OpenAI's upcoming models, and how they all fit into the larger AI development landscape. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) Stargate's $500B AI Infrastructure Investment (03:17) AI Innovation: U.S. Health Revolution (09:17) Surveillance Expansion Concerns (10:27) Corporate Influence and Surveillance Speculation (14:57) Sam's Breakthrough in AI Development (17:16) Mixed Feelings on AI's Future (20:15) NVIDIA's $6B Data Center Expansion (23:14) OpenAI Expands Beyond Microsoft (27:43) AI Model Bias and Control (29:11) OpenAI's Edge: Unique Reasoning Models (34:20) New O3 Models Release Timeline (38:08) AI Boosts Job Efficiency, Not Loss (39:32) Rapid Technological Advancements — Mentions: OpenAI: https://openai.com NVIDIA: https://www.nvidia.com/en-us/ SoftBank: https://www.softbank.jp/en// Oracle: https://www.oracle.com/ MGX: https://www.mgx.ae/en DeepSeek: https://www.deepseek.com/ Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

Chinese AI startup DeepSeek's release of AI reasoning model R1 sent NVIDIA and other tech  stocks tumbling yesterday as investors questioned whether U.S. companies were spending too much on AI development. That's because DeepSeek claims it made this model for only $6 million, a fraction of the hundreds of millions that OpenAI spent making o1, its nearest competitor. Any news coming out of China should be viewed with appropriate skepticism, but R1 nonetheless challenges the conventional American wisdom about AI development—massive computing power and unprecedented investment will maintain U.S. AI supremacy.The timing couldn't be more relevant. Just last week, President Trump unveiled Stargate, a $500 billion public-private partnership with OpenAI, Oracle, SoftBank, and Emirati investment firm MGX aimed at building AI infrastructure across America. Meanwhile, U.S. efforts to preserve its technological advantage through export controls face mounting challenges and skepticism. If Chinese companies can innovate despite restrictions on advanced AI chips, should the U.S. rethink its approach?To make sense of these developments and their implications for U.S. technological leadership, Evan is joined by Tim Fist, Senior Technology Fellow at the Institute for Progress, a think tank focused on accelerating scientific, technological, and industrial progress, and FAI Senior Economist Sam Hammond. 

“This is money that normally would have gone to China,” Trump proclaimed on Tuesday while unveiling Stargate, an artificial intelligence project that will cost $500 billion, according to its participants OpenAI, Softbank, Oracle and MGX. It was another indication that keeping ahead of Beijing on AI is a priority of the Trump administration. But in his bid to save TikTok, the video app that was briefly banned in the US under a law that came into effect the day before Trump entered office, the president appears much more relaxed about China. 

La nuova serie Galaxy S25 di Samsung consolida la collaborazione con Google per portare sugli smartphone nuovi servizi di Intelligenza Artificiale Generativa, in molti casi con una elaborazione “in locale”. E arriveranno dal primo giorno anche nella UE. Facciamo il punto con Roberto Pezzali della redazione di Dday.it.Stargate Project è una nuova azienda, nata come joint venture fra OpenAI, Oracle e SoftBank (finanziata dal fondo emiratino MGX) che ha l’obiettivo di creare nuove instratutture per l’IA negli Stati Uniti. Ma la potenza di calcolo è l’unica condizione per avere successo in questo mercato? Enrico Pagliarini ne parla con Luca Mari, docente all’Università Liuc di Castellanza ed esperto di IA.A Brescia una sperimentazione di A2A e Politecnico di Milano punta a trasformare il servizio di car sharing usando la guida autonoma per raggiungere i clienti. Ne parliamo con Renato Mazzoncini, amministratore delegato di A2A.Infine, con Emil Abirascid, fondatore e direttore di Startupbusiness.it, un commento sui dati di Pitchbook sul venture capital e i finanziamenti a start up in Europa.Come sempre le notizie di innovazione e tecnologia più importati della settimana in Digital News.

Elon Musk heeft flinke kritiek op het AI-project dat Donald Trump samen met OpenAI, Softbank, Oracle en MGX heeft aangekondigd. De 500 miljard dollar die in de AI-infrastructuur van Amerika geïnvesteerd moet worden onder de noemer 'The Stargate Project', zou volgens Musk helemaal niet bestaan. Niels Kooloos vertelt erover in deze Tech Update. Musk uit zijn kritiek op X onder de post waarin OpenAI het project aankondigt. Ook beweert hij in een andere reactie dat Softbank nog geen 10 miljard dollar zou hebben om te investeren. Aan de uitspraken van Musk wordt getwijfeld, omdat hij geen bewijs heeft geleverd. Daarnaast zou er sprake kunnen zijn van partijdigheid. Zo heeft Musk al jarenlang bonje met OpenAI-topman Sam Altman. Ook kunnen zijn uitspraken wat te maken hebben met het feit dat Musks eigen AI-bedrijf, xAI, niet meedoet aan het project. Verder in deze Tech Update: Inwoners van Groot-Britannië kunnen vanaf juni hun rijbewijs op hun telefoon bewaren, later moeten er meer overheidsdocumenten volgen See omnystudio.com/listener for privacy information.

The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today's technologies to create value. In the sixth and final episode of this season, we delve into how best to begin creating value using AI and other cutting-edge technology. It's no surprise that picking the right priorities is key, but so is staffing and senior management buy-in. With so many service providers, systems and apps in the market making so many promises, it's hard to imagine where to begin the process. While every GP and every portfolio company has unique needs and challenges, we offer the first principles that should guide listeners, no matter the size or strategy of the firm. Guests include Matt Katz, global head of data science at Blackstone; Chris Satchell, managing director of tech and digital at Clayton, Dubilier and Rice; Raj Kushwaha, co-head of value creation and chief digital officer at Warburg Pincus; Misha Logvinov, a managing director at MGX; Tim Kiely, operating principal at BayPine; Hoyoung Pak, global co-lead of the AI & Data Practice Group at AlixPartners; and Jason McDannold, Americas co-lead, Private Equity, at AlixPartners.

 In this episode, we discuss the evolution of technology and community, celebrate some of our recent podcasting successes, and introduce the new show format. We dive into some key topics, including AI developments in Abu Dhabi, how mushrooms are powering robotics, and leadership lessons from big names like Nike and Eskom. The conversation also touches on Amazon's back-to-office mandate and troubling revelations about P. Diddy, highlighting the importance of breaking cycles of abuse and the role of leadership in shaping organizations.Stories We Covered:BlackRock, Global Infrastructure Partners (GIP), Microsoft, MGX, and NVIDIA are forming a groundbreaking partnership.Cornell University has developed a robot powered by mushrooms!Amazon US Officially Ends Hybrid WorkingNike's New CEO Faces Major ChallengesThe shocking news of P. Diddy's arrest.Meta Introduces Teen Accounts for Under-18s on InstagramEskom Marks 6 Months of No Load SheddingAdditional Highlights:We start off by celebrating our Podcast of the Year win at APVA.Teasing our upcoming book (watch this space!).John shares his experience at a tech summit in Abu Dhabi, tied to the new BlackRock partnership. Plus, a documentary he saw claims that without London, England would be a third-world country!A classic "Expansive" episode isn't complete without a mushroom story—this time, a mushroom is helping a robot walk.Leadership stories from Amazon's return-to-office mandate and South Africa's Eskom leadership. Did new management end load shedding after six months?We dive into the psychological tactics of the Springboks' "Bomb Squad," a brilliant strategy by Rassie to boost the energy of the bench players.Bonus Topics:John gives his top tips on how to stand out in the corporate world, sparking a debate on remote vs. in-office work.And yes, we also talk about P. Diddy. Erik gets reflective, while John just wanted to gossip – classic! To listen to The Current Podcast, go to - https://www.investec.com/en_za/focus/the-current. Please like and subscribe to our channel and leave us a comment! We love hearing from our listeners and we thank you for being apart of our community! Socials:Instagram: @theexpansivepodcastX: @theexpansivepodLinkedin: The Expansive PodcastTik Tok: theexpansivepodcast Head to: DocMarty.com and use code THEEXPANSIVE for 20% off your first purchase!

Le développement de l'intelligence artificielle générative nécessite la construction des data centers, ces centres de données qui abritent les serveurs. De plus en plus performants, ils consomment énormément d'énergie. Comment la « tech » s'apprête-t-elle à relever ce défi ? L'arrivée de ChatGPT fin 2022 a révolutionné le monde de la « tech » en démocratisant l'intelligence artificielle auprès du grand public. Désormais présente dans un grand nombre d'applications, l'IA oblige à utiliser des puces et des serveurs très performants, mais aussi terriblement énergivores. Un défi pour les acteurs du secteur, comme Microsoft, qui n'hésite pas à se tourner vers le nucléaire.Un redémarrage d'une centrale nucléaireLe géant de l'informatique a récemment annoncé la signature d'un contrat d'achat d'électricité de vingt ans avec l'énergéticien américain Constellation. Il est question de relancer une partie de la centrale nucléaire de Three Mile Island en Pennsylvanie, dont Constellation est propriétaire. Il faudra encore attendre le feu vert des régulateurs nucléaires fédéraux et des investissements seront nécessaires pour faire redémarrer la centrale. Rebaptisée Crane Clean Energy Center, celle-ci pourrait être opérationnelle d'ici 2028. Et ce n'est que le début.Un fond de 30 milliards de dollarsLa consommation d'énergie de la « tech », déjà énorme, va exploser. C'est un changement majeur par rapport à l'ère internet. Une requête avec l'aide de l'IA consommerait dix fois plus d'électricité qu'une recherche classique avec un moteur de recherche, précise l'Agence internationale de l'énergie. La société OpenIA, créatrice de ChatGPT, qui vient de finaliser une levée de fonds de 6,6 milliards de dollars, a récemment plaidé auprès de la Maison Blanche pour une implantation sur le sol américain au total entre cinq et sept data centers d'une puissance de 5 gigawatts (GW), l'équivalent de cinq réacteurs, chacun. Pour financer leurs besoins en énergie, les géants du secteur s'appuient aussi sur l'appétit des fonds d'investissement. Microsoft et le fabricant de semi-conducteurs Nvidia se sont alliés au leader de la gestion d'actifs BlackRock et au fonds saoudien MGX pour réunir 30 milliards de dollars afin d'investir notamment dans la production d'électricité.Et les besoins en énergie de l'IA inquiètent au-delà du secteur de la « tech ». D'ailleurs, l'Agence internationale de l'énergie prévient : la demande d'électricité des data centers pourrait doubler d'ici à 2026.Des investissements dans les énergies renouvelablesEt ce d'autant que construire des centrales électriques prend du temps. Faudra-t-il un jour choisir entre alimenter un data center ou un hôpital, s'interrogent certains élus locaux. Les Pays-Bas et l'Allemagne ont ainsi encadré l'expansion des data centers. Des régulations existent en Europe, à Taïwan ou encore à Singapour. Autre problème, c'est l'empreinte carbone. Les géants de la « tech » investissent donc massivement dans les énergies renouvelables, l'éolien et le solaire. Ils proposent aussi de récupérer la chaleur produite par leurs équipements pour le chauffage urbain et limiter ainsi les émissions de gaz à effet de serre.Questions d'environnementL'IA est-elle une adversaire ou une alliée de la transition énergétique?

Sammy Altman has done it again, headed to the Middle East and raised a boatload of cash… Six Point Six Billion is no joke! Apple might have seen too much OpenAI + DOD coziness, backed out of the investment. Guess who backed in? Abu Dhabi-based MGX! Wait, will AI be responsible for all our nukes? Is anyone still talking about Effective Altruism anymore, or did they all effectively, and altruistically, get disappeared?

Workday announced Illuminate, the next generation of Workday AI. Following the Illuminate announcement, Workday announced that it signed a definitive agreement to acquire Evisort, an AI-native document intelligence platform. BlackRock, Global Infrastructure Partners (GIP), Microsoft, and MGX announced the Global Infrastructure Investment Partnership (GAIIP) to make investments in new and expanded data centers to meet growing demand for computing power, as well as energy infrastructure to create new sources of power for these facilities. Blackbaud announced deeper integration of Microsoft AI and analytics into their purpose-built software for unique business operations of social impact organizations – without the need for costly customizations. Salesforce and NVIDIA announced a strategic collaboration to develop advanced AI capabilities for the enterprise with autonomous agent and interactive avatar experiences. ECI announced a new integration of its EvolutionX, its B2B ecommerce platform, with e-automate, its cloud-based business management ERP software.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

23andMe, the personal genomics company, went public in early 2021 via a merger with a blank check company that valued it at $3.5 billion. Then its fortunes began to sink. Fading interest in DNA kits – 23andMe's main product – was one driver.; Investment powerhouse BlackRock is set to launch a massive AI-focused investment fund, exceeding $30 billion, in collaboration with Microsoft and the Abu Dhabi-backed investment outfit MGX, the FT reported today. According to the outlet, the fund — among Wall Street's largest — will focus on creating data centers and funding energy infrastructure to support AI; Discord will now offer audio and video calls that even the company won't be able to listen in on; NASA wants to establish a permanent human presence on the Moon, but right now, astronauts have to be in direct line of sight with Earth to phone home. The space agency is looking to change that with its developing Near Space Network; Every month, 400,000 free members upgrade to paid memberships, the company says. According to Patreon, Autopilot improved the rate of free-to-paid membership upgrades by an average of 19% in testing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Los inversores están expectantes ante el inminente ciclo de flexibilización de la Reserva Federal, marcado por el primer recorte de tasas en cuatro años. Aunque la inflación ha descendido hacia el objetivo del 2%, el aumento del desempleo ha generado inquietudes sobre un posible enfriamiento del mercado laboral. La mayoría de los analistas anticipan un recorte de 25 puntos básicos, aunque algunos sugieren una reducción de 50. La atención se centra también en las proyecciones de tasas de interés para finales de 2024, que son cruciales para el mercado. Se espera que una política monetaria más laxa fomente un crecimiento mejorado y mayor liquidez, beneficiando a las acciones de alta calidad, a pesar de posibles desafíos en ciertos sectores. BlackRock ($BLK) planea un fondo de inversión en inteligencia artificial de más de $30B de dólares junto a Microsoft ($MSFT) para construir centros de datos y proyectos energéticos. Este fondo, parte de la Alianza Global de Inversión en Infraestructura de AI, será uno de los más grandes de Wall Street y es el primer gran proyecto tras la adquisición de Global Infrastructure Partners por BlackRock. MGX, respaldada por Abu Dhabi, y Microsoft son socios generales, con Nvidia ($NVDA) brindando expertise. La asociación buscará inicialmente $30B de dólares en capital privado, potencialmente movilizando hasta $100B en total, incluyendo deuda. Coca-Cola ($KO) anunció una colaboración con Bacardi Limited para lanzar un cóctel premezclado listo para beber, llamado BACARDÍ Mixed with Coca-Cola RTD, que estará disponible en varios mercados globales, comenzando por selectos mercados europeos y México en 2025. Aunque Coca-Cola es conocida por sus bebidas no alcohólicas, la compañía ha estado ampliando su presencia en el mercado del alcohol, habiendo introducido previamente Topo Chico Hard Seltzer y un cóctel premezclado de Jack & Coke en asociación con Jack Daniel's. Google ($GOOGL) gana la batalla legal contra el caso de publicidad digital de la UE de $1.7B de dólares. JPMorgan ($JPM) podría reemplazar a Goldman como socio de tarjetas de crédito de Apple. U.S. Steel ($X) gana a medida que se extiende la revisión de Nippon. Instagram ($META) lanza cuentas para adolescentes con controles parentales. Las acciones que tenemos hoy con predicción bullish son **Pre-Market Runners:** MGM Resort International: $MGM +1.69% HealthCare Technologies: $GEHC +1.09% Terns Pharmaceutical, Inc. $TERN +5.82% Las acciones que tenemos hoy con predicción bearish son **Pre–Market Losers:** Incyte Coprporation: $INCY -1.35% Moderna, Inc.: $MRNA -0.82% Fulcrum Therapeuitics, Inc: $FULC -3.44%

Send us a text00:15 - OpenAI to $1.0 trillion valuation?17:11 - Fly United with Starlink?26:39 - Broker-dealers ever offer crypto?[1] OpenAI in Talks for $6.5B Funding Round at $150B Valuation-Does OpenAI have potential to be a $1.0 trillion company? 6.7x return from here.-OpenAI in discussions to raise $6.5B at a $150B valuation (primary round)-Previous valuation: $86B earlier in 2024-Seeking $5B in debt via revolving credit facility-Key investors include Thrive Capital, Microsoft, Apple, Nvidia, and UAE-backed MGX fund-30x revenue multiple on $5b Dec 2024 forward ARR-Appears only 29% of revenue is B2B; $1b ARR vs $3.4b ARR total as of Q2ish 2024[2] United Airlines to Offer Starlink Wifi-Does the type/quality of wifi determine which airline you use?-United focused on premium and business travelers-Adding power outlets, back seat screens, and now Starlink WiFi-United says Starlink is faster, more reliable, can be used over oceans, and allows travelers to use more than one device at a time-Release in late 2025-No cost to use Starlink Wifi-Starlink already has deals with Hawaiian Airlines and Qatar Airlines-Delta uses Viasat, American uses Intelsat[3] eToro Settles with SEC, Limits Crypto Offerings in the U.S.-If you're a broker-dealer or RIA how do you approach crypto now? Just stick with the ETFs?-Retail brokerage company-Agreed to $1.5M penalty with SEC over operating as an unregistered broker and clearing agency-U.S. users can trade only Bitcoin, Bitcoin Cash, and Ether; 180-day window to sell/withdraw other tokens-38M registered users globally, offering over 100 cryptoassets outside the U.S.-Secondary market valuation: $7.3B (+107.7% vs Mar 2023 round)

Send us a textSubscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights, webinar replays00:06 | SpaceX Sets New Record in Civilian Space Travel- Space payload delivery and satellite internet company- Polaris Dawn mission: first commercial spacewalk, civilian crew led by Jared Isaacman- Crew spent 20 minutes outside SpaceX Crew Dragon capsule- Reached 870 miles above Earth, setting a civilian space travel record- Tested new EVA suits, conducted 40 experiments- Secondary market valuation: $223B (+6.3% vs Jul 2024 round)01:20 | OpenAI Launches New AI Model, "OpenAI o1"- AI large language model business- Announced "OpenAI o1," focusing on enhancing reasoning abilities in math, coding, and science- Achieved 83% on International Mathematical Olympiad exam (up from 13% with prior models)- Available to ChatGPT Plus and Team users- Competitors like Google and Anthropic developing similar AI models01:59 | OpenAI in Talks for $6.5B Funding Round at $150B Valuation- OpenAI in discussions to raise $6.5B at a $150B valuation (primary round)- Previous valuation: $86B earlier in 2024- Seeking $5B in debt via revolving credit facility- Key investors include Thrive Capital, Microsoft, Apple, Nvidia, and UAE-backed MGX fund02:55 | OpenAI's ChatGPT Hits 10M Paying Subscribers- ChatGPT: 10M paying subscribers, 1M on higher-priced business plans- Generates $225M in monthly revenue, or $2.7B annually- Projected $4B in annual revenue in the next 12 months (up from $1.6B in late 2023)- Valuation at $150B, 37.5x forward revenue03:48 | Glean Raises $260M Series E, Valued at $4.6B- Enterprise AI solutions company- Raised $260M in Series E, valuing Glean at $4.6B (primary)- Competes with Microsoft Copilot and Amazon's chatbot- Global generative AI spending expected to rise to $143B by 202704:30 | Klarna Cuts Losses and Integrates AI Across Operations- Consumer credit and payments company- Severed ties with Salesforce and Workday, focusing on AI automation- 2023 losses dropped to $241M (from $1B in 2022)- AI-powered customer service assistant handled 2.3M interactions in its first month- Headcount reduced from 4,500 to 3,800, aiming for 2,000- Secondary market valuation: $10.1B (+50.4% vs Jul 2022 round)05:33 | Poolside in Talks to Raise $500M, Potential $3B Valuation- AI solution for software developers- In talks to raise $500M, potentially valuing the company at $3B (primary)- Co-founded by former GitHub CTO Jason Warner and Eiso Kant- Secured $126M in seed funding; secured Nvidia GPUs with Iris Energy Ltd06:17 | eToro Settles with SEC, Limits Crypto Offerings in the U.S.- Retail brokerage company- Agreed to $1.5M penalty with SEC over operating as an unregistered broker and clearing agency- U.S. users can trade only Bitcoin, Bitcoin Cash, and Ether; 180-day window to sell/withdraw other tokens- 38M registered users globally, offering over 100 cryptoassets outside the U.S.- Secondary market valuation: $7.3B (+107.7% vs Mar 2023 round)07:05 | Anduril Launches Modular, Autonomous Barracuda Air Vehicles- Defense contractor- Introduced Barracuda family of autonomous air vehicles with three versions- Barracuda-100, 250, and 500 models: ranges from 85 to 500 nautical miles- Systems are 30% cheaper and 50% faster to produce than competitors- Secondary market valuation: $17.0B (+21.5% vs Aug 2024 round)08:10 | Pre-IPO Stock Market Weekly Performance09:08 | Pre-IPO Stock Vintage Index Wee

In this episode, we explore Abu Dhabi's MGX as it enters negotiations to provide funding for OpenAI's chip development. We discuss the potential implications of this collaboration on the future of AI hardware and the broader technological landscape. Invest in AI Box: https://Republic.com/ai-box Get on the AI Box Waitlist: ⁠⁠https://AIBox.ai/⁠⁠ AI Facebook Community Learn more about AI in Music Learn more about AI Models