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Sign up with the following links and enjoy the first 6 months of OpManager Nexus free. On-Site: https://lmg.gg/site24x7 Cloud: https://lmg.gg/manageengine Thanks Wispr Flow for sponsoring this video! Check them out at https://ref.wisprflow.ai/wan-show-yt-2 and use code WANSHOW for a free month of Wispr Flow Pro! Get an affordable sit-to-stand desk and elevate your work space! Check out the MotionGrey Ergo2 Pro at https://motiongrey.com/r?id=no5sc5 See how often your brand gets mentioned with Ahrefs at: https://ahrefs.com/brand-radar Get a Circuit Board skin for your device so dbrand can keep messing with Linus at https://dbrand.com/pcb Check out the Razer Blade series of laptops; perfect for work or pleasure: https://lmg.gg/wanrazerblade Game or work in comfort on a Razer Iskur V2: https://lmg.gg/wanrazeriskur Get a special deal on Private Internet Access VPN today at https://www.piavpn.com/LinusWan Purchases made through some store links may provide some compensation to Linus Media Group. Learn more about your ad choices. Visit megaphone.fm/adchoices

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For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Thematic and Sustainability Research.Today: Are investors misreading the AI infrastructure selloff?It's Thursday, July 30th, at 10am in New York.The recent selloff in AI infrastructure stocks has raised a familiar question: Is the buildout running ahead of real demand? The market is pulling back and we think that reflects profit-taking, crowded positioning, and forced selling by investors. This is not about weaker fundamentals. But the selloff has brought to light three key concerns, which we think the market is overplaying.The first concern is how much enterprises are willing to pay for AI. The median enterprise employee currently generates less than $11 a month in token spending. That's the fee paid when an AI model processes a request and generates a response.We think there is room for that to increase. From the employer's perspective the economics are compelling. Across workplace applications, the cost to execute the economic task would be $2-$5. And that could save an enterprise $55. That to us suggests companies are likely to spend more, not less, on AI over time.The second debate centers on efficient models, including competitive models developed in China.  And here, policy responses both from the U.S. and China can have an impact as well. Some investors worry that better efficiency means less computing demand. But we see the opposite risk. This is a classic example of Jevons paradox: When something becomes cheaper or more efficient to use, people use more of it. In AI, lower costs can attract more users, encourage more frequent use, and make complicated applications more economical. The scale is striking. Industry leaders estimate that compute demand could double every six months, which would amount to more than a thousand-fold increase in compute over five years. Hyperscalers could quadruple available power capacity to roughly 120 gigawatts by 2028, from about 30 gigawatts in 2025.And that leads to the third debate – whether data centers can secure enough power to keep expanding. It's a valid concern. In the U.S., facilities under construction and contracted grid capacity cover about 30 gigawatts. That's less than half the 68 gigawatts of power that data centers are likely to need from 2026 through 2028. Grid connections can take five to seven years in some regions. Skilled electricians, welders, and pipefitters are in short supply. And local opposition is increasing as communities debate electricity bills, tax incentives, and who should pay for grid upgrades.These are real obstacles, but we view them as delays rather than dead ends. Onsite generation, fuel cells, energy storage, natural gas turbines, and the conversion of existing high-power sites could close the gap, at least partially.We believe much of the recent weakness in AI infrastructure has been driven by technical factors rather than a change in the underlying fundamentals. As AI becomes more capable and cheaper to use, demand for intelligence, compute, and power is likely to keep rising. The global market is fragmented as policy decisions in the U.S. and China shape how growth unfolds. But strong economics should support continued investment.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

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For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

Don't let the weather change the plan. Stormburst is built for unpredictable days, wet trails, and whatever the forecast throws your way.—grab 15% off here: https://vessi.com/wanshow • Free shipping • 30‑day returns • 1‑year warranty Sign up with the following links and enjoy the first 6 months of OpManager Nexus free. On-Site: https://lmg.gg/site24x7 Cloud: https://lmg.gg/manageengine Traditional carriers track your data. Cape protects it with built-in privacy features like IMSI rotation and last-mile encrypted texting. Use code WAN and get 33% off your first 6 months: https://cape.co/wan App Download Links: Apple: https://lmg.gg/CapeIOS Google: https://lmg.gg/CapeAndroid Accrescent App Store: https://accrescent.app/ Thanks Wispr Flow for sponsoring this video! Check them out at https://ref.wisprflow.ai/wan-show-yt-1 and use code WANSHOW for a free month of Wispr Flow Pro! Get a Circuit Board skin for your device so dbrand can keep messing with Linus at https://dbrand.com/pcb Check out the Razer Blade series of laptops; perfect for work or pleasure: https://lmg.gg/wanrazerblade Game or work in comfort on a Razer Iskur V2: https://lmg.gg/wanrazeriskur Get a special deal on Private Internet Access VPN today at https://www.piavpn.com/LinusWan Purchases made through some store links may provide some compensation to Linus Media Group. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nicole Wheeldon, North American general manager of buses for Cummins, and Matt McGinn, senior director of e-mobility sales for Accelera by Cummins, examine exciting product innovations and meeting customer needs amid school bus energy options, rising costs and tightened budgets. Enterprise Account Manager Chase Cloyd shares how Netradyne's AI-driven cameras and technology take a proactive approach to school bus driver coaching, safety around the bus and incident review. Co-founder Michael Tinter reviews how the universal, easily installed Magnetic Mic radio mounts, which got their start in law enforcement applications, can help reduce school bus driver distractions and equipment damage while increasing student safety. Multiple industry studies reveal that driver shortages and student behavior are top concerns for student transporters. Sam Freshner, dean of transportation for North Clackamas School District in Oregon, explains how a unique pilot program supports effective student discipline and enhances school bus driver retention. Read more STN EXPO West coverage. Episode sponsors: Transfinder, IC Bus, School Radio.

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For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

Communications came in #3 on procurement lists created by Transportation Director Summit attendees at STN EXPO West. Business Development Manager David Weber discusses how School Radio supports reliable communication for the professionals transporting precious cargo on school buses. Joel Stutheit, former transportation director who now serves as senior manager of Autogas business development for the Propane Education & Research Council, shares why propane makes financial and operational sense for school districts, such as Oregon's Beaverton School District which has seen great success with the fuel. Matt Reich, who oversees growth and strategic partnerships for school bus stop-arm enforcement system provider Verra Mobility, speaks on the illegal passing epidemic, safety conversions at the Transportation Director Summit, and success in districts like Polk County Public Schools in Florida. Wa-Nee Community Schools in Indiana just won the Top Transportation Teams award for the third straight time, and Hoover City Schools in Alabama won it for the second straight time. Matt Hostetter, transportation and school safety clerk for Wa-Nee, and Brad Hayn, director of transportation for Hoover City, are joined by John Daniels, vice president of marketing for award sponsor and technology provider Transfinder, to examine their secrets to success. Read more STN EXPO West coverage. Episode sponsors: Transfinder, IC Bus, School Radio.

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter

For educational purposes only It's time to get superior results with us! Support your health & wellness journey with #Titan! Feel Better, Look Better & Perform Better with TitanMedical Center! HormoneOptimization #Health #Wellness #TitanMedicalCenter