In the shadows of Silicon Valley's AI boom, a critical situation is unfolding. While headlines celebrate record-breaking AI achievements, tech giants are quietly waging an intense battle behind the scenes—one that could determine the winners and losers of the AI revolution.
The numbers tell a story of unprecedented demand. TSMC's advanced chip manufacturing facilities are running at full capacity. Nvidia's data center revenue has exploded by 317% year-over-year. Meta has committed up to $37 billion for 2024 infrastructure alone. But beneath these staggering figures lies a more urgent reality.
Microsoft's partnership with OpenAI has triggered an industry-wide scramble for computing resources. AWS has expanded to 32 global regions, with their CEO admitting in their latest earnings call that demand is outpacing their most aggressive build-out scenarios. TSMC's CEO describes the current situation as a "multi-year structural trend," with their advanced nodes running at maximum capacity.
But it's Vertiv's latest earnings call that raised the most alarming signal. The critical infrastructure provider reported unprecedented order volumes, with their CEO noting that current demand levels are straining global supply chains in ways never before seen in the company's history.
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
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BREAKING PARTNER PRESENTATION
Elon Musk's secret rendezvous with Jensen Huang Two men worth a combined half a trillion met to discuss AI's future Elon Musk is the world's richest person, and it's not even close. Now he's got the ear of President Trump, earning the envy of Silicon Valley. And he just had a private dinner with Nvidia CEO Jensen Huang. Other tech CEO giants — that include Mark Zuckerberg, Jeff Bezos and Sam Altman — all want a seat at the table with Huang as well. But it was Musk sitting down to dinner with Nvidia's powerful CEO this night. What they discussed could have a monumental impact on AI. Trillions are at stake. What were they talking about? To find that out, as well as how it could impact AI stocks in 2025, click here. |
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Billion in contract adjustments... .6 million in lease terminations... And that's just the start. DOGE's efficiency mandate is reshaping federal spending faster than anyone anticipated...
Wall Street wasn't prepared... The immediate implementation of new trade duties sent markets into overdrive, with tech stocks leading an unexpected rally...
This wasn't supposed to get out. Major financial institutions are executing a carefully planned crypto strategy - and it's nothing like previous cycles...
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