Musk to Tweet Names of Companies Critical to His AI Plans?
In a stunning development today, Microsoft, BlackRock, and Elon Musk's xAI announced a $30 billion partnership to build next-generation AI infrastructure. This unprecedented alliance, which also includes Nvidia, signals a dramatic shift in the AI landscape and highlights the growing importance of specialized component manufacturers who enable these massive projects.
Tech leaders are expected to invest over $1 trillion in AI data centers in the coming years, with industry experts projecting at least 130 new hyperscale data centers annually for the next decade. The scale is unprecedented - xAI's Memphis supercomputer alone houses 200,000 GPUs, making it one of the largest AI training clusters in the world. This massive buildout requires specialized components from a limited number of suppliers.
Unlike software development, manufacturing advanced components requires specialized knowledge and extensive facilities that take years to develop. Several key suppliers are already booked 12-18 months in advance, with tech giants competing to secure limited production slots. The newly formed AI Infrastructure Partnership (AIP) is expected to leverage up to $100 billion in potential investments, creating massive opportunities for key suppliers.
Elon Musk's next tweet could pay for your retirement.
It has to do with a small handful of companies, critical to his operations.
By 2034, AI data centers are projected to consume 1,580 terawatt hours annually - equivalent to India's entire current usage. This has prompted major energy suppliers NextEra Energy and GE Vernova to join the AIP consortium. Several companies have developed innovative solutions that improve data center efficiency by up to 20%, earning partnerships with major tech firms.
Beyond the $30 billion AIP initiative, OpenAI and SoftBank have announced a separate $100 billion infrastructure project. xAI itself is raising an additional $10 billion at a $75 billion valuation. Tech giants are making unprecedented commitments to secure future supply, including multi-year purchase agreements and direct investments in manufacturing capacity.
As AI infrastructure spending accelerates to historic levels, the companies supplying critical components stand to benefit from multi-year contracts and growing demand. With order books filled through 2026 and tech giants competing for limited capacity, these specialized suppliers could be positioned to capture significant portions of this unprecedented spending wave.
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.
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Elon Musk's next tweet could pay for your retirement.
After all, the public hangs on his every word.
In fact, even before he bought Twitter and renamed it X...
He's had a history of moving the markets with his online proclamations.
Like when he just tweeted "Doge"...
The coin jumped 50% that day.
The same goes for Bitcoin.
After Musk added a simple #bitcoin to his Twitter profile, the coin surged 20% on the same day.
But it's not just cryptos...
When he tweeted that he "kinda loves Etsy"...
The stock climbed 8%.
And eventually hit an all-time high a week later.
After he enthusiastically tweeted about GameStop, the stock spiked 62% in one day.
But tech investing legend Jeff Brown believes Musk could send a tweet any day now...
That could help pay for your retirement.
It has a to do with a small handful of companies, critical to his operations.
This tweet could send these stocks on a joyride.
But investing legend Jeff Brown says if you know who these companies are right now...
You could see a profit not just in 2025 — but for years to come.
Click here to learn more about Musk's crucial partner companies.
Sincerely,
Lindsey Hough
Managing Director, Brownstone Research
P.S. Jeff Brown called Nvidia at a split-adjusted 66 cents way back in 2016.
He picked out Bitcoin when it was just $240.
Now he believes five stocks could play a major role in Elon Musk's plans.
Watch his full interview to learn more.
The $6 billion AI facility in Memphis wasn't supposed to be revealed this soon. But what's happening inside this massive complex - built in just 122 days - has caught Wall Street's attention.
While markets fixate on Trump's April 2nd tariff decision, a bigger story is unfolding. A century-old pattern that's predicted every major market move since 2018 is signaling something unprecedented for 2026.
Breaking today: The Department of Energy just released $300 million to urgently resurrect Michigan's Palisades nuclear plant. This emergency restart comes as AI data centers now consume more electricity than 45,000 homes each.
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