In this episode, we discuss President Trump’s announcement of more than $90 billion in AI and energy infrastructure investments in Pennsylvania, including Google’s $3 billion hydropower deal, Blackstone’s $25 billion commitment, and CoreWeave’s $6 billion AI data facility plan. We analyze Meta CEO Mark Zuckerberg’s AI superintelligence pledge to spend hundreds of billions on next-generation data centers like Prometheus and Hyperion, and what this means for AI data center growth and energy infrastructure. We break down the AI market reaction for Nvidia, AMD, and Super Micro Computer, and preview Nvidia CEO Jensen Huang’s upcoming Beijing visit amid chip export discussions. Join us for deep insights on AI investment trends, energy infrastructure, and the future of data centers.

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Disclaimer
This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by President Trump, Google, Blackstone, CoreWeave, Meta, Nvidia, AMD, Super Micro Computer, or any other entities mentioned. The content is for educational and informational purposes only and does not constitute professional or technical advice. Affiliate links may earn us a commission.