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Access To Electricity Is Holding Back Growth Across The Global Economy

ByAkshat Rathi, Bloomberg Markets Live reporter and strategistThe chip equipment maker ASML Holding NV is so crucial that a swing in its fortunes can sway the Dutch economy and the global development of artificial intelligence. Now one of the company’s biggest growth plans — building a new campus that will employ as many as 20,000 people in the country’s Eindhoven region — depends on whether or not it can get an electricity connection.

ZeroHedge·
US
ASML
+0.64%
DE
ASME
0.00%
ZeroHedge·
US
ASML
+0.64%
DE
ASME
0.00%

Building small nuclear reactors on Earth is "extremely foolish," says Musk: The sun is the "free ultimate nuclear reactor."

"The sun is a gigantic, free fusion reactor in the sky. It is extremely foolish to create miniature fusion reactors on Earth." Musk is urging companies to stop wasting funds on "trivial" reactor projects. His viewpoint stands in stark contrast to the investment frenzy in Silicon Valley, where tech giants like NVIDIA and Google are leveraging AI technology to accelerate nuclear fusion research. Meanwhile, the U.S. government has proposed a roadmap to integrate fusion energy into the grid by the early 2030s

Wallstreetcn·
US
NVDA
+0.73%
US
TSLA
+3.56%
Wallstreetcn·
US
NVDA
+0.73%
US
TSLA
+3.56%

Acer and ASUS plan to raise prices due to the impact of storage shortages and price increases

Acer and ASUS will raise PC prices due to storage shortages. Acer Chairman Chen Junsheng stated that the product prices in Q1 next year will be different from Q4 this year, and the pricing in Q2 will be a challenge; he has visited Micron to secure more supplies. ASUS Co-CEO Hu Shubin mentioned that ASUS will adjust its product mix and pricing based on market dynamics

Wallstreetcn·
US
MU
-1.51%
Wallstreetcn·
US
MU
-1.51%

NVIDIA: Two years ahead of Google's TPU!

Research institution Bernstein stated after a meeting with NVIDIA's IR that NVIDIA believes its technology is two years ahead of Google's TPU. Although Google has made progress over the past decade, NVIDIA believes its more flexible platform has advantages in building large-scale cloud AI infrastructure due to the specificity of TPU design. NVIDIA is still waiting for the export regulations for H200 and the U.S. government's revenue-sharing guidance

Wallstreetcn·
US
NVDA
+0.73%
US
NVDL
+1.47%
HK
07788
-1.96%
Wallstreetcn·
US
NVDA
+0.73%
US
NVDL
+1.47%
HK
07788
-1.96%

Still reeling from last week's financial reports! Broadcom and Oracle continue to decline, and the AI infrastructure sector is still being sold off

Three companies closely related to AI infrastructure construction—Broadcom, CoreWeave, and Oracle—experienced another decline on Monday after a significant drop last week, highlighting a clear shift in market sentiment towards pessimism. Broadcom's stock price fell 5.6% on Monday, following an 11% plunge on Friday; Oracle dropped 2.7% on Monday, with a cumulative decline of 17% over the past three trading days; CoreWeave's stock price fell about 8% on Monday, after a previous week's drop of 11%

Wallstreetcn·
US
AVGO
-5.59%
US
ORCL
-2.66%
US
CRWV
-7.94%
Wallstreetcn·
US
AVGO
-5.59%
US
ORCL
-2.66%
US
CRWV
-7.94%
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