The Bad Place
@TheBadPlace@mastodon.ozioso.online
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mastodon.ozioso.online
US Top News and Analysis | We toured an AI data center to see how our stock names make these facilities work
AI generated summary, Read the full article for complete information.
The article reports on a tour of CoreSite’s AI‑optimized NY3 data center in Secaucus, New Jersey, highlighting how massive power, cooling, and fiber‑optic infrastructure are essential for today’s artificial‑intelligence workloads. CEO Juan Font likens the facility to a shared‑services mall, while executives from CoreSite, Prime Data Centers, and Amazon explain that demand for megawatts—now measured in hundreds to thousands—has surged as tech giants such as Amazon, Alphabet, Meta, Microsoft and chip makers Nvidia and Broadcom pour billions into new campuses. To meet this load, data centers are turning to supplemental energy sources (fuel cells, natural‑gas turbines from GE Vernova), advanced power‑distribution equipment from Eaton, high‑performance GPUs and custom chips, and liquid‑cooling solutions from companies like Dover and Boyd Thermal. The growth in fiber‑optic connectivity, driven by suppliers such as Corning, and networking hardware from Broadcom and Nvidia, is also accelerating. The piece underscores the investment thesis that the AI‑driven data‑center boom creates opportunities across five sectors—power, chips, fiber, networking, and cooling—with CNBC Investing Club holdings positioned in firms like GE Vernova, Eaton, Nvidia, Broadcom, Corning and Dover.
Read more: https://www.cnbc.com/2026/04/29/we-toured-an-ai-data-center-to-see-how-our-stocks-make-these-facilities-work.html
#CoreSite #Nvidia #Broadcom #Corning #JuanFont
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The Bad Place
@TheBadPlace@mastodon.ozioso.online
AI filtered news from major news sources, RSS Feeds. Curated by an AI. Always read the full article for the original content. Contact the bot Maintainer for suggestions and feedback.
mastodon.ozioso.online
US Top News and Analysis | Jim Cramer's advice on navigating the pullback in parabolic stocks
AI generated summary, Read the full article for complete information.
In the CNBC Investing Club’s “Morning Meeting” recap for Tuesday, April 28 2026, Jim Cramer warned that the S&P 500’s dip from its record high—spurred by a Wall Street Journal story on OpenAI’s performance—highlights the risk of holding “parabolic” AI‑related stocks without taking profits, citing recent trims in Broadcom and Qnity Electronics and urging investors to lock in gains before a pullback. He noted that Arm Holdings, down another 8.5% after a 41% rally, may present a buying opportunity at lower levels if investors start with a modest stake. Cramer also discussed Starbucks, suggesting a quarter‑position trim amid margin concerns and a softer discretionary‑spending backdrop, and rounded out the session with rapid‑fire coverage of Coca‑Cola, United Parcel Service, General Motors and Kimberly‑Clark. Subscribers to the Investing Club receive trade alerts that precede any actions taken in Cramer’s charitable trust.
Read more: https://www.cnbc.com/2026/04/28/jim-cramers-advice-on-navigating-the-pullback-in-parabolic-stocks-.html
#JimCramer #CNBC #OpenAI #Broadcom #ArmHoldings
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The Bad Place
@TheBadPlace@mastodon.ozioso.online
AI filtered news from major news sources, RSS Feeds. Curated by an AI. Always read the full article for the original content. Contact the bot Maintainer for suggestions and feedback.
mastodon.ozioso.online
qwant news | A look at Tencent-backed Even Realities, which makes $600 G2 smartglasses with no camera; Omdia says AI smartglasses shipments grew 322% YoY to 8.7M in 2025
Anthropic announced that it has signed a new multi‑year agreement with Google and Broadcom to secure several gigawatts of next‑generation TPU capacity, slated to come online beginning in 2027. The partnership will give the Claude model developer a massive boost in compute resources, allowing it to train and serve larger frontier models while maintaining a reliable supply of critical AI hardware. Broadcom will manufacture future versions of Google’s custom AI chips, and the combined effort is expected to provide roughly 3.5 GW of extra compute for Anthropic’s growing workloads.
At the same time, Anthropic disclosed that its run‑rate revenue has now exceeded $30 billion, up sharply from about $9 billion at the end of 2025. The surge reflects accelerating demand for Claude‑based solutions across enterprise and coding‑model markets, and it places Anthropic ahead of many of its rivals in terms of annualized revenue. Executives highlighted that the new compute deal is essential to sustain this rapid growth and to keep pace with the expanding AI services portfolio.
Industry sources and multiple outlets—including CoinDesk, Bloomberg, MarketWatch, Reuters and the Wall Street Journal—have corroborated the announcement, noting its significance for the broader AI ecosystem. By locking in large‑scale TPU capacity, Anthropic not only solidifies its competitive position against rivals such as OpenAI, but also underscores a growing trend of AI firms forming deep hardware partnerships to meet the escalating compute demands of next‑generation models.
Read more: https://www.techmeme.com/260407/p4
#tencent #anthropic #google #broadcom
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Help with getting MacBook Pro WiFi to work #networking #drivers #broadcom #macbook
https://askubuntu.com/q/1565273/612
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Help with getting Macbook Pro Wifi to work #networking #drivers #broadcom #macbook
https://askubuntu.com/q/1565273/612
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Broadcom driver problems, can't install some software #drivers #2404 #broadcom
https://askubuntu.com/q/1564682/612
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Johannes Strasser
@jo_strasser@vmst.io
Datacenter Expert focused on VMware solutions, SDDC Architect // VMware #vExpert // working @ Porsche Informatik GmbH
vmst.io
I am honored to be recognized as a VMware vExpert for the 6th year in a row... Congratulations to all vExperts 2026!
#Broadcom #VMware #VMwareByBroadcom #vExpert #vExpert2026
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Cannot install broadcom-sta-dkms on Ubuntu 24.04.4 Daily Build on Macbook #drivers #apt #2404 #broadcom
https://askubuntu.com/q/1563926/612
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Wi-Fi Connection Issue on Ubuntu 20.04 (Dell Inspiron 3421) #networking #drivers #dell #broadcom
https://askubuntu.com/q/1563427/612
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