
U.S.-Japan Trade Deal, Capital R(AI)ses, Remembering Larry Bossidy 7/23/25
Squawk on the Street
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Exploring the Future of AI Infrastructure and Power Challenges
This chapter explores the significant advancements in AI infrastructure, focusing on the massive accumulation of GPU resources and future expansion plans near Memphis. It also addresses the competitive GPU market, financial implications, and the evolving landscape of power generation, including a potential shift to nuclear energy.
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