TC

Managing Partner Eliakim Capital

Financing, equipping & building high-performance computing & data power projects around the world.

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

The Goldman Sachs list of AI winners & losers:

Supposed winners:
- Cloudflare
- CrowdStrike
- Palo Alto Networks
- Oracle
- Microsoft
- Amazon
- Alphabet
- Nvidia
- TSMC
- Micron
- Arista Networks
- Palantir
- Zoom
- Vertiv
- Eaton
- NextEra Energy

Supposed losers:
- https://t.co/yZK0mvfWhp
- Salesforce
- DocuSign
- Accenture
- Duolingo
- Workday
- SAP
- Atlassian
- UiPath
- Cognizant
- Gartner
- SAP
- Unity Software

They seem to think that providers of physical hardware and infrastructure will be relative winners. Cyber security companies, too.

Meanwhile, Goldman argues that if AI agents become the primary interface, traditional software becomes commoditised, simple passive data stores. And consulting/IT services names like Accenture will be hurt as AI compresses billable work hours.

[TC @ColpronTodd]

Inside the Freedom Center: South Florida’s Next-Generation Data Center Now Accepting Tenants

https://t.co/irPTTIUzsX

#EliakimCapital, #DataCenterInfrastructure, #AIDatacenters, #HPCInfrastructure, #ComputeAndPower, #Colocation, #EdgeCompute, #DigitalInfrastructure,#PowerSecure

[Joe Pompliano @JoePompliano]

Curt Cignetti took over the worst program in college football history and then proceeded to win the school’s first-ever national championship within just two years. It's the most remarkable coaching job in the history of sports.

[Jon Gruden @BarstoolGruden]

SUPER MENDOZA!!!

[On3 @On3]

INDIANA BEATS MIAMI🔴⚪️

HOOSIERS WIN THEIR FIRST NATIONAL CHAMPIONSHIP IN PROGRAM HISTORY🏆

[Indiana Football @IndianaFootball]

Perfection.

[TC @ColpronTodd]

The AI Boom Is Running Into a Wall: Electricity

https://t.co/tpEmhKrOK9

#EliakimCapital, #AIInfrastructure, #HighPerformanceComputing,
#DataCenterPower, #EnergyMeetsAI, #DigitalInfrastructure, #ComputeAtScale, #PowerIsTheConstraint, #InfrastructureCapital,
#FutureOfCompute

[TC @ColpronTodd]

The $3 Trillion AI Buildout: The Largest Industrial Investment Cycle Hiding Inside “Software”

https://t.co/wDryzszw72

#EliakimCapital, #AIInfrastructure, #DataCenters, #CapitalMarkets, #PowerInfrastructure, #HPCCompute, #PrivateCredit, #InfrastructureInvestment, #Hyperscale

[TC @ColpronTodd]

America’s Power Demand Is Rising Again—And Data Centers Are the Reason

https://t.co/6KU6tKMbvp

#EliakimCapital, #DataCenters, #PowerInfrastructure, #EnergyTransition, #AIEconomy, #GridReliability, #DigitalInfrastructure, #ComputeAtScale, #ElectricityDemand, #DataCenterPower

[TC @ColpronTodd]

https://t.co/Rh4x5ByPsW

[TC @ColpronTodd]

https://t.co/UhL1B3pjkX

[Science girl @sciencegirl]

Finland's underground data centers heat entire city blocks using server waste heat

In Finland, several data-centres now feed their waste heat into municipal district-heating networks instead of simply dumping it into the air. For example, waste heat generated by data-centre cooling is captured and transferred into the district-heating grid, providing carbon-neutral heat to thousands of homes and public buildings. This reuse of thermal energy helps reduce reliance on fossil-fuel heating, cuts emissions, and turns the by-product heat from digital infrastructure into a genuine resource rather than waste.

[Investors.com @IBDinvestors]

Data Centers Are Booming. So Is A Backlash Over Electricity Rates.

[TC @ColpronTodd]

@EliakimCap

https://t.co/1QfvyhnJel

[Wall Street Apes @WallStreetApes]

This is Amazon’s new $11 billion dollar massive Data Center Campus in St. Joseph County, Indiana

It will be primarily dedicated to training and running AI models

It will use 2.2 gigawatts of power, equivalent to the electricity needed to power roughly 1 million homes and approximately 300 million gallons of water per year

[Wall Street Apes @WallStreetApes]

This is Amazon’s new $11 billion dollar massive Data Center Campus in St. Joseph County, Indiana

It will be primarily dedicated to training and running AI models

It will use 2.2 gigawatts of power, equivalent to the electricity needed to power roughly 1 million homes and approximately 300 million gallons of water per year

[TC @ColpronTodd]

https://t.co/flZpu8Vjlc

[TC @ColpronTodd]

https://t.co/w8nMRRpm3c

[Ashlee Vance @ashleevance]

Best coffee in Nashville

[TC @ColpronTodd]

https://t.co/2b4JMqsRNu

[Circle @circle]

We believe we can build a new internet financial system that's better, together.