@fredlambert Haidilao hotspot, Futian area and Nanshan areas are nice. Tencent HQ is in Nanshan, Huawei and BYD HQs are in Longgang. Shenzhen is amazing, have fun!
It's already starting:
Google is officially purchasing nuclear power.
Bloomberg is now reporting that NextEra Energy, $NEE, plans to restart a nuclear power plant in Iowa, primarily to supply Google data centers.
The 615-megawatt plant shut down in 2020, well before the AI boom, and is expected to start delivering power by 2029.
NextEra's stock is up sharply on the news because it foreshadows what's coming next for AI.
The world simply does NOT have enough power to continue scaling AI growth at its current pace.
Nuclear energy is the most promising solution to our global energy shortage.
Power will be the most valuable commodity in the world.
This is gona be the best Ai detector..
It's an image not a video, try it on whatever Ai you want, they won't see the floating heart.
It's the human brain.
BREAKING: China appears to soften their stance on recent rare earths export controls.
China now says:
1. The recent change is NOT a full export ban
2. Applications that “meet regulations” will be approved
3. Willing to engage in deeper dialogue
4. Looks for global industrial and supply chain stability
5. Relevant impact of export controls is "very limited"
6. Calls this a "necessary defensive action"
China also adds that they will take measures if the US persists in raising tariffs.
China is now restricting exports to retaliate in trade negotiations. Rare earth metals are used in basically all of our technology.
The raw ores are not rare, despite the name. But 90% of the refineries and smelters are in China. Even if the raw ore is available in other countries, it needs to be shipped to China to be turned into the type of metal that can be used by manufacturers.
The US govt is trying to correct this strategic error by subsidizing the construction of refineries and smelters for rare earth metals. But most of those projects are still years away from production.
We need more electricity:
AI data centers are set to consume 1,600 terawatt-hours of power demand by 2035, equal to 4.4% of global electricity.
In other words, power demand from AI data centers is set to QUADRUPLE over the next 10 years.
If counted as a country, AI data centers would rank 4th in electricity use, behind only China, the US, and India.
In major US markets, data center power demand is growing faster than that of electric vehicles, hydrogen, and other emerging technologies.
AI growth will soon be limited by energy.