1. Nebius rapidly built a global AI cloud platform in 18 months, surpassing first-gen hyperscalers' decade-long efforts; 2. Leverages Nordic locations, renewable energy, and heat recycling for cost leadership and ESG advantages; 3. Strategic partnership with Nvidia and self-funded expansion strategy position it for sustained growth in AI infrastructure.
Recent #Green Energy news in the semiconductor industry
➀ China's AI data center expansion in 2023-2024 has led to significant underutilization of billions of dollars in infrastructure;
➁ Rushed projects resulted in poor planning and technical irrelevance;
➂ Market shift towards inference workloads has reduced demand for high-end GPUs, leading to a decrease in rental prices.
1. Lithium Americas (LAC) is an early-stage lithium producer with a promising asset in Nevada, set to benefit from the projected lithium supply gap over the next two decades. 2. Despite current oversupply issues, LAC's Thacker Pass project is well-funded and on track to begin production by 2027, with significant revenue potential. 3. LAC's partnership with General Motors and federal support de-risks the project, making the stock undervalued with a potential 5x upside.
1. MIT engineers have identified key traits for fast proton conduction and found six promising candidates. 2. Solid acids are likely to be fast proton conductors, based on computer simulations. 3. These materials could enhance fuel cells, clean fuel electrolyzers, proton batteries, and iono-electronic devices.