Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
SemiAnalysis visited an 800MW wind-powered AI campus in Inner Mongolia that built 120MW within a year.
SemiAnalysis visited China's 800MW wind-powered AI campus in Inner Mongolia
The campus built 120MW within a year and includes a 5MW SST-native 800V DC pilot and a cooling design without central chillers.
SemiAnalysis compares it with Stargate Abilene, the gigawatt-scale Texas campus built for OpenAI.
Source →QQQ fell 6.36% and the SOX 12.25% in one of the worst US sessions in years
The Nasdaq 100 fell 6.36% for QQQ's worst session in more than five years and the SOX fell 12.25%, after weeks of investors cutting their AI exposure.
The recap also covers Texas turning blue and Google's bet on Bloom.
Source →Outlier Capital says the next decade's bottlenecks are being locked in after the November 5 crash
Outlier says AI names got smashed on November 5, semis led the decline and the CNN Fear & Greed Index plunged into Extreme Fear, while most portfolios look at the wrong layer.
The letter says the next decade's bottlenecks are being locked in.
Source →Gaetano says the data-center backlash matters for AI infrastructure stocks
Gaetano argues investors need to understand what the backlash could actually change about the buildout.
Owners of AI infrastructure stocks should track these developments, per the post.
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