“There are companies like Commonwealth Fusion that are very close — the energy going out will be more than the energy coming in. So fusion could be huge in the next 5 to 10 years.” –Steve Pagliuca, senior advisor to Bain Capital, the firm’s former managing director and co-chair, and co-owner of the Celtics, at #WEF2025 in Davos, Switzerland. Why the investments in fusion? “Because you have to power these facilities to get us the power we need to run the AI,” he said in conversation with Maria Bartiromo on Fox Business Network. #FusionEnergy #AI #Davos
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Bryan Yeo, GIC Deputy Group Chief Investment Officer and Director, Integrated Strategies Group, shared GIC's perspective on geopolitics, the macro landscape, and the AI revolution in a keynote discussion at the stars Singapore symposium 2024 organised by stars - for Leaders of the Next Generation. Bryan highlighted the current uncertainty caused by a shifting world order, discussed how investors should approach the AI opportunity to avoid pitfalls, and identified the bright spots that GIC is looking to invest in for the long term. Swipe for Bryan's insights and read more on #GICThinkSpace: https://lnkd.in/g4X232H9 #GIC #GICSG #Singapore #finance #investing #longterm #geopolitics #AI #macro
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🧠 SentinelOne's Chris Krebs recently joined top Fortune 500 CEOs to discuss how businesses are reinventing themselves around artificial intelligence (AI), clean energy, and other emerging technologies. “While this regulatory and enforcement challenge will not be solved overnight, the policy arc has been fairly consistent and bipartisan." Krebs also expressed optimism that “AI-enabled defenses are outstripping the capabilities of adversaries to attack our critical infrastructure, in large part thanks to capital markets, innovation, and the investments companies are putting into it.” To learn more, read the full article about the Yale CEO Summit: https://s1.ai/Yale-CEO
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#ArtificialIntelligence (#AI) has rapidly become embedded in our daily lives, transforming industries, accelerating innovation, and driving energy consumption like never before 👉 https://lnkd.in/ecyKBvs7 Yet the power grid — ironically, the backbone that supports AI’s evolution — remains outdated, struggling to meet the demands of a rapidly electrifying world. This surging demand will drive modernization efforts — spanning sectors and industries — to overhaul an antiquated power grid and pave the path for the next wave of innovation and growth. Join industry leaders from the U.S. Department of Energy, Raymond James, and LocusView to delve into the forces reshaping the grid and how investors could position for the compelling opportunities ahead.
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The Future of Quantum Sensing: Emerging Companies and Why They May Go Public. For those interested read here ...https://lnkd.in/eBeRrqtZ #QuantumSensing #QuantumTechnology #QuantumLeap #QuantumComputing #EmergingTech #Innovation #TechTrends #FutureTech #IPO #Investment #VentureCapital #TechInvestments #DisruptiveTech #Healthcare #Defense #SpaceExploration #Energy #Environment #AI #MachineLearning #DeepTech
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The point that DeepSeek’s models reportedly cost 30 times less to run on older hardware is significant, especially in a business climate of “do more with less” and when companies are looking to reduce their CapEx and OpEX associated with deploying AI solutions. While there is still a lot to be learned about DeepSeek, here’s what we know so far: 1. Its model is designed to run on older, less expensive hardware, making it more accessible and cost-effective. 2. DeepSeek’s technology supposedly will also use less computing power - hot topics in tech, given the cost efficiency and environmental implications. 3. Lower costs mean companies can scale their AI operations more efficiently, innovate, and experiment with fewer financial downsides. Obviously, companies need to consider their long-term strategic goals and other potential implications, such as regulations, geopolitical dynamics, and how best to maximize the value and impact of AI. Watch this space. 👀
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The AI-driven demand for superchips presents immense potential but requires careful strategy. As DeepSeek’s rapid ascent reshapes the landscape, staying informed and adaptable will be key to capitalizing on emerging opportunities rather than being caught off guard by market shifts.
Founder & CEO, Diamond Wealth | TIGER 21 Chair, Family Office & Chicago | Founder, Host & CEO, Family Office World | Member, Multiple Advisory Boards | University of Chicago Family Office Initiative | NLR | TEDx Speaker
Is the AI revolution reshaping the semiconductor industry faster than investors can keep up? The rapid rise of artificial intelligence (AI) is driving demand for advanced semiconductors, or "superchips," presenting both opportunities and challenges for Family Offices. The recent emergence of DeepSeek, a Chinese AI startup, has added another layer of complexity, disrupting market dynamics. AI requires immense computing power, fueling the growth of superchips. According to Family Capital, Family Offices exposed to AI-related semiconductor firms have seen both soaring gains and heightened volatility. DeepSeek's AI Assistant, powered by its V3 model, has overtaken ChatGPT as the most popular free app on the U.S. iOS App Store, utilizing a fraction of the GPUs typically required by leading AI companies. The New York Times highlights this efficiency shift, raising questions about changing hardware needs. DeepSeek's breakthrough has been called a "Sputnik moment" for American AI. UBS reports that Nvidia, Microsoft, and Alphabet stocks plummeted, erasing $1 trillion from U.S. markets by late January. Yet, analysts at MarketWatch suggest that AI investment remains strong, shifting toward cost-efficient models. Meanwhile, The New York Times notes that Blackstone is reassessing its AI investments, focusing on semiconductor-dependent startups and adjusting its strategies accordingly. Fortune further amplifies this perspective, citing venture capitalist Marc Andreessen, who likened DeepSeek's rapid rise to the original Sputnik moment, warning that U.S. investors must move swiftly to maintain competitive advantages in AI markets. For Family Offices navigating this sector, understanding exposure, tracking market trends, and diversifying tech investments are critical. While semiconductors remain central, balancing portfolios across AI sub-sectors and engaging with industry experts can mitigate risks. The AI-driven demand for superchips presents immense potential but requires careful strategy. As DeepSeek’s rapid ascent reshapes the landscape, staying informed and adaptable will be key to capitalizing on emerging opportunities rather than being caught off guard by market shifts. #AI #FamilyOffices #FamilyOffice
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Generative AI, energy transition, and re-globalization are areas, at a macro level, which will require long-term investment to satisfy the global demand from multiple sectors. To fully realize the potential of these investments (and their outcomes), they have to be embraced by private-public partnerships. It was great to discuss these topics and more with David Westin during Bloomberg’s Invest Summit yesterday.
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As we close out 2024, the Year of the Wood Dragon has proven to be a catalyst for transformation, much like the Water Dragon of 2012. This year has brought unprecedented advancements in AI, major shifts in leadership, and a collective awakening to hidden truths and systemic disparities. How has this dragon energy reshaped society, technology, and global power structures? Check out the latest video to find out!
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Here are more details behind ‘Stargate Project,’ the $500 billion AI infrastructure investment | CNBC News at https://lnkd.in/euggEyy #Stargate #AI #ArtificialIntelligence
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With quantum tech accelerating, are industries ready for the transformation ahead? Quantum and AI are transforming industries, from healthcare breakthroughs to safeguarding national security. But with rapid progress comes pressing challenges. In a CNBC segment, our CEO Jack Hidary shares insights on: - Driving innovation with Large Quantitative Models (LQMs) - The race to adopt quantum-safe encryption and why action is needed today - The industries poised to benefit most from quantum and AI advancements Watch the full interview to understand how quantum and AI are shaping our world: https://bit.ly/3WSs8Zp
Jack Hidary on the quantum revolution and how industries must adapt | CNBC
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