Locator: 48998TECH.
Two huge question marks in tech:
- partnerships vs going it alone:
- driven by financial risk;
- the cloud vs the edge;
- driven by battery power.
AI (cloud and edge, doesn't matter):
- in-house vs partnerships
- 2025: American Manufacturing Progam, Apple lead. Link here.
- 2025: Stargate, Softbank and Foxconn lead. Link here.
- 2021: RAMP-C, Intel lead -- DOD. Link here.
Energy:
- coal;
- natural gas;
- nuclear;
- renewable.