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Flying car: in case you missed it -- link here. Now, this is ludicrous.
Growing global AI data center capacity:
- From Shay Boloor, link here: BofA sees global AI data center capacity growing ~5x to 219 GW by 2030:
- AMZN: + 42 GW
- GOOG: + 27 GW
- MSFT: + 24 GW
- SPCX: + 24 GW
- META: + 18 GW
- ORCL: + 12 GW
- CRWV: + 7 GW
- NBIS: +5 GW
- What’s really interesting is that neoclouds will be accounting for ~40% of new capacity added in 2030.
- CRWV
- NBIS
- SPCX
- IREN
- Lambda
SpaceX: the everything company. Link here.
Harvard's endowment: jumps 27% in fiscal 2026 -- how did your portfolio do? Link here.
- one reason: SpaceX is Harvard's #1 holding;
- second largest holding: TSMC;
- strongest return in five years;
- beat the S&P 500's 22.3%;
- federally-sponsored research revenue declined by 19% in same time period.
- apparently the best year ever for the endowment.
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Nvidia To Build Industrial Parks In Texas
