Can the AI industry persuade data center opponents by getting rid of NDAs?
On Equity, we debate the impact of data center moratoriums and whether the AI industry has a communication problem.
AI Summary & Key Takeaways
- On Equity, we debate the impact of data center moratoriums and whether the AI industry has a communication problem.
Can the AI industry persuade data center opponents by getting rid of NDAs?
Related stories
AI’s hidden storage bill: What inference leaves behind
Ask most executives to picture the cost of AI and they’ll likely see GPUs—racks of accelerators with gigawatts of power—and a waitlist for silicon. But that picture leaves something out: Data storage costs. What happens to data after a model responds? Much of the back-end data…
Strong results from SpaceX and the idea of merging with Tesla have returned market interest in AI-segment securities.
US indices added 0.6-1.1%. Company reports partly dispelled fears about demand for AI
Jensen Huang brought mini-robots to the stage and talked about the future of AI
🤖 Jensen Huang brought mini-robots to the stage and spoke about the future of AI While we are waiting for the head of NVIDIA in Kazakhstan, he spoke at the NVIDIA GTC Berlin 2026 conference and demonstrated the MicroDuck robots created by the French Pollen Robotics. Little robots were trained to walk...
RUОткрытые модели NVIDIA поддерживают проекты в европейском госсекторе
Новые открытые модели NVIDIA помогают европейским правительствам эффективно управлять данными.