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Le Pen And AfD Join Forces: Heavy Headwinds For Von Der Leyen's EU Mega-Budget zerohedge.com/markets/le-pen…
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zerohedge retweeted
NEW: AI spend stutters in the latest Ramp AI Index. Per employee spend rose in Sept for the top 1% of business spenders but remains below highs in July. The top 1% of firms spent $9,568 per employee per month, down 3.1% from its July high of $9,873. The median firm spent $16
“In 2026, GPT 6 Astra took nearly an octillion calculations to train--over 50 million times as many calculations as GPT 1 did. Even calling this figure astronomical understates its size: An octillion is a thousand times the number of starts in the known universe...Researchers predict that by 2030, training the largest A.I. models may use electricity at a rate similar to New York City today. Energy experts project that by then, data centers may use around 12 percent of America’s electricity." - NYT
Under Pressure "From Multiple Sides": Anthropic Opens Talks With NYC Comptroller For IPO Pause zerohedge.com/markets/under-…
Everything Is Russia's Fault (Even Global Warming!) zerohedge.com/geopolitical/e…
Chinese Researchers Unveil Plans For Tank That Can Remain Submerged For Two Hours zerohedge.com/markets/chines…
zerohedge retweeted
Today I signed the data center moratorium legislation. San Francisco is the national leader in innovation, and that innovation is one important driver of our city’s recovery. We can never take that position for granted. As our city recovers, our administration is working to deliver a recovery that reaches every family and truly supports our communities. Over the next 45 days, alongside departments and the Board of Supervisors, we will continue the work our administration has already started to develop a thoughtful, responsible framework that allows for the technology infrastructure our hospitals, office buildings, academic institutions, and government rely on while prioritizing community needs, keeping electricity rates low, and protecting the clean water and air our residents deserve.
zerohedge retweeted
🚨 ABSOLUTE DESTRUCTION in San Clemente right now! The raging Norte Fire has exploded to nearly 500 acres. If you are under an evacuation order, GET OUT NOW. Do not wait! Praying for the firefighters on the front lines fighting these winds. Stay safe, California! 🙏🔥 x.com/DarinRMcClure/…
New Dementia Cases Projected To More Than Double Globally By 2050 zerohedge.com/medical/new-de…
Goldman Momo basket just turned negative on the year. Was up 70% in late June, just before Chinese open weight models flooded AI
Qatar's Government Revenue Plunges 42% In First Half As Iran War Knocks Out Gas Exports zerohedge.com/geopolitical/q…
US Offers Another 17 Million SPR Barrels As Fuel Crisis Deepens zerohedge.com/energy/us-offe…
zerohedge retweeted
The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt oil. It's far more structural. Get long, buckle your seat belt, and hang on for the ride.
Relief At The Butcher? Beef Prices Show Signs Of Easing zerohedge.com/food/relief-bu…
The Precious Metals Crisis That Could Trigger A Global Financial Reckoning zerohedge.com/precious-metal…
Can there be a rule that one hedge fund can blow up 3 times at most
"The Other Canada": Is China Hiding $600 Billion In Treasuries North Of The Border? zerohedge.com/markets/other-…
So many ridiculous explanations why basis trade is shrinking. here is the answer: rate vol is off the charts
According to new analysis asset managers have increasingly found the cash-futures basis trade less attractive relative to alternatives, including swaps linked to new debt issuance tied to data center construction in support of artificial intelligence (AI). dallasfed.org/research/econo…
Quoth the Raven @QTRResearch
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