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Bezos's attitude has drastically changed as he embraces Trump, stating that the new government will lead a new wave of regulation.
① Bezos expressed an optimistic view towards the USA's elected president Trump, expecting the new government to bring a more favorable regulatory environment; ② He believes that Trump has invested greatly in reducing regulations and stated that he would do his best to help Trump if possible; ③ Bezos had previously been in opposition to Trump for a long time, but his attitude has changed now.
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Bank of America Outlook for 2025: The most aggressive policies in the usa in a century will fuel a "technology bubble", but "the higher one climbs, the harder one falls."
Bank of America warns that the U.S. stock market may have reached a critical point of collapse, potentially facing the impact of the AI bubble and Trump’s policies next year. The similarities between AI and the internet of the late 1990s are apparent, with the bubble's burst only a matter of time. If Trump fulfills his campaign promises, it could bring a brief prosperity to the U.S. stock market, but it would also fuel the bubble, leading to a major depression.
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1 million GPUs! Musk plans to expand the Colossus AI supercomputer cluster tenfold, continuing the arms race in AI infrastructure.
The investment required to expand Colossus is estimated to reach hundreds of billions of dollars, while also incurring relatively high costs for construction, power supply, and cooling. However, xAI has raised approximately $11 billion from investors this year.