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Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
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Musk's "second dimension" political plan: the efficiency department led by him may set up a cost ranking list.
① Musk will lead the government efficiency department with entrepreneur Ramaswamy, and he has set a goal to cut fiscal costs by 2 trillion dollars; ② Musk stated that he might reference some gaming mechanisms, such as publicizing a leaderboard of the fiscal plans that waste taxpayer money the most.
Jim Cramer Says These 10 'Frothy' Stocks Are Up Over 200% YTD, Including Rocket Lab, Palantir, And Carvana: Here's What He Suggests Investors Can Do For 'Terrific' Long-Term Returns
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Trump's DOGE With Musk At The Helm 'Riddled With Conflicts Of Interest' Says, Clinton-Era Official Robert Reich