AI Gets Star Power

...as if it didn’t have enough already!

(00:14) Asit Sharma and Mary Long discuss:

- The new venture to build out American AI infrastructure.

- How 20 data centers get a $500 billion price tag.

- GE Aerospace’s razor-and-blades business model.

Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.

Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG

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Host: Mary Long

Guests: Asit Sharma, Seth Jayson

Engineer: Rick Engdahl

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