Donald Trump vient d’annoncer un plan d’investissement de 500 milliards de dollars dans l’IA. Oui, vous avez bien lu : 500 milliards !!! Et pendant ce temps, la France et l’Europe continuent de croire que les postures moralisatrices et la régulation nous sauveront. Game over.
MARKET TRENDS
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Copilot Named Apple’s App of the Day
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Honored to see Copilot selected as Apple's app of the day! If you haven't checked it out yet, maybe this is your sign
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Energy Demand Explosion Driven by Artificial Intelligence Industrialization
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Ed is not reading the tea leaves. The world’s demand for ENERGY is about to EXPLODE, driven by the Industrialization of Intelligence. This fantasy of an ‘unstoppable’ Net Zero transition—presumably to renewables—is delusional. In the short to medium term, expect fossil fuel
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Company decision to skip image generation feature due to low customer demand
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fwiw he has said previously they opted not to roll out image generation as customers weren't clamoring for it
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Stargate: U.S. AI Global Dominance Strategy
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4/ Make no mistake: Stargate is the U.S. doubling down on global dominance in AI. •China? Obsessed with control—can’t scale innovation? •Europe? Watching from the sidelines. Too slow, too fractured, not enough investment.
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US Intelligence Infrastructure Leadership in Global AI Competition
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5/ The stakes are massive. This isn’t a project—it’s the future. Intelligence is physical now. Infrastructure is strategy. The industrial revolution of intelligence is underway—and the US is leading it. 6/ I relocated to the U.S. six months ago. Looks like that was a good
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Nuclear energy and infrastructure: powering AI’s future growth
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3/ 2025 trends converging: •Nuclear energy—the only way to meet AI’s hunger for power. •Infrastructure reinvention—data centers, chips, grids: nation-building 2.0. •Private-sector leadership—the real moonshots aren’t coming from governments. (Although, Trump’s new
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Texas emerges as global AI infrastructure powerhouse
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2/ Forget the old metaphors. This isn’t “the new oil” or “the new factories.” This is a new era. Building the infrastructure to power intelligence—globally. And it starts with Texas as ground zero.
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Stargate: $500B AI Infrastructure Investment Announced by Trump
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Thoughts on #STARGATE, the $500bn AI infrastructure investment to be announced by @realDonaldTrump
. 1/ OpenAI, SoftBank, Oracle. $100B now, $500B over 4 years. Stargate is here—starting in Texas. This isn’t just AI—it’s industrial intelligence at scale. The U.S. just