(test of new WordPress Micropost)

Some random notes just today. Each infers days of research. The areas of China, tariffs, Middle East peace, softer US inflation and re-emergence of a bull market are pointers of that shift in expectations. There is no guarantee of course, but for now the ducks are aligned.

• Global AI and Saudi Humain
• Coreweave and Spain
• Concept of Nvidia advanced data Center’s takes hold
• Perplexity pursuing funding to replace Google and predominant search
• Governments making AI a strategic priority (Carney in Canada)
• Customized data Center construction and architecture becoming norm