Earnings360 Newsletter for 12/11/2024

George Gilder has spent 40 years calling technology inflection points — from smartphones in 1991 to streaming video in 1994 to Amazon's dominance in 1996. Now he believes a new computing technology called wafer-scale processing could make today's AI data centers obsolete, with processing speeds up to 100X faster and 90% less energy consumption. The Trump administration recently secured a $200 billion investment in the space, and Gilder has identified three companies building what he calls the "Trillion Dollar Triangle" at the center of this shift.

AI Bombshell: How Wafer-Scale Could Change Data Storage Forever

While Wall Street obsesses over public-facing AI hype, three companies are quietly building the technology that could make current AI investments obsolete. Trump’s Secret Weapon: He engineered a $200 billion investment in wafer-scale computing that uses entire silicon wafers as super-computers instead of tiny chips. The Results? 100X faster processing power, 90% reduction in energy consumption, and technology that completely rewrites computing rules.