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cover of episode Amazon Wants More Power

Amazon Wants More Power

2025/6/27
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Motley Fool Money

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H
Holly Anderson
J
Jason Moser
作为 Motley Fool 高级分析师,Jason Moser 专注于提供深入的财经分析和投资建议。
M
Matt Argersinger
P
Peter Anevski
R
Ricky Mulvey
作为《Motley Fool》播客主持人,Ricky Mulvey 提供对各大公司财务表现和未来发展的深入分析。
Topics
Ricky Mulvey:全球数据中心支出巨大,亚马逊的Project Rainier项目需要大量电力,相当于100万家庭的用电量。\n\nJason Moser:Project Rainier是一个旨在支持下一代AI的大型独特机器,它将连接美国各地的数十万个Amazon Tranium II芯片。数据中心正在成为新的计算单元,类似于英伟达CEO Jensen Huang设想的AI工厂。Anthropic将使用新的AI计算集群来构建和部署未来版本的AI模型Claude,该集群将提供比Anthropic当前最大的训练集群高五倍的计算能力。Amazon认为,如果训练效率显著提高或AI开发遇到瓶颈,该设施可用于向客户提供AI技术。\n\nMatt Argersinger:人们对人工智能的需求和支出激增,导致房地产投资信托基金(REITs)的估值过高。数据中心REIT市场可能存在泡沫,类似于COVID期间公寓市场过度建设导致租金下降的情况。数据中心支出巨大,可能存在技术风险,例如更小、更强大的芯片可能使现有数据中心过时。

Deep Dive

Shownotes Transcript

Amazon’s latest data center will require the same amount of electricity as one million homes.

(00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:

  • The data center spending boom.

  • Hims & Hers messy breakup with Novo Nordisk.

  • Overrated and underrated business stories from the year so far.

(19:11) Progyny CEO, Peter Anevski, joins Tim Beyers and Holly Anderson to discuss the growth path ahead for the health benefits company.

(31:28) Jason and Matt discuss Disney’s box office struggle with “Elio” and offer up two radar stocks: Uber and Otis Worldwide.

Companies discussed: AMZN, HIMS, NVO, TSLA, PGNY, DIS, UBER, OTIS

Host: Ricky Mulvey

Guests: Jason Moser, Matt Argersinger, Tim Beyers, Holly Anderson, Peter Anevski

Engineer: Dan Boyd

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