Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
“Sustainable energy” - what actually is it?
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
AI infrastructure is becoming as foundational as electricity was a century ago.
The question is whether it's built with communities or on top of them.
@JensenHuang and @GavinSBaker circled the same point this week: data centers can be a genuine win for the towns that host them, but only if the builder shows up first, listens before breaking ground, and keeps the promises made on day one.
In Independence, MO, that meant:
- We paid off $270K in local school lunch debt before we ever broke ground.
- More than 99% of our construction workforce is local union labor.
- We signed a workforce partnership with Metropolitan Community College.
- Our closed-loop cooling system uses about as much water each year as a single restaurant, less than a typical gas station.
We show up under our own name. We work in the open with the community. And the commitments we make on day one are the standard we hold ourselves to for the life of the facility.
More on how we build AI responsibly: linkedin.com/pulse/building-…
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
الرئيس التنفيذي لـ NVIDIA "جينسن هوانغ" يدخل على خط النقاش الحامي ويعلنها صريحة! 🚨🇺🇸💥
رداً على تحول موقف المستثمر التقني Gavin Bakers حول مراكز البيانات، جينسن هوانغ يؤكد: "الذكاء الاصطناعي يعيد التصنيع للولايات المتحدة ويعيد بناء القوة الصناعية بعد عقود من الاستيراد والتفريط!"
حقائق مرعبة وأرقام ضخمة تغير معادلة الطاقة، الوظائف، والنمو الإقتصادي! 🧵👇
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
The AI race is moving beyond models.
Now it’s about the infrastructure that lets intelligence actually operate.
That’s where the next layer gets built. ⚙️
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
$NVDA CEO Jensen Huang just spelled out the exact tailwinds behind $XMTR 👀
✅AI-driven American 🇺🇸 reindustrialization
✅massive surge in domestic manufacturing
✅The next industrial revolution
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
Jensen Huang is right. The local benefit piece isn’t theoretical either. Loudoun County is already collecting ~$1B a year from data centers. “They don’t pay taxes” was never true.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
@JensenHuang is spot on here and we see these dynamics first hand at @CrusoeAI every day from our growing manufacturing footprint in America to our multi-billion dollar investments in rural communities to accelerating new energy technologies and power infrastructure investments.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
This comment from Jensen Huang is incredibly important for the future of America! I hope as many people as possible read it (& @GavinSBaker’s):
“We have an opportunity to create lasting benefits for communities across America & help America lead the next industrial revolution.”
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
Jensen Huang: Son altı ayda yapay zeka girişimlerine 400 milyar dolar aktı. Çip fabrikaları, enerji şebekeleri, yeni istihdam. Yapay zeka, onlarca yıldır yurt dışına kaçan imalatı ABD'ye geri getiriyor.
xitter.twitterapi.xyz/JensenHuang/status/209…
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
The AI labs need $1 trillion a year in revenue to justify the build out - that's not happening. Usage (and token prices) are dropping while edge inference and open weights gain share.
One level up, the data centers need to energize the chips. That's not happening as New York, Pennsylvania and Texas have effectively banned new data centers and the DoE has ordered grids to prioritize real users during peak demand.
$NVDA cannot sell if there are no buyers, and there are no buyers because the lower layers of the pyramid can no longer justify the spend.
Once Blue Owl $OWL LPs start demanding their money back, a lot of SPVs will be unwound and this whole pyramid will collapse.
Not even Trump can pump the AI bubble now. It's over.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
Investing is easy.
First, listen to smart people, not the ones calling for a crash every single day.
Then do your own research, stay patient, and let compounding do the work.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
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"$400 billion has been invested in AI startups in the past six months alone."
$400B is ~80% of total global VC YTD. Roughly 1/2 is OpenAI and Anthropic alone already $217B.
Leaving ~$200B for every other AI company. If application-layer startups typically push 40-50% of spend straight to model API calls, GPU rental, or inference, that's $80-100B flowing right back out the door to buy compute or model access.
Around and around we go.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
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The conversation around AI is still too focused on models and benchmarks.
What actually determines long term impact is quieter: power infrastructure, local jobs, tax bases, and whether communities see real benefit.
Treat those as secondary and the technology stays abstract.
Treat them as core and it becomes durable.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
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Jensen is right about what AI can do for economies and communities.
But there is a question his tweet does not answer.
Who controls the AI that does all of this?
If manufacturing comes back, energy grids get upgraded, and new industries get built, all running on AI that sits inside three or four closed platforms, we have not reindustrialized the nation. We have just moved the dependency.
The next industrial revolution only creates lasting benefits for communities if the infrastructure powering it is something those communities can actually access, audit, and build on.
That is not a political argument. It is an engineering one.
$400 billion invested in AI startups in six months.
$42 million committed to open source AGI by Sentient Foundation. The numbers are not comparable.
But the direction is.
One future concentrates the gains. The other distributes them. The builders deciding which one we get are working right now.
@sentient_found
@SentientAGI
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
Well said, Jensen.
The real story is execution
pairing cuttingedge AI infrastructure with genuine community partnership. When data centers deliver jobs, and local tax revenue while protecting ratepayers, everyone wins.
This is how America leads the next industrial era
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
Three weeks before Jensen wrote this, Nvidia brought Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR together to mobilize more than $500 billion for AI infrastructure.
Think about what that means. A company that began by selling graphics chips is now helping create financing markets for the factories that buy its chips. The proposed platforms would let investors fund GPU infrastructure against long-term, usage-linked revenue, giving AI companies access to pools of capital previously used to finance power plants, telecom networks and other large infrastructure.
The physical commitments are already enormous. TSMC plans to invest $165 billion in U.S. chip manufacturing. Micron has announced approximately $200 billion for American memory manufacturing and R&D. Stargate intends to invest $500 billion in U.S. AI infrastructure over four years.
Every increase in demand for AI now carries a physical bill of materials: chips, packaging, servers, land, electricity, cooling, transformers and construction.
This is how funding an AI model eventually creates work for semiconductor fabs, utilities, equipment suppliers, electricians and data-center builders. AI is turning software demand into industrial capital expenditure.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
Couple of big names getting behind American manufacturing. Love to see it.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
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"Builders must partner with communities to build in their hometowns, earn trust and create local benefits. We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution."
@EUCouncil or @NicusorDanRO can we have this in EU / Romania too ?
there is a ton of talent, there is so many things which can be built correctly and fast. but we shouldn't spend 50% of the time on regulations and papers.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
Jensen Huang : « L’IA crée de nouvelles entreprises et industries. »
Le PDG de $NVDA vient de lâcher un chiffre qui donne une idée de l’ampleur du phénomène :
400 MILLIARDS DE DOLLARS investis dans des startups IA en seulement 6 MOIS.
Et ce n’est probablement que le début.
Selon Jensen Huang :
• L’IA crée de nouvelles entreprises et industries
• Elle accélère les investissements dans l’énergie et les infrastructures
• Elle crée des emplois dans la construction, l’énergie et les semi-conducteurs
• L’Amérique peut mener la prochaine révolution industrielle
L’IA est tout simplement en train de transformer toute l’économie.
Gavin, spot on.
AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring.
AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies.
AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers.
AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone.
Builders must partner with communities to build in their hometowns, earn trust and create local benefits.
We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
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