|
|
|
|
|
|
|
|
|
|
|
01.10.26 - 15:21
|
Amazon Secures 20 Years Of Nuclear Power From Constellation As Goldman Sees Industry-Wide Win (ZeroHedge)
|
|
|
Amazon Secures 20 Years Of Nuclear Power From Constellation As Goldman Sees Industry-Wide Win
Goldman analyst Carly Davenport views Amazon's nuclear power deal with Constellation Energy as "positive for industry broadly" as the "Powering Up America" theme and nuclear theme continue as Big Tech scrambles for the cleanest form of stable power to fuel data centers chip stacks.
Davenport said Constellation Energy's 20-year deal to supply Amazon with 690 megawatts from Maryland's Calvert Cliffs nuclear plant is positive for both the utility and the broader power complex.
Calvert Cliffs has two nuclear reactors, with a combined generating capacity of about 1,790 megawatts, enough to power 1.3 million homes. The deal unlocks power to Amazon's data centers across the 13-state grid overseen by PJM Interconnection.
The deal also supports more than $3 billion in infrastructure investment at the nuclear power station, including upgrades adding 190 megawatts of generatin...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
01.10.26 - 01:51
|
Benchmaxxed: Google′s New Gemini 4 Aces SAT, Struggles With Actual Job, "Skeptical Employees" Admit (ZeroHedge)
|
|
|
Benchmaxxed: Google's New Gemini 4 Aces SAT, Struggles With Actual Job, "Skeptical Employees" Admit
After a year in which Google's AI roadmap resembled a Waymo stuck in a roundabout, the search giant on Wednesday finally unveiled Gemini 4 "Argon", its long-awaited flagship model. The market cheered, briefly: according to Goldman's closing equities color, GOOG traded +2% after hours on the "Argon" announcement.
Then Bloomberg reported that some of the people who have actually use the thing - as in Google's own engineers - aren't nearly as impressed as the leaderboard. The stock promptly faded.
According to Bloomberg's Julia Love and Davey Alba, Gemini 4 "performed well on benchmarks widely used to gauge model efficacy" but "does less well when employees actually put it to work," particularly on coding. One insider said the model "isn't particularly adept at front-end design" - the part of software that decides how apps and w...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
