Why Microsoft and Google split paths.
"I'm writing this from a hotel room in Beaver Creek. My hands are actually shaking a little. I just left a private dinner with the CEOs of the world's biggest mining companies. But the most important person there wasn't a miner. He was a 'crypto whale' representing the largest private gold buyer on earth. When he leaned in and whispered his plan to the table, the room went dead silent. If what he said is true, the gold market is about to change forever—starting in 2026. See the notes from the secret meeting here." | | | | Today`s special bonus sponsored by Golden Portfolio |
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| | | | | The room is quiet, but the signal is deafening. | For three years, the world obsessed over Large Language Models. The market chased software and assumed the hardware would keep up. They assumed the wall socket was infinite. | They were wrong. | We are witnessing a structural break in how technology consumes resources. The constraint is no longer silicon yield; it is the raw physics of electricity. | Most investors stare at the screen. You need to look at the power plant. |
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| | | | | The Terrestrial Ceiling | The hum of a modern data center is not just noise. It is the sound of a grid under siege. | By late 2024, the cracks were visible in the reporting. Google quietly disclosed that its electricity consumption doubled to 30.8 million MWh. That is not a growth metric; it is a warning light. | | U.S. data centers are on track to consume 12% of the nation's total electricity by 2028. | This creates a thermodynamic ceiling. You cannot build infinite intelligence on a finite grid without breaking local infrastructure. | The signal is clear. This is not a software problem. It is a physics problem. | When the terrestrial grid becomes a bottleneck, operators do not stop growing. They look for a new environment entirely. | Google's "Project Suncatcher" admits defeat: Earth's grid can't power AI. | | While Google flees to orbit for 8x solar efficiency, Microsoft is restarting Three Mile Island to secure terrestrial power. | The race is on. Trump's Executive Order 14301 mandates new nuclear reactors by July 4, 2026. | But they all require one critical "AI Fuel" (HALEU). | One small company holds the key. | |
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| | | | | The Orbital Pivot | While Microsoft looks to nuclear reactors on the ground, Google looks up. | We are tracking the deployment of Project Suncatcher. This is not a sci-fi vanity project; it is a calculated utility play. | By early 2027, Google will launch prototype satellites in partnership with Planet. They will test high-performance TPU hardware in Low Earth Orbit (LEO). | The logic is brutally simple. Solar panels in sun-synchronous orbit operate with 8x efficiency compared to terrestrial farms. There is no night, no clouds, and no atmosphere—just constant energy. | Imagine a data center floating in a vacuum. It is silent, cold, and bathed in perpetual sunlight. | Google aims to harvest 28kW of power per satellite. They are building a distributed AI grid that lives above the atmosphere. | Treat it less as a pitch and more as a signal. The ground is too crowded. The plumbing is moving to the sky. | The Economics of Gravity | For decades, the cost of fighting gravity made space-based compute impossible. | That math has officially broken. The arrival of reusable heavy-lift vehicles like the SpaceX Starship is rewriting the ledger. | | We are moving toward a launch cost of $50-250/kg by 2035. At that price, putting heavy silicon into orbit is cheaper than building power plants in Virginia. | Google CEO Sundar Pichai frames this as a 10-year horizon. Yet the prototypes launch in barely 14 months. | They are testing V6e Trillium TPUs for radiation hardness. They found the chips can withstand 150 rad(Si)/year. | This is the convergence we often discuss. Launch costs drop while energy demand spikes. Suddenly, the impossible becomes the inevitable. | The Great Bifurcation | We are entering a period of infrastructure bifurcation. | On one side, you have the "Heavy Earth" strategy. This means restarting nuclear plants like Three Mile Island to feed monsters on the ground. | On the other, you have the "Orbital Escape." This moves energy-intensive training runs to the vacuum of space. | | Project Suncatcher proves the grid is no longer a public utility. It is a competitive moat. | By 2027, the question will not be how fast your chip is. It will be where your chip lives. | Smart investors are not buying software stocks. They are buying the copper, the uranium, and the launch providers that build the new rails. | The room is quiet, but the machinery is moving. | Watch the skies. |
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