{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Power, Not Chips, Is the Constraint","description":" In this week\u2019s Roundup, we start with a discussion on Figure's and Nvidia\u2019s quarterly results, choppy digital asset markets, Circle\u2019s 45% post-earnings move, and cost reductions at Block. From there, we zoom out to the AI and compute stack, including Anthropic\u2019s stance on AI safeguards and a potentially landmark 6-gigawatt AI infrastructure deal between AMD and Meta. We close with our Chart of the Week, Why Inference Workloads Could Account for as Much as 40% of Global Data-Center Demand by 2030, and what this may mean for investors.  Remember to Stay Current!  To learn more, visit us on the web at https:\/\/www.morgancreekcap.com\/morgan-creek-digital\/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.  ","author_name":"Digital Currents","author_url":"http:\/\/digitalcurrents.libsyn.com\/website","html":"