Send us a text This espisode provide a comprehensive overview of the risks and issues associated with lithium-ion (LI) batteries, particularly focusing on the dangers of thermal runaway leading to fires and explosions, as detailed in a report from Fire and Emergency New Zealand and BRANZ. This technical report discusses the prevalence of LI batteries in various devices in New Zealand (e.g., cell phones, EVs, energy storage systems) and the global incident history, including safety issues rela...
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Send us a text This espisode provide a comprehensive overview of the risks and issues associated with lithium-ion (LI) batteries, particularly focusing on the dangers of thermal runaway leading to fires and explosions, as detailed in a report from Fire and Emergency New Zealand and BRANZ. This technical report discusses the prevalence of LI batteries in various devices in New Zealand (e.g., cell phones, EVs, energy storage systems) and the global incident history, including safety issues rela...
OpenAI's $38 billion AWS Deal: Is AI Infrastructure Bubble Forming?
Market Lens
2 minutes
1 week ago
OpenAI's $38 billion AWS Deal: Is AI Infrastructure Bubble Forming?
Send us a text This episode provides an extensive analysis of a $38 billion, seven-year cloud computing agreement between Amazon Web Services (AWS) and OpenAI, which resulted in a record surge for Amazon's stock. This landmark deal strategically grants OpenAI access to massive clusters of Nvidia GPUs through AWS infrastructure, effectively breaking Microsoft's prior exclusive hold on OpenAI's cloud needs while still maintaining a substantial Azure commitment. Crucially, the text details the i...
Market Lens
Send us a text This espisode provide a comprehensive overview of the risks and issues associated with lithium-ion (LI) batteries, particularly focusing on the dangers of thermal runaway leading to fires and explosions, as detailed in a report from Fire and Emergency New Zealand and BRANZ. This technical report discusses the prevalence of LI batteries in various devices in New Zealand (e.g., cell phones, EVs, energy storage systems) and the global incident history, including safety issues rela...
