Indian retweetledi
Indian
10.5K posts

Indian
@ElectroSciPol
Electrical Engineer | Political Enthusiast | Powering through circuits and policy | Voltages & Votes | Let's engineer a better future
Europe Katılım Temmuz 2010
203 Takip Edilen254 Takipçiler

#WATCH | Oslo, Norway | MEA Secretary (West) Sibi George says, "...We are one sixth of the total population of the world, but not one sixth of the problems of the world. We have a constitution which guarantees the fundamental rights of the people. We have equal rights for the women of our country, which is very important...We believe in equality, we believe in human rights...If anyone whose rights are violated, they have the right to go to court...We are proud to be a democracy..."
English

@RoshanKrRaii I stay in Germany we have many NRI bhakts who have German passport and they attend such events .
English

@alex_avoigt @itsolelehmann Regulation regulations regulations . It has slowed Europe’s growth
English

@itsolelehmann 🇩🇪 Germany is falling massively behind in the age of AI and I see no indication that it will catch up - and that will prove to be a colossal problem for our economy and the country as a whole.
English

I'm German.
Germany's ENTIRE AI data center capacity is less than 1/2 of just one site being built in Texas.
We have 530 megawatts of AI data center capacity in the entire country.
The US has 8.2 gigawatts. That's 15x more compute on a country with only 4x the people.
Per German, the US has roughly 4x the AI infrastructure.
One university computer at MIT is 4x faster than Germany's most important commercial AI facility.
The obvious reaction here is "so what, German companies can just rent compute from AWS."
But that's the same logic Germany applied to Russian gas for two decades.
Roughly 70% of German enterprise AI today runs on American cloud providers like AWS, Microsoft, and Google. Which means it runs under American law.
Every AI tool running in German hospitals, courts, ministries, banks, and factories sits on a foreign platform.
Here's why this can actually become problematic. Imagine these scenarios:
> The next GPU generation launches and American companies get access first because they own the data centers. German firms wait 12 months and pay 2-3x more for what's left.
> A frontier AI model gets released and US export controls block it from being deployed in Germany. SAP and Siemens watch American competitors integrate it for a year before they can.
> And in the worst case, a US president decides to use AI access as leverage in a trade dispute. German companies get cut off from the models their American competitors are still running.
All of them are compounding problems that will negatively impact the German economy (and everyone's standard of living/jobs etc).
None of this is hypothetical.
> The US pulled Starlink as leverage with Ukraine in March 2025
> Chip exports to China have been throttled for three years
> And the CLOUD Act lets the US demand any data stored by American cloud providers (even when the customer is a German company and the servers are physically in Germany).
Germany doesn't have an answer for any of those scenarios today because the infrastructure that would make those answers possible isn't built yet.
Now look at why this is actually happening on the ground.
In the last 3 months Germany rejected 3 AI data center projects in a row:
> Groß-Gerau, February: Vantage Data Centers, €2.5 billion, 174 MW. Voted down 18-14 by the local council
> Maintal: EdgeConnex, €1 billion, 170 MW. Blocked over a backup gas generator the developer needed because grid connections in Germany take 7-10 years and a data center is built in 2
> Freyenstein, Brandenburg, April: 700 MW AI campus. Killed by protests before construction
€3.5 billion in AI infrastructure turned away in one quarter.
And the situation is more urgent than it looks because compute is getting harder to access, not easier.
NVIDIA's Blackwell GPUs are already allocated through the second half of 2027. The American hyperscalers locked in the bulk of new production with forward orders placed in 2025. TSMC's advanced packaging lines (the actual bottleneck) are sold out through 2026.
Germany has no hyperscaler of its own. That means German industry sits at the back of the queue, and the gap compounds every quarter that goes by.
Where Germany is falling short right now comes down to three things:
> Public backlash, because the case for what AI data centers actually do for a country has never been made to the people voting on them
> Industrial electricity at €0.16-0.18 per kWh vs about $0.08 in Texas. For a 1 GW campus that's $700-900 million extra per year just for power
> Grid connections taking 7-10 years for large facilities when the data center itself is built in 2. No serious operator runs on math where the wait is longer than the build
And the first one is the biggest. Electricity policy and grid timelines are fixable. Public consent isn't, until someone makes the case that this infrastructure isn't nice-to-have. It's the foundation everything else runs on.
The average person only feels the downside (noise, rising electricity cost, terror attack vector)
We have a big messaging and marketing problem around data centers and why they are critical for everyone's future.
Germany still has the foundation to win this if it moves now.
Germany adopted its first national data center strategy in March 2026. 28 concrete measures, annual progress reports, doubling overall capacity and quadrupling AI capacity by 2030. The plan exists.
The Industriestrompreis launched on January 1st of this year. It targets 5 cents per kWh for half of an industrial user's annual consumption. If data centers get cleanly pulled into that framework, the electricity cost gap with Texas gets significantly closer.
Deutsche Telekom turned on 10,000 NVIDIA Blackwell GPUs in Munich in Q1. One facility increased Germany's available AI compute by roughly 50% overnight.
And the demand is already domestic. SAP, Siemens, BMW, BASF. The German industrial anchors that benefit most from AI are German companies. The customers are at home, the infrastructure should be at home too.
And this is the thing that most people forget.
Germany won the second industrial revolution. By 1900 German chemical output had passed Britain's, Siemens was wiring the world, and BASF and Bayer were inventing industries that didn't exist before they built them.
The companies that came out of those decisions are still the largest employers in Germany 130 years later.
Germany sat out the third industrial revolution, the software one, and that was survivable because software didn't run factories.
But AI runs factories. It runs hospitals, logistics, courts, and financial markets. This one is infrastructure in the same category as railways and chemical plants.
The plan is written and the money is ready.
The only question left is whether the country will let it get built.
There's a lot of work left to do, but I'm staying optimistic.

English

What's happening right now in our capital markets is going to DESTROY the retirement savings of millions of Americans.
Anyone of good conscience needs to rise up and say enough. This must be stopped.
I don't say that lightly. I've been doing this for 45 years, and what's happening right now to the integrity of our capital markets is unlike anything I have ever seen.
This is not about Elon Musk or Donald Trump. This is not about whether you like rockets or hate rockets.
This is about the systematic CORRUPTION of the financial system that every American depends on for their retirement.
In the entirety of its existence, Tesla has generated approximately $36 billion in cumulative profit. That includes over $20 billion in government emission credits and tax subsidies. The company is valued at $1.7 trillion and its CEO is the richest man on the planet.
I'm not talking about the stock price. I know the stock has made people money.
That's the popularity contest.
I'm talking about whether this company creates enough economic value to JUSTIFY the capital invested in it. And it doesn't.
The returns on invested capital have been chronically below what any serious investor would demand. That's not wealth creation.
So the product here isn't the car. The product is the STOCK PRICE.
Elon Musk is selling hopium and an entire generation of investors is buying it without even knowing what a PE ratio is.
I posted two pieces recently on Tesla and SpaceX. Each got over 1.5 million impressions. Thousands of hate replies but NOT ONE response with an actual argument. Not one.
It was all "Libtard" and "Elon derangement syndrome." You would not get past a first-round interview at Fidelity thinking this way.
But Tesla is just the opening act...
SpaceX just filed for a $1.75 TRILLION IPO. $15 billion in revenue but no profit in sight.
The private valuation was walked up from $200 billion to $400 billion to $800 billion to $1.75 trillion in two years. And Reuters has confirmed that SpaceX made early inclusion in the Nasdaq-100 a necessary condition for listing on the exchange. Nasdaq obliged by adopting a "Fast Entry" rule in March that lets mega-cap IPOs join the index after just 15 trading days, completely exempt from the normal seasoning and liquidity requirements every other company had to meet.
And this matters because over $600 billion in passive funds track the Nasdaq-100. Unlike the S&P 500, which still requires months of seasoning and stricter float thresholds, the Nasdaq-100 is now a 15-day on-ramp for trillion-dollar IPOs.
Every ETF and mutual fund benchmarked to that index will be FORCED to buy SpaceX within weeks of it going public regardless of whether the valuation makes any sense.
Your 401(k) is literally the exit liquidity. You don't even get a choice.
The structure of the market makes you a participant whether you want to be or not.
That's what makes this different from every other bubble in history...
You can't opt out.
And the agencies that were supposed to protect you from exactly this? They're doing NOTHING.
Peter Lynch would always say the product is not the stock and the stock is not the product.
Show me one Hall of Fame investor who ever made his fortune chasing hype.
Lynch, Druckenmiller, Soros, Buffett, Griffin, Cohen. Not one of them managed money this way. It's only the cult on X who thinks momentum and greater fool is an investment strategy.
As Buffett said, in the short run the market is a popularity contest. In the long run it's a weighing machine.
This popularity contest has gone on longer than any I've witnessed in my career. But gravity always wins. And when it does, the people who forced your pension fund into a money-losing rocket company at 120x revenue will have a lot of explaining to do.
This must stop. And it WILL stop.
The only question is how much damage gets done first.
Are you listening?
English

Legacy automakers in Europe are in talks with Chinese companies regarding the manufacturing of electric vehicles (BEVs) in European plants.
Its a win-win because they have a lot of unused capacity and by letting Chinese manufacturers in can improve their capacity utilization.
According to unconfirmed reports, VW is in talks with Chinese manufacturers—as is Nissan and there are certainly many more we have not heard about yet.
theguardian.com/business/2026/…
English

Imagine the outrage if Modi ji visited any foreign country with Ambani, Adani, Birla, Anand Mahindra, Narayan Murthy..
Megh Updates 🚨™@MeghUpdates
US President Trump arrives in China. He is accompanied by Elon Musk, Nvidia CEO Jensen Huang, Apple's Tim Cook, and other top US CEOs
English

How the “Closure” Happened
• State bailout is the core: Nearly $8B total new state aid over two years, including a fresh ~$4B package announced with Gov. Hochul (direct aid, authorizations for pension tweaks, class-size flexibility, etc.). Without Albany stepping in, the gap wouldn’t close. amny.com
• Preliminary stage: Mamdani’s Feb 2026 preliminary budget still showed a $5.4B remaining gap after initial savings/revenue tweaks, threatening 9.5% property tax hikes and reserve draws. nyc.gov
• Final executive budget ($124.7B for FY2027): Balanced via the extra state money, ~$1.77B in agency “efficiencies/savings,” upward revenue revisions, and new city taxes (e.g., pied-à-terre tax on luxury second homes >$5M, projected hundreds of millions). No broad property tax increase. nycnewswire.com
This is not “swift victory through pothole politics.” It’s shifting burdens: state taxpayers subsidize NYC, plus targeted hikes on high earners/businesses.
English

Another Massive defeat for Trump 🔥
🇺🇸 Trump on 08 April 2026: “Mayor Mamdani is DESTROYING New York. It has no chance. The U.S. should not contribute to its failure. It will only get WORSE.”
🇺🇸 Mamdani on May 12, 2026: “When I took over, NYC was $12B in the deficit hole. Now we’re at zero. Hope Trump heard me loud and clear. 🔥👏
Trump wanted him to fail, but he has already proved him wrong. What a strong belting Mamdani has given him within a month. 🔥👌

English














