Amazon and NVIDIA discuss AI Energy demand: in the short term, clean Energy may yield to fossil fuels!
① Executives from Amazon and NVIDIA mentioned at an Energy conference that they would consider using Henry Hub Natural Gas and other fossil fuels to power AI Datacenters; ② They pointed out that reducing carbon emissions remains a long-term goal for companies, but in the short term, it is still necessary to rely on secure and stable fossil fuels to provide electrical utilities for Datacenters; ③ However, the idea of using Coal for power has been controversial, with some arguing that it should not be the preferred choice.
Next week, the two tech giants that are "most impacted by tariffs" will speak to the market.
Next week, Amazon and Apple will release their Earnings Reports, and they may be the two Technology giants most severely impacted by the tariff storm. The former relies heavily on suppliers and retailers in Asia, while the latter may benefit in the short term due to Consumer advance purchasing behavior but will face long-term pressure.
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Americans are facing the "Trump tariff price hike wave" as platforms like Amazon and Temu collectively raise prices.
① Comparison websites show that there has been a round of price increases on the Amazon platform since April 9; ② According to previous announcements, the e-commerce platforms Temu and Shein will start increasing prices this Friday, and TikTok will also start increasing prices this Sunday; ③ Merchants in the USA have also stated that due to platform algorithms, price increases will be implemented in batches, with priority given to Commodities that USA Consumers "must buy".
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