Learners Live

Nvidia Becomes First $5 Trillion Company

It seems nothing can stop Nvidia. This week it became the first company ever to smash through a $5 trillion market value—thanks to a frenzy of AI deals spanning everyone from OpenAI and Oracle to Nokia and even drugmaker Eli Lilly. CEO Jensen Huang’s MAGA-friendly speech in D.C. also juiced gains. Sure, many are whispering “AI bubble,”but for now Nvidia is worth more than entire chunks of the S&P 500, like utilities, industrials or consumer staples. Basically, everything that doesn’t require a GPU.  Nvidia Becomes First $5 Trillion Company – WSJ

Microsoft CFO Highlights Record $35B in AI Infrastructure Spending

Microsoft CFO Amy Hood revealed a record $34.9 billion in infrastructure expenditures for the first quarter, emphasizing heavy investment in GPUs, CPUs, and datacenter infrastructure to meet surging demand for artificial intelligence. This capex figure significantly exceeded prior forecasts and reflects the company’s commitment to rapidly expanding capacity to support AI-driven growth and customer needs. Microsoft’s CFO Highlights Record Capex, OpenAI Deal in Internal Memo – Business Insider

Something to Think About… Who’s Going to Teach Our Kids? by Bill Attardi

Good question, huh.  Better question is how are they going to learn in this rapidly accelerating digital age?  Before we can answer these questions, what’s changing on the learning front?     (By the way, that’s why I created LearnersLive.com, to encourage deep learning)

Learning is something we should do every day of our lives…………well, that’s a should and may not be a could. So how do we learn?  Maybe how did and will we learn?  More questions… sorry about that.  Some answers……….  Let’s look at four traditional pillars of learning and how artificial intelligence (AI) is not just assisting them, but rapidly replacing them:

  1. The Teachers: Many Teachers in our life from grade school thru higher education stood in front of the classroom and learned us: Reading, wRiting and aRithmetic, remember? They were the primary drivers in making us smarter. Well, AI may be replacing us. AI-powered Robots could be standing in front of the class with unmatched expertise, access to big data, all the knowledge ever recorded, a higher degree of teaching capability that can customize instruction to every single student simultaneously. Written assignments will be analyzed for clarity, grammar, and style, and suggesting improvements no human could match in speed and scale never seen before. The traditional teaching paradigm is crumbling.
  2. The Public Library: The beautiful grand building we used to bike to, flip through card catalogs, and pray the book wasn’t checked out. The tactile process looking for information, searching for a book, an article, a paper, with the right enlightenment, to learn what we did not know or confirm what we did know. Today it’s e-books………..changing out reading behavior but it’s still a book. Who will go to that Library anymore when the AI Library is accessible to everyone. A vast “Big Data” library containing everything ever written, indexed perfectly, accessible instantly to everyone. The days of hunting and gathering information are over.  You can go to the AI Library in your pajamas and learn.
  3. The Encyclopedia: The multi-volume encyclopedia was your personal home library of information. We learned general background information on most topics from a collection of books on our shelf at home.  The biggest benefit: it was all in alphabetical order, to make it easy to find stuff.  Talk about the ultimate low-tech hack for finding stuff. When you think about it, how smart was that back then……..really?  Try selling your old Encyclopedia Britannica today on eBay.  Fuggeddaboudit!  Forget about flipping through volumes of information for hours. Just prompt AI, and it retrieves precise answers to anything you want to know instantly.
  4. The News & Media: Communications vehicles from newspapers to radio, to TV, to cable, to social media, to podcasts, etc., we’ve always brainstormed ideas and information to spark debate or for insight into current events. Not going away…….actually expanding, reaching more people in changing communications formats, some not currently known.  Many have walked away from TV news and newspapers and get their news on social media right now. AI will be the driving force behind the quality of the information we will receive in the future. AI aggregates, compares and evaluates all that thinking now, helping us form sharper, more accurate conclusions. In such a divided world, pray that this is a way to flag bias, to cross-check facts, to highlight contradictions. To help us cut through the noise to find the signal in world events.  Perhaps finding the truth won’t be so challenging.  This could be the greatest contribution AI will ever make. How good is that!

Maybe you noticed, I reference artificial intelligence (AI) a lot. I believe it is the most powerful learning tool ever created. It can make us all smarter……isn’t that what learning is all about?  AI strengthens our written and oral communication skills, supercharges our critical thinking, increases our competency, ultimately boosts our confidence to accomplish more than we ever thought possible.

 You won’t lose your job to AI—you’ll ‘lose your job to somebody who uses AI’.  Jensen Huang, Nvidia CEO

Brace yourself folks, Robots, Smart Robots powered by AI may, no, will be teaching our kids. Not only in the classroom but you will buy RoboAI to help your kids learn at home too. 

Challenge me, please… if you do not agree with any of this.

               

But in closing, I do have a warning.  In this high-tech digital age, we are all addicted to our machines and devices. Hard to teach our kids to put down that smart phone or stop with the social media jazz when we are so dependent on it too. Communications are best practiced one-on-one / person-to-person.  Connecting with people emotionally as well as intellectually. My concern going forward is the danger of a most essential part of everyone’s overall health: the personal development & growth of human relationships.  That may be where artificial intelligence has its limitations.

Amazon Testing New Warehouse Robots and AI Tools for Workers By Sean McLain

Artificial intelligence that makes humans more efficient and robots that make them less necessary. The retail giant unveiled a trio of new technologies Wednesday that it is testing or preparing to deploy in its warehouses and delivery vans. They include a robot arm called Blue Jay, designed to sort packages; an artificial-intelligence agent called Eluna, intended to help human managers deploy workers and avoid bottlenecks; and augmented-reality glasses to be worn by delivery drivers in the field. Analysts expect Amazon to see billions of dollars in cost savings every year as it automates more of the logistics process, both through increased efficiency and reduced need for humans. Amazon says its goal is to improve safety and unload mundane tasks onto AI and robots. Amazon Testing New Warehouse Robots and AI Tools for Workers – WSJ  m.wsj.net/video-atmo/20250627/f50aec12-b610-4104-805f-27966da3fb05/1/amazonrobotsbleed1_1000.mp4

Data is a New Currency for Electrical Contractor Operations by Jim Romeo

Construction runs on decisions, and better data helps to make better decisions. When field measurements, schedules, costs and submittals data converge, managerial confidence is strengthened. Foremen spot risks early, and managers spot problems before they occur. Real-time telemetry from equipment, automated progress capture and clean cost codes transform guesswork into measurable productivity. The payoff is fewer delays, tighter change control, safer sites and predictable closeout—turning data into days saved and margins protected. Wipfli, a national accounting and business consulting firm, published a 2025 State of Technology in Construction report, which surveyed 308 executives. It shows there is an appetite for technology and the data it yields. Firms that turn field data into shared insight—securely and in real time—will move from tools to tangible labor savings, safer job sites and faster closeout. What does this mean for projects and job site management?  – Data is a New Currency for Electrical Contractor Operations – Electrical Contractor Magazine

 

Consortium Acquires Aligned Data Centers in $40B Deal by Michelle Chapman

A group including BlackRock, Nvidia, and Microsoft is buying Aligned Data Centers in an approximately $40 billion deal in an effort to expand next-generation cloud and artificial intelligence infrastructure. The acquisition comes amid a flurry of deals in recent months involving top AI developers that are flooding the booming AI sector with resources and money, and addressing resources — such as electricity and infrastructure — needed to support such technology. Last month, OpenAI and Nvidia announced a $100 billion partnership that will add at least 10 gigawatts of data center computing power.  Consortium Acquires Aligned Data Centers in $40B Deal – electrifiED

Google Invests $9B to Expand AI Infrastructure in South Carolina

Google is announcing a new $9 billion investment in South Carolina through 2027. This funding will expand Google’s Berkeley County data center campus and support the continued construction of two new sites in Dorchester County, strengthening the state’s role as a critical hub for American infrastructure. As we deepen our roots in the Palmetto State, we’re creating new jobs, helping to power the state’s digital economy for years to come, and advancing the U.S. as a world leader in AI innovation. Google Invests $9B to Expand AI Infrastructure in South Carolina – electrifiED

The Radical Changes That Are Making Your Smart Home Less Dumb

Most homes are “smart”. Now that they’re getting a generative-AI overhaul, the question is: Can we get more out of devices that until now have been great at setting kitchen timers, reading the weather and playing music?  Amazon’s Alexa+ and Google’s Gemini aim to fix that, by making smart homes less dumb. The tech giants introduced new speakers, home displays and cameras this week to capitalize on their evolved assistants, but most existing devices are also compatible. Gemini for Home arrives at the end of the month, and Amazon says 10 million households already have early access to Alexa+. As we wait for Apple’s Siri to catch up—and we’re hoping for news sometime next year—here are the three big changes coming to our homes right now.

    1. Cameras that tell you what’s happening
    2. Speakers that have real conversations
    3. Automation without the app headache

Your Smart Home’s AI Upgrade: Alexa+, Ring ‘Search Party,’ Google’s Gemini for Home and More – WSJ

Webinar: AI and Ecommerce: The Future for Electrical Distributors

Discover how AI is transforming electrical distribution—from customer insights to ecommerce efficiency—in this exclusive webinar with industry leaders from DDS and ECI.

October 22, 2025 @ 11:00am ET, Duration: 1 hour.  

In this webinar, Matt Christensen, President & Co-founder of DDS, and Chris Fisher, VP of Global Ecommerce at ECI, will share how both organizations are introducing new AI-powered solutions designed to help distributors:

  • Gain actionable insights into customer behavior and buying patterns.
  • Improve and optimize the product content that fuels online sales.
  • Streamline ecommerce management to free up valuable resources.
  • Strengthen digital marketing, SEO, and customer engagement.

REGISTER @ AI and Ecommerce: The Future for Electrical Distributors | Electrical Wholesaling

US Power Use to Reach Record Highs in 2025 and 2026, EIA Says by Scott Disavino

US power consumption is expected to reach record highs in 2025 and 2026, according to the Energy Information Administration, driven by data centers for AI and cryptocurrency and increased electrification in homes and businesses. The EIA projects a decrease in natural gas’s share of power generation from 42% in 2024 to 40% in 2025 and 2026, while renewables are expected to rise from 23% to 26% over the same period. US power use to reach record highs in 2025 and 2026, EIA says | Reuters

The Creator of Baby Ruth Actually Sued Babe Ruth –The Baby Ruth candy bar was created by the Curtiss Candy Company in 1920 — the same year that baseball legend Babe Ruth hit a then-record 54 home runs. But the Great Bambino was irked that the company was selling a candy bar with such a similar name to his own without offering him any royalties. Rather than take the Curtiss Candy Company to court, the Sultan of Swat decided to make his own candy bar, and in 1926 he debuted Ruth’s Home Run bar. The Curtiss Candy Company responded by turning the tables and taking Ruth to court. They accused the slugger of trying to steal their trademark and capitalize on the success of their brand. In a 1931 deposition, Curtiss founder Otto Schnering insisted the candy was named after “Baby Ruth” Cleveland — the daughter of President Grover Cleveland.  He also attested that the company came up with the name in 1919 before the baseball player had become a household name and that the name was merely coincidental. While the validity of those claims is disputed to this day, the court nonetheless ruled in favor of the candy company, forcing Ruth to end his foray into the world of candy.