... as if it didn’t have enough already! Asit Sharma and Mary Long discuss the new venture to build out American AI infrastructure, how 20 data centers get a $500 billion price tag, and GE Aerospace’s razor-and-blades business model. Then, 19 minutes in, Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny. Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG. Host - Mary Long; Guests - Asit Sharma, Seth Jayson