Politics, silicon, and data centers
Note this
The latest reports on the capital movements of Congressman Cleo Fields, published yesterday, reveal significant purchases made in early February,
and all focused on the core of the technology and artificial intelligence sector.
The data shows a massive investment in four giant companies:
1. Micron $MU: purchase in the range of $100,001 to $250,000.
2. Meta $META: purchase in the range of $100,001 to $250,000.
3. AMD $AMD: purchase in the range of $50,001 to $100,000.
4. Lam Research $LRCX: purchase in the range of $15,001 to $50,000.
To understand why these specific companies were chosen, one must look at the 'machine' behind artificial intelligence.
AMD and Micron are critical hardware suppliers,
While AMD produces the processors that run complex calculations, Micron produces the memory chips that allow computers to store and retrieve information at immense speed.
Lam Research is the behind-the-scenes player, manufacturing some of the machines used to build those very chips.
Meta, for its part, is one of the world's largest consumers of such computing power for developing its models.
The puzzle connecting the big picture?
The timing of these reports is particularly interesting given yesterday's publications on Fox News.
According to the report, the White House will hold a high-level meeting with representatives of cloud and artificial intelligence giants - Amazon, Google, Oracle, OpenAI, and xAI.
The meeting's topic, according to reports:
The establishment of massive data centers.
Building new data centers is essentially a declaration of intent regarding an enormous need for physical infrastructure.
To establish such centers, these companies require an infinite amount of chips, memory, and manufacturing equipment - precisely the areas in which Fields chose to invest his capital.
The combination of government policy pushing for the expansion of technological infrastructure in the US and the purchases by a politician involved in the corridors of power,
certainly raises questions
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