Silicon Valley Capital Partners

Silicon Valley Capital Partners

Managing Risk Inherent to Global Macroeconomics and Capital Market Opportunities

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  • Home
  • Client Services
    • Overview
    • Risk
    • Education
    • Advice
  • Updates
    • Company
    • Earnings
    • Foreign Policy
    • Inflation
    • Macro Trend
    • Monetary Policy
    • Strategy
    • Webinar
  • Contact

Updates – Company

Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees

November 21, 2025

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Amazon’s Cloud Acceleration Calms Investor Fears of AI Bubble

October 31, 2025

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Meta, Microsoft Test Investors With 89% AI-Fueled Spending Surge

October 30, 2025

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Nvidia Unveils System to Link Quantum Computers to Its AI Chips

October 28, 2025

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Nvidia CEO Rebuts Fears of AI Bubble as He Lines Up Partners

October 28, 2025

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TSMC Reports Better-Than-Expected Sales on Sustained AI Demand

October 10, 2025

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Past Performance is No Guarantee of Future Results

Silicon Valley Capital Partners is the advisor to the Global Strategy Lifestyle Funds, Separately Managed Accounts for Individuals. Silicon Valley Capital Partners and Where Are We Now are registered trademarks. Copyright 2023 Silicon Valley Capital Partners, L.P. No part of this material may be (i) copied, photocopied, or duplicated in any form by any means or (ii) redistributed without the prior written consent of Silicon Valley Capital Partners, L.P.

INVESTMENT UPDATES

  • Oracle is a Compelling Opportunity: Mispriced Scale, Misunderstood Leverage, and a Strategic Backdoor to the AI Super-Cycle
  • THE TRANSITION FROM 3 NM TO 2 NM: YIELDS, PERFORMANCE, AND THE NEW ERA OF AI-DRIVEN SEMICONDUCTOR DEMAND
  • The biggest refresh cycle in history is coming – The Underappreciated Leap From 3 Nanometers to 2 Nanometers: Why the Market Is Missing the Next Foundational Shift in Semiconductor Performance and Yield
  • 3-Point Summary of “Tech’s High-Stakes Arms Race: Costly Data Centers” (WSJ, Apr 7, 2017)
  • AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind

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