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15.9% Unemployment Gap + Beijing Blocks Tesla FSD + 78% of Companies Already Using AI

Author

Keith Andrade
March 24, 2025

Good morning, business and tech friends!

1. đź’ľ Micron Technology / $MU ( â–˛ 3.05% )  
2. 🤖 Nvidia / $NVDA ( â–˛ 4.3% )  
3. đźš™ Tesla / $TSLA ( â–˛ 9.8% )  
4. đź’» Microsoft / $MSFT ( â–˛ 1.18% )  
5. 🔍 Google (Alphabet) / $GOOGL ( â–˛ 1.68% )  

High-Bandwidth Memory (HBM)

Specialized memory technology stack that provides significantly higher bandwidth while using less power than traditional memory. For example, Micron expects this technology to grow from a $35B market to $100B by 2030, primarily driven by AI applications that require massive data processing capabilities.

AI Factories

Massive data centers specifically designed to train and run large AI models, featuring unprecedented scale of GPU connectivity. For example, Nvidia's new technology enables facilities with up to 1 million connected GPUs—ten times the current record—creating computing power visible from space and requiring specialized cooling and power infrastructure.

Hardware Versioning (HW3/HW4)

The practice of incrementally upgrading computer systems through numbered iterations that affect functionality and compatibility. For example, Tesla's Full Self-Driving implementation in China faces regulatory hurdles specifically tied to the newer Hardware 4.0 vehicles, while older Hardware 3.0 systems have different approval requirements.

1. Nvidia's robot tech aims to create a $10 trillion market

2. Nvidia's AI factories could house 1 million GPUs

3. Tesla recalls 46,000 Cybertrucks over detaching panels

4. AI killing jobs? Not yet, but companies are gearing up fast

🤖 Nvidia just revealed its "Newton" physics engine that could revolutionize robotics and create a massive new economic sector.

• Co-developed with Google DeepMind and Disney

• Potential $10T industry in healthcare/logistics

• Disney showcased emotional droids with limited autonomy

⚡ Jensen Huang's latest creation makes current supercomputing look like child's play.

• Spectrum-X and Quantum-X networking systems

• Can connect up to 1M GPUs (10x current record)

• Microsoft and Google among first customers

🔧 Quality control issues continue to plague Elon Musk's "apocalypse-proof" vehicle.

• Side panels near windshield can detach while driving

• 8th recall since deliveries began in late 2023

• Tesla stock down 42% in 2025

🧠 While AI job apocalypse fears abound, the actual impact so far has been surprisingly modest.

• 78% of companies use AI in at least one function

• Only 17,000 U.S. jobs lost to AI in past 16 months

• 40% recession chance accelerating adoption

1. Job market differences across US cities grows larger

2. Micron bets big on $100B memory market for AI

đź“Ť The gap between thriving and struggling job markets in America has reached a shocking 15.9 percentage points!

• Rapid City, SD: just 2.0% unemployment

• El Centro, CA: staggering 17.9% rate

• Major metros still adding significant jobs

đź’ľ Micron anticipates explosive growth in high-bandwidth memory as AI hunger continues unabated.

• Current $35B market → $100B by 2030

• New HBM factory coming online in 2027

• Only manufacturer shipping LPDDR5X chips

1. U.S. plans to track foreign aid with blockchain system

2. China stops Tesla's self-driving rollout

đź”— The U.S. government is preparing a major overhaul of its foreign aid system, including a blockchain-based tracking mechanism.

• USAID → US International Humanitarian Assistance

• Moving under direct State Department control

• Technical implementation details remain vague

đźš« Beijing has pulled the plug on Tesla's autonomous driving ambitions in the world's largest auto market.

• New regulations require detailed tech specs

• Only affects newer Hardware 4.0 vehicles

• Tesla working on approval for both HW3 and HW4

Leverage the job market disparity data to make strategic location decisions. Use ChatGPT to analyze the BLS statistics by prompting: "Compare business costs and talent availability in Rapid City (2.0% unemployment) versus major metros." For tech founders, the Micron HBM growth trajectory signals opportunity—prompt ChatGPT with: "Generate a 5-year roadmap for AI hardware dependencies if memory grows from $35B to $100B." Tesla's quality control issues demonstrate the importance of scaling with precision; ask ChatGPT: "Create a phased manufacturing QA protocol for hardware startups based on Tesla Cybertruck recall lessons."

The widening job market gap offers remote work leverage. Use ChatGPT to craft personalized negotiation strategies with: "Draft a remote work proposal highlighting my productivity metrics and the 15.9% unemployment variation across US regions." As companies accelerate AI adoption (78% already using it), protect your career by prompting: "Design a 90-day skill enhancement plan based on AI implementations in [your industry]." For remote job hunting, try: "Identify growing companies in low-unemployment metros like Rapid City that hire remote [your role] professionals."

Nvidia's expansion into robotics and AI factories presents multiple investment angles. Prompt ChatGPT with: "Analyze the supply chain beneficiaries of Nvidia's 1M GPU data centers beyond the obvious semiconductor plays." The HBM memory market growth trajectory offers diversification—ask: "Compare investment thesis for Micron versus other memory manufacturers benefiting from the projected $100B market by 2030." For risk management, use: "Create a checklist to evaluate quality control risks in manufacturing companies based on Tesla's recurring recalls and their stock impact."

That’s it for this today!
Stay tuned every weekday for more insights in tech,
the market, and policy.

best,
Keith
Automation Consultant & Engineer
[email protected]

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