Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those ...
Recursive Self-Improvement in AI: From Bounded Self-Refinement to Autonomous Research Loops (July 2026) Unlimited ...
CoreWeave’s 3.5 GW contracted power and its $99.4B backlog are two different books. How tightly is the second mapped onto the ...
When does revenue growth and profits overtake AI capex spending ? I have run numbers on the fastest AI data center builder. The faster you can build, then the faster you can monetize and get to ...
Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-2027 and 2028 capacity, leaving a near-term gap to fill.
Demis Hassabis is changing to a new role as Chair of Google DeepMind & Chief Scientist of Alphabet. This will allow him to focus on long-term strategy, and accelerating scientific breakthroughs, ...
The high $50 Billion per GW lease rates for xAI/SpaceX Colossus and similar premium, immediately available AI clusters are for scarce of ready-to-use, large-scale coherent GPU capacity. Kevin Pathrath ...
When AI compresses the information edge and hands everyone roughly the same high-quality financial insights, pure “knowing ...
SpaceX Will push to new technology to improve the most important part of TERAFAB. These are the secrets that will enable 50 times more chips by 2030-2035 and the thousands more by 2040-2045. ASML ...
Specialized inference (Cerebras et al.) is tracking ahead of the AI 2027 high-speed assumptions. Broad GPU-based parallel ...
Here are my SpaceX AI related events / Milestones and Catalysts. I think the key milestones for major revenue impact other than Starship proving full reusability and deploying V3 satellites are the AI ...
Sebastien Bubeck of OpenAI says “yes, nonsofic groups exist”—as an example of “many new beautiful results” from Astra, next major OpenAI model. OpenAI published a page and PDF detailing ten advances ...
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