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 AI compresses the information edge and hands everyone roughly the same high-quality financial insights, pure “knowing ...

Specialized inference (Cerebras et al.) is tracking ahead of the AI 2027 high-speed assumptions. Broad GPU-based parallel ...

Microsoft Q2 2026 revenue was $90.0 billion and increased 18% (up 17% in constant currency) Operating income was $40.6 ...

Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed ...

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, ...

SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a ...

SpaceX can achieve daily flight turnaround even with imperfect tiles. The shuttle's problem was not just that the tiles were ...

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 ...