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Jensen regrets that when Anthropic and OpenAI first needed billions to scale, Nvidia wasn't in a position to invest. So these labs went to hyperscalers like Microsoft, Google, and Amazon instead, and in return committed to using their compute. “I'm not going to make that same mistake again.”

Dwarkesh Patel

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248,303 görüntüleme • 3 ay önce •via X (Twitter)

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Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Invest Like the Best

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Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

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Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

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NOW - Trump launches "Digital Health Tech Ecosystem" to "bring healthcare into the digital age," with trusted partners like OpenAI, Amazon, Anthropic, Apple, Microsoft AI, and Google.

NOW - Trump launches "Digital Health Tech Ecosystem" to "bring healthcare into the digital age," with trusted partners like OpenAI, Amazon, Anthropic, Apple, Microsoft AI, and Google.

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Dario Amodei, CEO of Anthropic says that researcher-lead AI companies, like Anthropic and Google will succeed going forward. He declined to comment about what would happen to companies, like OpenAI, xAI and META, that aren't led by researchers.

Dario Amodei, CEO of Anthropic says that researcher-lead AI companies, like Anthropic and Google will succeed going forward. He declined to comment about what would happen to companies, like OpenAI, xAI and META, that aren't led by researchers.

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🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.

Rekt Fencer

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Anthropic is beating OpenAI right now, according to Martin Peers. "OpenAI is run by these people who are like puppies..." "... they see something, 'oh, I have to do that.' I'm going to make hardware. I'm going to build data centers... there's no focus."

Anthropic is beating OpenAI right now, according to Martin Peers. "OpenAI is run by these people who are like puppies..." "... they see something, 'oh, I have to do that.' I'm going to make hardware. I'm going to build data centers... there's no focus."

The Information

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"[VC's] aren't going to try to compete with Microsoft or Google/OpenAI. We are going to use that as a platform to compete on a layer higher." Duncan Davidson explains how VC's are trying to separate real from fake in choosing how to invest in AI companies

"[VC's] aren't going to try to compete with Microsoft or Google/OpenAI. We are going to use that as a platform to compete on a layer higher." Duncan Davidson explains how VC's are trying to separate real from fake in choosing how to invest in AI companies

Power Lunch

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TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that the lease payments will be backed by investment grade credit support. And we chose that language very carefully.. because one of two things is going to happen. First off, Anthropic, just like OpenAI and others uses three primary chip providers. NVIDIA, Amazon, and Google. One of those three will be providing the chips for this data center. So we will either do something similar that we've done in the past where one of those investment grade providers provides credit support to the project because they're selling tens of billions of dollars of chips into the project. Or if we decide not to do that because Anthropic gets public similar to SpaceX and similar to SpaceX has a strong investment grade credit rating, then you don't need the investment grade credit wrap from one of the bigger guys."

TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that the lease payments will be backed by investment grade credit support. And we chose that language very carefully.. because one of two things is going to happen. First off, Anthropic, just like OpenAI and others uses three primary chip providers. NVIDIA, Amazon, and Google. One of those three will be providing the chips for this data center. So we will either do something similar that we've done in the past where one of those investment grade providers provides credit support to the project because they're selling tens of billions of dollars of chips into the project. Or if we decide not to do that because Anthropic gets public similar to SpaceX and similar to SpaceX has a strong investment grade credit rating, then you don't need the investment grade credit wrap from one of the bigger guys."

Rittenhouse Research

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Jensen Huang: OpenAI & Anthropic are struggling to keep up with demand. The *exponential* growth in AI compute, adoption, and applications is immense - never seen in humanity. Supporting their scaling is critical.

Jensen Huang: OpenAI & Anthropic are struggling to keep up with demand. The exponential growth in AI compute, adoption, and applications is immense - never seen in humanity. Supporting their scaling is critical.

Chubby♨️

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The Big 5 (Microsoft, Amazon, Alphabet, Meta, and Oracle) have enormous booked future revenues. But, about half of that - $1 trillion - is coming from just two companies: OpenAI and Anthropic. My question is, where are these two companies going to find $1 trillion in profit to be able to meet all those commitments? Full report:

The Big 5 (Microsoft, Amazon, Alphabet, Meta, and Oracle) have enormous booked future revenues. But, about half of that - $1 trillion - is coming from just two companies: OpenAI and Anthropic. My question is, where are these two companies going to find $1 trillion in profit to be able to meet all those commitments? Full report:

Peak Financial Investing

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ANTHROPIC'S NEW AI MODEL "MYTHOS" IS SO POWERFUL THE COMPANY WON'T RELEASE IT TO THE PUBLIC YET Instead, they're giving it to 11 companies first through "Project Glasswing" to find cybersecurity vulnerabilities before bad actors can. The partners: Amazon, Apple, Broadcom, Nvidia, Google, and others. The model wasn't built for cybersecurity. It was built to be an automated AI researcher, an AI that helps build better AI. But those same capabilities make it a serious tool for both offensive and defensive cyber operations. OpenAI reportedly has a similar model codenamed "SPU" going through the same slow rollout process. Palisade Research: "Anthropic is a little ahead, but not overwhelmingly ahead. They don't necessarily have a permanent moat here."

ANTHROPIC'S NEW AI MODEL "MYTHOS" IS SO POWERFUL THE COMPANY WON'T RELEASE IT TO THE PUBLIC YET Instead, they're giving it to 11 companies first through "Project Glasswing" to find cybersecurity vulnerabilities before bad actors can. The partners: Amazon, Apple, Broadcom, Nvidia, Google, and others. The model wasn't built for cybersecurity. It was built to be an automated AI researcher, an AI that helps build better AI. But those same capabilities make it a serious tool for both offensive and defensive cyber operations. OpenAI reportedly has a similar model codenamed "SPU" going through the same slow rollout process. Palisade Research: "Anthropic is a little ahead, but not overwhelmingly ahead. They don't necessarily have a permanent moat here."

WOLF

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THIS IS ABSOLUTELY RIDICULOUS. OpenAI and Anthropic are losing money on every dollar they make. OpenAI generated $20 billion in revenue in 2025 and is projected to lose $14 billion in the same year. Internal forecasts project cumulative losses hitting $44 billion by 2028. The company's own CFO warned executives in April 2026 that OpenAI might struggle to finance upcoming computing deals if revenue growth slows. Anthropic reached $4.3 billion in annualized revenue in April 2026 against $19 billion in total costs. It spends $3 to make $1, and is not expected to stop burning cash until 2027. Now look at what these two companies have committed to spend. OpenAI and Anthropic together have committed $1.05 trillion in cloud spending to Microsoft, Oracle, Google and Amazon, making up 43 to 54% of each provider's entire future revenue backlog. - Microsoft: $627B total backlog. OpenAI and Anthropic account for 49%. - Oracle: $553B total backlog. OpenAI alone accounts for 54%. - Google: $467.6B total backlog. Anthropic accounts for 43%. - Amazon: $464B total backlog. OpenAI and Anthropic account for 51%. The entire cloud industry's future revenue is a bet on two companies losing billions every quarter. Microsoft, Alphabet, Meta and Amazon are collectively expected to spend $725 billion in capex in 2026, almost entirely on AI infrastructure. Combined hyperscaler capex from 2025 to 2027 is projected at $1.15 trillion, more than double what was spent from 2022 to 2024. What is the return on all of this? McKinsey's 2025 State of AI survey found that only a minority of companies reported AI meaningfully increased revenue or reduced costs. Enterprise generative AI spending grew from $1.7 billion in 2023 to $37 billion in 2025 and most CIOs still describe their initiatives as pilots without clear ROI metrics. Microsoft's AI business is running at a $37 billion annual revenue run rate with 123% year over year growth. That sounds impressive until you realize most of the capex funding is justified by expected future AI revenue rather than current AI profit. The internet burned money for years before it became the most profitable industry in history. But right now $1 trillion in committed cloud spend, $725 billion in annual capex, two loss-making customers making up half of every major cloud provider's revenue backlog, and the enterprises writing the checks cannot tell you if any of it is working.

THIS IS ABSOLUTELY RIDICULOUS. OpenAI and Anthropic are losing money on every dollar they make. OpenAI generated $20 billion in revenue in 2025 and is projected to lose $14 billion in the same year. Internal forecasts project cumulative losses hitting $44 billion by 2028. The company's own CFO warned executives in April 2026 that OpenAI might struggle to finance upcoming computing deals if revenue growth slows. Anthropic reached $4.3 billion in annualized revenue in April 2026 against $19 billion in total costs. It spends $3 to make $1, and is not expected to stop burning cash until 2027. Now look at what these two companies have committed to spend. OpenAI and Anthropic together have committed $1.05 trillion in cloud spending to Microsoft, Oracle, Google and Amazon, making up 43 to 54% of each provider's entire future revenue backlog. - Microsoft: $627B total backlog. OpenAI and Anthropic account for 49%. - Oracle: $553B total backlog. OpenAI alone accounts for 54%. - Google: $467.6B total backlog. Anthropic accounts for 43%. - Amazon: $464B total backlog. OpenAI and Anthropic account for 51%. The entire cloud industry's future revenue is a bet on two companies losing billions every quarter. Microsoft, Alphabet, Meta and Amazon are collectively expected to spend $725 billion in capex in 2026, almost entirely on AI infrastructure. Combined hyperscaler capex from 2025 to 2027 is projected at $1.15 trillion, more than double what was spent from 2022 to 2024. What is the return on all of this? McKinsey's 2025 State of AI survey found that only a minority of companies reported AI meaningfully increased revenue or reduced costs. Enterprise generative AI spending grew from $1.7 billion in 2023 to $37 billion in 2025 and most CIOs still describe their initiatives as pilots without clear ROI metrics. Microsoft's AI business is running at a $37 billion annual revenue run rate with 123% year over year growth. That sounds impressive until you realize most of the capex funding is justified by expected future AI revenue rather than current AI profit. The internet burned money for years before it became the most profitable industry in history. But right now $1 trillion in committed cloud spend, $725 billion in annual capex, two loss-making customers making up half of every major cloud provider's revenue backlog, and the enterprises writing the checks cannot tell you if any of it is working.

Crypto Rover

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When asked about report that Jensen is “not happy” with OpenAI: “That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI” - NVIDIA CEO Jensen Huang $NVDA “I really love working with Sam” “We haven’t made the investment in them because they're closing their round. But we will definitely be involved in their next round.” “We will invest a great deal of money. Probably the largest investment we've ever made.”

When asked about report that Jensen is “not happy” with OpenAI: “That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI” - NVIDIA CEO Jensen Huang $NVDA “I really love working with Sam” “We haven’t made the investment in them because they're closing their round. But we will definitely be involved in their next round.” “We will invest a great deal of money. Probably the largest investment we've ever made.”

tae kim

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Jensen is too kind with his response, what he meant to say is, “Sam and OpenAI invited me to invest up to $100B in the company, but I’d rather put that $ into xAI. I think there’s a very high chance that OpenAI loses to Elon’s xAI, so yea… I don’t want to invest anymore into that company, but I appreciate the offer.”

Jensen is too kind with his response, what he meant to say is, “Sam and OpenAI invited me to invest up to $100B in the company, but I’d rather put that $ into xAI. I think there’s a very high chance that OpenAI loses to Elon’s xAI, so yea… I don’t want to invest anymore into that company, but I appreciate the offer.”

Teslaconomics

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Jensen: if your AI is better than the attacker's AI, you're fine. A small malicious team is never going to have more compute than OpenAI/Anthropic and certainly not more than a country. Hope Jensen is right 🤞

Jensen: if your AI is better than the attacker's AI, you're fine. A small malicious team is never going to have more compute than OpenAI/Anthropic and certainly not more than a country. Hope Jensen is right 🤞

Matthew Berman

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NOW - Trump and Starmer sign U.S.-UK "Tech Prosperity Deal." U.S. firms, led by Microsoft, including BlackRock, Nvidia, OpenAI, Oracle, Amazon, and CoreWeave, will invest $42 billion in the UK to develop AI for healthcare, quantum computing, and nuclear projects.

NOW - Trump and Starmer sign U.S.-UK "Tech Prosperity Deal." U.S. firms, led by Microsoft, including BlackRock, Nvidia, OpenAI, Oracle, Amazon, and CoreWeave, will invest $42 billion in the UK to develop AI for healthcare, quantum computing, and nuclear projects.

Disclose.tv

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Anthropic just had to throttle Claude’s thinking depth and cap usage for paying customers. Developers are switching to OpenAI Codex and the market is already sniffing out who wins from all of. Anthropic’s revenue tripled in one quarter to a $30B annual run rate, demand grew so fast that a single developer running an AI agent could drain a full day’s worth of compute in minutes. Anthropic had to reduce Claude’s default thinking mode, introduce peak-hour caps, and test pulling Claude Code off its $20 plan entirely and paying subscribers started hitting limits they’d never seen before. There are literally not enough GPUs to serve every request, even the hyperscalers can’t build fast enough, Microsoft, Google, Amazon, and Meta are committing a combined ~$700 billion in AI capex in 2026, approaching 100% of their combined operating free cash flow. And it’s still not sufficient to meet demand. That gap is where the neocloud trade lives. CoreWeave, Nebius ($NBIS), IREN, and CoreWeave ($CRWV) exist because hyperscalers physically can’t scale fast enough. These companies accumulated $131 billion in enterprise GPU commitments from zero in under three years. CoreWeave alone has a $66.8 billion revenue backlog, Nebius is running at 98% capacity utilization essentially sold out. Synergy Research forecasts the entire neocloud market hits $400 billion by 2031, growing at 58% per year. Google just committed $40 billion and 5 gigawatts to Anthropic. And every AI lab is in the same position: they have the demand, they have the revenue, they are actively looking for anyone who can hand them compute today. If you can bring capacity online fast, you are golden. The AI labs can’t say no, they have no other options.

Anthropic just had to throttle Claude’s thinking depth and cap usage for paying customers. Developers are switching to OpenAI Codex and the market is already sniffing out who wins from all of. Anthropic’s revenue tripled in one quarter to a $30B annual run rate, demand grew so fast that a single developer running an AI agent could drain a full day’s worth of compute in minutes. Anthropic had to reduce Claude’s default thinking mode, introduce peak-hour caps, and test pulling Claude Code off its $20 plan entirely and paying subscribers started hitting limits they’d never seen before. There are literally not enough GPUs to serve every request, even the hyperscalers can’t build fast enough, Microsoft, Google, Amazon, and Meta are committing a combined ~$700 billion in AI capex in 2026, approaching 100% of their combined operating free cash flow. And it’s still not sufficient to meet demand. That gap is where the neocloud trade lives. CoreWeave, Nebius ($NBIS), IREN, and CoreWeave ($CRWV) exist because hyperscalers physically can’t scale fast enough. These companies accumulated $131 billion in enterprise GPU commitments from zero in under three years. CoreWeave alone has a $66.8 billion revenue backlog, Nebius is running at 98% capacity utilization essentially sold out. Synergy Research forecasts the entire neocloud market hits $400 billion by 2031, growing at 58% per year. Google just committed $40 billion and 5 gigawatts to Anthropic. And every AI lab is in the same position: they have the demand, they have the revenue, they are actively looking for anyone who can hand them compute today. If you can bring capacity online fast, you are golden. The AI labs can’t say no, they have no other options.

Milk Road AI

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Susan Collins is 21x richer than she was in 2011. She and her husband are invested in Raytheon, Amazon, UnitedHealth, Nvidia and more. All while using her position to help these companies make record profits.

Susan Collins is 21x richer than she was in 2011. She and her husband are invested in Raytheon, Amazon, UnitedHealth, Nvidia and more. All while using her position to help these companies make record profits.

More Perfect Union

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Israel invested billions in U.S. media to spread their propaganda. The return? A generation that uses the same media to expose the genocide and dismantle the lobby. Checkmate!

Israel invested billions in U.S. media to spread their propaganda. The return? A generation that uses the same media to expose the genocide and dismantle the lobby. Checkmate!

Nadira Ali🇵🇸

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