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"The bottleneck is less electrons, it's delivered data center capacity." CoreWeave cofounder brannin mcbee says power isn't their main bottleneck:

TBPN

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47,246 просмотров • 27 дней назад •via X (Twitter)

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For formulation teams, the bottleneck isn't finding formulation data. It's using it. PatSnap Eureka Formulation Agent is built for that shift.

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Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

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Economist Richard Werner says the data center boom isn't about computing power It's surveillance infrastructure and digital currency

Economist Richard Werner says the data center boom isn't about computing power It's surveillance infrastructure and digital currency

The Gulag

17,410 просмотров • 3 месяцев назад

CoreWeave cofounder brannin mcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think it's largely driven by inference and the idea that—not every workload needs the latest, greatest GPUs or servers." "There are different types of workloads that need different compute, and the market is efficiently pairing the right GPUs and servers with the workloads that need them." "We see incredibly robust demand all the way back to the Ampere generation, which I believe is six years old at this point."

CoreWeave cofounder brannin mcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think it's largely driven by inference and the idea that—not every workload needs the latest, greatest GPUs or servers." "There are different types of workloads that need different compute, and the market is efficiently pairing the right GPUs and servers with the workloads that need them." "We see incredibly robust demand all the way back to the Ampere generation, which I believe is six years old at this point."

TBPN

31,256 просмотров • 5 месяцев назад

Not long ago, a bitcoin mine. Today, Helios is an operational AI data center. First data hall delivered to CoreWeave at Helios — Galaxy's data center campus in West Texas, approved to support up to 1.6GW of capacity and one of the largest developments of its kind in North America. We're just getting started.

Not long ago, a bitcoin mine. Today, Helios is an operational AI data center. First data hall delivered to CoreWeave at Helios — Galaxy's data center campus in West Texas, approved to support up to 1.6GW of capacity and one of the largest developments of its kind in North America. We're just getting started.

Galaxy

1,823,225 просмотров • 4 месяцев назад

Atreides Management's @gavinsbaker says the bottleneck trade is nearing its end. "That was the game for the last year. The next game is what has enduring franchise value on the other side of these bottlenecks, whenever that is."

Atreides Management's @gavinsbaker says the bottleneck trade is nearing its end. "That was the game for the last year. The next game is what has enduring franchise value on the other side of these bottlenecks, whenever that is."

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We think AI is the bottleneck. Ashfaq Munshi says the real choke points are underneath it — wasted GPUs, heat, power, and an aging grid.

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Superhuman AI

749,236 просмотров • 9 месяцев назад

Manual labor is a bottleneck in data center construction. Raghu Raghuram says that's an incentive for new robots to exist. We'll develop robots to build the data centers behind AI. Infrastructure is downstream of innovation: a single use case motivates a breakthrough, and the solution proliferates. Raghu Raghuram

Manual labor is a bottleneck in data center construction. Raghu Raghuram says that's an incentive for new robots to exist. We'll develop robots to build the data centers behind AI. Infrastructure is downstream of innovation: a single use case motivates a breakthrough, and the solution proliferates. Raghu Raghuram

a16z

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Berkshire CEO Greg Abel says the data-center buildout is a major opportunity for Berkshire Hathaway Energy, but power will be the bottleneck. “I’ve always had a strong view that energy would be the constraint.” Data centers were ~8% of BHE’s Iowa load last year. Abel says Berkshire will serve hyperscalers only when there’s no rate impact on existing customers, and ideally a net benefit.

Berkshire CEO Greg Abel says the data-center buildout is a major opportunity for Berkshire Hathaway Energy, but power will be the bottleneck. “I’ve always had a strong view that energy would be the constraint.” Data centers were ~8% of BHE’s Iowa load last year. Abel says Berkshire will serve hyperscalers only when there’s no rate impact on existing customers, and ideally a net benefit.

WOLF

27,456 просмотров • 7 дней назад

It's easy for robots to nail a demo. It's much harder to get them to work reliably in the real world. The bottleneck is data. At Axis Robotics we're building a compounding data engine that combines simulation, ego-centric data and DAgger correction data at scale. Watch our CEO ChrisF(✱,✱) break down the data bottleneck, why messy data can still train good models, and what it takes to get robots out of the lab with blocmates. ⬇️

It's easy for robots to nail a demo. It's much harder to get them to work reliably in the real world. The bottleneck is data. At Axis Robotics we're building a compounding data engine that combines simulation, ego-centric data and DAgger correction data at scale. Watch our CEO ChrisF(✱,✱) break down the data bottleneck, why messy data can still train good models, and what it takes to get robots out of the lab with blocmates. ⬇️

Axis Robotics

22,634 просмотров • 29 дней назад

Former Intel CEO Pat Gelsinger: "People are talking about these one, five, ten-megawatt data centers... Every time somebody says 'gigawatt', the image I want in your mind is a nuclear reactor. One nuclear reactor is about a gigawatt of power capacity."

Former Intel CEO Pat Gelsinger: "People are talking about these one, five, ten-megawatt data centers... Every time somebody says 'gigawatt', the image I want in your mind is a nuclear reactor. One nuclear reactor is about a gigawatt of power capacity."

TBPN

57,056 просмотров • 11 месяцев назад

Flapping Airplanes co-founder Asher Spector explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy, I really think it's because models are much less data-efficient than humans. If you want it to learn a new task, or put it in a new vertical, it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient, it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained regimes. For example, whether it's robotics, or scientific discovery, or even something like trading, these problems have very limited data, and existing AI systems aren't quite as good at them as they are at other things. I think that learning to learn with less data is just tremendously valuable in all of these domains."

Flapping Airplanes co-founder Asher Spector explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy, I really think it's because models are much less data-efficient than humans. If you want it to learn a new task, or put it in a new vertical, it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient, it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained regimes. For example, whether it's robotics, or scientific discovery, or even something like trading, these problems have very limited data, and existing AI systems aren't quite as good at them as they are at other things. I think that learning to learn with less data is just tremendously valuable in all of these domains."

TBPN

92,419 просмотров • 7 месяцев назад

Spotted a chip depreciation narrative violation in the wild on the show today CoreWeave founder brannin mcbee: "The A100 SKU. This is a 2020 SKU. We still have clients coming in, asking specifically for that SKU." "It's not like they're coming in asking for Hopper, and it's like, 'Oh, we only have Ampere,' or they're asking for Blackwell, and it's like, 'Oh, we only have Ampere.'" "They are saying, 'No, we want Ampere for workloads,' because that is the most performant platform for their workload." "We signed a contract in the quarter that goes out through 2029. It'll be a 9-year-old chip by the end. And this is a take-or-pay, fixed price contract. And pricing, on A100s, has held solid since early 2025." "One of the big criticisms was, 'Well, it's 2- to 3-year compute, and it's useless after that.' But we've been very consistent that a 6-year depreciable life is accurate for this infrastructure." "And I think that there is a really strong opportunity for it to have material useful life beyond that. And we see it every day." "There isn't one GPU to rule them all. It's just this matrix of different sizes of workloads relative to different sizes of GPUs."

Spotted a chip depreciation narrative violation in the wild on the show today CoreWeave founder brannin mcbee: "The A100 SKU. This is a 2020 SKU. We still have clients coming in, asking specifically for that SKU." "It's not like they're coming in asking for Hopper, and it's like, 'Oh, we only have Ampere,' or they're asking for Blackwell, and it's like, 'Oh, we only have Ampere.'" "They are saying, 'No, we want Ampere for workloads,' because that is the most performant platform for their workload." "We signed a contract in the quarter that goes out through 2029. It'll be a 9-year-old chip by the end. And this is a take-or-pay, fixed price contract. And pricing, on A100s, has held solid since early 2025." "One of the big criticisms was, 'Well, it's 2- to 3-year compute, and it's useless after that.' But we've been very consistent that a 6-year depreciable life is accurate for this infrastructure." "And I think that there is a really strong opportunity for it to have material useful life beyond that. And we see it every day." "There isn't one GPU to rule them all. It's just this matrix of different sizes of workloads relative to different sizes of GPUs."

TBPN

45,587 просмотров • 27 дней назад

President of Blackstone Jon Gray says his firm's biggest theme after data centers is electricity: "Data centers, robots, autonomous vehicles, reindustrialization. It all needs power. It's everything from LNG, to renewables, to pipelines, to electrical equipment, to utility services."

President of Blackstone Jon Gray says his firm's biggest theme after data centers is electricity: "Data centers, robots, autonomous vehicles, reindustrialization. It all needs power. It's everything from LNG, to renewables, to pipelines, to electrical equipment, to utility services."

TBPN

60,341 просмотров • 4 месяцев назад

Bloomberg reported 50% of data center projects have either been delayed or canceled. CoreWeave CTO Peter Salanki says the demand is actually surging: "If you see someone canceling something, it's not because of demand, isn't there. It's kind of the opposite. They have decided they need to build something twice as big. Three times as big and somewhere else."

Bloomberg reported 50% of data center projects have either been delayed or canceled. CoreWeave CTO Peter Salanki says the demand is actually surging: "If you see someone canceling something, it's not because of demand, isn't there. It's kind of the opposite. They have decided they need to build something twice as big. Three times as big and somewhere else."

The Information

13,128 просмотров • 4 месяцев назад

Here’s what I covered today on Fox: • $TSLA long-valued future is finally crossing into reality • $ORCL is becoming the AI data nerve center • AI can’t scale if the grid doesn’t -- & right now, the grid is the biggest bottleneck: $CCJ, $CEG, $EOSE, $NVTS, $OKLO, $VRT

Here’s what I covered today on Fox: • $TSLA long-valued future is finally crossing into reality • $ORCL is becoming the AI data nerve center • AI can’t scale if the grid doesn’t -- & right now, the grid is the biggest bottleneck: $CCJ, $CEG, $EOSE, $NVTS, $OKLO, $VRT

Shay Boloor

155,018 просмотров • 1 год назад

OpenAI member of product staff Alexander Embiricos describes the evolution of "Lord Bottleneck," an internal Codex loop developed by a single staff member that ultimately ended up creating a tight feedback and improvement loop for new user experiences: "This person on the growth team needed to figure out what experiments to run. And they needed to write code to run the experiment. Then they needed to analyze the experiment." "They started using Codex for each separate thing. So they had it run a bunch of analyses, interrogate the data, talk to Codex about the data. Then they would pick an experiment, and ask Codex to write the code. Then they would run the experiment, then ask Codex what the results of the experiment were. Then they would produce a deck." "All steps they were doing individually. They didn't start by saying, 'I'm going to automate this entire thing,' because that's hard and scary. They just started with using Codex to accelerate themselves." "Then, they started connecting all these things together into a giant skill. And one day, they just said [to Codex], 'Why don't you do this every morning?'" "They gave it a name: 'Lord Bottleneck.' Because it's solving the bottlenecks of friction for new users." "Now, every morning, Lord Bottleneck evaluates past experiments, looks at data, proposes some [new] experiments, and offers to the team to run the experiments. The team picks [what experiments to do]. Then Lord Bottleneck is like, 'Ok cool. Here's some code or whatever config that needs to be done,' runs the experiment, and they go and do the same loop the next day." "It's really serious value. I forget the numbers, but it's produced significant company value automatically through Codex."

OpenAI member of product staff Alexander Embiricos describes the evolution of "Lord Bottleneck," an internal Codex loop developed by a single staff member that ultimately ended up creating a tight feedback and improvement loop for new user experiences: "This person on the growth team needed to figure out what experiments to run. And they needed to write code to run the experiment. Then they needed to analyze the experiment." "They started using Codex for each separate thing. So they had it run a bunch of analyses, interrogate the data, talk to Codex about the data. Then they would pick an experiment, and ask Codex to write the code. Then they would run the experiment, then ask Codex what the results of the experiment were. Then they would produce a deck." "All steps they were doing individually. They didn't start by saying, 'I'm going to automate this entire thing,' because that's hard and scary. They just started with using Codex to accelerate themselves." "Then, they started connecting all these things together into a giant skill. And one day, they just said [to Codex], 'Why don't you do this every morning?'" "They gave it a name: 'Lord Bottleneck.' Because it's solving the bottlenecks of friction for new users." "Now, every morning, Lord Bottleneck evaluates past experiments, looks at data, proposes some [new] experiments, and offers to the team to run the experiments. The team picks [what experiments to do]. Then Lord Bottleneck is like, 'Ok cool. Here's some code or whatever config that needs to be done,' runs the experiment, and they go and do the same loop the next day." "It's really serious value. I forget the numbers, but it's produced significant company value automatically through Codex."

TBPN

80,403 просмотров • 4 месяцев назад

Woman says GA power is taking her family's home and demolishing it to supply power to the current data center in Fayetteville.

Woman says GA power is taking her family's home and demolishing it to supply power to the current data center in Fayetteville.

TaraBull

32,103 просмотров • 3 месяцев назад

Mundo AI (Mundo AI) is building the world’s largest and highest-quality multilingual data library to help AI labs un-bottleneck their multilingual model development. Congrats on the launch Jason Liao, Naijide, @garrethleee & Kenneth!

Mundo AI (Mundo AI) is building the world’s largest and highest-quality multilingual data library to help AI labs un-bottleneck their multilingual model development. Congrats on the launch Jason Liao, Naijide, @garrethleee & Kenneth!

Y Combinator

50,085 просмотров • 1 год назад

IN NEWS: Antimetal closes $20M in Series A funding "The mission of Antimetal is to simplify infrastructure." From co-founder and CTO Shreyas Doshi: "The bottleneck in software eng used to always be programming." "Now, it's deploying code, maintaining it, and making sure it scales." "Writing code is no longer the hard part, it's about operations and maintenance (going from 1 user to 1M)." "We go to companies, plug into their entire infra surface area (source code, cloud, ticketing system etc.), and try to understand why things are failing. We pull in data and give them these golden pathways about what's going on/why things happen."

IN NEWS: Antimetal closes $20M in Series A funding "The mission of Antimetal is to simplify infrastructure." From co-founder and CTO Shreyas Doshi: "The bottleneck in software eng used to always be programming." "Now, it's deploying code, maintaining it, and making sure it scales." "Writing code is no longer the hard part, it's about operations and maintenance (going from 1 user to 1M)." "We go to companies, plug into their entire infra surface area (source code, cloud, ticketing system etc.), and try to understand why things are failing. We pull in data and give them these golden pathways about what's going on/why things happen."

TBPN

45,785 просмотров • 1 год назад