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The Indian Government just did something that has Silicon Valley terrified. India is not simply buying AI chips. It is deliberately making AI compute cheaper than Amazon, and in some cases free. Under the IndiaAI Mission, the government has launched AIRAWAT, a national AI compute platform, alongside iKosha, India’s... national AI data treasury. Together, they give startups, researchers and universities access to high-end AI compute at a fraction of the cost charged by Amazon, Google or Microsoft. For public institutions, researchers and selected early-stage startups, access is heavily subsidised, and in some cases provided entirely free. This is a fundamental shift in how AI infrastructure is being built. On Western cloud platforms, AI compute is priced for multinational corporations with deep pockets. India has chosen a different route. Instead of locking AI behind expensive pay-per-use contracts, it has created shared national infrastructure, where GPUs are pooled and made available at cost. Startups do not need millions in venture capital just to train a model. Researchers are not forced into foreign cloud dependency. Innovation is not restricted to those who can afford Silicon Valley pricing. The rollout of tens of thousands of GPUs, many of them Nvidia, is not about stockpiling hardware. It is about democratising access to compute. India is making it clear that if you are building something useful, locally relevant, or public-facing, you should not be priced out of AI by Big Tech. This is why it matters globally. India is not trying to outspend the United States or China. It is doing something more disruptive: undercutting the cloud monopoly model by making AI infrastructure cheap, shared, and in some cases free. That is also why this development receives so little attention in Western tech media. This is iKosha, AIRAWAT, and a conscious move towards AI sovereignty — affordable, accessible, and designed for public good rather than corporate rent-seeking.show more

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67,586 次观看 • 6 个月前 •via X (Twitter)

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In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam

In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam

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Last year in Parliament, I spoke about India’s AI journey and two clear priorities. First, from Make in India to Make AI in India. Build our own capability, invest in research, and strengthen the infrastructure and compute we need to compete. Second, make advanced generative AI tools accessible and affordable for every Indian, in every language, so that no one is left behind. It is good to see AI back at the centre of national conversation as India hosts key discussions on its future. Now the focus must shift from intent to implementation. If we expand access and build with ambition, India can move from being a technology user to a technology leader. The question is not whether AI will shape the future. The question is whether India will help define it.

Last year in Parliament, I spoke about India’s AI journey and two clear priorities. First, from Make in India to Make AI in India. Build our own capability, invest in research, and strengthen the infrastructure and compute we need to compete. Second, make advanced generative AI tools accessible and affordable for every Indian, in every language, so that no one is left behind. It is good to see AI back at the centre of national conversation as India hosts key discussions on its future. Now the focus must shift from intent to implementation. If we expand access and build with ambition, India can move from being a technology user to a technology leader. The question is not whether AI will shape the future. The question is whether India will help define it.

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Building the world's largest AI compute DePIN means has tens of thousands of independent node operators around the world. Providing alternatives to centralized cloud providers is more than bringing transactions for compute on-chain, it is tapping into the distributed compute that already exists in the world and making it available to innovators and builders advancing AI and ML. video from our community member leeland アブス ✳️

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Noted economist Ruchir Sharma says 👇 • The entire world today has a monomaniacal focus on AI. • It’s all about which countries will be the winners and losers in AI. • Unfortunately for India, in contrast to what happened during the tech boom of the 1990s and 2000s, foreign investors have concluded that India is a loser in the AI space. • The world is obsessed with building infrastructure for AI, something India sorely lacks. • Countries like South Korea and Taiwan are doing far better, while India is nowhere close. This is the stark reality. Hype and photo-ops won’t suffice. India, which became the flagbearer of the IT and telecom revolution thanks to visionary leadership at the time, cannot afford to let the AI revolution pass us by. But sadly, that is exactly what is happening - and the world is not going to wait.

Noted economist Ruchir Sharma says 👇 • The entire world today has a monomaniacal focus on AI. • It’s all about which countries will be the winners and losers in AI. • Unfortunately for India, in contrast to what happened during the tech boom of the 1990s and 2000s, foreign investors have concluded that India is a loser in the AI space. • The world is obsessed with building infrastructure for AI, something India sorely lacks. • Countries like South Korea and Taiwan are doing far better, while India is nowhere close. This is the stark reality. Hype and photo-ops won’t suffice. India, which became the flagbearer of the IT and telecom revolution thanks to visionary leadership at the time, cannot afford to let the AI revolution pass us by. But sadly, that is exactly what is happening - and the world is not going to wait.

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In a matter of few months, Phoenix’s AI Utility Staking has grown rapidly and surpassed the milestone of 500,000 PHB, with Ink Finance being latest AI Ecosystem partner to stake (more details of this to come). Current applications, use cases, and synergies for our utility staking partners include but are not limited to AI trading, decentralized compute infrastructure, AI agents, AI-powered DeSci, and vertical use-case LLMs. Phoenix is at the forefront of driving real world application-specific adoption of decentralized AI infrastructure – and this is just the beginning. #Phoenix $PHB

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Phoenix AI Labs

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Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

244,339 次观看 • 22 天前

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"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

Exabits

13,896 次观看 • 2 年前

What if the AI boom is not just a technology race, but a capital machine hiding in plain sight? The deeper I look at this ecosystem, the less it feels like a messy market and the more it looks like a closed financial loop. That is what makes this so striking. → Big Tech funds AI labs and infrastructure → AI labs and cloud players buy chips, GPUs, and networking → Model companies license capabilities back to the same giants funding the buildout What looks complicated is, in many ways, brutally simple. A money machine. And right now, that machine is being priced as if demand, revenue, and adoption will keep compounding with very little friction. That is the part I find most fascinating. Because the numbers are not just big. They are staggering. → Microsoft has invested more than $13B into OpenAI since 2019 → Oracle signed a $300B data centre capacity deal tied to OpenAI through 2029 → Meta is racing from roughly 150,000 NVIDIA GPUs in 2023 to around 1.3 million by the end of 2025 → Broadcom’s AI chip revenue is projected to jump from $3.8B in 2023 to $40B by 2026 What really stands out to me is how concentrated this loop has become. NVIDIA gets paid by nearly everyone. Infrastructure providers benefit early. AI companies are still betting on future monetization. Maybe it works. But that is the real question. Are we looking at durable economics, or one of the most elegantly circular bets the tech world has ever built? Do you think this AI capital loop is sustainable, or are we watching a beautifully engineered cycle that still has to prove itself? #AI #ArtificialIntelligence #OpenAI #NVIDIA #Microsoft #Infrastructure #DataCenters #Investing #BusinessStrategy #Innovation

What if the AI boom is not just a technology race, but a capital machine hiding in plain sight? The deeper I look at this ecosystem, the less it feels like a messy market and the more it looks like a closed financial loop. That is what makes this so striking. → Big Tech funds AI labs and infrastructure → AI labs and cloud players buy chips, GPUs, and networking → Model companies license capabilities back to the same giants funding the buildout What looks complicated is, in many ways, brutally simple. A money machine. And right now, that machine is being priced as if demand, revenue, and adoption will keep compounding with very little friction. That is the part I find most fascinating. Because the numbers are not just big. They are staggering. → Microsoft has invested more than $13B into OpenAI since 2019 → Oracle signed a $300B data centre capacity deal tied to OpenAI through 2029 → Meta is racing from roughly 150,000 NVIDIA GPUs in 2023 to around 1.3 million by the end of 2025 → Broadcom’s AI chip revenue is projected to jump from $3.8B in 2023 to $40B by 2026 What really stands out to me is how concentrated this loop has become. NVIDIA gets paid by nearly everyone. Infrastructure providers benefit early. AI companies are still betting on future monetization. Maybe it works. But that is the real question. Are we looking at durable economics, or one of the most elegantly circular bets the tech world has ever built? Do you think this AI capital loop is sustainable, or are we watching a beautifully engineered cycle that still has to prove itself? #AI #ArtificialIntelligence #OpenAI #NVIDIA #Microsoft #Infrastructure #DataCenters #Investing #BusinessStrategy #Innovation

Pascal Bornet

13,686 次观看 • 4 个月前

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AI shouldn’t be controlled by a single company or person, and the reason why most AI tools are "free" is because you are the product. Your data is more valuable to them, than the tool itself. That's why Action Model is different. We use tokens so: • Every AI action has a real cost • That cost is transparent • Value flows back to contributors, not one corporation The token represents a fractional stake in the AI itself; economic rights, governance rights, and participation in its growth. And that’s how you run AI without centralized control.

Action Model

47,390 次观看 • 6 个月前

The Global South just stopped asking for a seat at the table. India this week put 38,000 GPUs into public compute, committed $1.1B to a state-backed AI fund, and started its first chip fab. Every major lab CEO flew in. Twenty heads of state showed up. This is not a developing market catching up. This is a sovereign AI strategy being executed in real time. The countries that got written out of internet-era governance are not making that mistake again. The rules for the next decade of AI are being written in New Delhi, not Washington.

The Global South just stopped asking for a seat at the table. India this week put 38,000 GPUs into public compute, committed $1.1B to a state-backed AI fund, and started its first chip fab. Every major lab CEO flew in. Twenty heads of state showed up. This is not a developing market catching up. This is a sovereign AI strategy being executed in real time. The countries that got written out of internet-era governance are not making that mistake again. The rules for the next decade of AI are being written in New Delhi, not Washington.

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47,755 次观看 • 5 个月前

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 次观看 • 2 个月前

Around 1 billion computer-based jobs are at risk of being replaced by AI. This shift is happening whether people are ready for it or not. The real question isn’t if it happens. It’s who owns the value created by it. Right now, that value flows to a handful of billionaires and Big Tech companies. At Action Model, we believe AI should be owned by the people, not controlled by the few. There’s still a small window for people-owned AI to win. Now is your chance to do something about it.

Around 1 billion computer-based jobs are at risk of being replaced by AI. This shift is happening whether people are ready for it or not. The real question isn’t if it happens. It’s who owns the value created by it. Right now, that value flows to a handful of billionaires and Big Tech companies. At Action Model, we believe AI should be owned by the people, not controlled by the few. There’s still a small window for people-owned AI to win. Now is your chance to do something about it.

Action Model

22,362 次观看 • 3 个月前

ELON: AI CLUSTERS WILL BECOME A NORMAL THING EVERY COUNTRY HAS Compute is becoming a new currency. While building a "frontier model" today is a high-stakes gauntlet that requires a level of technical skill only a few companies possess, he predicts that AI compute clusters are about to become as essential to a nation as a power grid or a military. By 2026, "AI Sovereignty" will be the only thing keeping nations from becoming digital colonies of Silicon Valley or Beijing: “Probably all countries will have their own AI clusters over time. It is currently very difficult to actually build an AI cluster and have it run... because if you are training a frontier model, then you need a massive amount of compute and a level of technical skill that only a few companies possess. But over time, I think every country will have AI compute clusters. It is just going to be a normal thing that every country has.” Source: vitrupo Elon Musk

ELON: AI CLUSTERS WILL BECOME A NORMAL THING EVERY COUNTRY HAS Compute is becoming a new currency. While building a "frontier model" today is a high-stakes gauntlet that requires a level of technical skill only a few companies possess, he predicts that AI compute clusters are about to become as essential to a nation as a power grid or a military. By 2026, "AI Sovereignty" will be the only thing keeping nations from becoming digital colonies of Silicon Valley or Beijing: “Probably all countries will have their own AI clusters over time. It is currently very difficult to actually build an AI cluster and have it run... because if you are training a frontier model, then you need a massive amount of compute and a level of technical skill that only a few companies possess. But over time, I think every country will have AI compute clusters. It is just going to be a normal thing that every country has.” Source: vitrupo Elon Musk

Mario Nawfal

20,502 次观看 • 7 个月前

AI cannot make money. ChatGPT costs billions to run. Generates almost nothing in return. So why is Amazon, Microsoft, Google and Meta tripling their AI investment every year? Because they are all investing in each other. It is a circle. Nobody is making money. Everyone is pretending they will. There is only one solution to a bubble this big. The government. Three days after Trump's inauguration — Operation Stargate. $500 billion for AI data centers. Not because AI is profitable. Because the government needs the surveillance infrastructure that AI makes possible. AI needed the government to survive. The government needed AI to control. They found each other. And you are paying for it.

AI cannot make money. ChatGPT costs billions to run. Generates almost nothing in return. So why is Amazon, Microsoft, Google and Meta tripling their AI investment every year? Because they are all investing in each other. It is a circle. Nobody is making money. Everyone is pretending they will. There is only one solution to a bubble this big. The government. Three days after Trump's inauguration — Operation Stargate. $500 billion for AI data centers. Not because AI is profitable. Because the government needs the surveillance infrastructure that AI makes possible. AI needed the government to survive. The government needed AI to control. They found each other. And you are paying for it.

Predictive History

19,635 次观看 • 2 个月前

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.

Milk Road AI

419,283 次观看 • 3 个月前

VIDEO | India AI Summit 2026: AAP MP Raghav Chadha says, "In the 21st century, the levers of power will essentially be controlled by those who have access to AI, GPUs, compute capability and data centres. That was the key element of my argument, how India needs to build its own compute capability. Today, we are in an AI ecosystem where there is, in some sense, a monopoly. Design is controlled by one company based in the US, while nearly 90 per cent of chip manufacturing and fabrication is controlled by a company based in Taiwan. Then there are export controls, where certain countries, particularly the US, have defined these chips, GPUs and the entire AI architecture as strategic assets and imposed controls on their export." #PTIAtAIImpactSummit #IndiaAIImpactSummit2026 #AIImpactSummit2026 (Full video available on

VIDEO | India AI Summit 2026: AAP MP Raghav Chadha says, "In the 21st century, the levers of power will essentially be controlled by those who have access to AI, GPUs, compute capability and data centres. That was the key element of my argument, how India needs to build its own compute capability. Today, we are in an AI ecosystem where there is, in some sense, a monopoly. Design is controlled by one company based in the US, while nearly 90 per cent of chip manufacturing and fabrication is controlled by a company based in Taiwan. Then there are export controls, where certain countries, particularly the US, have defined these chips, GPUs and the entire AI architecture as strategic assets and imposed controls on their export." #PTIAtAIImpactSummit #IndiaAIImpactSummit2026 #AIImpactSummit2026 (Full video available on

Press Trust of India

47,600 次观看 • 6 个月前

Sergey Brin said compute is dessert. The companies winning the AI race right now are not the ones with the most chips. They are the ones with the best algorithms. Every headline you read about AI is about data centers, Megawatts, and Nvidia orders. Billions in infrastructure and more. The entire investment thesis of the last three years has been built on compute scaling as the primary moat. Sergey thinks that framing is wrong. He pulled out an example from physics. The N-body problem. Scientists have been running those simulations since the fifties. Over the decades, raw compute improved on Moore's law. But the algorithms to solve the problem improved faster. Not slightly faster. Far faster. The algorithmic gains made the compute gains look small. He says the same thing has happened in AI over the last decade. Compute is not the meal. It is the dessert. You still want it. Nobody is turning down frontier compute. But the companies that figured out the algorithms first are the ones actually ahead. The market is pricing AI winners by who has the most chips. Sergey Brin just said that is the wrong scorecard. The ones who win this are not building the biggest data center. They are solving the harder math problem.

Sergey Brin said compute is dessert. The companies winning the AI race right now are not the ones with the most chips. They are the ones with the best algorithms. Every headline you read about AI is about data centers, Megawatts, and Nvidia orders. Billions in infrastructure and more. The entire investment thesis of the last three years has been built on compute scaling as the primary moat. Sergey thinks that framing is wrong. He pulled out an example from physics. The N-body problem. Scientists have been running those simulations since the fifties. Over the decades, raw compute improved on Moore's law. But the algorithms to solve the problem improved faster. Not slightly faster. Far faster. The algorithmic gains made the compute gains look small. He says the same thing has happened in AI over the last decade. Compute is not the meal. It is the dessert. You still want it. Nobody is turning down frontier compute. But the companies that figured out the algorithms first are the ones actually ahead. The market is pricing AI winners by who has the most chips. Sergey Brin just said that is the wrong scorecard. The ones who win this are not building the biggest data center. They are solving the harder math problem.

Ihtesham Ali

130,124 次观看 • 1 个月前

Elon about Terafab: “We’re not going to do just conventional compute, I think there’s some very interesting new physics” Very interesting! NVIDIA style chips are just one way of doing AI compute. Is Elon talking about analog AI? Neuromorphic chips? I hope it’s something very ambitious. I think we’re stuck in a local minima in AI hardware and I’m excited to see a big ambitious R&D effort to try and break out. Here’s the meat of the Terafab announcement where he describes what makes it different from all other AI hardware efforts.

Elon about Terafab: “We’re not going to do just conventional compute, I think there’s some very interesting new physics” Very interesting! NVIDIA style chips are just one way of doing AI compute. Is Elon talking about analog AI? Neuromorphic chips? I hope it’s something very ambitious. I think we’re stuck in a local minima in AI hardware and I’m excited to see a big ambitious R&D effort to try and break out. Here’s the meat of the Terafab announcement where he describes what makes it different from all other AI hardware efforts.

Phil Trubey

26,202 次观看 • 4 个月前

The CEO of Anthropic just said we are 1 to 3 years away from AGI. On camera. With 90% confidence. Almost nobody watched it. INSTEAD OF ARGUING ABOUT AI TAKING JOBS. Spend 2 hours watching the CEO of Anthropic explain exactly when and how it happens. The AI compute arms race just got a reality check nobody expected. Dario Amodei, CEO of Anthropic just did the math out loud: → Revenue growing 10x per year means $100B by end of 2026 and $1T by end of 2027 → At that trajectory you could theoretically buy $5T in compute over 5 years → But if revenue comes in at even $800B instead of $1T, bankruptcy. No exceptions → And if growth slows from 10x to just 5x per year, the entire model collapses by one year This is the most honest thing anyone in AI has said publicly in years. The companies building AI infrastructure are making trillion-dollar bets on growth curves that have never existed before in history. One year off. One multiplier wrong. The whole thing unravels. The AI compute boom is real. The risk underneath it is equally real. The question is not whether AI is the future. It is whether anyone can survive long enough to get there

The CEO of Anthropic just said we are 1 to 3 years away from AGI. On camera. With 90% confidence. Almost nobody watched it. INSTEAD OF ARGUING ABOUT AI TAKING JOBS. Spend 2 hours watching the CEO of Anthropic explain exactly when and how it happens. The AI compute arms race just got a reality check nobody expected. Dario Amodei, CEO of Anthropic just did the math out loud: → Revenue growing 10x per year means $100B by end of 2026 and $1T by end of 2027 → At that trajectory you could theoretically buy $5T in compute over 5 years → But if revenue comes in at even $800B instead of $1T, bankruptcy. No exceptions → And if growth slows from 10x to just 5x per year, the entire model collapses by one year This is the most honest thing anyone in AI has said publicly in years. The companies building AI infrastructure are making trillion-dollar bets on growth curves that have never existed before in history. One year off. One multiplier wrong. The whole thing unravels. The AI compute boom is real. The risk underneath it is equally real. The question is not whether AI is the future. It is whether anyone can survive long enough to get there

Dami-Defi

16,080 次观看 • 3 个月前