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Video Essay: Space Based Data Centers, OpenAI + Disney, Bureaucracy as a Civilizational Threat, Tech Bubbles, Geopolitics of Manufacturing, Nancy Pelosi is the Blight, Biotech as Nanotech and other hot takes

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Andrew Côté

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46,029 Aufrufe • vor 8 Monaten •via X (Twitter)

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$NVDA CEO Jensen Huang says orbital data centers are feasible but face cooling constraints as space requires radiation-based heat dissipation instead of traditional methods. He adds that Nvidia is already running CUDA in satellites and is exploring space-based compute.
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$NVDA CEO Jensen Huang says orbital data centers are feasible but face cooling constraints as space requires radiation-based heat dissipation instead of traditional methods. He adds that Nvidia is already running CUDA in satellites and is exploring space-based compute.

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Compute at Sea Francois Chaubard AI is running out of compute, and data centers are running out of electricity and land. One possible solution is to move compute offshore. The ocean offers abundant space, sunlight, and natural cooling, opening the door to fleets of modular data centers operating together as a global cloud.

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The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet
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Dr. Nancy Grace Roman, our namesake, is sometimes called the “mother of Hubble,” but she’s really the mother of all space-based observatories! As NASA’s first chief astronomer, she supercharged space science and helped make NASA what it is today.
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Dr. Nancy Grace Roman, our namesake, is sometimes called the “mother of Hubble,” but she’s really the mother of all space-based observatories! As NASA’s first chief astronomer, she supercharged space science and helped make NASA what it is today.

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This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon
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This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon

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Dr. P.M. Murali, Chair, Health & Biotech Conference Track, and CMD, Jananom shares his vision for the Health & Biotech Conference at #BTS2026 and why convergence is set to define the future of innovation. From AI and Biology to advanced materials and sustainable manufacturing, he highlights how technologies are coming together to reshape industries. As he puts it, "the future is convergence, AI & Biology, AI & Manufacturing, AI & Space." Discover why he believes Bengaluru Tech Summit 2026 is the place to witness this transformation unfold. #AIandBeyond #StartupIndia #KarnatakaInnovation #BengaluruTechSummit Kiran Mazumdar-Shaw

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Cathie Wood is basically saying the market is valuing $TSLA as a future autonomy platform where robotaxis turn one-time vehicle sales into recurring, software-like revenue with ~70% margins. She also argues a trillion-dollar SpaceX IPO makes sense if you view the space as the next infrastructure buildout with orbital compute & space-based data centers forming a new internet layer
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Nancy Pelosi: “Donald Trump is the worst president that America’s children have ever had in terms of their health, their education. He is giving them as a gift a $600B increase in the national debt for them to pay off as he takes away healthcare from them”

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🇺🇸 Elon's biographer Walter Isaacson: SpaceX's plans to build data centers in low-Earth orbit or on the moon sound fantastical but could be very real. Elon is someone who turns the impossible into reality. Isaacson says it actually makes sense given the energy costs and backlash against Earth-based data centers, and that space-based infrastructure is a trillion-dollar market nobody saw coming 3 years ago. Bezos said he thinks it won't happen as fast as Elon claims. But then again, he's not the one catching rockets with chopsticks. Source: CNBC
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🇺🇸 Elon's biographer Walter Isaacson: SpaceX's plans to build data centers in low-Earth orbit or on the moon sound fantastical but could be very real. Elon is someone who turns the impossible into reality. Isaacson says it actually makes sense given the energy costs and backlash against Earth-based data centers, and that space-based infrastructure is a trillion-dollar market nobody saw coming 3 years ago. Bezos said he thinks it won't happen as fast as Elon claims. But then again, he's not the one catching rockets with chopsticks. Source: CNBC

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"Elon Musk is probably doing more for America than any other American. He's single handedly bringing manufacturing back to America. SpaceX is in some ways the most important defense contractor in America. What he's doing with Starlink is amazing for the world. He's creating all of these blue collar manufacturing jobs which is a goal of a lot of liberals and good for America. He's done more than any living human to decarbonize the world. And if you're upset about data centers on earth for environmental reasons, here you go - he's putting data centers in space" - Gavin Baker Patrick OShaughnessy
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"Elon Musk is probably doing more for America than any other American. He's single handedly bringing manufacturing back to America. SpaceX is in some ways the most important defense contractor in America. What he's doing with Starlink is amazing for the world. He's creating all of these blue collar manufacturing jobs which is a goal of a lot of liberals and good for America. He's done more than any living human to decarbonize the world. And if you're upset about data centers on earth for environmental reasons, here you go - he's putting data centers in space" - Gavin Baker Patrick OShaughnessy

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Data centers in space are a "no brainer." SpaceX's 1st employee Tom Mueller (Tom Mueller) on Elon Musk's plan to move compute into space: "It makes the most sense of anything to move to space. All you need as an input is power, and all you have as an output is data." "You move it to space, you have all the power you would ever need, and you transmit that data back down on a terawatt laser beam—it's solved. It's just so simple."
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Data centers in space are a "no brainer." SpaceX's 1st employee Tom Mueller (Tom Mueller) on Elon Musk's plan to move compute into space: "It makes the most sense of anything to move to space. All you need as an input is power, and all you have as an output is data." "You move it to space, you have all the power you would ever need, and you transmit that data back down on a terawatt laser beam—it's solved. It's just so simple."

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I did not know how much of a data advantage Google has over the other AI companies. Matthew Prince 🌥 says they can access 3X as much data as OpenAI and nearly 5X as much as Bing. This could make it hard for those models—and Grok—to beat Gemini in the long run.

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🚨🚨 BREAKING: Nancy Pelosi has just been SUBPOENAED BY THE DEPARTMENT OF JUSTICE IN A FEDERAL CRIMINAL CASE IN THE NORTHERN DISTRICT OF CALIFORNIA. No official word on charges yet but reports are possible SEDITIOUS CONSPIRACY related to her role in January 6th and The J6 Committee as well as INSIDER TRADING, RACKETEERING, MONEY LAUNDERING AND BRIBERY related to her husband’s shady investments and her son’s corrupt business dealings in China and Ukraine that have illegally raked in OVER A HUNDRED MILLION DOLLARS for the Pelosi family and Nancy Pelosi personally via a MASSIVE INFLUENCE PEDDLING SCHEME where Nancy Pelosi abused her position as Speaker of The House to sell out our country to hostile foreign governments in exchange for personal financial gain. Buckle up, patriots… IT’S FINALLY HAPPENING. Nancy Pelosi is going to prison. FOLLOW Richard Citizen Journalist Whiplash437 THE NEXT DROP WILL BE SHOCKING

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As Republicans continue to debate the details of President Trump’s “Big Beautiful Bill,” Nancy Pelosi is eyeing the 2026 midterms — and she sees the proposed cuts to Medicaid as a defining issue that could help Democrats flip the House. Our exclusive interview:
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As Republicans continue to debate the details of President Trump’s “Big Beautiful Bill,” Nancy Pelosi is eyeing the 2026 midterms — and she sees the proposed cuts to Medicaid as a defining issue that could help Democrats flip the House. Our exclusive interview:

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Vance: Why don't we stop allowing congressmen and congresswomen to get rich off of insider trading? I have never seen a person more angry in my life than Nancy Pelosi when the president is calling out insider trading. My hope for all of you is you find somebody who loves you as much as Nancy Pelosi loves insider trading because then you will have a very good life indeed.
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Vance: Why don't we stop allowing congressmen and congresswomen to get rich off of insider trading? I have never seen a person more angry in my life than Nancy Pelosi when the president is calling out insider trading. My hope for all of you is you find somebody who loves you as much as Nancy Pelosi loves insider trading because then you will have a very good life indeed.

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Alex Jones

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The global warming hoax is “collapsing” as even Bill Gates admits it's actually not a big deal. No more eat the bugs for you. The timing is curious now that Big Tech needs gigawatts of real power for AI data centers.
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The global warming hoax is “collapsing” as even Bill Gates admits it's actually not a big deal. No more eat the bugs for you. The timing is curious now that Big Tech needs gigawatts of real power for AI data centers.

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Here is: The Chief of the Capitol Police Steven Sund, who oversaw January 6. Not only did he call the treacherous witch, Nancy Pelosi once; he called her twice — and then a third time. Watch as the entire room erupts when Capitol Police Chief Chief Steven Sund exposes Nancy Pelosi’s lies during shocking January 6 testimony: “I spoke with Speaker Pelosi three times, and she went on TV and said I had never spoken to her.” Time to investigate Nancy Pelosi: The January 6 riot was orchestrated as a distraction to prevent the presentation of evidence of election fraud — an act that amounted to the overthrow of the U.S. government.
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Here is: The Chief of the Capitol Police Steven Sund, who oversaw January 6. Not only did he call the treacherous witch, Nancy Pelosi once; he called her twice — and then a third time. Watch as the entire room erupts when Capitol Police Chief Chief Steven Sund exposes Nancy Pelosi’s lies during shocking January 6 testimony: “I spoke with Speaker Pelosi three times, and she went on TV and said I had never spoken to her.” Time to investigate Nancy Pelosi: The January 6 riot was orchestrated as a distraction to prevent the presentation of evidence of election fraud — an act that amounted to the overthrow of the U.S. government.

🇺🇸RealRobert🇺🇸

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Afeni Evans is not exactly the character witness Hasan Piker or Medea Benjamin should want right now. This is a radical D.C. organizer who has cheered “burn it down” rhetoric and pointed it toward AI data centers. Now she frames scrutiny of Hasan and Medea as a threat to her and other far-left organizers, while calling liberals “soft liberal fascists” who just want brunch. Her endorsement makes the network look exactly as radical and politically aligned as critics have been saying.
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Afeni Evans is not exactly the character witness Hasan Piker or Medea Benjamin should want right now. This is a radical D.C. organizer who has cheered “burn it down” rhetoric and pointed it toward AI data centers. Now she frames scrutiny of Hasan and Medea as a threat to her and other far-left organizers, while calling liberals “soft liberal fascists” who just want brunch. Her endorsement makes the network look exactly as radical and politically aligned as critics have been saying.

Stu Smith

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🇺🇸 GOV. ABBOTT: TEXAS WILL BE THE CENTERPIECE FOR GOOGLE AI DATA CENTERS "Understand, when this project is complete, Google is not going to have a larger AI data center footprint in any other state in the United States, and as I understand, more so than any other country in the entire world. Texas will be the centerpiece for AI data centers for Google." Source: Steven Dial Greg Abbott
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🇺🇸 GOV. ABBOTT: TEXAS WILL BE THE CENTERPIECE FOR GOOGLE AI DATA CENTERS "Understand, when this project is complete, Google is not going to have a larger AI data center footprint in any other state in the United States, and as I understand, more so than any other country in the entire world. Texas will be the centerpiece for AI data centers for Google." Source: Steven Dial Greg Abbott

Mario Nawfal

35,183 Aufrufe • vor 9 Monaten