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We went from 3, maybe 4 major AI compute sellers to potentially 6 Amazon, Microsoft, Google, maybe Oracle. Now add SpaceX and Meta... just as customers are getting more efficient w tokens. "You could have a pretty decent-sized speed bump in here" - Dan Niles

Deirdre Bosa

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77,189 görüntüleme • 3 ay önce •via X (Twitter)

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🚨 Early $GOOGL & $META investor Roger McNamee: “AI is not a small bubble. It’s a humongous bubble.” “$1.4T has already been spent trying to build a general-purpose technology, which will never happen.” “OpenAI, Anthropic, Meta, Google, Microsoft, Amazon & SpaceX are all competing for the same 2 spots in the AI marketplace.” “There is no moat. They all have the same technology and are competing for the same customer.” “How do you think that’s going to end?” His full investment thesis:👇

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BREAKING: Dan Ives says SpaceX could become one of the best AI investments in the market. "When you look at it on the compute side to space, it's much more of an AI play. When you go out in the next 2-3 years, if they execute, I could argue this becomes one of the best AI plays in the market and that's why we are bullish."

BREAKING: Dan Ives says SpaceX could become one of the best AI investments in the market. "When you look at it on the compute side to space, it's much more of an AI play. When you go out in the next 2-3 years, if they execute, I could argue this becomes one of the best AI plays in the market and that's why we are bullish."

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We called the bottom perfectly yesterday together. Expect a relief rally on the Magnificent 7 stocks now. It's going to be choppy for the first few weeks, but end-of-month will be strong. However, we are NOT out of the woods yet. 1. Amazon - $AMZN 2. Apple - $AAPL 3. Google - $GOOGL 4. Meta - $META 5. Microsoft - $MSFT 6. Nvidia - $NVDA 7. Tesla $TSLA I'll make sure to update you every single day.

We called the bottom perfectly yesterday together. Expect a relief rally on the Magnificent 7 stocks now. It's going to be choppy for the first few weeks, but end-of-month will be strong. However, we are NOT out of the woods yet. 1. Amazon - $AMZN 2. Apple - $AAPL 3. Google - $GOOGL 4. Meta - $META 5. Microsoft - $MSFT 6. Nvidia - $NVDA 7. Tesla $TSLA I'll make sure to update you every single day.

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X Freeze

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Mistral is announcing an expanded global strategic partnership with Microsoft to give enterprises and regulated industries frontier AI they can control. As Mistral is expanding its AI compute capacity in Europe, the companies are expanding their strategic partnership with Microsoft’s commitment to leverage part of this capacity, bringing Mistral’s frontier and efficient models across Microsoft’s AI platform and giving customers flexible deployment options from cloud to fully disconnected environments. Learn more from Arthur Mensch and Brad Smith on what this means for enterprises. Watch here:

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Mistral AI

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“Larry Ellison is the most focused person I’ve ever seen when he has something to beat. Larry has to have an enemy. One of the biggest enemies he ever picks is Bill Gates. This was brilliant positioning. This is how he got Oracle in the media: Everybody at the time was scared of Microsoft. They’d compare Microsoft to a dangerous alligator. They’d say: What if we avoid the alligator? What if we’re nice to the alligator? This is what Larry said instead: ‘Well, I’ve got a better idea. Let’s kill the fucking alligator before he kills us! If we fight back, maybe we’ll survive. Maybe we won’t kill the alligator, it’s a huge fucking alligator, but trying to kill it will improve our chances for survival. Being nice to the alligator will never work.’ Ellison had set out to stop people talking about Oracle and other database companies, and get them talking about Oracle and Microsoft. [As a result of his fight with Bill Gates] Oracle was now perceived as a software heavyweight. Customers who bought our products could trust that we were going to be around for a long time. We were a survivor. And if customers don’t believe you’re going to survive—you won’t.”

“Larry Ellison is the most focused person I’ve ever seen when he has something to beat. Larry has to have an enemy. One of the biggest enemies he ever picks is Bill Gates. This was brilliant positioning. This is how he got Oracle in the media: Everybody at the time was scared of Microsoft. They’d compare Microsoft to a dangerous alligator. They’d say: What if we avoid the alligator? What if we’re nice to the alligator? This is what Larry said instead: ‘Well, I’ve got a better idea. Let’s kill the fucking alligator before he kills us! If we fight back, maybe we’ll survive. Maybe we won’t kill the alligator, it’s a huge fucking alligator, but trying to kill it will improve our chances for survival. Being nice to the alligator will never work.’ Ellison had set out to stop people talking about Oracle and other database companies, and get them talking about Oracle and Microsoft. [As a result of his fight with Bill Gates] Oracle was now perceived as a software heavyweight. Customers who bought our products could trust that we were going to be around for a long time. We were a survivor. And if customers don’t believe you’re going to survive—you won’t.”

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Jeff Dean says he's bullish on specialized hardware because a handful of workloads will be a lot of the world's compute "I'm pretty bullish on more and more specialized hardware, because I think that's the way you really get much more efficient systems." "And we now have workloads where there's like a handful of workloads that are going to be a lot of the compute in the world." "And so if you think about that, that is crying out for specialization." "The problem with specialization is if what you want to do changes in the future, then the thing you've lovingly crafted in hardware for maybe two years is no longer perhaps as relevant."

Jeff Dean says he's bullish on specialized hardware because a handful of workloads will be a lot of the world's compute "I'm pretty bullish on more and more specialized hardware, because I think that's the way you really get much more efficient systems." "And we now have workloads where there's like a handful of workloads that are going to be a lot of the compute in the world." "And so if you think about that, that is crying out for specialization." "The problem with specialization is if what you want to do changes in the future, then the thing you've lovingly crafted in hardware for maybe two years is no longer perhaps as relevant."

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🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX

Herbert Ong

15,014 görüntüleme • 3 ay önce

Meta signed a 20 billion dollar compute deal in April and by June was quietly trying to sell the leftovers, and Dan Niles went on CNBC to explain why that flip means the AI building boom may have already peaked. That timeline should stop you. For two years, the whole AI bet ran on one idea: that nobody has enough compute, and everyone wants more, and the demand never ends. Then Meta signed a 20 billion dollar deal in April. By June they were shopping the extra capacity to their rivals. Niles explained what broke. Companies used to burn as many tokens as they could to look busy. Then they started cutting. His example is the one that sticks. Using the smartest model to summarize your emails is like driving a Ferrari to the corner store for milk. You do not need it. Coinbase cut its AI spend in half while it used the tools more. Uber burned its whole budget in four months, then slashed it. When the biggest spenders suddenly have compute to sell, the story cracks. Everyone is still pricing these stocks like demand only climbs. The people paying the bills just found the off switch.

Meta signed a 20 billion dollar compute deal in April and by June was quietly trying to sell the leftovers, and Dan Niles went on CNBC to explain why that flip means the AI building boom may have already peaked. That timeline should stop you. For two years, the whole AI bet ran on one idea: that nobody has enough compute, and everyone wants more, and the demand never ends. Then Meta signed a 20 billion dollar deal in April. By June they were shopping the extra capacity to their rivals. Niles explained what broke. Companies used to burn as many tokens as they could to look busy. Then they started cutting. His example is the one that sticks. Using the smartest model to summarize your emails is like driving a Ferrari to the corner store for milk. You do not need it. Coinbase cut its AI spend in half while it used the tools more. Uber burned its whole budget in four months, then slashed it. When the biggest spenders suddenly have compute to sell, the story cracks. Everyone is still pricing these stocks like demand only climbs. The people paying the bills just found the off switch.

Ihtesham Ali

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Elon Musk: "AI could roughly double US GDP growth next year from ~2% to ~4%. Maybe even more." Cathie Wood (ARK CEO and CIO): AI could trigger the biggest acceleration in global growth since the Industrial Revolution. Before the Industrial Revolution, global real GDP growth was ~0.6%; afterward, it climbed to 5X 3%. Wood sees today’s AI revolution as another potentially transformative moment, with growth possibly doubling to 6% or moving even higher, with 10%–15% as an upside possibility. ---- Video from "ARK Invest" YT channel (link in comment)

Elon Musk: "AI could roughly double US GDP growth next year from ~2% to ~4%. Maybe even more." Cathie Wood (ARK CEO and CIO): AI could trigger the biggest acceleration in global growth since the Industrial Revolution. Before the Industrial Revolution, global real GDP growth was ~0.6%; afterward, it climbed to 5X 3%. Wood sees today’s AI revolution as another potentially transformative moment, with growth possibly doubling to 6% or moving even higher, with 10%–15% as an upside possibility. ---- Video from "ARK Invest" YT channel (link in comment)

Rohan Paul

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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

52,492 görüntüleme • 4 ay önce

Elon Musk: Now we’re going to look at the computer for the Cybercab. The computer will be somewhat overspecified, but I think there’s a major opportunity here. Similar to Amazon Web Services, if the car is driving for 50 hours a week, that leaves more than 100 hours where the compute is sitting there unused. You could use that idle compute for distributed inference. If you have a fleet of 100 million vehicles, each with roughly a kilowatt of efficient inference compute, that’s about 100 GW of compute. That’s a massive amount of compute. And if it’s already there, you might as well use it. I think that makes a lot of sense. The autonomous future is here.

Elon Musk: Now we’re going to look at the computer for the Cybercab. The computer will be somewhat overspecified, but I think there’s a major opportunity here. Similar to Amazon Web Services, if the car is driving for 50 hours a week, that leaves more than 100 hours where the compute is sitting there unused. You could use that idle compute for distributed inference. If you have a fleet of 100 million vehicles, each with roughly a kilowatt of efficient inference compute, that’s about 100 GW of compute. That’s a massive amount of compute. And if it’s already there, you might as well use it. I think that makes a lot of sense. The autonomous future is here.

Tesla Owners Silicon Valley

58,299 görüntüleme • 8 gün önce

Mag 7's will continue to make you rich. I expect them to outperform the markets constantly. I'll be buying every month. They are super cheap right now relative to the P/E of the S&P 500. 1. Nvidia $NVDA 2. Amazon $AMZN 3. Apple $AAPL 4. Microsoft $MSFT 5. Tesla $TSLA 6. Google $GOOGL 7. Meta $META 8. ETF includes $MAGS All my buy and sell signals in Discord @

Mag 7's will continue to make you rich. I expect them to outperform the markets constantly. I'll be buying every month. They are super cheap right now relative to the P/E of the S&P 500. 1. Nvidia $NVDA 2. Amazon $AMZN 3. Apple $AAPL 4. Microsoft $MSFT 5. Tesla $TSLA 6. Google $GOOGL 7. Meta $META 8. ETF includes $MAGS All my buy and sell signals in Discord @

StockWhale

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SUNDAR PICHAI: AI IS REWRITING EARTH’S INFRASTRUCTURE IN TWO YEARS Sundar laid it out with quiet certainty: the AI boom isn’t coming, it’s already rewriting the laws of scale: "You know, maybe four years ago Google was spending less than $30 billion per year. This year, that number is gonna be over $90 billion. And if you collectively add what all the companies are doing, we have well over a trillion dollars of investment going in, in building the infrastructure for this moment. And one way I think about it is in the next couple of years, we'll end up building what we probably built in the past 10 to 20 years. So hopefully just in a couple of years. So that gives you the scale at which this is ramping up." It’s the kind of scale that makes empires blink. Alphabet’s AI capex shot from $24 billion in 2021 to over $90 billion in 2025, powered by Gemini, Vertex AI, and an arms race for compute that’s now burning through a trillion dollars across Google, Microsoft, Amazon, and Meta. Source: thewizeai / Sundar Pichai

SUNDAR PICHAI: AI IS REWRITING EARTH’S INFRASTRUCTURE IN TWO YEARS Sundar laid it out with quiet certainty: the AI boom isn’t coming, it’s already rewriting the laws of scale: "You know, maybe four years ago Google was spending less than $30 billion per year. This year, that number is gonna be over $90 billion. And if you collectively add what all the companies are doing, we have well over a trillion dollars of investment going in, in building the infrastructure for this moment. And one way I think about it is in the next couple of years, we'll end up building what we probably built in the past 10 to 20 years. So hopefully just in a couple of years. So that gives you the scale at which this is ramping up." It’s the kind of scale that makes empires blink. Alphabet’s AI capex shot from $24 billion in 2021 to over $90 billion in 2025, powered by Gemini, Vertex AI, and an arms race for compute that’s now burning through a trillion dollars across Google, Microsoft, Amazon, and Meta. Source: thewizeai / Sundar Pichai

Mario Nawfal

163,412 görüntüleme • 10 ay önce

Sarah Nurse: "I felt like the game was pretty out of control today from puck drop, and I don't think it ever got under control. As we went through the game, everybody's skating around not really knowing what a penalty is, and so that's kinda frustrating. I think us, the referees, nobody really knows what's a penalty, and so that gets frustrating. Because you go into a battle and you're like, 'could I get called here? Maybe. Could I not? Maybe.' Despite that, we still have to find ways to play around those things that are out of our control."

Sarah Nurse: "I felt like the game was pretty out of control today from puck drop, and I don't think it ever got under control. As we went through the game, everybody's skating around not really knowing what a penalty is, and so that's kinda frustrating. I think us, the referees, nobody really knows what's a penalty, and so that gets frustrating. Because you go into a battle and you're like, 'could I get called here? Maybe. Could I not? Maybe.' Despite that, we still have to find ways to play around those things that are out of our control."

Kyle Cushman

57,228 görüntüleme • 6 ay önce

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

ELON CLIPS

21,962 görüntüleme • 6 ay önce

HRT, one of the largest quantitative trading firms in the world, just revealed the scale of their AI operation. "two of the biggest ingredients you need to build deep learning models are compute and data. HRT has both in incredible orders of magnitude." "we have vast quantities of data, on the order of petabytes, just in terms of raw tick data we've written down since the beginning of electronic trading." "we have a very high compute-per-researcher ratio." then the line that puts it in perspective: "there probably aren't too many places on Earth you can do cutting-edge deep learning research at the level we do it, just because of how few places have access to as much compute." "it's basically the hyperscalers of the world and then we're in the next tranche." a trading firm putting itself in the same compute tier as Google, Microsoft, and Meta. not for chatbots, for trading.

HRT, one of the largest quantitative trading firms in the world, just revealed the scale of their AI operation. "two of the biggest ingredients you need to build deep learning models are compute and data. HRT has both in incredible orders of magnitude." "we have vast quantities of data, on the order of petabytes, just in terms of raw tick data we've written down since the beginning of electronic trading." "we have a very high compute-per-researcher ratio." then the line that puts it in perspective: "there probably aren't too many places on Earth you can do cutting-edge deep learning research at the level we do it, just because of how few places have access to as much compute." "it's basically the hyperscalers of the world and then we're in the next tranche." a trading firm putting itself in the same compute tier as Google, Microsoft, and Meta. not for chatbots, for trading.

Goshawk Trades

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