SpaceX is making minihard, an improved modular 220K GB300 data center. It will be small building to the right of Macrohard and Macrohardrr. It is the most important thing Elon and SpaceXAI has said about its infrastructure this year. Minihard is about 25% of the floor area of Macrohardrr but the same 220K GB300s. Minihard …
There is a report that SpaceX has placed its first orders for Nvidia GB300-based AI servers to Taiwan’s Foxconn. SpaceX will buy 13,000 racks for about 1 million GPUs/ It is a deal worth an estimated US$52 billion, ($4M each rack). It is a Taiwan media report citing unnamed industry sources. SpaceX has placed its …
Jensen Huang revealed that latest Nvidia technology and applications including the new Ruben GPU chips. Vera Rubin addresses skyrocketing AI computation demand (models 10x larger yearly, reasoning adds compute). Post-training uses reinforcement learning and inference is multi-token. Tokens use increase 5x yearly. Costs decline 10x yearly due to race. NEWS: Nvidia has released a new …
One year ago, I predicted in Videos and articles that Elon Musk would build AI data centers on Mars. A few days ago, Elon Musk confirmed the general plan for AI data centers on Mars to an All hands meeting of XAI. I also wrote one third of the book AI Rising. The book is …
Nvidia CEO Jensen Huang’s keynote at NVIDIA’s GTC conference in Washington D.C. was a sweeping celebration of American innovation and a call to action for America to lead the AI revolution. NVIDIA at the epicenter of this next Apollo moment. The 90-minute talk blended technical deep dives, major announcements, and forward-looking visions for AI, quantum …
TSMC’s semiconductor manufacturing facility in Phoenix celebrates the first NVIDIA Blackwell wafer produced on U.S. soil. The US Nvidia Blackwell has reached volume production. The chip packaging is still done in Taiwan. TSMC Arizona will produce advanced technologies including two-, three- and four-nanometer chips, as well as A16 chips, all essential for applications like AI, …
Mark Zuckerberg described Meta will spend hundreds of billions for a superintelligence effort. Zuckerberg is building the most elite and talent-dense team in the industry. Meta is going to invest hundreds of billions of dollars into compute to build superintelligence. They have the capital from our business to do this. SemiAnalysis just reported that Meta …
On July 9, 2025, Nvidia became the first company valued at $4 trillion. When might it or another company become a $10 trillion company? In late 1999, Microsoft became the first to reach a $400 billion valuation. The first company to reach a $1 trillion valuation was PetroChina, which briefly surpassed the $1 trillion mark …
Nvidia became the world’s first $4 trillion company with a surge in share price in the morning. The shares have since eased off for a $3.97 trillion valuation. NVIDIA’s most recent quarterly stock guidance for the remainder of fiscal 2026 is as follows: For the second quarter of fiscal 2026 (ending July 2025), NVIDIA management …
I will review the AI chips made by AMD, Google and Tesla. It is possible that Tesla with a strong Dojo 3 chip could pass AMD as second best AI chip performance and volume of chips. The top line of Tesla Abundance slide has AI compute along with Optimus, Robotaxi and FSD. This could indicate …
Here is an LLM Hardware Calculator. If you enter the size of the LLM model you want to run locally, then the calculator will provide the GPUs, memory and other primary specifications needed to run the model. Brian WangBrian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per …