$50B Per Year SpaceX Deal is $75B More than Waiting for Data Centers in 1 Year. There is an AI gold rush which is why SpaceX and its customers will win. OpenAI signed the Oracle $300 billion five year deal because that is the plan B they can afford. Waiting for Compute Because They Have …
Today, NVIDIA reported revenue for the second quarter ended July 26, 2026, of $96.2 billion, up 18% from the previous quarter and up 106% from a year ago. For the quarter, GAAP and non-GAAP gross margins were both 75.0%. GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22, respectively. 🔹 Revenue $96.2B (Est. …
What a 23% kernel speedup tells us about whether AI can improve itself and how to quantify the gains. In 2025, Google DeepMind’s AlphaEvolve, an AI system that discovers algorithms, found a way to make a FlashAttention kernel run 23% faster. This was a great result but it was not the beginning of a runaway …
SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and …
FundaAI’s 8 GW framing combined with the latest Minihard/Macrohard details indicate 8GW of SpaceXAI is doable by end of 2027-mid 2028. They indicate the 8 Gigawatts of chips and the 8GW of power are available to SpaceXAI 8 GW Demand (compute/chip-order side is locked in) as FundaAI calculates demand-side power need at ~8 GW total …
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 …
NVIDIA announced full production ramp at GTC Taipei on June 1, 2026. NVIDIA said the rack assembly time dropped ~95% (from ~2 hours to ~5 minutes) thanks to the modular, cable-free MGX tray design. The misinterpreted statement that 1,000 Vera Rubin Racks can be assembled each day is correct but that is only the assembly …
A pro-growth, pro-family, pro-entrepreneur tax plan that keeps the AI economy broadly owned — and therefore politically and socially sustainable. This is a Nextbigfuture, Brian Wang proposal for broadening AI participation. The strategic bet, you don’t beat the appeal of confiscatory, anti-market politics by arguing against it. You beat it by giving the people most …
Anthropic added ~$11B ARR in one month which is more than the combined 10-year build of Palantir, Snowflake, and Databricks (which employed tens of thousands collectively). No precedent in capitalism history. SaaS/cloud created $5–10T value over decades, yet one model company matched the output of the top three recent SaaS giants instantly. Growth rates (500%+ …
Elon Musk are walking with Eric Trump and his wife in a small group behind Trump and a group of about ten US and China leaders going to a limo after getting off Air Force One. Elon Musk arrives with President Trump and the U.S. delegation in Beijing, China. pic.twitter.com/yqCGkMCkbH — America (@america) May 13, …
Nvidia Vera Rubin platform with the Rubin GPU and Vera CPU is a full-stack systems with CPO. It is the next-gen successor to Blackwell. The Vera CPUs are for agentic workloads. There is Groq LPU integration for inference disaggregation. there is projected $1T in combined Blackwell/Rubin orders through 2027. It will have 10x better inference …