SpaceXAI Grok 4.7 is here. It is way better than Grok 4.6 at the same price and speed. It is on the pareto frontier. The new model builds on a larger base with extended training on complex tasks, boosting scores like 46.3% on CursorBench 4.0 for software engineering and 71.0% on DeepSWE v1.1. It keeps …
An AI data center needs enormous amounts of electricity. Building power plants is expensive, but it gets cheaper per unit as you build bigger. A developer could deliberately build more generation than the data center needs, then sell the surplus at lower cost into the surrounding city. If the surplus is cheap enough, residents’ bills …
Cognition Labs reports Grok 4.6 (available in Devin) is a significant improvement over 4.5, surpassing GPT-5.6 Sol while trailing only Opus 5 and Fable 5. Grok 4.6 (the 1.5T-parameter model with improved supervised fine-tuning and reinforcement learning) launched and is competitive at the frontier. Grok 4.7 is the larger ~2.1T-parameter model. Initial training is complete. …
The AI2027 superAI scenarios are tracking a bit slower but we are still heading quickly to SuperAI. Risk milestones are arriving ahead of the capability milestones that were supposed to produce them. There is a AI2027 tracking website and they observed capability predictions were running a bit behind but the SWE Verified benchmark caught up. …
SpaceX is building a new Minihard data center adjacent to Macrohard and Macrohardrr at the Memphis campus. It is the same 220,000 GB300s as Macrohardrr, packed into roughly 25% of the floor area. The claim is that Colossus 2’s campus ends up with the original 550k-GPU building plus two 220k-GPU buildings — close to a …
Grok 4.6 in 2 weeks and Grok 4.7 in 4 weeks — Elon Musk (@elonmusk) July 24, 2026 Grok 4.6 Parameter count: 2 trillion (2T). Confirmed by Elon as the “2T model” that is “better than our 1.5T in every way.” Relation to prior model. It is a direct successor to Grok 4.5, which is …
The CEO Supermicro @Supermicro, Charles Liang, said Supermicro will help build a new gigawatt size AI data center for SpaceX and it will be the fastest build they have ever done. The Time to Operation will be shorter than the 1 year for colossus 2. @elonmusk A big congratulations to SpaceX’s greatest IPO and proud …
SpaceX AI leasing deals worth $28 billion annualized and earn roughly 3–5x more revenue per MW than traditional multi-year cloud commitments. SemiAnalysis explains that SpaceX is selling IMMEDIACY. If you need a lot of AI data center then you can get it now or in months. Anthropic got 300 MW usable within a month, versus …
Bloomberg reports $GOOG engineers are hitting capacity constraints when they try to use AI internally. At a company guiding $180B to $190B of capex this year. Gemini 3.5 Pro is months behind schedule. Engineers are now required to use AI to write code and there isn’t enough compute to go around. Q1 capex was $35.7B, …
SpaceXAI has a huge fourth quarter in 2026. It will most be revealed in the November, 2026 earning call. Google’s $920M/month lease hits its full rate on October 1. Anthropic and Reflection are already paying. For the first time, three signed compute contracts run at full freight in the same quarter, against a facility whose …
The most misunderstood line item in the AI buildout is depreciation. Every hyperscaler is reporting compressed margins as tens of billions of dollars of AI capex hit the income statement through D&A while revenue is still ramping. Amazon’s own accounting illustrates it: roughly $220B of AWS-attributable 2027 capex, 70% in short-life assets (AI servers on …