TMtechmemeSources: SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs (Grace Kay/The Information)industry3 days ago▲ 24Read story→
rssBesxar is building an orbital semiconductor factory, one SpaceX rocket at a timetechcrunchindustrySpace4 days ago▲ 44Read story→
rssCognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all markettechcrunchindustryStartups4 days ago▲ 44Read story→
TMtechmemeAnalysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade (Valida Pau/The Information)industry7 days ago▲ 24Read story→
TMtechmemeBig Tech reported Q2 "other income" rose significantly to $160B+, driven by investments in AI companies, raising concerns of paper gains overstating the AI boom (Financial Times)industry13 days ago▲ 24Read story→
rssMusk’s faster path to more gas turbines comes with pollution problemtechcrunchindustryAI14 days ago▲ 44Read story→