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SpaceX SHOCKING AI Revenue from Elon Web Services and Cursor Will be HUGE for the SPACEX IPO

XAI Colossus 1 and part of 2 is leasing to Anthropic for $15 billion per year. This will mean SpaceXAI will be able to have more deals to build faster with huge profits. They can be renting ½ of the new capacity to scale the earth based data centers to 100B+/year high-margin rental business by ... Read more
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Mars-Venus-Phobos and Deimos Manned Flyby Mission Starting 2034

2034 Earth–Venus–Mars opportunity looks promising. 10–15 on-orbit refueling operations may be needed to make a crewed ship full. (A version 4 Starship could refuel with five tanker launches. Most refueling can be done at an altitude of 180–200 km, made possible by Starship’s size. The final refueling may be performed at a higher altitude of ... Read more

XAI $15 Billion Per Year AI Rental to Anthropic Details

Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to renting out one third to one half of the new construction. This does not included distributed compute from Tesla cars, Tesla bots, new servers with Tesla ... Read more

Sodium Ion Batteries Can Reach 100 Gigawatt Per Hour Per Year Scale in 2027

CATL will invest 5 billion yuan ($735 million) to significantly expand its sodium battery capacity by an added 40 GWh per year. According to a public document released on Thursday by environmental authorities in Ningde, Fujian province — CATL’s headquarters city — the expansion project will add 40 GWh of annual production capacity for sodium-ion ... Read more

Cerebras AI Wafer Sized Compute Raises IPO Price Nearly 20%

AI giant wafer chipmaker Cerebgas is raising its IPO price $185 per share instead of earlier $150-$160 price range. The order book was oversubscribed 20+ times. Bloomberg reports they are offering 30 million shares and will raise ~$5.55 billion. The order book is over 20x+ oversubscribed. Cerebras will try to challenge NVIDIA. Amazon plans to ... Read more

Why Do Commenters Want to Silence Sonny White?

Sonny White (Harold G. “Sonny” White) has solid credentials as a NASA veteran but is viewed as a highly speculative researcher in the broader scientific community. His work on advanced propulsion (especially warp drive concepts) generates excitement in enthusiast and media circles. For people who freak out about me platforming Sonny White, they should know ... Read more

Casimr Microsparc Nanostructure Technology Taps More Than Chemical or Nuclear Energy

Sonny White and the Casimir Team have created nanostructures to get microwatts of continuous energy (could last centuries or millenia) by leveraging the Casimir force. In Casimr Energy there are fewer virtual particles between plates with a tiny gap which creates a force by having more virtual particles outside it. The first-generation microsparc delivers performance ... Read more