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US Has Over 10X China AI Compute – US AI Domination

n 2022 the US was adding roughly 45–50% of the world’s new compute and China 30–35%. Export controls plus a huge US buildout flipped that: today about 70% of new AI data-center watts are going into America and China is under 10%. US AI chips are 2.3 to 2.7 times better at compute per watt ... Read more
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World of Cheap and Productive Overnight Agents

One person with a chatbot burns tokens only while typing. One person with 3–20 background bots burns tokens all night. This month sees the start of grokbot boom that adds hours and ultra low cost models. Cheap models make it affordable. GLM-5.3-Flash at $0.15/$0.50 per million is ~10x cheaper than a frontier model. $20 per ... Read more

X Identified 200,000 Account China Bot Farm – 200 Accounts Were Anti US Data Centers

X identified a bot farm of approximately 200,000 accounts. Within this farm, they found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy. These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that ... Read more

Elon Projects SpaceX $3.5 Trillion Revenue in 2033

Elon Musk says his best guess for SpaceX ~$3.5T revenue is roughly around 2033. This could after adding 10-20 Gigawatts per year of earth based data centers from 2027 to 2033 and adding 100 Gigawatts per year of space based data centers from 2030-2033. This would be about 500 gigawatts of cumulative ai data center. ... Read more

Unlike Internet Bust the Current AI and Tech Earnings Justify Higher Stock Valuation

Raymond James analyst Simon Leopold says Nvidia could make $1 trillion in revenue for the fiscal year that ends in January 2029. At yesterdays earnings call, Nvidia guided to 70% revenue growth for 2027. Nvidia is likely to make 403 billion in revenue in 2026. 70% growth would hit almost $700 billion in 2027. They ... Read more

Nvidia Second Quarter Beats on Revenue and Earnings

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. ... Read more

SpaceX Has 17 Starship Launch Pads Under Development

SpaceX now has 17 Starship launch pads under development. Those 17 pads will eventually have a combined launch capacity of 15,000+ launches per year Including Starbase, Louisiana, @SpaceX now has 17 Starship launch pads under development. Those 17 pads will eventually have a combined launch capacity of 15,000+ launches per year, more than twice the ... Read more

Reviewing the IVO Quantum Drive

Did the orbital test of the IVO Quantum Drive produce a real thrust signal in orbit—or did an ambitious experiment leave us with an intriguing but unresolved anomaly? Physicist and author Dr. Mike McCulloch, originator of Quantised Inertia, describes the IVO Ltd.’s attempt to test a propellantless electric-drive concept in space. Mike developed Quantized Inertia ... Read more

Space Optimized Vera Rubin System for Space Based AI Launching Q4 2027

SpaceX, in partnership with Nvidia, have designed a space-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028. The design is significantly simpler, lower cost, denser and lighter than a traditional rack. SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system for launch ... Read more