Skip to main content

Posts

Plans to Increase Oil Through Hormuz

US Admiral Brad Cooper has presented a plan for another intensive 10-14 campaign to reduce Iran’s missiles. Ship-to-ship transfers off Oman and the UAE have surged, satellite images show tankers lining up to quietly hand off crude outside the danger zone, and Bloomberg data shows volumes climbing back toward 4–7 million barrels a day for ... Read more
Recent posts

Supermicro and Dell With Building Block Data Centers for SpaceX

Super Micro Computer has a complete Data Center Building Block Solutions® (DCBBS). They have a comprehensive portfolio of racks engineered specifically for mission-critical, high-density AI data center deployments. The ORv3 standard allows Supermicro to offer customers a range of racks which simplify the integration of liquid cooling solutions for high compute-density systems, resulting in a ... Read more

Report Agrees With Nextbigfuture On 8 Gigawatts SpaceX AI Data Centers by 2027-2028

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 ... Read more

SpaceX Starship Can Make Space AI Win on Cost

A quantitative model of how Starship’s cost per kilogram falls as booster life goes from 5 to 30 flights, ship life from 1 to 10, and payload from 100 to 200 tonnes — and why the last flight of every ship is the cheapest kilogram in the system. Starship will likely enter 2027 as a ... Read more

Next Generation AI is Worth Scaling

Ilya (who was the CTO of OpenAI when they made their breakthoughs) created the Safe Super Intelligence company. They are emerging to say that their research to create some next level AI is ready to scale. SSI announced a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let ... Read more

AI Investments Still Are Early

Gene Munster is a great stock market analyst. He says the recent Nasdaq selloff (~7% in July) is a healthy reset, not a breakdown. We are still in the “third inning” of AI wealth creation (not the technology rollout itself). Investors are nervous about the law of large numbers and sustainability of ultra-high growth rates, ... Read more