AMD is making an $8 billion bet (0.8% of AMD valuation) to see if World Model where if we model all physics and chemistry and everything else we can accelerate the pace of major scientific discovery. Fei Fei and World Models are a leader in this area and need the trillion dollar financial power of ... Read more
One new AI data center every month. If SpaceX achieves that MiniHard production pace, the consequences for AI capacity, revenue, and competitors are enormous. MiniHard will become SpaceX’s most important near-term product. Repeating a proven data-center design could turn individual construction projects into a steady stream of usable AI capacity. I compare it to mass ... Read more