Keep pulling the thread on David Liberman.
Google, Amazon, Microsoft, and Meta collectively plan to spend $725 billion on CapEx in 2026.
High Bandwidth Memory (HBM) is sold out through 2027.
AI usage has grown 6 times in the current year, driven by the adoption of agentic systems.
According to public filings from SpaceX, most of the GPUs acquired by Elon Musk were idle.
By the beginning of the current year, Anthropic had to limit its models' quality due to usage spikes caused by its lack of infrastructure.
Anthropic signed agreements, including one with SpaceX, to pay approximately three times the original price for GPUs.
The Bitcoin infrastructure is larger than the combined infrastructures of AWS, Azure, Google Cloud, OpenAI, and SpaceX.
NVIDIA uses its financial power and its CUDA software framework to prevent competing AI hardware producers from entering the market.
The first ASICs are expected to be added to the Gonka network by hosts in the current month.
The Gonka network aims to improve AI hardware efficiency by at least 10 times every year by fostering ASIC development.
Gonka is a decentralized protocol that connects users who need computing power for AI with operators who provide GPU hardware.
The goal of the Gonka Protocol is to offer an open alternative to centralized cloud providers for AI inference and model training.