Keep pulling the thread on Bill Gurley.
The total value of transactions settled using stablecoins has surpassed $18 trillion.
OpenAI has partnered with Broadcom to develop a custom inference accelerator, which is expected to contribute to over a trillion dollars in incremental CapEx.
Microsoft's initial investment in OpenAI involved providing Azure credits as an in-kind contribution, which are then recognized as revenue for Microsoft when OpenAI uses those cloud services.
NVIDIA is projected to generate $450 billion in free cash flow over the next three years.
NVIDIA has an agreement with CoreWeave to act as a buyer of last resort, purchasing any of CoreWeave's unused service capacity.
The total capital expenditure for AI infrastructure is projected to be approximately $3 trillion over the next five years.
Sell-side consensus forecasts project NVIDIA's annual revenue to grow from approximately $200 billion in the current year to $350 billion within the next five years.
According to NVIDIA CEO Jensen Huang, there is a near-zero probability of an AI compute glut in the next two to three years because the initial build-out is being absorbed by the largest hyperscalers for their core businesses.
The total capital expenditure for the 'MAG5' tech companies is forecasted to increase from $156 billion in 2023 to $379 billion in the current year.
The Colorado AI Act, which has been signed into law, establishes liability for frontier model developers for 'algorithmic discrimination' across 12 protected classes, including limited English proficiency and reproductive health.
California Governor Gavin Newsom signed SB 243 into law, which mandates safety protocols for AI chatbot companions and creates a private right of action for consumers to sue for emotional harm.
The total supply of dollar-backed stablecoins has grown to over $300 billion, from nearly zero in 2021.