Keep pulling the thread on Daniela Amodei.
OpenAI confidentially filed its IPO paperwork on Monday.
Elon Musk revealed a prototype design for SpaceX's data center satellites, each designed to handle approximately 150 kilowatts of AI compute.
Google is reportedly in discussions to partner with SpaceX for its own data center satellites.
SpaceX plans to expand its Starlink facility to 11 million square feet, an area comparable to the Tesla Gigafactory in Austin.
Elon Musk stated that SpaceX aims to achieve an annualized rate of deploying 1 gigawatt of compute capacity into space by the end of 2027.
SpaceX claimed in its prospectus that space data centers could become a $23 trillion market.
The SpaceX IPO is reportedly 2x oversubscribed, with sources telling Reuters there are $150 billion in orders for $75 billion of available stock.
According to The Information, Google and Nvidia are adding Intel as a backup manufacturer for their AI chips due to capacity constraints at TSMC.
TSMC CEO CC Wei warned investors that it will be a long time before the company can meet full customer demand for its chips.
Google has reportedly ordered 3 million TPUs from Intel for manufacturing in 2028.
Nvidia is reportedly testing Intel's manufacturing for its next-generation Feynman chip, which is scheduled for production in 2028.
The White House is reportedly negotiating federal preemption of state AI laws in exchange for supporting other tech priorities.