SpaceX on track to surpass 1m GPU cluster (1.2m) by the end of the year. This will be the world’s largest compute cluster. The Colossus site is barely 2 years old.
@ninadschick
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America first to manufacture Intelligence itself, changing everything
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In the long running narrative about American (and ergo Western decline), the wild-card no one expected was that America would be first to work out how to manufacture Intelligence itself.
— Nina Schick (@NinaDSchick) 2 octobre 2026
This changes everything; and while Europe is currently unable to participate meaningfully in… https://t.co/b1xj9kh7wuIn the long running narrative about American (and ergo Western decline), the wild-card no one expected was that America would be first to work out how to manufacture Intelligence itself. This changes everything; and while Europe is currently unable to participate meaningfully in
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AI’s Takeoff: Who Builds and Controls AGI
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Full Commentary: AI’s Takeoff Has Begun Who is building AGI, who will control it, and will democracies rise to the moment?
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AI risks debate must include risks of not building
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I think there should be a serious discussion about AI risks, but it has to include the counterfactual: what are the risks of NOT building, both in terms of a world of asymmetric capabilities and what that means for our societies in terms of security and growth (i.e., the human
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The defining metric of the 21st century: Intelligence per watt
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The defining metric of the 21st century is Intelligence per watt. (IPW)
— Nina Schick (@NinaDSchick) 26 juin 2026
The throughput of Intelligence divided by the power consumed to produce it. pic.twitter.com/wcixNgdA3UThe defining metric of the 21st century is Intelligence per watt. (IPW) The throughput of Intelligence divided by the power consumed to produce it.
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Forty years of wrong energy forecasts due to Industrial Intelligence scale
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For forty years, every major energy forecast has been wrong.
— Nina Schick (@NinaDSchick) 25 juin 2026
We failed to grasp the scale of Industrial Intelligence: what it really takes to build, power, and keep a general intelligence “on” as a permanent utility that permeates the entire economy.
You see this now in the… pic.twitter.com/p2QxNXHgslFor forty years, every major energy forecast has been wrong. We failed to grasp the scale of Industrial Intelligence: what it really takes to build, power, and keep a general intelligence “on” as a permanent utility that permeates the entire economy. You see this now in the
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Countries vertically integrated in the AI supply chain
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This is what Sovereign AI actually comes down to: which countries are vertically integrated on the whole supply chain of Intelligence production? https://t.co/OyjsVwIHFz
— Nina Schick (@NinaDSchick) 24 juin 2026This is what sovereign AI really boils down to: which countries are vertically integrated across the entire supply chain of intelligence production?
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The EU joins Pax Silica to secure AI supply chains
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The EU joins Pax Silica, the alliance led by the United States to secure silicon supply chains: that is, the supply chain of Intelligence. This is how the global AI order is being built in real time. The EU is right to ally itself.
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The United States holds more than 70% of AI computing power
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The US owns over 70% of the world's AI compute: that means that it owns 70% of the world's supply of non-biological Intelligence. pic.twitter.com/kYBRTWKNpq
— Nina Schick (@NinaDSchick) 23 juin 2026The United States possesses more than 70% of the world's AI computing power: this means they own 70% of the global supply of non-biological intelligence.
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Global competition for elite AI talents
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The global competition for elite AI talent is unlike anything we have seen before. Multi-billion dollar compensation offers. Frontier labs battling for a handful of world-class minds. Because, the interesting thing is this: in a world defined by exponential systems, even a single… pic.twitter.com/jU24fGASEO
— Nina Schick (@NinaDSchick) 18 juin 2026Global competition for elite AI talents is unprecedented. Multi-billion dollar compensation offers. State-of-the-art laboratories vying for a handful of world-class minds. Because, the most interesting thing is this: in a world