A reasonable take on what a crash in the AI market would actually mean for the wider economy, as CapEx for data centers continues to grow. (To be clear, there are no particular warning signs that this is a danger right now, but downside cases are always important to consider).
AI HARDWARE
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AGI Race Goes Global: AI Spending Dominates US GDP Growth
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The race for AGI is borderless. AI spending has surpassed consumer spending for contributing to US GDP growth in H1 2025 Datacenter capex is exploding
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AR Glasses Still Lack Clear Breakthrough Evidence and Market Dominance
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I am still waiting for the breakthrough of AR glasses, which will provide me with clear evidence of the immediate added value of such a device. It's currently a gimmick and no company has come out on top.
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Quantum Computers Require Excessive Redundancy Versus Classical Systems
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Quantum computers need so many redundant qubits to be reliable you might as well use a classical computer.
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OpenAI’s AI Hardware Strategy vs Apple’s iPhone Focus
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Apple goes all in iPhone + AI where as OpenAI goes beyond smartphones and developed a completely new AI hardware. My bet is on OpenAI.
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Stargate Norway: 100K NVIDIA GPUs Sovereign European AI Infrastructure
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Stargate Norway is the first of its kind: 100,000 NVIDIA GPUs and 100% renewable energy powering sovereign AI infrastructure for Europe. Built with @OpenAI
, @nscale
, and Aker ASA — and proudly supported by us. -
Week of AI breakthroughs: superintelligence, batteries, CRISPR, IPO
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Zuck's Personal Superintelligence.
First iron-air battery connected to grid.
Profluent Bio releases OpenCRISPR-1 model.
Figma crushes IPO, currently trading at 4 Linas.
Abundance x Jason Carman drop Zipline video. + Means & Meaning What a week for the optimists. -
Building Complete Robot Brain: AI’s Manhattan Project Vision
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The Manhattan Project of AI will be building a complete robot brain. The testbed will be a complete robot city.
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Qwen3-235B Thinking Model Live on Anycoder with Cerebras
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Qwen3-235B Thinking @Alibaba_Qwen is live on anycoder using @CerebrasSystems
— AK (@_akhaliq) 31 juillet 2025
1700 TPS • 131K Context • 1.7s time-to-full-answer pic.twitter.com/J8VnyTOLtyQwen3-235B Thinking @Alibaba_Qwen is live on anycoder using @cerebras 1700 TPS • 131K Context • 1.7s time-to-full-answer
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Qwen 4bit and 6bit Model Memory Requirements Guide
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The 4bit model should work comfortably on 32GB, the 6bit might just fit on that too If you have 16GB or less you're out of luck for this particular Qwen model