ECONOMY

→ View original post on X — @linusekenstam

Commentary Clarifies Costs and Revenue Assumptions for Large Compute Clusters

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@linusekenstam

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21 October 2026 13h05

Need to clarify, this container does not produce 1GW of compute. Rather I'm stating why this build out is happening. It costs about $50bn to create a 1GW super computer. That super computer will yeild about $40bn in revenue in 12 months. And have a lifespan of ~10+ years.

→ View original post on X — @ingliguori

AI Growth Makes Data Center Power an Energy Strategy Issue

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@ingliguori

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21 October 2026 10h01

AI growth is becoming an energy strategy. Data-center power use is on track to double by 2030, while interconnection queues exceed 2,500 GW. SMR offtakes, stable-power contracts and fusion tools are moving into the AI roadmap.

→ View original post on X — @swyx

Discussion Links AI Token Throughput to Supply Constraints and Revenue

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@swyx

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21 October 2026 9h34

@willcb i think its about throughput per mw being much better distributed first of all but also jevons. we are clearly living in a supply-constrained world, not demand constrained. more tokens = more revenue, not more tokens = less price = same revenue

→ View original post on X — @theahmadosman

Commentary Predicts an End to Subsidized AI Token Pricing

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@theahmadosman

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21 October 2026 8h00

We’re in the last innings of the DoorDash-like subsidized token industry, enjoy it before it comes to an end – API prices will be the norm sooner or later

→ View original post on X — @_jasonwei

Discussion Considers AI’s Potential to Lower Radiology Equipment Costs

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@_jasonwei

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21 October 2026 6h17

youre right, the interpretation is only a fraction of total cost. but maybe latency goes down and you get higher accuracy and some predictive power too, which helps. and agree with your point that ai can help us make cheaper radiology equipment

Power and Prediction Explores the Economics of Artificial Intelligence

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21 October 2026 0h29

Power and Prediction — The Disruptive Economics of Artificial Intelligence: https://
link.amazon/B0eiNi736

Guide Builds Financial AI Agents With Reasoning and Python

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21 October 2026 0h19

Awesome NEW RELEASE from @PacktPublishing "Building AI Agents for Finance: Build and deploy robust financial agentic systems with advanced reasoning, architectures, and Python" Available here: https://
amzn.to/4xfvOUf [756 pages] This book helps readers go beyond simple LLM

Accounting Guide Combines AI, Excel, Power BI, Claude and Copilot

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21 October 2026 0h18

AI-Powered Accounting with Excel and Power BI — Transform finance workflows with real-world cases using AI, Excel, Power BI, Claude, and Copilot https://
link.amazon/B0h4FSfR5 from @PacktPublishing

Finance Guide Covers LLM Architectures, Agents, RAG and Evaluation

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21 October 2026 0h18

Large Language Models in Finance — Hands-on guide to LLM architectures, agents, RAG, governance and evaluation in finance: https://
link.amazon/B0dM4HogS v/ @PacktPublishing 𝓦𝓱𝓪𝓽 𝓨𝓸𝓾 𝓦𝓲𝓵𝓵 𝓛𝓮𝓪𝓻𝓷:
🟢Understand LLM foundations for financial applications
🟢Build financial