⚡️ AI is rewriting America’s power demand The #US is heading for record electricity consumption in both 2026 and 2027 and AI #datacenters are becoming a major driver. Electricity use is projected to rise from 4.195 trillion kWh in 2025 to 4.288 trillion in 2026 and 4.356
ECONOMY
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AI Threats Force Cybersecurity Leaders to Reassess Security Spending
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#AI Forces Cyber Leaders to Rethink Security Spending
by Jennifer Lawinski @BnkInfoSecurity Learn more: https://
bit.ly/3W8EDlK #ArtificialIntelligence #CyberSecurity #Infosec #IT #InformationSecurity -
CEO AI Discussions Shift From Technical Questions to Organizational Change
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Three years ago, when I spoke with CEOs about AI, most of the questions were technical. This year, the conversation has shifted. CEOs are asking organizational questions: How will AI change the economics of the business? What happens to work and leadership? How must the company
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Opinion Predicts Declining Human Work Alongside Expanding AI Labor
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Here we are. They are finally beginning to say that human work is going to decrease. And AI work will explode. We are going to experience the end of human work. [Traduit de FR vers EN]
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Job Opening Data Challenges Predictions That AI Would Eliminate Tech Jobs
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#AI was supposed to kill tech jobs. The #Data on job openings says otherwise.
by @alistairmbarr @BusinessInsider Learn more: https://
bit.ly/4hOiy3n #FutureOfWork #DataCenters #ArtificialIntelligence -
Training and Inference Shares Affect AI Investment Growth Calculations
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No because the share of training vs inference is roughly constant (at ~60% vs ~40%, it fluctuates a bit), so removing inference from the calculation doesn't change the fit, it's only a multiplicative constant
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AI Progress and Capital Spending Follow Different Exponential Growth Patterns
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Most measures of AI progress closely fit an exponential over the 2023-2026 period. Meanwhile AI capex over the same period has been slightly super-exponential (i.e. the rate of growth itself is increasing). So if you model AI as a system that takes as input external investment
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AI Productivity Could Shift Compensation Toward Individual Contributors
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“If we truly believe that AI is changing how we work, then ICs should get paid more than managers, because an IC can drive more impact than a manager could in the pre-AI system.” — @ElenaVerna pic.twitter.com/jN5xKCLZTM
— Lenny Rachitsky (@lennysan) 8 octobre 2026“If we truly believe that AI is changing how we work, then ICs should get paid more than managers, because an IC can drive more impact than a manager could in the pre-AI system.” — @ElenaVerna
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OpenAI and Anthropic Revenue Debate Questions Accounting Comparability
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honestly I'm confused, top line looks like it is $50b OpenAI vs $70b for Anthropic, but I'm still unclear whether people adjust down the Ant number or not. if they don't surely then it should be c.$50b vs $50b but who knows. Ant's margins are probably a lot higher
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OpenAI and Anthropic Revenue Comparisons Depend on Cloud Accounting Methods
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When I saw this, that's exactly what I thought happened – $50b and $70b is how you account for cloud revenue. Anthropic includes gross and OpenAI doesn't. "The discrepancy arose from attempts by OpenAI’s own investors to produce a direct comparison with Anthropic’s annualised