But can any US firm capture the value of open frontier LLM investment? We have a decent number of weak open models that trained for millions, but nothing close to the frontier, which would cost much more.
ECONOMY
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AI Compute Growth Depends on Building Data Centers and Power Capacity
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THE AI RACE ISN’T ABOUT CHIPS I thought it was a capital and GPU game. Wrong. The US added 18GW of datacenter capacity in 2025. It needs ~100GW in 2028 alone. The race is about who can physically build.
Fluidstack: $830M at a $7.5B valuation, leading Anthropic’s $50B compute -
AI Supply Chains Are Becoming a Matter of National Prosperity
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Recently in the U.K. I gave a speech on how we are manufacturing non-biological Intelligence. I said this is a geopolitical event: the most important of the 21st century; and that owning the supply chain of Intelligence will be foundational to every nation's future prosperity
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Kimi and GLM Raise Questions About US LLM Providers’ Profitability
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This won’t age well, at all. Kimi is going to have massive *immediate* impact on the already shaking profitability of American LLM providers. And (along with GLM 5.2] it’s decisive evidence that the DeepSeek moment was not a fluke.
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AI Roundup Covers ChatGPT Sites and AI Budget Planning
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Top stories in AI today: – Anthropic ends Fable 5’s access questions
– The Rundown Roundtable: Our AI use cases
– Deploy a mini-SaaS in minutes with ChatGPT Sites
– OpenAI CFO’s new math for AI budgets
– 4 new AI tools, community workflows, and more -
Meta and Anthropic Discuss a Reported $10 Billion Compute Deal
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Meta and Anthropic discuss $10 billion AI compute deal https://
cloudcomputing-news.net/news/meta-anth
ropic-ai-compute-deal/?utm_source=dlvr.it&utm_medium=twitter
… #Cloud #Automation #Data #MLOps #Innovation #AgenticAI #ExecutiveLeadership #DataArchitecture -
Apple’s Reported Valuation Overtakes NVIDIA as AI Distribution Gains Attention
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Apple quietly passed Nvidia as the world's most valuable company (~$5T). For 2 years, Nvidia was the AI boom's biggest winner. Now the market is rewarding distribution + ecosystem over raw compute supply. AI is becoming a consumer story.
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Efficient and Useful AI Models Can Win Across Markets
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Every signal shows that there is more demand than supply for Intelligence (and it is still so early). Those who can provide it efficiently, and in a manner where it actually works (real utility, no lectures !) win. People will use Chinese models if they are better, cheaper
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A Critic Questions Government Support for Frontier AI Labs
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Short of government intervention, Anthropic and OpenAI are probably fucked. Personally, I hope the government will let capitalism run its course; if they can’t systematically turn a profit, why should the taxpayers come to their rescue? Neither company has had any respect for
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Demand for Kimi K3 Highlights AI Compute Constraints
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Better cheaper Intelligence means compute infrastructure, not less. See @Kimi_Moonshot already announcing Intelligence ‘rationing’ as they are severely compute constrained. The best Intelligence might not be American, but over 75% of the world’s AI compute fabric is still in