AI infrastructure may require about $7T in investment by 2030, with energy as the main constraint. Everything-to-grid, SMRs and behind-the-meter options are gaining attention. Should AI planning start with the power pathway?
ECONOMY
-
AI Automation Could Increase the Value of Tasks It Cannot Perform
By
–
AI doesn't automate every task, and the tasks it doesn't become much more valuable.
-
Commentary Examines How Inference Revenue Relates to AI Research Costs
By
–
At the moment, the large AI companies are extremely benevolent. Their inference business is not sustaining the training and serve as demonstrations and PR, and their scientific efforts are basically meant to be a gift to humanity, because there is no business case behind them.
-
Gates Predicts AI Will Reduce Labor Demand During a Long Transition
By
–
Bill Gates: #AI will eventually make most human labor unnecessary, none of the things human labor provides to the #economy will be necessary for most goods and services.
— Amitav Bhattacharjee (@bamitav) 27 octobre 2026
“My big concern is this 20 year transition period where you’ll have winners and losers and a lot of… pic.twitter.com/1qSqCdBPQWBill Gates: #AI will eventually make most human labor unnecessary, none of the things human labor provides to the #economy will be necessary for most goods and services. “My big concern is this 20 year transition period where you’ll have winners and losers and a lot of
-
Commentary Examines AI Errors, Deskilling and Financial Stability Risks
By
–
In case you've forgotten about the real AI risks, "rogue technology is not going to kill us. But it generates errors, deskills young people and, above all, threatens global financial stability, writes the former Google and Facebook investor"
-
Estimate Separates Anthropic’s Internal Compute Spending From Customer Inference
By
–
We can estimate the amount of compute Anthropic used for R&D/Training/Internal use vs serving customers – by looking at their compute spend (c.$9b in H1 2026) cost of revenue ($2.4b) which leaves us with the rest ($6.6b) – so around 70% of compute is internal spend. I wouldn't
-
Musk Predicts AI Will Reshape Paid Work Within Three Years
By
–
🚨 ELON MUSK WARNS:
— As Found (@AsFoundX) 26 octobre 2026
“At most, there are about 3 years left where you can still make money selling your work.
After that, AI will do the majority of the tasks, and paying someone for their time stops making sense.
The deal of the last 200 years — your time in exchange for a…🚨 ELON MUSK WARNS: “At most, there are about 3 years left where you can still make money selling your work. After that, AI will do the majority of the tasks, and paying someone for their time stops making sense. The deal of the last 200 years — your time in exchange for a
-
Goldman Sachs Reports Links Between AI Adoption and Employment Growth
By
–
➡️ @GoldmanSachs “is starting to see clearer signs that AI’s impact is spreading beyond the tech sector”; “the share of US companies that have adopted it in their routine activities now shows a statistically significant negative correlation with employment growth” [Traduit de FR vers EN]
-
Anthropic Filing Shows Lower Compute Costs Relative to Revenue
By
–
My initial S-1 thoughts: As I expected, Anthropic is still firmly unprofitable. But, to their credit, they've significantly reduced compute costs as a % of revenue, leading to much narrower losses. On first look, there is a plausible and imminent path to profitability. This is
-
Anthropic Revenue Analysis Contrasts Trends Before and After Q3
By
–
CAUTION: Two view of Anthropic, one without Q3 (from @altcap
), the other extended into Q3 based on public data by @billylo
. The one without Q3 (from @altcap
) shows a rising trend; the one with Q3 shows a deceleration relative to that rise. Q2 was the peak of tokenmaxxing; Q3 is