I'm not tracking when a protocol launches – that tells me nothing of adoption. Just like how Claude Code was released early 2025 and didn't pop until December. I'm tracking actual business shifts, like startup pitches, VC investments, group texts discussing adoption trends,
INVESTMENT
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NVIDIA Vera Rubin deployment reaches 1 gigawatt capacity
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We’re thrilled to partner with @thinkymachines to deploy at least 1 gigawatt of NVIDIA Vera Rubin systems for frontier AI model training.
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OpenAI’s Recent History: ChatGPT, Leadership Changes, and Legal Battles
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3 new reports and an editorial @NatureCancer reinforce the benefit of AI for breast cancer screening https://
nature.com/articles/s4301
8-026-01126-1
… https://
nature.com/articles/s4301
8-026-01127-0
… https://
nature.com/articles/s4301
8-026-01128-z
… https://
nature.com/articles/s4301
8-025-01109-8
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Meta partners with NVIDIA for 1GW compute infrastructure and AI systems
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Excited to partner with NVIDIA. bringing up 1GW or more of compute starting with Vera Rubin, co-designing systems and architectures together, and more. NVIDIA has also made a significant investment in @thinkymachines Thinking Machines (@thinkymachines) We are partnering with @nvidia to power our frontier model training and platforms delivering customizable AI. thinkingmachines.ai/news/nvi… — https://nitter.net/thinkymachines/status/2031356627916603876#m
→ View original post on X — @soumithchintala, 2026-03-10 13:51 UTC
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Compute Layer as Strategic Resource for AI Scaling
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I am glad the analogy connected with you. The compute layer is indeed becoming a strategic resource, since scaling these systems requires not only technology but also careful planning around energy and investment horizons.
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We are in the early Uber/Lyft stage of AI coding agents
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We are now in the early Uber/Lyft stage of AI coding agents. Do you remember how you used to be able to commute to work with Uber for less than $10 a ride? Those were fun times.
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India Secures $200B AI Investment Commitment Global Leadership
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The investment signals from the #IndiaAISummit2026 are loud and clear. With over $200 Billion committed across the AI value chain, India is the world’s most exciting AI laboratory. More @ https://
pib.gov.in/PressReleasePa
ge.aspx?PRID=2229622®=3&lang=1
… #Investment #VentureCapital #Reliance #GoogleIndia #AIEconomy -
Energy and Talent: Critical Bottlenecks for Large-Scale AI
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At the moment, the pressure seems to concentrate on two areas: energy and talent, since large-scale compute requires enormous power capacity while the number of people who can design and operate these systems remains relatively small. Over time, the balance may change, but today
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Energy and Investment Frameworks Enabling AI System Scalability
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Good perspective. The conversation is indeed moving toward the physical and financial layers that allow these systems to operate at scale, because energy and long-term investment frameworks determine how far the technology can actually expand.
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Future AI Development and Fundraising Goals
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haha the @runwayml real-time characters is great. i just spent 2 minutes pitching a ghibli version of myself a bladeless blender startup
— Yohei (@yoheinakajima) 10 mars 2026
it's only a 2 min demo, but the questions and tone are pretty solid. one question even threw me off a bit (the cleaning). asking which round… pic.twitter.com/QYoHVHDyTlhaha the @runwayml real-time characters is great. i just spent 2 minutes pitching a ghibli version of myself a bladeless blender startup it's only a 2 min demo, but the questions and tone are pretty solid. one question even threw me off a bit (the cleaning). asking which round