Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-2027 and 2028 capacity, leaving a near-term gap to fill. Semianalysis has calculated the tokenomics of OpenAI and Anthropic at $100 billion per year per gigawatt. Microsoft can also monetize at $100 Billion …
CoreWeave ahas heavy reliance on leasing (rather than owning) data-center facilities. It uses a standard real-estate technique—capitalizing an ongoing rent stream—to put leased capacity on the same footing as owned capacity for honest cost comparisons. Breaking down the numbers $165/kW/month** is a representative (or modeled) base rent rate for CoreWeave’s colocation/powered-shell leases. 1 MW = …
It is a procurement metric, not a sales metric. There are three separate stacks and the industry deliberately blurs them. CoreWeave’s 3.5 GW contracted power and its $99.4B backlog are two different books. How tightly is the second mapped onto the first. They are very tightly, by design, because layer 3 is the collateral for …
Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 years for $100 billion but not available during the next …
Sophia Antipolis, France, 7th August 2026, CyberNewswire
SpaceX Will push to new technology to improve the most important part of TERAFAB. These are the secrets that will enable 50 times more chips by 2030-2035 and the thousands more by 2040-2045. ASML technology will be taken to the next level. They only replace and improve the light source, which is about half of …
Terafab will close the gap between today’s chip production and the future’s demand — a future among the stars. Terafab Texas will be the largest and most valuable building on Earth by far. And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y — Elon Musk (@elonmusk) August 6, 2026 Sequoia's @shaunmmaguire explains why @elonmusk's Terafab is massively …
Recursive Language Models (RLMs) are a general inference paradigm that treats long prompts as part of an external environment and allows the LLM to programmatically examine, decompose, and recursively call itself over snippets of the prompt. RLMs can successfully process inputs more than an order of magnitude beyond model context window limits and, even for …
What a 23% kernel speedup tells us about whether AI can improve itself and how to quantify the gains. In 2025, Google DeepMind’s AlphaEvolve, an AI system that discovers algorithms, found a way to make a FlashAttention kernel run 23% faster. This was a great result but it was not the beginning of a runaway …
When does revenue growth and profits overtake AI capex spending ? I have run numbers on the fastest AI data center builder. The faster you can build, then the faster you can monetize and get to profits.
The high $50 Billion per GW lease rates for xAI/SpaceX Colossus and similar premium, immediately available AI clusters are for scarce of ready-to-use, large-scale coherent GPU capacity. Kevin Pathrath’s is wrong about a conspiracy. He is comparing against different types of data center. The $2.7M/MW ($2.7 billion per gigwatt build figure is shell-only and brownfield. …