AI compute

AI Google is renting SpaceX compute because AI capacity now beats control

5 min 1.8K views

AI Cerebras showed public markets will pay up for scarce AI compute

5 min 1.1K views

AI CME is moving AI compute closer to commodity markets

5 min 1.4K views

AI Anthropic turns to Akamai as AI compute demand keeps rising

6 min 1.6K views

AI OpenAI locked in 10 gigawatts of compute and the infrastructure race is now its moat

5 min 2K views