aiInfrastructure
From the reading lists
- Google Earnings, The Frontier Case, Amazon Earnings
- AI Has Made Memory Chips More Valuable Than Oil
AI demand pushes Samsung, SK Hynix and Micron to $1T+ market caps as long-term supply deals reduce volatility
- Ways to think about token pricing
- Data Center Discontent, Understanding the Opposition, Fixing the Problem
Local moratoriums on AI data centers driven by psychological fear of job loss and AI disruption rather than environmental concerns
- The Inference Shift
- Larry Ellison's betting everything on OpenAI. Will it pay off or pop the bubble?
Larry Ellison's betting everything on OpenAI. Will it pay off or pop the bubble