Feb 26, 2026

How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital's Neil Tiwari

Neil Tiwari of Magnetar Capital explains the creative debt structures and financial innovations fueling the multi-trillion dollar AI infrastructure buildout. He debunks the myths around GPU collateral, revealing that the real security lies in contracted cash flows from investment-grade partners, and details how the industry's bottlenecks are shifting from chips to power distribution, steel, and specialized labor.

Feb 10, 2026

Speed and Scale: How Today's AI Datacenters Are Operating Through Hypergrowth

Kris Beevers, CEO of NetBox Labs, explores the hypergrowth in AI infrastructure, detailing how teams are compressing the design, build, and deployment cycle from years to months. The discussion covers the primary bottlenecks like power and logistics, the critical need for intent-driven automation, and the role of a standardized data model in managing the immense complexity from physical cabling to logical configuration.

Feb 07, 2026

The Economics of Robotaxis: Are We There Yet?

A discussion on the evolving economics of autonomous vehicles, driven by end-to-end AI, and the growing local opposition to AI data centers due to concerns over resources like water, electricity, and noise.

Nov 24, 2025

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

Epoch AI researchers discuss the AI landscape, arguing against a bubble due to strong enterprise spending and profitability. They forecast significant economic shifts, including a potential 30% GDP growth with advanced AI and the automation of 10% of current jobs this decade. The summary covers the unlikelihood of a software-only singularity, the reality of data center buildouts (with Anthropic surprisingly in the lead), and why energy 'bottlenecks' are economic trade-offs, not hard limits. Also explored are timelines for AI solving major mathematical problems and why robotics remains primarily a hardware challenge.

Nov 13, 2025

Inside The Startup Launching AI Data Centers Into Space

Starcloud launched the first NVIDIA H100 GPU into orbit, a first step towards building massive AI data centers in space. Their vision is to leverage continuous solar power and zero-water cooling to overcome Earth's energy and resource limitations for large-scale compute.

Oct 31, 2025

Anthropic’s TPU move and NVIDIA’s Starcloud

The Mixture of Experts panel discusses Anthropic's major investment in Google's TPUs for inference, debates the feasibility of insuring superintelligence, critiques OpenAI's approach to handling sensitive user conversations, and explores the futuristic concept of data centers in outer space.