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.

Oct 30, 2025

"Is there an AI bubble?” Gavin Baker and David George

Gavin Baker, CIO of Atreides Management, and David George, General Partner at a16z, provide a macro view of the AI landscape. They discuss the trillion-dollar data center buildout, compare the current AI boom to the 2000 telecom bubble, analyze the competitive dynamics in AI infrastructure between Nvidia and Google, and explore the evolving business models for AI applications and the future of SaaS.

Oct 29, 2025

Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

AI is driving an unprecedented buildout of physical infrastructure. Experts from Google and Cisco discuss the "AI industrial revolution," where power, compute, and networking are the new scarce resources, demanding a complete reinvention of the technology stack from silicon to software.

Oct 03, 2025

Building Data Centers for GPU Clouds

Craig Tavares, COO of Buzz HPC, provides an in-depth look at the complexities of building and scaling GPU cloud infrastructure for AI. He covers the critical role of renewable energy and strategic location, the evolution of data center design to handle extreme power densities, the importance of a strong partnership with NVIDIA, and the rise of sovereign mandates shaping the future of AI cloud services.