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This long-form article explores superintelligence from five angles: what it is (intelligence explosion and the alignment problem), how AI will reshape the job market, how large language models work by predicting the next token and the compute and energy costs behind them, and the optimistic prospects AI brings in fields like protein folding, medical screening, and antibiotic discovery.
AI demand is growing faster than physical infrastructure, creating compute bottlenecks and making scarce compute capacity highly valuable.
Anthropic's compute commitments for the next decade could total up to $517 billion, covering cloud services, chips, and data centers. Since October, they have signed deals for at least 14.8GW of compute power, with Amazon and Google providing significant support.
The article critiques the hype around the Navier-Stokes proof announcement, arguing that frontier AI models aren't as capable as claimed, and highlights the role of massive compute and parallel processing rather than model intelligence.
Figure partners with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform, committing $3.5 billion initially to scale compute for home robot deployment.
This article reports on recent SEC filings that disclose AI-related deals, investments, and disclosures from companies like Microsoft, NVIDIA, and CIBC, indicating the expanding role of AI across various sectors.
OpenAI plans to spend $750B on compute infrastructure by 2030, far outstripping Anthropic's leasing-based strategy, leading to Claude users facing more rate limits and outages while OpenAI ships more. The compute gap is becoming a competitive moat.
Modal announces its integration with Claude Science, providing elastic compute infrastructure for life sciences researchers, with up to $100K in committed resources.
INT21 announced PTX Kernel Factory, a self-improving agent swarm that autonomously generates expert-level PTX GPU kernels, with open-source proof-of-concept implementations and beta access.
xAI lost $6.4 billion in 2025 on $3.2 billion in revenue, and SpaceX's IPO filing reveals plans to scale Grok to trillions of parameters, requiring substantial additional compute spending.
An argument that compute should be viewed as infrastructure with venture-like demand curves and utility contract structures, drawing a parallel to 1990s independent power producers.
Anthropic announces a partnership with SpaceX to access significant compute capacity at the Colossus 1 data center, enabling higher usage limits for Claude Code and the Claude API.
OpenAI reports surpassing its 10GW compute infrastructure milestone via the Stargate project, highlighting rapid expansion to meet accelerating AI demand through ecosystem partnerships and community engagement.
OpenAI presents an EU Economic Blueprint proposing four pillars to drive AI-fueled growth in Europe: establishing foundational resources (chips, data, energy, talent), streamlining regulatory frameworks, maximizing AI adoption across sectors, and ensuring responsible development aligned with European values. The blueprint includes concrete initiatives like a 300% computing capacity increase by 2030, a €1 billion AI Accelerator Fund, and training 100 million Europeans in AI skills.
OpenAI has announced $40 billion in new funding at a $300 billion post-money valuation, in partnership with SoftBank Group, to advance AI research, scale compute infrastructure, and develop tools for its 500 million weekly ChatGPT users on the path toward AGI.
Anthropic and Amazon have expanded their partnership with a $100 billion commitment to secure up to 5 gigawatts of new compute capacity for training and deploying Claude, alongside a $5 billion investment from Amazon.