"A Lot Of BS, Honestly": Apollo Head Says Everyone Is Measuring AI Wrong

Half Of US Data Centers Scheduled To Start In 2026, Will Be Canceled Or Delayed Just over two years ago, we first penned our views on "The Next AI Trade", which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its profound civilizational implications)....

The US military is preparing for the possibility that the US-Israeli war against Iran lasts until September of this year, according to a report from POLITICO, far beyond President Trump’s initial four-week timeline. The report said that US Central Command is asking the Pentagon to send more intelligence officers to its headquarters in Tampa, Florida, […]

"Profound Game-Changer": Musk Launching New Turbine Blade Factory To Solve Shortage Threatening AI Boom SpaceX is making an aggressive push into the power generation market, with The Information reporting that Elon Musk is preparing to address one of the most critical bottlenecks threatening America's data-center buildout: the shortage of advanced gas turbine components, particularly the blades and vanes needed to power massive data center campuses. SpaceX is laying the groundwork for a new factory in Bastrop, Texas, that would manufacture high-temperature blades and vanes for industrial gas turbines. The move could allow Musk to...