Meta’s shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. Despite seemingly unlimited resources, Meta has been falling behind foundation labs in model performance.| SemiAnalysis
The largest AI labs are racing to build multi-gigawatt-scale datacenters, and stressing our century-old power grid to an unprecedented extent. Not only is the scale massive, but AI training wo…| SemiAnalysis
In the US solar energy has steadily risen in how much of our electricity it supplies.| www.construction-physics.com