Weekly Dose of Optimism #162 - by Daniel McCormick
Meta Ray-Ban Display, World Labs, Waymo Safety, Colossus 2, Delphi-2M, Ambrook| www.notboring.co
Meta Ray-Ban Display, World Labs, Waymo Safety, Colossus 2, Delphi-2M, Ambrook| www.notboring.co
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating …| 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
Over the last few months, there have been a number of headlines raising concerns about Microsoft’s reduction in datacenter leasing activities including a few datacenter leasing cancellations.…| SemiAnalysis
The buildout of AI infrastructure in the US has reached a macro-level scale, and ensuring continuous growth will require ample availability of capital. We believe that the economic uncertainty indu…| SemiAnalysis
The Reasoning Token Explosion AI model progress has accelerated tremendously, and in the last six months, models have improved more than in the previous six months. This trend will continue b…| SemiAnalysis
