The Gigawatt Gap: What the AI Buildout Promises, and What It Delivers
Elon Musk says SpaceX will build ten nuclear reactors' worth of AI compute by 2027. In Armenia, a real Nvidia-powered factory cannot get its own GPU and megawatt figures to agree, and the grid is starting to buckle. The distance between announced capacity and energised, paid-for compute is becoming the defining fact of the buildout.
Read full story →Model in the Metal: AMD Bets the Inference War Will Be Won in Silicon
AMD has bought Taalas, a startup whose chips have a single AI model physically etched into the silicon and cannot run anything else. It is a bet that the real money in AI is in inference, where cost beats flexibility, and that the next fight with Nvidia will be won in the metal, not the software.
Read full story →The Arguments Are Still Running. The Rules Are Already Live.
While columnists still argue whether AI needs a light hand or hard rules, California's AI Transparency Act quietly took effect on August 1 and India moved to label deepfakes. Transparency, not prohibition, is emerging as the one thing legislatures can actually agree on.
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