SpaceX could add 20 gigawatts of compute capacity in 2027

“Some of them look very impressive, but they're not really using any kind of advanced AI or SI.”

“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”

“Musk claimed in a post on X that Ukraine violated Starlink terms of service by using the technology for “offensive drone strikes to kill people.””

“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”

“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”

“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”