An investor warns that Big Tech's AI infrastructure spending is set to quadruple in just two years, hitting an estimated $1.5 trillion in 2027. This "really, really unusual moment" of capital expenditure is happening at a much more rapid pace than historical build-outs.
The tape Big Technology Podcast · Aug 12
“So we're looking this year, it's looking like big tech alone will put something like 700 billion in towards CapEx this year. I think last year was something like 350 to 400 billion and next year is projected to be 1.5 trillion.”
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Risky Business · Risky Business #846 -- OpenAI built a fireplace out of woodJul 29
The AI industry is divided over the risks of open-weight models. Nvidia's CEO is leading a charge to defend them, while Anthropic's CEO warns they are "very dangerous" without safeguards and is proposing a new safety framework that would crack down on model training techniques.
Pivot · Zuck's Meta Manifesto, Data Center Wars, and AI Slop PushbackAug 11
Kevin Roose and Casey Newton are leaving their popular New York Times tech podcast to launch an independent media company. The duo says the media "has not done a great job" covering what they call the "absolutely crazy" story of AI.