From Tomasz Tunguz: US AI capacity grows from 38gw today to an 81gw ceiling in 2027. Because 40% of compute serves inference & new Blackwell & Rubin racks lift blended monetization from $9.4b to $15.1b per inference gigawatt, theoretical US inference revenue rises 3.4x from $0.14t to $0.49t.
A revenue beat and raised full-year guidance, days after CNBC reported CoreWeave's bond yield topped 16% on AI credit stress.
Notion's own incident notice on a breach at AI vendor Fireworks that affected Notion and its customers.
AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information over the past month — Two customers told Forbes they had already substantially moved their business off Fireworks' systems, with one describing a series …
US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.
The FT reports Anthropic agreed to pay $3.4 billion for 1.7GW of gas-fired generators from OnePWR, bypassing traditional suppliers to secure scarce equipment for its data centres.
Inside Inner Mongolia, China's fastest-growing AI data center region, where construction is accelerating with low building cost and no public backlash — A wind-powered 800MW campus, 120MW built within a year, a 5MW SST-native 800V DC pilot and a cooling design without central chillers
