Insights on GPU infrastructure, AI, and data centers.
Test-time compute emerges as the next AI scaling frontier. ThreadWeaver achieves 1.5x speedup. P1 wins physics olympiad gold. DeepSeek-R1 matches o1 at 70% lower cost. Infrastructure implications.
NVIDIA releases Alpamayo-R1, first open reasoning VLA for autonomous driving. Cosmos platform expands with LidarGen, ProtoMotions3. Figure AI, 1X adopting.
Virginia and New Jersey elections swung on data center electricity costs. PJM capacity prices up 500%. Dominion projects $255/month residential increases by 2035.
Trump reverses Biden export restrictions, allowing NVIDIA H200 sales to China with 25% surcharge. Blackwell GPUs remain restricted. Tariff-based controls replace bans.
Anthropic commits $50B to Fluidstack partnership for custom AI data centers in Texas and New York. Complements $11B AWS Project Rainier. 3,200 jobs created.
DOJ shuts down $160M NVIDIA chip smuggling network to China. First AI diversion conviction. H100/H200 GPUs relabeled as 'SANDKYAN.' Operation Gatekeeper ongoing.
NVIDIA's open-source physical AI models create new infrastructure requirements for autonomous systems.
IBM CEO questions hyperscaler CapEx math as Big Four commit $380B+ in 2025 infrastructure spending.
Liquid cooling transitions from bleeding-edge to baseline as GPU power densities make air cooling insufficient.
BloombergNEF projects data center demand tripling to 106 GW by 2035, creating massive infrastructure challenges.
Nuclear SMRs transition from speculative technology to funded infrastructure as hyperscalers seek clean baseload power.
Chinese AI lab achieves frontier performance under export restrictions, reshaping infrastructure economics.
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