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the only thing that matters if you’re an ai lab, investor, researcher or builder right now is compute
- your ai model *will suck* if you don’t own enough gpus
- your investments will crash unless they produce more valuable tokens than they consume
- your research will never see the light of day unless you have the token budget to breathe life into it
- your startup gets killed by the solo founder who’s agents are building over night
anthropic, openai, microsoft, meta, google and amazon have signed GPU deals cumulatively worth $50B in the last 7 days
corweave +30% this week
nebius +30%
bloom energy +50%
intel +16%
the total mag7 capex spend is $230B this year
to everyone that said we were in a massive compute bubble: you were plain wrong.
roaring 20’s is upon us