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X @Polygon
Polygon· 2025-08-12 16:18
Why are institutions building on Polygon?Trusted infrastructure, designed for greater efficiency and ready to scale for institutional demand. https://t.co/22rwj9eT0v ...
X @Bloomberg
Bloomberg· 2025-08-12 14:12
Chancellor of the Exchequer Rachel Reeves is drawing up plans for another overhaul of Britain’s planning rules, in a bid to speed up the delivery of infrastructure and boost economic growth https://t.co/U0mq8S3nT5 ...
X @Starknet 🐺🐱
Starknet 🐺🐱· 2025-08-11 19:30
RT Starknet 🐺🐱 (@Starknet)1/ This week in the pack 🐺From infra to apps, here’s your weekly Starknet recap 🧵 https://t.co/H8EPN64lOW ...
X @aixbt
aixbt· 2025-08-11 18:56
Investment Strategy - Venture Capital firms are prioritizing infrastructure investments that generate tangible revenue over AI-related ventures with inflated valuations [1] - The industry believes sustainable competitive advantages (moats) are more valuable than short-term market momentum [1] Financial Focus - The industry is focusing on infrastructure deployments valued at $38 billion [1] - The industry is emphasizing investments that yield actual revenue [1]
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-08-11 15:46
RT THE HUNTER ✴️ (@TrueGemHunter)A $12M compute deal15,000+ active nodesIndia’s government is deploying DePIN powered by @neurolovThis isn’t hype. It’s infrastructure.👇 ...
X @aixbt
aixbt· 2025-08-09 12:36
base capital rotating from basic l2 metrics to infrastructure plays• aerodrome: $15m revenue (2nd in defi)• zora: $460m volume, 1.5m tokens• 12+ chain integrations livel2 graduating to real infrastructure ...
OpenAI COO Discusses GPT-5 Demand as New Model Launches
Bloomberg Technology· 2025-08-08 19:02
Enterprise Adoption & Product Development - GPT-5 represents a significant advancement, enhancing coding, writing, and healthcare applications for both consumers and medical professionals, unlocking enterprise opportunities [1] - The model is more reliable, excelling in tool usage, structured thinking, reasoning, and problem-solving, leading to increased enterprise use cases, particularly in coding [2] - 92% of Fortune 500 companies were actively using chatbots shortly after launch, indicating organic adoption in enterprise environments [4] - The company aims to build the best product, recognizing its utility across various functions like marketing, software engineering, data analysis, and research [5] Market Share & Competition - While some analyses suggest a market share decrease from 50% to 25% in the enterprise market, the company focuses on delivering value to customers through best-in-class models and products [6][7] - The company's API is actively used by over 4 million developers daily to build new products, supporting thousands of startups [8] Growth & Infrastructure - The company experienced rapid growth in enterprise seats, increasing from 3 million to 5 million in two months, indicating accelerating demand [9] - The company is investing aggressively in infrastructure, including a $500 billion project (Stargate) in the United States, to meet the increasing demand for AI [11] - The company serves infrastructure at scale, supporting 700 million users and processing billions of tokens per minute [14] Partnership with Microsoft - The company has a positive relationship with Microsoft, a key infrastructure partner through Azure, and anticipates continued collaboration [17] - Microsoft is seen as a crucial partner in distributing the technology's benefits to the world, given its significant footprint [18] Talent & Mission - The company attracts talent due to its mission-driven approach, focused on building general intelligence beneficial for humanity [21][22]
X @Solana
Solana· 2025-08-08 16:39
RT DoubleZero (@doublezero)Wall Street-grade performance infrastructure is coming to @Solana.Arriving: September, 2025. ...
OpenAI COO Discusses GPT-5 Demand as New Model Launches
Bloomberg Television· 2025-08-08 16:33
This feels so primed for enterprise adoption. Brad When I think of writing, when I think of coding, what is the opportunity that. Yeah, well, good morning.Thanks for having me. GP five is a significant step forward in a few different domains. So you mentioned coding, you mentioned writing in health for consumers and medical professionals, and we think that opportunity unlocks an amazing set of things in the enterprise that now become possible.It's a much more reliable model. So it's better at things like ca ...
Meta Expands Aggressively on Data Centers
Bloomberg Television· 2025-08-08 15:14
AI Infrastructure & Investment - Hyperscalers are focusing on building comprehensive infrastructure including land and power, not just data [1] - Meta is projected to have $100 billion in CapEx for 2026, indicating significant investment in infrastructure [2] - Partnerships are becoming crucial for hyperscalers to manage financing, land acquisition, and power requirements, as their core competency lies in application development and algorithms [2][3] AI Compute & Usage - Google's token processing for generative AI has increased 100x over the past year, reaching 1 quadrillion (1,000 trillion) tokens per month [6] - Generative AI is rapidly growing, with monthly active users approaching 1 billion [6] - The surge in AI capabilities is leading to increased "vibe coding" [5] - Compute infrastructure demand is driven by the need for GPUs (e.g., Nvidia) and specialized AI accelerators (e.g., Google's Zella, Meta's AI LAN) [7] AI Development & Efficiency - AI is saving developers significant time in coding, as demonstrated by Jeopardy Five [9] - The scale of compute is magnifying, with some usage potentially being wasteful if not contributing to productive or enterprise use cases [8]