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Herbert Ong· 2025-09-26 13:24
AI Development - Elon Musk is building AI supercomputers [1] - NVDA CEO Jensen Huang believes Elon Musk could reach a gigawatt of power consumption before others [1] Company Focus - Tesla (TSLA) is involved in AI supercomputer development [1]
CoreWeave CEO: Building AI infrastructure will require trillions in public-private investment
CNBC Television· 2025-09-22 15:45
AI Infrastructure Investment & Scale - Building planetary-scale AI infrastructure requires both private and public sector resources [2] - The AI infrastructure buildout, encompassing energy exploration, power generation, transmission, data centers, supercomputers, and application layers, is estimated to be a multi-trillion dollar investment [5] - This infrastructure is considered a fundamental component of the future economy for the next 50 years [5] Demand & Monetization - The large deals announced by AI labs and hyperscalers indicate significant demand for compute [4] - The majority of compute being built is to serve inference, which represents the monetization of AI [11] - Hyperscalers are being paid to build this infrastructure to serve current and projected client demand [12] Bubble Concerns & Commercial Activity - The question of whether the large capital investments in AI will produce a significant return is being raised [10] - The flow of money into AI is supported by broad-based demand across the technology space as businesses integrate AI into their workflows [13] - The companies deploying capital in AI are among the largest and most successful, differentiating this from the dot-com bubble [14] Comparison to Dot-com Era - Unlike the dot-com era, which was a bolt-on to existing infrastructure, AI requires a new layer of power generation due to increased power consumption [7] - The disruption caused by AI is considered to be on the same order of magnitude as the advent of the internet [8]
Quantum computers are going to be the most powerful we've ever seen #tech
Bloomberg Television· 2025-08-25 14:27
Quantum Computing Performance - Quantum computers are currently matching the performance of the largest supercomputers for specific, narrow problem sets [1] - The company's quantum computers to be released next year will have 256 qubits [1] - These future systems are projected to outperform not only current supercomputers, but also any supercomputers humanity will ever build [2] - Conventional technology would require approximately 1 billion times the Earth's current electricity generation to achieve equivalent performance [2] - The company anticipates delivering systems with the performance needed for 2030 by demonstrating required capabilities in lab settings [3] Technical Bottlenecks & Market Outlook - The primary challenges are good hard engineering, requiring significant effort and capital [3] - The market is exciting because the company has already demonstrated in lab settings what is needed to deliver systems not just in 2026 or 2027, but the systems needed for the performance of 2030 [3]
Fixing the Supercomputer Data Bottleneck | Alex Bouzari, DDN CEO
DDN· 2025-08-15 23:27
Technological Infrastructure - Supercomputers were being deployed at massive scale in research facilities, government agencies, and academia [1] - These supercomputers possessed enormous processing power [1] - A lack of adequate data infrastructure existed to support these supercomputers [1] Company Objectives - The company aimed to develop technology to power supercomputers [2] - The goal was to enable organizations to advance science across various applications and use cases [2]
Out of Chaos Comes Order: The History of Our Milky Way Galaxy | Andrew Wetzel | TEDxUCDavis
TEDx Talks· 2025-07-21 16:26
Galaxy Formation & Evolution - The Milky Way contains over 100 billion stars [2] - The sun orbits the galactic center approximately every 200 million years [3] - Galaxies, including the Milky Way, formed and evolved over 138 billion years [9] - Computer simulations allow observation of a galaxy's evolution across billions of years [10] Key Ingredients & Processes - Hydrogen gas and stars are the two most important ingredients in a galaxy [12] - Gravity is the most important law of physics governing galaxy evolution [12] - Galaxies convert hydrogen gas into stars [14] - Supernova explosions, occurring about once per century in the Milky Way, shape galaxies [16] Origin & Implications for Life - The Milky Way was forged in chaos, evolving from many tiny galaxies [18] - Frequent supernova events in the early chaotic phase were not conducive to the emergence of life [22] - Supernova explosions create key elements for life, such as carbon, oxygen, and iron [23] - The Earth and the Sun formed 45 billion years ago after the Milky Way settled into its ordered state [21]