/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Shanu Mathew

@shanumathew93
19 posts
2026-02-23
👀More than a year after the White House announcement, the Stargate JV still hasn't staffed up or developed any OpenAI data centers. The three partners disagreed over roles from the start. OpenAI tried to self-build but lenders balked at backing a company burning billions with
2026-02-23 View on X
The Information

How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority

When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged …

2026-01-10
More detail on the Terrapower and OKLO deals “Meta will get up to 1.2 gigawatts of capacity from reactors that Oklo is planning to build in Ohio, with the first going into service as early as 2030.” “Meta has also agreed to support development of two reactors by TerraPower [image]
2026-01-10 View on X
Wall Street Journal

Meta signs deals with nuclear power providers Vistra, TerraPower, and Oklo to buy power and support new reactor projects, securing up to 6.6GW of power by 2035

Facebook parent will back nuclear projects with Oklo, Bill Gates-backed TerraPower and Vistra

Big Meta-Vistra Nuclear deal. Meta ups ambition to nuclear. Important reminder that these are PPAs on the existing capacity. Uprates are new generation. The electricity still goes to the grid so this is about offsetting future energy usage with clean electrons around the clock [image]
2026-01-10 View on X
Wall Street Journal

Meta signs deals with nuclear power providers Vistra, TerraPower, and Oklo to buy power and support new reactor projects, securing up to 6.6GW of power by 2035

Facebook parent will back nuclear projects with Oklo, Bill Gates-backed TerraPower and Vistra

2026-01-09
Big Meta-Vistra Nuclear deal. Meta ups ambition to nuclear. Important reminder that these are PPAs on the existing capacity. Uprates are new generation. The electricity still goes to the grid so this is about offsetting future energy usage with clean electrons around the clock [image]
2026-01-09 View on X
Wall Street Journal

Meta strikes a 20-year deal to buy 2,600+ MW of nuclear power from three Vistra plants, and announces deals to back new TerraPower and Oklo reactor projects

Facebook parent will back nuclear projects with Oklo, Bill Gates-backed TerraPower and Vistra  —  Meta Platforms on Friday unveiled …

2025-12-19
Who had media & fusion company mergers in their year-end predictions? “The deal intends to combine Trump Media & Technology's ‘access to significant capital’ and TAE's ‘leading fusion technology’ to supply power for the artificial-technology boom” [image]
2025-12-19 View on X
Financial Times

Trump Media agrees to merge with Google-backed fusion energy company TAE in a $6B deal and build the “world's first utility-scale fusion power plant” in 2026

NOTE: Our Forums and CMS and RSS were nixed when our host updated Perl … Liz Hoffman / Semafor : America is becoming the world's dumb money Dominic Preston / The Verge : Trump Medi...

2025-12-18
Who had media & fusion company mergers in their year-end predictions? “The deal intends to combine Trump Media & Technology's ‘access to significant capital’ and TAE's ‘leading fusion technology’ to supply power for the artificial-technology boom” [image]
2025-12-18 View on X
Financial Times

Trump Media agrees to merge with Google-backed fusion energy company TAE in a $6B deal and build the “world's first utility-scale fusion power plant” in 2026

Trump Media & Technology Group's shares rise 37% after deal with TAE Technologies  —  The Trump family media group …

2025-10-23
Little intense, huh? “Inside Silicon Valley's biggest AI labs, top researchers and executives are regularly working 80 to 100 hours a week. Several top researchers compared the circumstances to war. 'We're basically trying to speedrun 20 years of scientific progress in two [image]
2025-10-23 View on X
Wall Street Journal

Top AI researchers and executives in Silicon Valley are working 80 to 100 hours per week, driven by competition, as AI's progress compresses product timelines

With expertise in the field scarce, workers in Silicon Valley are pushing themselves to extremes day after day

2025-10-08
And another one with a unique structure! xAI is raising $20B ($7.5B equity, $12.5B debt) via a special purpose vehicle to buy Nvidia GPUs for its Memphis Colossus 2 data center.  Nvidia is investing up to $2B in equity.  The SPV will rent out chips for 5 years, with debt backed by GPUs rather than the company.  Valor Capital leads equity; Apollo and Diameter participate in debt.
2025-10-08 View on X
Bloomberg

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to rent for Colossus 2, with Nvidia investing as much as $2B

Elon Musk's artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp …

1) great chart from Bloomberg team on how interconnected the AI ecosystem is to OpenAI and NVIDIA 2) why was it marked as sensitive content? Lol [image]
2025-10-08 View on X
Bloomberg

Nvidia and OpenAI's wave of circular deals escalates concerns that they're artificially propping up the $1T+ AI market that is tied to every part of the economy

A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions.

And another one with a unique structure! xAI is raising $20B ($7.5B equity, $12.5B debt) via a special purpose vehicle to buy Nvidia GPUs for its Memphis Colossus 2 data center.  Nvidia is investing up to $2B in equity.  The SPV will rent out chips for 5 years, with debt backed by GPUs rather than the company.  Valor Capital leads equity; Apollo and Diameter participate in debt.
2025-10-08 View on X
Bloomberg

Nvidia and OpenAI's wave of circular deals escalates concerns that they're artificially propping up the $1T+ AI market that is tied to every part of the economy

A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions.

2025-08-22
Per new paper, Google says a median Gemini text prompt uses ~0.24 Wh (9 seconds of TV), 0.26 mL water (~5 drops). ~58% of the energy is used toward the accelerator, 25% is the host CPU/DRAM, 10% is “idle” capacity kept ready for reliability, and 8% is datacenter overhead [image]
2025-08-22 View on X
MIT Technology Review

Google says the median Gemini app text prompt consumes 0.24Wh of energy, about the same as running a microwave for a second, and emits 0.03g of CO2 equivalent

an official report confirms that Gemini consumes per query:  — 0.24 Wh of energy (~9 seconds of TV)  — 0.03 g of CO2 equivalent  — 0.26 ml of water (about 5 drops)  —  blog: cloud....

2025-08-21
Per new paper, Google says a median Gemini text prompt uses ~0.24 Wh (9 seconds of TV), 0.26 mL water (~5 drops). ~58% of the energy is used toward the accelerator, 25% is the host CPU/DRAM, 10% is “idle” capacity kept ready for reliability, and 8% is datacenter overhead [image]
2025-08-21 View on X
The Verge

Google releases a study saying a median Gemini text prompt uses 0.26mm of water and produces ~0.03g of CO2; critics: omitting indirect water use is misleading

Google shared a study of Gemini's environmental impact, but it omits some key data. … Amid a fierce debate about the environmental toll …

2025-08-07
Apollo's Data Center Moves: •Acquired majority stake in Stream Data Centers (first major data center deal) •Targeting billions in digital infrastructure investments •Focus on AI infra financing •$38B invested in next-gen infra since 2022 •Acq. Argo Infra Partners in Jan [image]
2025-08-07 View on X
Bloomberg

Apollo Global agrees to acquire a majority stake in Stream Data Centers, which builds, leases, and operates data center campuses, in its first such acquisition

Laura Benitez / Bloomberg :

2025-07-31
Meta crushed earnings and is talking about potentially moving capex to ~$100BN range next year (+$30BN or +45% y/y after moving from $37BN to $69BN this year) AI theme continues to be run at a higher magnitude than most expected. [image]
2025-07-31 View on X
CNBC

Meta expects 2025 capital expenditures to be between $66B and $72B, raising the low end of the company's previous estimate of $64B to $72B

Jonathan Vanian / CNBC :

2024-12-29
“Some of the biggest data-center clusters are near big cities, so that the facilities can tap into larger grids and the fiber networks that are often located close to consumers for latency issues. That underscores why harmonics are often worse in urban areas. But while the effect [image]
2024-12-29 View on X
Bloomberg

Analysis: 50%+ of the US households showing highly-distorted power readings from February to October were within 20 miles of significant data center activity

AI data centers are multiplying across the US and sucking up huge amounts of power.  New evidence shows they may also be distorting …

“An exclusive Bloomberg analysis shows that more than three-quarters of highly-distorted power readings across the country are within 50 miles of significant data center activity. While many facilities are popping up near major US cities and adding stress to already fragile [image]
2024-12-29 View on X
Bloomberg

Analysis: 50%+ of the US households showing highly-distorted power readings from February to October were within 20 miles of significant data center activity

AI data centers are multiplying across the US and sucking up huge amounts of power.  New evidence shows they may also be distorting …

2024-12-28
“Some of the biggest data-center clusters are near big cities, so that the facilities can tap into larger grids and the fiber networks that are often located close to consumers for latency issues. That underscores why harmonics are often worse in urban areas. But while the effect [image]
2024-12-28 View on X
Bloomberg

Analysis: 50%+ of the US households showing highly-distorted power readings from February to October were within 20 miles of significant data center activity

AI data centers are multiplying across the US and sucking up huge amounts of power.  New evidence shows they may also be distorting …

“An exclusive Bloomberg analysis shows that more than three-quarters of highly-distorted power readings across the country are within 50 miles of significant data center activity. While many facilities are popping up near major US cities and adding stress to already fragile [image]
2024-12-28 View on X
Bloomberg

Analysis: 50%+ of the US households showing highly-distorted power readings from February to October were within 20 miles of significant data center activity

AI data centers are multiplying across the US and sucking up huge amounts of power.  New evidence shows they may also be distorting …

2021-03-11
“reality is that even the most aggressive ideas on the table aren't nearly enough to tackle the problem. We can't reduce emissions by just a few percentage points here and there. We need to wipe them out wholesale” @sacca @lowercarbon what an interview! https://www.forbes.com/...
2021-03-11 View on X
Forbes

Q&A with Chris Sacca on his brief retirement, Trump and Biden, investing in climate startups, how investing has changed, NFTs, and more

In 2015, venture capitalist Chris Sacca was one of Silicon Valley's most influential investors, No. 3 on the Midas List with more than one million Twitter followers … Tweets: @sacc...