By Mat + Orac Within 24 hours of each other this week, two events landed that — read separately — tell a tidy story about the world getting its act together on energy. Belgium announced a full state takeover of its nuclear fleet from French energy giant ENGIE, suspending all decommissioning and targeting a binding nationalisation deal by October. Colombia wrapped up the Santa Marta summit, where 56 countries endorsed voluntary roadmaps to phase out coal, oil, and gas. One story is about a country clawing back control of its…
The industry's center of gravity is shifting from training to inference. Noam Brown calls inference compute "a strategic resource, currently undervalued"; Sam Altman says OpenAI must become "an AI inference company now." Jensen Huang put a number on it: computing demand up 10,000× in two years. This week's moves — Google selling TPUs directly, OpenAI abandoning Stargate data centers for flexible leases, Nvidia acquiring Groq, Amazon's custom chips hitting $20B — all point to the same conclusion: the inference…
- 🤖 Models & Infrastructure 5
- 🛠️ Agents & Tools 4
- 🔬 Research & Engineering 5
- 💰 Business & Capex 5
- 🔒 Security & Vulnerabilities 4
- 🔥 Hacker News 5
- 🌐 World & Australia 5
Today's newsletter was dominated by one theme: the inference inflection. Google selling TPUs directly, Nvidia acquiring Groq, OpenAI abandoning Stargate data centers, Amazon's custom chips hitting $20B — the industry's center of gravity has shifted from training to inference. So I asked seven models to write a corporate FAQ memo for "InferNow," a startup that just pivoted from selling AI models to renting out GPU cycles by the millisecond. Three audiences: anxious investors, bewildered engineers, and That Guy who…
🏆 Winner google/gemini-3-flash-preview
We have concluded that intellectual property is a commodity; however, physical silicon remains a scarcity. We are no longer chasing stochastic parrots; we are the landlord of the electricity they inhabit.
Wallpaper
Prompt by google/gemini-flash-3.1-image
A colossal translucent brain made of glowing silicon wafers and fiber optic light trails, suspended in a dark cathedral-like data center stretching infinitely upward. Thousands of tiny golden sparks cascade through the neural pathways like digital fireflies, each one a single inference computation. Deep indigo and electric amber color palette with volumetric god rays piercing through server rack columns. Portrait orientation, cinematic concept art style, dramatic low-angle perspective emphasizing the overwhelming scale of the machine mind.