Google capex cannot buy stable payrolls, Amin Vahdat warns
As Google infrastructure chief Amin Vahdat reveals the constant failures of giant AI clusters on Sequoia Capital, we must audit this capex boom against local payrolls.
By Ray Dombrowski ·
ai infrastructure — Lorien Times
Cisco’s AI revenue forecast ignores fundamental capital constraints
The latest pronouncements from Cisco Systems read like a prospectus written by an overly optimistic venture capitalist.
By Klaus Berger ·
Goldman Sachs and BlackRock show AI is infrastructure finance
The sheer magnitude of the capital being discussed—$500 billion, and potentially more—is not a technological achievement; it is an economic one.
By Dana Whitfield ·
I asked ChatGPT for the probability of SpaceX stock falling below $90. It said…
The sheer volume of breathless speculation surrounding SpaceX stock is exhausting.
By Elena Rossi ·
AI Voice Data Hits 120 Million Conversations Weekly, Reshaping Labor
The bottleneck for future AI growth isn't compute power, but access to high-quality, specialized industrial data streams.
By Ray Dombrowski ·