AI Industry
⚡ AI Hype vs. Physical Reality: Could OpenAI Face an Enron Moment? Xinzhiyuan Report Lead: While AI trumpets its promise to “change the world,” the power grid, transformers, and cash flow are already showing strain. Can the fever dream outrun the laws of physics? Time to ask: Is OpenAI’s trajectory
Microsoft
2025-11-05 00:01 · Jilin Even Ultraman Is Worried --- Source Large Model Intelligence｜Sharing Source: Quantum Bit --- A Surplus of GPUs… Gathering Dust Imagine this — Microsoft owns mountains of GPUs, yet many are sitting unused in storage. In the latest BG2 podcast episode, Microsoft CEO Satya Nadella openly admitted
AI economy
The Ice and Fire of the U.S. AI Economy — Silicon Valley 101 (Click to listen to this episode’s audio 👆) Interview: Hong Jun Text & Images: Zhu Jie --- Introduction: An Economy Split Between Tech and Everything Else The U.S. economy is experiencing an extreme divergence — a tale
AI investment
Understanding the New AI Frenzy: Following the Money To grasp the current wave of AI hype, we first need to see where the capital is flowing. > Note: > This analysis might feel "brain-burning". But stick with it — we’ll explore the interplay of finance, psychology, and industrial
AI water usage
The AI Water Usage Debate: Perspective and Context The AI water issue is fake — Analysis by Andy Masley (See also previous discussion) --- Key Data Points from Andy Masley’s Analysis * Total U.S. Data Center Water Consumption (2023) * 200–250 million gallons/day * Most of this supports general internet
Japan AI
# Japan’s AI Ambitions Face a Data Center Energy Dilemma At the shores of **Tokyo Bay**, a newly completed ultra-large data center gleams with dense indicator lights, while the deep rumble of cooling units resonates through the night. Jointly built by a **Japanese telecommunications giant** and a **U.S. cloud
AI sustainability
Meta’s Path to Net‑Zero: AI‑Driven Scope 3 Emissions Measurement Our Commitment * Goal: Achieve net‑zero emissions by 2030 across our value chain. * Establish a unified taxonomy for measuring carbon emissions — applicable industry‑wide. * Collaborate with OCP PCR workstream to open‑source our methodology. * First presented at the
AI Infrastructure
AI Is Reshaping Every Facet of Life Artificial Intelligence is transforming health, software engineering, education, productivity, creativity, and entertainment at an unprecedented pace. Recent Google breakthroughs include: * Magic Cue on Pixel 10 — delivering more personal, proactive, and context‑aware assistance. * Viral Nano Banana Gemini 2.5 Flash image generation. * Code