OpenAI secures 10GW AI compute, Nvidia CEO discusses Anthropic deal, Trump eyes AI oversight

COVERAGE [14]

1. Don't Worry About the Vase (Zvi Mowshowitz) TIER_1 · Zvi Mowshowitz · 2026-04-16 17:19

   On Dwarkesh Patel's Podcast With Nvidia CEO Jensen Huang

   Some podcasts are self-recommending on the ‘yep, I’m going to be breaking this one down’ level.

2. LessWrong (AI tag) TIER_1 · Yair Halberstadt · 2026-05-11 13:19

   AI companies are already profitable (in the way that matters)

   <p>I've occasionally heard people suggest that at some point AI companies are going to run out of money, the cost of using AI will shoot up, demand will collapse, and the AI bubble will be over.</p> <p>At first glance this risk seems real. OpenAI spent $25 billion in the first ha…

3. LessWrong (AI tag) TIER_1 · mabramov · 2026-05-11 07:09

   How the AI Labs Make Profit (Maybe, Eventually)

   <p><i><span>I wrote this essay as a submission to Dwarkesh Patel’s </span></i><a href="https://www.dwarkesh.com/p/blog-prize"><i><span>blog prize</span></i></a><i><span>, though I have been meaning to write this up for a while.</span></i></p><p><span>Usually, for a company to bec…

4. 36氪 (36Kr) TIER_1 中文(ZH) · 2026-05-06 05:35

   Novo Nordisk raises 2026 earnings forecast

   诺和诺德公布一季度调整后营业利润达到328.58亿丹麦克朗。受GLP-1产品销售预期上调推动，公司上调2026年业绩预期。预计全年调整后销售额将同比下降4%至12%，此前预期为同比下降5%至13%。（界面）

5. 36氪 (36Kr) TIER_1 中文(ZH) · 2026-04-30 02:07

   Bangko Sentral ng Pilipinas: Inflation rate in April 2026 to remain between 5.6% and 6.4%

   菲律宾央行表示，2026年4月的通胀率将保持在5.6%至6.4%之间。将保持警惕，并以即将公布的数据为指引，尤其关注通胀和经济增长前景。（财联社）

6. 36氪 (36Kr) TIER_1 中文(ZH) · 2026-04-30 01:55

   OpenAI Achieves Key AI Computing Power Target Years Ahead of Schedule

   OpenAI提前数年实现在美国获取人工智能（AI）算力的关键里程碑，为这家初创公司雄心勃勃的数据中心扩张计划注入动力。该公司周三在一篇博客文章中称，已签署了10吉瓦AI算力合同。该公司最初力争在2029年实现这一目标。OpenAI表示，已签订合同的10吉瓦算力中，有3吉瓦是在过去90天敲定的。其中包括亚马逊提供的2吉瓦。1吉瓦的电力足以同时为约75万户美国家庭供电。（新浪财经）

7. Lex Fridman Podcast TIER_1 · Lex Fridman · 2026-03-23 16:28

   #494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

   <p>Jensen Huang is the co-founder and CEO of NVIDIA, the world&#8217;s most valuable company and the engine powering the AI computing revolution.<br /> Thank you for listening ❤ Check out our sponsors: <a href="https://lexfridman.com/sponsors/ep494-sc">https://lexfridman.com/spon…

8. Lex Fridman Podcast TIER_1 · Lex Fridman · 2025-02-03 03:37

   #459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

   <p>Dylan Patel is the founder of SemiAnalysis, a research &#38; analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects.<br /> Than…

9. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-07 02:52

   Elon Musk is partnering with Anthropic for AI infrastructure despite previously calling the company "evil" and accusing it of hating Western civilisation. The d

   Elon Musk is partnering with Anthropic for AI infrastructure despite previously calling the company "evil" and accusing it of hating Western civilisation. The deal signals pragmatic cooperation in the race for compute capacity. https:// gizmodo.com/elon-musk-teams-up -with-anthro…

   LINKS gizmodo.com/elon-musk-teams-up-with-anthr…
10. Mastodon — sigmoid.social TIER_1 · [email protected] · 2026-05-05 01:40

    President Trump, who promoted a hands-off approach to artificial intelligence and gave Silicon Valley free rein to roll out the technology, is considering the i

    President Trump, who promoted a hands-off approach to artificial intelligence and gave Silicon Valley free rein to roll out the technology, is considering the introduction of government oversight over new A.I. models. https://www. nytimes.com/2026/05/04/technol ogy/trump-ai-model…

11. Mastodon — fosstodon.org TIER_1 · [email protected] · 2026-05-04 22:02

    "President Trump, who promoted a hands-off approach to artificial intelligence and gave Silicon Valley free rein to roll out the technology, is considering the

    "President Trump, who promoted a hands-off approach to artificial intelligence and gave Silicon Valley free rein to roll out the technology, is considering the introduction of government oversight over new A.I. models, according to U.S. officials and people briefed on the deliber…

12. Mastodon — mastodon.social TIER_1 · [email protected] · 2026-05-06 20:50

    Elon Musk Teams Up With Anthropic, a Company He's Called 'Evil' https://gizmodo.com/elon-musk-teams-up-with-anthropic-a-company-hes-called-evil-2000755254 # AI

    Elon Musk Teams Up With Anthropic, a Company He's Called 'Evil' https://gizmodo.com/elon-musk-teams-up-with-anthropic-a-company-hes-called-evil-2000755254 # AI # Tech # Business

    LINKS gizmodo.com/elon-musk-teams-up-with-anthr…
13. Mastodon — mastodon.social TIER_1 · [email protected] · 2026-05-06 18:38

    📰 Anthropic Gets in Bed With SpaceX as the AI Race Turns Weird In an unexpected turn, the two companies signed a deal for Anthropic to use computing resources f

    📰 Anthropic Gets in Bed With SpaceX as the AI Race Turns Weird In an unexpected turn, the two companies signed a deal for Anthropic to use computing resources from Elon Musk’s xAI. 📰 Source: Feed: All Latest 🔗 Archive: https://web.archive.org/web/https://www.wired.com/story/anthr…

    LINKS web.archive.org/…/anthropic-spacex-comput… web.archive.org
14. Mastodon — mastodon.social TIER_1 · [email protected] · 2026-05-06 18:38

    🎮 Assassin’s Creed didn’t work out in movies, so Ubisoft is bringing the franchise to the stage instead Assassin's Creed hasn't been doing the best these last f

    🎮 Assassin’s Creed didn’t work out in movies, so Ubisoft is bringing the franchise to the stage instead Assassin's Creed hasn't been doing the best these last few years. With games that failed to live up to the golden standards set by their predecessors, the franchise has entered…

    LINKS destructoid.com/assassins-creed-didnt-wor…