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Jensen Huang says Nvidia is spending $100B-$150B annually on its Taiwan
Jensen Huang says Nvidia is spending $100B-$150B annually on its Taiwan supply chain, up from $10B-$15B four years ago, and will boost its Taiwan staff to 4,000
TAIPEI — Nvidia is now spending up to $150 billion a year on its supply chain partners in Taiwan and plans to increase its headcount in the …

AIVentureBeat · 1h ago
Datacurve releases DeepSWE coding benchmark, a 113-task test across 91
For months, the leading AI coding benchmarks have told enterprise buyers a comforting but misleading story: the top models are all roughly the same.
TechStratechery · 1h ago2 sources

The SpaceX IPO and Data Centers in Space
There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.
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