AIWall Street JournalJust broke
The EU formally launches bidding process to develop AI Gigafactories
The EU formally launches a bidding process to develop AI Gigafactories, expecting to unlock ~€30B of investment, closing on November 12 with awards in July 2027
The commission expects the call to unlock around $34.40 billion in investment — The European Union formally launched …
AIBloomberg · 1h ago
China's AI hubs, including CXMT's home Hefei, are driving the country's
In Hefei, the heart of China's memory-chip industry, factories can barely keep up with the world's appetite for AI hardware.
AIDwarkesh Podcast · 13m ago
How compute could become over 10x costlier
If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.
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