AISemiAnalysisJust broke
Analysis: SpaceX is on track
Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate
Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits

AI9to5Mac · 1h ago

Anthropic announces a feature that allows different Claude Code sessions
Users running the latest version of Claude Code on macOS and Linux can now have their sessions message each other to share findings, ask questions, and coordinate work.
AIWall Street Journal · 3h ago
Situational Awareness invested $500M, including $400M this week, into
Investment marks the latest known private-company bet by Situational Awareness after quick sale of its stock portfolio.
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