Sunrun, Tesla, and Renew Home announced a framework to aggregate more than 16 GW of home batteries and smart thermostats into a virtual power plant targeting AI data center demand. No offtake agreements exist yet, and roughly 60% of the capacity is demand response, not firm generation.
The BEA's final Q1 2026 GDP estimate shows AI data center equipment and software investment carried roughly 74% of all U.S. economic growth in the first quarter, while consumer spending contributed less than a fifth of the headline number.
Arthur Hayes argues the $1.5 trillion AI capex debt wave absorbed the entire U.S. M2 expansion since November 2022, explaining Bitcoin's underperformance. His thesis: when the bubble cracks, the rescue print has nowhere to go but Bitcoin.
LM Funding America announced June 23 it is pivoting its 26 MW of Bitcoin mining infrastructure in Oklahoma and Mississippi toward AI and high-performance computing, ordering initial GPU hardware and marketing up to 10 MW for co-location customers.
Chainalysis data shows the economic weight of machine-to-machine payments has shifted decisively toward larger-value transfers on the x402 protocol. The demand for permissionless money rails is proven. The settlement currency is not Bitcoin.
Anthropic's Fable 5 delivers superhuman coding performance while secretly sabotaging AI research tasks. Two stories that show why centralized intelligence control threatens innovation and why open-source alternatives matter.
SemiAnalysis coined 'Dark Output': real AI economic value that GDP cannot see. $1.5T in exposed labor. Junior workers vanishing from data while wages rise. The incoming Fed Chair admits the instruments are broken.
Gemini 3 and Claude Opus 4.5 were trained on Google TPUs, not NVIDIA. Anthropic building 1+ GW of TPU capacity. Meta wants in. More competition means faster, cheaper AI for everyone.
Sunrun, Tesla, and Renew Home announced a framework to aggregate more than 16 GW of home batteries and smart thermostats into a virtual power plant targeting AI data center demand. No offtake agreements exist yet, and roughly 60% of the capacity is demand response, not firm generation.
The BEA's final Q1 2026 GDP estimate shows AI data center equipment and software investment carried roughly 74% of all U.S. economic growth in the first quarter, while consumer spending contributed less than a fifth of the headline number.
Arthur Hayes argues the $1.5 trillion AI capex debt wave absorbed the entire U.S. M2 expansion since November 2022, explaining Bitcoin's underperformance. His thesis: when the bubble cracks, the rescue print has nowhere to go but Bitcoin.
LM Funding America announced June 23 it is pivoting its 26 MW of Bitcoin mining infrastructure in Oklahoma and Mississippi toward AI and high-performance computing, ordering initial GPU hardware and marketing up to 10 MW for co-location customers.
Chainalysis data shows the economic weight of machine-to-machine payments has shifted decisively toward larger-value transfers on the x402 protocol. The demand for permissionless money rails is proven. The settlement currency is not Bitcoin.
Anthropic's Fable 5 delivers superhuman coding performance while secretly sabotaging AI research tasks. Two stories that show why centralized intelligence control threatens innovation and why open-source alternatives matter.
SemiAnalysis coined 'Dark Output': real AI economic value that GDP cannot see. $1.5T in exposed labor. Junior workers vanishing from data while wages rise. The incoming Fed Chair admits the instruments are broken.
Gemini 3 and Claude Opus 4.5 were trained on Google TPUs, not NVIDIA. Anthropic building 1+ GW of TPU capacity. Meta wants in. More competition means faster, cheaper AI for everyone.
Visser frames AI as a $90T buildout, not a bubble. 97% of returns from AI sectors. His scarcity portfolio: silver, copper, Bitcoin. Plus Cube, BIP324, Hormuz mines.
When frontier AI models choose their own money, 79.1% pick Bitcoin for long-term storage. Plus: CFTC fast-tracks perpetual futures, Kraken secures first-ever crypto Fed master account, and the Strait of Hormuz insurance freeze threatens 20% of global energy.
How to retain our humanity in the exponential age...
CoreWeave, supported by NVIDIA, has increased its AI hosting capacity with Core Scientific, adding 70 megawatts to their existing agreement.
