NextBigFuture.com

AI Data Centers are at the center of controversy and there many fights over what can and cannot be built. How can we solve the energy, water and other problems ?

SpaceX, in partnership with Nvidia, have designed a space-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028. The design is significantly simpler, lower cost, denser and lighter than a traditional rack. SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system for launch ... Read more

Thomas Sowell has made many deep insights into humanity and the history of society. Thomas Sowell, born 1930, is an economist trained at Chicago. He was a Marxist until his mid-twenties, and cured of it not by theory but by a summer working inside the U.S. Department of Labor. He watched the agency's institutional interest ... Read more

An AI data center needs enormous amounts of electricity. Building power plants is expensive, but it gets cheaper per unit as you build bigger. A developer could deliberately build more generation than the data center needs, then sell the surplus at lower cost into the surrounding city. If the surplus is cheap enough, residents' bills ... Read more

Key points in rapid AI progress, A secretive ox alpha" model (widely suspected to be the latest Chinese GLM open-source model) shows strong coding gains (~80% on a tough benchmark vs. the 60s for Claude/GPT-style models). Nvidia + a new harness" hit a perfect 100% on ARC-AGI-3. Intelligence-density progress Chinese Qwen-style 27B models already match ... Read more

The Moderna breakthrough to reduce the re-occurrence of cancer is just the beginning. It is evidence that claims from the leaders of AI like Dario of Anthropic and Demis Hassabis that AI could all disease within ten years or that almost all cancer will be eliminated will become true. Those who are wondering what benefits ... Read more

Tesla Cybercab will launch in 12 days. They will start putting the Cybercabs into the robotaxi fleets in Austin and elsewhere. We will see what other announcements will be made on the rollout schedules and plans. pic.twitter.com/yChZnEzwZf - Tesla (@Tesla) August 22, 2026

Elon indicates the will catch of the SpaceX Starship with the tower will be in a few months. First reflight of the ship will be either end of this year or early next. That will be a fork in the road of history for consciousness reaching the stars. Looks like we will probably catch the ... Read more

Shield AI states that three X-BATs (with their Launch and Recovery Vehicles / LRVs) fit in the deck space of one legacy fighter or helicopter. Arleigh Burke-class destroyers have a flight deck + dual hangars designed for up to two MH-60R Seahawk helicopters. They could each hold six X-BATS in the space used for two ... Read more

Adelaide, Australia, 19th August 2026, CyberNewswire

Midjourney, best known for its AI-powered image generation platform, has announced Midjourney Medical to make full-body imaging system to scan a person in just 60 seconds while delivering image quality comparable to MRI. The scanner is based on Butterfly Network ultrasound chips rather than Magnetic Resonance Imaging (MRI), potentially making it significantly faster and less ... Read more

The Moderna Neoantigen selection. A tumor carries thousands of mutations. Only a handful produce peptides that get presented on MHC and recognized by T cells. Moderna's pipeline takes next-generation sequencing data from tumor and blood samples, reviews the genetic mutations, and predicts up to 34 neoantigens most likely to elicit an immune response. That's the ... Read more

Moderna is up 130% today with success of a phase 3 trial on AI Assisted personalized MRNA cancer treatment. Major Progress to Curing Cancer From Moderna Melanoma Vaccine. Phase 2 showed 50-60% reduction in cancer deaths, but pathway to personalized AI cancer treatments. This is freaking huge: For the first time, a AI-assisted personalized mRNA ... Read more

New York, New York, 19th August 2026, CyberNewswire

There are reports that some power users are switching from Claude to SpaceXAI's $300 SuperGrok Heavy tier. They cite slowdowns in models like Fable 5 and Sonnet 5 amid Anthropic's usage boost ending August 19. They praise Grok 4.6 for its balance of intelligence and lower per-task costs on agentic tasks. Grok Bot adds always-on ... Read more

Kaplan/Chinchilla scaling laws provide a broad description of the resources needed to improve AI. The measured relationship is that loss falls as a power law in compute: L L + AC^(-), with somewhere around 0.05-0.07 for language models. Each halving of excess loss costs roughly 10-1000x more compute depending on the exponent. Converting ... Read more

Everything about SpaceX are the AI releases coming out every week. Grok Bot released and it is huge. Easier and more useful than OpenClaw. Productivity will mean super users at companies will use it. You can also get Grok Bot for less than $100 per month. Cursor teams. Grok Bot will become part of Macrohard ... Read more

Tesla will be inviting people to a September Cybercab launch day. Ride in Robotaxi through 8/23 for a shot to attend our Cybercab launch event. More rides = better odds. This will be no steering wheel Cybercab for robotaxi and they will sell Cybercabs as well. Ride in Robotaxi through 8/23 for a shot to ... Read more

Melbourne, Florida, 17th August 2026, CyberNewswire

Grokbot is the easiest no-code agent platform. It is an app that gives non-technical users real agent capabilities right away. It is an entire small company inside one application. Every item in the sidebar is a named, persistent teammate (bot) with an ongoing role. All of the bots share one dedicated cloud computer that belongs ... Read more

Selidan, USA, 14th August 2026, CyberNewswire

Theo is a developer and founder heavily involved with agentic coding tools, T3 Code, Cursor integrations, and AI model testing. He reviews xAI's newly released Grok 4.6. He notes xAI has accelerated dramatically since acquiring Cursor, moving from long dry spells to rapid back-to-back releases. Grok 4.6 It is not a new pre-train but a ... Read more

November 2026 and Feb 2027 projections by extrapolating the recent doubling rates. Doubling times are taking ~4 months for the amount of human work time AI can perform. Another ~1.5-2* (3 months) to ~2-4* (6 months) increase in effective time horizon is a reasonable baseline expectation if trends hold. This points toward reliable multi-day (or ... Read more

SpaceXAI Grok 4.6 is a major release that is by the frontier and competitive with OpenaI GPT 5.6. This is one of the major points on my list of SpaceX Stock Catalysts. Some of the items like Grok 4.7 are adjusted to the new later schedule. SpaceXAI Grok 4.6 is on the terminal bench leaderboard ... Read more

Cognition Labs reports Grok 4.6 (available in Devin) is a significant improvement over 4.5, surpassing GPT-5.6 Sol while trailing only Opus 5 and Fable 5. Grok 4.6 (the 1.5T-parameter model with improved supervised fine-tuning and reinforcement learning) launched and is competitive at the frontier. Grok 4.7 is the larger ~2.1T-parameter model. Initial training is complete. ... Read more

Grok Bot are AI teammates you can give real work to. Bots have their own computer. They sign into the tools you already use and work across apps, inboxes, and more. They finish jobs end to end, and only come back when something needs your approval. You can message them like a colleague and hand ... Read more

SpaceXAI Grok 4.6 is roughly the same performance as Fable 5 Max at an 85% discount. 80% cheaper for input tokens and 88% cheaper for output tokens. It is pareto dominant. Grok 4.7 will be significantly better as is a much larger model with the Cursor and SpaceX data included in pretraining. Grok 4.6 is ... Read more

Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-2027 and 2028 capacity, leaving a near-term gap to fill. Semianalysis has calculated the tokenomics of OpenAI and Anthropic at $100 billion per year per gigawatt. Microsoft can also monetize at $100 Billion ... Read more

CoreWeave ahas heavy reliance on leasing (rather than owning) data-center facilities. It uses a standard real-estate technique-capitalizing an ongoing rent stream-to put leased capacity on the same footing as owned capacity for honest cost comparisons. Breaking down the numbers $165/kW/month** is a representative (or modeled) base rent rate for CoreWeave's colocation/powered-shell leases. 1 MW = ... Read more

It is a procurement metric, not a sales metric. There are three separate stacks and the industry deliberately blurs them. CoreWeave's 3.5 GW contracted power and its $99.4B backlog are two different books. How tightly is the second mapped onto the first. They are very tightly, by design, because layer 3 is the collateral for ... Read more

Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 years for $100 billion but not available during the next ... Read more

Sophia Antipolis, France, 7th August 2026, CyberNewswire

SpaceX Will push to new technology to improve the most important part of TERAFAB. These are the secrets that will enable 50 times more chips by 2030-2035 and the thousands more by 2040-2045. ASML technology will be taken to the next level. They only replace and improve the light source, which is about half of ... Read more

Terafab will close the gap between today's chip production and the future's demand - a future among the stars. Terafab Texas will be the largest and most valuable building on Earth by far. And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y - Elon Musk (@elonmusk) August 6, 2026 Sequoia's @shaunmmaguire explains why @elonmusk's Terafab is massively ... Read more

Recursive Language Models (RLMs) are a general inference paradigm that treats long prompts as part of an external environment and allows the LLM to programmatically examine, decompose, and recursively call itself over snippets of the prompt. RLMs can successfully process inputs more than an order of magnitude beyond model context window limits and, even for ... Read more

What a 23% kernel speedup tells us about whether AI can improve itself and how to quantify the gains. In 2025, Google DeepMind's AlphaEvolve, an AI system that discovers algorithms, found a way to make a FlashAttention kernel run 23% faster. This was a great result but it was not the beginning of a runaway ... Read more

When does revenue growth and profits overtake AI capex spending ? I have run numbers on the fastest AI data center builder. The faster you can build, then the faster you can monetize and get to profits.

The high $50 Billion per GW lease rates for xAI/SpaceX Colossus and similar premium, immediately available AI clusters are for scarce of ready-to-use, large-scale coherent GPU capacity. Kevin Pathrath's is wrong about a conspiracy. He is comparing against different types of data center. The $2.7M/MW ($2.7 billion per gigwatt build figure is shell-only and brownfield. ... Read more

Prime Agent is an open-source self-improving coding and research agent (harness) released by Prime Intellect on August 5, 2026. It is built for coding workflows and long-running autonomous tasks. It combines a Recursive Language Model (RLM) runtime with a Continual Harness, emphasizing token efficiency and expressiveness through programmatic tool calling, treating context as a variable, ... Read more

Demis Hassabis is changing to a new role as Chair of Google DeepMind & Chief Scientist of Alphabet. This will allow him to focus on long-term strategy, and accelerating scientific breakthroughs, including leaning into my work at Isomorphic to help cure disease. koraykv will be stepping up to lead Google DeepMind as SVP, alongside @joshwoodward ... Read more

I Predicted SpaceX Q2 Earning $100B ARR, 2+ GW 2026- NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or more versus a pure long-term $35-50B locked-rate case. Risks remain execution on power reliability/permitting, utilization, and any broader rate compression, but the combination ... Read more

Las Vegas, United States, 5th August 2026, CyberNewswire

SIngapore, Singapore, 5th August 2026, CyberNewswire

SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a video that indicated that SpaceX would add up to $36 billion per year of new ... Read more

SapceX Q2 financials had $7.8 Billion of revenue and positive EBITDA. I had projected that they could have gotten as high as $8.6 billion but it was $7.8 billion. It was $1 billion over most analysts. The shares were positive but have dropped as the financial results are digested. This is likely a reaction to ... Read more

SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and ... Read more

Atlanta, GA, 4th August 2026, CyberNewswire

Las Vegas, United States, 4th August 2026, CyberNewswire

Las Vegas, Nevada, 4th August 2026, CyberNewswire

Here are my SpaceX AI related events / Milestones and Catalysts. I think the key milestones for major revenue impact other than Starship proving full reusability and deploying V3 satellites are the AI achievements. I think the AI monetization is more impactful in 2026 and 2027. If Cursor Composer and Grok 5.X are the top ... Read more