Selling GPUs to avoid bankruptcy, empowering researchers with short term clusters, and why CoreWeave is maybe a real estate business
GPU Pricing — Live Platform Rates | Vast.ai
Live GPU pricing on Vast.ai. Prices set by supply and demand across 40+ data centers. On-demand, interruptible, or reserved — find the right GPU at the right price.
The Other Bubble
Buried in the 8000 words I wrote last week was a worrying story — that Microsoft considered drastic measures to free up capacity in its US-based servers for GPUs to power the AI boom. In an email shared with me by a source from earlier this year, Microsoft's senior leadership team
graze-social/cocore
co/core is a place where people share the compute they already own to run AI for each other, instead of renting from a handful of giant providers
NVIDIA CEO Jensen Huang GTC 2026 Full Keynote
Rohan Paul on Twitter / X
Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.Nvidia sells GPUs to clouds with a big 70%+ margin that sits on top of manufacturing and R&D cost and raises cloud prices.Google builds TPUs for itself at near manufacturing cost, adds no… https://t.co/aSgWRf0HY7 pic.twitter.com/T3Fzc6czwg— Rohan Paul (@rohanpaul_ai) November 25, 2025
GREG ISENBERG on Twitter / X
I think the most interesting thing about Jack Dorsey's "Slack killer" is the idea around shared compute.I haven't seen people talk about it so here are my thoughts FWIW:Open models got good, close enough to the paid frontier stuff to run for real. But the strongest ones need… https://t.co/b5PBgYjAGL— GREG ISENBERG (@gregisenberg) July 25, 2026
VectorWare
We are building the first GPU-native software company, making GPU software feel ordinary.
Nvidia invests $5 billion into Intel to jointly develop PC and data center chips
Intel will help build x86 chips with Nvidia RTX GPU chiplets
Chris Lattner on Twitter / X
Please don’t tell anyone: we aren’t just open sourcing all the models. We are doing the unspeakable: open sourcing all the gpu kernels too. Making them run on multivendor consumer hardware, and opening the door to folks who can beat our work.Plz keep it quiet, ok? 😉— Chris Lattner (@clattner_llvm) March 24, 2026
Dave Troy on Twitter / X
Fears over datacenters are distorted along a few important axes:1) anxiety over AI, future employment, and control; they symbolize what people fear they are losing,2) compute centralization, which is actually probably not going to actually occur, because of financial…— Dave Troy (@davetroy) August 21, 2026
Liberatory Computing
We live under a capitalist mode of computing. The tools, languages, techniques, and assumptions of digital systems are structured by economic forces that shape not just what we can do, but what we can imagine doing. By separating production from use, producing inflexible software, and slicing up computing into siloed apps, your agency is held back by a tech industry that profits from a population rendered computationally passive.
Liberatory Computing
We live under a capitalist mode of computing. The tools, languages, techniques, and assumptions of digital systems are structured by economic forces that shape not just what we can do, but what we can imagine doing. By separating production from use, producing inflexible software, and slicing up computing into siloed apps, your agency is held back by a tech industry that profits from a population rendered computationally passive.
Spiral on Twitter / X
4/ Spiral is our database built on Vortex: • Direct S3 → GPU data loading (skip the CPU bottleneck) • One API for 10KB embeddings AND 4GB videos • Time-bounded, audited permissions (no more credentials passed to AI agents) • Actually saturates your GPUs— Spiral (@SpiralDB) September 11, 2025
How Elon Musk's AI Empire In Memphis Became A Cautionary Tale