Meta wrote a $100 billion check before seeing Muse Wonder
Mark Zuckerberg and Alex Wang tell a Stripe-hosted podcast how Meta built Muse Wonder, why the model is the product, and how they justified a $100 billion-plus compute bet.
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A three-month delay on a gigawatt AI factory costs $10 billion
Nvidia CEO Jensen Huang, keynoting GTC in Berlin, covers AI factories shipped as pods, security for autonomous agents, and a push into physical AI from robotaxis to humanoids.
Google forgoes Cloud revenue to keep frontier compute non-negotiable
Alphabet CEO Sundar Pichai gets into the Argon launch, how Google rations scarce compute between frontier research and Cloud, and where recursive self-improvement and safety stand.