Pankaj Kedia

Honored, heartened and humbled to be on this #AI150 list. constellationr.com/artificial-int…

RT @davemorin: The OpenClaw story on the @TEDTalks stage. @steipete knocked it out of the park. Standing ovation. ted.com/talks/peter_st……

$NVDA IS STILL A GENERATIONAL BUY AT $200 Revenue growth is re-accelerating to 80% Meanwhile the forward P/E is at a 9-year low of 21x AI-demand is so huge that the price to rent 6-year-old NVIDIA A100 GPU's is going UP But some people will still call AI a bubble...

RT @BloombergLive: At #BloombergTech, you’ll have access to some of the most influential voices in Bloomberg’s technology newsroom. Be in t…

THE ENTIRE S&P 500 VISUALIZED IN ONE CHART Total market cap: ~$57.62 trillion By sector: • Information Technology: 31.3% (74 companies) • Financials: 12.9% (76 companies) • Communication Services: 11% (23 companies) • Consumer Discretionary: 10.5% (50 companies) • Health

I believe AI will deliver enormous gains to the global consumer: better products, better services, better healthcare, and tools that make ordinary people more capable, even superhuman. The upside is so large, and the geopolitical stakes so real, that we should move decisively

While I agree with this, I was at my first 2 jobs for 9 months each and it became exceedingly obvious very quickly that they weren’t going to let me grow how I wanted to and frankly, I didn’t respect anyone on the teams I don’t think that’s a hard thing to figure out and I think

Microsoft $MSFT CEO Satya Nadella just posted this: “Our Fairwater datacenter in Wisconsin is going live, ahead of schedule.”

RT @IvanLandabaso: The $1T blindspot:

Banger paper from NVIDIA. Agentic reasoning needs models that are not just capable, but efficient at long-context inference. The agent model layer is moving toward open, long-context, high-throughput architectures. This paper introduces Nemotron 3 Super, an open 120B parameter

@MollySOShea @alexdolbun @ExowattEnergy Another good one. Just in time for @ItsElanaGold. -#MollyFan (Molly, let’s make this handle trend 🎯)

NEW: The AI Data Center "Boom" is Kinda Fake.. But the power bottleneck is still very real. Inside the energy company using rocks & sunlight to fix AI’s power problem right now.. not in 10 years: @ExowattEnergy Most "announced" data centers will never get built (ahem, Stargate). The ones that do? Running on gas generators. And the U.S. grid has no answer for what’s coming. Hannan Happi, CEO & Co-Founder of @ExowattEnergy, joins Sourcery for a rare facility tour of their 40,000 sqft Miami HQ — walking us through the tech, the team, & why the AI power crisis is far worse than the headlines suggest. Exowatt has raised $140M from a16z, Atomic, Felicis, Sam Altman, Leonardo DiCaprio, Starwood Capital, Thrive Capital, & more, all betting on a deceptively simple idea: concentrate sunlight with Fresnel lenses, store the heat in rocks at 1,000°C, and dispatch electricity on demand. 24 hours a day, no grid required. Their P3 system is built from sand, dirt, and steel. Like a large magnified glass and a rock. No lithium. No cobalt. No China. Target cost: 1 cent per kilowatt hour. In this episode: → Why most announced data centers are phantom projects → The real bottleneck that replaced GPUs: skilled labor → How a 200-year-old engine is at the heart of their stack → What hyperscalers actually say about sustainability (it's not pretty) → Lessons from Tesla on iteration, modularity & vertical integration → Why Miami — and why now With a 90+ GWh demand backlog and commercial deployments live in 2025, this might be one of the most important energy companies emerging in the AI era. Founded in 2023 by Hannan Happi & Atomic CEO @jackabraham, Exowatt's mission is to make sustainable renewable energy always available and almost free. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) What is Exowatt? The solar backbone for AI data centers (01:30) Why the US grid simply cannot handle what's coming (02:00) Tour begins: Welcome to Lighthouse Miami — 40,000 sq ft facility (02:45) The P3 explained: three elements, one shipping container (04:00) The founding story: Atomic venture studio and the modular hypothesis (05:30) Why solar thermal hasn't followed solar PV's 99.6% cost decline — until now (07:00) North star: 1 cent per kilowatt hour and where they are today (11:00) Inside the world's largest solar simulator — the sun, indoors (13:00) The Fresnel lens up close: a giant magnifying glass for the sun (15:00) "It's rock science" — the 5-year-old explanation of how it works (17:30) Domestic raw materials (sand, dirt, steel) as the real competitive moat (24:30) The phantom data center problem: most announcements won't get built (26:00) From 100 MW to 10 GW: how data center scale exploded in 3 years (30:00) Funding breakdown: $140M, a16z, Felicis, Sam Altman, Leonardo DiCaprio (37:00) Lessons from Tesla: remove parts, iterate fast, build better

RT @The_AI_Investor: Oh sh$t, cant wait for it! Just on time where NVDA looks to run!

Stay tuned for the recording. In the meantime, see the full program and speakers: conferences.ted.com/ted2026

Cancer is cured by AI. GitLab founder Sid Sijbrandij was diagnosed with stage 4 spinal cancer. Every trial rejected him. His doctors had nothing left to offer. So he stopped being a patient. He built an AI research team. Fed them 25TB of his own medical data genomics, scans,

If you cannot fly, then run. If you cannot run, then walk. If you cannot walk, then crawl, but whatever you do, you have to keep moving forward. If I cannot do great things, I can do small things in a great way. —Dr. Martin Luther King Jr.

Congratulations to Artemis II on a successful mission! You captured the wonders of space and our planet beautifully, taking iPhone photography to new heights, and we’re grateful you shared it with the world. Your work continues to inspire us all to think different. Welcome home!

@MollySOShea Crazy acceleration and timeline. - #MollyFan

Welcome home Reid, Victor, Christina, and Jeremy! 🫶 The Artemis II astronauts have splashed down at 8:07pm ET (0007 UTC April 11), bringing their historic 10-day mission around the Moon to an end.

PC & smartphone demand was always bounded by one thing: people. But what if billions (or more) of agentic AIs aren’t bounded by people at all? What happens when they never sleep… …when they work, talk, design, buy, sell, and decide 24/7? What then happens to compute demand?