Azeem Azhar
2.4K posts
Azeem Azhar
@azeem
Exponential View @exponentialview.
2.718281828459045 Katılım Temmuz 2007
2.3K Takip Edilen49.6K Takipçiler
Best estimates I've seen for dedicated revs tied to AI was around ~$100b for 2025. That includes hyperscalers, neoclouds, labs, etc.
It is likely that the number will be above $300B this year as this number inevitably catches up with capex.
Multiple AI ROI reports coming @DiligenceStack this week.
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The Kings Cross AI hub is the biggest economic opportunity for the UK in my lifetime.
altan tutar@altantutar
London is the one of the major AI centers on earth, right behind San Francisco. Just think about all of this: 1/ Wayve (self-driving) raised $1.2B Series D at $8.6B valuation, with robotaxis already being seen in London. 2/ OpenAI & Anthropic launching offices in London, and hiring aggresively. 3/ Nscale raised £1.5b Series C for AI infra, building the UK's largest AI supercomputer with OpenAI & Nvidia. 4/ Ineffable Intelligence raised $1.1B at $5.1B with David Silver out of DeepMind being its cofounder 5/ Palantir made London their Europe Defence HQ 6/ Google Deepmind still standing strong at King's Cross 7/ Anthropic reportedly buying Fractile's AI inference chips, a company founded by an Cambridge PhD. The future is bright!
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Azeem Azhar retweetledi
according to silicon data, H100s are currently being rented out at $2.75/hr from neoclouds
as a point of comparison, in 2023, a16z companies on the oxygen program were getting them at $1.72/hr
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@deanwball solar plus batteries has a smaller physical footprint for equivalent energy output than oil and gas, even with today’s technologies.
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I have truly never understood how solar-maxis intend to deal with this reality; I expect there to be data centers 100 times this nameplate power draw in the nearish future. What you see below is 100mw.
The response I usually get is "America has a lot of land," which is just bleak. Indeed, it turns *me* into a doomer, invoking as it does the notion of machines papering over our soil (which powers us) to power themselves.
And it's not just data centers. In a world with electric freight trucks, a *truck stop* might require as much solar as you see pictured here, if not much more. A truck stop!
Solar is fine; I do not have a principled opposition to it (which I do to eg wind). But solar's lack of energy density makes the solar-maximalist future a "loser premise," to borrow a phrase--at least it is a "loser premise" for human dignity.
The good version of the future is of course a mix of many energy sources, but with a heavy bent toward fusion/fission and geothermal.
Andrew Côté@Andercot
This is the footprint ratio of data center to solar panels in the sunniest country in the world. Yeah, I think we're gonna have to go nuclear.
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@vincent_koc I'm running at 250m a day -- how come you are so much more efficient?
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I've been using /goal for ~3 days on OpenClaw.
- 13 runs.
- Gazillion tokens.
- Many, many PRs.
The lesson isn't "i used /goal a lot." it's that /goal is not a "do my ticket" button.
It's a constraint workflow. I want a keep the ship on course. A thread on what actually works 🧵
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Azeem Azhar retweetledi
I confess it took me a while to understand why China has been so obsessed with “new materials” 新材料.
But now we all get it: rare earth magnets, synthetic diamonds, carbon fiber, SiC and GaN chips, lithium batteries, optics, solar, special alloys, etc. highcapacity.org/p/chinas-tech-…
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@antoniogm giftarticle.ft.com/giftarticle/ac… Saving American capitalism from itself
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I’m going to repeat this until you all mute me:
The key issue of our time is the conflict between the equality that liberal democracy promises, and the extreme inequality that technocapitalism ultimately delivers.
It is the ur-conflict: everything else is but a manifestation.
Hugo Amsellem@HugoAmsellem
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Azeem Azhar retweetledi
astonishing. it is trivially hard for labs to use that much based discussions with half-a-dozen chinese labs this week. it is a testament to incredibly low use of Grok.
The Information@theinformation
xAI’s GPU fleet is running at about 11% utilization, exposing how hard it is for AI labs to fully use expensive Nvidia hardware. More in today's AI Agenda newsletter: thein.fo/4cHRjWI
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Azeem Azhar retweetledi
@jenzhuscott spent time with several labs in China today. they are hitting compute. as indeed as the americans.
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The state of AI today:
- AI infra race is hitting physical limits (power, not silicon)
- China is achieving hardware independence way faster than expected
- enterprise adoption is now at proof-of-scale not proof-of-concept
- agentic AI is creating both massive efficiency gain & catastrophic operational risks.
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Azeem Azhar retweetledi
$AMZN CEO: "If our chips business was a standalone business and sold chips produced this year to AWS and other third parties as other leading chip companies do, our annual revenue run rate would be $50 billion. As best as we can tell, our custom silicon business is now one of the top three data center chip businesses in the world. And the speed at which we've gotten here is extraordinary"
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'MIT Study Shows 95% of AI Projects Lose Money' was the #1 AI meme for the public (and politicians) last year.
So I looked into this 'study'.
It was… much worse than I would have guessed.
And I suspect not by mistake. The authors had a hidden agenda from the start. I explain:
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Azeem Azhar retweetledi
Azeem Azhar retweetledi
BREAKING: Sequoia and Lightspeed co-lead Europe's largest seed funding round with $1.1B at $5.1B post for ex-Deepmind David Silver's Ineffable Intelligence.
David is committing to giving away 100% of the money he makes from his Ineffable equity via Founders Pledge - the biggest pledge in their history and it is likely to amount to multiple billions.
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The 3-5 year useful lives guys went real silent like 6 months ago and never hear that argument anymore
The_Real_Fly@The_Real_Fly
AWS CEO: “Compute demand is so excessive that we have never retired old A100s.” $AMZN
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He has been consistent with this over the past few years.
Bruno Koba@brunokoba_
Demis Hassabis at YC today: "We're only one or two technical breakthroughs away from AGI. But all the other parts are already in place."
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Azeem Azhar retweetledi
Robotics firms in Shenzhen by segment:
- Control systems: ~3,600
- Cloud “brain”: ~3,000
- Energy & communications systems: ~1,700
- Actuation systems: ~600
- Sensing/perception systems: ~550
- Drive systems: ~420
- Structural systems: ~330
- Transmission systems: ~160
From the Shenzhen Robot Industry Development White Paper (2025)
深圳市机器人产业发展白皮书（2025年）
m.thepaper.cn/newsDetail_for…
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