“companies driving the build out expect at least five more years of elevated ex spend before they can meet demand”
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Major hyperscalers (Microsoft, Google, Amazon, Meta) report sustained elevated capex spending for AI infrastructure through at least 2031.
Host reports that Fable 5.1 is coming shortly and OpenAI's Astra has been delayed until September 2026.
Thibault from OpenAI predicts that Astra will enable OpenAI to ship products six months ahead of schedule at dev day instead of mid-2027.
Dario Amodei predicts Anthropic will have early results in biology and medicine in the coming months.
Dario Amodei predicts that within 6-12 months, a misaligned AI swarm could take over the internet and cause hundreds of billions in damage.
Google will release Gemini Enterprise products for additional professional verticals beyond legal and finance.
Microsoft plans to triple data center capacity from 12 GW to 38 GW by 2032.
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