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Deal follows others with Microsoft, Amazon, and more.
Interesting that Anthropic is taking over compute capacity that you would think Grok would be using. I wonder if that means that Grok is even less important than it already seemed?
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We believe we have identified the largest TAM in human history."
This is not surprising. SpaceX is unsurprisingly claiming the future is data centers in space–which is as I have discussed before a colossally stupid idea.
"“We believe we have identified the largest TAM in human history,” the company states on page 171 of the filing. “We believe our next trillion-dollar market is AI compute, which we contemplate will leverage our rockets and satellites for massive orbital deployment.”"
It's just really a stupid idea especially as the LLM bubble inches ever nearer to popping. Hopefully the market and investors will see through this stupidity, but I doubt it–given that everything is just marketing, bullshit and hype these days.
Zero Trust for Agents
I think this is zero trust buzzword twaddle, but you may disagree. I also think this is kinda irrelevant given the bubble deflating. Also frankly your best defense is simple: don't trust the non-deterministic chatbot as if it is intelligent. If you do that, then you will be orders of magnitude more secure than this paper's non-original ideas would lead you to.
This is worth a watch. I can't stand the guy on the other side of the table from Ed Zitron. He is marginally reasonable, but spends a lot of time trotting out OpenAI and Anthropic talking points. He really, at least in this interview/discussion, shows a lack of critical thinking ability. Yes, I am biased, but I have yet to see a real argument for this LLM thing being anything other than a bubble.
What goes up… keeps going yup, apparently.
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Don't expect the memory shortage to last only two years, according to new statements from the chairman of SK Hynix, the top DRAM producer.
Critics say Trump plan to test AI models is short-sighted, performative.
Hyperscalers have come under scrutiny for their impact on water quality and availability.
