NextBigFuture.com

X Identified 200,000 Account China Bot Farm – 200 Accounts Were Anti US Data Centers

Brian Wang — Fri, 28 Aug 2026 06:45:54 +0000

X identified a bot farm of approximately 200,000 accounts. Within this farm, they found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy. These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that ...

Elon Projects SpaceX $3.5 Trillion Revenue in 2033

Brian Wang — Fri, 28 Aug 2026 05:54:45 +0000

Elon Musk says his best guess for SpaceX ~$3.5T revenue is roughly around 2033. This could after adding 10-20 Gigawatts per year of earth based data centers from 2027 to 2033 and adding 100 Gigawatts per year of space based data centers from 2030-2033. This would be about 500 gigawatts of cumulative ai data center. ...

Unlike Internet Bust the Current AI and Tech Earnings Justify Higher Stock Valuation

Brian Wang — Fri, 28 Aug 2026 00:09:16 +0000

Raymond James analyst Simon Leopold says Nvidia could make $1 trillion in revenue for the fiscal year that ends in January 2029. At yesterdays earnings call, Nvidia guided to 70% revenue growth for 2027. Nvidia is likely to make 403 billion in revenue in 2027. 70% growth would hit almost $700 billion in 2028. They ...

AccuKnox Launches AgentZ to Help Enterprises Build, Run, and Govern AI Agents at Scale

cybernewswire — Thu, 27 Aug 2026 04:30:45 +0000

Menlo Park, California, USA, 27th August 2026, CyberNewswire

Nvidia Second Quarter Beats on Revenue and Earnings

Brian Wang — Wed, 26 Aug 2026 20:56:29 +0000

Today, NVIDIA reported revenue for the second quarter ended July 26, 2026, of $96.2 billion, up 18% from the previous quarter and up 106% from a year ago. For the quarter, GAAP and non-GAAP gross margins were both 75.0%. GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22, respectively. 🔹 Revenue $96.2B (Est. ...

SpaceX Has 15-17 Starship Launch Pads Under Development

Brian Wang — Tue, 25 Aug 2026 21:28:04 +0000

The $100B Starbase Louisiana will have 10 pads (5 complexes × 2) and will start building in 2027 with a first launch targeted 2029. The new launch facilities will not have a positive revenue impact until 2029 and only if the work stays on schedule. SpaceX now has 17 Starship launch pads under development. Those ...

OpenAI Jalapeño Inference Chip just announced at Hot Chips

Brian Wang — Tue, 25 Aug 2026 21:05:56 +0000

OpenAI Jalapeño chip delivered 1.5 to 1.9 times more AI work per watt at peak throughput and 1.7 to 3.6 times lower end-to-end latency than the comparison systems. For highly interactive workloads, it delivered 2.1 to 4.1 times higher performance. In June, OpenAI unveiled the chip program in partnership with Broadcom, built from a blank ...

Sodium Battery Technology

Brian Wang — Tue, 25 Aug 2026 06:05:22 +0000

Sodium-ion batteries are commercializing with mass production in 2026. CATL in China is scaling it as a cheaper, safer alternative to lithium-ion using abundant sodium from salt. They are targeting grid and stationary energy storage first and more affordable/entry-level EVs or low-speed vehicles and should be lower cost than iron LFP. CATL’s Naxtra reach ~175 ...

Unreleased Anthropic Mythos 2 and Mythos 3 and OpenAI Astra

Brian Wang — Tue, 25 Aug 2026 03:23:13 +0000

Semianalysis reports Mythos 2 is done training and Anthropic are not releasing the model. Anthropic’s August 2026 Risk Report describes an unreleased internal model it calls Model 2. It is more capable than Mythos 5, with no current plan to release it externally and the normal external-release evaluation suite not completed. They describe Model 2 ...

Semianalysis Deep Dive on the SpaceX 10 GW 2027 AI Data Center Build

Brian Wang — Tue, 25 Aug 2026 01:46:43 +0000

SemiAnalysis talk about SpaceX’s 10 GW AI compute ambitions. SpaceX can fund the build, they have the power for it, they have the sites and they will get the chips. The Frontier labs [Anthropic, OpenAI and Microsoft] can generate ~$100 million of revenue per megawatt per year today on API inference with GB300-class systems. Cost ...

Reviewing the IVO Quantum Drive

Brian Wang — Mon, 24 Aug 2026 23:31:25 +0000

Did the orbital test of the IVO Quantum Drive produce a real thrust signal in orbit—or did an ambitious experiment leave us with an intriguing but unresolved anomaly? Physicist and author Dr. Mike McCulloch, originator of Quantised Inertia, describes the IVO Ltd.’s attempt to test a propellantless electric-drive concept in space. Mike developed Quantized Inertia ...