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The $10T AI Scaling Race: Who's Winning, And Who's Certain To Lose

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Manage episode 508546170 series 3664475
Content provided by Limitless and Limitless by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Limitless and Limitless by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Over the last 30 days, more than $1T has been pledged to build 50–100 GW of power for AGI, an unprecedented, Manhattan-Project-scale race to convert energy into intelligence. We break down who’s winning and why: XAI/Elon’s Colossus 2 and deep vertical integration (Tesla Megapacks, in-house chips), OpenAI’s Stargate deals with Oracle/SoftBank plus a reported $100B NVIDIA tie-up, Microsoft’s Fairwater push, Intel’s geopolitics—while Europe lags and China stockpiles energy and homegrown GPUs. Is this an AI CapEx bubble or the new reality where compute becomes the last thing we spend money on—and where being months late can cost you the race?

------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

🔐 KGEN - The Verified Distribution Protocol:
https://bankless.cc/KGEN

------
TIMESTAMPS

00:00 Intro
02:25 Colossus
09:21 OpenAI Goes BIG
16:29 The $100B Bet
22:19 Intel & Apple?
26:01 Where Is Anthropic?
28:33 Europe Is Cooked
29:41 China Is On Fire
36:01 Are We In A Bubble

------
RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

  continue reading

70 episodes

Artwork
iconShare
 
Manage episode 508546170 series 3664475
Content provided by Limitless and Limitless by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Limitless and Limitless by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Over the last 30 days, more than $1T has been pledged to build 50–100 GW of power for AGI, an unprecedented, Manhattan-Project-scale race to convert energy into intelligence. We break down who’s winning and why: XAI/Elon’s Colossus 2 and deep vertical integration (Tesla Megapacks, in-house chips), OpenAI’s Stargate deals with Oracle/SoftBank plus a reported $100B NVIDIA tie-up, Microsoft’s Fairwater push, Intel’s geopolitics—while Europe lags and China stockpiles energy and homegrown GPUs. Is this an AI CapEx bubble or the new reality where compute becomes the last thing we spend money on—and where being months late can cost you the race?

------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

🔐 KGEN - The Verified Distribution Protocol:
https://bankless.cc/KGEN

------
TIMESTAMPS

00:00 Intro
02:25 Colossus
09:21 OpenAI Goes BIG
16:29 The $100B Bet
22:19 Intel & Apple?
26:01 Where Is Anthropic?
28:33 Europe Is Cooked
29:41 China Is On Fire
36:01 Are We In A Bubble

------
RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

  continue reading

70 episodes

All episodes

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