Compute as an Asset Class Huang argues that the industry’s perception of compute is undergoing a fundamental shift. Instead of viewing it merely as a loan-backed GPU purchase—a transactional cost tied to hardware—he frames compute as a distinct asset class in its own right. This reclassification cha...

The $410M AWS Compute DealRecursive Superintelligence, an AI company focused on open-ended self-improving systems, has announced a $410 million compute deal with Amazon Web Services (AWS). The multiyear agreement provides flexible compute capacity as the company scales its ambitious research. Founde...

Google and SpaceX Reportedly Exploring Orbital Data CentersThe reported discussions suggest that Google is considering launching data infrastructure into orbit with the help of SpaceX’s rapidly expanding launch capabilities. The project aligns with a growing industry belief that AI’s future may requ...