The Hallway Track
9 tracked signals on compute.
Anthropic signed $1.25B/month compute deal with SpaceX's Colossus clusters through May 2029
“Cloud Services Agreements with Anthropic PBC...with respect to access to compute capacity across COLOSSUS and COLOSSUS II...the customer has agreed to pay us $1.25 billion per month through May 2029”
a16z launches $110B Machine Age Fund to rebuild US AI infrastructure
“The United States is short power, short compute, short chips. There's going to be shortages in all three.”
Bitter Lesson means scale computation via search and learning, not human knowledge injection
“don't be distracted by human knowledge as AI traditionally has been many times. Instead focus on learning methods that will scale with computation like search and like learning.”
Y Combinator is seeking founders to build offshore AI compute flotillas on the ocean
“It sounds crazy, but we think part of the answer may be to move compute offshore.”
AI chip founder Naveen Rao argues new hardware substrates are needed to build true intelligence.
“We need innovation on the hardware substrate to actually build true intelligence.”
Firebird plans 250 MW of NVIDIA AI infrastructure across Armenia and Kazakhstan within 12 months
“No nation can outsource all of its intelligence.”
AI architectural research fails because it tests at insufficient compute scale
“to get to any interesting results you need certain level of compute to even see the capabilities in the model”
Cheap energy always creates its own demand, making energy the ultimate scarce resource driving AI compute growth
“energy is is sort of the only scarce thing in the universe. Right? It's the only irreversible thing in the universe in terms of a resource.”
AWS outlines four-layer governance model for shared SageMaker HyperPod ML compute clusters