The end of the self-funded AI buildout?
Hyperscaler cash capex is growing much faster than cash inflows. On current trends, they will be unable to fully fund the AI infrastructure buildout with cash from operations by the end of this year.
JUST IN: Andrej Karpathy, a top AI scientist at Anthropic, is reportedly barred from accessing the company’s most advanced AI model because he is not a U.S. citizen.
About 95% of California wildfires are started by people, often without realizing it.
By changing our behavior, especially during hot, dry, or windy conditions, we can stop wildfires before they start.
Here's how you can help prevent wildfires:
🔧 Inspect equipment before outdoor work—metal on metal creates sparks
🌾 Skip mowing dry grass in the afternoon heat—friction alone can ignite it
⛓ Keep trailer chains off the ground—sparks fly when metal hits pavement
🔥 Never leave campfires, BBQs, or power tools unattended in dry conditions
Every one of us can help stop a wildfire before it starts. Do your part.
#ReadyForWildfire #CALFIRE #OneLessSpark #DoYourPart #Preparedness
Tesla AI chip design engineering reviews are so great! Team is awesome.
Our AI6 chip might set a record for most amount of usable intelligence from a wafer when factoring in yield.
For frontier AI chips, memory is the largest and fastest-growing component cost.
High-bandwidth memory (HBM) has grown from 52% to 63% of total AI chip component spending between Q1 2024 and Q4 2025.
SpaceX is actively hiring world-class engineers/physicists for SpaceXAI, even if you have zero prior experience in AI. Smart humans figure it out fast.
Please send an email with ~3 bullet points demonstrating evidence of exceptional ability to [email protected].
We are looking for excellent people to help build our vertically integrated AI stack. Numerics, quantization, HW simulators, compiler, runtime, kernel performance, RTL, verification, emulation, DFT, physical design, post Si bringup. Join us at Tesla!
Thrilled to be rejoining @Tesla_AI as silicon engineering lead next week! Back to building the chips that push the boundaries of AI and autonomy. Real engineering happens at Tesla. Excited for what’s ahead #AI6#DOJO3. @rawat_ritvik@elonmusk@aelluswamy 🚀”
The total memory bandwidth of AI chips shipped since 2022 has reached 70 million terabytes per second, growing 4.1x per year.
That's around 300,000x more data per second than global internet traffic.
@GoogleResearch 6x reduction is huge. Its challenging to architect hardware for LLMs, with 6x reduction in memory all the bets are off on future hardware plans without workloads in sight. Any guidance on what future LLMs look like memory bound, compute bound or CPU bound ?