Arindam Banerji, PhD

Help Customers monetize their data + Operationalize #AI #ML + Build/deploy #EdgeComputing #IoT #apps + #prodmgmt Leadership | DM for #Advisory #services

[Deedy @deedydas]

Every single AI startup with $10B+ valuation and $100M+ revenue run rate:

Crusoe - $10B
Mercor - $10B
ElevenLabs - $11B
Baseten - $11B*
Harvey - $11B
Lovable - $12B*
OpenEvidence - $12B
Mistral - $14B
Nscale - $14.6B
Fireworks - $15B*
Sierra - $15.8B
Moonshot - $20B
Perplexity - $22.6B
Cognition - $26B
Scale - $29B**
DeepSeek - $52-59B*
Cursor - $60B*
Waymo - $126B**
xAI - $250B**
OpenAI - $852B
Anthropic - $965B

21 total companies.

*rumored / unannounced
**not fully independent

[Radharamn Das राधारमण दास @RadharamnDas]

Islamic terrorists kidnapped 1,700 Yazidis and seperated the underage girls & beautiful womens. Then they shot dead all the men & boys & old womens. Out of 1700 only 151 underage girls & beautiful womens survived & taken as sex slave. How this is possible in 21st century & no one even protest this?

[Prasanna Viswanathan @prasannavishy]

A lot of Keralites get particularly offended when their state is called an economic basketcase. Well. Their own government just tabled a White Paper saying exactly that.

Kerala's outstanding liabilities: ₹5.07 lakh crore That's 35.5% of its GSDP. The state is literally borrowing to exist.

A staggering 77% of the state's revenue is consumed by mandatory expenditures (salaries, pensions, and interest payments). In just two years (2020–2022), Kerala's salary and pension liability grew by a staggering 52.6%. There's virtually nothing left to build anything with.

Crippled by massive debts, low revenues, spiralling unemployment, the exodus of youth to rest of India and the world, and uncertainty on the remittance front, Kerala's economy is heading towards a perfect storm.

[Milk Road AI @MilkRoadAI]

Goldman Sachs just dropped the most precise map of where $7.6 trillion is going over the next five years and it tells you exactly which companies are standing in the middle of an unavoidable flood of capital (Save this).

The numbers are worth understanding precisely before talking about who benefits.

Goldman's baseline projects $765 billion in AI capital expenditure in 2026 alone, growing to $1.6 trillion annually by 2031.

Over the full 2026 to 2031 period, cumulative spend breaks down to $5.1 trillion in compute, $2.1 trillion in data centers, and $358 billion in power.

Nvidia is assumed to command 75% of all compute spend throughout the period, using the Rubin VR200 chip at $80,500 per GPU as the baseline.

The data center specification charts reveal how dramatically physical requirements are escalating.

A standard cloud data center runs 5–15 kW per rack while a transitional Blackwell era AI data center runs 130–200 kW per rack.

The AI factory of the future, running Rubin and Feynman silicon operates at 500+ kW per rack, at greater than 1 gigawatt scale, with liquid cooling only.

Traditional hyperscale data centers cost roughly $10 million per megawatt to build while the next generation AI data centers are being discussed at $15 to $20 million per megawatt.

Goldman identifies silicon useful life as the single biggest swing factor in the entire model.

At a 3-year replacement cycle, cumulative compute depreciation hits $3.99 trillion and at 7 years, it drops to $2.23 trillion, a $1.76 trillion difference on one assumption alone.

Power is only $358 billion of the total, but Goldman is explicit, it is the only component that can prevent the other 95% of the stack from deploying.

Amazon's Andy Jassy put it, "Our single biggest constraint is power." Connecting large data centers to the grid takes years.

Now here are the companies standing directly in the path of each layer of this capital.

Nvidia is still the most concentrated bet on the compute layer.

At 75% of $5.1 trillion in compute spend over six years, that is $3.8 trillion in cumulative revenue flowing through one company's products.

The 75% gross margin on data center GPUs is the reason every hyperscaler is trying to build custom silicon to escape it while simultaneously continuing to buy Nvidia because nothing else performs at the same level.

Vertiv is the direct infrastructure play on the data center upgrade cycle.

Every rack going from 40 kW to 500+ kW needs liquid cooling systems, power distribution, and thermal management infrastructure that simply did not exist at prior density levels.

Vertiv just deepened its liquid cooling capabilities through a strategic acquisition and was named a key partner on Hut 8's large AI-focused Texas data center campus.

The liquid cooling market is growing from $5.5 billion today to $15.75 billion by 2030, and Vertiv is the dominant provider in that market.

Vistra is the power thesis in its most direct form.

The $358 billion power segment is the critical path for the entire $7.6 trillion, and Vistra has spent the last 18 months locking up that critical path through long-term nuclear power purchase agreements.

Vistra secured a 20 year agreement with Meta for over 2,600 MW of nuclear energy, plus a separate deal with AWS from its Comanche nuclear facility.

Goldman Sachs and Jefferies both upgraded the stock after the Meta deal was announced.

The architecture of this trade is simple.

Goldman's model is not a prediction of whether AI spending happens but rather a model of the minimum physical capital required to deploy infrastructure that has already been contracted, already been announced, and is already under construction.

The compute layer requires the chips, data center layer requires cooling and power infrastructure and the power layer requires nuclear at scale on multi-decade contracts.

All three layers are being funded simultaneously, and all three have identifiable public companies sitting directly in the path of the capital.

Come join Milk Road Pro and get our full $7.6 trillion infrastructure breakdown which names across compute, data centers, and power we're currently positioned in and our full thesis on the AI trade.

Link below!

[Sawyer Merritt @SawyerMerritt]

Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year. BIG MONEY.

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Shiv Aroor @ShivAroor]

The truth about Annamalai’s ‘exit’ from the BJP may not be easy to digest.

My take:

[ANI @ANI]

#WATCH | Chennai, Tamil Nadu: Uma Hymavathy Selvaraj, District General Secretary, Perambalur district and a supporter of K. Annamalai says, "Just now, we have resigned from all the administrative positions from the BJP...There is a lot of inner politics in State BJP. We are following Annamalai since 2021, we entered politics for him, for our country, for PM Modi..."

[Shashank Mattoo @MattooShashank]

"A strong Pakistan is good for America and a strong America is good for Pakistan," says top US diplomat in Pakistan Natalie Baker

[S Kumar @SKumararchives]

"Annamalai are you a tamilian or Indian?"

"I am a proud Indian with a identity of traditional Tamilan"

"My movement will be based on this"

This is the exact words spoken by K Annamalai (video with subtitles)

@ANI mistranslated it due to language barrier (attached the wrong tweet in comment)

[Ayaan 🐧 @twtayaan]

The creator of Linux just publicly called out the AI hype. Word for word.

Linus Torvalds took the stage at Open Source Summit 2026 and said this:

"When I see people saying 99% of our code is written by AI, I literally get angry. Because those same people — I can pretty much guarantee — 100% of their code is written by compilers. But they never say that."

He is not anti AI. The Linux kernel saw a 20% jump in submissions this release because of AI tools. He uses it. He gets it.

His point is something most people are too afraid to say.

AI is a productivity tool exactly like compilers were. Compilers boosted programming by 1000x. AI adds another 10x on top. Enormous. But nobody says "the compiler wrote my code." So why are we saying AI wrote it?

He also flagged something nobody is talking about.

AI is flooding small open source projects with drive-by bug reports. Someone runs a prompt, files a report and disappears when asked for a patch. Maintainers with one or two people are drowning trying to keep up.

"Sometimes AI reports a bug and when you ask for more information the person has done that drive-by and does not even answer your question. That is the real burnout issue."

And his final warning was the sharpest of all.

"People who do not understand the complexity of systems will prompt systems and write processes that will fail."

The AI hype crowd is very loud right now.

Linus has been building real systems for 35 years. When he talks, engineers listen.

Full interview here:
https://t.co/LmXJtvKc4O

[Rakesh Krishnan Simha @ByRakeshSimha]

Sambhal 1978: A forgotten anti-Hindu pogrom

On 29 March 1978, a pogrom erupted, leaving 23 Hindus dead, 14 of whom were burnt alive in a mill owned by Banwari Lal Goel, a respected community leader and president of the Vishwa Hindu Parishad in the area.

Known for his fairness and integrity, Goel was sought out by families across communities for conflict resolution. Despite his stature, his mill became the target of mob aggression, a harrowing episode that annihilated an entire group of innocents who sought refuge within its compound.

The massacre was triggered by an incendiary mix of rumours and pre-existing communal tensions. False claims about a Hindu killing an imam and a sadhu performing puja near the disputed mosque in Sambhal fanned the flames of violence. The role of Muslim League leader Manzar Shafi’s followers in orchestrating the unrest has also been highlighted, as they unleashed terror across the town.

Violence erupted in Sambhal around 10 a.m., and within two hours, the mob turned its fury toward the mill. People, including Goel’s workers and their families, had sought safety within the compound, hoping that Goel’s reputation would shield them from harm. They were wrong.

The rioters, armed and determined, used a tractor to repeatedly ram the mill’s front wall until it collapsed.

Despite warnings from his family, Goel decided he would go and cool down the situation. He said: “All Muslims are like my friends and brothers. Everyone works with me. Nothing will happen to me."

His confidence was misplaced. The Muslim mob, comprising Goel's Muslim friends and associates captured him. According to eyewitness accounts and reports (including from his son Vineet Goel and internal documents), the mob first chopped off his feet. Then taunted him, claiming he had come to collect money using his hands and then cut off his arms, and finally slit his throat.

During this torture, Goel begged the rioters to shoot him instead. However, his pleas were ignored. The horrific incident was witnessed by Hardwari Lal Sharma and Subhash Chandra Rastogi, who managed to save themselves by hiding inside a drum.

The Muslims then threw Goel inside the mill along with the others and set the entire place ablaze by throwing burning tyres inside. Escape routes were blocked, ensuring no one could survive the inferno. During the massacre, Hardwari Lal’s brother, a high school student, was also killed by the rioters.

Goel's body was not fully recoverable; only remnants like parts of his glasses were found amid the rubble. His son later performed a ceremonial cremation.

Witnesses like Sharma and Rastogi identified the accused, including Irfan, Wajid, Zahid, Manzar, Shahid, Kamil, and Acchan. However, by 2010, the case was closed due to the absence of witnesses. The judge, while closing the case, remarked that it was unthinkable that the accused were not being sentenced to death.

The pressure on witnesses can be seen from the fact that Wasim, one of the accused, shot and killed the brother of Pradeep Agarwal, a business partner of Banwari Lal Goel’s son, Vineet Goyal. Wasim threatened to kill anyone who filed an FIR against him, ensuring no case was ever registered against him.

In the same riots, the daughter and wife of a Hindu teacher were abducted and brutally raped by Manzar Shafi, who played a key role in inciting violence against Hindus. The teacher’s wife was later rescued by Hindus. The families of Goel and the Hindu teacher left Sambhal after the riots. The Hindu population of Sambhal fell from 35% to 20% within days of the riots.

The story resurfaced in late 2024 amid new communal incidents in Sambhal, with his son Vineet Goel speaking publicly as the UP government considered reopening old cases.

Dear @myogiadityanath ji, @Uppolice, murder has no limitation; the criminals need to be prosecuted. Only then will the souls of the victims get peace.

[Major Surendra Poonia @MajorPoonia]

Massive expose by @UnSubtleDesi
Prashant Bhushan’s premises was allegedly used to host meetings between Yogendra Yadav, Sharjeel Imam & Umar Khalid to discuss a modus operandi that led to 2020 Anti-Hindu Delhi riots.
9 out of 10 times, whenever there is any conspiracy against India or Hindus, he somehow seems to be a part of it.

https://t.co/xcbrVEGM9Q

[Anupam K. Singh @AnupamNawada]

10 बड़ी बातें, जो K अन्नामलाई ने BJP छोड़ने के बाद अपने नए आंदोलन के शुरुआत का ऐलान करते हुए कही:

1. उन्होंने भाजपा छोड़ने की घोषणा सम्मानजनक ढंग से की। कहा कि जिस जगह वे भाजपा में जुड़े थे, वहीं आकर मर्यादा, प्रेम और तमिल संस्कृति के अनुसार बता रहे हैं कि अब उनकी राह अलग है।

2. वे नया राजनीतिक आंदोलन शुरू कर रहे हैं, जो आगे चलकर पार्टी बनेगा। ये राजनीतिक दल तमिलनाडु के अगले विधानसभा चुनाव में निश्चित रूप से लड़ेगा।

3. उनका मुख्य नारा 'नई राजनीति' है। बुनियादी ढाँचे को बदलने वाली, आम आदमी को आगे लाने वाली, व्यक्ति-पूजा से बाहर निकलने वाली राजनीति।

4. वे खुद को 'गर्वित भारतीय और परंपरागत तमिल' बताते हैं। उन्होंने साफ कहा कि तमिल पहचान और भारतीय पहचान में कोई संघर्ष नहीं है; दोनों साथ चल सकते हैं।

5. भाजपा से मतभेद अचानक नहीं थे। उन्होंने दावा किया कि वे करीब 18 महीने से नेतृत्व को अपने विचार और असहमति शांति से बताते रहे, और 4 दिसंबर 2024 को ही पार्टी को बता दिया था कि वे बाहर जाने का मन बना चुके हैं।

6. मोदी और भाजपा नेतृत्व के प्रति व्यक्तिगत सम्मान बरकरार रखा। उन्होंने कहा कि प्रधानमंत्री मोदी के प्रति सम्मान है, अमित शाह से भी सभ्य तरीके से मिलकर बात की, लेकिन जहाँ असहमति होगी, वहाँ सीधे और दृढ़ता से बोलेंगे।

7. सुपरस्टार रजनीकांत पर अटकलों को साफ किया। उन्होंने बताया कि भाजपा में शामिल होने से एक दिन पहले रजनीकांत ने उन्हें अपने राजनीतिक प्रयास से जुड़ने को कहा था, लेकिन उन्होंने भाजपा से किया वादा नहीं तोड़ा। साथ ही कहा कि आज भी रजनीकांत के प्रति सम्मान है।

8. तमिलनाडु के अधिकारों पर समझौता न करने की बात कही। टंगस्टन, मीथेन-हाइड्रोकार्बन, कोयला खनन, मेकेदाटु बाँध जैसे मुद्दों पर उन्होंने कहा कि वे तमिलनाडु की जमीन, पानी, संस्कृति और अधिकार नहीं छोड़ेंगे।

9. नए संगठन की संरचना बताई। 'वी द लीडर्स' आंदोलन और कोयम्बटूर में 'ए.पी.जे. अब्दुल कलाम सेंटर फॉर एथिक्स ऐंड पॉलिटिक्स' शुरू करने की बात कही, जहाँ नेताओं/स्वयंसेवकों को प्रशिक्षित किया जाएगा।

10. राजनीतिक सुधारों की बड़ी बात की। उन्होंने कार्यकाल-सीमा, स्थायी विधायक/सांसद/मंत्री की संस्कृति तोड़ने, 30,000 से अधिक स्थानीय प्रतिनिधियों तक स्वच्छ राजनीति और स्वच्छ प्रशासन ले जाने, युवाओं-तकनीकी विशेषज्ञों-बुजुर्गों सबको जोड़ने का विजन रखा।

कुल मिलाकर बात ये है कि अन्नामलाई आक्रामक राजनीति करते हैं, लेकिन धैर्य के साथ भी चलते हैं। देखना है उन्हें नए आंदोलन व राजनीतिक-दल के लिए फंडिंग कहाँ से मिलती है। साथ ही वो नए मुख्यमंत्री विजय के ख़िलाफ़ कितना माहौल बना पाते हैं।

[Shiv Aroor @ShivAroor]

BREAKING 🚨

K. Annamalai resigns from BJP, resignation accepted.

[Jayesh Mehta @JMehta65]

This group would be soon joined by farmers, labors, minorities etc.
They would again occupy public spot somewhere in Delhi to cause inconvinience to General Public..

Basically the sponsors of these protests want Police to act against them violently..
National media and international media is commissioned to cover these protests..

They tried with #AntiCAA protests and #FarmLaws protests but, failed.
This is their latest plan.

Prashant Bhushan, Yogendra Yadav, Harsh Mandar and many foreign funded NGOs are currently operating from behind the curtains..
They would come out in open if, these protests gain traction.

[Arindam Banerji, PhD @BigBetAnalytics]

@YearOfTheKraken @Sudarshan_Mlth What is the probability, that she'll join INC?

[Arindam Banerji, PhD @BigBetAnalytics]

@RadharamnDas @sankrant Isn't this exactly what was being done to Hindu girls, till a few weeks ago, in West Bengal?

https://t.co/yoRq5LPvJ3

[Sai Deepak J @jsaideepak]

@UnSubtleDesi 7. The story of one girl in particular, which @UnSubtleDesi narrated to me, was blood curdling. The girl was first gangraped in front of her parents . Despite this, she gathered the courage to write to the NCW about the brutality she had been subjected to.

[Radharamn Das राधारमण दास @RadharamnDas]

Heartbreaking scene: A Bangladeshi Hindu girl who was raped by Muslims in front of her father is narrating the incident to others while her father cries. What could be more cruel than this? Islam is destroying one family after another & one nation after another. It is high time to unite & respond.

[Ashley Rindsberg @AshleyRindsberg]

For years, major institutions have framed India and Hindus through the lens of nationalism, extremism, and suspicion. But what we've uncovered on @Wikipedia raises a deeper question: who gets to write the public record?

Our investigation found that a small cluster of anonymous editors controlled more than 80% of the @HinduAmerican page. Among the findings:

Blatant Conflict of Interest: The editors aggressively shaping HAF’s page were the exact same people controlling the Wikipedia profiles of HAF's legal adversaries and academic critics.

Inserting False FARA Allegations: Editors laundered complaints from HAF's opponents into "facts," using demands for a DOJ investigation to falsely brand HAF as a foreign agent

Administrative Silencing: An admin with supreme platform permissions deleted quotes from HAF's leadership, stripping the organization of its right to reply to allegations.

Over four years (2021-2025), editors systematically erased HAF’s identity as an American civil rights group, transforming its Wikipedia page into a heavily curated dossier of accusations. Our report from @npovmedia documents how it happened. 👇