Our Fairwater datacenter in Wisconsin is going live, ahead of schedule.
As the world’s most powerful AI datacenter, it will bring together hundreds of thousands of GB200s into a single seamless cluster.
Congrats to all the teams who made this possible!
Canada is building one of the world's most advanced AI supercomputers and applications open.
Canadian-owned. Canadian-built. So our researchers and innovators can move faster, go further, and turn ideas into impact.
🇨🇦
Le Canada construit l’un des superordinateurs d’IA les plus avancés au monde — et vous pouvez postuler.
Une initiative canadienne. Une réalisation canadienne. Pour que nos chercheurs et nos innovateurs puissent aller plus vite, aller plus loin et transformer leurs idées en résultats concrets.
Cantor Fitzgerald just reclassified Bitcoin miners as AI Infrastructure companies. New sector, new vertical.
Their thesis: the bottleneck isn't GPUs — it's power. NVIDIA will sell ~39 GW of GPUs in 5 years. The entire US DC market used 21 GW in 2024. Almost all needs new builds.
The market is finally pricing the physical layer.
Le Canada est un pays d’explorateurs, de bâtisseurs et d’innovateurs. Aujourd’hui, le colonel Jeremy Hansen perpétue cet héritage en devenant le premier Canadien à entreprendre un voyage vers la Lune.
@ThomasGerbet Pas facile de changer nos habitudes après tant d’années de dépendance aux solutions cloud américaines. Sur l’IA par contre, rien n’est joué, les AI factories se construisent maintenant, et le Québec a les atouts pour ne pas répéter la même erreur.
Private placement closed. C$1.375M raised.
The second tranche brought in @zsmithnyc and Jacob Smith — co-founders of Packet (acquired by @Equinix for $335M), now building Datum.
They're joining as shareholders and advisors.
First tranche: insider conviction. Second tranche: external validation.
$SATO.V
JUST IN: 📈 @SATO_Compute finalizes a $1.38M private placement, backed by digital infrastructure veterans Zac and Jacob Smith. The funds will enhance AI compute capabilities in Québec, powered by renewable energy, alongside its crypto mining operations. 🌱 $SATO
@Guglielminetti Quarante ans pour passer de « trop théorique » à « fondation indispensable de la sécurité numérique ». BB84 arrive à point nommé — les ordinateurs quantiques n’attendent pas. Félicitations à un pionnier québécois.
@ChaseLochmiller@CrusoeAI Building AI factories is the most exciting thing happening in the world right now imo. From nanometers of silicon to gigawatts of power. Was good seeing you at GTC.
Closed the first tranche of our private placement at @SATO_Compute. Upsized to $1.4M.
Co-founder, CFO, board, local partner — everyone wrote a cheque. Not because it's easy. Because we believe in where this is going.
Skin in the game. $SATO.V
https://t.co/pz0JDroTmO
@r0ck3t23 Physics doesn’t negotiate. Renewable energy, dense compute, physical infrastructure — that’s the only balance sheet that survives the transition Musk is describing. We’re already in that economy.
Bret Taylor is right. The atomic unit of productivity is a process. But every compressed process produces data. And right now, most enterprises have no idea where that data sits, who can access it, or under which jurisdiction. Speed without sovereignty is just a faster way to lose control. Own your AI factory!
Bret Taylor, former co-CEO of Salesforce and chair of OpenAI, just redefined the unit of productivity.
It’s not a person.
It’s a process.
Taylor: “I think the atomic unit of productivity in AI is a process, not a person.”
AI won’t replace a worker.
It will compress entire workflows.
What used to take 17 days across departments collapses into hours.
The traditional corporate model measures productivity in person-hours.
The new model measures process-compression.
The incumbent assumption: you buy AI to replace a junior analyst.
That’s a fundamental misunderstanding.
You deploy an autonomous agent to completely collapse the timeline of a business outcome.
An operation requiring 17 days of bureaucratic friction gets mathematically condensed into 17 hours.
You’re not buying a digital employee.
You’re buying the ruthless compression of time.
Using AI to speed up a single employee’s task?
You’re playing the wrong game.
Taylor: “There’s a legal department to do a contract. There’s some finance department, procurement. You probably have IT that’s involved to onboard them into your core systems.”
Friction in the modern enterprise doesn’t come from a single worker.
It comes from the endless hand-offs between siloed departments.
The traditional CEO tries making each department 10% faster.
The winning CEO deploys an AI overlay that autonomously bypasses the human hand-offs entirely.
The algorithm doesn’t sit in the legal department or IT.
It executes the entire thread simultaneously across all core systems.
It doesn’t replace individual workers.
It renders their departmental bottlenecks completely irrelevant.
Taylor: “I think it’s wrong to think about AI as sort of replacing people. In addition to being inhumane, it’s just sort of nonsensical because AI sort of operates in the world of digital technologies.”
The neural network won’t sit at a desk, pour coffee, or shake a client’s hand.
It’s a sovereign engine operating exclusively in the realm of digital friction.
Superintelligence isn’t your direct replacement.
It’s your digital exoskeleton.
The hard part of enterprise execution has never been the human element.
It’s always been wrestling with archaic, fragmented software systems.
When AI takes over the digital process, the biological operator gets freed from the bureaucratic drag.
They instantly shift from manual processor of forms to high-leverage director of outcomes.
And that’s the real transformation.
Not humans versus machines.
Humans commanding the compressed timelines machines execute.
Whoever builds that infrastructure first turns every competitor’s 17-day cycle into a fatal disadvantage.
Because they’re finishing in hours what the rest of the market hasn’t even started.
World models with persistent memory and real-time reasoning are going to demand a fundamentally different infrastructure stack than LLMs. The compute appetite will be staggering. Congrats on the launch — this is the right problem to go after. Godspeed @amilabs
Unveiling our new startup Advanced Machine Intelligence (AMI Labs).
We just completed our seed round: $1.03B / 890M€, one the largest seeds ever, probably the largest for a European company.
We're hiring!
[the background image is the Veil Nebula - a picture I took from my backyard, most appropriate for an unveiling]
More details here:
https://t.co/eWHyGLXwCA
@satyanadella is right — agents working across your apps and files is the future. It's also my present.
And every one of these agents needs GPU compute behind it. That's why we're building AI infrastructure. $SATO.V
Announcing Copilot Cowork, a new way to complete tasks and get work done in M365.
When you hand off a task to Cowork, it turns your request into a plan and executes it across your apps and files, grounded in your work data and operating within M365’s security and governance boundaries.