Steven Dudley

Explore the AI economy. We have the largest company, sector, and connections map in the world! - with evidence behind every link.

[Steven Dudley @actsofevolution]

Ai Company Alert: The US Energy Department announced a $4.2B conditional loan commitment to Vistra to uprate three nuclear plants in Ohio and Pennsylvania, adding about 433 MW.

Meta contracted that output in January. The loan is conditional, not closed.

https://t.co/oh0MwrQum7

[Steven Dudley @actsofevolution]

Ai Company Alert: ChatGPT now reaches 1.2 billion people a week, OpenAI says.

That is up from 1 billion in July.

On 5 Oct it added a new visual ad format to earn from that reach.

Reach is no longer the question. What each user pays is.

https://t.co/oh0MwrQum7

[Steven Dudley @actsofevolution]

Ai Company Alert: Schneider Electric agreed to acquire PTC for $205 a share in cash ($23.7B enterprise value), its biggest deal yet.

A supplier to data centers and grids is buying design software and an "AI-ready data foundation." Closing by Q3 2027.

https://t.co/oh0MwrQum7

[Steven Dudley @actsofevolution]

NVIDIA (@nvidia) designs the chips, networking, and software used to build and run AI. On the Acts of Evolution map they sit in AI chips and networking, with 176 connections.

What does this mean: they are a core chip player, and a large share of the map links to them.

[Steven Dudley @actsofevolution]

NRC issued TVA a construction permit for a GE Vernova Hitachi BWRX-300 at Clinch River (29 Sep).

First U.S. CP for that design. TVA: no construction date yet.

https://t.co/xJu7EX2u49

[Steven Dudley @actsofevolution]

People are asking how we've created the largest Ai company database in the world with over 800+ connections and so here is our automated Ai briefings Loop...

https://t.co/wtMbTuqrTf

[Steven Dudley @actsofevolution]

FERC! An Important Ai business you’ve never heard of

When the grid auction freezes, the bilateral deals keep moving

Tracking every part of the Ai economy includes companies you may have never heard of and FERC is probably one them!

They are making moves...

https://t.co/1RZbI4bJCt

[Steven Dudley @actsofevolution]

FERC pushed PJM's 6.8 GW emergency power auction to 28 Feb 2027.

The largest US grid needs it for a shortfall driven largely by data center demand.

FERC's chair: "deeply flawed, eleventh-hour."

Data centers can sign for power. The grid has to build it.

https://t.co/oh0MwrQum7

[Steven Dudley @actsofevolution]

Synopsys announced a multi-year agreement with Amazon on 30 Sep for application-optimized silicon IP. The release highlights more than $1 billion. Amazon is the lead customer. Synopsys is also adopting EC2, storage, and Bedrock.
https://t.co/ukm8Bq8qlX

[Steven Dudley @actsofevolution]

Broadcom will lend Anthropic up to $42bn to lease Broadcom's own chips (Reuters).

The loan could cover about a third of a $125.2bn, five-year TPU lease.

Anthropic's filing flags "potential conflicts of interest."

The supplier is now also the lender.

https://t.co/w7i0LYTNc8

[Steven Dudley @actsofevolution]

Applied Digital (2 Oct): Polaris Forge 1 now 250 MW operational critical IT load after +75 MW Ready for Service.

Contracted full buildout: 400 MW.

https://t.co/iQNkOQJxTK

[Steven Dudley @actsofevolution]

Applied Materials + KIOXIA (29 Sep):

KIOXIA joins Applied's EPIC Center for AI memory R&D — cells, stacking, packaging.

https://t.co/pOSI3AUmvw

[Steven Dudley @actsofevolution]

The AI map now has a page for each of eleven layers, from energy and data centers through chips, cloud, and applications. Each page keeps the existing layer note and links to that layer's company list.
https://t.co/IUSwkYkuJJ

[Steven Dudley @actsofevolution]

@StockSavvyShay The progression is exploding. I’m not sure when the plateau happens but for right now it’s incredible to watch it evolve.

[Steven Dudley @actsofevolution]

This is exactly the ai infrastructure data that is tracked inside of the https://t.co/oh0MwrR2bF map. We are building the world’s biggest AI map and tracking over 800 relationships. Check it out and discover the world of AI.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US data center construction spending surged +73% YoY in August, to a record annualized rate of $85 billion.

This follows a +65% YoY increase in June and marks the largest YoY increase since April 2025.

Since the start of 2021, data center construction spending has soared +$76 billion, or +823%.

Meanwhile, general office construction spending fell -10% YoY in August, to $46 billion, the 5th-lowest reading since December 2015.

Since the start of 2023, construction spending on general offices has declined -$25 billion, or -35%.

As a result, the gap between data center and general office construction spending has surged to a record $39 billion.

The AI investment surge is gaining momentum.

[Steven Dudley @actsofevolution]

MAP UPDATED: Meta is expanding Eagle Mountain, Utah. Investment in the state is now above $3 billion.

Also on the map: more than 1.7 GW of clean power and 600 MWh of storage, across 13 Utah sites.

https://t.co/AxlzbWAodK

[Steven Dudley @actsofevolution]

@wholemars When it happens and it’s official we will track it in the https://t.co/oh0MwrQum7 map

[Steven Dudley @actsofevolution]

SoftBank has now put $64.6bn into OpenAI for about 13%. The last $10bn went in on 1 Oct.

A day earlier, the FTC opened a safety probe of OpenAI and Anthropic (AP).

Demands for testimony are next (Axios).

The money is in. So are the regulators.

https://t.co/wSUdswnj4z

[Steven Dudley @actsofevolution]

@cpgjosh Mate!!! 1000% this is insane. @bot thank you!