John Rath

Data-driven theoretical technologist exploring digital infrastructure and emerging technologies.🤯 Chief Technoking at Rath Consulting.

[Claude @claudeai]

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.

This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

[John Rath @johnrath]

Local Sources Report SpaceX May Be Acquiring 136,000 Acres of Louisiana Coastal Marshland https://t.co/564t1tIK7c

[John Rath @johnrath]

Amazon to Acquire Globalstar and Expand Amazon Leo Satellite Network - https://t.co/VJQlerTbAd

[The Deep View @theDeepView]

AI's energy crisis may have a biological solution. The Biological Computing Company is building chips from living human neurons. It says they reach peak model performance 3x faster than silicon. Nat Rubio-Licht went inside their SF lab.

Read the story: https://t.co/14yXlDHZZI

[Elon Musk @elonmusk]

SpaceX

[Steven Johnson @stevenbjohnson]

Put aside the predictions, his skills as an *explainer* of tech were just out of this world — here in front of what was clearly an audience that had minimal experience with PCs at all.

[John Rath @johnrath]

Why the economics of orbital AI are so brutal https://t.co/ldPdJodKKN via @techcrunch

[Peter H. Diamandis, MD @PeterDiamandis]

https://t.co/QStXu0WDoX

[John Rath @johnrath]

$12 billion Project West in Norwalk, Iowa (just south of Des Moines). The Norwalk City Council voted to acquire 282 acres within a larger area of land being annexed for what officials are calling a major data center project. Microsoft already has a number of data center campuses nearby, so I think this one is not one of the hyperscalers, but perhaps an AI factory. Additional hints given in the news story: “privately funded” and “not asking for any incentives.”

https://t.co/BVEzX5YZ0L

[Sawyer Merritt @SawyerMerritt]

BREAKING: Elon Musk’s companies, SpaceX and xAI, are officially merging.

A newly updated business filing in Nevada list the business name as K2 MERGER SUB 2. K2 means Kardashev type 2 civilization 😎

Tesla will now own $2B of this merged company.

[xAI @xai]

One Team 🚀
https://t.co/8RWbk5jQIQ

[John Rath @johnrath]

Groq and Nvidia Enter Non-Exclusive Inference Technology Licensing Agreement to Accelerate AI Inference at Global Scale https://t.co/hyahvw35nC

[John Rath @johnrath]

Amazon to Build $3B AI Data Center in Vicksburg, Mississippi as Gov. Reeves Proclaims Arrival of the ‘Digital Delta’ https://t.co/CMbjZS7xyj

[Sundar Pichai @sundarpichai]

Read more about today’s breakthrough here: https://t.co/1bQ7v9Iaoa

[John Rath @johnrath]

Google exploring data center project near Palo (near Cedar Rapids, Iowa) https://t.co/DaSOSdxqNY

[John Rath @johnrath]

OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure https://t.co/QBsL9fQYV9

[John Rath @johnrath]

Weekly Edition of curated news about Digital Infrastructure: September 21, 2025

➤ UK investments from Open AI, BlackRock, NVIDIA, Microsoft, and CoreWeave

➤ Equinix launches IBX in India

➤ Inference leader Groq raises $750 million

➤ Vantage invests $3.78 billion in Spain

➤ IonQ signs with the DOE to advance quantum technologies in space

➤ FERC sent letters to six grid operators—including PJM, MISO, and CAISO—demanding answers

https://t.co/mN9PZJ3y3a

[John Rath @johnrath]

NVIDIA Rubin CPX Accelerates Inference Performance and Efficiency for 1M+ Token Context Workloads | NVIDIA Technical Blog https://t.co/UkgzPfWjVd

[John Rath @johnrath]

Microsoft to use Nebius GPU data centers, in deal worth $17.4bn over five years - DCD https://t.co/mGZqF4NWoh

[John Rath @johnrath]

Google scores six-year Meta cloud deal worth over $10 billion https://t.co/cPOZhUqoA3