🇨🇳 China may have a compute problem

📈 Data-center spending is greater than that for the canals, railroads and grid combined. AI infrastructure investment is projected to average 3.63% of GDP annually from 2025 to 2032. Railroads averaged 2.24% during their build-out. Highways reached 1.13%, and telecom and fiber 1.1%. Its the biggest investment bet in the history. @aipost 🏴

🤖 OpenAI may be preparing a $500/month ChatGPT plan OpenAI appears to be testing a new ChatGPT Pro Max subscription priced at $500/month. The plan reportedly offers higher usage limits and faster responses, with the main upgrade described simply as “Fastest Work and Codex.” @aipost 🏴

🗣Peter Thiel says even a 5-10% chance of AI extinction is better than a world with no growth "I don't think the probabilities are very high. On the other hand, if the probability is even 5% or 10%, that seems pretty bad." "It doesn't necessarily follow that you should always go slower and always go in the precautionary direction, because if you do nothing, if there is no progress on any dimension, I don't think our societies work at all." "The intergenerational progressive compact in our society was that there was progress from one generation to the next. Maybe economic progress, material progress, progress in health. And when that breaks down, I think the whole society starts to derange in very, very strange ways." "There's a picture that people implicitly have that the alternative to AI, let's say, a zero-growth world where there's no progress at all, will somehow be this peaceful, social democratic society. And I don't think that's true." Mathias Döpfner: “If America is slowing down and China is accelerating, we are just strengthening China, but it's not solving anything." @aipost 🏴

Mark Zuckerberg says AI agents may soon be able to attend meetings “embodied” as holograms @aipost 🏴

SpaceXAI could hit 1M GPUs next week 🚀 SpaceXAI is reportedly on track to have 1 million GPUs online next week, climbing to 1.44 million by year-end. The reported breakdown: • Colossus 1: 150K H100 + 50K H200 + 30K GB200 • Colossus 2: 110K GB200 + 440K GB300 • +220K GB300 next week • +220K in November • +220K in December That would mean 660,000 GB300 GPUs coming online in just 90 days. @aipost 🏴