"Time and again, across years and product categories, Amazon reaches out to its vendors and instructs them to ‘fix’ retail prices on competitors’ websites, threatening dire consequences if vendors do not comply.” www.bloomberg.com/news/article...
2026 (planned) Data centers vs. megaprojects Inflation-adjusted costs, billions USD SIT- 2025₽ Data center capex =$930B in 6 years $750B- Interstate Highway System ® S620B, 37yr US Railroads $550B, 71yr $500B- F-35 Program $400B, 25yr (to date) $250B - $O Apollo Program $257B, 14yr Marshall Plan $170B, 4yr Manhattan-Project -$36B,Syr- 10 20 International Space Station $150B, 27yr- 30 40 Years from start of program 50 60 70 Sources: Company reports, Epoch AI • FHWA • NASA • CRS • GAO • Brookings Al capex = estimated data-centre share of global reported capex at the big-5 US hyperscalers (Amazon, Microsoft, Alphabet, Meta, Oracle; Epoch AI+ Platformonomics). Assuming DC share scales from +55% in 2020 to =80% by 2026. Excludes Chinese hyperscalers. All costs in 2024 dollars.
Absolutely insane numbers on data center buildout. I haven’t vetted these by they’re about right based on memory/back of the envelope.
The retailer I get the most questions about from friends and readers is Quince, and it's not close. It carries everything from cashmere sweaters to American-made sofas to Dom Perignon champagne, most of it super cheap. I finally wrote about what Quince is up to. 🎁: www.bloomberg.com/news/article...
I have said it before and I'll say it again: Oregon's news climate has been absolutely decimated. This leaves Douglas County with no newspaper in an area of the state that already had very few reporters.
www.oregonlive.com/business/202...
Google’s Oregon data centers drank a lot more water in The Dalles last year – they now use 40% of all the city’s water, and climbing.
City leaders and conservationists disagree about the implications of Google’s enormous thirst.
But they agree the company’s secrecy continues sowing distrust.
Microsoft's internal AI model development target, now that they're free of the "no AGI" clause in the OpenAI deal: "state-of-the-art across all the modalities" by next year.
www.bloomberg.com/news/article...
Once a week, she chairs a call with senior leaders about how to distribute the company’s most precious commodity: computing power — especially the pricey Nvidia chips that provide much of it. No one can get enough. OpenAI needs those Nvidia chips to back ChatGPT and help train new models. Internal teams need them to power AI features in Office and to build their own AI models. Salespeople want to rent out servers to customers, but Hood has expressed skepticism that such deals are sufficiently profitable or reliable and often prefers to allocate the computing resources to Microsoft developers.
The most important gathering in the AI industry you didn't know about: Microsoft's weekly meetings to allocate computing power.
Amy Hood, Microsoft's longtime chief financial officer, has long operated more like a chief operating officer. In the AI age, that brings a lot of sway over the enormous checks the company is writing: www.bloomberg.com/news/feature...
Microsoft is in talks with Chevron to take the power generated by a planned enormous natural gas plant in West Texas. For, yep, a data center: www.bloomberg.com/news/article...
Amazon vs. Walmart, a rivalry playing out in America's hinterlands: www.bloomberg.com/graphics/202...
How many Copilots are too many Copilots? www.bloomberg.com/news/newslet... via @austincarr.bsky.social
Microsoft is smooshing its Copilot (consumer) and Copilot (workplace) teams, and in all likelihood the products, together: www.bloomberg.com/news/article...
“I imagine very soon there is going to be a medical superintelligence available to everybody at their fingertips, 24 hours a day, providing you that perfect, personalized, synthesized nugget of health information." www.bloomberg.com/news/article...
The FCC chair had some words for Amazon and its Leo satellite effort: www.bloomberg.com/news/article...
Microsoft's enormous and enormously successful workplace apps bundle: Now with more AI. www.bloomberg.com/news/article...
website search bar "Popular right now" men clothes for men / hot outfits for women cloud couch sectional / kids girly trendy stuff vibration toys / baddie outfits for women large boneless couch / nail tech stuff couches cheap / babydoll nightie sleepwear
men clothes for men
A dialog box titled "Information" empty white space where said information should be buttons for "Continue" or "Cancel" below
today's popup
Announcing: The New Scratch, on yellow background, with a group photo of four women in front of a brightly painted wall. Subscribe at Talkscratch.com
I'm so thrilled to be a part of this badass group of writers bringing back Scratch, a newsletter about how your favorite writers are surviving (or not).
I mean, look at these amazing HUMANS I GET TO WORK WITH ON THIS NECESSARY WORK!?!? Subscribe here! www.talkscratch.com
Communicating about pleasant, low-stakes (?) things over a beer in a transit hub. Basically perfect.
Anthropic, which is resisting Pentagon demands for unrestricted use of its AI services, has the support of a coalition of Big Tech employee groups. They're asking their employers - including Amazon, Google, Microsoft and OpenAI - to take the same stand: www.bloomberg.com/news/article...
Amazon, a company that historically sat out Big Tech-sized investment deals, is putting $50,000,000,000 into OpenAI:
www.bloomberg.com/news/article...
David Luan, an Amazon aquihiree and one of the company's most prominent AI leaders, is leaving: www.bloomberg.com/news/article...
Jurrasic Park game pieces featuring Wayne Knight as Dennis Nedry
In this house? We remember 🙏
copper!
artist ran out of steam doing the 'silver' in Arizona. Lil gleaming bar soaps.
Game board of the United States covered in mostly and agricultural trade goods. California: the land of fish, gold and oranges. Etc
The etc:
board game box GAME OF THE STATES WHO SELLS THE MOST FROM COAST TO COAST?
Today's thrift find
