we are very much in the industrialization era of AI.
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ai data centers in space
china buying H200s
tsmc capacity at breaking point
nvidia supply sold out
elon building his own fab
42MW supersonic gas turbine data centers
$52B tpus bought by anthropic
claude, , chatgpt users and usage record highs
HBM prices sky-rocketing
nvidia rubin vs. google tpu v8
we are very much in the industrialization era of AI.