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Open →Epoch AI, Jun 2025 – U.S. ~75% of global GPU compute share (China ~15%)
epoch.ai
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Open →McKinsey: “The cost of compute” — ~$6.7T global data-center capex by 2030; ~$5.2T AI-focused
www.mckinsey.com
Evidence registryArticle
Open →Seoul Turns Texas Gas Power Into an AI-Compute Alliance Rail
South Korea has identified a Texas gas-fired power project as the first investment under its $350 billion U.S. package, according to Yonhap, KBS, Kyunghyang and Reuters reporting. The project is tied to rising Texas electricity demand from AI data centers and…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →Alibaba Turns Hong Kong Equity Into an AI-Compute War Chest
Alibaba announced the pricing of a HK$80 billion placement of 710 million new ordinary shares at HK$112.70 each, with closing expected on August 26, 2026, subject to customary conditions. The company said 100% of net proceeds will go toward full-stack AI capa…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →SpaceX Turns Cursor Into the Developer Interface for Its AI-Compute Stack
SpaceX disclosed a June 16, 2026 agreement to acquire Anysphere, maker of Cursor, in an all-stock merger valuing the company at $60 billion. Cursor is expected to become a wholly owned SpaceX subsidiary in the third quarter of 2026, subject to regulatory appr…
AI Industrial Flywheel (⚙️🤖🔥)Topic
Open →Tech, Energy & AI Economy (⚡ or 🧬)
AI infrastructure, data-center power demand, nuclear economics, compute cycles, and the energy engine of the 2030s.
Research avenueTopic
Open →AI Industrial Flywheel (⚙️🤖🔥)
The accelerating feedback loop between compute, energy, capital, and global power — the engine driving the 2020s–2040s realignment.
Research avenueArticle
Open →Super Micro Contractor Turns Nvidia AI Servers Into a China Export-Control Guilty Plea
Ting-Wei “Willy” Sun, a contractor linked to Super Micro Computer, pleaded guilty on October 8, 2026, to four counts tied to an alleged scheme to illegally route AI servers containing advanced Nvidia chips to China. The Justice Department had previously alleg…
U.S. Strategic Posture (🦅🇺🇸)Article
Open →Wall Street Turns Broadcom-Anthropic Chips Into a $60B AI-Credit Test
Bank of America, Citigroup and Morgan Stanley have begun syndicating a record-sized financing package tied to Anthropic’s Broadcom-Google compute stack, according to multiple reports. The structure is reported to include roughly $42 billion of senior secured …
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →Huawei Turns Qualcomm Patents Into a Sanctions-Resilient AI-IP Rail
Huawei and Qualcomm announced a broad multi-year patent license agreement on October 5, 2026, covering 5G, compute, AI and networking technologies. The deal includes cross-licenses and Qualcomm’s planned purchase of certain Huawei U.S. patents, subject to reg…
Global Regimes & Realignments (🌍🧭)