EV Daily: From GPUs to Gigawatts
This is EV Daily #1 – built for those who can’t afford to miss the signal. Lead story: From GPUs to GigawattsCoreWeave’s $9 billion all-stock acquisition of data center operator Core Scientific is yet another sign that access to electrons is as strategic as access to GPUs. The deal gives CoreWeave, a neo-cloud company focused on GPU infrastructure, control over 1.3 gigawatts of power – enough to run a million US homes, with room to add another gigawatt. That cushions it against energy price volatility and landlord fees. The main hyperscalers like Amazon, Google and Microsoft, are on a parallel track. They’re hoarding physical capacity to protect against future supply constraints. It’s a familiar pattern: railroads needed land, cloud computing needed fiber, and now AI infrastructure needs vast, stable power. In the exponential age where compute demand outpaces supply, owning tomorrow’s terawatts may matter more than having the smartest model. Bloomberg #Infrastructure Key signals, quick scanA 30-second scan of four secondary signals that hint at where the curve is bending.
Tool of the week: Claude-in-ClaudeOne tool, workflow or prompt to get you AI-proficient. You can now spin up interactive tools, apps, and content inside a Claude chat, complete with live Claude API calls baked in. It’s a powerful way to build and iterate fast, especially when you need to test an AI idea or share a working prototype with your team in minutes. Here’s one prompt you can use to build an app that generates different personas to explore your business question:
The real value isn’t the app itself but the rapid, iterative development process. In my first prototype, Steve Jobs ended up just talking to himself. The second version sparked an argument between Jobs and Aristotle (Jobs thought Aristotle was conflating perfectionism with excellence). By the third iteration, they were genuinely bouncing ideas off each other in a collaborative way (you can try it here). Was this email useful? Thanks! Want to share this with someone like you? Forward the email. Want to opt out of the daily emails? Follow these steps. You're currently a free subscriber to Exponential View. For the full experience, upgrade your subscription. |
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