Next Big Future
Coverage of Disruptive Science and Technology
Updated: 5 hours 38 min ago
Microsoft Will Lease 3+ Gigawatts of AI Data Center from SpaceX in 2027
Microsoft has already signed 10GW of AI data center contracts year-to-date for over $300B of total contract value, but those contribute to late-2027 and 2028 capacity, leaving a near-term gap to fill. Semianalysis has calculated the tokenomics of OpenAI and Anthropic at $100 billion per year per gigawatt. Microsoft can also monetize at $100 Billion ...
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Coreweave Leasing AI Data Center Facilities
CoreWeave ahas heavy reliance on leasing (rather than owning) data-center facilities. It uses a standard real-estate technique—capitalizing an ongoing rent stream—to put leased capacity on the same footing as owned capacity for honest cost comparisons. Breaking down the numbers $165/kW/month** is a representative (or modeled) base rent rate for CoreWeave’s colocation/powered-shell leases. 1 MW = ...
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What Contracted Power Actually Means and What is Available for New Contracts
It is a procurement metric, not a sales metric. There are three separate stacks and the industry deliberately blurs them. CoreWeave’s 3.5 GW contracted power and its $99.4B backlog are two different books. How tightly is the second mapped onto the first. They are very tightly, by design, because layer 3 is the collateral for ...
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Semianalysis Agrees With NextBigfuture $300B Per Year for SpaceX by End of 2027
Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 years for $100 billion but not available during the next ...
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Bugtraq Is Back: The Original Full Disclosure Mailing List Is Live Again
Sophia Antipolis, France, 7th August 2026, CyberNewswire
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Elon Said “FEL FTW.” Here’s the Laser That Will Boost Chip Volumes 50X
SpaceX Will push to new technology to improve the most important part of TERAFAB. These are the secrets that will enable 50 times more chips by 2030-2035 and the thousands more by 2040-2045. ASML technology will be taken to the next level. They only replace and improve the light source, which is about half of ...
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Terafab Rendered in a Video
Terafab will close the gap between today’s chip production and the future’s demand — a future among the stars. Terafab Texas will be the largest and most valuable building on Earth by far. And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y — Elon Musk (@elonmusk) August 6, 2026 Sequoia's @shaunmmaguire explains why @elonmusk's Terafab is massively ...
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Prime Intellect Recursive Language Model
Recursive Language Models (RLMs) are a general inference paradigm that treats long prompts as part of an external environment and allows the LLM to programmatically examine, decompose, and recursively call itself over snippets of the prompt. RLMs can successfully process inputs more than an order of magnitude beyond model context window limits and, even for ...
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Hitting and Breaking Limits to Reach Unlimited Recursively Self Improving AI
What a 23% kernel speedup tells us about whether AI can improve itself and how to quantify the gains. In 2025, Google DeepMind’s AlphaEvolve, an AI system that discovers algorithms, found a way to make a FlashAttention kernel run 23% faster. This was a great result but it was not the beginning of a runaway ...
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SpaceX Pays Off a Data Center in 9 Months
When does revenue growth and profits overtake AI capex spending ? I have run numbers on the fastest AI data center builder. The faster you can build, then the faster you can monetize and get to profits.
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Understanding Different AI Data Center Leasing Prices and Categories
The high $50 Billion per GW lease rates for xAI/SpaceX Colossus and similar premium, immediately available AI clusters are for scarce of ready-to-use, large-scale coherent GPU capacity. Kevin Pathrath’s is wrong about a conspiracy. He is comparing against different types of data center. The $2.7M/MW ($2.7 billion per gigwatt build figure is shell-only and brownfield. ...
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Self Improving Harness – Self-improving coding and research agent
Prime Agent is an open-source self-improving coding and research agent (harness) released by Prime Intellect on August 5, 2026. It is built for coding workflows and long-running autonomous tasks. It combines a Recursive Language Model (RLM) runtime with a Continual Harness, emphasizing token efficiency and expressiveness through programmatic tool calling, treating context as a variable, ...
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Are Top AI Talent Leaving Google to Apply AGI and ASI for Giant Leaps in Science
Demis Hassabis is changing to a new role as Chair of Google DeepMind & Chief Scientist of Alphabet. This will allow him to focus on long-term strategy, and accelerating scientific breakthroughs, including leaning into my work at Isomorphic to help cure disease. koraykv will be stepping up to lead Google DeepMind as SVP, alongside @joshwoodward ...
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LIVESTREAM – After Predicting the SpaceX Q2 Earnings- What Happens in the Next 18 Critical Months
I Predicted SpaceX Q2 Earning $100B ARR, 2+ GW 2026- NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or more versus a pure long-term $35–50B locked-rate case. Risks remain execution on power reliability/permitting, utilization, and any broader rate compression, but the combination ...
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New Research: The Confidence Gap Between CISOs and Their Boards Is Real, and It’s Measurable
Las Vegas, United States, 5th August 2026, CyberNewswire
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Uppsala Security Becomes First Blockchain Intelligence Company to Join Cyber Threat Alliance
SIngapore, Singapore, 5th August 2026, CyberNewswire
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SpaceX $100B ARR Yearend 2026 Guidance Over My $96 Billion ARR Bull Case
SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a video that indicated that SpaceX would add up to $36 billion per year of new ...
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The AI 2027 Super AI Takeoff Scenario is Tracking to 2028-2032
The AI2027 superAI scenarios are tracking a bit slower but we are still heading quickly to SuperAI. Risk milestones are arriving ahead of the capability milestones that were supposed to produce them. There is a AI2027 tracking website and they observed capability predictions were running a bit behind but the SWE Verified benchmark caught up. ...
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SabPaisa Partners with AccuKnox for Zero Trust AI-Powered Cloud Security to Secure Its Payments Platform
CALIFORNIA, USA, 2nd August 2026, CyberNewswire
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If AI Gives Everyone the Same Financial Insights
When AI compresses the information edge and hands everyone roughly the same high-quality financial insights, pure “knowing more” stops being a reliable source of alpha. The remaining edge shifts to the parts that are still scarce. Judgment under uncertainty, creative synthesis, structural positioning, behavioral discipline, and the ability to act when others cannot. The Ken ...
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