CoreWeave proves Nvidia’s aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy

Michael Burry accused hyperscalers in November of understating depreciation by $176 billion between 2026 and 2028 by stretching GPU useful-life assumptions to five or six years against a chip cadence that now delivers a …

Elon Musk says xAI will increase data center capacity 7x by 2027 — targeting 10 gigawatts of compute, up to $500 billion in revenue by the end of next year

“We have already built the most powerful AI training clusters in the world,” Musk told SpaceX employees at a meeting. “What we expect to do by the end of next year is about 10 times more than what we have done thus far. …