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Ongoing case

What the AI buildout costs and needs

4 stories since 1 Oct · Ongoing · last update 11 Oct

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The timeline · 4 stories

Newest firstFrom the beginning
  1. 11 Oct Money and compute How a gigawatt of power relates to the size of AI data centres Money and compute SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year
  2. 4 Oct Money and compute Amazon says it dropped nondisclosure agreements with agencies on data centres and will add over $1 billion in five years.
  3. 1 Oct Our first storyMoney and compute Nvidia’s board authorised another $150 billion of buybacks, leaving $235 billion remaining.

It began before we started covering it.

Ongoing case

What the AI buildout costs and needs

4 stories since 1 Oct · Ongoing · last update 11 Oct

Request a follow-up

What the labels mean From the beginning

  1. 11 Oct

    Money and compute How a gigawatt of power relates to the size of AI data centres Money and compute SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year

  2. 4 Oct

    Money and compute Amazon says it dropped nondisclosure agreements with agencies on data centres and will add over $1 billion in five years.

  3. 1 Oct

    Our first story Money and compute Nvidia’s board authorised another $150 billion of buybacks, leaving $235 billion remaining.

  4. Our first story
    It began before we started covering it.

What the labels mean

Ordinary updates have no label. Our editor confirms every 'Turning point'.

Our first story
The first story we published about it. The events started earlier.
New model
A model we had not seen before.
New version
An upgrade to a model that already exists.
Built on a model
A product or feature that runs on the models.
Price change
What it costs to use went up or down.
Outside test
Someone other than the maker measured it.
Safety finding
A risk reported by a safety institute, a researcher or the maker.
Rules and courts
A government, regulator or court acted on it.
Retired
A model or service shut down, or given a date to.