Data-driven theoretical technologist exploring digital infrastructure and emerging technologies.🤯 Chief Technoking at Rath Consulting.
USA
Joined February 2007
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Coinbase brings stablecoin payments and custody to community banks and credit unions, in partnership with Moov coinbase.com/blog/coinbase-b…
Microsoft plans 38 gigawatts of data center capacity by 2032, Bloomberg News reports reuters.com/business/microso…
Morgan Stanley Launches the U.S. Innovation Infrastructure Initiative, Facilitating Approximately $1.5 Trillion to Support America’s Next Era of Growth morganstanley.com/press-rele…
Bloom Energy (BE) Lands $5 Billion AI Power Deal And Wyoming Offtake Project finance.yahoo.com/technology…
Amazon takes on $17.5 billion in new debt as AI spending pushes total borrowing past $225 billion thenextweb.com/news/amazon-1… via @thenextweb
China prepares $295 billion plan to fund nationwide AI buildout, Bloomberg News reports reuters.com/world/china/chin…
John Rath retweeted
Data centers are leveling up
Charts of the Week: a16z.news/p/charts-of-the-we…
Private spending on data centers has eclipsed public spending on transportation
Charts of the Week: a16z.news/p/charts-of-the-we…
John Rath retweeted
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.
This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
Local Sources Report SpaceX May Be Acquiring 136,000 Acres of Louisiana Coastal Marshland research.33fg.com/news/local…
Amazon to Acquire Globalstar and Expand Amazon Leo Satellite Network - businesswire.com/news/home/2…
John Rath retweeted
AI's energy crisis may have a biological solution. The Biological Computing Company is building chips from living human neurons. It says they reach peak model performance 3x faster than silicon. Nat Rubio-Licht went inside their SF lab.
Read the story: thedeepview.com/articles/ai-…
John Rath retweeted
SpaceX
Announcing TERAFAB: the next step towards becoming a galactic civilization nitter.cf/i/broadcasts/1yKAPMzlv…
John Rath retweeted
Put aside the predictions, his skills as an *explainer* of tech were just out of this world — here in front of what was clearly an audience that had minimal experience with PCs at all.
$12 billion Project West in Norwalk, Iowa (just south of Des Moines). The Norwalk City Council voted to acquire 282 acres within a larger area of land being annexed for what officials are calling a major data center project. Microsoft already has a number of data center campuses nearby, so I think this one is not one of the hyperscalers, but perhaps an AI factory. Additional hints given in the news story: “privately funded” and “not asking for any incentives.”
weareiowa.com/article/news/l…
John Rath retweeted
BREAKING: Elon Musk’s companies, SpaceX and xAI, are officially merging.
A newly updated business filing in Nevada list the business name as K2 MERGER SUB 2. K2 means Kardashev type 2 civilization 😎
Tesla will now own $2B of this merged company.
Elon Musk plans to merge SpaceX with xAI in a deal that encompasses the billionaire’s increasingly costly ambitions to dominate artificial intelligence and space exploration bloomberg.com/news/articles/…
John Rath retweeted
One Team 🚀
x.ai/news/xai-joins-spacex
Groq and Nvidia Enter Non-Exclusive Inference Technology Licensing Agreement to Accelerate AI Inference at Global Scale groq.com/newsroom/groq-and-n…
Amazon to Build $3B AI Data Center in Vicksburg, Mississippi as Gov. Reeves Proclaims Arrival of the ‘Digital Delta’ mississippifreepress.org/ama…
