Fanatics Media

Reuters found $3B+ of Chinese data center projects built on Nvidia chips the US restricts. 😳 One Fujian county named the chips in an $873M proposal. Proposals are just proposals (and not delivery) But nobody's bothering to hide it anymore.

Who is going to tell them?

Kling 4.0 or Seedance 2.5 Which is better for video?

This week Voters rejected or restricted data centers in 40 of 41 local measures. In the same week, SoftBank took a $3.7 billion hit on power equipment it’s already paid We’ve spent years obsessing over who has the most NVIDIA chips. But what good are those chips if you can’t get a data center approved or enough electricity to run them? You can’t outspend a power grid that you can’t access. And you can’t ignore communities that don’t want another massive data center in their backyard. I keep saying it louder, Power is the constraint not the chips.

A bitcoin miner just signed a $28 billion deal with an AI lab. The lab is bringing the chips. So what does the miner have that’s worth a 15-year lease? That’s one question in Issue 20 of AgentShock. I also get into why Goldman took coding agents away from its bankers, why Uber is negotiating with AI assistants after they booked just four rides, and how Amazon lost a data center vote by nearly four to one. The numbers tell a stranger story than the headlines. Read Issue 20: [link in the comments]

Google switched Gemini on for many K-12 students in August. Now Gemini and Search are off by default for student accounts until schools opt in! 150 million Classroom users. Then a rug pull reversal 😁 #AI #EdTech

Since Sep 2: 16,794 MW of AI data centers announced. But only 81.4 MW have been energized. Same board: 16.3T tokens a day through the top ten models, 84% of them Chinese labs. The agents are compounding. The grid is falling behind. AgentShock 019 is out. #AIAgents #DataCenters

A person with ALS just communicated at 75 words per minute using nothing but their brain. No keyboard. No speaking. Just thoughts they converted into words. Neuralink says its implant achieved this in the first week, with only a 5.8% error rate across 125,000 words. The results haven’t been independently verified yet, but imagine what this could mean for people who’ve lost their ability to speak. Pretty incredible.

Humans needed

The biggest Nvidia customer just hedged: * Oracle expands Vera Rubin to multi-gigawatt scale * Google TPUs offered on Oracle cloud for the first time * Cerebras and SambaNova inference chips coming too * Oracle’s own Acceleron chips replace some Nvidia networking * Capex target still about $90–95B My take: Training is Nvidia’s. Inference is up for grabs, and buyers know it. The multi-vendor shelf is the new moat for clouds. If you rent compute, are you locked to one chip, or can you move workloads?

The humanoid market’s first real volume is coming: *Agile Robots: 1,000–2,000 compact humanoids next year *Production starts end of 2026, ships early 2027 *Runs Nvidia Isaac GR00T on Jetson Thor *Target buyers: universities and corporate labs *Meanwhile ANYmal X is inspecting oil and gas sites for Equinor My take: Labs buy hardware to build the software that makes factories viable. That’s how this works. It’s slower than the demos, but at least it's real #Robotics #Humanoids

That’s a pretty big disagreement to build a career around. Jeff Bezos thinks AI is more likely to help save us than destroy us. Stephen Hawking warned it could become the worst thing to happen to humanity. I pulled together 15 predictions from 2016 through 2026, with the names, dates, and timelines attached. Same technology. Very different futures. Which prediction do you buy? And which one do you think will age terribly? 👇 The infographic puts them side by side.

Whoa... OpenAI says it’s building a humanoid robot. Demo targeted for 2027. I assumed the LLMs would stay in the cloud. Apparently, the brain wants a body, and Tesla just got some real competition (albeit well behind). #Robotics #OpenAI

The More Autonomous the AI Agent, the More Humans It Takes to Approve It

Promise Robotics signed a multi-year deal with D.R. Horton for 1,250+ US homes, built in a factory. We’re all watching the robot boxing and backflips, but the money robots are all bolted to a floor. #Robotics #PhysicalAI

Amazon just signed a 20-year deal for 190MW from Calvert Cliffs nuclear. They are not building a new reactor. It's an existing one. Most are still talking about SMRs. The hyperscalers are quietly buying the plants with power built in. You should be buying the the old Bitcoin mining farms in droves. You'll make a killing. #AIInfrastructure #Nuclear