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Show Notes
Microsoft Signs $9.7 Billion Deal With Data Center Firm IREN – Bloomberg
All things AI w/ altcap, sama & satyanadella – Halloween Special (YouTube)
Meta bought 1 GW of solar this week – TechCrunch
Microsoft Lays Out Ambitious AI Vision, Free From OpenAI – WSJ
Nvidia’s Strong Results Show AI Fears Are Premature – WSJ
Nvidia relief won’t be enough to dispel tech-bubble angst — TradingView
Google Says New Gemini 3 AI Model Will Better Understand Your Requests – CNET
Google launches Gemini 3 with new coding app and record benchmark scores
Google is winning the AI race, beating Nvidia stock returns
GPU prices are coming to earth just as RAM costs shoot into the stratosphere – Ars Technica
Explainer: Why memory and storage is so expensive (of course it’s AI) – PC Gamer