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207 stories

AI Data Center Guarantee Tracker: Nvidia, Meta, Google
AI

AI Data Center Guarantee Tracker: Nvidia, Meta, Google

A maintained record of disclosed AI data center guarantees: Nvidia's $105B residual value guaranties for OpenAI's Ohio campus, Meta's $41B across two ventures, and Alphabet's $43.8B of credit backstops, each traced to its filing.

Daniel Reyes · August 19, 2026

What Is the AI Layoff Trap? The Wharton Paper Explained
AI

What Is the AI Layoff Trap? The Wharton Paper Explained

A viral thread says two economists proved AI will destroy the economy. The AI Layoff Trap says something narrower and more useful: automation overshoots because each firm keeps the savings and shares the demand loss.

Daniel Reyes · August 17, 2026

The AI Cold War: Pax Silica vs WAICO, Explained
AI Policy

The AI Cold War: Pax Silica vs WAICO, Explained

Two viral maps framed Pax Silica and WAICO as a new cold war over AI. One bloc is organizing hardware, the other legitimacy, and the analogy only half holds.

Priya Raman · August 15, 2026

What Is GPU-Collateralized Debt? Nvidia's $500B Deal
AI

What Is GPU-Collateralized Debt? Nvidia's $500B Deal

A definitional explainer and maintained record of AI infrastructure credit: how GPU-collateralized neocloud loans are structured, how one earned an investment-grade rating, and how Nvidia's $105 billion residual value guaranties for OpenAI's Ohio campus differ from lending against chips.

Daniel Reyes · August 14, 2026

What Is OpenAI Astra? The Multi-Agent AI Model Explained
AI

What Is OpenAI Astra? The Multi-Agent AI Model Explained

OpenAI's Astra, previewed August 1, 2026, is a multi-agent system that solved ten decade-old math problems with Lean-verified proofs for about $2,000 in compute. What it is, what it did, and whether it becomes GPT-6.

Priya Raman · August 10, 2026

Betta SE: Solar Pool Skimming Through Fall Weather
Hardware

Betta SE: Solar Pool Skimming Through Fall Weather

September is the best swimming month and the one most owners give up. How a solar skimmer with a 30-hour battery buffer handles weaker sun and heavier leaf fall.

Marcus Feldman · August 7, 2026

Fauci pleads the Fifth: Rand Paul's contempt vote
Policy

Fauci pleads the Fifth: Rand Paul's contempt vote

Fauci invoked the Fifth 111 times before Rand Paul's committee. The pardon argument, the Lois Lerner precedent, how a contempt referral works, and why researchers care.

Elena Marsh · August 5, 2026

What's the Best AI Presentation Tool for Researchers?
Research

What's the Best AI Presentation Tool for Researchers?

Looking for the best AI presentation tool for research? We compare the options and explain why turning papers, data, and citations into slides needs more than a generic deck-maker.

Priya Raman · July 16, 2026