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Articles about Data centers from podcasts, articles and papers, with links to the original sources.
On Moonshots, the panel picked apart a rental index showing H100 prices rising 22% in a single month to $3.28 per GPU-hour. Dave called it a reversal of a lifetime of chip depreciation; Emad Mostaque explained why better models make the same old Hopper worth more; and the warning for companies was that the compute they assume will be there later is already sold out.
On Moonshots #288, a 4 a.m. chart about DeepSeek's new V4.1-Flash model sent the panel from cache statistics to the shopping list for an AI data center. DeepSeek says the model's lookup memory needs a quarter of the expensive high-bandwidth memory and an eighth of the SSD cache storage of its previous generation. The panel's argument was about what that does to a buildout in which, by one panelist's estimate, 40% of American capital spending goes to that one component.
On Moonshots, Dave describes a hire in his early twenties who runs his agents entirely by voice, and argues the goal is to manage swarms rather than lean on a single copilot. The panel's optimistic jobs roundup runs straight into Emad Mostaque's warning that today's hiring is "the turkey before Thanksgiving" and Alex's view that every profession, trades included, is only a question of sequencing.
On September 3, Senator Bernie Sanders and Representative Greg Casar announced legislation to permanently prohibit superintelligent AI and pause advanced development; a day earlier the White House reported unanimous G20 agreement on a non-binding, innovation-first framework. The Moonshots panel rejected the bill's single human-level threshold, then spent the rest of the segment arguing over what a credible middle position would be: universal chip logging, open weights, and a right to compute.
OpenAI has proposed ending the agreement that supplies its models to Cursor, now owned by SpaceX, on 12 November. On the Moonshots panel, one guest read the move as OpenAI betting on its own enterprise stack; another argued the real prize is reasoning traces — the working a model shows while solving a problem. Both explanations lead to the same awkward conclusion: Elon Musk and Anthropic now need each other.
On The Diary of a CEO, David Friedberg argued that open-weight AI models will stop the industry's value from pooling in two or three labs, and wagered that someone with no money today will build a billion-dollar company on a model they downloaded. His case runs through the Netscape era, the fight in Washington over Chinese models, and a proposal that data centers generate their own power and sit in ordinary retirement accounts.
On Moonshots, Peter Diamandis reported back from meetings with SK hynix and Solidigm leadership with a claim that memory, not compute, now limits AI. The panel argued that a changed workload and a supplier industry scarred by past busts are pushing prices up faster than factories can respond — and that the fix may be new chip designs, including etching model weights into silicon, rather than simply paying more.
On Moonshots EP #284, the panel read out the performance figures OpenAI published for Jalapeño, the inference chip it built with Broadcom, and argued that inference is moving off NVIDIA. One panelist went further, imagining an "OpenAI Compute" cloud that rents capacity to competitors — possibly even hosting an Anthropic model. Dave Blundin explained why CUDA no longer locks buyers in at inference time, and why NVIDIA's next defense is the networking between chips.
On Moonshots with Peter Diamandis, the panel read out X's disclosure of a suspected 200,000-account network containing 200 accounts posting claims that AI data centers raise household power bills. The hosts set it against Quincy, Washington, where tax revenue from data centers funded a school and a hospital, and argued for a community bargain: build your own power, make local electricity cheaper, pay for the schools.
NVIDIA reported $96.2 billion in quarterly revenue and guided to $108 billion for the current quarter. On Moonshots with Peter Diamandis, the panel split over what the number proves: Dave Blundin sees a company nobody can avoid, Alex wants to know how much of the demand NVIDIA itself financed, and Salim Ismail would prefer slower growth that markets have time to correct.
On Moonshots with Peter Diamandis, one speaker argued that hyperscalers could win communities over with cheaper power, school programs and better-looking buildings. A fellow panelist replied that the fight has already been politicized beyond what benefits can fix — and the viral water figures at the center of it describe the whole country, not the town being asked to host the building.
On Moonshots EP #283, Peter Diamandis introduced a reported $6 billion NVIDIA arrangement with the coding startup Poolside as America's answer to Chinese open models. Emad Mostaque argued the real driver is selling more GPUs, while Alex and Dave disagreed about whether licensing-and-hiring deals exist to dodge antitrust review or simply to hire fast — and what happens to the half of Poolside that stays behind.