AI in Flow
SpaceX’s 40bn GPU bet, AI-fuelled cyberattacks, and the race to power data centres
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Claire and Peter break down what today’s headlines reveal about the real constraints shaping AI. SpaceX secures 40 billion dollars in debt financing for Nvidia GPUs, with deliveries not expected until 2027, highlighting how access to compute is increasingly defined by capital and lead times. In Japan, a surge in cyber incidents shows how AI is accelerating vulnerability scanning and phishing,…