State of AI, Datacenters and AI Capex
AI 2027, OpenAI shenanigans of AGI marketing, Standford AI Index 2025 conclusion and Datacenter report. Nvidia's stock and,are tariffs hurting the great datacenter boom?
Welcome Back,
Today I want to cover some reports I’ve been reading and talk to you about the state of AI Datacenters. Also in case you missed it, view my 2025 articles so far. I want to be providing the most value to my readers that I possibly can.
In case you Missed It (ICYMI)
My short wrap-of of recent AI News bundled here for quick consumption: 4-min 33 seconds:
In 2021, a researcher named Daniel Kokotajlo published a blog post called “What 2026 Looks Like”, where he laid out what he thought would happen in AI over the next five years. Daniel worked as a governance researcher at OpenAI on scenario planning. More recently he’s teamed up with Scott Alexander (read their introduction) and others and they have released quite a weird almost sci-fi AI 2027 project.
The Super-Intelligence Threat of 2027
The result of their collaboration is “AI 2027,” a report and website released this week that describes, in a detailed fictional scenario, what could happen if A.I. systems surpass human-level intelligence — which the authors apparently expect to happen in the next two to three years.
AI 2027 is a “comprehensive and detailed” (and hopelessly accelerationist) scenario forecast of the future of AI. It comes from a tradition of LessWrong1 thinkers, and former OpenAI employees who appear to have AGI talking points and for whom Darkesh (the viral YouTuber) appears to act as a PR booster. Podcasts here and here.
Animation source: Jacqui VanLiew; Getty Images, via Wired.
“We’re exploring the frontiers of AGI, prioritizing readiness, proactive risk assessment, and collaboration with the wider AI community.” — Google DeepMind
Google also recently released a paper around AGI risks and mitigating them, trying to frame itself as taking a responsible approach to AGI, remarkably and seemingly inspite of Google decision to reverse its ban on AI weapons!
Meanwhile Microsoft quickly fired employee activists who interrupted Mustafa Suleyman (formerly known for bullying subordinates) at their 50th Anniversary celebration. Feel the AGI! Ilya must be feeling it, where SSI somehow has a $30 Billion valuation.
Setting the Record Straight
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