Limitless Podcast The $10T AI Scaling Race: Who's Winning, And Who's Certain To Lose
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Sep 26, 2025 A staggering $1 trillion has been pledged in the race to power AI, igniting a true technological arms race. Key players like XAI with Colossus 2 and OpenAI's strategic partnerships are making waves, while NVIDIA's $100 billion investment looms large. Europe struggles to keep up, and China rapidly bolsters its GPU capabilities. The discussion also dives into whether we're witnessing an AI CapEx bubble or a transformative investment era. With infrastructure critical, the pressure to deploy meaningful compute is on!
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Compute Scale Determines Frontier Leadership
- Compute scale (gigawatts of power) is the core determinant of frontier AI progress.
- XAI's Colossus 2 showcases ultra-fast physical data-center build and vertical integration advantages.
Vertical Integration Enables Faster Scaling
- Vertical integration and manufacturing skilllet give XAI a decisive speed advantage.
- Tesla megapacks and in-house chips reduce deployment friction and grid issues like power jitter.
Build Fast, Not Just Announce Big
- Prioritize rapid deployment over headline funding promises to win the compute race.
- Build and launch infrastructure quickly rather than only announcing large capital commitments.