Ethan B. Holland

Image created with Gemini. Image prompt: A large circular silicon wafer built from a grid of slightly mismatched and overlapping square photo panels, each panel a hand-drawn view of the same square chip die from a marginally different angle, with turquoise and lawn green circuit traces and hot yellow contact pads, resting flat on a terracotta pink workbench under even white noon light. Flat saturated acrylic color, hard-edged shapes with no shading, visible tablet-drawn digital stroke, cheerful and plainspoken composition with generous white space.

China Plans $295 Billion Investment to Build Nationwide AI Data Centers – Bloomberg
https://www.bloomberg.com/news/articles/2026-06-09/china-prepares-295-billion-plan-to-fund-nationwide-ai-buildout

Google and Nvidia Consider Intel as Backup Chip Manufacturer — The Information
https://www.theinformation.com/articles/google-nvidia-consider-intel-backup-chip-manufacturer

OpenAI weighs Nvidia-backed lease for 10 GW Ohio data center campus | Network World
https://www.networkworld.com/article/4183513/openai-weighs-nvidia-backed-lease-for-10-gw-ohio-data-center-campus.html

Opinion: Here are all the red flags in the SpaceX IPO – MarketWatch
https://www.marketwatch.com/story/here-are-all-the-red-flags-in-the-spacex-ipo-7c55b31e

SpaceX IPO: 8 Things To Know Before It Goes Public
https://www.forbes.com/sites/investor-hub/article/spacex-ipo-things-to-know/

SpaceX’s IPO Filing And Some Interesting Points
https://www.forbes.com/sites/eriksherman/2026/05/23/spacexs-ipo-filing-and-some-interesting-points/

Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale →
https://x.com/SpaceX/status/2064099405758906727?s=20

Try the new console experience in Amazon Bedrock, optimized for Anthropic- and OpenAI-compatible APIs | AWS News Blog
https://aws.amazon.com/blogs/aws/try-the-new-console-experience-in-amazon-bedrock-optimized-for-anthropic-and-openai-compatible-apis/

Anthropic weighs building its own AI chips, sources say | Reuters
https://www.reuters.com/business/anthropic-weighs-building-it-own-ai-chips-sources-say-2026-04-09/

🎉 Meet vLLM-Omni v0.22.0, a major upgrade for omnimodal world models and production-grade multimodal serving. 🌍 Day-0 @NVIDIAAI Cosmos 3 world models: text, image, audio, video, and action, in and out. 🤖 Robot serving: DreamZero + OpenPI realtime API. 🎙️ Production TTS:
https://x.com/vllm_project/status/2064013506882703421

The AI boom has doubled computing infrastructure’s share of US GDP. Investment in AI-related data center construction, compute hardware, and networking equipment accounted for ~0.8% of US GDP in Q1 2026, driving computing infrastructure as a whole to ~1.5% of GDP.
https://x.com/EpochAIResearch/status/2062933470373146828

UK sets out $1.5 billion AI hardware plan with supercomputer, chip funding | Reuters
https://www.reuters.com/world/uk/uk-sets-out-15-billion-ai-hardware-plan-with-supercomputer-chip-funding-2026-06-08/

xAI is looking more like a datacentre REIT than a frontier lab – Martin Alderson
https://martinalderson.com/posts/xais-new-rental-business/

Excited to show results of the first steps towards automated AI research at @Recursive_SI. The same general system achieved state of the art on @NVIDIAAI’s SOL-ExecBench GPU Kernel Optimization, nanoGPT Speedrun, and @karpathy’s NanoChat autoresearch benchmarks.
https://x.com/_rockt/status/2065061990800802249

for those keeping track at home it was 34 days between signing this deal and launching Mythos-class model GA to the world.
https://t.co/J1dZDZcxMu building on @nvidia stack means you can just do things™.
https://x.com/swyx/status/2064421542503797186

GPU MODE has powered much of the public GPU kernel work online, with a permissive license from day one and generous credit from researchers, NVIDIA, AMD, and others. Today we’re moving our datasets to the Researcher Reciprocity License.
https://x.com/marksaroufim/status/2064442386374369597

OpenAI in Talks to Lease 10 Gigawatt Ohio Data Center with Backing From Nvidia — The Information
https://www.theinformation.com/articles/openai-talks-lease-10-gigawatt-ohio-data-center-backing-nvidia

Quantum X Labs and IQCC, a Quantum Machines Company, Sign Strategic Collaboration Agreement to Evaluate AI-Based Quantum Error Correction on Quantum Infrastructure | Markets Insider
https://markets.businessinsider.com/news/stocks/quantum-x-labs-and-iqcc-a-quantum-machines-company-sign-strategic-collaboration-agreement-to-evaluate-ai-based-quantum-error-correction-on-quantum-infrastructure-1036235241

The pessimistic framing of Moore’s law: every 18 months, the value of computation halves.
https://x.com/dwarkesh_sp/status/2063274857912221844

Nemotron 3 Ultra came out this week with a bumper tech report. Here’s a deep dive into its post-training specifically. This post walks through the core steps of post training
https://x.com/ben_burtenshaw/status/2062902364525244572

Demonstrating real-time and low-latency quantum error correction with superconducting qubits | Nature Communications
https://www.nature.com/articles/s41467-026-73331-6

Inside SpaceX’s Orbital Economy: AI Data Centers And Wireless Power
https://www.forbes.com/sites/jamiecartereurope/2026/06/11/inside-spacexs-orbital-economy-ai-data-centers-and-wireless-power/

Oracle shares tumble 8% on increased capital raise, cash concerns
https://www.cnbc.com/2026/06/11/oracle-shares-tumble-11percent-on-increased-capital-raise-cash-concerns.html