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  1. SemiAnalysisOpinion
    AI score60

    SemiAnalysis predicts 50GW of new global data center capacity in 2027

    SemiAnalysis predicts that global data center new capacity will reach 50GW in 2027, equivalent to the entire cumulative global market before 2024 being built within a single year. Its data center industry model shows that 60GW is currently under construction, of which more than 24GW is in the late stages of construction, with most to be delivered in 2027; so far in 2026, just under $1 trillion in data center leases have been signed, providing funding support for construction in 2027 to 2028. The report also mentions that prefabricated modular design has compressed the construction cycle to under 10 months, and holds that the power problem has been largely solved through means such as self-built generation, with the new bottleneck in 2027 to 2028 potentially shifting to memory and logic chips.

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  4. HuxiuOpinion
    AI score60

    Where the money of the top 100 US VCs and CVCs flowed in the first three quarters of 2026

    In the first three quarters of 2026, global startup funding reached $679 billion, a record high for the same period, of which US companies took about $515.8 billion, up about 44% year over year. Tracking 100 US VC and CVC institutions, the report finds that capital is shifting from picking winners to directly purchasing capacity such as data centers, GPUs, power, and defense contracts, with 27 billion-dollar financings in Q3. Corporate venture capital already accounts for 87.9% of the amount of US AI venture deals; among the 25 VC sample, the top 10 companies by amount took 39.2% of funding, and the average deal size of $137 million is 5.7 times the median of $23.98 million.

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  5. Import AIOpinion
    AI score62

    Jack Clark says in IMF speech that the singularity has already begun

    Anthropic co-founder Jack Clark delivered the Per Jacobsson lecture on October 17 at the IMF meetings in Bangkok, saying that this year has brought convincing evidence that the singularity has already begun and that AI is autonomously producing results in frontier science. He cited Humanity's Last Exam's top score rising from 8% in January 2025 to 67.7% for Claude Opus 5.5, and FrontierMath rising from 2% to 94%, and cited TheoPhysEval, in which GPT-6-Astra's score rose to 98% (49/50) after experts corrected the answers. Citing Anthropic's internal modeling, he said that if models can autonomously complete a wide range of tasks and spread rapidly, U.S. GDP could reach $44 trillion by 2030, and he called on countries to expand computing power, electricity and scientific research robotics facilities, while maintaining strict human oversight in areas such as biological research.

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  18. Fortune TechOpinion
    AI score53

    Morgan Stanley says Nvidia will depend on AI infrastructure spending for 91.7% of its 2027 revenue

    A report released by Morgan Stanley on October 15 estimates that 91.7% of Nvidia's 2027 revenue will come from AI infrastructure demand, the highest share among the companies it covers, above Vertiv's 90% and Broadcom's 81%. The report projects that hyperscale cloud providers and AI cloud service providers will spend $1.58 trillion in 2027, with nearly $700 billion flowing to Nvidia, while SpaceX and AWS together account for about 54% of Nvidia's hyperscale customer revenue. The report also lists risks: 2027 will see the largest cash flow gap in the forecast period, U.S. data centers will face a 32-gigawatt power shortfall by 2028, and data center restrictions have also become a midterm election issue.

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