Aris
@aris32
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AI Infrastructure and Architecture
London, Athens, Europe
Joined March 2008
Altman's right - Superintelligent AI leadership CxO don't do charisma theater. They do results. The politics-networking-image game is over. Competence only. Finally, the era of empty suits ends. Game-changer. #AI
“If we are right by the end of 2028…a Superintelligence at some point in its development curve would be capable of doing a better job of being a CEO of a major company than any executive, certainly me” - Sam Altman
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What do we see here: Extreme concentration of value in AI-driven U.S. technology companies #AI tech supremacy: #Nvidia's lead reflects its central role in AI chips. The "Magnificent 7" (Nvidia, Apple, Microsoft, Alphabet, Amazon, Meta, Tesla) still own the top spots, but with
Top 10 Largest Companies by Market Capitalization 🇺🇸 Nvidia — $4.47T 🇺🇸 Apple — $3.57T 🇺🇸 Microsoft — $3.14T 🇺🇸 Alphabet (Google) — $2.42T 🇺🇸 Amazon — $2.60T 🇺🇸 Meta — $1.79T 🇸🇦 Saudi Aramco — $1.73T 🇺🇸 Tesla — $1.58T 🇺🇸 Berkshire Hathaway — $1.26T 🇹🇼 TSMC — $1.03T
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Why I Switched My AI Agent from Opus to Haiku (And It Got Better), by @joozio
thoughts.jock.pl
And cheaper!
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The OpenAI mafia: 18 startups founded by alumni https://t.co/3LGWGVHt4e via @techcrunch
techcrunch.com
The OpenAI mafia: 15 of the most notable startups founded by alumni
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Space Data Center Race Heats Up as AI Infrastructure Hits Earth-Bound Limits - orbital data centers as an emerging frontier in global tech rivalry—particularly between China and the West—driven by AI's insatiable infrastructure needs, though still nascent and facing significant
en.sedaily.com
The surge in artificial intelligence computing demand has pushed terrestrial data centers to their structural limits in power supply, cooling capacity, and site
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Let's retire the overpromising "sovereignty" label for what it mostly is today: a regulated, localised layer on top of global (US-dominated) foundations. Call it "European AI resilience," "strategic compute autonomy," or simply "GDPR-powered AI infrastructure." Sovereignty as
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The heavy emphasis on accessible, LLM-focused up-skilling, like prompt engineering, tool usage, and basic generative AI workflows risks widening a critical gap in deeper technical capabilities. This could accelerate the AI/ML talent shortage faster than anticipated,
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#AI infra demand forecasting is more like predicting tornado paths in a chaotic storm system than drawing a straight-line trend from past usage. You can model trends probabilistically and run scenario branches all day, but nailing exact timing or scale? Practically impossible.
The Data Center Gold Rush: When Infrastructure Hype Outruns Reality We’re watching a modern-day land rush play out in real time: AI-driven data center expansion is accelerating so fast that the story is starting to write itself, whether the underlying demand is fully proven or
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AI is exploding US data center power demand from ~30 GW in 2025 to 90+ GW by 2030 (22% CAGR). Hyperscalers will own/lease ~70% of it. Big shift ahead, inference workloads overtake training by 2030 (>50% of AI compute, 35% CAGR), pushing modular, latency-sensitive designs near
mckinsey.com
AI workloads are reshaping data center economics, power planning, and leasing decisions. Their influence is already evident across most new builds and will only intensify.
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I have created my own python script to cleanup my X followers/following lists. I was under the impression that X would still allow some free access to the API for a small scan as I only have a few (followers/following). WRONG....! I run my script and got the "402 Payment
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Google's new AI threats report warns adversaries are ramping up misuse: distillation attacks steal model IP, experimentation powers ops like AI malware and jailbreaks, and integration embeds AI across the full attack chain—from recon to phishing and agentic tools wielded by state
cloud.google.com
John Hultquist details what security leaders should know from our newest AI threat report on experimentation, integration, and distillation attacks.
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$1.6 TRILLION in AI contracts is an impressive number but also a scary one. Backlog or Remaining Performance Obligations (RPO) isn't earned money. It's a contractual promise of future cash flow from signed cloud/AI deals. A surging backlog signals that AI demand is real. But
advisorperspectives.com
If inquisitive investors wanted to measure the demand for AI with some actual numbers, one place they might look on the balance sheet is the line reading “remaining performance obligations,” known...
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4 EU governments have decided to switch to European AI. - Luxembourg - Germany - France - Netherlands They are supporting European technology, sovereignty, data security, and economic growth. Did you make the switch yet?
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Blockchain Goes Big: FedEx Joins Google And IBM On Hedera Council via @forbes
forbes.com
Blockchain goes mainstream as FedEx joins Google, IBM, and Boeing on the Hedera Council. JPMorgan and Visa prove distributed ledger tech is now essential infrastructure.
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Sovereign AI isn't about isolation, it can be collaborative. A recent World Economic Forum article highlights how shared AI infrastructure (pooling compute, data, and connectivity) can empower more economies, especially developing ones, to build genuine AI capacity while
weforum.org
Shared AI infrastructure can enable sovereign AI if we focus on making it trustworthy, argues a new report.
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“superhuman intelligence” 🇬🇧 #AI
BREAKING: Sequoia (@sequoia) leading the largest European seed round of all time with $1B at $4B valuation. David Silver, one of Britain’s top AI researchers, left Google DeepMind late last year to launch the London-based start-up Ineffable Intelligence. He aims to build
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