Mentioned On
Episode Mentions
TBPN · Jul 29, 2026
RSI Is Closer Than People Think, Per Tae Kim
“Named as the party disclosing details of Nvidia's 15-year Texas data center lease, clarifying the $50B FT headline.”
AI Sentiment and Market FUD AnalysisRecursive Self-Improvement (RSI) Timeline and Compute ImplicationsKimi Open-Source Model and Compute Demand
View AnalysisStock Movers · Jul 20, 2026
Alphabet Gains, Hut 8 Rises, AMC Jumps After 2Q Adj. Ebitda Beats Estimates
“Data center computing company up 10% after announcing $9.8 billion, 15-year lease for 352 megawatts of IT capacity in Texas”
AI Chip Design and OptimizationGemini Model EfficiencyData Center Computing Capacity
View Analysis