What I Read This Week...

Micron's $100B project will generate 50,000 jobs, hold up to four semiconductor fabrication plants, and become the largest private investment in New York state's history.

What I Read This Week: a summary of the content that I consumed this week… 1) xAI Raises $20B and Invests $20B On January 6th, xAI announced that their upsized Series E round finalized from the $15B target to $20B. Approximately 600 million MAU are now reached across X and the Grok apps. Grok 5 is currently under training and a new investment of $20B to scale a data center in Southaven Mississippi was announced on January 8th. “MACROHARDRR” is now xAI’s third data center and within proximity to their recently acquired powerplant which will increase xAI’s compute power to nearly 2…

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• Jon Y (Asianometry) on Problems And Progress in Semiconductor Manufacturing - Hear This Ideahearthisidea.com
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• Fundomofundomo.com
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• How to Build the Future of AI in the United States | IFPifp.org
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• Deep Dive: Economics of the AI Build-Out | Contrary Researchresearch.contrary.com