What I Read This Week…

xAI acquires X, Nvidia is developing light-based networking switches to connect millions of GPUs, the U.S. electrical grid is deteriorating, and cells use electricity to induce cellular processes

Watch All-In Episode 221 Watch our Interview with Treasury Secretary Scott Bessent Watch our Interview with Commerce Secretary Howard Lutnick Read our Short Dive: The Trump Administration’s Fiscal Strategy Caught My Eye… xAI has acquired X in an all-stock transaction valuing xAI at $80 billion and X at $33 billion under a new holding company that combines both entities. The synergy of this deal is that X's shareholders get a stake in xAI's increased valuation, and xAI gets full access to X's data and user network to train Grok. xAI raised $6 billion in late 2024 valuing xAI at $45…

related reading

• The Short Case for Nvidia Stock | YouTube Transcript Optimizeryoutubetranscriptoptimizer.com
• Elon Musk (@elonmusk) on Xx.com
• Is xAI a neocloud now? | TechCrunchtechcrunch.com
• Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructuresemianalysis.com
• Report: xAI Business Breakdown & Founding Story | Contrary Researchresearch.contrary.com
• Roadmap: The AI data center stack - Bessemer Venture Partnersbvp.com
• AI Chip Owners Documentation – Methodology | Epoch AIepoch.ai
• AI Chip Architecturesjacobpeake.com
• Why American data centers can't plug inworksinprogress.co
• Nvidia Envy: understanding the GPU gold rushblog.johnluttig.com
• Nvidia and the Chip War - Rest of Worldrestofworld.org
• Techmemetechmeme.com