Category: AI_factories

AI, AI_factories, Cybersecurity, Infrastructure

There’s Been a Subtle Shift in the AI Zeitgeist

Colin Henderson

Summarize Investor enthusiasm is rebalancing. By Joe Weisenthal and Tracy Alloway June 26, 2026 at 12:05 PM EDT Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord, where you can hang out and talk with … Continue reading There’s Been a Subtle Shift in the AI Zeitgeist

AI_factories, Space

SpaceX Launches Starfall Mission for In-Space Manufacturing

Colin Henderson

By Jennifer IgbonobaJune 23, 2026, 4:53 AM EDT, updated at June 23, 2026, 6:58 AM EDT SpaceX Launches Starfall Mission for In-Space Manufacturing – Bloomberghttps://stocks.apple.com/AwUIXrTVLS82Ozd0tclPDcA SpaceX launched a demonstration mission Tuesday to send a reusable capsule into space and then recover it, part of a new program that may allow the Elon Musk-led company to tap into the emerging market of in-space manufacturing. Under the Starfall program, which Bloomberg first reported on last year, SpaceX would bring products such as pharmaceutical components to space in small, uncrewed capsules atop its workhorse Falcon 9 rocket. Continue reading SpaceX Launches Starfall Mission for In-Space Manufacturing

AI_factories

Google and Blackstone to Create New AI Cloud Company

Colin Henderson

Investment firm to put $5 billion toward venture using Google’s chips WSJ: By Lauren ThomasFollow  and Cara LombardoFollow Updated May 18, 2026 at 9:37 pm ET A Google Cloud pavilion at a conference in Barcelona in March. Angel Garcia/Bloomberg News Alphabet’s GOOGL -2.57% Google and Blackstone BX -1.32% plan to create an artificial-intelligence cloud company to rival the likes of CoreWeave CRWV-5.72% using Google’s specialized chips. The duo said Monday they plan to launch the unnamed U.S. company with $5 billion in equity capital from Blackstone, confirming an earlier report by The Wall Street Journal. The venture, the biggest attempt yet by Google to sell and monetize its own chips to external parties, will sharpen a rivalry … Continue reading Google and Blackstone to Create New AI Cloud Company

Agents, AGI, AI_factories, AI_research, banking, Business Models, Development, Frontier_AI

Exploration of thesis: “Saas shift to Gaas”. What are impacts on Core Banking software vendors and regulatory regimes

Colin Henderson

(Gaas – Agentic AI as a service – source NVDA) Here is some real time research that emanates from today’s Morning Briefing. The core of this disussion is the shif to Agentic AI and provision of core services which goes to the heart of commoditisation for tranditional vendors. The scope of this discussion here is on core banking software vendors and banking regulatory regimes OSFI. Explanation 1. Prompt: my comments and questions 2. Output: results from Claude.ai This is raw realtime thinking. The space is moving fast driven by frontier development with Anthropic Claude Mythos exemplifying the direction of Gaas … Continue reading Exploration of thesis: “Saas shift to Gaas”. What are impacts on Core Banking software vendors and regulatory regimes

AI, AI_factories, Business Models

Nvidia backs AI cloud startup Nebius with $2B as data center race intensifies

Colin Henderson

Nvidia is investing $2 billion in Amsterdam-based Nebius, taking an 8.3% stake and deepening its push into the fast-growing “neocloud” layer of the AI stack. Nebius said it plans to deploy more than 5 gigawatts of data center capacity by 2030, a huge build-out that shows demand for AI compute is no longer driven solely by hyperscalers like Microsoft, Google, and Meta. The deal also underscores Nvidia’s increasingly unusual position in the market: it is not just selling chips, but financing parts of the ecosystem that buy and deploy them. Why that matters goes beyond one funding deal. AI infrastructure … Continue reading Nvidia backs AI cloud startup Nebius with $2B as data center race intensifies

AI, AI_factories, AI_research, Infrastructure

A comprehensive comparison between ‘compute’ and ‘inference’ in AI

Colin Henderson

An integrated analysis of technological, infrastructural, and operational factors including AI Factories, Data Centres, development practices, chips, and overall infrastructure. The following report—structured in APA format—presents a formal, detailed comparative overview, incorporating relevant business, academic, and technical sources.Source: Perplexity.ai Compute and Inference: Definitions and Context Compute generally refers to the computational resources required for both training and running AI models, whereas inference is the process by which a trained model makes predictions or decisions on new data. Compute is foundational for both the intensive process of AI model training and the comparatively lightweight process of model inference. AI inference utilizes … Continue reading A comprehensive comparison between ‘compute’ and ‘inference’ in AI

AI_factories, AI_research

Roadmap for AI Adoption in the Era of AI Factories: People, Process, Technology Draft01

Colin Henderson

The transition from hyperscaler-dominated AI infrastructure to distributed, sovereign AI Factories (2024–2045) marks a paradigm shift for organizations of all sizes. As AI Factories become the foundation for real-time, scalable, and sovereign intelligence manufacturing, businesses—small, medium, and large—must strategically align their people, processes, and technology to remain competitive and resilient[1][2]. Below is a comprehensive, size-agnostic roadmap, with tailored considerations for small, medium, and large enterprises, structured within the People, Process, Technology (PPT) framework. 1. People: Culture, Skills, and Change Management Universal Actions: AI Awareness & Education: Foster a culture of continuous learning around AI’s capabilities, limitations, and ethical implications. This … Continue reading Roadmap for AI Adoption in the Era of AI Factories: People, Process, Technology Draft01

AI_factories, AI_research, Business Models, Palantir

Palantir Advocates for Balanced Data Privacy Legislation in RFI Response

Colin Henderson

This blog post highlights Palantir’s response to a Request for Information from the House Energy and Commerce Committee’s Privacy Working Group, which is exploring the creation of a national data privacy law. For more information about Palantir’s contributions to AI Policy, visit our website here. Introduction In April, Palantir submitted a response to a Request for Information from the House Energy and Commerce Committee’s Privacy Working Group regarding its efforts to develop a federal comprehensive data privacy and security law. How the federal government finally works to resolve the challenges of a patchwork of consumer privacy legislation is not just … Continue reading Palantir Advocates for Balanced Data Privacy Legislation in RFI Response

AI_factories, AI_research, Infrastructure

The Evolution of AI Infrastructure: From Hyperscaler Dominance to the Rise of AI Factories (2024–2045)

Colin Henderson

The global landscape of artificial intelligence (AI) infrastructure is undergoing a profound transformation, shifting from the current era dominated by hyperscalers—massive cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud—towards a future where AI Factories, purpose-built and sovereign-controlled facilities for manufacturing intelligence, are poised to prevail. This report provides a comprehensive analysis of this evolution, examining the technological, economic, and geopolitical forces shaping the transition. Drawing on recent market data, industry forecasts, and emerging trends, the report details the limitations of the hyperscaler model, the architectural and operational innovations of AI Factories, and the implications for global … Continue reading The Evolution of AI Infrastructure: From Hyperscaler Dominance to the Rise of AI Factories (2024–2045)