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Nuclear Element.

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  • 273 Posts
  • 45 Comments
Joined 4 months ago
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Cake day: April 8th, 2026

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  • Sigh

    If you had read the situation, you would find that the information news outlet reported this first, then the media talked about it then Meta admit this in news statements. (They didn’t even release a blog/press release).

    While I don’t rule out that it’s a publicity stunt, I think it’s very unlikely. Otherwise I would call Meta terrible at marketing because they are not loud about it at all.

    In my opinion, OpenAI accident has triggered a wave of scans among AI companies to discover any problems before they get hold liable for damages by the hacked company and to solve them internally.

    That’s how I read the situation as of 7th of August. My opinion might change, if any new info came out that seem sus.





























  • Actually, no.

    Not at all:

    The AI infrastructure buildout is entering a new phase: Tech companies are doubling down on AI.

    Graph Source: Bloomberg.

    US tech companies are committing to spend a record $850 billion on data center leases over the next several years.

    This marks a +$570 billion YoY increase, or +204%, and +$200 billion QoQ increase, or +31%.

    Meta, $META, added the most in Q1 2026, committing +$79 billion in new leases, a +76% QoQ increase, bringing its total to ~$183 billion.

    At the same time, Microsoft, $MSFT, added +$41 billion, a +26% QoQ increase, bringing its total to ~$197 billion.

    Oracle leads with the largest total commitments at ~$250 billion, having already secured many of the key sites needed to fulfill its contract with OpenAI.

    Source: The Kobeissi Letter.