China’s AI chipmakers report first profits, but will the trend continue?
South China Morning Post — Sky-high memory costs and other supply-chain difficulties lead major investment banks to pare margin forecasts.
Compute Costs
Compute costs refer to the hardware, energy and infrastructure expenses required to train and run machine learning models. Truncated covers hardware pricing trends, data center investments, energy consumption data and hardware supply chain economics.
Claude Cache TTL: 5 Minutes vs 1 Hour, With Break-Even Math
octomind — Claude cache TTL: choose 5 minutes, 1 hour or keepalive pings by request gap, then verify billable fields. Anthropic prompt caching pricing checked Nov 2026.
NVIDIA's Vendor Financing Deals Are Not A Ponzi Scheme As It Is Slated To "Take Out $420 Billion" By Putting In $250 Billion, Says Tech Venture Capitalist Gene Munster
Wccftech — On the Zero Hedge podcast, Munster said 90s internet firms propped each other up until the money ran out. He calls NVIDIA's deals 'just smart business.'
US tech selloff erases post-midterm gains
semafor.com — Nasdaq drops 5% as a chip selloff bleeds into other sectors of the economy.
Watch Could Political Pushback on Data Centers Drive Financial Discipline?
Tokens Built Digital AI. Physical AI Needs A Different Unit
Forbes — The pricing model that worked for digital AI might not be right for physical AI.
Microsoft Sours on Neoclouds IREN, Nebius, Nscale on Delays, Costs
Memory names getting smoked: Micron breaks the July low in 12% drop
investingLive — The AI buildout is slowing down
NVIDIA RTX PRO 5500 Blackwell appears at $17,999 MSRP, higher than RTX PRO 6000
What It Takes To Trust Automatic Model Routing
O’Reilly Media — When a new coding model comes out, I want to try it. New releases always carry a promise for me. Maybe it can handle a change that needed too much manual
A $100 budget buys 40 Intelligence Index tasks (a mix of task archetypes) with Opus 5.5 at medium reasoning effort, or…
Is AI debt crowding out Treasuries? What TBAC found
AIStockWire — Treasury's bond advisers project $735 billion of tech debt in 2027 and see no crowding out of Treasuries so far. Lower-rated tech borrowers feel the squeeze.
Preparing the data storage layer for scalable AI outcomes
datacenterdynamics.com — Infrastructure challenges continue to affect AI outcomes
I measured my local LLM’s power bill and it costs less than a single $20 ChatGPT, Claude or Gemini subscription
XDA — The math isn't close, and it never really was
Musk says Grok Bot's costs are 'unsustainably high,' while OpenAI admits Dots are ‘compute heavy.' Is the personal AI agent push dead on arrival?
Fortune — Will expensive computing costs mean the personal AI agent revolution is dead on arrival?
Please stop asking me when the AI bubble will pop
The Verge — I’m getting some real mixed messages here, boys!
"Used 5% of the time": AI already made your RAM pricier, and now OpenAI's Sam Altman says it's wasted in your Windows PC
Windows Latest — Sam Altman says PC RAM is better used in AI data centers, while Satya Nadella wants unmetered intelligence running locally on Windows PCs.
IBM CEO: rationing AI is a slow way to lose
Fortune — Running AI now costs more than training it.
AI Will Make Code Cheap, But It Won’t Shrink Most Engineering Teams
Forbes — As a leader in a technology company or role, you may be asking yourself: If agents are writing code, we'll need a fraction of the engineers, right?
How the midterms could fuel the K-shaped AI trade
CNBC — U.S. midterm results could slow data center development, raising the value of existing AI capacity while increasing pressure on debt-funded neoclouds.
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