ARASHI's original album "This is ARASHI" is coming to streaming & digital download on December 11th! Featuring all 11 songs from the standard edition CD.
Pre-save now! 👉
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Episodes 22 & 23 of "ARASHI's Diary -Voyage-" are now available! Get a behind-the-scenes look at "This is ARASHI LIVE" ! Only on @netflix@netflixJP
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this is such a cool dataset
epoch is tracking 95 AI data centers with 14.2 GW of capacity and that's still only an estimated 44% of global deployed AI compute
i think we're going to start following AI data center builds the same way we follow model releases
This is why I say Liang Sheng's real job is one of spiritual education. He'll prop up the Chinese AGI effort, but it's even more important that he teaches them to not be such neurotic, myopic, striving peasants. Take it easy.
This is one of the questions we're exploring across the TapeOut ecosystem
What changes when a mining rig is built from resources contributed by multiple participants rather than owned by a single miner?
The Optimal Mining Pool is exploring a new model of onchain production
Different holders contribute transistors, mining rigs are held by smart contracts, and participants receive corresponding economic rights through revenue certificates
The significance goes beyond allowing more people to participate in mining
This is unprecedented.
Micron, $MU, and Nvidia, $NVDA are expected to account for 36% of the S&P 500’s earnings growth in Q3 2026 earnings season.
This comes as $MU and $NVDA are expected to contribute +5.2 and +4.6 percentage points to the index’s +27% YoY earnings growth, respectively.
Meanwhile, the next 8 top contributors are projected to add +8.2 percentage points, accounting for ~30% of the estimated S&P 500’s net income growth.
Then, the remaining 490 stocks are set to contribute just +9.2 percentage points, representing 34% of the index’s projected earnings growth.
Excluding those top 10 contributors, earnings growth is estimated to decline -11% YoY in Q3.
Never in history have we witnessed market concentration like this.