I absolutely believe there should be a dress code to fly.

Lisa Su isn’t buying the “AI bubble” narrative. In her latest WSJ profile, she doubles down on "insatiable [AI] demand”, a $1T AI + data center market by 2030, and the idea that it’s far riskier to underinvest in AI infrastructure than to lean in with bold bets on platforms like

Marketers: What data aggregation tools do ya'll use for reporting? Databox seems kinda like the best option but I'm a little too cheap to make that commitment.

rad!

This was a really great issue of Scott Galloway markets today 👇 Why Nvidia’s Blowout Earnings Didn’t Reassure Wall Street profgmarkets.com/p/why-nvidia-s…

Marc Andreessen: “The person who writes down the thing has tremendous power.” “There are so few people who will just write down the thing.” Source: Marc Andreessen 🇺🇸 on How I Write with David Perell

Going to #NeurIPS2025? We (TensorWave) are hosting a happy hour and networking event at Story House Sprits on 12/3. Come hang! luma.com/62nq58g7

From "The Last Structural Arbitrage Left in U.S. Venture Capital?" report by 1864 Fund

AMD’s next GPU leap is coming. In our latest blog, we explore how the upcoming AMD MI455X could change what’s possible for large-scale AI; more memory, more density, and more efficient training and inference. The Next Leap: AMD MI455X 👇

.AMD Instinct MI455X GPUs coming soon to TensorWave cloud. Reserve your nodes today -> tensorwave.com/connect

LAS ✈️ MDW

At infra/STRUCTURE Summit 2025, our CEO Darrick Horton joined leaders from Vultr and OVHcloud to talk about the future of cloud, data sovereignty, and AI inferencing; and why the next wave of AI infrastructure won’t live only with the hyperscalers.

From all of us at TensorWave: Happy Thanksgiving! 🦃🍂 Thanks for building the future of AI with us.

DOPE!

INSIDE NYT’S HOAX FACTORY Five months ago, five New York Times reporters were dispatched to create a story about my supposed conflicts of interest working as the White House AI & Crypto Czar. Through a series of “fact checks” they revealed their accusations, which we debunked

ft.com/content/53e200…

Huge congrats Darrick on landing Forbes 30u30 in AI. 🔥 Building with you is a hell of a ride.

Off to San Diego tomorrow. If you’re at NeurIPS or in the area, come stop by the TensorWave x SemiAnalysis happy hour 🍻 luma.com/62nq58g7