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Mapping the AI Compute Market: 96 Announced Gigawatts, 15 Live

July 29, 2026

Analysis China Supply Compute Demand AI Chips

The companies building artificial intelligence have announced data center projects totaling about 96 gigawatts of capacity. About 15 gigawatts of AI capacity is powered on today. This piece presents Mach33's accounting of the gap between those num...

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Brief: The Orbital Inference Containment Tax

July 28, 2026

Analysis AI Chips Orbital Data Centers SpaceX SpaceXAi

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The Orbital Inference Containment Tax

July 15, 2026

Analysis AI Chips Orbital Data Centers SpaceX SpaceXAi

SummarySpaceX proposes to serve AI from orbit: satellites carrying GPU racks, linked by lasers, selling AI answers by the token (a token is roughly a word fragment; AI serving is priced per million of them). Since the June 8, 2026 AI1 reveal, the ...

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Pricing Terafab: A Bottom-Up the S-1 Won't Give You

May 27, 2026

Analysis AI Chips Tesla SpaceXAi

SummaryOn 20 May 2026, SpaceXAi filed its S-1 with the US Securities and Exchange Commission. Page 144 detailed an initiative titled Terafab.The idea, as SpaceXAi describes it, is a single chip factory in Grimes County, Texas, partnered with Tesla...

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