https://gnosly.com/feed/compute/Business Intelligence Console and Prediction Algorithms3837@mitchdegMichel de Guilhermier<p>Source: Michel de Guilhermier (X)</p>https://x.com/mitchdeg/status/21174971336285430090.00102026-11-04T05:35:47.842148+00:002x.comcomputespacexai3750https://pbs.twimg.com/media/HWLca6FW0AArb3r?format=jpg&name=smallImage2026-11-04T05:35:49.156948+00:003762https://www.linkedin.com/in/guillermoflor/Guillermo Flor<p>Source: Guillermo Flor (LinkedIn)</p>https://www.linkedin.com/in/guillermoflor/0.00202026-11-02T11:25:24.362796+00:001linkedin.comaicomputeeconomy3660https://media.licdn.com/dms/image/v2/D4D10AQHbk9nZcPU0ZA/image-shrink_480/B4DaGZYzXQKgAQ-/0/1793574778688?e=1794225600&v=beta&t=LbLYj8NJ9Kx5t2_iNjKK-0PvhQ5LdqB9-thjsvgChloView image2026-11-02T11:25:26.087500+00:003447@The_Analyst_LabLBO_Guy<p>Source: The_Analyst_Lab (X)</p>https://x.com/The_Analyst_Lab/status/21147470671513930570.00102026-10-26T16:47:24.115822+00:002x.comanthropiccomputeai3290https://pbs.twimg.com/media/HVkW84-XgAESrnC?format=jpg&name=smallImage2026-10-26T16:47:25.000071+00:002725@Silicon_DataSilicon Data<p>The model layer seems to be going through a period of commodification, as non-frontier models saturate everyday use while frontier models compete fiercely. </p><p>The compute layer sees a massive increase in total demand for compute, regardless of the source or use case.</p>https://x.com/Silicon_Data/status/21090204463437541130.00402026-10-12T08:06:00.784137+00:002x.comcomputeaius2545IMAGE/media/content/2725/20261012-ai-economy-chart_iMbZkJ8.jpg20261012-ai-economy-chart_iMbZkJ8.jpgjpg2026-10-12T08:06:26.781923+00:002646@dotpemNathan LeClaire<p>Source: Nathan LeClaire (X)</p>https://x.com/dotpem/status/21089466581426138590.00402026-10-11T06:06:26.190757+00:002x.comuscomputeai2463https://pbs.twimg.com/media/HUQN4DTa4AAAvuL?format=jpg&name=smallImage2026-10-11T06:06:26.414846+00:002347@socialcapitalSocial Capital<p>Source: SocialCapital (X)</p>https://x.com/socialcapital/status/21072396667812086930.00402026-10-06T11:47:13.721701+00:002x.comaicomputeinference2167https://pbs.twimg.com/media/HT5rTxHbcAA_L-x?format=png&name=smallImage2026-10-06T11:47:15.129351+00:001410@TimmerFidelityJurrien TimmerYes, AI will change our lives (for the better I trust) and down the road it may well unleash a productivity miracle that raises the economy’s non-inflationary speed limit enough to keep the world’s mounting debt burden sustainable. But until then the buildout is inflationary with an unknown return for the companies who are investing trillions into compute. The demand for capital (equity and debt) from corporates is rising at a $3.3 trillion clip. 🧵 (2/2)https://x.com/TimmerFidelity/status/21025598250705759490.00602026-09-23T05:39:41.312135+00:002x.comcomputeaieconomy1233https://pbs.twimg.com/media/HSwwaFAXgAANwqu?format=jpg&name=smallImage2026-09-23T05:39:41.865981+00:00412@exencial_RPExencial Research PartnersThe Next Cycle Isn’t Just Chips JPM’s Sept 2026 Global Markets Outlook isn’t another “buy AI” note. It’s a map of the physical and local constraints that will actually decide the next investment cycle: • Compute stays scarce - old-GPU rental rates remain sticky, hyperscalers keep raising capex, SPE order books are only just turning. If AI is existential, semi spend still has a long way to go. • Power is the new staple - the bottleneck is electrons, not models. Grid capex is exploding, Asia is quietly re-rating nuclear, and Korea power-equipment backlogs are already screaming. • Robotics goes exponential - China industrial robot volumes are re-accelerating. Humanoids are moving from R&D curiosity into industrial + logistics use-cases on a multi-year S-curve. • Defense umbrella expands - mil-spend/GDP is rising across India, Korea, Japan, Taiwan. Korea export orders are inflecting; India production is scaling. This is multi-year, not a one-cycle trade. • Asia localizes - markets with lower foreign trading share look more resilient if dollar/flows get ugly. Households still sit in property + deposits; onshore volumes have already structurally lifted. The last cycle was software + cheap money. The next one is compute, power, robots, defense, and domestic buyers.https://x.com/exencial_RP/status/20961247015339544240.00602026-09-05T14:07:27.106845+00:002x.compowercomputerobotics381https://pbs.twimg.com/media/HRbtkQIboAAWtz8?format=jpg&name=mediumImage2026-09-05T14:07:27.455978+00:00382https://pbs.twimg.com/media/HRbuHX6aoAEV2pg?format=jpg&name=mediumImage2026-09-05T14:07:27.481978+00:00383https://pbs.twimg.com/media/HRbuL9EaIAACgW7?format=jpg&name=smallImage2026-09-05T14:07:27.505301+00:00181@Speculator_ioLinThe demand for AI compute is insane. Training, inference, agents, images, videos, robotics, self-driving cars. They all need huge amounts of compute. And every new model, product, and capability creates even more demand. There is no limit to how much intelligence we can use.https://x.com/Speculator_io/status/20938170434727528670.00402026-08-30T07:38:39.475443+00:002x.comtechnologycomputeai198https://pbs.twimg.com/media/HQ66yDLXEAAO7cD?format=jpg&name=smallImage2026-08-30T07:38:41.190873+00:00