Sage Research (dot) AI
@SageResearchAI
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Codex is so good, and is going to get so amazing. I am having a hard time imagining what creating software at the end of 2026 is going to look like.
Datacenters as a share of U.S. power demand are expected to grow at an 18% CAGR over the next 5 years.
Nvidia, $NVDA, CEO on Elon Musk: “I would not be surprised if he gets to a gigawatt before anyone else”
• Each humanoid robot requires 0.9 kg of rare-earth metals, comparable to that of an electric vehicle, including 28 rotary and linear actuators for joints and 12 actuators for the hands. • The humanoid robot revolution could trigger $800 billion worth of demand for key…
GPT-5 was trained on 180,000 GPUs, a true powerhouse. By the end of this year, OpenAI will have over 1 million GPUs, according to Sam Altman. My bet: the GPT-6 training run starts right after that… and by mid-2026, we’ll be looking at AGI. The acceleration is insane.
Forget the Magnificent 7. This is the Mag 10 — the real power core of the AI era. $NVDA prints the silicon. $MSFT deploys the cloud. $GOOGL runs the algorithms. $AMZN powers the data. $META owns the eyeballs. $AAPL controls the hardware. $TSLA is turning GPUs into robots. $AVGO…
Staggering to see the adoption speed of AI is 3x that of Crypto which in turn was 2x that of the internet. This is the Exponential Age in full effect.
Not sure what to do about it. I’ve been warning the world for ages! Best I can do now is try to make sure that at least one AI is truth-seeking and not a super woke nanny with an iron fist that wants to turn everyone into diverse women 😬 @Grok
$NVDA SALES ARE ON TRACK TO HIT $300B BY 2027
This is what the inside of a modern AI data center looks like. Every section in this image represents an entire industry. Companies like Schneider Electric, Vertiv, Eaton, and ABB handle power. Cisco and Arista build the networks. Dell and HP produce the servers that keep it…
America is in the middle of a massive construction shift. Over $40 billion worth of data centers are being built right now, up 400% since 2022. For the first time ever, data centers being built will outnumber office buildings. (a thread)
wait till you find out how the Dollar works
$NVDA says $3-4 Trillion AI Infrastructure by 2030 powered by accelerated compute, Generative AI, Agentic AI, and Physical AI. This is an ANNUAL number. If the real number is even close there is a lot of room to run in this bull market. 🐂🚀
$MSFT FORECASTS SHOWS A DATACENTER CRUNCH UNTIL 2026. WHAT EXACTLY DOES THAT MEAN? After an initial intraday dip of nearly 2%, the stock managed to recover. If sources are true and Microsoft admits they’re in a datacenter crunch, it’s essentially saying Azure doesn’t have enough…
These are some amazing graphic by @TannersTrades on the AI industry and rare earth metals and mining ecosystem. Keep this post handy to refer back to.
New ARC-AGI SOTA: GPT-5 Pro - ARC-AGI-1: 70.2%, $4.78/task - ARC-AGI-2: 18.3%, $7.41/task @OpenAI’s GPT-5 Pro now holds the highest verified frontier LLM score on ARC-AGI’s Semi-Private benchmark
GPT-5 Pro is the smartest AI model alive. Thank you @arcprize for validating what I knew in my heart. (Also the most expensive 😅)
This is BEYOND insane: AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage. Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030. What does this mean? Let us explain. (a thread)
Another first for our AI fleet... a supercomputing cluster of NVIDIA GB300s with 4600+ GPUs and featuring next gen InfiniBand. First of many as we scale to hundreds of thousands of GB300s across our DCs, and rethink every layer of the stack across silicon, systems, and software…
Our latest research... NVidia (NVDA) is the Golden Ticket to AGI And what's the deal anyway with their revenue "loopback" deals? sageresearch.ai/p/nvidia-nvda-… via @SageResearchAI
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