The RaceCompanies, models and money
Goldman: $1.2 Trillion, and $300B a Year to Repay
Goldman puts 2027 hyperscaler AI spending at $1.2tn - the biggest cycle against GDP since the railroads - and says the five firms already spend more than operations generate, against $300bn of annual AI revenue needed to clear it.
The LabResearch, benchmarks and safety
The WorkbenchTools and agents