Welcome back! This is where money, metal, and memory all lead. Huge checks are being written for servers that most people will never see, a rocket company wants to take cheap computing off the planet, data warehouses are trying to become the homes of your agents, and a quiet model reads screenshots like plans and sends back code that works. The main idea is simple: intelligence is becoming infrastructure, and the real choices now are where it runs, who pays for it, and which middlemen you let be there.
In today’s Generative AI Newsletter:
Oracle raises $50B for AI buildout.
SpaceX folds xAI into space compute plan.
OpenAI puts GPT-5.2 inside Snowflake data.
Kimi K2.5 turns screenshots into working code.
