SpaceX targets 13GW of AI compute, Microsoft claims a diagnostic leap, and Uber rolls out ChatGPT Work

Podcast: AI in Flow · Six & Flow

Opublikowano: 2026-10-23

In this episode of AI in Flow, Claire and Peter unpack UBS estimates that SpaceX is ramping towards 13 gigawatts of AI computing capacity by 2027, and what that means for compute scarcity, pricing pressure, and leasing models. They also examine Microsoft’s claim of an AI diagnostic system that can outperform human doctors on benchmarked scenarios, plus what healthcare leaders should prioritise next, including external validation, governance, and workflow integration. On policy, the US Treasury proposes expanded outbound investment restrictions across critical technologies and a wider set of countries, raising the compliance stakes for companies and funds. Finally, Uber expands ChatGPT Wo...