SpaceX’s 40bn GPU bet, AI-fuelled cyberattacks, and the race to power data centres

Podcast: AI in Flow · Six & Flow

Opublikowano: 2026-10-26

Claire and Peter break down what today’s headlines reveal about the real constraints shaping AI. SpaceX secures 40 billion dollars in debt financing for Nvidia GPUs, with deliveries not expected until 2027, highlighting how access to compute is increasingly defined by capital and lead times. In Japan, a surge in cyber incidents shows how AI is accelerating vulnerability scanning and phishing, raising the cost of remediation and widening the gap between well-defended firms and everyone else. Then, the focus shifts to energy, as data-centre demand boosts interest in on-site fuel cells, with big signals like Oracle’s planned multi-gigawatt procurement. Also in t...