Musk warns G20 of a 15 gigawatt AI power shortfall by 2027

Meta Superintelligence Labs' first speech-to-text model tops an independent accuracy benchmark, arriving right as Google pushes Gemini 3.5 Transcribe. Voice is the next front in the AI capex race.

Meta has released Muse Voice Transcribe, taking the #1 spot for Final Transcript accuracy on AA-WER Streaming with 3.1% WER at 0.16s after end of speech Muse Voice Transcribe is the first streaming Speech to Text model developed by Meta Superintelligence Labs. Meta states that https://t.co/unTQQNP5t3

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Cramer's point for AI infrastructure owners: the headline risks hitting data center names keep burning off within a session, so the selloffs reflect sentiment while the build cycle stays intact.

The data center thesis is just getting whacked around again. That union issue lasted a day

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Musk is pushing Grok past search into checkout, where a bot haggles the price for you. If agents start negotiating discounts at scale, retail margins and payment rails are the ones absorbing it.

Grok @Bot will not only do your purchasing, but also find & negotiate the best deal https://t.co/rgVMQqGJIa [Quoted @segall_max]: I just used instinct and stripe link to buy my niece a hot pink piano… entirely from the messaging interface 🤯🤯 Instinct was even kind enough to find me a 15% off discount!!!! https://t.co/yP7Dl7p3fO

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Cramer's point: if permitting and power fights slow US buildouts, AI capex migrates south, and Amazon's Queretaro site is the template.

Trump, pro-data center should mention how easy it is to go to Mexico. While the President seems to be inclined to slow things down, the border states would welcome them. So would Queretaro, where Amazon is building one.. It will happen. They get the win. They have the cards.

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Musk is pushing Grok toward a shareable template marketplace, where a user's skills, memories and plugins travel as a link, the same distribution playbook OpenAI is running with its app store and in-chat ads.

How to share your Grok @Bot design with others https://t.co/5tRCf3lQY4 [Quoted @mattyp]: Grok Bot templates are the first widely available way to share knowledge work. A template is a collection of skills, memories, and plugins - you could even call it a 'blueprint' or a 'workflow' You can teach a bot about your domain and send it to someone as a link. This will https://t.co/EzH6eyv0tp

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Chamath is calling the latest OpenAI safety story a pretext for clamping down on open-weight models, which would hand pricing power to the closed-model incumbents and squeeze anyone whose AI thesis rests on free, downloadable models.

BUYER BEWARE This extremely meticulous article will now be used to start Phase2 of “shut down open source” because “if we can’t control our closed models, imagine what happens to everyday life when anyone can just allow their open source models to proliferate”. Some will use https://t.co/YHTvI4085u [Quoted @dwarkesh_sp]: Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes. This culminated in the third one taking over part of OpenAI itself. All this happened while humans remained

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Musk says roughly 15GW of 2027 AI compute will sit dark, and the choke point is transformers, wiring and chillers rather than electricity. That points the spending edge at electrical gear and cooling suppliers.

Consensus estimate is that ~15GW of AI compute produced in 2027 cannot be turned on in 2027. This is harder than just finding power, as you also need to build out all the transformers, wiring, liquid-cooling, (massive) chillers & complex networking. https://t.co/cRXJ1Wrkri

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Musk boosting a 158% larger Dallas robotaxi map is the clearest read yet on how fast Tesla is scaling driverless coverage in Texas, where Waymo is expanding at the same time.

RT @SawyerMerritt: Here's a better comparison of @Tesla's new Robotaxi service area in Dallas. It's actually 158% larger than the old servi…

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Cramer is telling holders the Solstice trade already happened and pointing the fresh money at Qnity, the other side of the same deal.

I like Solstice but the move takes away the upside... We like Qnity off the deal breakdown...

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Cramer's read on Workday's results doubles as a call that AI is not gutting subscription software, the fear that has weighed on the whole group.

I always thought Workday's products were pretty good. More important, no SaasPocalypse Again

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