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McKinsey's Cost of Compute AI Infrastructure Analysis

1 week ago | ai-supremacy.com | Michael Spencer

Good Morning,Today’s article goes into our Datacenter section of the Newsletter. I have been following BigTech Earnings closely for Cloud growth vs. AI capex to better understand the state of datacenters in 2025. Keep in mind while Microsoft and Amazon have pulled back from Datacenter plans, the cost of AI infrastructure is also going up with trade tariffs presenting a rather confusing puzzle: Image by of Generative Value Newsletter.
Artificial General Intelligence (AGI), Declassified

2 weeks ago | ai-supremacy.com | Michael Spencer

Good Morning, I want to go over some of the AI News worth knowing about before I share some thoughts about AGI. In my various Notes I’m slipping in various AI news updates, so follow me there too if you are into that sort of thing. Don’t forget I also have a community chat, that’s fairly active. I ask my readers provocative questions about AI.
Chinese EV Makers' Foray into AI: Redefining the Future of Mobility

2 weeks ago | ai-supremacy.com | Michael Spencer |Grace Shao |Diana Torres

Welcome Back, To understand and track the future of AI, we’ll need to keep an eye on China. One of the big questions I’ve had in the past few months is how can China’s lead of EV makers translate to a very competitive group of humanoid robotics makers and startups pushing the future of mobility. Could some of their avant-garde “flying cars” contribute to the future of mobility? What will China’s EV makers become in 5-10 years? Chinese EV makers aren’t just car makers, they are innovation hubs.
A Survey: 2025 AI Newsletters

3 weeks ago | ai-supremacy.com | Michael Spencer

This is the most extensive list of AI related Newsletter on the internet today in 2025. I will now be moving on to my next project: Who to follow in AI on LinkedIn. For the best reading experience, read this in a web browser. (click on the title) If you know someone interested in AI, why not share them this highly curated list of AI Newsletters to check out. It might help put Gen AI in context 🔮.
Grok 3's DeepSearch with Google's new AI Mode (Search)

3 weeks ago | ai-supremacy.com | Michael Spencer

Generative AI is changing our search behaviors, and it isnāt just Perplexity or ChatGPT search any longer. A lot of the people I talk to who are heavy power users of AI on a daily basis use xAIās Grok 3 for daily search. While there have been many articles about the agentic Deep Research tools, I have not seen as many guides on DeepSearch. While some of us use Perplexity, Genspark or ChatGPT, xAIās DeepSearch is really useful especially if you use X/Twitter.
TSMC's role in the global AI and geopolitical order - a Full Report

3 weeks ago | ai-supremacy.com | Michael Spencer

Welcome back, Today we have a guest post from the foremost experts on TSMC writing on Substack, Semi Vision, currently ranked 12th in trending rising Newsletters in tech on the in-app leaderboard. Their paid tier is $25 a month, fairly normal for their specialized research and area of expertise. The report today is titled “TSMC in Strategic Focus: U.S. Expansion, Potential Intel Collaboration, and Navigating U.S.-China Tech Tensions”. As the U.S. vs.
"You Can't Just Abandon Your Purpose:" OpenAI's Nonprofit Conversion Faces Mounting Challenges

3 weeks ago | ai-supremacy.com | Michael Spencer

Audio Version (23:04)Audio playback is not supported on your browser. Please upgrade. If you have feedback on the piece: kindly Email: tgarrisonlovely [at] gmail [dot] com, or leave a comment here. Garrison Lovely is a Brooklyn-based freelance journalist and Reporter in Residence at the Omidyar Network, with cover stories in The Nation and Jacobin, and work in The New York Times, Nature, BBC Future, TIME, The Verge, Vox, and elsewhere.
Can Humanity Survive OpenAI?

4 weeks ago | ai-supremacy.com | Michael Spencer

Today’s guest post is an important deep dive into OpenAI’s Conversion Strategy of its business structure. At a later date it will be published as a stand-alone piece, without the context of this introduction. OpenAI has been called a generational company1, but what will the ChatGPT Titan become exactly? What will it need to do, even just to survive2.
Google's Dolphin Gemma, Milestones and Building an Ethical Publication š¬

4 weeks ago | ai-supremacy.com | Michael Spencer

Please answer the Polls today about this Newsletter, they help decide some of my editorial challenges. Todayās piece is part of our section called Benefactor, where we explore AI for good topics. Talking to dolphins with AI falls in that category. š„„š“šŗššWelcome Back, Iāve been covering the AI beat of new models, AI news, AI startups and everything related for over three years now, before ChatGPT came out. Itās been super fun.
China Supremacy ASPI Report, Stanford State of AI Report 2025

1 month ago | ai-supremacy.com | Michael Spencer

Image source: see the work of the illustrator. Hey Everyone, In this article I want to cover some of the reports Iāve been reading, namely the Stanford State of AI Report 2025. Full disclosure you might want to print this one out, itās infographics utopia. Whether you are an investor, China watcher, professor, analyst or someone in industry, weāre going to cover some major AI trends and emerging tech snapshots here. Iām going to make your job more easy if I can.