Greg Millington retweeted
My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will:
1. Make DC and Puerto Rico states to gain a strong majority in the Senate.
2. Open the borders and legalize everyone living in America illegally to cement a permanent majority.
3. Increase the size of the Supreme Court to gain an immediate majority.
This would result in America becoming a permanent one-party state and the end of democracy in any meaningful sense of the word.
All that is needed to ensure this doesn’t happen is 51 Republican senators in 2029. That is why you should vote for Republican senators this election. Other reasons are irrelevant compared to this one.
Greg Millington retweeted
SpaceX CFO Bret Johnsen has announced that the company has signed another AI compute deal that will generate $1.11 billion of revenue per month ($13.3 billion per year), starting on Dec 1, 2026.
"Earlier this month, we closed another hosting deal. By the end of this year, with annualizing our December number, we're on track to hit $100 billion of ARR."
(via Goldman Sachs Communacopia and Technology Conference)
Greg Millington retweeted
The network is the foundation for AI at scale, and now HPE Juniper Networking will play a key role in one of the industry’s largest AI infrastructure buildouts.
Discover what’s ahead with @Oracle. 👇
Breaking news. 🚨
Built on more than a decade of engineering work, we're expanding our collaboration with @Oracle to bring HPE Juniper Networking to AI data centers around the world. Get the details.
Greg Millington retweeted
$HPE EXPANDS ORACLE AI DATA CENTER PARTNERSHIP
HPE is expanding its deal with Oracle to deploy Juniper networking gear across Oracle AI data centers globally.
The multi-year agreement covers routers, switches, support services and financing, with HPE’s networking stack supporting Oracle’s AI clusters, regional data centers and edge networks.
HPE also issued Oracle warrants to buy HPE shares. Financial terms were not disclosed.
HEWLETT PACKARD ENTERPRISE $HPE JUST REPORTED Q3 EARNINGS
- Revenue: $12.2B, beating est. of $11.91B 🟢
- Adj EPS: $1.11, beating est. of $0.93 🟢
- Non-GAAP Gross Margin: 40.4% (+1,050 bps YoY)
- Non-GAAP Operating Margin: 16.2% (+770 bps YoY)
- Networking: $2.9B (+74.9% YoY)
- Free Cash Flow: $1.0B (+$0.2B YoY)
Q4 Guidance:
- Revenue: $13.9B-$14.8B, above est. of $12.96B 🟢
- Non-GAAP EPS: $1.20-$1.30, above est. of $1.07 🟢
- GAAP EPS: $1.12-$1.22
Raises FY26 Guidance:
- Non-GAAP EPS: $3.75-$3.85, below est. of $3.43 🔴
- Revenue Growth: 34% to 37%
- Networking Growth: 73% to 74%
- FCF: At least $3.75B
Raises FY27 Guidance:
- Revenue Growth: 13% to 17%
- Non-GAAP EPS Growth: 16% to 20%
- Non-GAAP Operating Margin: 14% to 15%
- FCF: At least $5.0B
Greg Millington retweeted
$HPE reports record Q3 FY26 results, exceeding all company-wide financial commitments in a quarter that shows the durability of our profitable growth. hpe.to/6013B1CSUl
Greg Millington retweeted
Networking may represent just 10-15% of an AI data center's investment, but it determines how much value organizations get from the rest.
That's why networking has become essential infrastructure for the AI era.
👇 More from Rami Rahim.
hpe.to/6019B1isWh
Greg Millington retweeted
Elon Musk declares he's always going to beat OpenAI at datacenter scaling. xAI will always be first to reach milestones like 10GW, 100GW, and 1TW of training compute.
@xAI is currently building the Colossus 2 supercomputer in Memphis (1GW), while @OpenAI is building Stargate.
Greg Millington retweeted
xAI's Colossus 2 is officially recognized as the WORLD'S FIRST gigawatt-scale AI training datacenter
Next up: xAI aims to be the first to bring 10GW, 100GW, and even 1TW of coherent training compute online
At Colossus 1, the team deployed 100,000+ H100/H200 GPUs in just 122 days, from construction to fully operational training
Most datacenters of similar scale take 2-4 years
from the arrival of the first GPUs to complete rack install, networking, cooling, power-up, deployment, and full-scale training... all in just 19 days
Nvidia CEO Jensen Huang said "That is superhuman. There's only one person in the world who could do that, Elon Musk"
Greg Millington retweeted
xAI continues to lead the way with cutting-edge technology. We have commenced construction on the world’s large ceramic membrane bioreactor (MBR) to sustainably supply 13 million gallons per day of cooling water to our Colossus Supercomputer and neighboring industrial plants in Memphis, Tennessee. The Colossus Water Recycling Plant will use direct-piped effluent from the nearby Memphis’ T.E. Maxson municipal wastewater treatment plant to produce high-quality cooling tower makeup water and allow the Colossus Supercomputer to operate with zero impact on area potable water supplies – and even supply high-demand industrial neighbors at the same time.
Greg Millington retweeted
Announcing Grok for Government - a suite of products that make our frontier models available to United States Government customers
We are especially excited about two new partnerships for our US Government partners
1) a new contract from the US Department of Defense
2) our products being available to purchase via the General Services Administration (GSA) schedule. This allows every federal government department, agency, or office, to purchase xAI products
We're hiring mission driven engineers who want to join the cause
Greg Millington retweeted
xAI was founded in March 2023. Just 28 months later, it now has the #1 AI model in the world—verified by independent testing. Incredible achievement.
