📍ICE can track your phone and your every move
Plus: Global AI compute is exploding
Hello everyone, Global computing is exploding, with only power and capital as real constraints, but not for long. Tech companies obviously are making moves to take these hurdles down, recently Meta did just this, by signing three nuclear power deals to lock in electricity for decades, ensuring its AI data centers can run nonstop at a massive scale, and ICE can track your every move and maybe your conversations and text via your cell phone by accessing commercial apps, raising serious questions about privacy, surveillance, and oversight. Let’s dive in and stay curious.
Global AI compute is exploding
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ICE can track your phone and your every move
Meta Bets on Nuclear Power as the New Bottleneck for Scaling Frontier AI
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📰 AI News and Trends
New Study Proves AI Models Can Recreate Entire Copyrighted Books
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Developers are already hyped ahead of a potential disruption.
Sony Patents AI “Ghost Players” That Act as Real-Time In-Game Coaches, Signaling a Shift Toward On-Device, Voice-Controlled AI Gaming
Indonesia and Malaysia block Grok over non-consensual, sexualized deepfakes
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Global AI compute is exploding
Global AI computing capacity has been growing ~3.3× per year since 2022, which means total available compute doubles roughly every 7 months (90% confidence range: 6–8 months).
Key numbers
3.3× annual growth in AI compute capacity (90% CI: 2.7×–4.1×)
Driven by rapid sales of AI chips, measured in H100-equivalent units
Growth enables larger models, faster training, and mass consumer deployment
Who controls the compute
NVIDIA supplies >60% of global AI compute
Google (TPUs) and Amazon (Trainium/Inferentia) make up most of the remaining share
AMD and Huawei remain single-digit contributors as of 2024
Compute is scaling faster than most AI efficiency gains, but model capability is increasingly constrained by capital and power, not algorithms.
AI progress is riding a hardware curve that’s faster than Moore’s Law. At the current pace, today’s frontier compute becomes table stakes in under a year.
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Meta Bets on Nuclear Power as the New Bottleneck for Scaling Frontier AI
Meta is securing its AI future by locking in nuclear power at a massive scale, signing deals with TerraPower, Oklo, and Vistra to supply up to 6.6 GW of clean energy by 2035, enough to power ~5 million homes.
The electricity will fuel Prometheus, Meta’s 1-GW AI data center cluster in Ohio, coming online this year, with additional capacity from new Natrium reactors, existing nuclear plants, and a planned 1.2-GW nuclear campus. As AI data centers strain the mid-Atlantic grid and push up power costs, Meta is betting that always-on nuclear energy, not chips alone, will be the decisive constraint for scaling frontier AI.
📘Learning Corner
Learning resource for distributed systems powering frontier AI
Stanford University - CS231n + Distributed Training at Scale (Lecture & Notes)
A practical, systems-focused introduction to training large neural networks, covering data/model parallelism, GPU clusters, communication overhead, and scaling laws, the same foundations behind tools like Ray, DeepSpeed, and Horovod.
ICE expands phone surveillance using commercial data
U.S. Immigration and Customs Enforcement is deploying two new surveillance tools, Tangles and Webloc, that can monitor entire neighborhoods, track mobile phones over time, and follow device owners from work to home. The systems rely on commercial location data sourced from hundreds of millions of phones via Penlink and, under ICE’s internal legal analysis, can be queried without a warrant.
This…
Enables dragnet-style surveillance of city blocks, not just suspects
Can reveal where people live, work, and socialize
Rolled out amid mass deportation efforts, heightening civil liberties concerns
The American Civil Liberties Union warns that the tools create detailed behavioral maps of individuals, calling them dangerous in the hands of an agency with limited oversight. The episode underscores how commercial data markets are increasingly powering government surveillance, often outside traditional warrant requirements. Is this even legal?
🧰 AI Tools of The Day
Distributed systems tools built for scaling frontier AI workloads
Ray - Scales distributed training, hyperparameter search, model serving, and data pipelines across clusters with unified APIs.
Kubeflow - Runs scalable AI/ML pipelines and distributed model training on Kubernetes, abstracting infrastructure complexity.
KServe - Standardized, scalable AI model serving on Kubernetes for production deployments.
DeepSpeed - Microsoft open-source library optimizing memory and compute for distributed training of massive models.
Horovod - Enables efficient multi-GPU and multi-node training with minimal code changes, used in major cloud environments.
Fascinating data on that 3.3x annual growth rate outpacing Moore's Law. The shift from algorithms to capital and power as the primary constraint is exactly what Meta's nuclear bet signals. Ive seen datacenters in my area already causing grid strain, so the Prometheus cluster needing dedicated nuclear makes sense. The 7-month doubling window for available compute realy changes how fast experiments can scale once funding is secured.