1Meta guides FY26 capex to $115-135B, up from $72B in FY25 (opens in new tab)(marvin-labs.com)1alexdoesstuff1mo ago1
2DeepSeek Achieves 10x AI Inference Efficiency – Disrupting GPU Economics? (opens in new tab)(marvin-labs.com)2alexdoesstuff1y ago0
3The AI Industry's Business Model Is Cracking–DeepSeek Just Proved It (opens in new tab)(marvin-labs.com)8alexdoesstuff1y ago2