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  1. The Information's TITV
  2. SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters
SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV · Jul 22, 2026

AI infrastructure faces growing pains: Oracle's costs surge, SpaceXAI pivots to cloud, and new players bet on non-NVIDIA chips and AI films.

NeoCloud General Compute Bets on Fast Inference with ASICs, Ceding Slow AI to NVIDIA

General Compute is building its cloud service by intentionally avoiding NVIDIA GPUs. It believes NVIDIA is optimized for low-cost, slow token generation. Instead, it uses ASICs from companies like SambaNova to target the nascent market for high-speed inference (1000+ tokens/sec).

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago

First Theatrical AI Film Reveals Human Payroll, Not Compute, is Still the Biggest Expense

The production of "Gods Don't Give Gifts," the first theatrical AI-visuals film, debunks the myth of near-zero costs. The director clarifies the primary budget expense was not AI model usage but the large human team of designers, animators, editors, and voice actors.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago

AI Filmmakers Assert Copyright Through "Sufficient Modification" of Raw Model Outputs

The creators of "Gods Don't Give Gifts" navigate AI copyright by ensuring no raw AI output is used directly. They argue that by extensively manipulating and combining AI-generated assets, they establish clear human authorship—what they call "sufficient modification"—making the final work copyrightable.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago

AI Film "Gods Don't Give Gifts" Adopts YouTuber-Led "Iron Lung" Distribution Model

The film is bypassing traditional studio gatekeepers using a distribution strategy from YouTuber Markiplier's movie "Iron Lung." This model harnesses a creator's massive online fanbase (creator Zach London has 600M views) to directly drive ticket sales and secure theatrical releases.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago

SpaceXAI Pivots to Cloud Provider, Capitalizing on Rapid Data Center Construction

Despite weak demand for its AI model Grok, SpaceXAI is expanding its data center footprint. Its key advantage is its record-breaking speed in building compute infrastructure (122 days for one facility), which it now rents to other AI companies, effectively becoming a cloud provider.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago

Oracle's AI Data Center Delays Lead to S&P Credit Downgrade to Near-Junk Status

Oracle's costly delays and regulatory hurdles in building AI data centers have tangible financial consequences. S&P downgraded its credit rating to just one level above "junk," citing the massive upfront capital expenditures required years before any revenue is generated.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago

Oracle's Switch to Fuel Cells Solves Emissions but Creates Costly Power Inflexibility

To overcome environmental objections for its data centers, Oracle switched to Bloom Energy fuel cells. This creates a new problem: the cells must run continuously to avoid degradation, preventing Oracle from switching to cheaper intermittent power sources like solar during peak production.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago

Meta's Water-Saving Cooling System Faces Scrutiny for Alleged Bacterial Contamination

An innovative closed-loop cooling system at Meta's Wyoming data center, designed to save water, is under investigation. A local utility alleges it introduced bacteria into the wastewater system, creating a new regulatory and public relations challenge for this sustainable technology.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago

NVIDIA's Rubin-Grok Racks May Face Hurdles Due to Extreme Power Demands

NVIDIA's upcoming AI chip platforms, like the Kyber rack combining Rubin and Grok chips, will require massive power draws of up to 600 kilowatts per rack. This extreme energy consumption could become a significant adoption challenge for data centers, creating an opening for more efficient alternatives.

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters thumbnail

SpaceXAI’s Explores Texas Data Center, Oracle’s Costly Surprises, AI-Generated Movies Coming to Theaters

The Information's TITV·4 days ago