Our thoughts on big tech firing up old nuclear reactors to satisfy the AI growth plans, Sam's big week, and debate if Meta just had their iPhone moment.

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• Microsoft Is Discontinuing HoloLens 2 As Production Ends — HoloLens 2 launched in 2019, three years after the original, with upgrades to almost every aspect: a wider field of view, higher resolution, eye tracking, vastly improved hand tracking, and more powerful compute housed in the rear of the strap to deliver a balanced comfortable design.
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• California governor vetoes major AI safety bill — SB 1047 would have required the state’s biggest AI companies to implement security measures designed to protect the public from harm.
• The Intelligence Age — In 15 words: deep learning worked, got predictably better with scale, and we dedicated increasing resources to it.
• Exclusive: OpenAI to remove non-profit control and give Sam Altman equity | Reuters — Chief executive Sam Altman will also receive equity for the first time in the for-profit company, which could be worth $150 billion after the restructuring as it also tries to remove the cap on returns for investors, sources added. The sources requested anonymity to discuss private matters.
• OpenAI considering restructuring to for-profit, CTO Mira Murati and two top research execs depart - YouTube
• OpenAI Mulls Giving CEO Altman 7% Stake in Shift to For-Profit - YouTube
• Apple not investing in OpenAI after all, new report says — Apple is no longer in talks to participate in an OpenAI funding round expected to raise as much as $6.5 billion, an 11th hour end to what would have been a rare investment by the iPhone maker in another major Silicon Valley company.
• Sam Altman Just Pitched The Biden Administration On A Massive Build Out Of AI Data Centers — OpenAI has urged the Biden administration to support the construction of massive data centers, each consuming as much power as a city, to advance AI development and compete with China.
• Rihard Jarc on X — The $NVDA bull & bear case summarized in 2 minutes by Zuck.
• BLOCKBUSTER MICROSOFT DATACENTER DEAL RESURRECTING THREE MILE ISLAND NUCLEAR PLANT — Microsoft and nuclear plant owner Constellation have agreed to a massive, unprecedented deal to restart the closed Three Mile Island by 2028 to power its datacenters, per the New York Times.
• AWS hiring for data center 'principal nuclear engineer' to evaluate SMRs and nuclear fuel strategy roadmaps — The previously unreported job listing mentions working with external partners to influence the design of "operationally efficient and safe modular nuclear plants" to support its growing cloud power demands.
• Apple has silently now included nuclear in their definition of clean energy — In other news, Apple has silently now included nuclear in their definition of clean energy
• Word is out: Microsoft is plunging ahead on nuclear energy. — They want a fleet of reactors powering new data centers. And now they're hiring people from the traditional nuclear industry to get it done.
• Energy Department finalizes loan for Michigan nuclear plant revival — The Biden administration is also awarding $1.3 billion through the Department of Agriculture’s Empowering Rural America program to two rural electric cooperatives, which will discount electricity passed on to their members through emissions-free sources, such as the Holtec plant.
• NEW DEPT. OF ENERGY NUCLEAR REPORT RELEASED — Some of the absolute sharpest minds in nuclear put in months of work on this report and it shows.
• OpenAI on X — Starting this week, Advanced Voice is rolling out to all ChatGPT Enterprise, Edu, and Team users globally. Free users will also get a sneak peek of Advanced Voice.
• Real-time AI voice agents are coming to apps as OpenAI expands access — The ChatGPT developer will let other businesses build on its human-mimicking synthetic voice technology, potentially winning new revenue.