Exaeon @ExaeonTech

Big Tech just ran out of money building AI and what they're doing to cover it up should be illegal. Google, Amazon, Microsoft, and Meta are spending a combined $700 BILLION this year on AI infrastructure. This eats up 94% of their total operating cash flow. The richest companies in human history are almost broke. And instead of slowing down, they're covering it up with the biggest financial engineering operation since 2008: Google just sold $80 billion in stock to fund AI infrastructure. That was their first equity raise in 20 YEARS. The last time Google needed to sell stock, YouTube didn't even exist. Sundar Pichai admitted the thing keeping him up at night is "compute capacity." The company that prints $100 billion a year in ad revenue just told Wall Street it isn't enough anymore. Amazon's free cash flow is projected to go NEGATIVE this year for the first time ever. Morgan Stanley estimates a $17 billion deficit and Bank of America says $28 billion. The most profitable logistics machine on Earth is about to burn more cash than it generates, and they quietly filed with the SEC saying they may need to raise even more debt and equity to keep building. All four hyperscalers are now borrowing hundreds of billions in bonds to keep the AI buildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build infrastructure that nobody has proven will generate enough revenue to pay for itself. And the cracks are already starting to show: Broadcom makes the custom AI chips that power Google, Meta, OpenAI, and Anthropic. This week their AI revenue TRIPLED year over year, sales grew 48%, and profits smashed every Wall Street estimate. The reward for all of that was $320 billion in value erased in a single trading session. Their CEO Hock Tan went on the earnings call and exposed three things about the AI industry: Google is already shopping for cheaper AI chip alternatives, broadcom abandoned its strategy of selling complete AI systems and is now retreating to selling bare chips at lower margins. And despite supposedly "unprecedented demand," Tan refused to raise his full-year forecast, which tells you everything about what he's actually seeing behind the curtain. Wall Street heard all three and hit the sell button so hard it dragged AMD, Intel, and the entire chip sector down with it. When a company triples its AI revenue and gets punished because tripling isn't fast enough, the expectations have left the atmosphere entirely. And here's the really scary part... These companies ARE your retirement account. Apple, Microsoft, Amazon, Google, Meta, and Nvidia make up roughly 30% of the S&P 500. If you have a 401k or an index fund, you are already exposed to this bet whether you chose to be or not. Every single one of these companies is telling you AI will generate trillions in revenue. But right now the math says they're spending trillions FIRST and hoping the revenue shows up later. If the revenue catches up, this becomes the greatest infrastructure buildout in human history. Bigger than railroads and bigger than the internet. If it doesn't, the companies that make up a third of the American stock market just leveraged their balance sheets into the largest write-down cycle since 2000. And unlike the dot-com crash, this time the bubble companies aren't random startups with no revenue. They're the backbone of the entire global economy.

Some tech workers say AI has turned tasks that once took hours into minutes. Others say the time savings haven't translated into shorter workdays. Here's what six workers told Business Insider. bit.ly/4dU7K2W

OpenAI CEO Sam Altman envisions a future where artificial intelligence is sold on a meter like electricity or water, becoming a paid public utility. At BlackRock’s Infrastructure Summit in Washington, D.C., OpenAI CEO Sam Altman proposed a future where artificial intelligence is delivered on demand and billed exactly like electricity or water. Altman described a business model centered on selling digital "tokens," allowing companies and everyday consumers to pay strictly for the computational power they consume. This vision positions AI not as a mere software product, but as a core piece of foundational infrastructure that people will tap into like Wi-Fi or household power grids. While tech advocates argue this could eventually make intelligence so abundant and inexpensive that it becomes "too cheap to meter," critics warn of a dystopian reality. If cognitive tools become as necessary to daily life as running water, a tiny handful of elite tech conglomerates could hold unprecedented gatekeeping power over society's intelligence supply. Furthermore, as massive AI data centers already strain domestic power grids, the transition to a metered-intelligence model faces immediate hurdles in both physical energy capacity and corporate accountability. source: Business Insider. (2026). Sam Altman Says AI Will Eventually Be Sold Like Electricity and Water.

Chinese engineers just rebuilt OpenClaw in Go and it runs on a $10 Raspberry Pi instead of a $399 Mac mini. It’s called PicoClaw. An open-source personal AI assistant written completely in Go. Not a fork. Not another bloated Python agent. Not a “needs a MacBook Pro to run” AI project. The pitch is crazy: $10 hardware. Less than 10MB RAM. Millisecond boot. Deployable almost anywhere. What it gives you: - Lightweight AI assistant runtime - Built from scratch in Go - Web dashboard - Terminal launcher - Chat UI - Model provider setup - Skills and tools - Logs and runtime settings - Gateway system - Channels like Slack, Line, DingTalk, Feishu, and MaixCam - Local and low-resource deployment The wild part is the direction. Most AI agent projects are getting heavier. More dependencies. More RAM. More Docker containers. More cloud assumptions. More “just run this on a GPU server.” PicoClaw goes the other way. Tiny runtime. Fast boot. Cheap hardware. Edge deployment. That matters because the future of AI assistants is not only inside browser tabs. It is inside cameras, robots, kiosks, Raspberry Pi-style boards, home devices, and tiny edge machines. PicoClaw feels like the start of AI agents escaping the laptop.

Elon musk just made the most chilling corporate prediction you'll hear this decade (the companies that keep humans around will LOSE): "Corporations that are purely AI and robotics will vastly outperform any corporations that have people in the loop." "Computer used to be a job that humans had entire skyscrapers full of humans just doing calculations. Now that entire skyscraper of humans doing calculations can be replaced by a laptop with a spreadsheet." "What if only some of the cells in your spreadsheet were calculated by humans? Actually, that would be much worse than if all of the cells in your spreadsheet were calculated by the computer." "The pure AI, pure robotics corporations will far outperform any corporations that have humans in the loop. And this will happen very quickly." PS. If you found value in this post make sure to like and repost this tweet + follow @uncover_ai to stay updated with the latest AI news. See you in the next one:

A PhD student built a nuclear fusion reactor in his garage. Then he let AI run it. Days later, he got a $400,000 grant and a call from Elon Musk's team. The crazy part? The breakthrough wasn't the reactor. It was the AI controlling plasma hotter than the Sun predicting instability and fixing it before humans could even react. One guy. One garage. One AI model. While most people use AI to write emails, he used it to solve one of the hardest physics problems on Earth. The biggest AI opportunity isn't content. It's control.

32GB DDR5 RAM kits now start at $375. Eighteen months ago you could buy them for under $80. The cause is not a consumer trend. It is data center demand for the same memory chips used in AI training infrastructure. This is what second-order effects look like in real time. A sovereign wealth fund backs a hyperscaler. The hyperscaler orders more HBM and DDR5. Supply tightens. A software developer in Bengaluru or Berlin pays 4x more to upgrade their workstation. The AI infrastructure buildout is not contained inside a data center. It is already inside your next hardware budget.

The AI boom is not just GPUs anymore. It is eating the whole memory supply chain. DDR5-6000 64GB RAM prices exploded from around $200 in early 2025 to over $1,050 by May 2026.

The Toronto Trade Show concluded with a feast full of laughter and friendship. We were touched by the entrepreneurs' passion in advancing synergy in all potential prospects.

keyboard_arrow_left Previous keyboard_arrow_right Next

Would you guess this country?? Hint: 1) Canada 🇨🇦 2) Chile 🇨🇱 3) Spain 🇪🇸 4) Finland 🇫🇮

Fruitful networking and dialogues at the Toronto Trade Show!

keyboard_arrow_left Previous keyboard_arrow_right Next

That's right. We were there at the Toronto Trade Show! It was an exciting experience learning and exchanging with people of different types and levels of synergy.

Exaeon was at the Toronto Trade Show held in Markham ON today. More from the event shortly. Briefly, it was exciting!

keyboard_arrow_left Previous keyboard_arrow_right Next

This is so re-shaping the digital storage landscape at the moment.

Anthony @TheGalox_

4 weeks ago

How some of my 2025 purchases have increased in price: 64GB DDR5 Memory: $244 to $1,153 PS5 Pro: $649 to $899 2TB SSD: $199 to $459 Galaxy Book5 Pro 32/1TB: $1249 to $1999

2 2 46 4K 5

@lilly1824376 gain

Canada Is Changing, But Is It for the Better? Your Perspective Matters. Take the Poll.

@SeongWooIQ300 hi

@yunaintern 653

In 2026, the Exaeon team will deliver better designs for the products. We're making it more suitable for the demand. Follow for more.

Hope you had a fantastic boxing day! And now that it's almost new year, get ready and start shopping with us!