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Articles about AI investment from podcasts, articles and papers, with links to the original sources.
On The Diary of a CEO, economist Steve Keen argued that the only thing likely to slow the race for frontier AI is its sheer cost and the physical resources it needs — and that the company left standing will be Chinese. Other speakers pushed back with military necessity and the long unprofitable years of earlier internet giants, and Keen pointed to the recent Kimi release as his example.
Alvin Wang Graylin proposes a practical starting point for US–China AI cooperation: an emergency hotline, shared safety tests and an agreement to keep talking. Speaking personally on Moonshots, ahead of a September 24 dialogue described in the episode, he connects those steps to a larger bargain—financing AI deployment abroad while spreading agreed safety standards.
Alvin Graylin argues that AI can become more useful while earning less for the companies financing its infrastructure. His warning centers on cheaper models and local computing weakening cloud revenues, just as NVIDIA proposes financing platforms intended to mobilize more than $500 billion of outside capital.
Ramez Naam sees AI demand as a powerful source of nuclear financing, but doubts new small reactors can supply electricity within the five-year window he considers reasonably predictable for investment. His argument turns on what can be delivered sooner—and whether repeated construction and factory production can make later plants cheaper.
Ramez Naam puts himself between those who dismiss orbital data centers and those expecting an imminent boom. He estimates that launch prices need to fall to roughly a quarter to a tenth of current levels for space-based AI to compete on cost. But cheaper flights leave a separate hurdle: building and launching enough hardware, with permission and reliability to keep flying.
Ramez Naam passed on Panthalassa’s early Bitcoin-mining pitch, then invested twice in 2026 at much higher valuations. The company now proposes wave-powered AI computing, cooled by seawater and connected by satellite. Its $140 million Series B is intended to support an Oregon pilot factory and northern-Pacific pilots; cheap electricity and longer-lived chips remain prospective benefits.
Expensive AI chips can sit idle while data centers wait for grid connections. On Moonshots, energy investor Ramez Naam argued that accepting less grid power during peak demand could shorten that wait. Workload scheduling and batteries offer two ways to do it, but national estimates of spare capacity are not promises of power at a particular site.
NVIDIA has signed memorandums with six financial institutions aiming to mobilize more than $500 billion in outside capital for customers’ AI infrastructure. On Moonshots, the panel debated whether rapidly changing chips can support long-term investments: Salim Ismail warned of stranded assets, Alex argued for financial hedges, and Emad Mostaque explained why older, paid-off GPUs can keep earning.