The $10T AI Scaling Race: Who's Winning, And Who's Certain To Lose

Over the last 30 days, more than $1T has been pledged to build 50–100 GW of power for AGI, an unprecedented, Manhattan-Project-scale race to convert energy into intelligence. We break down who’s winning and why: XAI/Elon’s Colossus 2 and deep vertical integration (Tesla Megapacks, in-house chips), OpenAI’s Stargate deals with Oracle/SoftBank plus a reported $100B NVIDIA tie-up, Microsoft’s Fairwater push, Intel’s geopolitics—while Europe lags and China stockpiles energy and homegrown GPUs. Is this an AI CapEx bubble or the new reality where compute becomes the last thing we spend money on—and where being months late can cost you the race?------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT🔐 KGEN - The Verified Distribution Protocol: https://bankless.cc/KGEN------TIMESTAMPS00:00 Intro02:25 Colossus09:21 OpenAI Goes BIG16:29 The $100B Bet22:19 Intel & Apple?26:01 Where Is Anthropic?28:33 Europe Is Cooked29:41 China Is On Fire36:01 Are We In A Bubble------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠