diff --git a/src/app/originals/meta-iris-chip-broadcom-nvidia-ceiling/page.tsx b/src/app/originals/meta-iris-chip-broadcom-nvidia-ceiling/page.tsx index 0ed87d15..4657590f 100644 --- a/src/app/originals/meta-iris-chip-broadcom-nvidia-ceiling/page.tsx +++ b/src/app/originals/meta-iris-chip-broadcom-nvidia-ceiling/page.tsx @@ -239,7 +239,7 @@ export default function MetaIrisChipBroadcomNvidiaCeilingPage() { wrote up as the closed silicon loop , added the second flagship in Q1. Meta MTIA/Iris makes it three. The company's AI - revenue guide for fiscal 2026 was $17 billion at the last update; the run rate implied by + revenue guide for fiscal 2026 was $56 billion at the last update; the run rate implied by these three programs alone, on multi-year contracts, is closer to $60 billion by 2028.
diff --git a/src/app/originals/openai-42-billion-federal-gate-price-tag/page.tsx b/src/app/originals/openai-42-billion-federal-gate-price-tag/page.tsx index d9b07b35..bce23ebc 100644 --- a/src/app/originals/openai-42-billion-federal-gate-price-tag/page.tsx +++ b/src/app/originals/openai-42-billion-federal-gate-price-tag/page.tsx @@ -210,7 +210,7 @@ export default function OpenAI42BFederalGatePricePage() {That is the tell. $250 billion of frontier-lab equity dwarfs anything the Alaska Permanent Fund vehicle Altman keeps citing has ever managed (Alaska is at about $80 - billion of assets today). It also dwarfs the $12 billion Congress appropriated for the + billion of assets today). It also dwarfs the roughly $52 billion Congress appropriated for the CHIPS Act. The proposal is not a program the Treasury can spin up out of existing authority. It needs a new statute and a new fund. That timeline runs long past any of the IPO windows the labs are currently pointing at.